US-China tariff agreement by year-end stays near full pricing

Name: US-China tariff agreement by year-end stays near full pricing
Creator: ClearMarket
Published: 2026-09-25T00:00:00.000Z
License: https://creativecommons.org/licenses/by/4.0/

Polymarket 95%

record: CMSIG2026092505 | category: momentum-repricing | target: CM-EVT-52GRJCHNR9 | published: 2026-09-25

4-bullet brief | narrative

The Polymarket contract prices a 95% chance the US and China reach a tariff agreement by December 31, 2026.
Xi's White House visit, the highest-profile diplomatic contact of the year, is consistent with near-full market pricing of a deal, even though the summit fell short of a complete breakthrough.
The partial nature of the summit outcome did not push the Polymarket contract meaningfully below its near-ceiling level, suggesting the market treats a formal agreement as a formality given existing framework talks.
Resolves via Polymarket's UMA oracle; the contract requires a formal tariff agreement, not merely a communique or freeze, a key edge case if only a partial deal is announced.

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: Xi Jinping received a red carpet welcome at the White House but did not secure all he wanted from the Trump summit, per BBC reporting.exa_search → bbc.co.uk · as_of 2026-09-25T07:47:46+00:00
publisher: bbc.co.uk
published_at: 2026-09-25T00:00:00.000Z
source_url: https://www.bbc.co.uk/news/articles/cr93e4x7kdjjo

[02] pm_response

interp: Polymarket contract at 95%; resolves via UMA oracle with a formal agreement required, not a press statement or interim framework.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/us-x-china-tariff-agreement-by-december-31/

external

venue_a: polymarket · 0xf9c12aa09c5317d1cf8d26d0dc100a69ecf70e5132e81ef078d5336f63923b5e

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/us-china-tariff-deal-by-dec-31-polymarket-95-2026-09-25/`
JSON	REST API for developers	`https://clearmarket.fyi/signals/us-china-tariff-deal-by-dec-31-polymarket-95-2026-09-25.json`
MCP	agentic AI tool call (Claude Desktop, Cursor, Continue)	`clearmarket.get_signal("us-china-tariff-deal-by-dec-31-polymarket-95-2026-09-25")`
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": "CMSIG2026092505",
  "published_at": "2026-09-25T00:00:00.000Z",
  "detection": "news_cycle",
  "category_tag": "MOMENTUM_REPRICING",
  "secondary_tags": [],
  "pre_news_classification": "concurrent",
  "target_event_id": "CM-EVT-52GRJCHNR9",
  "target_event_slug": "us-x-china-tariff-agreement-by-december-31",
  "event_question": "Will the US and China reach a tariff agreement by December 31?",
  "bullets": [
    "The Polymarket contract prices a 95% chance the US and China reach a tariff agreement by December 31, 2026.",
    "Xi's White House visit, the highest-profile diplomatic contact of the year, is consistent with near-full market pricing of a deal, even though the summit fell short of a complete breakthrough.",
    "The partial nature of the summit outcome did not push the Polymarket contract meaningfully below its near-ceiling level, suggesting the market treats a formal agreement as a formality given existing framework talks.",
    "Resolves via Polymarket's UMA oracle; the contract requires a formal tariff agreement, not merely a communique or freeze, a key edge case if only a partial deal is announced."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "bbc.co.uk",
          "source_url": "https://www.bbc.co.uk/news/articles/cr93e4x7kdjjo",
          "retrieved_at": "2026-09-25T07:47:46+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": "Xi Jinping received a red carpet welcome at the White House but did not secure all he wanted from the Trump summit, per BBC reporting.",
      "publisher": "bbc.co.uk",
      "published_at": "2026-09-25T00:00:00.000Z",
      "source_url": "https://www.bbc.co.uk/news/articles/cr93e4x7kdjjo"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Polymarket contract at 95%; resolves via UMA oracle with a formal agreement required, not a press statement or interim framework."
    }
  ],
  "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/us-x-china-tariff-agreement-by-december-31/",
      "related": []
    },
    "external": {
      "venue_a": null,
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "bbc.co.uk: Xi Jinping got the red carpet treatment from Trump - but not everythin",
      "url": "https://www.bbc.co.uk/news/articles/cr93e4x7kdjjo",
      "published_at": "2026-09-25T00:00:00.000Z",
      "retrieved_at": "2026-09-25T07:47:46+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 CMSIG2026092505 published 2026-09-25T00:00:00.000Z signature sha256-b6cf8686e68… ← underlying event all signals →