Wednesday, September 16, 2026GraphArchiveSubscribeDaily · No. 98

The Probable Times

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

Senate's Clarity Act Craters as Fed Hike Bets Harden Toward Certainty

A crypto market-structure bill's Senate prospects collapsed overnight, while traders pushed the odds of a 2026 Fed rate hike to near-lock territory.

Overnight, the Senate's crypto market-structure bill lost its majority in the market's eyes: odds that more than 50 Senators back the Clarity Act fell to 10%, down 36 points on the day and 28 points on the week, with support among named holdouts like Thom Tillis (13%, -28) and Jacky Rosen (12%, -28) sliding in lockstep. Meanwhile the Fed narrative firmed rather than reversed — traders now put a 2026 rate hike at 96% (+25 points on the week), with September (87%) and October (92%) meeting-specific contracts both pricing an increase, not a cut. In geopolitics, Friedrich Merz's odds of visiting Ukraine by year-end jumped to 44%, up 14 points on the day and 20 on the week, edging past Mark Rutte (40%). And in culture, MrBeast Gaming's traders swung hard: the 40-45 million view-count band for its next video surged 30 points to 71% in a single day.

Today’s biggest movesprobability shifts, volume-weighted
Politics & Elections

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

46%→ 12% 7d
$6,533,691 traded · 24h
Politics & Elections

Will Moderate Party (M) win between 18% and 20% of all valid votes?

38%→ 92% 7d
$15,043 traded · 24h
Economy & Crypto

Fed Rate Hike by September 2026 Meeting?

54%→ 87% 7d
$60,298 traded · 24h
Politics & Elections

Will over 50 Senators vote for the Clarity Act?

46%→ 10% 24h
$19,273 traded · 24h
Economy & Crypto

Fed rate hike in 2026?

70%→ 96% 7d
$304,784 traded · 24h
Culture

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

25%→ 55% 7d
$13,089 traded · 24h
Culture

Will MrBeast Gaming's next video get between 40 and 45 million views in week 1?

42%→ 71% 24h
$11,234 traded · 24h
Geopolitics

Will Friedrich Merz visit Ukraine by December 31, 2026?

24%→ 44% 7d
$23,883 traded · 24h

Geopolitics

Merz's Ukraine odds rose to 44% (+14 on the day, +20 on the week), overtaking Emmanuel Macron (17%, -4) and closing on Mark Rutte (40%). Xi Jinping's US visit by September 23 firmed to 89% (+11 on the day) as the date nears. Israel striking exactly four countries in 2026 held at 77%, while Iran's Hormuz-fee timelines drifted lower across the board — October 31 down to 16%, December 31 to 30% — as traders push the story further out.

Friedrich Merz44%▲ 14 24hMark Rutte40%▲ 2 24hEmmanuel Macron17%▼ 4 24hJD Vance12%▲ 1 24h
September 3026%▼ 17 7dOctober 3167%▲ 3 24hDecember 3184%▼ 3 24h
September 2389%▲ 11 24hOctober 3193%▼ 1 24hDecember 3194%▼ 1 24hSeptember 2492%▲ 2 24h
October 3116%▼ 6 24hDecember 3130%▼ 2 24hSeptember 304.5%▼ 2 24h
477%▲ 1 24h54.8%▼ 2 24h82.5%▲ 1 24h64.5%▼ 2 7d
September 217.5%▼ 2 24hSeptember 3019%▼ 4 24hOctober 3142%▼ 2 24h

Politics & Elections

The Clarity Act's Senate math fell apart on the tape: odds of 50-plus votes dropped to 10% (-36 on the day), with Above-55 (12%, -26) and Above-60 (10%, -21) collapsing in tandem, and law-by-2026 odds down to 5%. With the September Fed meeting now at hand, 'no change' settled at 12% and Sweden's Moderate Party vote-share bucket hit 92% as both deadline-bound contracts converge toward resolution. In Berlin, Die Linke's lead widened to 66% (+19 on the week), well clear of the CDU's 26%.

Above 5010%▼ 36 24hAbove 5512%▼ 26 24hAbove 5813%▼ 20 24hAbove 6010%▼ 21 24h
Fed Decision in September? $19,303,417 · 24h
No change12%▲ 1 24h25 bps increase88%▲ 34 7d
18-20%92%▲ 54 7d20%+7.9%▲ 1 24h
Jacky Rosen12%▼ 28 24hThom Tillis13%▼ 28 24hRand Paul16%▲ 8 24hJerry Moran5.5%▼ 19 24h
Clarity Act (H.R.3633) signed into law in 2026?5.3%▼ 13 24h
Linke66%▲ 2 24hAfD8%▼ 4 7dGrüne1.7%▼ 4 7dCDU26%▼ 1 24h

Economy & Crypto

Traders hardened their conviction that the Fed hikes rather than cuts: a 2026 increase now prices at 96% (+25 on the week), with September (87%) and October (92%) meeting contracts both leaning the same way. Recession odds for 2026 ticked up to 16% (+7 on the day), and the odds of the 10-year yield reaching 5.1% jumped to 72% (+7 on the day). Anthropic's IPO timeline slipped across nearer-dated bands, with the December 31 contract still the surest bet at 88%.

