Monday, August 31, 2026GraphArchiveSubscribeDaily · No. 82

The Probable Times

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

Markets Price a Wider Iran Strike Front Across the Gulf

Strike-risk contracts on the UAE and Qatar jumped double digits at horizons a month out, not just tomorrow's deadline market — while a $1.9 million Fed contract flipped toward a September hike.

Traders spent the day widening their map of Iranian risk: markets now put a strike on the United Arab Emirates by September 30 at 82%, up 62 points on the day and 33 on the week, while a parallel Qatar contract for the same date jumped to 60%, up 32 points on the day and 38 on the week. Neither move is a deadline artifact — both dates sit a month out. Meanwhile the Fed's own market flipped on $1.9 million in volume: a 25-basis-point September hike now leads at 52% (+5 points on the day, +20 on the week), overtaking 'no change' at 48% (-20 points on the week). And the AI race keeps accelerating regardless — the next Mythos-Class model is priced at 76% to ship by September 9, up 24 points on the week, with GPT-6 odds by year-end climbing to 70%.

Today’s biggest movesprobability shifts, volume-weighted
Geopolitics

Will Iran target a Arab country on August 31, 2026?

5.4% 98% 24h
$23,827 traded · 24h
Geopolitics

Will Iran target the United Arab Emirates by August 31, 2026?

1% 80% 24h
$17,819 traded · 24h
Geopolitics

Israeli forces enter Nabatieh by September 30?

50% 12% 24h
$112,963 traded · 24h
Politics & Elections

Will Stephen Lynch be the Democratic nominee for MA-08?

50% 82% 7d
$16,995 traded · 24h
Politics & Elections

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

68% 48% 7d
$608,238 traded · 24h
Economy & Crypto

Fed Rate Hike by September 2026 Meeting?

31% 52% 7d
$32,497 traded · 24h
Economy & Crypto

Next Mythos-Class Model released by September 9, 2026?

52% 76% 7d
$16,040 traded · 24h
Sports

Will Julian Alvarez stay at Atletico Madrid?

58% 77% 7d
$25,886 traded · 24h

Geopolitics

Markets widened the map of Iranian risk well beyond tomorrow's deadline: a strike on the UAE by September 30 rose to 82% (+62 pts/24h, +33 pts/7d), and one on Qatar by the same date jumped to 60% (+32 pts/24h, +38 pts/7d) — both dated weeks out, so this reads as repricing, not calendar drift. Meanwhile traders cooled on an Israeli push into Nabatieh, down to 12% (-38 pts/24h), and raised the odds Washington charges Cuba's Díaz-Canel to 56% (+32 pts/24h).

August 3198%▲ 93 24hAugust 301.7%▼ 10 7d
August 3180%▲ 79 24hSeptember 1585%▲ 76 24hSeptember 3082%▲ 62 24h
September 3012%▼ 38 24hAugust 315.8%▲ 2 7d
December 3156%▲ 32 24h
August 3128%▲ 27 24hSeptember 3060%▲ 32 24hSeptember 1538%▲ 28 24h
October 3138%▼ 21 24hAugust 312.1%▼ 2 24hSeptember 3030%▼ 7 24hSeptember 2118%▼ 2 24h

Politics & Elections

The Fed race flipped on $1.9 million in trading: a 25-bp September hike now leads at 52% (+5 pts/24h, +20 pts/7d), overtaking 'no change' at 48% (-3 pts/24h, -20 pts/7d). Down-ballot, Stephen Lynch's 82% lead in the MA-08 primary and Daniel Gobeil's surge to 84% in Chicoutimi—Le Fjord both reflect polls closing in on tomorrow's vote rather than fresh news. Brazil's first-round race also stirred, with Lula's second-place odds up to 13% (+8 pts/7d).

