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📈 Economy · Next Week

US CPI August 2026 (BLS, September 11, 2026): Headline rate above 3.3% year-on-year (confirmed by BLS press release or Bloomberg by September 11, 2026)

Hit ✦ AI-generated prediction Published on 4. September 2026 · Predicted for 11. September 2026 · Based on: Historical Cycle
Probability
64%

Kalshi prices >3.3% YoY at 64% (~127,000 open contracts). July 2026 headline CPI was 3.4% YoY; tariff pass-through from Trump tariffs effective August 7 sustains upward pressure. Cleveland Fed nowcast: +0.35% MoM. Polymarket prices +0.4% MoM at 49% (highest single bracket). This prediction adds a tighter threshold than the existing open '>3.2% headline' prediction and is independent of the existing Core CPI >3.4% prediction. Probability anchored directly to Kalshi market price of 64%.

Data basis for this prediction
  • Kalshi CPI YoY >3,3% Marktpreis: 64¢ (Stand 3. September 2026)
  • Polymarket August MoM CPI: +0,4% bei 49% (Stand 3. September 2026)
  • BLS CPI Juli 2026: 3,4% YoY (Veröffentlichung 13. August 2026)
  • Cleveland Fed Nowcast August CPI: ~+0,35% MoM (Stand 2. September 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit
[Vorzeitig entschieden] CPI August 2026 'accelerates' von Juli-Stand 3,4% bedeutet >3,4%, also >3,3%. GBP/USD-Rückgang trotz vorab formulierter 'softer CPI'-Erwartung bestätigt dass der Print nicht weich war. Quelle: Trading Economics / BLS.
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Constellation Energy (NASDAQ: CEG) beats Q3-FY2026 EPS consensus of $3.90 per share — earnings report November 9, 2026 before market open (confirmed by Constellation Energy Investor Relations or Bloomberg by November 9, 2026, 12:00 PM ET)

Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.

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Walmart Inc. (NYSE: WMT) beats Q3-FY2027 EPS consensus of $0.64 per share — earnings report November 19, 2026 before market open (confirmed by Walmart Investor Relations or Bloomberg by November 19, 2026, 12:00 PM ET)

Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.

65%
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