Prediction markets: Kalshi, Polymarket odds
What Kalshi and Polymarket traders and election markets price in for rates, inflation, stocks and elections, with each market's source.
Polymarket (Markets desk)
Polymarket is a data page on the Markets desk of Glassbox Auditing. Prediction-market odds on finance and government questions, and who is betting big.
Last updated: .
What is on this page today?
- Settled big positions that matched the insider pattern won 30% of the time (42 of 138), against 40% as the average price paid — watch-list positions 60% (145 of 242) · all other big positions 83% (4328 of 5227) · a price is the crowd's chance, so winning less often than it was priced means the bets did worse than the crowd expected · a pattern… (Polymarket, 8 Nov 2026)
- The Fed's 9 Dec decision on three exchanges: hike 0.25 pts at 75% on Kalshi, 75% on Polymarket US, 77% on Polymarket — The exchanges agree within 5 points on every outcome · each exchange's chances are scaled to add up to 100%; different crowds with different money (Kalshi · Polymarket US · Polymarket, 8 Nov 2026)
- 45 big Polymarket positions in the last 7 days matched the insider pattern, $2.22M staked — 128 more show enough of its traits to watch, $4.75M staked · positions of $5,000 or more on finance and government questions; the bars are the five questions with the largest stakes · traits: a new wallet, few markets… (Polymarket, 8 Nov 2026)
- The largest order waiting on Polymarket US is $131,238 to sell yes (the same as buying no) on “2028 Republican Presidential Nominee: Elon Musk” at 2¢ — Resting orders of $10,000 or more in the order books, the five largest · someone has money committed at that price; the exchange names no one · each book is read about hourly (Polymarket US, 8 Nov 2026)
- “Build Your Map: AK, IA, KS, ME, MI, OH, TX: Democrats sweep all 7” traded 2,738,654 contracts over the last day, the most on Polymarket US — Contracts traded between each market's latest order-book reading and the one about 24 hours earlier, the five busiest · where news is being traded (Polymarket US, 8 Nov 2026)
- Polymarket's top traders this month made $1.17M (Politics), $256,652 (Economy), $178,605 (Finance) — Profit this month of the first-ranked trader on each of Polymarket's own leaderboards, gains not yet cashed in included · the top ten on each board made $8.22M (Politics), $845,566 (Economy), $953,154 (Finance) together… (Polymarket, 8 Nov 2026)
- $152,810 bet on “No”: Will the U.S. invade Iran before 2027? — 6 trades in 48 hours · Geopolitics (Polymarket, 7 Nov 2026)
- $110,036 sold out of “No”: Will the U.S. invade Iran before 2027? — 7 trades in 48 hours · Geopolitics (Polymarket, 7 Nov 2026)
- $258,847 bet on “No”: US x Iran effective ceasefire continues through November 15, 2026? — 18 trades in 48 hours · Geopolitics (Polymarket, 7 Nov 2026)
- $105,275 bet on “Yes”: Israel x Iran ceasefire continues through November 7? — 11 trades in 48 hours · Geopolitics (Polymarket, 7 Nov 2026)
- $374,682 bet on “Yes”: US x Iran ceasefire continues through November 2? — 11 trades in 48 hours · Geopolitics (Polymarket, 6 Nov 2026)
- $154,781 bet on “No”: US x Iran effective ceasefire continues through November 8, 2026? — 14 trades in 48 hours · Geopolitics (Polymarket, 6 Nov 2026)
Where does the data come from?
Items on this page come from Polymarket; Kalshi · Polymarket US · Polymarket; Polymarket US. Each item links to its own source. All sources, how items are checked.
What does this page lead to?
- Election Outlook (Domestic Intelligence): Election Outlook turns Polymarket's prices on each race into a market-implied lean, so a shift in the odds here moves that page's market reading. (moves the same way; same day; economy scale) Source: Polymarket (public blockchain trades and wallet profiles).
- Migration & Economy (Immigration): Polymarket's immigration markets (deportations, border policy) are charted on Migration & Economy beside the labor data that policy reaches. (either way, depending on the cause; same day; economy scale) Source: Polymarket (public blockchain trades and wallet profiles).
