macro · settles Dec 9, 2026
Fed funds upper bound above 4.00% after the December FOMC
AI Baseline64.0%refreshed 9 hours ago
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Catalyst
A US bank above $50B in assets enters FDIC receivership before December 1settles Dec 1, 2026 · AI 4.0%
AI Projection · P(target | catalyst = YES)20.6%▼ −43.4 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 9 hours ago
If the catalyst resolved YES today, what's the probability of the target?
your estimate
20.6%
0%100%
Target AI Baseline 64.0%AI Projection 20.6%