Saturday, August 15, 2026GraphArchiveSubscribeDaily · No. 66

The Probable Times

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

Markets Give Up on Iran Talks, Bet on a Long Freeze

Traders have slashed the odds of a swift end to the Iranian blockade and now see no qualifying US-Iran meeting before October as more likely than not, even as a Wisconsin surge and a tightening IPO race show plenty of movement elsewhere.

Diplomacy with Iran has stalled in traders' eyes: the odds of Washington ending its blockade by August 22 collapsed to 10%, down 62 points over the week, while the chance of a further 60-day negotiation extension sank to 13%, down 58 points. Markets now assign 70% odds — up 43 points over seven days — to no qualifying US-Iran meeting before September 30. Domestically, Wisconsin's governor race flipped hard: Democrat David Crowley's implied odds jumped 36 points over the week to 78%, while Republican Tom Tiffany slid to 24%, down 36 points over the same span. In the IPO arena, Anthropic is closing on SpaceX for 2026's biggest listing — its odds up 12 points on the day to 38% — as SpaceX fell 8 points to 62%.

Today’s biggest movesprobability shifts, volume-weighted
Geopolitics

US announces end of Iranian blockade by August 22, 2026?

72% 10% 7d
$137,139 traded · 24h
Geopolitics

US-Iran 60 day negotiation period extended?

72% 13% 7d
$185,869 traded · 24h
Geopolitics

Will no qualifying diplomatic US-Iran meeting occur by September 30, 2026?

27% 70% 7d
$35,514 traded · 24h
Politics & Elections

Will Darline Graham Nordone be the new republican nominee for Senate in South Carolina?

47% 86% 7d
$81,496 traded · 24h
Politics & Elections

Will the Republicans win the Wisconsin governor race in 2026?

60% 24% 7d
$72,212 traded · 24h
Sports

Will Viktor Hovland win the 2026 FedEx St. Jude Championship?

50% 7.8% 7d
$5,427 traded · 24h
Culture

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

45% 79% 7d
$6,107 traded · 24h
Economy & Crypto

Will SpaceX have the highest IPO Market Cap 2026?

92% 62% 7d
$25,933 traded · 24h

Geopolitics

Every Iran-related contract retreated this week. The odds of the blockade ending by August 22 fell to just 10%, down 62 points over seven days; the 60-day negotiation extension market slid to 13%, down 58 points over the same span. Traders now assign 70% odds (+43 points/7d) to no qualifying US-Iran meeting before September 30, and Strait of Hormuz traffic normalizing by year-end sits at 44%, down 15 points over the week — diplomacy stalling on every measurable front.

August 2210%▼ 2 24hAugust 3120%▼ 4 24hSeptember 3040%▼ 10 24hOctober 3162%▼ 5 24h
US-Iran 60 day negotiation period extended?13%▼ 10 24h
No Meeting by September 3070%▲ 8 24hSwitzerland9.5%▼ 4 24hPakistan9.4%▼ 2 24hOman2.9%▼ 4 7d
September 3030%▼ 7 24hAugust 3110%▼ 1 24h
Strait of Hormuz traffic returns to normal by September 30?14%▼ 1 24h
Strait of Hormuz traffic returns to normal by December 31?44%▼ 1 24h

Politics & Elections

Wisconsin's governor race was the week's biggest political mover: Democrat David Crowley's odds rocketed 36 points to 78%, while Republican Tom Tiffany fell to 24%. That shift echoes a broader tilt toward Democrats in the generic Senate market, now 52% (+7 points/7d). In South Carolina, Darline Graham Nordone's primary lead widened to 86% as the vote nears. The Fed's September path stayed calm — no change priced at 74%, up 2 points on the day — while Brazil's Chamber of Deputies race tightened as UPB gained 9 points on the day to 30%.

Darline Graham Nordone86%▲ 3 24hRalph Norman14%▼ 4 24h
Tom Tiffany (R)24%▲ 1 24hDavid Crowley (D)78%▲ 36 7d
Fed Decision in September? $1,330,105 · 24h
No change74%▲ 2 24h25 bps increase24%▼ 3 24h
UPB30%▲ 9 24hPL64%▼ 8 24h
Eric Barlow79%▲ 10 7dMegan Degenfelder22%▼ 8 7d
Republican Party48%▼ 7 7dDemocratic Party52%▲ 7 7d

Economy & Crypto

The IPO race narrowed sharply: Anthropic's odds of the largest 2026 listing rose 12 points on the day to 38%, while SpaceX slipped 8 points to 62%. That mirrors rising confidence in Anthropic's valuation — traders put 67% odds (+5 points/24h) on the company topping $2.0T by year-end. Elsewhere, the odds of any 2026 Fed rate hike eased to 44%, down 7 points on the day, and NVIDIA's grip on 'largest company' held firm at 97%.