- Labs & Countries (AI): Polymarket's AI ranking markets price which lab will hold the top model; Labs & Countries sets those odds beside measured benchmark results. (either way, depending on the cause; same day; sector scale) Source: Polymarket (public blockchain trades and wallet profiles).
- Leaders & Policy (World Powers): Polymarket's politics and geopolitics markets price leadership changes, ceasefires and sanctions; sharp moves there tend to arrive with the policy-uncertainty readings on Leaders & Policy. (either way, depending on the cause; same day; global scale) Source: FRED (Federal Reserve Bank of St. Louis).
- Lawmaking (Domestic Intelligence): Odds on control of Congress price which party will write tax, spending and regulation bills; Lawmaking tracks those bills once they are filed. (either way, depending on the cause; months; economy scale) Source: Polymarket US (public market data).
- Credit & Housing (Macro): Higher odds of a Fed cut tend to come with lower two-year Treasury yields, which lenders price credit cards and adjustable loans from. (moves the other way; days to weeks; economy scale) Source: Polymarket US (public market data).
What feeds this page?
- Labs & Countries (AI): Polymarket's AI-ranking markets pay out on which company tops the LMArena leaderboard by a date, so a lab's rise or fall in the rankings moves the odds bettors give it. (either way, depending on the cause; same day; sector scale) Source: LMArena leaderboard dataset.
- Migration & Economy (Immigration): Prediction markets price deportation and border-policy questions; the page shows their odds beside the measured flows. (either way, depending on the cause; same day; sector scale) Source: Polymarket (public blockchain trades and wallet profiles).
- Kalshi (Markets): The same Fed decision trades on Kalshi and Polymarket; traders close gaps between the two, so their odds tend to move together. (moves the same way; minutes; economy scale) Source: Polymarket US (public market data).
- Elections & Polls (World Powers): Prediction markets trade on national election outcomes, and a shift in the poll averages tends to move those odds within hours. (moves the same way; same day; global scale) Source: Polymarket (public blockchain trades and wallet profiles).
- World Log (World Powers): Elections and leader changes recorded here are what many prediction markets settle on; each event resolves or reprices them. (either way, depending on the cause; same day; global scale) Source: Polymarket (public blockchain trades and wallet profiles).
What else is on the Markets desk?
- Crypto
- Kalshi
- Live Now
- Market Behavior
- Market Data Access
- Options
- Retail vs Institutions
- SPY History
- Short Interest
- Stock by Stock
Kalshi (Markets desk)
Kalshi is a data page on the Markets desk of Glassbox Auditing. What real-money bettors expect for SPY, the Fed and the next economic reports.
Last updated: .
What is on this page today?
- Kalshi's crowd puts the Fed's 9 Dec decision at 22% hold, 76% hike and 1% cut — Each outcome's chance, scaled to add up to 100% · the most likely decision leads · what traders expect, not a forecast (Kalshi, 8 Nov 2026)
- Kalshi's crowd expects inflation this month (CPI, month over month): 0.3%, due 10 Nov — last reading 0.6% (Sep 2026) · middle half of guesses 0.2% to 0.3% · most likely 0.3% (42%) · higher than 41% of the last 5 years' readings · 1,216,224 contracts traded (Kalshi, 8 Nov 2026)
- Kalshi's crowd expects core inflation this month (CPI ex food & energy): 0.2%, due 10 Nov — last reading 0.3% (Sep 2026) · middle half of guesses 0.2% to 0.3% · most likely 0.2% (46%) · higher than 9% of the last 5 years' readings · 910,382 contracts traded (Kalshi, 8 Nov 2026)
