US recession odds for 2026 stay near long-shot territory
- Kalshi places only 3% odds on the United States entering a recession in 2026, resolving via the Bureau of Economic Analysis.
- The IMF's warning about elevated oil prices and AI-concentration risk is not moving the recession needle, as the market holds firmly near long-shot pricing.
- A companion Kalshi contract on the state of the economy at end-2026 sits at 29%, a broader negative-outcome measure that also prices recession as unlikely but not negligible.
- Resolution via the Bureau of Economic Analysis requires an official GDP contraction determination, setting a high bar for the 3% tail to resolve yes.
- story
- The IMF forecasts U.S. inflation will pick up in 2026 before easing next year, with growth increasingly reliant on AI and oil prices remaining elevated.exa_search → Nicholas Dale Leal · as_of 2026-10-13T15:32:34+00:00 [mediated]
- publisher
- Nicholas Dale Leal
- published_at
- 2026-10-13T00:00:00.000Z
- interp
- Kalshi prices U.S. recession odds at 3% for 2026, with the market largely dismissing IMF downside warnings about oil and AI slowdown risk.llm_judge_cm_signal_v1 [editorial]
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_v1github · auditable- match_method
entity_slug_match (mechanical)
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.
- cm_event
- /events/kxrecssnber-26/
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-recession-in-2026-kalshi-3-2026-10-13/ |
| JSON | REST API for developers | https://clearmarket.fyi/signals/us-recession-in-2026-kalshi-3-2026-10-13.json |
| MCP | agentic AI tool call (Claude Desktop, Cursor, Continue) | clearmarket.get_signal("us-recession-in-2026-kalshi-3-2026-10-13") |
| 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": "CMSIG2026101304",
"published_at": "2026-10-13T00:00:00.000Z",
"detection": "news_cycle",
"category_tag": "MOMENTUM_REPRICING",
"secondary_tags": [],
"pre_news_classification": "concurrent",
"target_event_id": "CM-EVT-L7017DJDX1",
"target_event_slug": "kxrecssnber-26",
"event_question": "Will the United States enter a recession this year?",
"bullets": [
"Kalshi places only 3% odds on the United States entering a recession in 2026, resolving via the Bureau of Economic Analysis.",
"The IMF's warning about elevated oil prices and AI-concentration risk is not moving the recession needle, as the market holds firmly near long-shot pricing.",
"A companion Kalshi contract on the state of the economy at end-2026 sits at 29%, a broader negative-outcome measure that also prices recession as unlikely but not negligible.",
"Resolution via the Bureau of Economic Analysis requires an official GDP contraction determination, setting a high bar for the 3% tail to resolve yes."
],
"atomic_claims": [
{
"type": "news_event",
"field_provenance": {
"story": {
"tier": "mediated",
"method": "exa_search",
"source": "Nicholas Dale Leal",
"source_url": "https://english.elpais.com/economy-and-business/2026-10-13/imf-forecasts-us-inflation-will-pick-up-in-2026-before-easing-next-year.html",
"retrieved_at": "2026-10-13T15:32:34+00:00"
}
},
"significance": {
"threshold": 5,
"threshold_unit": "rank",
"passed": true,
"reason": "surfaced in the daily Exa news-cycle scan; mechanically matched to an active kalshi market"
},
"story": "The IMF forecasts U.S. inflation will pick up in 2026 before easing next year, with growth increasingly reliant on AI and oil prices remaining elevated.",
"publisher": "Nicholas Dale Leal",
"published_at": "2026-10-13T00:00:00.000Z",
"source_url": "https://english.elpais.com/economy-and-business/2026-10-13/imf-forecasts-us-inflation-will-pick-up-in-2026-before-easing-next-year.html"
},
{
"type": "pm_response",
"field_provenance": {
"notes": {
"tier": "editorial",
"method": "llm_judge_cm_signal_v1"
}
},
"notes": "Kalshi prices U.S. recession odds at 3% for 2026, with the market largely dismissing IMF downside warnings about oil and AI slowdown risk."
}
],
"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/kxrecssnber-26/",
"related": []
},
"external": {
"venue_a": "https://kalshi.com/markets/KXRECSSNBER-26",
"venue_b": null,
"benchmark": null
}
},
"sources": [
{
"label": "Nicholas Dale Leal: IMF forecasts US inflation will pick up in 2026 before easing next yea",
"url": "https://english.elpais.com/economy-and-business/2026-10-13/imf-forecasts-us-inflation-will-pick-up-in-2026-before-easing-next-year.html",
"published_at": "2026-10-13T00:00:00.000Z",
"retrieved_at": "2026-10-13T15:32:34+00:00"
}
],
"field_provenance": {
"pm_data": "kalshi_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