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PolymarketMacro / FedUpdated 12m ago

US recession by end of 2026?

Market probability
17.5%
+3.5 percentage points
over 24 hours14.0%17.5%
136 days until the event deadline
Deadline: January 30, 2027 at 7:00 PM ET

Confirmed repricing; the market is settling at the new level.

The pricing is supported by healthy trading volume and market depth, a tight spread.

How credible was the move?

Three separate questions — a move can be genuine while the latest price is still settling. Methodology →

Move validity

Is the move backed by real trading and depth?

Strong

The pricing is supported by healthy trading volume and market depth, a tight spread.

Consensus stability

Has the market settled at the new probability?

Forming

Movement has slowed (3.5 points over six hours) but the market has not fully settled.

Contract clarity

Will the rules resolve without ambiguity?

High

The resolution rules are relatively specific, with a named source and a defined deadline.

Recent trade activity$6.2K traded

From the latest trade tape (most recent 200 prints) — a live activity sample, not a lifetime total.

What this market actually measures

This market will resolve to “Yes” if either of the following conditions is met: 1. The seasonally adjusted annualized percent change in quarterly U.S.

This summary shows the opening of the venue's official rules. ProbCast has not yet generated an independent plain-English interpretation for this contract — review the full rules before relying on it.

View full official resolution rules

This market will resolve to “Yes” if either of the following conditions is met: 1. The seasonally adjusted annualized percent change in quarterly U.S. real GDP from the previous quarter is less than 0.0 for two consecutive quarters between Q2 2025 and Q4 2026 (inclusive), as reported by the Bureau of Economic Analysis (BEA). 2. The National Bureau of Economic Research (NBER) publicly announces that a recession has occurred in the United States, at any point during 2025 or 2026, with the announcement made by the time the BEA releases the advance estimate for Q4 2026. Otherwise, this market will resolve to "No". Note that advance estimates will be considered. For example, if upon release, the advance estimate for Q3 2025 was negative, and the Q2 2025's most recent, up-to-date estimate was also negative, this market would resolve to "Yes". If on December 31, 2026 the latest estimate for quarterly GDP in Q3 2025 was negative, this market will stay open until the Advance estimate of Q4 2026 is published, at which point it will resolve to "Yes" if Q4 2026 was negative or if the NBER declares a recession by then. This market will remain open until either i) one of the specified conditions is met; or ii) the GDP advance estimate for Q4 2026 is released. If the GDP advance estimate for Q4 2026 has not been released by June 30, 2027, 11:59 PM ET, this market will resolve based on the available releases at that time. The resolution source will be the official announcements from the NBER and the BEA’s estimate of seasonally adjusted annualized percent change in quarterly US real GDP from previous quarters as released by the Bureau of Economic Analysis (BEA), https://www.bea.gov/data/gdp/gross-domestic-product

Why the odds moved

The probability rose 3.5 percentage points over the last 24 hours (14.0% 17.5%).

No verified catalyst has been linked to this move yet. ProbCast does not attribute moves to news without evidence connecting the timing of a specific report to the repricing.

What could move this market next?

  • The market's deadline arrivesJanuary 30, 2027 at 7:00 PM ET

    The contract must resolve based on what has happened by this date.

Derived from the contract's own mechanics as of Sep 15, 9:30 PM ET. ProbCast does not list scheduled meetings, announcements, or data releases it cannot verify.

Advanced analysis (experimental)

Research signals — these models are still accumulating the history needed for full validation, and they can disagree with the headline read. Model confidence: medium · expected error ±16 pts.

Reacting to newsLegacy movement classifier: meaningful

What's happening

medium classifier confidence
Reacting to news

The price is actively repricing on real volume. The number is still moving — don't treat the latest print as settled consensus yet.

  • Probability moved 3.5 pts in ≤6h on adequate liquidity

Read the latest price with caution; conditions make it an unreliable summary right now.

More details — reliability score, dynamics, durability
Reliability score
34Low
Where the price path tends to go next62 observed
  • Trend continuation70%
  • Choppy / mean-reverting20%
  • Stable consensus5%

Short-term motion of the price line (~1h), distinct from the environment above — not a prediction of the final outcome.

DurabilityHigh· half-life <1h
PredictabilityStable

Secondary read: leaning toward Trading normally.

A read-only classification of the market environment — how much weight the current price deserves as a read of consensus. It describes conditions, never a trade.

Market data

24h volume

$89.3K

Liquidity

$38.8K

Total volume

$1.8M

Category
Macro / Fed
Venue
Polymarket
Open interest
Spread
1.0 pts
Best bid
17.0%
Best ask
18.0%
7-day range
13.0% – 18.5%
Resolves
Jan 30, 2027
Change (pts)1H0.06H+3.524H+3.57D+3.5

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