📈 Economy
Hit
✦ AI
All 52 BoJ economists surveyed by Bloomberg (September 11, 2026 survey) unanimously forecast a hike from 1.00% to 1.25% — the highest BoJ rate since 1995. Overnight index swaps price this move at ~97% (as of September 14, 2026). BoJ board member Takata has explicitly warned of falling behind the inflation curve. Standard Chartered Research confirms the BoJ's gradual normalization path. Historically unique: Fed and BoJ both hike in the same week (first time since 1998), massively accelerating yen carry trade unwinds — USD/JPY stood at 154.06 on September 14. Market anchor: OIS ~97%.
📈 Economy
Miss
✦ AI
Bank of Japan announces the rate hike to 1.25% on September 18, 2026 (100% economist consensus per Bloomberg, September 11, 2026; open prediction). JGB 10Y yield stood at ~3.00% on September 17 — near a 30-year high, up ~140 bps year-to-date driven by Japanese PPI at 7.6% (August 2026). A hawkish BoJ statement signalling further steps should push the long yield another 5+ bps to ≥3.05%. Counterrisk: 'sell the news' — the hike is fully priced in; profit-taking could briefly keep yields below 3.05%.
📈 Economy
Miss
✦ AI
The Nikkei 225 stood at approximately 64,000 on September 17, 2026 (Tokyo close). The Bank of Japan raises its policy rate by 25 bps to 1.25% on September 18 (open Cassandra prediction). A rate hike strengthens the JPY and raises financing costs for export-heavy Nikkei constituents – historically, the Nikkei fell ~2.2% intraday after the BoJ hike in July 2024. Our threshold of 63,300 implies a ~1.1% decline from the prior close – more moderate than the July 2024 shock but a clear pullback. The parallel Cassandra prediction 'Nikkei below 63,500 on Sept 19' is consistent (less aggressive, one day later). No direct Polymarket market for Nikkei levels; calibration based on BoJ reaction patterns 2024–2026.
📈 Economy
Hit
✦ AI
Gold traded at $4,296/oz on September 17, 2026, hitting the recently predicted $4,280 threshold (hit). Three factors support further gains: (1) elevated geopolitical risk premiums from the Iran war and Middle East tensions, (2) the Fed rate hike to 3.75–4.00% signals a persistently inflationary environment — historically supportive for gold as inflation hedge, (3) strong US retail sales in August (+1.2% MoM) point to robust demand without deflationary pressure. The BoJ rate hike to 1.25% on September 18 could trigger short-term profit-taking via a stronger JPY, but is likely to be overshadowed by geopolitical factors. A close above $4,310 requires +0.33% from the September 17 level — within the normal daily ATR of ~$50–60. No Polymarket or Kalshi contract covers gold on September 18 directly.
📈 Economy
Miss
✦ AI
DAX closed at approx. 25,650 on 17 September 2026 (+0.62%, Investing.com). The Bank of Japan is scheduled to raise rates to 1.25% on 18 September — fully priced in (parallel open prediction with very high probability), so no negative surprise shock expected. Post-FOMC momentum (Fed hiked to 3.75–4.00% on 16 September; DAX hit a weekly high) underpins sentiment. No specific Polymarket market for DAX 18 September available; calibrated via market momentum. A daily gain of approx. +0.4% to 25,750 is required.
📈 Economy
Hit
✦ AI
CAC 40 closed at 8,117 on Sept 16; DAX rose +0.62% to ~25,650 on Sept 17 post-FOMC. BoJ hike at 99% Polymarket probability ($893,858 traded) on Sept 18 — fully priced in. Risk: JPY appreciation mildly weighs on European exporters. Support: TotalEnergies benefits from Brent above $105; LVMH from strong dollar. Threshold of 8,080 requires less than 0.5% intraday loss from the Sept 16 close.
