Wednesday, July 8, 2026GraphArchiveSubscribeDaily · No. 28

The Probable Times

What the world’s prediction markets expect — read as news

Markets Reinstate Le Pen as France's 2027 Front-Runner, Bardella Fades

Traders now put Marine Le Pen's odds of being the National Rally's 2027 presidential candidate at 94%, up 74 points in a day, as Jordan Bardella's collapse to 4% marks one of the sharpest reversals prediction markets have priced this year. The reversal follows her ineligibility-ban appeal market settling at 94% just as it hit its deadline.

France's presidential succession flipped overnight: traders now give Marine Le Pen a 94% chance of carrying the National Rally banner in 2027, up 74 points in a day, while Jordan Bardella's share collapsed to just 4%, down 75 points. The catalyst was her ineligibility-ban appeal, whose market — now past its deadline — settled at 94% in her favor, and the realignment carried into the general ballot-access market, where Le Pen's odds reached 90%, up 70 points, and the broader presidential field, where her outright win odds climbed to 29%, up 20 points on the day. Elsewhere, GPT-5.6's release looks all but locked in, its odds vaulting to 98%, up 33 points in a day and 85 over the week. On the pitch, Switzerland's World Cup run is souring fast: markets now put a Quarterfinal exit at 73%, up 44 points in 24 hours. And with the Strait of Hormuz deadline two days out, Iran's shipping-strike odds for July 7 crept to 98%, though that reflects the calendar as much as new intelligence.

Today’s biggest movesprobability shifts, volume-weighted
World & Other

Will Graham Platner drop out before the Midterms?

9.5% 95% 7d
$132,482 traded · 24h
Science & Tech

Will GPT-5.6 be released on July 9, 2026?

13% 98% 7d
$70,204 traded · 24h
Politics & Elections

Will Jordan Bardella be the National Rally’s candidate for the 2027 French Presidential election?

80% 4.2% 24h
$75,263 traded · 24h
Politics & Elections

Will Marine Le Pen win her appeal to lift ineligibility ban in 2026?

19% 94% 24h
$70,813 traded · 24h
Geopolitics

Iran successfully targets shipping on July 7?

8.5% 98% 7d
$10,872 traded · 24h
Politics & Elections

Will Marine Le Pen be on the ballot for the 2027 French presidential election?

19% 90% 7d
$11,302 traded · 24h
Sports

Will Switzerland be eliminated in the Quarterfinals of the World Cup?

21% 73% 7d
$13,438 traded · 24h
Geopolitics

Will 60 ships transit the Strait of Hormuz on any day by July 31, 2026?

64% 20% 7d
$14,036 traded · 24h

Geopolitics

With the Iran-shipping market's deadline just two days off, traders priced a successful strike on July 7 at 98%, up 4 points, while expectations for that same event on July 8 leapt to 48%, up 33 points. Longer-range risk has actually cooled: odds that 60+ ships transit the Strait of Hormuz by July 31 sit at just 20%, down 44 points on the week. Talk of a Switzerland venue for the next US-Iran talks gained ground, up 12 points to 32%.

July 798%▲ 4 24hJuly 848%▲ 33 24hJuly 926%▲ 13 24hJuly 67%▼ 1 24h
60+20%▼ 2 24h80+4.5%▼ 2 24h50+36%▲ 2 24h30+95%▼ 1 24h
July 3112%▲ 8 24hDecember 3172%▲ 24 24hAugust 3150%▲ 8 24hOctober 3169%▲ 14 7d
Strait of Hormuz traffic returns to normal by July 31?4.5%▼ 3 24h
Pakistan17%▼ 20 24hQatar20%▼ 6 24hSwitzerland32%▲ 12 24hNo Meeting by September 3012%▲ 6 24h
175-19914%▼ 24 24h<15024%▲ 11 24h150-17427%▲ 9 24h200-22414%▼ 9 24h

Politics & Elections

Marine Le Pen's political resurrection dominated: she now leads the National Rally's 2027 ticket at 94% (+74 points) and the general ballot-access market at 90% (+70), while Jordan Bardella cratered to 4% and 7% on the same measures. In the broader presidential field, Le Pen's outright win odds climbed to 29%, up 20 points, closing in on Édouard Philippe's 26%. Separately, Mitch McConnell's odds of leaving the Senate early eased to 60%, down 22 points.