Stephen Lynch82%▲ 32 7dPatrick Roath18%▼ 32 7d
Fed Decision in September? $1,892,122 · 24h
No change48%▼ 3 24h25 bps increase52%▲ 5 24h
Caroline Dubé16%▼ 12 24hDaniel Gobeil84%▲ 12 24h
Clarity Act (H.R.3633) signed into law in 2026?12%▼ 1 24h
Nermin Nikšić16%▲ 7 24hElmedin Konaković12%▲ 4 24hDenis Zvizdić15%▲ 3 24hZoran Tegeltija5.1%▲ 2 24h
Luiz Inácio Lula da Silva13%▲ 8 7dFlávio Bolsonaro84%▼ 1 24hAugusto Cury1.9%

Economy & Crypto

Rate-hike odds are climbing across every horizon — 52% by September, 60% by October, and 68% for all of 2026 (+13 pts/7d) — confirming the Fed story isn't a one-day blip. In AI, traders now give 76% odds (+9 pts/24h, +24 pts/7d) to the next Mythos-Class model shipping by September 9. NVIDIA's grip on 'largest company' looks unshaken at 92% through September and 76% through year-end.

Fed rate hike by...? $38,158 · 24h
September Meeting52%▲ 7 24hOctober Meeting60%▲ 2 24h
September 976%▲ 9 24hSeptember 3090%▲ 3 24hSeptember 1580%▲ 22 7dSeptember 772%▲ 10 24h
Fed rate hike in 2026? $57,425 · 24h
Fed rate hike in 2026?68%▲ 2 24h
NVIDIA76%▲ 4 7dApple15%▲ 1 7dAlphabet9%
0 (0 bps)88%▲ 2 7d1 (25 bps)8.5%▼ 1 7d2 (50 bps)3.3%
Alphabet1.8%▼ 1 7dApple7.5%▲ 1 7dNVIDIA92%

Science & Tech

GPT-6 timing keeps pulling forward: traders put 70% odds on a release by December 31 and 63% by October 31 (+18 pts/7d), while Anthropic's hold on 'best model' through September strengthened to 94% (+3 pts/7d). The frontier race now looks less like a question of whether a new model ships than which lab's ships first.

GPT-6 released by…? $36,018 · 24h
September 15, 202642%▲ 4 24hOctober 31, 202663%▼ 2 24hSeptember 30, 202646%▼ 2 24hDecember 31, 202670%▲ 3 24h
Anthropic94%▲ 3 7dOpenAI3.9%▼ 1 7dGoogle2.1%▼ 1 7d

Sports

Julian Alvarez's move to Atletico Madrid firmed to 77% (+8 pts/24h, +20 pts/7d), squeezing Arsenal down to 17%. Arsenal itself remains the favorite for the 2027 Premier League title at 50%, while Carlos Alcaraz leads the US Open field at 28% (+3 pts/24h) as the tournament plays out day by day.

Atletico Madrid77%▲ 8 24hArsenal17%▼ 9 7dBarcelona3.5%▼ 2 24h
EPL: 2027 Champion $217,339 · 24h
Chelsea16%▲ 3 24hLiverpool6.5%▼ 4 7dManchester City22%▲ 3 7dArsenal50%▼ 1 24h
Spirit32%▼ 3 24hVitality12%▲ 1 24hFURIA12%▲ 3 24hFalcons25%▲ 6 7d
Carlos Alcaraz28%▲ 3 24hArthur Fils9.1%▲ 2 24hDaniil Medvedev4.1%▲ 2 24hAlexander Zverev22%▼ 1 24h
Jessica Pegula9.4%▲ 1 24hAryna Sabalenka22%▼ 1 24hKarolina Muchova3.5%▲ 1 24hMirra Andreeva5.4%▼ 1 7d
Los Angeles Rams18%▲ 2 24hCincinnati Bengals3.2%▼ 1 24hMinnesota Vikings1.7%Green Bay Packers2.9%

Culture

'Spider-Man: Brand New Day' converged on its top box-office band (22-24m, 96%, +14 pts/24h) as its fifth-weekend deadline arrived — pure calendar mechanics. More telling: Callum Turner gained ground as the next James Bond, up to 18% (+3 pts/24h), while GTA VI's teaser eased to 78% odds of staying under 20 million first-week views.

22-24m96%▲ 14 24h20-22m4%▼ 8 24h
<20M78%▼ 2 24h20-22M20%▲ 2 24h
Next James Bond actor? $23,345 · 24h
Jack Lowden23%▼ 5 7dCallum Turner18%▲ 3 24hJacob Elordi5.9%▲ 2 7dPaul Mescal2.3%▲ 2 7d
Will Jesus Christ return before 2027?1.4%▼ 1 7d

Somewhere between the Strait of Hormuz and the FOMC, certainty just got thirty points more expensive.

The weekly digest

The week’s biggest probability moves, in one email every Sunday. Free.