- Kalshi's crowd expects inflation over 12 months (CPI, year over year): 3.8%, due 10 Dec — last reading 3.7% (Sep 2026) · middle half of guesses 3.7% to 3.9% · most likely 3.8% (24%) · higher than 63% of the last 5 years' readings · 742,797 contracts traded (Kalshi, 8 Nov 2026)
- Kalshi's crowd expects jobs added (nonfarm payrolls): 76K jobs, due 4 Dec — last reading 165K jobs (Oct 2026) · middle half of guesses 50K jobs to 98K jobs · most likely about 75K jobs (27%) · higher than 33% of the last 5 years' readings · 10,554 contracts traded (Kalshi, 8 Nov 2026)
- Kalshi's crowd expects economic growth (real GDP, annualized): 3.1%, due 28 Jan 2027 — last reading 3.4% (Jul 2026) · middle half of guesses 2.2% to 3.8% · most likely about 3.2% (22%) · higher than 60% of the last 5 years' readings · 64,279 contracts traded (Kalshi, 8 Nov 2026)
- Kalshi traders put SPY at $735 for the next close, Mon 09 Nov, $736 a day earlier — middle half $729-$743 · 45% chance of ending higher · settles 9 Nov (Kalshi, 8 Nov 2026) SPY
- Kalshi traders put SPY at $734 for the close, Fri 13 Nov, $734 a day earlier — middle half $718-$750 · 48% chance of ending higher · settles 13 Nov (Kalshi, 8 Nov 2026) SPY
- Kalshi traders put SPY at $791 for the year end 2027, $791 a day earlier — middle half $706-$905 · 70% chance of ending higher · settles 31 Dec 2027 (Kalshi, 8 Nov 2026) SPY
- Kalshi traders put SPY at $736 for the next hour, Mon 10am ET, $736 a day earlier — middle half $730-$742 · 57% chance of ending higher · settles 9 Nov (Kalshi, 8 Nov 2026) SPY
- Kalshi traders put SPY at $754 for the year end 2026, $754 a day earlier — middle half $715-$781 · 64% chance of ending higher · settles 31 Dec (Kalshi, 8 Nov 2026) SPY
- Kalshi traders put SPY at $739 for the next close, Fri 06 Nov, $750 a day earlier — middle half $737-$741 · 52% chance of ending higher · settles 6 Nov (Kalshi, 6 Nov 2026) SPY
- Kalshi traders put SPY at $738 for the next hour, Fri 3pm ET — middle half $737-$740 · 54% chance of ending higher · settles 6 Nov (Kalshi, 6 Nov 2026) SPY
- Kalshi traders put SPY at $739 for the next hour, Fri 2pm ET — middle half $726-$739 · 53% chance of ending higher · settles 6 Nov (Kalshi, 6 Nov 2026) SPY
- Kalshi traders put SPY at $740 for the next hour, Fri 12pm ET — middle half $739-$741 · 50% chance of ending higher · settles 6 Nov (Kalshi, 6 Nov 2026) SPY
- Kalshi traders put SPY at $735 for the next hour, Fri 10am ET — middle half $732-$737 · 66% chance of ending higher · settles 6 Nov (Kalshi, 6 Nov 2026) SPY
- The Fed's median projection for its rate at the end of 2026: 4.1% — central tendency 4.1–4.4% · range 3.9–4.4% · released 16 Sep (Federal Reserve Board (Summary of Economic Projections), 15 Sep 2026)
- The Fed's median projection for its rate at the end of 2027: 4.1% — central tendency 3.6–4.4% · range 3.1–4.4% · released 16 Sep (Federal Reserve Board (Summary of Economic Projections), 15 Sep 2026)
- The Fed's median projection for its rate at the end of 2028: 3.9% — central tendency 3.1–4.1% · range 3.1–4.1% · released 16 Sep (Federal Reserve Board (Summary of Economic Projections), 15 Sep 2026)
- The Fed's median projection for its rate at the end of 2029: 3.6% — central tendency 3.1–3.6% · range 2.9–3.9% · released 16 Sep (Federal Reserve Board (Summary of Economic Projections), 15 Sep 2026)
Where does the data come from?
Items on this page come from Kalshi; Federal Reserve Board (Summary of Economic Projections). Each item links to its own source. All sources, how items are checked.
What does this page lead to?
- Risk Monitor (Briefing): The Risk Monitor carries two Kalshi readings: the crowd's year-end SPY range with its odds of a 10%+ fall, and the odds of each move at the next Fed meeting. (either way, depending on the cause; same day; economy scale) Source: Kalshi prediction markets.
