Sunday, September 13, 2026GraphArchiveSubscribeDaily · No. 95

The Probable Times

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

AI Valuation Optimism Cools as Traders Trim Anthropic, OpenAI Odds

Prediction markets pulled back from a week-long AI-IPO rally, trimming Anthropic and OpenAI valuation odds even as their conviction on a September Fed hike kept hardening.

Prediction markets turned cautious on Silicon Valley's IPO parade even as they hardened their view on the Federal Reserve. Anthropic's odds of an IPO by December 15 slipped to 84%, down 6 points on the day after a 33-point weekly run-up, while traders trimmed OpenAI's shot at a $1.25 trillion valuation to 52% (down 10 points) and its IPO-by-March-2027 odds to 34% (down 9). Meanwhile the Fed repricing that dominated the week kept broadening: markets now put a September hike at 78% (+29 points on the week) and see 86% odds of at least one hike in 2026 (+15). Geopolitics offered the week's steadier trend — traders pushed the odds of a US-Iran ceasefire beginning by September 18 to 90% (+24 points on the week), even as they cut the chance Saudi Arabia's East-West pipeline reopens by September 15 to 31%, a 24-point same-day drop.

Today’s biggest movesprobability shifts, volume-weighted
Geopolitics

US x Iran Effective Ceasefire by September 4?

31%→ 88% 7d
$135,561 traded · 24h
Politics & Elections

Will there be no change in Fed interest rates after the September 2026 meeting?

50%→ 20% 7d
$2,043,476 traded · 24h
Sports

Will Alexander Zverev win the 2026 Men's US Open?

24%→ 58% 7d
$174,098 traded · 24h
Geopolitics

Israel closes its airspace by September 30?

66%→ 97% 7d
$170,989 traded · 24h
Economy & Crypto

Will Anthropic IPO by December 15, 2026?

51%→ 84% 7d
$6,030 traded · 24h
Geopolitics

Iran-Oman Hormuz Agreement by September 21?

10%→ 39% 7d
$17,178 traded · 24h
Economy & Crypto

Fed Rate Hike by September 2026 Meeting?

50%→ 78% 7d
$17,076 traded · 24h
Culture

Will MrBeast Gaming's next video get between 17.5 and 20 million views on day 1?

18%→ 46% 24h
$5,434 traded · 24h

Geopolitics

The Middle East de-escalation trade keeps advancing: a US-Iran ceasefire beginning by September 18 rose to 90% (+4 points on the day, +24 on the week), while Israel's airspace-closure market sits at 97% (+30 points on the week) ahead of its September 30 deadline. The Iran-Oman Hormuz management pact gained to 39% (+4/+29). But not every deadline is moving the same direction — Saudi Arabia's East-West pipeline restart by September 15 cratered 24 points in a day to 31%, even as the September 30 contract held at 86%, suggesting traders now expect a later reopening.

September 488%▲ 2 24hSeptember 787%▲ 2 24hSeptember 1188%▲ 2 24hSeptember 1890%▲ 4 24h
September 1531%▼ 24 24hSeptember 3086%▲ 2 24h
September 3097%▼ 1 24h
September 2139%▲ 4 24hSeptember 3042%▲ 4 24hOctober 3156%▲ 28 7dSeptember 1426%▲ 2 24h
September 1530%▼ 16 24hSeptember 3084%▼ 3 24hSeptember 2582%▼ 2 24h
Moonshot9.8%▼ 2 24hAlibaba82%▲ 5 24hZ.ai6.6%▲ 2 24h

Politics & Elections

The hawkish repricing of the Fed keeps widening: 'no change' in September collapsed to 20% (-29 points on the week) as a 25-basis-point hike climbed to 80%, while October-hike odds rose to 38% (+10) and a 2026 hike now sits at 86% (+15). Elsewhere, Sweden's premiership race swung 14 points toward Ulf Kristersson (now 34%) as Magdalena Andersson's lead narrowed to 66%, and Brazil's presidential race tightened further, with Flávio Bolsonaro at 50% against Luiz Inácio Lula da Silva's 48%.

