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MACRO & FED PREDICTION MARKETS

Polymarket odds: Mbappe leads 2026 Ballon d'Or at 33.5% on $7.1M
Macro & Fed Prediction Markets

Polymarket odds: Mbappe leads 2026 Ballon d'Or at 33.5% on $7.1M

A report says Trump urged the U.S. Senate to pass the CLARITY Act ahead of a crucial vote on the crypto bill.

Polymarket odds for July Fed hold fall to 65.5% as CPI focus grows
Macro & Fed Prediction Markets

Polymarket odds for July Fed hold fall to 65.5% as CPI focus grows

Ahead of US CPI, FX desks described the yen as consolidating while dollar bulls waited on inflation data and Fed-linked headlines.

Polymarket: Fed hold at 53.5% as CPI/PPI week tests September odds
Macro & Fed Prediction Markets

Polymarket: Fed hold at 53.5% as CPI/PPI week tests September odds

Markets face a packed slate this week as major banks kick off Q2 earnings and inflation data lands with CPI Tuesday and PPI Wednesday, plus Friday’s consumer sentiment.

Polymarket prices July Fed hold at 75.5% as hike risk lingers
Macro & Fed Prediction Markets

Polymarket prices July Fed hold at 75.5% as hike risk lingers

A recent commentary warns a Fed rate hike could trigger an immediate stock selloff, even if history hints at a better longer-term read-through.

Polymarket prices 60% chance of 2026 Fed hike after weak June jobs report
Macro & Fed Prediction Markets

Polymarket prices 60% chance of 2026 Fed hike after weak June jobs report

June’s U.S. jobs report showed payrolls rising 57,000 versus 115,000 expected, with unemployment at 4.2% as participation slipped to 61.5%.

Polymarket odds put Mbappé at 32.5% to win 2026 Ballon d'Or after +5.45pp
Macro & Fed Prediction Markets

Polymarket odds put Mbappé at 32.5% to win 2026 Ballon d'Or after +5.45pp

A new housing report says this spring’s buying season was underwhelming for a fourth year, with mortgage rates hovering near 6.5% after a late-February dip reversed following the US attack on Iran.

Polymarket odds for 2026 Fed hike drop to 58.5% after AI inflation talk
Macro & Fed Prediction Markets

Polymarket odds for 2026 Fed hike drop to 58.5% after AI inflation talk

Minutes from the Fed’s June meeting cited tariffs and “AI-related price pressures” as drivers of higher core goods inflation, with energy and AI infrastructure demand adding to costs.

Polymarket odds lift to 79.5% for Fed hold in July after CPI risk note
Macro & Fed Prediction Markets

Polymarket odds lift to 79.5% for Fed hold in July after CPI risk note

A research note ahead of the CPI release warned that shifting Fed policy expectations could drive near-term stock volatility.

Polymarket odds for zero Fed cuts in 2026 dip to 78% as $41.8M trades
Macro & Fed Prediction Markets

Polymarket odds for zero Fed cuts in 2026 dip to 78% as $41.8M trades

On Saturday, Bitcoin held gains above $64,000 as U.S. crypto policy stayed in focus, keeping macro expectations in play.

Polymarket odds jump to 79.5% for July Fed hold amid risk-off swing
Macro & Fed Prediction Markets

Polymarket odds jump to 79.5% for July Fed hold amid risk-off swing

After a “Trading Day” risk-off note flagged stocks sliding and crude jumping when Donald Trump said an Iran peace deal was “over,” cross-asset moves turned defensive.

Polymarket: 2026 Fed hike odds ease to 59% after bond-ETF catalyst
Macro & Fed Prediction Markets

Polymarket: 2026 Fed hike odds ease to 59% after bond-ETF catalyst

A bond-focused write-up recently pitched corporate bonds for 2026 and spotlighted FCOR, an active investment-grade ETF that can use derivatives and charges a 36 bps fee, as a way to stay “durable” if

Polymarket odds lift Mbappé to 34% in 2026 Ballon d’Or market
Macro & Fed Prediction Markets

Polymarket odds lift Mbappé to 34% in 2026 Ballon d’Or market

A new RBC Wealth Management note warned the Federal Reserve could reverse 2025 “insurance cuts” or even avoid raising rates, underscoring how quickly policy expectations can shift.

Polymarket odds lift July Fed hold to 78% as hike risk stays on ladder
Macro & Fed Prediction Markets

Polymarket odds lift July Fed hold to 78% as hike risk stays on ladder

U.S. stocks inched higher as AI-linked winners extended weekly gains, with Treasury yields also ticking up ahead of major bank earnings.

Polymarket odds hold: 56.5% on Sept Fed no-change after AI task force
Macro & Fed Prediction Markets

Polymarket odds hold: 56.5% on Sept Fed no-change after AI task force

Fed Chair Kevin Warsh named leaders of five outside-led task forces at the central bank, including an AI group led by Marc Andreessen, economist Charles I. Jones, and Xbox CEO Asha Sharma.

Polymarket odds for 0 Fed cuts in 2026 slip to 78% after Warsh task forces
Macro & Fed Prediction Markets

Polymarket odds for 0 Fed cuts in 2026 slip to 78% after Warsh task forces

Kevin Warsh named experts to five Federal Reserve task forces to review policy and operations, with findings to be reported back to FOMC officials and potential changes expected this year.

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