Prediction markets put the probability at 44%: Will there be no change in Fed interest rates after the September 2026 meeting. Currently, markets are divided (44% YES, 56% NO).
Active market on Polymarket with $2.2M in total volume. Sufficient liquidity for most position sizes. Currently priced at 38c YES.
4/5 models agree on YES, fair value 70c vs market 56c. BUY YES at 56c — models see 14c of upside.
| Model | Says | Fair Value estimated fair price | Confidence |
|---|---|---|---|
| MATH PIN Model | YES | 98c | — |
| MATH Compound Signal | YES | 51c | — |
| AI Claude Analysis | ??? | 55c | 42% |
| AI DeepSeek Quant | YES | 74c | 65% |
| AI Kimi Macro | YES | 56c | 74% |
4 of 5 models estimate YES fair value above market (51–98c vs 56c). Kimi Macro leads with 74% confidence.
Models estimate fair value of YES at 70c — market prices it at 56c. 14-point gap supports YES.
Smart money here is a single wallet leaning YES on rate stability, a positioning that reads as a bet the Fed holds steady through September 2026. The lone YES entry near the current price signals mild directional conviction toward no change rather than aggressive accumulation. With only one tracked participant and a NO-labeled dominant side that carries no tracked entries, the signal is directionally suggestive but too thin to confirm a strong smart-money thesis.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x8152..da | Smart | YES | $1.5K | -43% | |
| 0xeb6f..f0 | MM | YES | $4.3K | -21% | |
| 0x0845..6f | MM | YES | $2.4K | -21% | |
| 0xa4b3..b8 | Retail | YES | $2.3K | -25% |
The single tracked wallet entered YES at 55c against a current 56c mark, leaving it modestly in profit and representing 100% of profitable positioning on this market. With no NO entries and the lone participant riding a small unrealized gain, price support is thin but skewed toward the no-change outcome. The 1c cushion offers little conviction signal — this is a shallow book where a single actor sets the profitable tone.
Polymarket prices YES at 38c with $2.2M in total volume. Our model estimates fair value at 70c. Significant 32-point gap — model sees YES as substantially mispriced.
| Platform | YES Price | Volume |
|---|---|---|
| Polymarket | 38c | $2.2M |
| Our Model | 70c | — |