Monday, August 3, 2026GraphArchiveSubscribeDaily · No. 54

The Probable Times

What the world’s prediction markets expect — read as news

Gaza Odds Migrate to December as Near-Term Bets Fade

Hamas disarmament by December 31 now sits at 60% on prediction markets, up 47 points this week. Meanwhile traders have slashed odds of foreign intervention by August's end to just 8%, down 34 points, pushing the whole Gaza timeline toward year's end.

Prediction markets spent the week pushing Gaza's endgame further down the calendar. Traders now put Hamas disarmament by December 31 at 60%, up 47 points over seven days, while odds of foreign intervention arriving by August 31 collapsed to 8%, down 34 points — yet the December 31 intervention contract climbed to 52%, up 17 points, suggesting the crowd isn't abandoning the idea, just its timing. Nearby, Alibaba's hold on 'best Chinese AI company' tightened to 86%, up 23 points on the day, as Moonshot slid to 5%. Washington-watchers repriced July's core CPI print sharply: a 2.5% year-on-year reading jumped to 42% likelihood, up 22 points on the day. And in Wisconsin, the Democratic gubernatorial primary turned genuinely competitive, with Hong's odds of a 30-point-plus blowout nearly halved to 36%.

Today’s biggest movesprobability shifts, volume-weighted
Culture

Will "The Odyssey" 3rd Weekend Box Office be between 52m and 57m?

7.9%→ 61% 24h
$23,574 traded · 24h
Geopolitics

Will Hamas agree to disarm by December 31?

14%→ 60% 7d
$23,522 traded · 24h
Culture

Will Spider-Man: Brand New Day beat Avengers: Endgame's opening weekend record?

58%→ 97% 24h
$86,558 traded · 24h
Culture

Will "Spider-Man: Brand New Day" Opening Weekend Box Office be between 360m and 370m?

26%→ 64% 24h
$24,708 traded · 24h
Sports

Will Rasmus Hojgaard win the 2026 Wyndham Championship?

48%→ 6.2% 24h
$6,933 traded · 24h
Politics & Elections

Will Abdul El-Sayed win the 2026 Michigan Democratic Primary?

64%→ 98% 7d
$12,262 traded · 24h
Geopolitics

Foreign intervention in Gaza by August 31?

42%→ 8% 7d
$9,768 traded · 24h
Geopolitics

Will Trump speak to Emmanuel Macron in July?

58%→ 32% 24h
$166,266 traded · 24h

Geopolitics

Gaza's resolution keeps sliding down the calendar: Hamas disarmament by December 31 rose to 60%, up 47 points on the week, while intervention odds by August 31 sank to 8%, down 34 points, even as the December 31 intervention contract gained 17 points to 52%. Iran's blockade-end odds held near-certain (92% by December, 89% by October). Separately, Alibaba's lead in 'best Chinese AI company' widened to 86%, up 23 points on the day, as Moonshot fell to 5% and DeepSeek to 3%.

Emmanuel Macron32%▼ 25 24hElon Musk5%▼ 2 24hLula da Silva1.7%▼ 5 24hUrsula von der Leyen26%▼ 7 24h
December 31, 202660%▼ 3 24h
Alibaba86%▲ 23 24hMoonshot5%▼ 16 24hDeepSeek2.6%▼ 3 24hZ.ai7.5%▲ 1 24h
August 318%▼ 34 7dSeptember 3022%▼ 6 24hDecember 3152%▼ 8 24h
December 3192%▼ 1 24hOctober 3189%▼ 2 24hAugust 1547%▲ 8 24hSeptember 3080%▼ 2 24h
September 3029%▼ 6 24hDecember 3140%▼ 6 24hAugust 1511%▼ 8 24hAugust 3123%▲ 3 24h

Politics & Elections

Wisconsin's Democratic gubernatorial primary turned into a real race: Hong's odds of a 30-point-plus win nearly halved to 36%, down 28 points on the day, while a 25–30% margin gained 20 points to 34% and a Crowley upset rose to 13%. Across the Atlantic, Clacton's by-election saw Count Binface's odds of taking second place climb to 92%, up 12 points. With Michigan's Senate primary and Missouri's 1st District both resolving within a day, El-Sayed (98%) and Wesley Bell (64%) are simply riding the clock to their deadlines.

Hong 30%+36%▼ 28 24hHong 25–30%34%▲ 20 24hCrowley wins13%▲ 12 24hHong 10–15%3.8%▼ 2 24h
Abdul El-Sayed98%▲ 1 24hHaley Stevens2.4%▼ 34 7d
Farage 70–80%49%▲ 19 24hFarage 40–50%2.5%▼ 5 24hFarage 80%+12%▼ 5 24hFarage 50–60%9.5%▼ 2 24h
Count Binface92%▲ 12 24hWilliam Clouston1.9%▼ 7 24hNigel Farage1.8%▼ 2 24hLaurence Fox4%▼ 1 24h
Abdul El-Sayed80%▼ 13 24hHaley Stevens16%▲ 12 24h
Wesley Bell64%▼ 6 24hCori Bush34%▲ 4 24h

Economy & Crypto

Inflation traders repriced sharply: a 2.5% July core CPI reading jumped to 42% likelihood, up 22 points on the day, at the expense of the 2.4% outcome (down to 26%). Fed rate-hike odds held elevated at 57% for September and 62% for October. Nvidia's grip on 'largest company by month-end' eased slightly but stayed dominant at 76%, while Apple slipped to 18%, down 8 points on the week. SpaceX remains the runaway favorite for 2026's largest IPO at 92%.