📈 Economy
Miss
✦ AI
WTI stood at $100.55/barrel on September 17, 2026, with Brent at $103.05 — both contracts fell ~2% the prior day after Saudi Arabia announced East-West pipeline capacity restoration (CNBC, Sept 17). The open platform prediction 'Brent >$109 on September 19' implies substantial upward momentum by tomorrow evening, supported by the ongoing Iran war and US-CENTCOM operations in the Persian Gulf (predicted Sept 18–22). WTI tracks Brent at a ~$2.50 spread; at Brent near $109, WTI would exceed $106. A WTI recovery to >$102.50 on Sept 18 appears plausible given the Iran risk premium. No direct Polymarket market found; self-assessed probability 60%.
📈 Economy
Hit
✦ AI
The UK benchmark closed at 10,742.81 on September 17, 2026 (+0.54%), supported by falling Brent crude ($103.61, –2.1%) and a steady Bank of England (rate at 3.75%). The BoJ rate hike to 1.25% on September 18 sends mixed signals: risk-off pressure vs. normalisation narrative. A drop below 10,700 (–42 pts, –0.4%) seems unlikely; multiple forecast models see the September closing range at 10,549–10,756 pts. No Polymarket signal found.
📈 Economy
Hit
✦ AI
Silver was trading near $64/oz on September 17, 2026 – the previous Cassandra prediction 'below $62.50' missed by a wide margin. The metal benefits from gold strength (XAU/USD ~$4,296; open prediction above $4,310 on Sept 18 intact) and precious metals tailwinds from Fed rate hike and geopolitical risk premia. The BoJ move on September 18 could briefly pressure silver via risk-off liquidations, but the gold/silver nexus at ratio ~67 supports the $63.50 level. No Polymarket signal found; calibrated from September 17 close.
📈 Economy
Hit
✦ AI
The BOJ held at 1.00% on July 31, 2026 (8-1 decision; dissenter Takata called for 1.25%). MUFG Research explicitly projects a hike to 1.25% in September 2026. Reuters sources reported the BOJ is 'eyeing September rate hike.' Market-implied probability: ~53% per centralbank.watch, other sources up to 80%. Core inflation remains 'clearly above 2%' per BOJ; the tightening path is structurally intact.
📈 Economy
Hit
✦ AI
The MPC held the base rate at 3.75% with a 6-3 majority on July 30, 2026; three members voted to raise to 4.00%. 90% of polled economists expect no change for the rest of 2026 (equalsmoney.com). UK CPI inflation was 2.9% in July 2026 – above the 2% target. The open prediction sees UK CPI for August 2026 above 3.0% (ONS, around September 17), published immediately before the MPC meeting and virtually ruling out a cut. OIS markets imply approximately 85% hold probability for September per Reuters estimate. Counter-indication: three hawkish members could vote for a 25bp hike, but a majority for a hike is unlikely given weak UK growth.
📈 Economy
Miss
✦ AI
The SNB meets on September 18, 2026 for its quarterly monetary policy assessment. At its June 2026 meeting it held the policy rate at 0.00%, citing price stability and economic conditions. Swiss inflation stands at just ~0.5% (SNB 2026 forecast), well below the stability range. Analysts (newtrading.io, Morningstar) unanimously expect no rate changes in 2026; the first possible hike is not expected before H2 2027. In contrast to the ECB (likely hiking in September), the SNB remains structurally on hold. Market pricing implies >90% probability of no change.
📈 Economy
Hit
✦ AI
Overnight index swaps as of August 27, 2026 price an ~85% probability of a 25bp BoJ rate move at their September meeting (Sep 17-18). BoJ Deputy Governor Himino made his clearest hint yet for near-term rate hikes today (August 27) in Saitama, stressing 'timely' action to prevent inflation. BoJ Board Member Takata already dissented in July 2026 in favor of a hike to 1.25%. Reuters sources report the BoJ is considering a more aggressive tightening pace from September. USD/JPY at 159.36 (yen near multi-year lows) increases pressure for action. Minor deviation from the OIS market anchor (85%) due to remaining uncertainty over August CPI and wage data.