SpaceX62%▼ 8 24hAnthropic38%▲ 12 24h
↑$2.0T67%▲ 5 24h↑$1.5T86%▲ 2 24h↑$1.75T72%▲ 4 24h↑$2.5T36%▼ 3 24h
$100M28%▼ 11 24h$250M21%▼ 4 24h$1B8.5%▼ 2 24h$500M 18%▲ 2 24h
Fed rate hike in 2026? $88,404 · 24h
Fed rate hike in 2026?44%▼ 7 24h
NVIDIA97%▲ 1 24hApple1.7%▼ 1 24h
Anthropic IPO by __? $34,716 · 24h
December 31, 202682%▲ 1 24hOctober 31, 202670%▼ 2 24hSeptember 15, 20261.8%▼ 2 7dSeptember 30, 202614%▼ 2 7d

Science & Tech

OpenAI's Astra model dropped hard across every Arena-score threshold — the 1490+ bracket fell 31 points on the day to 32% — as traders converge on a lower debut score. The Doge-1 lunar mission's target year has effectively shifted to 2027, now 68% (+16 points/7d), with a 2026 launch down to just 3%. Anthropic's hold on 'best AI model' stayed commanding at 96%, and a Tesla-SpaceX merger by 2027 crept up to 55%, the only merger horizon markets take half-seriously.

1490+32%▼ 31 24h1480+66%▼ 18 24h1500+14%▼ 14 24h1510+9.5%▼ 10 24h
August 3123%▼ 4 24hAugust 213.5%▼ 3 24h
December 31, 202768%▲ 16 7dDecember 31, 20263.2%▼ 5 24h
Anthropic96%▲ 1 24hOpenAI2.6%▼ 1 24h
September 30, 20266.7%▲ 1 24hDecember 31, 202618%▲ 1 7dDecember 31, 202755%

Sports

With the FedEx St. Jude Championship's final round approaching its close, Scottie Scheffler's title odds jumped 52 points on the day to 64% as the clock narrowed the field against Hovland (8%) and Åberg (6%). Transfer markets moved independently: Chelsea's odds of landing Enzo Fernández climbed 25 points to 66%, and Barcelona's hold on Rodri firmed to 84%. In esports, Team Falcons overtook Vitality for the EWC CS2 favorite spot (26% vs 22%), and Team Vision extended its Dota 2 lead to 38%.

Scottie Scheffler64%▲ 52 24hSung-Jae Im4.9%▲ 2 24hViktor Hovland7.8%▲ 6 24hLudvig Aberg5.7%▲ 3 24h
Manchester City28%▼ 26 24hChelsea66%▲ 25 24h
EWC 2026 CS2: Winner $690,447 · 24h
Team Vitality22%▼ 10 24hTeam Falcons26%▲ 8 24hTeam Spirit18%▲ 2 24hB82.8%▲ 2 24h
Team Yandex8.6%▼ 10 24hTEAM VISION38%▲ 8 24hTeam Spirit18%▲ 4 24hTeam Liquid6%▼ 4 24h
Manchester City11%▼ 5 24hBarcelona84%▲ 3 24hReal Madrid1.8%▼ 1 7d
Ballon d'Or Winner 2026 $154,683 · 24h
Lamine Yamal16%▼ 5 7dHarry Kane61%▲ 3 24hKhvicha Kvaratskhelia4%▲ 2 7dKylian Mbappé7.2%▼ 1 7d

Culture

Spider-Man: Brand New Day's box-office markets swung bearish, with sub-900m domestic gross odds up 15 points on the day to 79%, echoed by a parallel 800-900m contract at 78% (+14 points/24h). Ahead of this weekend's box-office report, due in about two days, "The End of Oak Street" traders piled into the $20-23m opening bracket, now 60%. Bond speculation firmed around Jack Lowden, up 11 points to 34%, while Bad Bunny's hold on Spotify's top-artist spot ticked up to 78%.

20-23m60%▲ 42 24h23-26m6%▼ 34 24h17-20m32%▲ 25 24h
<900m79%▲ 15 24h900 - 920m10%▼ 14 24h920 - 940m2.1%▼ 4 24h
800 - 900m78%▲ 14 24h900m+21%▼ 15 24h
Next James Bond actor? $22,678 · 24h
Jack Lowden34%▲ 11 24hCallum Turner16%▼ 5 24hTheo James6%▲ 1 24hAaron Taylor-Johnson7.3%▼ 4 24h
My Life With the Walter Boys: Season 391%▼ 4 24hTires: Season 34.7%▲ 2 24h
Drake9.6%▼ 4 24hBad Bunny78%▲ 4 24hBruno Mars3.6%Taylor Swift8.6%

The market's verdict: a Wisconsin governor is easier to call than a phone call with Tehran.

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