Fed rate hike by...? $183,860 · 24h
September Meeting87%▼ 1 24hOctober Meeting92%▲ 2 24h
Fed rate hike in 2026? $304,784 · 24h
Fed rate hike in 2026?96%▲ 3 24h
US recession by end of 2026?16%▲ 7 24h
5.2%41%▲ 8 24h5.1%72%▲ 7 24h5.5%10%▲ 6 7d6.0%5.9%▲ 4 7d
Anthropic IPO by __? $69,411 · 24h
October 31, 202653%▼ 8 24hNovember 30, 202676%▼ 4 24hNovember 15, 202668%▼ 6 24hDecember 31, 202688%▲ 3 24h
None by December 25, 202686%▲ 10 7dArtificial Inu (AI)8.5%▲ 1 24hThe Black Bull (ANSEM)1.6%▼ 2 7dCash Cat (CASHCAT)5.5%▼ 1 7d

Science & Tech

Confidence that major labs commit to third-party vetting by October 31 fell across the board — Google to 32% (-12), Microsoft to 30% (-11), SpaceXAI to 17% (-30) — a broad retreat rather than one lab's story. Anthropic's hold on 'best model' honors strengthened to 96% (+7 on the week). Traders also warmed to a Tesla-SpaceX merger announcement, up to 61% by December 2027 (+10 on the day), and to OpenAI notching another Millennium Prize solution, now 76% by end-2027 (+7 on the day, +38 on the week).

SpaceXAI17%▼ 30 24hGoogle32%▼ 12 24hMicrosoft30%▼ 11 24hAmazon18%▼ 9 24h
December 31, 202776%▲ 7 24hSeptember 30, 202624%▲ 5 24hDecember 31, 202646%▼ 1 24h
June 30, 202751%▲ 12 24hDecember 31, 202761%▲ 10 24hFebruary 28, 202732%▲ 6 24hDecember 31, 202620%▲ 2 24h
050%▼ 18 7d224%▲ 9 24h120%▼ 8 24h37%▼ 8 7d
↑ 153024%▼ 16 7d↑ 154022%▲ 4 24h↑ 155018%▲ 3 24h↑ 16006%▲ 2 7d
Anthropic96%▲ 7 7dGoogle1.8%

Sports

Uzbekistan's odds to win the Chess Olympiad Open climbed to 31% (+8 on the day), pulling ahead of the United States (22%) as India (28%) holds second. Harry Kane's Ballon d'Or favoritism eased to 54% (-9 on the week) as Lamine Yamal closed to 22% (+8 on the week). Kimi Antonelli's F1 title odds stayed near-total at 93%, and Arsenal extended its lead for the 2027 EPL crown to 56%, ahead of Manchester City's 30%.

Uzbekistan31%▲ 8 24hUnited States of America22%▼ 4 24hIndia28%▼ 2 24hGermany3.4%▼ 2 24h
Ballon d'Or Winner 2026 $243,075 · 24h
Harry Kane54%▼ 9 7dLamine Yamal22%▼ 2 24hRodri4.5%▼ 1 24hLionel Messi2.9%▲ 1 24h
AJ Dybantsa18%▼ 6 24hCaleb Wilson24%▲ 3 24hDarryn Peterson18%▲ 2 24hDarius Acuff Jr.4%▼ 2 24h
Caleb Williams15%▼ 3 24hDak Prescott2%▼ 8 7dJustin Herbert3.9%▼ 3 24hDrake Maye2.4%▼ 1 24h
F1 Drivers' Champion $29,051 · 24h
Kimi Antonelli93%▲ 1 24hGeorge Russell2.1%▼ 3 7dLando Norris2.8%
EPL: 2027 Champion $47,426 · 24h
Chelsea4.5%▼ 1 24hManchester City30%▲ 4 7dArsenal56%▼ 2 24hLiverpool2.6%▼ 3 7d

Culture

MrBeast Gaming's audience call swung hard in a day: the 40-45 million view band for the channel's next video surged to 71% (+30 on the day) at the expense of the 45-50 million bucket, now 29% (-23). Traders also reshuffled 'Spider-Man: Brand New Day' box-office expectations, moving 14 points from the 940-950m band (now 55%) into the 950-960m band (46%, +16) as the September 30 deadline nears.

40–45M71%▲ 30 24h45–50M29%▼ 23 24h
940 - 950m55%▼ 14 24h950 - 960m46%▲ 16 24h

Consensus is a fickle thing: the same week the Senate's supermajority evaporated, the Fed's 'no hike' camp all but did too.

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