macro · settles Sep 11, 2026

Brent crude closes at $100 or higher on September 11

AI Baseline32.0%refreshed yesterday

Apply your estimate

AI Projection · P(target | catalyst = YES)49.0% +9.0 pts

Energy passthrough to core is partial and lagged; oil above 100 raises but does not dominate the core print.

refreshed yesterday

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

your estimate

49.0%
0%100%
Target AI Baseline 40.0%AI Projection 49.0%
Brent ≥ $100 · Sep 11 → Core CPI ≥ 0.3% · Aug — Consequitur