Joerg Hiller
Jul 03, 2026 22:29
The US Greenback stayed resilient heading into per week with Federal Reserve assembly minutes and new US jobless claims, key catalysts that might shift rate-path expectations.
Fed minutes loom as Polymarket no-cut 2026 odds slip to 77.55%
Fed Minutes and Jobless Claims Put 2026 Price-Minimize Bets in Play as “0 Cuts” Odds Slip on Polymarket
A weekly outlook highlighting the US Greenback’s resilience forward of upcoming Federal Reserve minutes and US jobless claims has stored merchants targeted on the trail of US financial coverage. On Polymarket, pricing for the “What number of Fed fee cuts in 2026?” ladder continues to favor a no-cuts final result, although the main likelihood has eased from earlier ranges.
Key Takeaways
Polymarket costs the main final result “0 (0 bps)” at 77.55% for no Fed fee cuts in 2026.The no-cuts contract has slipped from 82.10% beforehand to 77.55% as consideration facilities on Fed minutes and jobless claims danger.The market resolves on 2026-12-31, and the main final result is down 4.55 share factors versus the prior studying.
A weekly market preview mentioned the US Greenback has been displaying resilience as merchants head into per week that includes the discharge of Federal Reserve assembly minutes and new US jobless claims information. The piece framed the Fed minutes as a possible catalyst for reassessing the coverage outlook and the timing of any shifts in rates of interest. It additionally highlighted jobless claims as a key near-term gauge of labor-market situations that might sway expectations for the economic system. The preview introduced the mixture of Fed communication and incoming labor information as the principle drivers for near-term foreign money route. The main target, it mentioned, is on whether or not the upcoming releases reinforce or problem the prevailing view on the Fed’s fee path.
Polymarket Knowledge: “0 (0 bps)” at 77.55% on $40.51M Quantity, with “1 Minimize” at 14.50% and “2 Cuts” at 3.85%
Polymarket’s ladder for “What number of Fed fee cuts in 2026?” reveals the highest-priced line at “0 (0 bps),” with Sure at 77.55% and No at 22.45%, on about $40.51 million in quantity. Farther out on the curve, “1 (25 bps)” sits at Sure 14.50% versus No 85.50%, whereas “2 (50 bps)” is Sure 3.85% and No 96.15%. Tail outcomes are priced as lengthy photographs, resembling “4 (100 bps)” at Sure 0.45% and No 99.55% and “5 (125 bps)” at Sure 0.35% and No 99.65%, signaling a steep skew towards few or no cuts by the 2026-12-31 decision date.
Look ahead to shifts within the unfold between “0 (0 bps)” and “1 (25 bps)” pricing and whether or not quantity continues to pay attention on the entrance of the ladder into the 2026-12-31 decision.
Past Fed Price Cuts: Different Excessive-Quantity Macro and Geopolitical Polymarket Contracts Merchants Are Watching
Past the longer-dated rate-cut debate, Polymarket merchants are additionally concentrating in shorter-horizon macro pricing, with 89.5% on “Fed Resolution in July?” favoring “No change” on about $37.64 million in quantity. That contract’s heavy movement underscores how positioning usually clusters round near-term occasion danger at the same time as buyers preserve one eye on broader cross-asset indicators throughout the platform’s macro and geopolitical board.
Odds Pattern
WindowChange (pp)24h+2.27d+2.2
Implied odds (final 48h)0255075Odds %0 (0 bps)1 (25 bps)2 (50 bps)3 (75 bps)
By the Numbers
Platform: PolymarketMarket: What number of Fed fee cuts in 2026?Contract sort: Worth strike ladder: every rung has separate Sure/No; Sure means the spot value is above that USD strike at settlement.Decision window: Dec 31, 2026 (UTC)Standing: Energetic (open for buying and selling)Quantity: ~$40,508,358
High strike rungs
StrikeYesNo0 (0 bps)77.5percent22.4percent1 (25 bps)14.5percent85.5percent2 (50 bps)3.9percent96.2percent3 (75 bps)1.9percent98.0%
+9 extra strikes not proven
Associated Information
Picture supply: Shutterstock






