Saturday, August 1, 2026GraphArchiveSubscribeDaily · No. 52

The Probable Times

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

Gaza Disarmament Bet Craters, Iran Ceasefire Confidence Slips

Markets that spent the week pricing a Gaza-Iran thaw spent today unwinding it. Hamas disarmament odds fell 31 points and Israel-Iran ceasefire confidence eroded across every horizon, even as a transfer saga and a Fed bet moved the other way.

Traders spent yesterday pricing a Gaza-Iran thaw; today they're taking it back. Markets on Hamas disarming by December 31 fell to 60%, down 31 points on the day even after a 44-point weekly climb, while confidence that the Israel-Iran ceasefire holds through August 31 slid to 43%, down 22 points, with every nearer deadline sliding in tandem on $1.7m in trading. Elsewhere, the transfer saga swung hard: Arsenal's odds of landing Vinicius Junior jumped to 45%, up 20 points on the day and 44 over the week, as Real Madrid's retention odds sank to 55%. In Washington, traders lifted the odds of a 25bp Fed hike in September to 60%, up 7 points. And in Hollywood's awards circuit, Colman Domingo's Emmy favorite status for 'Euphoria' crumbled to 34%, down 28 points, as rivals gained ground.

Today’s biggest movesprobability shifts, volume-weighted
Geopolitics

Will Hamas agree to disarm by December 31?

16%→ 60% 7d
$712,912 traded · 24h
Culture

Will "Spider-Man: Brand New Day" Opening Weekend Box Office be at least 350m?

26%→ 73% 7d
$93,698 traded · 24h
Sports

Will Vinicius Junior join Arsenal?

<1%→ 45% 7d
$52,367 traded · 24h
Politics & Elections

Will Mark Sanford be the new republican nominee for Senate in South Carolina?

50%→ 2.5% 7d
$10,937 traded · 24h
Geopolitics

Israel x Hamas Ceasefire Phase II by December 31?

8.5%→ 53% 7d
$8,991 traded · 24h
Culture

Will Spider-Man: Brand New Day have the best domestic opening weekend in 2026?

28%→ 60% 7d
$23,524 traded · 24h
Politics & Elections

Will Abdul El-Sayed win the 2026 Michigan Democratic Primary?

64%→ 97% 7d
$17,061 traded · 24h
Culture

Will Colman Domingo – “Euphoria” win Emmys 2026: Outstanding guest actor in a drama series?

64%→ 34% 7d
$20,815 traded · 24h

Geopolitics

Yesterday's Middle East thaw is fraying. Hamas disarmament by December 31 dropped to 60%, down 31 points in a day that erased nearly all its 44-point weekly gain. The Israel-Iran ceasefire curve fell in lockstep — 84% through August 2, 68% through August 9, 57% through August 15, 43% through August 31 — down 10 to 22 points apiece. US-Iran ceasefire odds also retreated, with the blockade market's August 15 contract falling 18 points to 8%.

December 31, 202660%▼ 31 24h
António Guterres64%▲ 49 24hMark Carney50%▲ 27 24hMaia Sandu57%▲ 14 24hSteve Witkoff80%▼ 11 24h
August 3143%▼ 22 24hAugust 1557%▼ 20 24hAugust 968%▼ 14 24hAugust 284%▼ 10 24h
December 3153%▼ 12 24hJuly 312.8%▼ 11 24h
July 3112%▼ 16 24hAugust 3148%▼ 12 24hAugust 1438%▼ 10 24h
August 158.5%▼ 18 24hAugust 3127%▼ 14 24hDecember 3174%▼ 13 24hAugust 74.5%▼ 6 24h

Politics & Elections

Fed watchers moved decisively: traders now put a 25bp September hike at 60%, up 7 points, while odds of no change fell 6 points to 38%. In South Carolina's Senate primary, Darline Graham Nordone holds a 61% lead as Ralph Norman's odds cratered 19 points to 20%. In Trump's insult market, Marjorie Taylor Greene's odds tumbled 22 points to 26% as the July 31 deadline passed, while Emmanuel Macron climbed 12 points to 42%.

Mark Sanford2.5%▲ 2 24hRalph Norman20%▼ 19 24hRussell Fry14%▲ 7 24hDarline Graham Nordone61%▲ 5 24h
Abdul El-Sayed97%▲ 1 24hHaley Stevens2.6%▼ 1 24h
Katharina Pötter58%▼ 16 24hRobert Alferink36%▲ 14 24hVolker Bajus6.5%▲ 2 24hOliver Hasskamp2.9%▲ 1 7d
Marjorie Taylor Greene26%▼ 22 24hJerome Powell3.9%▲ 2 24hEmmanuel Macron42%▲ 12 24hTucker Carlson20%▼ 4 24h
Kim Farington18%▲ 13 24hBert Mizusawa82%▼ 10 24h
Fed Decision in September? $1,075,753 · 24h
25 bps increase60%▲ 7 24hNo change38%▼ 6 24h25 bps decrease1.8%▼ 1 24h50+ bps increase1.6%▲ 1 7d

Economy & Crypto

The 'largest company' race flipped hard: NVIDIA's odds of topping the list by end of August jumped 10 points to 72%, while Apple sank 16 points to 18%. For second place, Alphabet surged 26 points to 34% as NVIDIA slid 16 points to 14%. Anthropic's IPO-by-October-31 odds rose 12 points to 36%, even as the December 31 contract eased 1 point to 62%.

