Live decision brief
Warsh Fed Rate Path
Live · Aug 10
Thesis record
Thesis record
Current thesis probability
53%
Moved down 8 points from the previous daily snapshot.
Change since prior review-8pt
Headline disagreement37pt
Important changed condition
Will prediction markets assign at least 40% probability to one or more Fed hikes in 2026 for 10 consecutive days?
-16pt
Disagreement
Will gold close above $4,800 per ounce on any trading day in H2 2026?
65pt
Requires attention
2 decision weighted policy path assumptions moved 15.0 to 15.5 points away from the thesis during the latest review window, while model spreads remain 48 to 53 points.
4
Frozen / versioned record
Latest completed record: Week 7 · Jul 30 to Aug 6. 15 of 100 review conditions moved notably during that frozen week.
56%