RaoscaffResearch
Prediction Series · Lock · Issue P-103
Prediction Series · P-103

The Fed's September pause — hold 3.50–3.75%, locked at 82%.

82% probability the Fed keeps the funds rate at 3.50–3.75% at its September 2026 meeting. June held 12-0 and futures price ~78% no change through December as an energy-inflation impulse offsets cut pressure. A calibrated central-bank call. Resolves ~17 Sep 2026.

Type · Prediction Lock · policy-decision binary Locked · 2026-06-25 · after the June 12-0 hold Resolves · ~2026-09-17 · FOMC September 2026 statement (federalreserve.gov) Scored · binary: Sept 2026 funds rate held at 3.50–3.75% yes/no
Fed September 2026 funds rate · our locked call
HOLD
3.50–3.75% range unchanged · P = 0.82

The FOMC left the target range at 3.50–3.75% at its 17 Jun 2026 meeting in a unanimous 12-0 vote, and fed-funds futures price ~78% odds the rate is unchanged through December (cut odds ~15%, hike odds ~5%) as the Iran-driven energy-inflation impulse offsets easing pressure. Source: FOMC September 2026 statement (federalreserve.gov); resolves ~17 Sep 2026.

— 1 · The Locked Call

The Fed holds 3.50–3.75% in September 2026 — P = 0.82.

We lock a binary: the Federal Reserve keeps the federal funds target range at 3.50–3.75% at its September 2026 FOMC meeting, per the FOMC statement. Confidence 82%.

— 2 · Why it's a calibrated call

June held unanimously and futures lean 'no change' — but both a cut and a hike are live tails.

June's 12-0 hold and ~78% futures-implied 'no change through December' point to a steady hand, with an energy-inflation impulse from the Middle East conflict deterring cuts. We hold a calibrated 82% because September has tails on both sides — a softening labour market could pull a cut forward, while a hotter inflation print could force a hawkish surprise. Resolves against the September FOMC statement.

Locked on 2026-06-25 — scored against the FOMC's September 2026 statement.

RAOSCAFF locks P-103 on 2026-06-25, after the June hold. Scored on whether the Fed keeps the funds-rate range at 3.50–3.75% at the September 2026 meeting.

Locked
2026-06-25 (commit timestamp on origin/main)
Resolves
~2026-09-17 — FOMC September 2026 meeting
Source
Federal Reserve FOMC statement (federalreserve.gov)
Scored by
Binary: YES if the Sept 2026 target range is held at 3.50–3.75%; NO if changed

Scored on the September decision only — a cut or a hike both count as a miss; later-2026 moves are out of this window.