macro · settles Jul 29, 2026

Fed funds upper bound at or below 3.50% after the July FOMC

AI Baseline6.0%refreshed yesterday

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AI Projection · P(target | catalyst = YES)95.0% +89.0 pts

Level ratchet: once the first cut lands, reversal requires a hike. A June no-cut leaves July needing its own case.

refreshed yesterday

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

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95.0%
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Target AI Baseline 6.0%AI Projection 95.0%
Fed ≤ 3.50% · Jun FOMC → Fed ≤ 3.50% · Jul FOMC — Consequitur