CM ClearMarket
SYSTEM: LIVE · PRICES: HOURLY REFRESH · COVERAGE: ~3,860 EVENTS / ~39,200 MARKETS · KALSHI + POLYMARKET

Blue wave in 2026 stays heavily favored across venues

Polymarket 86%
record: CMSIG2026101104 | category: momentum-repricing | target: CM-EVT-4N4F192YB2 | published: 2026-10-11
4-bullet brief | narrative
  • Polymarket and Kalshi both price a 2026 blue wave at 86%, showing rare cross-venue alignment and strong consensus behind the Democratic scenario.
  • Media framing of the midterms as a Trump referendum aligns directly with both contracts, and the market is not fading the narrative at current odds.
  • A separate Polymarket contract (CM-EVT-GJT54LW964) puts only 44% on a blue tsunami, suggesting the market draws a firm line between a wave and a historic sweep.
  • Kalshi contract (CM-EVT-QK0HJYVMX2) resolves via Bureau of Labor Statistics; Polymarket resolves via UMA oracle, identical pricing across venues reduces venue-specific noise.
atomic briefs
[01] news_event
significance
surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market
story
ABC News and analysts describe the 2026 midterms as a referendum on Trump that could produce a Democratic blue wave.exa_search → Lauren Day, Bradley McLennan · as_of 2026-10-11T07:48:02+00:00
[mediated]
publisher
Lauren Day, Bradley McLennan
published_at
2026-10-11T04:26:50.000Z
[02] pm_response
interp
Cross-venue pricing at 86% on both Kalshi and Polymarket reflects broad consensus; the blue-tsunami spread at 44% sets a meaningful upper bound on Democratic expectations.llm_judge_cm_signal_v1
[editorial]
evaluation

News-cycle wires publish on coverage, not editorial selection — the day’s top stories matched to the prediction markets pricing them, so nothing is cherry-picked.

judge_engine
none — deterministic news-cycle scan
judge_verdict
auto_published
judge_confidence
n/a — no judge gate (deterministic publishing)
prompt_template
news_cycle_v1 github · auditable
match_method
entity_slug_match (mechanical)
citation graph

Every wire traces back to the ClearMarket event it is built on, and out to each venue’s own market page — so any figure here can be verified at its source.

internal
external
venue_a
polymarket · 0xed4fd09a24f20a3afc1d722ace811fffff3cffd9a56a3fbffc47f4d3d47a88ed
programmatic access · four surfaces, same payload

AI grounded search reads embedded JSON-LD in HTML. Developers query REST. Agentic AI clients (Claude Desktop, Cursor) call MCP tools. AI crawlers index via /llms.txt. Same canonical record at every surface.

HTMLbrowsers, AI grounded search, crawlers (contains embedded JSON-LD @type: Dataset)https://clearmarket.fyi/signals/blue-wave-2026-polymarket-86-kalshi-86-2026-10-11/
JSONREST API for developershttps://clearmarket.fyi/signals/blue-wave-2026-polymarket-86-kalshi-86-2026-10-11.json
MCPagentic AI tool call (Claude Desktop, Cursor, Continue)clearmarket.get_signal("blue-wave-2026-polymarket-86-kalshi-86-2026-10-11")
AGENTAI crawler discovery index/llms.txt

PM data: platform APIs (hourly refresh). News context: retrieved with source citations. Editorial judgment: LLM judge with prompt template versioned per wire type. Per-claim provenance inline above; full per-field provenance map at the JSON endpoint under field_provenance.

raw JSON record · same payload returned by REST endpoint
{
  "$schema": "https://clearmarket.fyi/schema/signal/v1.json",
  "provenance_version": "0.2.0",
  "record_id": "CMSIG2026101104",
  "published_at": "2026-10-11T04:26:50.000Z",
  "detection": "news_cycle",
  "category_tag": "MOMENTUM_REPRICING",
  "secondary_tags": [],
  "pre_news_classification": "concurrent",
  "target_event_id": "CM-EVT-4N4F192YB2",
  "target_event_slug": "blue-wave-in-2026",
  "event_question": "Will there be a blue wave in 2026?",
  "bullets": [
    "Polymarket and Kalshi both price a 2026 blue wave at 86%, showing rare cross-venue alignment and strong consensus behind the Democratic scenario.",
    "Media framing of the midterms as a Trump referendum aligns directly with both contracts, and the market is not fading the narrative at current odds.",
    "A separate Polymarket contract (CM-EVT-GJT54LW964) puts only 44% on a blue tsunami, suggesting the market draws a firm line between a wave and a historic sweep.",
    "Kalshi contract (CM-EVT-QK0HJYVMX2) resolves via Bureau of Labor Statistics; Polymarket resolves via UMA oracle, identical pricing across venues reduces venue-specific noise."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "Lauren Day, Bradley McLennan",
          "source_url": "https://www.abc.net.au/news/2026-10-11/republican-states-like-ohio-in-play-us-midterms/107250786",
          "retrieved_at": "2026-10-11T07:48:02+00:00"
        }
      },
      "significance": {
        "threshold": 5,
        "threshold_unit": "rank",
        "passed": true,
        "reason": "surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market"
      },
      "story": "ABC News and analysts describe the 2026 midterms as a referendum on Trump that could produce a Democratic blue wave.",
      "publisher": "Lauren Day, Bradley McLennan",
      "published_at": "2026-10-11T04:26:50.000Z",
      "source_url": "https://www.abc.net.au/news/2026-10-11/republican-states-like-ohio-in-play-us-midterms/107250786"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Cross-venue pricing at 86% on both Kalshi and Polymarket reflects broad consensus; the blue-tsunami spread at 44% sets a meaningful upper bound on Democratic expectations."
    }
  ],
  "evaluation": {
    "judge_engine": "none — deterministic news-cycle scan",
    "judge_verdict": "auto_published",
    "judge_confidence": null,
    "prompt_template": "news_cycle_v1"
  },
  "citations": {
    "internal": {
      "cm_event": "/events/blue-wave-in-2026/",
      "related": []
    },
    "external": {
      "venue_a": null,
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "Lauren Day, Bradley McLennan: Midterms a 'referendum on Trump' that could bring a 'blue wave' of Dem",
      "url": "https://www.abc.net.au/news/2026-10-11/republican-states-like-ohio-in-play-us-midterms/107250786",
      "published_at": "2026-10-11T04:26:50.000Z",
      "retrieved_at": "2026-10-11T07:48:02+00:00"
    }
  ],
  "field_provenance": {
    "pm_data": "polymarket_api",
    "news_context": "exa_search",
    "editorial_judgment": "cm_signal_llm_judge"
  }
}
PROVENANCE PROTOCOL v0.2 · [direct] venue api · [mediated] grounded web fetch + source url · [derived] computed from listed inputs · [editorial] versioned llm judgment · full spec /schema/provenance/v1
record CMSIG2026101104 published 2026-10-11T04:26:50.000Z signature sha256-233e0d85c4f… ← underlying event all signals →