Fed rate hike in 2026 stays more likely than not

Name: Fed rate hike in 2026 stays more likely than not
Creator: ClearMarket
Published: 2026-09-04T10:47:30.000Z
License: https://creativecommons.org/licenses/by/4.0/

Polymarket 67%

record: CMSIG2026090408 | category: momentum-repricing | target: CM-EVT-87QV1G78C4 | published: 2026-09-04

4-bullet brief | narrative

Polymarket puts 67% on the Federal Reserve raising its benchmark interest rate at some point in 2026, a majority view despite the September hold signal.
Waller's pause signal reduced near-term hike odds, but the 67% annual hike probability shows the market still expects tightening to occur within the year.
The Kalshi September ladder (CM-EVT-4ZQLQPNH91) prices only 2% above 4.00% for September, but this Polymarket contract implies a later-year hike remains consensus.
Polymarket contract resolves via UMA oracle; resolution requires an official Federal Open Market Committee rate decision raising the federal funds rate at any 2026 meeting.

atomic briefs | structured for retrieval

[01] news_event

significance

surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market

story: Bitcoin broke above $81,000 as September rate hike odds eased following Fed Governor Christopher Waller's pause signal, with every top-ten crypto posting gains.exa_search → blockonomi.com · as_of 2026-09-04T12:28:22+00:00
publisher: blockonomi.com
published_at: 2026-09-04T10:47:30.000Z
source_url: https://blockonomi.com/bitcoin-btc-breaks-81k-barrier-as-fed-sentiment-shifts-and-etf-demand-surges/

[02] pm_response

interp: Polymarket hosts the annual Fed hike contract; the 67% read sits alongside Kalshi's near-certain September hold, together implying the market expects a hike to come later in the cycle.llm_judge_cm_signal_v1

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

cm_event: /events/fed-rate-hike-in-2026/

external

venue_a: polymarket · 0x80b3af88cb991980e8da1ce86b9794a0957f96ec98c29319dd7ba65e9744d82b

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.

HTML	browsers, AI grounded search, crawlers (contains embedded JSON-LD `@type: Dataset`)	`https://clearmarket.fyi/signals/fed-raises-rates-in-2026-polymarket-67-2026-09-04/`
JSON	REST API for developers	`https://clearmarket.fyi/signals/fed-raises-rates-in-2026-polymarket-67-2026-09-04.json`
MCP	agentic AI tool call (Claude Desktop, Cursor, Continue)	`clearmarket.get_signal("fed-raises-rates-in-2026-polymarket-67-2026-09-04")`
AGENT	AI 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": "CMSIG2026090408",
  "published_at": "2026-09-04T10:47:30.000Z",
  "detection": "news_cycle",
  "category_tag": "MOMENTUM_REPRICING",
  "secondary_tags": [],
  "pre_news_classification": "concurrent",
  "target_event_id": "CM-EVT-87QV1G78C4",
  "target_event_slug": "fed-rate-hike-in-2026",
  "event_question": "Will the Federal Reserve raise its benchmark interest rate in 2026?",
  "bullets": [
    "Polymarket puts 67% on the Federal Reserve raising its benchmark interest rate at some point in 2026, a majority view despite the September hold signal.",
    "Waller's pause signal reduced near-term hike odds, but the 67% annual hike probability shows the market still expects tightening to occur within the year.",
    "The Kalshi September ladder (CM-EVT-4ZQLQPNH91) prices only 2% above 4.00% for September, but this Polymarket contract implies a later-year hike remains consensus.",
    "Polymarket contract resolves via UMA oracle; resolution requires an official Federal Open Market Committee rate decision raising the federal funds rate at any 2026 meeting."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "blockonomi.com",
          "source_url": "https://blockonomi.com/bitcoin-btc-breaks-81k-barrier-as-fed-sentiment-shifts-and-etf-demand-surges/",
          "retrieved_at": "2026-09-04T12:28:22+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": "Bitcoin broke above $81,000 as September rate hike odds eased following Fed Governor Christopher Waller's pause signal, with every top-ten crypto posting gains.",
      "publisher": "blockonomi.com",
      "published_at": "2026-09-04T10:47:30.000Z",
      "source_url": "https://blockonomi.com/bitcoin-btc-breaks-81k-barrier-as-fed-sentiment-shifts-and-etf-demand-surges/"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Polymarket hosts the annual Fed hike contract; the 67% read sits alongside Kalshi's near-certain September hold, together implying the market expects a hike to come later in the cycle."
    }
  ],
  "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/fed-rate-hike-in-2026/",
      "related": []
    },
    "external": {
      "venue_a": null,
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "blockonomi.com: Bitcoin (BTC) Breaks $81K Barrier as Fed Sentiment Shifts and ETF Dema",
      "url": "https://blockonomi.com/bitcoin-btc-breaks-81k-barrier-as-fed-sentiment-shifts-and-etf-demand-surges/",
      "published_at": "2026-09-04T10:47:30.000Z",
      "retrieved_at": "2026-09-04T12:28:22+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 CMSIG2026090408 published 2026-09-04T10:47:30.000Z signature sha256-609a1589205… ← underlying event all signals →