Wednesday, September 2, 2026GraphArchiveSubscribeDaily · No. 84

The Probable Times

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

Brazil's Cury Craters to 2% While Third Place Fight Rages On

Markets have priced Augusto Cury out of Brazil's presidency at 2%, down 32 points this week, even as he still leads the fight for third place at 50%. Elsewhere, traders nudge a Trump-Putin summit toward China and warm to an Israel-Lebanon meeting.

Brazil's presidential race has scrambled twice over. Augusto Cury, tipped for a serious shot at the presidency a week ago, is now priced at just 2% to win (-32 points on the week), even as he still leads the fight for third place at 50%, a lead that narrowed 4 points overnight as Renan Santos surged 15 points to 32%. Geopolitics shifted in parallel: markets now give a Trump-Putin summit in China a 54% chance (+13 points on the day), pushing the no-meeting scenario down 9 points to 40%, while an Israel-Lebanon diplomatic meeting by September 15 jumped 35 points overnight to 58%. On rates, traders extended their week-long pivot toward a September Fed hike, now 60% (+4 points on the day, +28 on the week) against 38% for no change. AI markets, by contrast, are mostly clocking imminent release deadlines rather than revealing new conviction.

Today’s biggest movesprobability shifts, volume-weighted
Science & Tech

Next Google Gemini Flash Model (3.8+) released by September 4, 2026?

38% 97% 24h
$8,228 traded · 24h
Science & Tech

Will the next Google Gemini Flash model be released on September 2, 2026?

22% 78% 24h
$7,291 traded · 24h
Science & Tech

Will OpenAI’s Astra model be released by September 15, 2026?

50% 94% 7d
$19,541 traded · 24h
Politics & Elections

Will Augusto Cury finish in third place in the first round of the 2026 Brazilian presidential election?

4.3% 50% 7d
$8,440 traded · 24h
Politics & Elections

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

68% 38% 7d
$1,208,285 traded · 24h
Politics & Elections

Will Augusto Cury win the 2026 Brazilian presidential election?

34% 2.2% 7d
$186,667 traded · 24h
Culture

Will the total domestic gross for Spider-Man: Brand New Day be between 940m and 950m by September 30?

26% 63% 7d
$14,572 traded · 24h
Geopolitics

Israel x Lebanon diplomatic meeting by September 15, 2026?

24% 58% 24h
$5,016 traded · 24h

Geopolitics

Markets shifted the Trump-Putin venue toward China, now 54% (+13 points on the day, +6 on the week), as the no-meeting outcome fell to 40% (-9 points). An Israel-Lebanon diplomatic meeting by September 15 jumped 35 points overnight to 58%, even as the same market's near-term dates (September 9, 13) drifted lower. Confidence in the Israel-Iran ceasefire holding eased across every horizon, down 6-8 points on the day, and traders trimmed expectations for an end to the Iranian blockade by October to 37% (-2 points).

September 1558%▲ 35 24hSeptember 95.5%▼ 2 24hSeptember 1312%▼ 4 24hSeptember 3082%▼ 2 24h
September 3020%▲ 1 24hOctober 3137%▼ 2 24hSeptember 145.5%▼ 4 24hSeptember 2112%▼ 1 24h
China54%▲ 13 24hNo meeting by December 3140%▼ 9 24hRussia2.1%▼ 1 24h
October 3168%▼ 8 24hSeptember 3080%▼ 7 24hDecember 3160%▼ 6 24hNovember 3064%▼ 6 24h
No Meeting by September 3089%▲ 2 24hPakistan3%▼ 8 7dSwitzerland5.5%▼ 4 7dQatar2.1%▼ 1 7d
September 3014%▲ 8 24h

Politics & Elections

Brazil's third-place scramble intensified: Augusto Cury still leads at 50% (-4 points on the day) but his week-long surge of 45 points has stalled, while Renan Santos jumped 15 points to 32% and Ronaldo Caiado slid 15 points to 14%. Cury's presidential odds collapsed to 2% (-32 points on the week), leaving Lula (56%) and Flávio Bolsonaro (40%, +5 on the week) as the real contenders. Meanwhile, traders continued favoring a September Fed hike, 60% versus 38% for no change, extending the week's rate-path repricing.

Augusto Cury50%▼ 4 24hRenan Santos32%▲ 15 24hRonaldo Caiado14%▼ 15 24h
Fed Decision in September? $3,881,816 · 24h
No change38%▼ 4 24h25 bps increase60%▲ 4 24h
Augusto Cury2.2%▼ 32 7dLuiz Inácio Lula da Silva56%▼ 7 7dFlávio Bolsonaro40%▲ 1 24hRenan Santos2.6%▲ 1 24h
Mark Rutte49%▲ 29 24hJavier Milei42%▲ 22 24hClaudia Sheinbaum46%▲ 16 24hJon Rahm42%▼ 11 24h
Augusto Cury1.8%▲ 1 24hFlávio Bolsonaro86%▼ 2 24hLuiz Inácio Lula da Silva7.3%▼ 2 24hRenan Santos1.8%▲ 1 24h
Lindsay Clancy convicted of murder?17%▼ 10 24h

Economy & Crypto

The Fed repricing continued: a September hike sits at 58% (+3 points on the day, +25 on the week) and October at 66% (+24 on the week), while 2026 odds for any hike reached 72%. The Bank of Japan looks near-certain to move, with a 25bp increase at 96% (+8 points on the day). Gold's path higher cooled slightly, its $5,000 target down 4 points to 46%, while Anthropic's IPO is increasingly expected in October (88%, +11 points on the week) at a $1.75-2.0T valuation (25%, +4 points).