2.5%42%▲ 22 24h2.4%26%▼ 5 24h2.6%18%▲ 11 24h2.7%10%▲ 8 24h
Apple18%▼ 8 7dNVIDIA76%▼ 2 24hAlphabet7.2%▲ 1 24h
$300M49%▲ 6 7d$150M80%▲ 4 24h$500M23%▲ 2 24h$1B4.5%▼ 3 7d
SpaceX92%▲ 6 7dAnthropic7.4%▼ 6 7d
Fed rate hike by...? $32,636 · 24h
September Meeting57%▼ 3 24hOctober Meeting62%▼ 2 24h
≥0.1%64%▲ 1 24h-0.1%3.5%▼ 1 24h0.0%32%▼ 2 24h

Science & Tech

Anthropic's model dominance barely wavered — 94% odds of best AI model by end of August, 70% through year-end — while Google's Gemini Pro release-date markets converged toward their deadlines, with the August 31 contract at 88% and August 21 at 80%. A next Google model still hasn't shipped by the August 7 marker, now priced at just 8%. On search trends, 'The Odyssey' overtook the field for most-searched movie of 2026, rising to 38%, up 16 points on the day, as Spider-Man: Brand New Day slipped to 16%.

The Odyssey38%▲ 16 24hAvengers: Doomsday10%▲ 8 24hSpider-Man: Brand New Day16%▼ 2 24hMichael2.1%▼ 2 24h
August 1471%▲ 10 24hAugust 78%▲ 2 24hAugust 3188%▼ 5 24hAugust 2180%▼ 1 24h
Anthropic70%▲ 7 7dGoogle6.5%▼ 1 24hOpenAI12%▲ 2 24hMoonshot2.4%▲ 1 24h
Anthropic94%▲ 6 7dGoogle3.1%▼ 4 7dOpenAI1.9%▼ 2 7d

Sports

Ballon d'Or bettors kept piling onto Harry Kane, now 54%, up 9 points on the week, well clear of Lamine Yamal's 21%. Transfer markets swung hard: Emiliano Martinez's odds of joining Aston Villa rose to 68%, up 8 points on the day, as his Juventus move collapsed to 10%, down 38; Vinicius Junior's Real Madrid stay firmed to 66%. At the Wyndham Championship, Rasmus Hojgaard's title odds fell 41 points to just 6% as the leaderboard turned. The Dodgers remain World Series favorites at 38%, up 4 points on the week.

Rasmus Hojgaard6.2%▼ 41 24h
Juventus10%▼ 38 24hAl-Hilal3.3%▼ 1 24hAston Villa68%▲ 8 24hChelsea7.5%▲ 2 24h
Arsenal32%▼ 10 24hReal Madrid66%▲ 8 24h
Ballon d'Or Winner 2026 $342,459 · 24h
Harry Kane54%▲ 9 7dLamine Yamal21%▼ 4 7dKhvicha Kvaratskhelia2.9%▲ 2 24hRodri8.5%▼ 3 7d
Boston Red Sox7.4%▲ 3 24hLos Angeles Dodgers38%▲ 4 7dHouston Astros1.8%▲ 1 7dChicago White Sox2.9%
NBA: Stephen Curry to leave Warriors?7%▲ 3 24h

Culture

Spider-Man: Brand New Day's box office trajectory kept climbing: traders now put its domestic total above $800 million at 57%, up 8 points on the day, with a $900 million-plus finish gaining to 40%. In the Oscar race, 'The Odyssey' commands 80% odds of leading nominations at the 99th Academy Awards, well ahead of Dune: Messiah at 6%. The Odyssey's own box office markets, meanwhile, settled hard toward their weekend deadline, closing near 61% for a $52–57 million third-weekend take.

52-57m61%▲ 53 24h47-52m35%▼ 52 24h
Will Spider-Man: Brand New Day beat Avengers: Endgame's opening weekend record?97%▲ 39 24h
360-370m64%▲ 37 24h350-360m36%▼ 34 24h
700 - 800m4.5%▼ 6 24h800 - 900m57%▲ 8 24h900m+40%▲ 2 24h
90+97%▲ 16 24h91+3.5%▼ 1 24h
Dune: Messiah6.2%▼ 8 24hProject Hail Mary4.9%The Odyssey80%

Rasmus Hojgaard's Wyndham odds fell 41 points in a day — proof that even on the back nine, prediction markets can shank one.

The weekly digest

The week’s biggest probability moves, in one email every Sunday. Free.