Trader sentiment on 2026 Fed rate cuts hinges on persistent inflation above the 2% target and a resilient U.S. labor market, with robust November jobs data adding upward pressure on the neutral rate. Market-implied odds show a razor-thin lead for one 25bps cut at 35%, edging out zero cuts at 27%, as traders weigh a "higher for longer" path against potential economic softening. The CME FedWatch Tool aligns with this caution, pricing modest easing into 2026 amid sticky core PCE readings near 2.7%. Key differentiators include December FOMC projections and Q1 2026 CPI releases, where sustained 2% inflation could solidify zero cuts, while rising unemployment might tip toward two (18.5%). Overall, capital flows reflect a soft-landing consensus with limited downside risk.
Resumo experimental gerado por IA com dados do Polymarket · Atualizado1 (25 bps) 33%
0 (0 bps) 26.5%
2 (50 bps) 19%
3 (75 bps) 11%
$10,644,785 Vol.
$10,644,785 Vol.
0 (0 bps)
26%
1 (25 bps)
33%
2 (50 bps)
19%
3 (75 bps)
11%
4 (100 bps)
4%
5 (125 bps)
2%
6 (150 pontos-base)
1%
7 (175 bps)
1%
8 (200 pontos-base)
1%
9 (225 pb)
<1%
10 (250 pontos-base)
<1%
11 (275 pb)
<1%
12+ (300+ bps)
2%
1 (25 bps) 33%
0 (0 bps) 26.5%
2 (50 bps) 19%
3 (75 bps) 11%
$10,644,785 Vol.
$10,644,785 Vol.
0 (0 bps)
26%
1 (25 bps)
33%
2 (50 bps)
19%
3 (75 bps)
11%
4 (100 bps)
4%
5 (125 bps)
2%
6 (150 pontos-base)
1%
7 (175 bps)
1%
8 (200 pontos-base)
1%
9 (225 pb)
<1%
10 (250 pontos-base)
<1%
11 (275 pb)
<1%
12+ (300+ bps)
2%
Emergency rate cuts outside of scheduled FOMC meetings will also count toward the total number of cuts in 2026. This market will remain open until December 31, 2026, 11:59 PM ET, to account for any such emergency actions.
For example, if the Fed cuts rates by 50 bps after a meeting, it would be considered 2 cuts (of 25 bps each).
This market will resolve early to "No" if the specified number of cuts becomes impossible — i.e., if more cuts have already occurred than the strike in question.
Note that cuts between 1–24 bps (inclusive) will also be considered 1 rate cut.
The resolution source for this market will be FOMC statements after meetings scheduled in 2026 according to the official calendar: https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm. The level and change of the target federal funds rate is also published at the official website of the Federal Reserve at https://www.federalreserve.gov/monetarypolicy/openmarket.htm.
Mercado Aberto: Sep 29, 2025, 6:08 PM ET
Resolver
0x2F5e3684c...Resolver
0x2F5e3684c...Trader sentiment on 2026 Fed rate cuts hinges on persistent inflation above the 2% target and a resilient U.S. labor market, with robust November jobs data adding upward pressure on the neutral rate. Market-implied odds show a razor-thin lead for one 25bps cut at 35%, edging out zero cuts at 27%, as traders weigh a "higher for longer" path against potential economic softening. The CME FedWatch Tool aligns with this caution, pricing modest easing into 2026 amid sticky core PCE readings near 2.7%. Key differentiators include December FOMC projections and Q1 2026 CPI releases, where sustained 2% inflation could solidify zero cuts, while rising unemployment might tip toward two (18.5%). Overall, capital flows reflect a soft-landing consensus with limited downside risk.
Resumo experimental gerado por IA com dados do Polymarket · Atualizado
Cuidado com os links externos.
Cuidado com os links externos.
Frequently Asked Questions