Polymarket prices Bev Craig (Labour) at 99%. The by-election — the largest in British history, with over 2 million eligible voters — was triggered when Andy Burnham won the Makerfield parliamentary seat. Reform UK's Sian Astley and the Green candidate Geraldine Coggins are considered long shots. Labour has held Greater Manchester uninterruptedly since 2017.
The Bank of England held Bank Rate at 3.75% with a 7-2 MPC vote on 18 June 2026. For the 30 July meeting, SONIA futures price a 90.7% probability of a hold (centralbank.watch, as of 13 July 2026). A rate cut is priced at ~0%. Supporting factors: UK CPI remains well above 2.0% (open Cassandra prediction: UK CPI above 2.7% YoY by 22 July); weak retail data dampens consumption expectations but does not justify easing. The MPC awaits further evidence on wage inflation and services prices.
The BoE's next MPC decision is scheduled for July 30, 2026. The current base rate is 3.75%. Market pricing implies no rate move for the rest of 2026; Oxford Economics expects a hold well into 2027. Context: UK CPI was 2.8% in May 2026, driven by Middle East energy price shocks preventing early easing. BoE analysis notes risks 'tilted towards a rise.' HomeOwners Alliance and Morningstar Global see no impulse for a change. No Polymarket odds found; market consensus for a hold is very strong.
MPC meets July 30, 2026 (Super Thursday with full Monetary Policy Report and Governor press conference). Bank Rate has held at 3.75% through four consecutive meetings. SONIA futures markets price 86% probability of no change (14% chance of a rise to 4.00%). The June MPC vote was 7-2 for hold — two hawkish dissents signal growing hike inclination, but no majority. Easing US-Iran tensions have reduced energy price pressure, supporting another pause.
Bitcoin was trading at approx. USD 65,711 on 22 July 2026. Polymarket rates the probability of BTC staying above USD 65,000 through end-July at 91.7%; the >USD 67,500 threshold stands at 54%. The expected Fed hold on 29 July supports risk assets. The 30 July date is one day before the open >USD 68,000 prediction for 31 July — this lower threshold on an earlier date is complementary, not contradictory.
The Bank of England stabilized its base rate at 3.75% after a 2025 easing cycle. As of July 2, 2026, financial markets expected a hold for the remainder of 2026. UK CPI stood at 2.8% in May 2026 — above the 2% target, making further easing unlikely. The recently signed US-Iran peace deal reduces oil price pressure. The July 30 MPC meeting includes the Quarterly Monetary Policy Report. Market-implied hold probability: ~85%; own calibration: 84%.
Polymarket prices 88% probability for German GDP growth ≥0.4% QoQ in Q2 2026 (as of 25 Jul 2026). Supporting factors: Germany recorded +0.3% QoQ in Q1 2026, and the Eurozone Manufacturing PMI surged to 51.9 in July 2026 – a four-year high for German industry. Despite energy price pressure from the Iran conflict, stable domestic demand and fading recession fears signal an acceleration in Q2. Risk: a negative surprise before July 30 could push the print below 0.4%.
Apple reports Q3 FY2026 on July 30, 2026 at 5 p.m. ET. Analyst consensus: ~$1.88–1.89 adjusted EPS (YoY +20–21% vs. $1.57 in Q3 FY2025) on revenue ~$108.8–110bn (+14–17% YoY). Gross margin expectation: 47.5–48.5%. Apple has beaten its EPS consensus in each of the last four quarters (historical beat rate >85%). Drivers: iPhone 17 cycle, Services segment at ~$100bn annualized, Apple Intelligence. No Polymarket market found; analogy to large-cap tech implies ~82%.
AB InBev reported Q1 2026 organic revenue growth of 5.8% and beer volume growth of 1.2% — the strongest volume increase in several quarters. Underlying EPS rose 20.8% to a record $0.97. Particularly strong: Mexico, Colombia, Brazil, South Africa, and Peru recorded record volume quarters. Non-alcoholic (+27% revenue) and Beyond Beer (+37%) support the premiumization portfolio. Key for Q2: the FIFA World Cup 2026 in North America (June/July) significantly boosted beer demand in key markets. No contradicting market signals found; probability derived from Q1 momentum and World Cup seasonal effect.
