RaoscaffResearch
Prediction Series · Lock · Issue P-145
Prediction Series · P-145

The euro-area ceiling — ≤3.5%, locked at 93%.

93% probability euro-area annual inflation prints at or below 3.5% in the September 2026 flash estimate — a ceiling set above the 2.9% July flash and the recent 2.8–3.2% band. Resolves ~1 Oct 2026.

Type · Prediction Lock · inflation ceiling Locked · 2026-08-13 · before the September flash Resolves · ~2026-10-01 · Eurostat euro-area flash HICP (ec.europa.eu/eurostat) Scored · binary: September 2026 flash HICP ≤3.5% YoY yes/no
Euro-area September 2026 flash HICP · our locked ceiling
≤ 3.5%
annual inflation · vs 2.9% in the July 2026 flash

Eurostat's flash estimate put euro-area annual inflation at 2.9% in July 2026, up from 2.8% in June, with core at 2.5%. Our ceiling sits 0.6pt above the July print. Source: Eurostat euro indicators, 31 July 2026.

— 1 · The Locked Call

Euro-area September 2026 flash HICP lands ≤3.5% YoY — P = 0.93.

We lock a binary: the euro-area flash annual inflation estimate for September 2026 prints at or below 3.5% year-on-year, per Eurostat. Confidence 93%.

— 2 · Why it's nail-able

Headline inflation has been range-bound near target, and the ceiling sits well above it.

Euro-area headline inflation has held in a narrow 2.8–3.2% band through mid-2026, printing 2.9% in the July flash against core at 2.5%. Clearing 3.5% inside two months would take a sharp fresh shock. Confidence 93%, not higher, because energy is the visible pressure point — it ran at a 10.0% annual rate in July, and a further energy spike is the disclosed tail. Scored on the first-published flash estimate, not a later revision.

Locked on 2026-08-13 — scored against the Eurostat September 2026 flash HICP.

RAOSCAFF locks P-145 on 2026-08-13, before the September flash estimate. Scored against the euro-area September 2026 flash annual HICP rate versus a 3.5% ceiling.

Locked
2026-08-13 (commit timestamp on origin/main)
Resolves
~2026-10-01 — Eurostat euro-area flash HICP for September 2026
Source
Eurostat euro indicators, euro-area annual HICP flash estimate (ec.europa.eu/eurostat)
Scored by
Binary: YES if the September 2026 euro-area flash annual HICP is ≤3.5%; NO otherwise. Scored on the first-published flash, not a revision.

Energy ran at a 10.0% annual rate in the July flash — a further energy spike is the disclosed tail.