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Prediction Series · Lock · Issue P-112
Prediction Series · P-112

The ECB's September call — no cut, locked at 94%.

94% probability the ECB does not cut at its 10 Sep 2026 meeting — the deposit rate stays ≥2.25%. After June's hike, September is a hold-vs-hike debate; a cut is off the table. We lock the near-certain side, not the hold-vs-hike direction. Resolves 10 Sep 2026.

Type · Prediction Lock · policy-decision binary (no-cut side) Locked · 2026-06-25 · deposit rate 2.25% post-June hike Resolves · 2026-09-10 · ECB monetary-policy statement (ecb.europa.eu) Scored · binary: Sept 2026 deposit rate ≥2.25% (no cut) yes/no
ECB September 2026 deposit rate · our locked call
NO CUT
deposit rate stays ≥2.25% · P = 0.94

The ECB raised its deposit facility rate to 2.25% at its June 2026 meeting, and markets price the 10 Sep 2026 decision as roughly 50/50 between a hold and a further hike — with a cut effectively off the table amid the Middle East energy-inflation impulse. We lock only the near-certain 'no cut' side. Source: ECB monetary-policy statement, 10 Sep 2026 (ecb.europa.eu).

— 1 · The Locked Call

The ECB does not cut at its September 2026 meeting — P = 0.94.

We lock a binary: the ECB keeps its deposit facility rate at 2.25% or higher (i.e. does not cut) at its 10 Sep 2026 meeting, per the ECB statement. Confidence 94%.

— 2 · Why it's nail-able

September is a hold-vs-hike debate — a cut isn't on the table.

Having hiked to 2.25% in June with an energy-inflation impulse still live, the ECB's September choice is between holding and another hike — markets put it near 50/50 — while a cut would require an abrupt disinflationary shock with no current basis. We deliberately lock only the 'no cut' side (NOT the hold-vs-hike direction, which is genuinely uncertain). Confidence 94%, shy of certainty, for the tail of a sudden growth/credit shock. Resolves against the September statement.

Locked on 2026-06-25 — scored against the ECB's 10 Sep 2026 statement.

RAOSCAFF locks P-112 on 2026-06-25. Scored on whether the ECB's deposit facility rate is 2.25% or higher (no cut) after the 10 Sep 2026 meeting.

Locked
2026-06-25 (commit timestamp on origin/main)
Resolves
2026-09-10 — ECB Governing Council monetary-policy decision
Source
ECB monetary-policy statement (ecb.europa.eu)
Scored by
Binary: YES if the Sept 2026 deposit rate ≥2.25% (hold or hike); NO if cut

Locks the 'no cut' side only — the hold-vs-hike direction is ~50/50 and explicitly NOT predicted here.