macro · settles Sep 16, 2026

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

AI Baseline13.0%refreshed yesterday

Apply your estimate

AI Projection · P(target | catalyst = YES)9.0% −4.0 pts

Direct channel beyond CPI: at this horizon the inflation channel outweighs the growth drag, so high oil is net hawkish for September.

refreshed yesterday

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

your estimate

9.0%
0%100%
Target AI Baseline 13.0%AI Projection 9.0%
Brent ≥ $100 · Sep 11 → Fed ≤ 3.50% · Sep FOMC — Consequitur