Trader consensus on the US trade deficit for 2026 tilts toward 800–900 billion (30.5% implied probability), reflecting expectations of moderating import growth amid policy shifts, but remains tightly contested with 900B–1T (23%) and higher bins close behind due to uncertainties in post-election trade policies. Recent Commerce Department data shows the 2024 goods and services deficit tracking near 950B annualized, fueled by strong domestic demand and a robust dollar, yet September's monthly narrowing to 73B hints at stabilization. A Trump victory could drive tariffs reducing imports toward lower bins, while a Harris administration might sustain targeted measures without broad hikes, keeping deficits elevated; election outcome on November 5 and early 2025 policy signals, alongside GDP revisions and global supply dynamics, could decisively separate probabilities.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jour800–900 milliards 31%
1,1 T+ 24%
900 Md – 1 Bn 23%
1T–1,1T 14%
<500 Md$
9%
500–600 milliards
8%
600–700 milliards
8%
700–800 milliards
13%
800–900 milliards
31%
900 Md – 1 Bn
23%
1T–1,1T
14%
1,1 T+
16%
800–900 milliards 31%
1,1 T+ 24%
900 Md – 1 Bn 23%
1T–1,1T 14%
<500 Md$
9%
500–600 milliards
8%
600–700 milliards
8%
700–800 milliards
13%
800–900 milliards
31%
900 Md – 1 Bn
23%
1T–1,1T
14%
1,1 T+
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.
Marché ouvert : Feb 25, 2026, 7:24 PM ET
Resolver
0x69c47De9D...Resolver
0x69c47De9D...Trader consensus on the US trade deficit for 2026 tilts toward 800–900 billion (30.5% implied probability), reflecting expectations of moderating import growth amid policy shifts, but remains tightly contested with 900B–1T (23%) and higher bins close behind due to uncertainties in post-election trade policies. Recent Commerce Department data shows the 2024 goods and services deficit tracking near 950B annualized, fueled by strong domestic demand and a robust dollar, yet September's monthly narrowing to 73B hints at stabilization. A Trump victory could drive tariffs reducing imports toward lower bins, while a Harris administration might sustain targeted measures without broad hikes, keeping deficits elevated; election outcome on November 5 and early 2025 policy signals, alongside GDP revisions and global supply dynamics, could decisively separate probabilities.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jour
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