Apple has beaten EPS consensus in at least six consecutive quarters. The Q3-FY2026 EPS consensus stands at approx. USD 1.88 (+~20% YoY). Growth drivers: strong iPhone 18 demand, rapidly growing high-margin Services segment, and Apple Intelligence ecosystem (notably paid AI features). Apple is not yet listed in the open predictions (no Q3-FY2026 EPS target exists). No direct Polymarket quote; historical beat rate >80% supports this forecast.
BoE MPC voted 7-2 to hold at 3.75% in June 2026, with two members dissenting for a hike to 4.00%. UK CPI: ~2.8%; services inflation: stubborn 3.7%. OIS markets imply ~80% probability of a hold on July 30 per economist consensus. Since the US-Iran ceasefire (June 2026), energy prices eased slightly, but the Hormuz crisis keeps oil elevated and creates indirect inflation pressure. Reuters economist poll: majority expect hold for rest of 2026, ~40% see at least one hike. A rate cut to 3.50% appears ruled out given the data. Base consensus: Hold.
Amazon reports Q2 2026 after market close on July 30. EPS consensus: approx. $1.82, revenue consensus approx. $196B (FinanceCalendar/TipRanks). AWS grew 28% in Q1 2026 — its fastest pace in 15 quarters — and Amazon's own Q2 revenue guidance ($194–199B) already exceeded analyst consensus. Q1 AWS segment operating income of $14.16B beat the $12.84B consensus. Advertising revenue grew 24% YoY in Q1. Amazon has beaten EPS estimates in eleven consecutive quarters. Project Kuiper is an additional growth catalyst.
Apple reports July 30, 2026 at 5pm ET. EPS consensus: $1.89 (+19.8% YoY), revenue consensus $108.9–110B. Apple beat EPS consensus in each of the last four quarters. Zacks Earnings ESP +0.53% (bullish); Goldman Sachs expects both EPS and revenue beat. No Polymarket contract found.
The current Fed funds target rate is 3.50–3.75% (effectively 3.62% as of July 9, 2026). CME FedWatch as of July 13–17, 2026 shows a hold probability of ~78%; a 25bp rate hike has gained ~22% probability (up from 12.5% a month ago). A cut is priced at 0%. Rising US gasoline prices (Kalshi: 88–93% odds above $4/gallon by end of July) and persistent Hormuz-crisis inflation provide hawkish arguments. The open platform prediction of 'at least two further 25bp cuts after the July meeting' is consistent with a hold in July.
Apple reports Q3 FY2026 on July 30, 2026 after market close (analyst call 5:00 PM ET). Consensus Non-GAAP EPS is approximately $1.89, implying ~21% YoY growth vs Q3 FY2025. Apple has beaten EPS consensus in more than 75% of the last 20 quarters. Drivers: strong Services segment with record margins (~75%), Apple Intelligence driving iPhone upgrade cycles and in-app purchases. AAPL closed at $326.59 on July 20, 2026 (+~20% YTD). Risks: USD strength (international revenue ~60%) and potential US-China trade tensions. No specific Polymarket market; historical beat rate serves as primary calibration anchor.
AB InBev delivered Q1 2026 underlying EPS of USD 0.97 (record Q1, +20.8% vs Q1 2025; consensus of USD 0.90 clearly beaten). H1 2025 underlying EPS was USD 1.79 (Q1: USD 0.80; Q2: USD 0.98). For H1 2026 EPS to exceed USD 2.00, Q2 must deliver at least USD 1.03 — only a 5.1% increase vs Q2 2025. Given ongoing megabrand premiumization, FIFA World Cup volume acceleration (Budweiser as global beer partner), and the active share buyback, this appears highly likely. H1 results on July 30, 2026. No prediction market found.
