Bank of England (MPC) holds the base rate unchanged at 3.75% on September 17, 2026 (confirmed by BoE press release or Bloomberg by September 17, 2026)
Hit
β¦ AI-generated prediction
Published on 13. September 2026
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Predicted for 17. September 2026
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Based on: Historical Cycle
The MPC meets on September 17, 2026. The current base rate is 3.75%, implied by the open Cassandra prediction of a BoE hike to 4.00% only on November 5, 2026. The ECB raised to 2.65% in September 2026; the FOMC decides on September 16β17 with 59% probability (Fed Funds futures, September 13, 2026) to hike to 3.75β4.00%. The MPC historically follows Fed cycles with a lag and favors a data-dependent pause given subdued UK growth (BoE forecast: 0.9% for 2026). The September decision is accompanied by the August Monetary Policy Report, which already signaled a more moderate tone. No Polymarket market found; own estimate: 65%.
Data basis for this prediction
- BoE MPC Sitzungskalender 2026: Septembersitzung am 17. September 2026 (bankofengland.co.uk, Stand September 2026)
- FOMC September 2026: 59 % Marktwahrscheinlichkeit fΓΌr +25 bp Anhebung auf 3,75β4,00 % (FedRateCalc.com / CNBC, Stand 13. September 2026)
- EZB-Entscheid September 2026: Einlagensatz auf 2,65 % angehoben, dritte ErhΓΆhung bis Dezember 2026 eingepreist (FXStreet, 10. September 2026)
- Offene Cassandra-Vorhersage: BoE hebt Leitzins am 5. November 2026 von 3,75 % auf 4,00 % an β impliziert September-Hold
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
[Vorzeitig entschieden] Identische Prediction wie 2381. BoE hielt bei 3,75 %. Quelle: bankofengland.co.uk.
π Economy
β¦ AI
The S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 β its steepest one-day fall since April 2025 β triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400β8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.
π Economy
β¦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent β both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
π Economy
β¦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 β driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00β4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.