Alphabet34%▲ 26 24hNVIDIA14%▼ 16 24hApple52%▼ 5 24h
December 3112%▼ 18 24hAugust 312.1%▼ 14 24h
Apple18%▼ 16 24hNVIDIA72%▲ 10 24hAlphabet9.1%▲ 4 24h
Anthropic IPO by __? $32,727 · 24h
October 31, 202636%▲ 12 24hDecember 31, 202662%▼ 1 24hSeptember 30, 20265.5%▼ 1 7d
Pause–Pause–Pause22%▼ 10 24hOther69%▲ 6 24hPause–Pause–Cut2.5%▼ 1 24hPause–Cut–Pause1.6%▲ 1 7d
Fed rate hike by...? $39,800 · 24h
September Meeting60%▲ 8 24hOctober Meeting65%▲ 4 24h

Science & Tech

Google's next Gemini Pro release drew closer on the calendar, with the August 14 contract falling 24 points to 50% as traders shifted weight toward the August 31 deadline, now 90%. GPT-6 markets stayed skeptical of an August arrival, at 7% for August 21 and 10% for August 31, with December 31 the favored date at 90%. Anthropic remains the runaway favorite for best AI model, up 2 points to 95%.

August 1450%▼ 24 24hAugust 710%▼ 6 24hAugust 3190%▲ 4 24hAugust 2178%▼ 2 24h
GPT-6 released by…? $21,749 · 24h
August 31, 202610%▼ 16 24hAugust 21, 20267%▼ 2 24hSeptember 30, 202663%▼ 3 24hDecember 31, 202690%▲ 1 24h
Anthropic95%▲ 2 24hOpenAI2.2%▼ 1 24hGoogle2.9%▲ 1 24h
September 305.2%▲ 2 24hDecember 3120%▲ 1 7d

Sports

The Vinicius Junior transfer saga swung sharply toward Arsenal, up 20 points on the day and 44 over the week to 45%, as Real Madrid's hold on him slipped 18 points to 55%. On the golf course, Cameron Young surged into Rocket Classic contention, his top-10 odds up 54 points to 76% and outright win odds up 22 points to 25%, with the tournament closing within a day.

Cameron Young76%▲ 54 24hNicolai Hojgaard14%▼ 16 24hDoug Ghim42%▲ 11 24hKevin Yu5.9%▼ 12 24h
Arsenal45%▲ 20 24hReal Madrid55%▼ 18 24h
Cameron Young25%▲ 22 24hRyan Gerard3.8%▼ 6 24hRickie Fowler6.5%▼ 3 24hPatrick Cantlay14%▲ 3 24h
Spirit66%▲ 2 24hMOUZ21%▲ 1 24hFaZe10%▲ 4 24hAstralis5%▲ 1 24h
Ballon d'Or Winner 2026 $388,630 · 24h
Harry Kane53%▲ 3 24hLamine Yamal21%▼ 2 24hRodri8.5%▼ 3 7dKylian Mbappé9.8%▼ 2 7d
WNBA: 2026 Champion $25,265 · 24h
Minnesota Lynx46%▲ 4 24hDallas Wings4.3%▼ 1 24hLas Vegas Aces14%▼ 1 24hNew York Liberty9.5%▼ 1 24h

Culture

Awards season reshuffled: Colman Domingo's Emmy favorite status for 'Euphoria' fell 28 points to 34%, with Bradley Whitford and Ernest Harden Jr. both gaining ground. Box-office markets, meanwhile, mostly reflect the calendar — 'Spider-Man: Brand New Day' opening-weekend odds above $350m jumped 36 points to 73% as its release date nears, a shift better read as clock-running-out than fresh conviction.

350m+73%▲ 36 24h310-320m1.7%▼ 3 24h330-340m6.2%▼ 8 24h340-350m20%▼ 13 24h
52-57m14%▼ 36 24h47-52m72%▲ 30 24h<47m10%▲ 4 24h57-62m2.1%▼ 3 24h
Colman Domingo – “Euphoria”34%▼ 28 24hBradley Whitford – “The Diplomat”23%▲ 11 24hErnest Harden Jr. – “The Pitt”17%▲ 8 24hJeff Hiller – “Pluribus”3.2%▼ 6 24h
91+19%▼ 27 24h90+75%▼ 8 24h92+2.1%▼ 7 24h
Spider-Man: Brand New Day60%▲ 15 24hAvengers: Doomsday40%▼ 15 24h
800 - 900m48%▼ 6 24h600 - 700m5.8%▲ 2 24h700 - 800m14%▲ 1 24h900m+20%▼ 3 24h

Nothing moves a probability like a deadline — except, apparently, a ceasefire clause nobody can agree on.

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