macro · settles Dec 1, 2026

A US bank above $50B in assets enters FDIC receivership before December 1

AI Baseline4.0%refreshed 2 months ago

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AI Projection · P(target | catalyst = YES)36.9%▼ −43.1 pts

A receivership of a bank with $50 billion or more in assets would be a financial-stability event that makes a further increase substantially less likely. Against a marginal of 0.82 for the target and 0.04 for the source, a conditional of 0.40 implies a coefficient of -1.9218 in log-odds, and a probability of 0.8375 for the target when the source does not occur.

refreshed 4 days ago

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

your estimate

36.9%
0%100%
Target AI Baseline 80.0%AI Projection 36.9%