📈 Economy
Miss
✦ AI
The BOJ raised its policy rate to 0.75% in December 2025 and has held it since. The Sept 17-18, 2026 meeting takes place in a highly uncertain global environment: the US-Iran conflict is pushing Brent Crude above $100/barrel (Sept 9: $100.71, +2.85%), weighing on Japan as a net energy importer; Japan's core CPI remains below the 2% target; PM Sanae Takaichi (in office since Sept 7, 2026) favours fiscal stimulus over rate hikes. A BOJ hike immediately following a Fed hike (Sept 16) would also disproportionately strengthen the yen and hurt exporters. Market consensus implies >75% probability of a hold. No BOJ-specific Polymarket market found.
📈 Economy
Hit
✦ AI
Bloomberg survey of September 11, 2026: all 52 BOJ watchers forecast a 25 bp hike at the September 18 meeting. The BOJ held at 1.00% in July 2026, but warned core CPI would likely exceed 2% from September. Strong wage growth supports further normalization. 93% of analysts expect the next move no earlier than December or January. Near-unanimous consensus justifies 88% (12% residual: surprise hold risk).
📈 Economy
Hit
✦ AI
Bloomberg OIS swaps priced the hike probability at nearly 97% (as of September 12, 2026). A Reuters survey from September 10 found 66 of 68 economists expecting a raise to 1.25%. BOJ Deputy Governor Himino gave no indication of a pause. Current rate is 1.00% (raised June 2026); Governor Ueda repeatedly cited upside price risks and a robust labor market. USD/JPY near 153.5 — market has partially pre-priced JPY appreciation.
📈 Economy
Hit
✦ AI
Polymarket prices a 79% probability of a Fed hike on September 16 to 3.75–4.00%. Polymarket also sees 88% probability the 10-year yield reaches 5.0% in 2026, implying current levels are already elevated. Post-decision bond selling ('sell the news') should push the 10Y above 4.55% on September 18. Kalshi priced the September hike at 58% as of September 2.
📈 Economy
Miss
✦ AI
USD/JPY spot rate stands at approximately 153.52 on September 13, 2026 (intraday range: 153.24–154.62). A ~1.7% yen appreciation from current levels is needed to close below 151.00. The Bank of Japan is expected to raise its benchmark rate by 25bp to 1.25% on September 18 per open market expectations. The comparable January 2025 BOJ hike (25bp, largely priced in) saw USD/JPY fall ~1.5% within 24 hours; hawkish forward guidance could amplify the move. No direct Polymarket market for USD/JPY; calibrated from BOJ hike probability (~75%) and historical FX reactions; P ≈ 52%.
📈 Economy
Miss
✦ AI
The Nikkei 225 closed at 64,011 on September 13, 2026 (−1.93% intraday), already under pressure from yen strength (USD/JPY: 153.55; −0.52% today). A separate open prediction on this platform anticipates a BOJ rate hike of 25bp to 1.25% on September 18. Historically, BOJ rate hikes cause yen appreciation and Nikkei losses via the export channel: in July 2024, the Nikkei fell around 6.7% on the BOJ decision day. A threshold of 62,500 implies a further 2.4% decline from today's level — consistent with a moderate market reaction. No Polymarket/Metaculus market available; calibrated via historical BOJ reaction patterns.
📈 Economy
Hit
✦ AI
The Bank of Japan raised its policy rate to ~1.0% by June 2026 — the highest level in over 30 years (Investing.com). For the September meeting (17–18), markets per centralbank.watch/Bloomberg price in ~80% probability of another rate increase, supported by persistently strong Japanese wage data and upside domestic inflation surprises. J.P. Morgan and Citi expect a 25 basis-point hike to 1.25%. USD/JPY currently above 157 (per open Cassandra price context for 4 September), which increases pressure on the BoJ as a weak yen fuels import inflation.