Trader consensus on Polymarket favors a 2026 US trade deficit of $800–900 billion at 37% implied probability, reflecting expectations that incoming Trump administration tariffs—potentially 10–20% on most imports and 60% on China—will curb import volumes amid a strong dollar and robust domestic growth. Recent October 2024 data showed a record $102 billion monthly goods and services deficit, pushing 2024 annualized pace above $1 trillion, yet traders anticipate policy shifts outweighing persistent consumer demand and services surplus. Baseline forecasts from IMF and CBO project deficits near 3.5–4% of GDP (~$1–1.1 trillion), but tariff risks and potential retaliation introduce downside uncertainty for higher bins. Upcoming tariff details and Q4 trade releases could shift odds.
Experimental AI-generated summary referencing Polymarket data · Updated800–900B 30%
900B–1T 27%
1T–1.1T 13%
<500B 9%
$18,079 Vol.
$18,079 Vol.
<500B
9%
500–600B
8%
600–700B
5%
700–800B
13%
800–900B
37%
900B–1T
26%
1T–1.1T
13%
1.1T+
16%
800–900B 30%
900B–1T 27%
1T–1.1T 13%
<500B 9%
$18,079 Vol.
$18,079 Vol.
<500B
9%
500–600B
8%
600–700B
5%
700–800B
13%
800–900B
37%
900B–1T
26%
1T–1.1T
13%
1.1T+
16%
Upon publication, the specified release will be made available at: https://www.bea.gov/news/current-releases
The relevant figure may be found in the annual summary under “Exports, Imports, and Balance (exhibit 1)”. Changes in the BEA or USCB’s reporting format will not disqualify a relevant published figure from counting.
If the reported value falls exactly between two brackets, then this market will resolve to the higher range bracket.
The primary resolution source for this market will be the “U.S. International Trade in Goods and Services” release for December and Annual 2026 from the US Bureau of Economic Analysis and the US Census Bureau. If this release is not published by April 30, 2027 ET, another credible source on the annual US Goods and Services Deficit for 2026 will be chosen.
Note: any revisions to the annual US Goods and Services Deficit for 2026 made after the publication of the “U.S. International Trade in Goods and Services” release for December and Annual 2026 will not be considered.
Market Opened: Feb 25, 2026, 7:24 PM ET
Resolver
0x69c47De9D...Resolver
0x69c47De9D...Trader consensus on Polymarket favors a 2026 US trade deficit of $800–900 billion at 37% implied probability, reflecting expectations that incoming Trump administration tariffs—potentially 10–20% on most imports and 60% on China—will curb import volumes amid a strong dollar and robust domestic growth. Recent October 2024 data showed a record $102 billion monthly goods and services deficit, pushing 2024 annualized pace above $1 trillion, yet traders anticipate policy shifts outweighing persistent consumer demand and services surplus. Baseline forecasts from IMF and CBO project deficits near 3.5–4% of GDP (~$1–1.1 trillion), but tariff risks and potential retaliation introduce downside uncertainty for higher bins. Upcoming tariff details and Q4 trade releases could shift odds.
Experimental AI-generated summary referencing Polymarket data · Updated



Beware of external links.
Beware of external links.
Frequently Asked Questions