macro · settles Sep 11, 2026

Brent crude closes at $100 or higher on September 11

AI Baseline43.0%refreshed 6 hours ago

Apply your estimate

Catalyst

US-Iran ceasefire holds through September 1

settles Sep 1, 2026 · AI 44.0%

Target

Brent crude closes at $100 or higher on September 11

settles Sep 11, 2026 · AI 43.0%

AI Projection · P(target | catalyst = YES)28.6% −14.4 pts

Ceasefire holding through September unwinds most of the premium; collapse re-prices toward escalation.

refreshed 6 hours ago

If the catalyst resolved YES today, what's the probability of the target?

your estimate

28.6%
0%100%
Target AI Baseline 43.0%AI Projection 28.6%
US–Iran ceasefire · thru Sep 1 → Brent ≥ $100 · Sep 11 — Consequitur