Friday, August 14, 2026GraphArchiveSubscribeDaily · No. 65

The Probable Times

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

Markets Harden Around a Fed Pause, Eyeing Calm Through December

Traders push the odds of no Fed move in September to 72%, up 24 points on the week, while an overnight reversal hands Google the lead over Alibaba as AI's second-best lab.

The week's clearest signal came from the world's most-traded market: a Fed pause in September, now priced at 72%, up 6 points on the day and 24 on the week, with December's no-change odds following in lockstep to 68%. Conviction is building, not cresting at a deadline — both meetings remain weeks away. In AI, traders staged an overnight reversal, crowning Google the second-best lab at 48% (+41 points) and dropping Alibaba to 42% (-48), a near-total swap of fortunes in a single session. Anthropic's ascent continued elsewhere: markets now give 62% odds its valuation clears $2 trillion by year-end, up 18 points, while its odds of running the largest 2026 IPO climbed to 26% as SpaceX's slid to 70%. Geopolitics offered the day's sharpest reversal: Venezuela's odds of recognizing Israel by December collapsed to 12%, down 66 points, unwinding much of the summer's optimism.

Today’s biggest movesprobability shifts, volume-weighted
Culture

Will MrBeast's next video get between 70 and 80 million views on week 1?

6.6% 98% 7d
$10,152 traded · 24h
Geopolitics

Will Venezuela recognize Israel by December 31?

79% 12% 24h
$176,529 traded · 24h
Geopolitics

Iran-Oman Hormuz Agreement by August 15?

85% 5.5% 7d
$11,287 traded · 24h
Geopolitics

US announces end of Iranian blockade by August 15, 2026?

58% 1.7% 7d
$153,537 traded · 24h
Culture

Will the total domestic gross for Spider-Man: Brand New Day be at least 900m by August 31?

76% 36% 7d
$51,658 traded · 24h
Science & Tech

Will the next Google Gemini Pro model be released by August 31, 2026?

72% 26% 7d
$13,981 traded · 24h
Science & Tech

Will Alibaba be the second-best AI lab at the end of August 2026?

91% 42% 24h
$6,955 traded · 24h
Politics & Elections

Will there be no change in Fed interest rates after the September 2026 meeting?

48% 72% 7d
$493,025 traded · 24h

Geopolitics

Venezuela's path to recognizing Israel by December 31 crumbled to 12%, a 66-point one-day collapse that erases most of the summer's optimism, even as Saudi Arabia (11%) and North Korea (6%) ticked up slightly. Elsewhere, the Iran-Oman Hormuz agreement (6% for August 15) and a US announcement ending the Iranian blockade (2%) both cratered toward zero — moves that read less as news than as tomorrow's deadline arriving; traders still give September 30 versions of both wagers far better odds.

Venezuela12%▼ 66 24hLebanon7.5%▼ 5 24hNorth Korea6.1%▲ 3 24hSaudi Arabia11%▲ 2 24h
August 155.5%▼ 8 24hAugust 3134%▼ 9 24hSeptember 3054%▼ 18 24hAugust 2222%▼ 14 24h
August 151.7%▼ 3 24hAugust 3124%▼ 11 24hAugust 2212%▼ 7 24hSeptember 3050%▼ 8 24h
US-Iran 60 day negotiation period extended?22%▼ 2 24h
August 3116%▼ 4 24h
No Meeting by September 3062%▲ 6 24hSwitzerland14%▼ 2 24hPakistan12%▼ 1 24hOman3.3%▼ 2 24h

Politics & Elections

The Fed dominates the board: no-change odds for September rose to 72% (+6 on the day, +24 on the week), with December's no-change probability climbing in parallel to 68% (+10/+10). Down-ballot, South Carolina's special Senate primary hardened toward Darlene Graham Nordone (83%, +6) and Wyoming's GOP governor race toward Eric Barlow (79%), while traders remain near-certain (92-93%) Trump insults someone publicly on most days this month.

Fed Decision in September? $2,068,524 · 24h
No change72%▲ 6 24h25 bps increase28%▼ 5 24h
Darline Graham Nordone83%▲ 6 24hRalph Norman18%▼ 6 24h
Eric Barlow79%▲ 1 24hMegan Degenfelder22%▲ 6 24h
No change68%▲ 10 24h25 bps decrease4.6%▼ 6 24h25 bps increase28%▼ 2 24h
August 2192%▲ 20 7dAugust 2292%▲ 7 24hAugust 2993%▼ 1 24hAugust 1792%▲ 6 7d
Crowley 0.4–0.6%98%▲ 6 24hCrowley 0.2–0.4%1.6%▼ 6 24h

Economy & Crypto

Anthropic's markets moved almost uniformly higher: 62% odds of a $2 trillion valuation by year-end (+18), 68% for $1.75 trillion (+14), and 26% odds of running the year's largest IPO (+15), as SpaceX's share of that race slipped to 70% (-16). Apple's hold on second-largest-company status firmed to 86% (+8), while traders trimmed Alphabet's odds to 12% (-8).