Amazon has beaten the adjusted EPS consensus in eight or more consecutive quarters. For Q2 2026, consensus expects $1.82 per share (+8.3% vs. $1.68 in Q2 2025) on revenue of $196.02B. AWS remains the key driver thanks to generative AI workloads. Management guidance tends to be conservative, supporting beats. Historical beat rate >80%; own calibration: 76%.
Apple reports Q3 FY2026 (April–June 2026 quarter) on 30 July 2026 after market close. Consensus: ~USD 1.88 adjusted EPS, ~USD 108.9 bn revenue. Apple has beaten EPS consensus in 19 of the last 20 quarters. Strong drivers: iPhone 17 super-cycle (AI integration via Apple Intelligence), Services segment growing >15% YoY (higher margins than hardware), Mac/iPad refreshed with Apple Silicon M4. Headwinds: China risk (Huawei competition, potential Hormuz-related retaliation), USD strength compressing international revenues. No specific Kalshi/Polymarket market for Apple Q3 FY2026 EPS found; calibrated to historical beat rate. Tesla Q2 deliveries +25% YoY and TSMC +36% YoY signal sustained tech consumer demand.
Apple has confirmed July 30, 2026 as its earnings date. Non-GAAP consensus EPS: $1.88–1.89 (~+20% YoY); revenue forecast: $107–110B (+14–17% YoY). Apple beats consensus EPS in over 80% of quarters. Drivers: iPhone 17 super-cycle (Apple Intelligence, new AI Siri), Services growth ~+15% YoY, and buybacks exceeding $25B/quarter. No Polymarket odds.
Mastercard reports Q2 2026 results on July 30, 2026, pre-market. Analyst consensus stands at approximately $4.75–4.77 Non-GAAP EPS (TipRanks/Bloomberg, as of approx. July 21, 2026). Mastercard has beaten EPS estimates for 16 consecutive quarters — a historical beat rate of approximately 82% (FactSet). Key growth drivers: cross-border payment volumes (travel transactions), value-added services, and resilient North American consumer spending. No dedicated Polymarket market found. Calibration based on historical hit rate; downside risk from geopolitical market turbulence (oil price shock above $100 on July 23, 2026) and potential slowdown in transaction volume.
Amazon has beaten EPS consensus in 10+ consecutive quarters. Three growth drivers remain intact: AWS (cloud AI, ~25% YoY growth expected), Advertising Services (~18% YoY), and rising operating margins through logistics efficiency. The EPS consensus for Q2 2026 is approx. $1.82 (FactSet, as of July 14, 2026). Strong JPMorgan and Goldman Sachs beats this week signal robust enterprise cloud/IT spending — a direct proxy for AWS demand. Prediction-market-equivalent implied probability >70% for a beat. No duplicate with existing Cassandra predictions.
Meta has beaten adjusted EPS consensus in 7 consecutive quarters, most recently Q1 2026 with EPS ~$6.43 (consensus ~$5.92, +8.6%). Q2 drivers: Advantage+ AI ad optimization increases CPM despite moderated ad budget growth; WhatsApp Business API and Click-to-Messaging Ads increasingly monetized; Llama 4 infrastructure lowers compute cost per token; Reels monetization continues double-digit YoY growth. US CPI at 3.8% YoY and higher commodity prices (Iran crisis) increase FMCG brand ad spend, supporting Meta revenues. Meta expected to report on July 30, 2026 after market close. Wall Street EPS consensus Q2 2026: approximately $6.20.
Arm Holdings is expected to report Q1-FY2027 results (April–June 2026) on approximately July 30, 2026 — consistent with the prior-year pattern (Q1-FY2026: July 30, 2025). ARM's v9 architecture dominates AI chip design: AWS Graviton 4, Microsoft Cobalt 100, and Apple M4/A18 all use ARM. Premium-tier (v9) royalty revenues grew +37% y/y in Q4-FY2026. ARM has beaten non-GAAP EPS consensus estimates in six consecutive quarters. With expanding AI infrastructure and Iran-war-driven defense/radar chip demand, another beat is very likely. No direct prediction market for ARM Q1-FY2027 found.
