Sep 18, 2026
Prediction markets put another 25 bp Fed hike at 51%. Our forecast is 61% — leaving a 10-point gap.
Prediction markets put the odds of ≥3.0% Q3 growth at 51%. Our forecast is 64% — leaving a 13-point gap.
Sep 16, 2026
Polymarket has surged to 67% for a restart by September 30 — effectively closing, and now slightly reversing, our original +17 point gap.
Prediction markets priced the hike near 84% when we published. ProbGap put it at 94%. The Fed has now delivered the 25bp increase.
The market puts a restart near 47%. ProbGap forecasts 64% — because partial operation is enough to resolve the contract Yes.
Sep 15, 2026
The bill failed 49–50, far short of the 60 votes needed. The market has fallen to roughly 7%, and ProbGap now puts 2026 passage at just 5%.
Prediction markets put a 25bp Fed hike near 84%. Our forecast is higher — creating a +10 percentage point gap ahead of tomorrow’s decision.
Polymarket has surged from 17% to roughly 31% after a revised bipartisan push. ProbGap puts the chance at 24% — a −7 point gap ahead of today’s Senate vote.