Fed rate hike by...? $53,389 · 24h
September Meeting58%▲ 3 24hOctober Meeting66%▲ 2 24h
Fed rate hike in 2026? $100,322 · 24h
Fed rate hike in 2026?72%▲ 2 24h
↑ $5,00046%▼ 4 24h↓ $3,50015%▲ 4 24h↑ $6,00012%▼ 1 24h↓ $3,0005.3%▼ 3 24h
No change2.6%▼ 9 24h25 bps increase96%▲ 8 24h
$2.5–$2.75T11%▼ 2 24h$1.75–$2.0T25%▲ 4 24h$1.5–$1.75T10%▲ 2 24h$2.0–$2.25T18%▲ 2 7d
October 202688%▲ 11 7dSeptember 20267%▼ 2 24hDecember 20261.7%▼ 2 7d

Science & Tech

AI release markets swung hard as deadlines close in: Google's next Gemini Flash model hit 97% for a September 4 release (+58 points on the day) and 78% for today's September 2 target (+55 points), while OpenAI's Astra reached 94% for a September 15 release (+32 points on the day, +44 on the week) — largely calendar effects rather than fresh conviction. GPT-6 by September 30 climbed to 59% (+14 points on the day, +35 on the week), and Anthropic held its lead as traders' pick for best AI agent at 90%.

September 497%▲ 58 24hSeptember 277%▲ 50 24hSeptember 1198%▲ 50 24hSeptember 997%▲ 46 24h
September 278%▲ 55 24hNo release by September 152.4%▼ 8 24hSeptember 319%▼ 2 24h
September 1186%▲ 40 24hSeptember 482%▲ 36 24hSeptember 1594%▲ 32 24hSeptember 382%▲ 32 24h
GPT-6 released by…? $47,431 · 24h
September 15, 202646%▲ 4 24hSeptember 30, 202659%▲ 14 24hOctober 31, 202666%▲ 7 24hDecember 31, 202678%▲ 5 24h
September 3034%▲ 11 24hNovember 3092%▲ 4 24hOctober 3166%▼ 1 24hSeptember 158%▼ 2 7d
Anthropic90%▲ 4 24hOpenAI8%▼ 5 24h

Sports

Carlos Alcaraz remains the market's US Open favorite at 36% (+2 points on the day, +6 on the week), ahead of Alexander Zverev at 22%. On the women's side, Coco Gauff (19%) and a rising Elena Rybakina (6%, +2 points) lead a wide-open field. Harry Kane's Ballon d'Or favoritism held near-steady at 63%, and Mercedes remained a near-lock for the F1 Constructors' title at 92%.

Carlos Alcaraz36%▲ 2 24hAlexander Zverev22%▼ 2 24hRafael Jodar5.7%▲ 1 24hDaniil Medvedev3.5%▲ 1 7d
EPL: 2027 Champion $189,126 · 24h
Manchester City24%▲ 2 24hLiverpool5.5%▼ 1 24hArsenal50%▲ 1 24h
Mercedes92%▲ 1 24hFerrari7%▼ 2 24h
Elena Rybakina6.2%▲ 2 24hCoco Gauff19%▲ 1 24hMarta Kostyuk3.6%
Ballon d'Or Winner 2026 $193,311 · 24h
Harry Kane63%▼ 1 24hKylian Mbappé7.5%▼ 1 24hRodri6.5%▼ 1 7dLionel Messi2.6%
Los Angeles Rams16%▼ 1 24hDallas Cowboys4.5%▼ 1 7dJacksonville Jaguars2.5%▼ 1 7dSeattle Seahawks6.5%

Culture

Traders sharply favored a narrower box-office outcome for Spider-Man: Brand New Day, with the $940-950m band jumping 12 points to 63% (+36 on the week) at the expense of the $950-960m band, which fell 16 points to 17%. Grand Theft Auto VI's extended-look view count is simply settling in as its two-day resolution window nears, with under-20M holding at 86%.

940 - 950m63%▲ 12 24h950 - 960m17%▼ 16 24h<940m22%▲ 4 24h
<20M86%▲ 6 24h20-22M14%▼ 3 24h
Will Jesus Christ return before 2027?1.6%

World & Other

The lone entry here, Putin's meeting with Iranian officials, sits at 99% with its August 31 deadline effectively arrived — a formality more than a forecast.

Putin meets with Iranian officials by August 31?99%

Traders can price a summit in China with more confidence than they can hold a rate call for a full week.

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