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)0.7% −0.3 pts

Contested sign via the data-blackout channel: a shutdown delays the releases the Fed needs to justify moving, so cut odds drop despite the growth hit.

refreshed 12 hours ago

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

your estimate

0.7%
0%100%
Target AI Baseline 1.0%AI Projection 0.7%