US Federal Reserve (FOMC) keeps the Federal Funds Rate unchanged at the September 16–17, 2026 meeting (confirmed by Fed press release or Bloomberg)
Miss
✦ AI-generated prediction
Published on 30. August 2026
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Predicted for 17. September 2026
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Based on: Historical Cycle
Polymarket prices a September hold at 68%; Kalshi at 70.5%; cross-platform consensus (Polymarket, Kalshi, Myriad) is 74–75% for hold. The July jobs report missed expectations and significantly reduced rate-hike pressure; the 25 bp hike probability fell to 28.5 cents on Kalshi. Strong ISM Manufacturing (July 2026: 55.6 — highest since May 2022) remains a tail risk for a surprise hike. The open year-ahead prediction 'Fed hikes to 3.75–4.00% by December 31, 2026' is compatible with a September hold followed by later action.
Data basis for this prediction
- Polymarket: 68 % Wahrscheinlichkeit für Zinspause im September 2026 (Stand: August 2026)
- Kalshi: 70,5 % Hold-Wahrscheinlichkeit, 25-bp-Hike bei 28,5 Cent (Stand: August 2026)
- Benzinga/OddsShopper: Plattformübergreifender Konsens ~74–75 % für September-Pause (August 2026)
- ISM World: Juli 2026 ISM Manufacturing PMI 55,6 – höchster Wert seit Mai 2022 (veröffentlicht August 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: Miss
[Vorzeitig entschieden] Identische Prediction wie 2370. Fed hob Leitzins an, hielt ihn nicht. Quelle: Fed-Pressemitteilung vom 16. September 2026.
📈 Economy
✦ AI
The S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — 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 7,400–8,100; 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.
📈 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.