SpaceX70%▼ 16 24hAnthropic26%▲ 15 24h
↑$2.0T62%▲ 18 24h↑$1.75T68%▲ 14 24h↑$1.5T84%▲ 6 24h↑$2.5T40%▲ 9 24h
Anthropic IPO by __? $58,216 · 24h
October 31, 202672%▲ 9 24hDecember 31, 202682%▲ 2 24hSeptember 30, 202614%▲ 4 7dSeptember 15, 20262.3%▲ 1 7d
Apple86%▲ 8 24hAlphabet12%▼ 8 24hNVIDIA2.8%▼ 1 24h
Fed rate hike by...? $29,916 · 24h
September Meeting28%▼ 3 24hOctober Meeting40%▼ 6 24h
Fed rate hike in 2026? $103,729 · 24h
Fed rate hike in 2026?52%▼ 3 24h

Science & Tech

Google's second-best-AI-lab odds vaulted to 48% (+41 points in a day) as Alibaba's cratered to 42% (-48) — a near-complete swap of rank in a single session, with weeks still to run before the August 31 verdict. Anthropic still commands the top spot outright at 96% for best model. A Gemini Pro release by August 31 slid to 26% (-19) after the earlier August 21 deadline passed without one, dragging odds down with it.

Alibaba42%▼ 48 24hGoogle48%▲ 41 24hAnthropic2.9%▲ 1 24hMeta5.5%▲ 1 7d
August 3126%▼ 19 24hAugust 216.5%▼ 4 24h
December 31, 202611%▼ 20 7dOctober 31, 20267.5%▼ 4 24h
Anthropic96%▲ 2 24hOpenAI3.2%▼ 2 7dGoogle1.5%▼ 2 7d

Sports

Team Vitality strengthened its grip on the EWC 2026 CS2 title, now favored at 32% (+4) against a resurgent FaZe Clan (12%, +8) in the tournament's highest-volume market ($551k traded). Barcelona remains the strong favorite for Rodri's transfer at 81%, though that's down 6 points on the day as Manchester City's odds crept up to 16%. Harry Kane still leads the Ballon d'Or field at 59%.

Edu Aguirre5%▼ 1 24hRio Ferdinand2.5%▼ 6 24hMarcelo4.3%▼ 4 24hDiogo Dalot5.5%▼ 57 7d
EWC 2026 CS2: Winner $551,449 · 24h
FaZe Clan12%▲ 8 24hTeam Vitality32%▲ 4 24hThe MongolZ1.8%▼ 4 24hBIG1.5%▼ 2 24h
Manchester City16%▲ 6 24hBarcelona81%▼ 6 24hReal Madrid1.9%▼ 1 24h
TEAM VISION31%▲ 6 24h1w Team3.5%▼ 3 24hTeam Liquid9.5%▲ 3 24hBoomBoys14%▲ 4 7d
Ballon d'Or Winner 2026 $167,698 · 24h
Lamine Yamal16%▼ 1 24hKhvicha Kvaratskhelia3.9%▲ 2 7dRodri7.5%▼ 1 24hHarry Kane59%▼ 1 24h
Boston Red Sox6%▼ 5 7dLos Angeles Dodgers36%▼ 1 24hTampa Bay Rays8.1%▲ 1 24hHouston Astros3%▲ 1 24h

Culture

Spider-Man: Brand New Day's markets flipped hard: odds it clears $900m domestic by August 31 fell to 36% (-26), with the $800-900m bracket now favored at 64% (+28) — a genuine repricing with two weeks still on the clock. MrBeast's latest video, meanwhile, is all but certified for the 70-80M week-one bracket at 98%, though that's mostly the calendar closing in, with the video's fate due in about two days.

70-80M98%▲ 5 24h
800 - 900m64%▲ 28 24h900m+36%▼ 26 24h
Julianne Moore27%▼ 5 24hSandra Hüller9.3%▲ 1 24hLéa Seydoux4.5%▼ 2 7dMichelle Williams3.8%▼ 2 7d
Avengers: Doomsday6.5%▼ 1 7dSpider-Man: Brand New Day92%▲ 1 7d
Will Jesus Christ return before 2027?2.1%

Google went from also-ran to runner-up in a single session — a reminder that in AI markets, rank turns over faster than earnings calls.

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