Jordan Bardella4.2%▼ 75 24hMarine Le Pen94%▲ 74 24h
Will Marine Le Pen win her appeal to lift ineligibility ban in 2026?94%▲ 75 24h
Marine Le Pen90%▲ 70 24hJordan Bardella6.7%▼ 69 24hFrançois Asselineau7%▼ 16 7dGabriel Attal32%▼ 1 24h
July 717%▼ 78 24hJuly 892%▼ 5 24hJuly 992%▲ 45 7dJuly 1991%▲ 46 7d
Jordan Bardella5.1%▼ 21 24hMarine Le Pen29%▲ 20 24hÉdouard Philippe26%▲ 2 24hJean-Luc Mélenchon10%▲ 1 24h
Will Mitch McConnell step down from the Senate before his term ends?60%▼ 22 24h

Economy & Crypto

Anthropic's IPO-by-year-end odds slipped to 60%, down 15 points, alongside softer expectations for a $2.5T valuation milestone, now just 16% (-10 points). Fed watchers nudged September rate-hike odds up to 36%, up 8 points, while the 'Pause-Pause-Pause' path through July eased to 78%, down 8 points. NVIDIA held its grip on the largest-company crown at 80%.

Anthropic IPO by __? $24,399 · 24h
December 31, 202660%▼ 15 24hSeptember 15, 20265%▼ 2 7dOctober 31, 202638%▲ 1 24h
$100M21%▼ 14 24h$100M23%▼ 11 24h$300M24%▼ 4 24h$500M 25%▼ 1 24h
Fed rate hike by...? $70,616 · 24h
September Meeting36%▲ 8 24hJuly Meeting19%▲ 5 24hOctober Meeting42%▼ 2 7d
↑$2.5T16%▼ 10 24h↑$3.0T7.5%▼ 3 24h↑$1.75T51%▲ 6 24h↓$800B16%▼ 6 24h
Other22%▲ 10 24hPause–Pause–Pause78%▼ 8 24h
NVIDIA80%▲ 1 24hApple11%▼ 3 24hAlphabet9.3%▲ 2 24h

Science & Tech

GPT-5.6's release looks all but locked in: markets put a July 9 launch at 98%, up 33 points in a day and 85 over the week, with a July 10 ship date also at 98% (+19). On capability, traders still favor Anthropic for the best math AI model, 68% (+7), and the best AI model overall, 86%, well clear of Google and OpenAI.

GPT-5.6 released on...? $251,708 · 24h
July 998%▲ 33 24h
GPT-5.6 released by...? $442,267 · 24h
July 1098%▲ 19 24hJuly 31>99%▲ 1 24h
Anthropic68%▲ 7 24hGoogle29%▲ 3 24hOpenAI4.7%▼ 8 24h
1470+64%▼ 6 24h1480+47%▲ 12 24h1490+29%▲ 8 24h1500+7%▼ 2 7d
Google11%▼ 2 24hAnthropic86%▲ 2 24hOpenAI3.8%▲ 2 7d
New pandemic in 2026? $27,070 · 24h
New pandemic in 2026?5.5%▼ 1 24h

Sports

World Cup quarterfinal exits are piling up: Switzerland's odds of bowing out at that stage jumped to 73%, up 44 points in a day, with Norway (66%, +42 on the week) and Morocco (78%, +24 on the week) not far behind. In tennis, the Women's Wimbledon field tightened, with Karolína Muchová (30%, +18) overtaking Coco Gauff (29%, +19) as the day's biggest gainers. LeBron-to-Cleveland odds cooled to 47%, down 9 points.

Quarterfinals73%▲ 44 24hSemifinals18%▲ 11 24hFinal4.3%▲ 1 24hChampion2.3%▲ 1 24h
Quarterfinals66%▲ 1 24hSemifinals20%▼ 2 24hFinal8.7%▼ 1 24hChampion6%▲ 4 7d
Brittany Mahomes71%▼ 23 24hGracie Abrams59%▼ 19 24hSabrina Carpenter95%▲ 12 7dPatrick Mahomes89%▼ 7 24h
Coco Gauff29%▲ 19 24hKarolína Muchová30%▲ 18 24hMarta Kostyuk18%▲ 2 24hLinda Nosková15%▲ 1 24h
Golden State Warriors17%▲ 4 24hCleveland Cavaliers47%▼ 9 24hPhiladelphia 76ers13%▲ 9 24hMiami Heat16%▼ 4 24h
Quarterfinals78%▲ 24 7dFinal5.1%▼ 1 24hSemifinals14%▲ 2 7dChampion2.6%▼ 1 24h

Culture

Little drama in culture markets today: Spider-Man: Brand New Day remains the heavy favorite for 2026's top grosser, dipping slightly to 72%, down 2 points. Avengers: Doomsday trails at 15%, also down 2 points, with The Odyssey a distant third at just 2%.

Avengers: Doomsday15%▼ 2 24hSpider-Man: Brand New Day72%▼ 2 24hThe Odyssey2.2%

World & Other

The Platner exit story that dominated yesterday's bulletin has mostly played out: his odds of dropping out by November 2 sit at 95%, essentially flat (-2 points), as markets now debate timing rather than outcome — a July 10 exit is given 66% (-18 points), well ahead of 30% (-22) for today, July 8.

November 295%▼ 2 24hJuly 830%▼ 22 24hJuly 1066%▼ 18 24hJuly 959%▼ 19 24h

Seventy-five-point swings used to be scandals; today they're routine — ask Bardella, or Switzerland's back four.

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