Mastercard has beaten EPS expectations in each of the past four quarters. Q2-2026 consensus: USD 4.75 per share (+14.5% YoY vs. Q2 2025: USD 4.15). Drivers: robust consumer spending, recovery in international travel (cross-border volumes), strong pricing power. No Polymarket contract for MA Q2; Mastercard's historical beat rate is approx. 82%.
Apple reports Q3 FY2026 results on July 30, 2026, after market close (quarter covering April–June 2026). Consensus EPS is approximately $1.89 (diluted, range $1.88–$1.93 depending on source). Apple has beaten EPS expectations in each of the last four quarters (historical beat rate: 4/4). In Q2 FY2026 (ending March 2026), Apple generated revenue of $111.2 billion (+17% YoY). For Q3, the company guides for 14–17% YoY revenue growth (revenue consensus: ~$108.9–$110.8 billion). Drivers: continued AI-driven iPhone upgrade cycle ('Apple Intelligence'), strong Services growth, and solid margins. No Polymarket market found for this event. Estimate based on historical beat frequency and growth momentum.
Apple has announced Q3-FY2026 results for July 30, 2026 after market close. Analyst consensus: $1.88 adjusted EPS (diluted), +19.8% YoY (from $1.57). Apple has beaten Wall Street EPS estimates in each of the last four quarters. Strong Services growth, growing Apple Intelligence adoption post-iOS/macOS 27 (WWDC June 2026), and solid iPhone volumes support expectations. Headwinds from US tariffs on China manufacturing and elevated inflation (CPI 4.2% YoY). Own calibration: ~73%.
Amazon reports on July 30, 2026, after market close; adjusted EPS consensus is ~USD 1.82 per share, revenue consensus ~USD 196 bn (MarketBeat, July 13, 2026). Amazon beat the EPS consensus in seven of the last eight quarters. AWS remains the margin driver with strong growth from AI infrastructure requests; the Advertising segment grows >20% YoY. Prime Day Q3 is not included, but spring effects and cost discipline support margins. No Polymarket equivalent for Amazon EPS beat.
Mastercard reports Q2 2026 on July 30. EPS consensus is $4.75. Mastercard has beaten EPS estimates in over 85% of quarters historically. Drivers: growing global payment volumes, strong cross-border transactions from tourism recovery, Emerging Markets expansion (India, Latin America). Visa reports two days earlier (July 28, consensus $3.22) as a positive sector benchmark. Geopolitical uncertainty (Hormuz) weighs slightly on travel volumes but payment network benefits from elevated energy price transactions.
Apple reports Q3 FY2026 results (April–June 2026 quarter) on July 30, 2026. Consensus EPS is ~$1.88–1.89 per share (+19.8% YoY vs. $1.57), per Yahoo Finance and 9to5Mac. Apple has beaten adjusted EPS consensus in 11 of the last 12 quarters (historical beat rate ~75–80%). Supporting factors: strong services growth (Apple Intelligence subscriptions, App Store, iCloud+), iPhone 17 cycle, gradual China market normalization. AAPL currently trades at ~$315.32 (Yahoo Finance, July 13, 2026). No Polymarket market for AAPL Q3 FY2026 EPS found; historical beat rate implies ~73% probability.
Mastercard reports Q2 2026 on 30 July 2026 before market open. FactSet consensus is USD 4.77 (+14.5% YoY vs. USD 4.15 in Q2 2025). Mastercard has beaten EPS consensus in 14 of the last 16 quarters (historical beat rate ~75–80%). Cross-border transactions and travel volume benefit from the ongoing global tourism boom in 2026. No Polymarket odds found for Mastercard results; probability based on historical beat rate and industry dynamics.