Spike detail
Polymarket Seeded demo state
Fed emergency cut before June? Ranked explanations, explicit uncertainty, related-market spillover, and an evidence summary that keeps external sources separate from internal runtime context.
Spike timestamp 11 May 2026 at 22:00 UTC
Move −11.4pp
Current price 23%
Evidence quality 3/5 dated
Venue Polymarket
Price path
Spike anchored at 11 May 2026 at 22:00 UTC with the latest seeded window.
5 points · UTC labels
Trace readiness
Evidence summary External evidence 4
Internal context 1
Weak evidence 2
Trust tiers 4
Internal context stays visible but separate. The trace route carries the full provenance chain for each cited source.
Assessment
Mispricing read fairly priced Confidence 0.57
20%–27%
The macro evidence softened emergency-cut odds, and the market is already close to that range.
Spillover
Related markets US tariff action on China before May?
+18.2pp Kalshi 58% 11 May 2026 at 22:05 UTC
Trade-policy escalation was the cross-market narrative most frequently cited alongside the macro repricing.
Ranked explanations
1 0.72
Hawkish inflation and labour data pushed emergency-cut odds lower. Macro Analyst 2 cited items 1 supporting agents
If financial conditions tighten suddenly, emergency-cut pricing could re-expand quickly.
Falsifier A meaningful stress signal in funding markets would undercut the hawkish-data interpretation.