Saturday, September 5, 2026GraphArchiveSubscribeDaily · No. 87

The Probable Times

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

Israel Airspace Closure Odds Rocket to 71%

Markets swung the odds of an Israeli airspace shutdown up 62 points in a single day. Meanwhile Wall Street's conviction in an Anthropic IPO evaporated and Lindsay Clancy's murder-conviction odds collapsed to single digits.

Prediction markets logged their sharpest single-day swing of the season: the odds that Israel closes its airspace by September 30 rocketed to 71%, up 62 points on the day and 66 on the week, on $411,118 traded. The shift rippled outward — traders lifted the chance Iran targets Jordan by September 30 to 74%, up 22 points, while an Iran-Oman Hormuz pact by October 31 slid to 26%, down 36 points over the week. Elsewhere, conviction in an Anthropic IPO by October 15 evaporated, cratering 42 points in a day to 24%, even as the December 31 contract still holds at 96%. And in the courts, markets sharply cut the odds Lindsay Clancy is convicted of murder by year-end to just 8%, down 27 points over the week, on $183,973 in trading.

Today’s biggest movesprobability shifts, volume-weighted
Geopolitics

Israel closes its airspace by September 30?

5.5%→ 71% 7d
$411,118 traded · 24h
Economy & Crypto

Will Anthropic IPO by October 15, 2026?

72%→ 24% 7d
$18,477 traded · 24h
Geopolitics

Iran-Oman Hormuz Agreement by October 31?

61%→ 26% 7d
$23,964 traded · 24h
Politics & Elections

Lindsay Clancy convicted of murder by December 31, 2026?

34%→ 7.7% 7d
$183,973 traded · 24h
Sports

Lacy and Marlon beat gaming challenge by September 6, 2026, 11:59 PM ET?

55%→ 20% 24h
$7,582 traded · 24h
Culture

Will "By Any Means" Opening Weekend Box Office be between 5m and 6m?

36%→ 3.5% 24h
$6,238 traded · 24h
Politics & Elections

Will Augusto Cury finish in third place in the first round of the 2026 Brazilian presidential election?

25%→ 52% 7d
$6,361 traded · 24h
Science & Tech

Will CMI declare a Millennium Prize Problem solved by December 31, 2027?

24%→ 48% 24h
$7,770 traded · 24h

Geopolitics

The region repriced fast: Israel's airspace-closure-by-September-30 contract rocketed to 71%, up 62 points on the day, while odds of Israeli action against Lebanon eased across nearly every date — the September 3 line fell 32 points to 62%. Traders also raised the odds Iran targets Jordan by September 30 to 74%, up 22 points, even as an Iran-Oman Hormuz management pact by October 31 slid 36 points over the week to 26%. Ukraine ceasefire markets drifted more hopeful too, with the June 2027 contract up 16 points to 62%.

September 3071%▲ 62 24h
September 362%▼ 32 24hSeptember 2634%▼ 16 24hSeptember 626%▼ 23 24hSeptember 2046%▼ 4 24h
October 3126%▼ 36 7dSeptember 3017%▲ 4 24hSeptember 2112%▲ 2 24hSeptember 145.5%▼ 14 7d
October 3123%▲ 15 24hDecember 3134%▲ 16 24hMarch 31, 202749%▲ 17 24hJune 30, 202762%▲ 16 24h
September 3074%▲ 22 24hSeptember 1559%▲ 14 24h
Mark Rutte10%▼ 29 7dAndy Burnham6%▼ 7 24hEmmanuel Macron12%▼ 2 24h

Politics & Elections

Markets slashed the odds Lindsay Clancy is convicted of murder by year-end to 8%, down 27 points on the week. The race to be Trump's next Press Secretary tightened, with Maria Bartiromo surging 17 points to 28% as Anna Kelly fell 14. The Fed's September decision remains a coin flip — 50% for a 25bp move, 48% for no change — while Brazil's third-place contest still favors Augusto Cury at 52%, and Berlin's CDU nosed ahead of Linke, 43% to 42%.

December 31, 20267.7%▼ 27 7dDecember 31, 202722%
Maria Bartiromo28%▲ 17 24hAnna Kelly14%▼ 14 24hScott Jennings13%▼ 7 24hAlina Habba3.9%▼ 2 24h
Fed Decision in September? $9,236,536 · 24h
No change48%▼ 11 24h25 bps increase50%▲ 9 24h
Augusto Cury52%▼ 6 24hRonaldo Caiado9%▲ 4 24hRenan Santos26%▲ 4 24hPablo Marçal2.4%▲ 2 24h
Linke42%▼ 4 24hCDU43%▲ 4 24hAfD11%▲ 2 24hGrüne5%▲ 2 7d
Alexandru Nazare41%▼ 7 24hEugen Tomac8.5%▼ 9 7dSorin Grindeanu14%▲ 1 24hIlie Bolojan4.5%▼ 4 7d

Economy & Crypto

Conviction in an Anthropic IPO by October 15 evaporated, cratering 42 points on the day to 24%, though the December 31 contract still implies near-certainty at 96%. Traders also grew more confident the Fed hikes at all in 2026, up 10 points to 72%, while the odds of any 2026 rate cut fell to just 4%. Variational's still-unlaunched token is now priced 68% to open above an $800M valuation, up 6 points on the week.