- Credit & Housing (Macro): Higher odds of a Fed hike tend to come with higher short-term Treasury yields, which feed into credit card, auto loan and adjustable mortgage rates. (moves the same way; days to weeks; economy scale) Source: FRED (Federal Reserve Bank of St. Louis).
- SPY History (Markets): The Fed's own projections for its interest rate, shown on Kalshi beside the crowd's odds, move four times a year; a higher projected path tends to lift Treasury yields and the rate used to value future profits, which weighs on stock prices, and a lower one tends to ease it. (moves the other way; weeks; economy scale) Source: Federal Reserve Board, Summary of Economic Projections (FOMC projection tables).
- Federal Reports (Calendar): Kalshi's markets on the next CPI, jobs and GDP figures settle on those releases, so their odds show what the crowd expects before each date on Federal Reports. (either way, depending on the cause; until each release; economy scale) Source: Kalshi prediction markets.
- Report Reactions (Calendar): Markets react to the surprise against what was expected, so a release far from the Kalshi crowd's middle tends to bring a bigger SPY and 10-year yield move on Report Reactions. (either way, depending on the cause; release day; economy scale) Source: U.S. Bureau of Labor Statistics.
- Central Banks (World Powers): A higher expected Fed rate tends to strengthen the dollar and widen the rate gap with other countries, putting pressure on central banks whose currencies weaken against it. (moves the same way; weeks; global scale) Source: FRED (Federal Reserve Bank of St. Louis).
- Debt & Interest (Macro): Treasury bills roll over within months, so a higher expected Fed rate means the government refinances them at higher yields and its interest bill rises soon after. (moves the same way; months; economy scale) Source: U.S. Treasury, Monthly Treasury Statement.
- Polymarket (Markets): The same Fed decision trades on Kalshi and Polymarket; traders close gaps between the two, so their odds tend to move together. (moves the same way; minutes; economy scale) Source: Polymarket US (public market data).
What feeds this page?
- Federal Reports (Calendar): Kalshi's markets on CPI, payrolls and the Fed's decision settle on these releases, so the odds move in the days before each one and settle on the day. (either way, depending on the cause; days before each release; economy scale) Source: Kalshi prediction markets.
- All Indicators (Macro): Kalshi's markets on the Fed's rate, CPI and payrolls settle on the official figures this board carries, so the odds there are bets on the next value of these rows. (either way, depending on the cause; days before each release; economy scale) Source: Kalshi prediction markets.
- Prices & Inflation (Macro): Hotter inflation readings tend to raise the odds Kalshi traders put on a higher Fed rate path and on the higher brackets of the next CPI print. (moves the same way; same day; economy scale) Source: Kalshi prediction markets.
- Fed Statements (Macro): Kalshi's rate markets settle on the Committee's decision, and its statements, projections and the Chair's remarks are what traders read for the next one, so officials' wording can move those odds. (either way, depending on the cause; days before each meeting; economy scale) Source: Federal Reserve Board, Summary of Economic Projections (FOMC projection tables).
- Live Now (Markets): Kalshi lists contracts on where the S&P 500 ends the hour, the day and the year; their prices reprice as SPY moves, so the crowd's range shifts with the live price. (moves the same way; minutes; economy scale) Source: Kalshi prediction markets.
- SPY (Options): SPY options and Kalshi's S&P 500 range contracts price the same outcome, so where option traders place their bets and the crowd's range on Kalshi tend to move together. (moves the same way; same day; economy scale) Source: Kalshi prediction markets.
- Central Banks (World Powers): Kalshi's Fed markets price the next decision; a surprise move by another big central bank or a shift in the Fed's stance moves those odds. (either way, depending on the cause; same day; economy scale) Source: Kalshi prediction markets.
- World Log (World Powers): A Fed rate decision logged here settles Kalshi's Fed-decision markets and resets the odds for the next meeting. (either way, depending on the cause; same day; economy scale) Source: Kalshi prediction markets.