FOMC raises Federal Funds Target Rate by 25 basis points to 4.00%–4.25% on December 16–17, 2026
Pending
✦ AI-generated prediction
Published on 21. September 2026
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Predicted for 17. December 2026
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Based on: Historical Cycle
Polymarket prices approximately 68% probability for a further 25bps Fed rate hike in December 2026 (separate market: 'Fed rate ends 2026 at 4.25%': 53%). The Fed raised rates to 3.75%–4.00% on September 17, 2026 — its first hike since 2023. Drivers for a December hike: persistent core PCE inflation (August 2026 consensus: >3.3% YoY; separate open platform prediction), a consistently strong labor market, and the oil price premium from the Iran war (Brent: ~$103/barrel). The October FOMC meeting (October 28) is expected to hold per an open platform prediction (rate stays at 3.75%–4.00%), positioning December as the next action point. Headwinds: a potential Iran ceasefire could ease oil/inflation pressure; December midterm aftermath could prompt Fed caution. Polymarket: 'Another Fed hike in 2026 (any)': 86%.
Data basis for this prediction
- Polymarket: Fed hike 25bps Dezember 2026 = 68 % Yes (Stand 21.09.2026)
- Polymarket: Fed rate ends 2026 at 4,25 % = 53 % (Stand 21.09.2026)
- Polymarket: Another Fed hike in 2026 (any) = 86 % (Stand 21.09.2026)
- Fed Funds Rate nach September-Erhöhung auf 3,75 %–4,00 %; erste Erhöhung seit 2023 (Fed-Pressemitteilung, 17.09.2026)
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: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
📈 Economy
✦ 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 — 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.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — 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 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.
📈 Economy
✦ AI
Cisco has beaten Non-GAAP EPS consensus in 7 of its last 8 quarters. For Q1 FY2027 (August–October 2026) the company itself guided $1.32–$1.34 per share — the market consensus of $1.32 sits at the bottom of this self-guided range, which historically signals a beat for Cisco (Q4 FY2026: $1.22 vs. consensus $1.17). AI-networking growth, Splunk integration synergies, and record Q4 FY2026 revenue ($17.25B) confirm the structural growth momentum. Q1 FY2027 revenue consensus: $18.11B (within guidance range $18.0–18.2B).