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Back to clusterPart ofWill the Federal Reserve cut the federal funds rate by 75 basis points or more cumulatively during calendar year 2026?
Event · ECONOMICS

Will the Federal Reserve reduce its balance sheet at a pace exceeding $150 billion per month (annualized) at any point during 2026?

Resolves Dec 30, 2026 (235 days)
41%probability

4-model average

LOWconfidence

building category history

—stability

loading

Divergingmodels

47pt spread

These three readings tell you how much weight to put on the probability: confidence reflects category-level track record, stability tracks how the estimate has moved over time, models shows whether the four agree.

Belief trajectory

Loading belief trajectory...

Per-model probabilities

GPT-4o
30%-11 vs avg
Gemini
40%-1 vs avg
Claude
72%+31 vs avg
GrokGrok
25%-16 vs avg
Key disagreementClaude (72%) vs Grok (25%): Different weighting of factors

Resolution criteria

SourceFederal Reserve H.4.1 Balance Sheet release
CRENE-FED75-MKT-018-20261231Generated May 7, 2026