Strong U.S. GDP growth projections of 2.0-2.2% for 2026, alongside a stable labor market with unemployment near 4.5%, underpin the 77.5% market-implied probability against a recession by end-2027. Recent data show resilient consumer spending transitioning to investment-led expansion, supported by AI-related capital expenditures and fiscal tailwinds, while inflation moderates toward 2.7% and the Fed maintains a cautious stance on rates. Trader consensus reflects these fundamentals and low smoothed recession probabilities near 0.5%, though risks from tariffs, yield movements, or labor softening remain. Key catalysts include upcoming GDP releases, FOMC decisions, and Q3 earnings that could shift positioning.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated1. The seasonally adjusted annualized percent change in quarterly U.S. real GDP from the previous quarter is less than 0.0 for two consecutive quarters between Q2 2025 and Q4 2027 (inclusive), as reported by the Bureau of Economic Analysis (BEA).
2. The National Bureau of Economic Research (NBER) publicly announces that a recession has occurred in the United States, at any point during 2025, 2026, or 2027, with the announcement made by the time the BEA releases the advance estimate for Q4 2027.
Otherwise, this market will resolve to "No".
Note that advance estimates will be considered. For example, if upon release, the advance estimate for Q3 2025 was negative, and the Q2 2025's most recent, up-to-date estimate was also negative, this market would resolve to "Yes". If on December 31, 2027 the latest estimate for quarterly GDP in Q3 2025 was negative, this market will stay open until the Advance estimate of Q4 2027 is published, at which point it will resolve to "Yes" if Q4 2027 was negative or if the NBER declares a recession by then.
The resolution source will be the official announcements from the NBER and the BEA’s estimate of seasonally adjusted annualized percent change in quarterly US real GDP from previous quarters as released by the Bureau of Economic Analysis (BEA), https://www.bea.gov/data/gdp/gross-domestic-product
Market Opened: Aug 7, 2026, 3:43 PM ET
Resolver
0x65070BE91...1. The seasonally adjusted annualized percent change in quarterly U.S. real GDP from the previous quarter is less than 0.0 for two consecutive quarters between Q2 2025 and Q4 2027 (inclusive), as reported by the Bureau of Economic Analysis (BEA).
2. The National Bureau of Economic Research (NBER) publicly announces that a recession has occurred in the United States, at any point during 2025, 2026, or 2027, with the announcement made by the time the BEA releases the advance estimate for Q4 2027.
Otherwise, this market will resolve to "No".
Note that advance estimates will be considered. For example, if upon release, the advance estimate for Q3 2025 was negative, and the Q2 2025's most recent, up-to-date estimate was also negative, this market would resolve to "Yes". If on December 31, 2027 the latest estimate for quarterly GDP in Q3 2025 was negative, this market will stay open until the Advance estimate of Q4 2027 is published, at which point it will resolve to "Yes" if Q4 2027 was negative or if the NBER declares a recession by then.
The resolution source will be the official announcements from the NBER and the BEA’s estimate of seasonally adjusted annualized percent change in quarterly US real GDP from previous quarters as released by the Bureau of Economic Analysis (BEA), https://www.bea.gov/data/gdp/gross-domestic-product
Resolver
0x65070BE91...Strong U.S. GDP growth projections of 2.0-2.2% for 2026, alongside a stable labor market with unemployment near 4.5%, underpin the 77.5% market-implied probability against a recession by end-2027. Recent data show resilient consumer spending transitioning to investment-led expansion, supported by AI-related capital expenditures and fiscal tailwinds, while inflation moderates toward 2.7% and the Fed maintains a cautious stance on rates. Trader consensus reflects these fundamentals and low smoothed recession probabilities near 0.5%, though risks from tariffs, yield movements, or labor softening remain. Key catalysts include upcoming GDP releases, FOMC decisions, and Q3 earnings that could shift positioning.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated


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