macro · settles Oct 1, 2026

Federal government shutdown begins October 1

AI Baseline1.0%refreshed 12 hours ago

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Catalyst

Federal government shutdown begins October 1

settles Oct 1, 2026 · AI 1.0%

AI Projection · P(target | catalyst = YES)81.2% −6.8 pts

A lapse in appropriations is contractionary and suspends the federal statistical releases the Committee reads, both of which argue for holding rather than moving. Against a marginal of 0.61 for the target and 0.12 for the source, that conditional implies a coefficient of -0.5274 in log-odds, and a probability of 0.6277 for the target when the source does not occur.

refreshed 12 hours ago

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

your estimate

81.2%
0%100%
Target AI Baseline 88.0%AI Projection 81.2%