macro · settles Dec 1, 2026

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

AI Baseline4.0%refreshed yesterday

Apply your estimate

AI Projection · P(target | catalyst = YES)67.0% +42.0 pts

Acute bank stress historically forces easing regardless of the inflation picture.

refreshed yesterday

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

your estimate

67.0%
0%100%
Target AI Baseline 25.0%AI Projection 67.0%
Bank failure > $50B · by Dec 1 → Fed ≤ 3.50% · Dec FOMC — Consequitur