Anthropic IPO by __? $116,513 · 24h
October 15, 202624%▼ 42 24hOctober 31, 202670%▼ 20 24hDecember 31, 202696%▲ 2 7d
Fed rate hike in 2026? $237,606 · 24h
Fed rate hike in 2026?72%▲ 10 24h
Fed rate hike by...? $81,078 · 24h
September Meeting50%▲ 9 24hOctober Meeting62%▲ 6 24h
$1B54%▲ 1 24h$800M68%▼ 3 24h$5B2.9%▼ 4 7d$100M95%▼ 2 24h
0 (0 bps)93%▲ 4 24h1 (25 bps)3.6%▼ 4 24h2 (50 bps)2.2%▼ 1 7d
$2.25–$2.5T22%▲ 6 24h$1.5–$1.75T7.8%▼ 4 24h$1.75–$2.0T26%▼ 1 24h$2.5–$2.75T13%▲ 2 24h

Science & Tech

Mathematics markets moved sharply: odds the Clay institute declares a Millennium Prize Problem solved by 2027 jumped 25 points to 48%, and by 2028 to 68%, up 36 on the day. Apple's foldable-iPhone-by-September-30 odds fell 38 points to 37% as the deadline nears, while traders still see Anthropic holding the best AI model through September (86%) and October (78%), even as OpenAI gained 10 points to 26% for best model by year-end.

September 3037%▼ 38 24hSeptember 1520%▼ 8 24hDecember 3196%▲ 2 24hSeptember 91.9%▼ 1 24h
December 31, 202868%▲ 36 24hDecember 31, 202748%▲ 25 24hDecember 31, 202611%▲ 6 24h
1500+26%▼ 13 24h1490+48%▼ 8 24h1510+14%▼ 8 24h1480+72%▼ 6 24h
OpenAI26%▲ 10 24hAnthropic62%▼ 3 24hxAI2.9%▼ 1 24hAlibaba2.3%▲ 2 24h
OpenAI13%▼ 2 24hAnthropic86%▲ 2 24hGoogle2.1%▼ 1 7d
Anthropic78%▲ 2 24hOpenAI13%▼ 2 24hGoogle7.4%▲ 2 24h

Sports

Alcaraz stayed the market's pick to win the US Open, up 18 points on the week to 46%. In esports, Vitality's odds to win BLAST Open Porto rose 9 points on the day to 30%, edging ahead of MOUZ. Harry Kane remains the heavy favorite for the Ballon d'Or at 67%. Closer to home, the Lacy and Marlon gaming-challenge markets swung wildly as the September 6 deadline nears, with the near-term contract falling 36 points to 20%.

September 6 (11:59 PM)20%▼ 36 24hSeptember 5 (11:59 PM)5%▼ 28 24hSeptember 7 (11:59 PM)36%▼ 30 24hSeptember 10 (11:59 PM)71%▼ 11 24h
Carlos Alcaraz46%▲ 1 24hDaniil Medvedev5.5%▲ 1 24hBen Shelton8.7%▲ 3 7dAlexander Zverev20%▼ 3 7d
Vitality30%▲ 9 24hFalcons20%▲ 6 24hSpirit36%▼ 4 24hMOUZ16%▼ 3 24h
LALIGA: 2027 Champion $56,208 · 24h
Real Madrid32%▼ 7 24hBarcelona64%▲ 5 24hAtlético Madrid2.6%
Lamar Jackson16%▲ 5 24hDak Prescott11%▲ 4 7dJustin Herbert10%▼ 1 24hJosh Allen9.5%▼ 2 7d
Ballon d'Or Winner 2026 $274,132 · 24h
Harry Kane67%▲ 2 24hLamine Yamal14%▼ 1 24hKylian Mbappé8.2%▲ 1 24hRodri5.5%▼ 1 7d

Culture

With its opening weekend just 30 hours from resolving, 'By Any Means' box-office markets swung hard toward the $7-8m bracket, now 57% likely, up 36 points, as traders converge on the actual number. Domestic gross expectations for 'Spider-Man: Brand New Day' by September 30 also firmed, with the $940-950m band still the favorite at 66% despite a 10-point pullback on the day.

5-6m3.5%▼ 32 24h7-8m57%▲ 36 24h6-7m24%▼ 10 24h8m+16%▲ 8 24h
950 - 960m28%▲ 13 24h<940m3%▼ 8 24h940 - 950m66%▼ 10 24h960 - 970m2.2%▲ 2 24h

The Fed still can't make up its mind; the market thinks Israel's airspace already has.

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