macro · settles Dec 9, 2026

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

AI Baseline2.0%refreshed 4 days ago
Fed ≤ 3.50% · Oct FOMC resolves YES today → Fed ≤ 3.50% · Dec FOMC 2.0% → 57.3% (+55 pts)▲ +55 ptsCore CPI ≥ 0.3% · Oct resolves YES today → Fed ≤ 3.50% · Dec FOMC 2.0% → 1.0% (−1 pts)▼ −1 ptsPayrolls < 100k · Nov resolves YES today → Fed ≤ 3.50% · Dec FOMC 2.0% → 4.3% (+2 pts)▲ +2 ptsBrent ≥ $100 · Dec 4 resolves YES today → Fed ≤ 3.50% · Dec FOMC 2.0% → 1.0% (−1 pts)▼ −1 ptsQ3 GDP negative · advance print resolves YES today → Fed ≤ 3.50% · Dec FOMC 2.0% → 7.1% (+5 pts)▲ +5 ptsBank failure > $50B · by Dec 1 resolves YES today → Fed ≤ 3.50% · Dec FOMC 2.0% → 11.1% (+9 pts)▲ +9 ptsSPY < $650 · by Dec 1 resolves YES today → Fed ≤ 3.50% · Dec FOMC 2.0% → 6.1% (+4 pts)▲ +4 ptsFed funds upper bound at or below 3.50% after the December FOMC AI Baseline 2.0% — The AI's live standalone estimate that this event resolves YES, informed by market prices where a market exists. It is not computed from the arrows—those show how it would move, not where it comes from.Fed ≤ 3.50% · Dec FOMCAI 2.0% · Dec 9, 2026Fed funds upper bound at or below 3.50% after the October FOMCFed ≤ 3.50% · Oct FOMC ↗AI 1.0% · Oct 28, 2026Core CPI rises 0.3% or more in October (November 10 release)Core CPI ≥ 0.3% · Oct ↗AI 40.0% · Nov 10, 2026Payrolls below +100k in November (December 4 release)Payrolls < 100k · Nov ↗AI 55.0% · Dec 4, 2026Brent crude closes at $100 or higher on December 4Brent ≥ $100 · Dec 4 ↗AI 62.0% · Dec 4, 2026Q3 2026 advance GDP print is negativeQ3 GDP negative · advanceprint ↗AI 1.0% · Oct 29, 2026A US bank above $50B in assets enters FDIC receivership before December 1Bank failure > $50B · byDec 1 ↗AI 4.0% · Dec 1, 2026SPY closes below $650 before December 1SPY < $650 · by Dec 1 ↗AI 6.0% · Dec 1, 2026

Inbound catalysts on the left, this event in the center, the events it influences on the right. Click any event name to re-root the network there; click a connecting curve to apply your estimate to that dependency.

Each value shows how this event's probability would shift if that catalyst resolved YES today. Shifts are separate what-ifs—they don't add together. To ask what happens when several move at once, use Scenarios.

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