Fed Decision in September? $5,481,389 · 24h
No change20%▼ 29 7d25 bps increase80%▲ 30 7d
Magdalena Andersson66%▼ 7 24hUlf Kristersson34%▲ 7 24h
Luiz Inácio Lula da Silva21%▲ 1 24hFlávio Bolsonaro78%▼ 12 7d
Flávio Bolsonaro50%▲ 1 24hLuiz Inácio Lula da Silva48%▼ 7 7dRenan Santos1.8%
Clarity Act (H.R.3633) signed into law in 2026?22%▲ 5 24h
25 bps increase38%▲ 10 7dNo change62%▼ 6 7d25 bps decrease2.2%▲ 1 24h

Economy & Crypto

Traders took some chips off the AI-IPO table. Anthropic's odds of going public by December 15 eased to 84% (-6 points on the day) after climbing 33 points over the week, while OpenAI's shot at a $1.25 trillion valuation by year-end fell to 52% (-10) and its $1.5 trillion odds slipped to 33% (-6). OpenAI's IPO-by-March-2027 odds dropped to 34% (-9). None of this touched the Fed story: a September hike held at 78% (+29 points on the week).

Anthropic IPO by __? $64,464 · 24h
December 15, 202684%▼ 6 24hNovember 30, 202682%▼ 10 24hNovember 15, 202679%▼ 6 24hDecember 31, 202684%▼ 6 24h
Fed rate hike by...? $98,718 · 24h
September Meeting78%▲ 29 7dOctober Meeting82%▼ 1 24h
Fed rate hike in 2026? $63,529 · 24h
Fed rate hike in 2026?86%▲ 15 7d
↑$1.25T52%▼ 10 24h↑$1.5T33%▼ 6 24h↑$1.75T22%▼ 5 24h↑$1.0T82%▼ 4 24h
OpenAI IPO by...? $20,512 · 24h
March 31, 202734%▼ 9 24hDecember 31, 20264.3%▼ 3 24hJune 30, 202754%▲ 3 24h
$1B56%▲ 2 24h$2B27%▼ 4 24h$500M86%▲ 4 7d$4B8.4%▼ 2 24h

Science & Tech

Markets remain lopsided on AI supremacy: Anthropic is seen as having the best model by month's end at 96% (+13 points on the week), leaving Google a distant 2%. With Anthropic's own IPO odds cooling elsewhere in today's data, traders appear to be separating confidence in model quality from confidence in near-term public-market timing.

Anthropic96%▲ 13 7dGoogle2.4%▼ 1 7d

Sports

Alexander Zverev's US Open title odds jumped to 58% (+34 points on the week) as the men's final approaches — a deadline effect as much as a form one. Elsewhere, Kimi Antonelli's F1 title odds held at 86% (+15 points on the week), and Arsenal's EPL 2027 title chances rose to 58% (+5 on the day, +10 on the week).

Alexander Zverev58%▲ 34 7dBen Shelton42%▲ 34 7d
G250%▲ 18 24hLegacy49%▲ 6 24hA50%
Oregon Ducks1.9%▼ 12 24hTexas Longhorns18%▲ 9 24hLSU Tigers12%▲ 4 24hOhio State Buckeyes15%▲ 4 24h
F1 Drivers' Champion $74,630 · 24h
Kimi Antonelli86%▲ 15 7dGeorge Russell4.7%▼ 2 24hLando Norris3.1%▲ 1 24hLewis Hamilton3.2%▼ 4 7d
EPL: 2027 Champion $222,434 · 24h
Arsenal58%▲ 5 24hChelsea6.5%▼ 3 24hManchester United2.6%▼ 1 24hLiverpool4%▼ 2 24h
Los Angeles Rams10%▼ 4 24hSan Francisco 49ers6.7%▲ 1 24hDallas Cowboys4.9%Minnesota Vikings1.9%

Culture

Hollywood casting chatter moved markets: 'no Bond chosen' rose to 36% (+15 points on the day) as Jack Lowden's odds fell 17 points to 20%, suggesting traders are losing confidence in a near-term announcement. MrBeast Gaming's next video views split narrowly between the 15-17.5M and 17.5-20M brackets, both swinging roughly 29 points on the day as the market's two-day resolution window closes in.

17.5–20M46%▲ 29 24h15–17.5M55%▲ 28 24h
Next James Bond actor? $35,707 · 24h
No Bond chosen36%▲ 15 24hJack Lowden20%▼ 17 24hCallum Turner7.8%▼ 8 24hHarris Dickinson1.8%▼ 2 24h
950 - 960m40%▼ 12 24h940 - 950m56%▲ 10 24h<940m1.8%▲ 2 24h
“The Late Show With Stephen Colbert”74%▼ 10 7d“Jimmy Kimmel Live!”6.8%▲ 2 24h“Last Week Tonight With John Oliver”4.5%▼ 3 24h“The Daily Show”5.6%▲ 2 24h
Will Jesus Christ return before 2027?1.9%

The market's verdict: rate hikes are all but certain, ceasefires are probable, and nobody has the faintest idea who's playing Bond.

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