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

Negative US GDP growth in 2026 stays a long shot at 2 percent

Polymarket 2%
record: CMSIG2026093002 | category: momentum-repricing | target: CM-EVT-36YHF72CQ8 | published: 2026-09-30
4-bullet brief | narrative
  • Polymarket puts only 2% odds on negative U.S. GDP growth in 2026, a near-certainty of continued positive annual growth.
  • The 2.2% Q2 upward revision is fully consistent with this pricing; the market shows no disagreement with the official data.
  • With Q2 revised higher and August PCE inflation coming in softer than expected, the stagflation risk narrative finds little support in current prices.
  • Resolves via UMA oracle; a full-year negative print would require a severe second-half contraction from a 2.2% Q2 baseline, which the market sees as remote.
atomic briefs
[01] news_event
significance
surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market
story
The BEA revised U.S. Q2 2026 GDP growth up to 2.2%, beating the prior estimate and signaling continued economic resilience.exa_search → Paul Wiseman, Associated Press · as_of 2026-09-30T14:32:59+00:00
[mediated]
publisher
Paul Wiseman, Associated Press
published_at
2026-09-30T00:00:00.000Z
[02] pm_response
interp
Polymarket contract resolves via UMA oracle on full-year 2026 real GDP; the 2% price leaves little ambiguity about market consensus.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.

external
venue_a
polymarket · 0xd8c1b0a73653b1fb4fb6e8d13d0063d25810870d7ddf83e61fffb4de4522edf1
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/negative-2026-gdp-growth-polymarket-2-2026-09-30/
JSONREST API for developershttps://clearmarket.fyi/signals/negative-2026-gdp-growth-polymarket-2-2026-09-30.json
MCPagentic AI tool call (Claude Desktop, Cursor, Continue)clearmarket.get_signal("negative-2026-gdp-growth-polymarket-2-2026-09-30")
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": "CMSIG2026093002",
  "published_at": "2026-09-30T00:00:00.000Z",
  "detection": "news_cycle",
  "category_tag": "MOMENTUM_REPRICING",
  "secondary_tags": [],
  "pre_news_classification": "concurrent",
  "target_event_id": "CM-EVT-36YHF72CQ8",
  "target_event_slug": "negative-gdp-growth-in-2026",
  "event_question": "Will there be negative GDP growth in 2026?",
  "bullets": [
    "Polymarket puts only 2% odds on negative U.S. GDP growth in 2026, a near-certainty of continued positive annual growth.",
    "The 2.2% Q2 upward revision is fully consistent with this pricing; the market shows no disagreement with the official data.",
    "With Q2 revised higher and August PCE inflation coming in softer than expected, the stagflation risk narrative finds little support in current prices.",
    "Resolves via UMA oracle; a full-year negative print would require a severe second-half contraction from a 2.2% Q2 baseline, which the market sees as remote."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "Paul Wiseman, Associated Press",
          "source_url": "https://www.pbs.org/newshour/economy/u-s-economy-grew-a-solid-2-2-in-the-second-quarter-government-says-upgrading-previous-estimate",
          "retrieved_at": "2026-09-30T14:32:59+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": "The BEA revised U.S. Q2 2026 GDP growth up to 2.2%, beating the prior estimate and signaling continued economic resilience.",
      "publisher": "Paul Wiseman, Associated Press",
      "published_at": "2026-09-30T00:00:00.000Z",
      "source_url": "https://www.pbs.org/newshour/economy/u-s-economy-grew-a-solid-2-2-in-the-second-quarter-government-says-upgrading-previous-estimate"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Polymarket contract resolves via UMA oracle on full-year 2026 real GDP; the 2% price leaves little ambiguity about market consensus."
    }
  ],
  "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/negative-gdp-growth-in-2026/",
      "related": []
    },
    "external": {
      "venue_a": null,
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "Paul Wiseman, Associated Press: U.S. economy grew a solid 2.2% in the second quarter, government says,",
      "url": "https://www.pbs.org/newshour/economy/u-s-economy-grew-a-solid-2-2-in-the-second-quarter-government-says-upgrading-previous-estimate",
      "published_at": "2026-09-30T00:00:00.000Z",
      "retrieved_at": "2026-09-30T14:32:59+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 CMSIG2026093002 published 2026-09-30T00:00:00.000Z signature sha256-641633f31c1… ← underlying event all signals →