TF-IDF basket · Engle-Granger pairs · Polymarket

Related to Will the Fed increase interest rates by 25 bps after the July 2026 meeting?

Markets in the same TF-IDF topic cluster, with a 7-day Engle-Granger cointegration screen against each peer. Pairs with t-statistic below −3.34 reject the null of no cointegration at the 5% level — meaning the two markets share a stationary spread useful for relative-value trades.

§1 · Topic basket · “fed · economics · rate” (15 markets)

Top terms: fedeconomicsrateinterestrateshappen

§2 · Engle-Granger cointegration screen (8 pairs tested)

For each peer, 7d aligned series are regressed; the residuals are tested for a unit root (ADF). Reject H₀ (no cointegration) at 5% when t < −3.34. Cointegrated pairs share a stationary spread — candidates for pairs / basket trades.

Peert-statnVerdict
Fed rate hike in 2026?-2.119169no rejection · independent
Will 3 Fed rate cuts happen in 2026?-2.024169no rejection · independent
Will 1 Fed rate cut happen in 2026?-1.833169no rejection · independent
Will no Fed rate cuts happen in 2026?-1.705169no rejection · independent
Will the Fed decrease interest rates by 25 bps after the June 2026 meeting?-0.714169no rejection · independent
Will 11 Fed rate cuts happen in 2026?-0.533169no rejection · independent
Will 8 Fed rate cuts happen in 2026?-0.533169no rejection · independent
Will 9 Fed rate cuts happen in 2026?-0.533169no rejection · independent

▸ Advanced metrics · M2M bundle

polymarket · will-the-fed-increase-interest-rates-by-25-bps-after-the-july-2026-meeting · fresh · feed 0s old
24h sparkline · 60 pts 3.08%
realized vol (ann.)
19.46%
max drawdown
20.24%
sharpe
ulcer index
6.45%
RMS drawdown
pain index
5.44%
mean drawdown
mod. VaR 95%
0.00%
Cornish-Fisher
martin ratio
ret / ulcer
CDaR 95%
10.02%
cond. drawdown
gain/pain
0.19
Σgain / Σ|loss|
sterling
ret / CDaR
omega (θ=0)
0.19
upside/downside
roll spread
2.1 bps
implied (price-only)
bars used
2000
store
spread
24h Δ
3.08%
flow lean
carry
flat
signalNEUTRALconfidence 25%
  • 24h change +3.08%
Same bundle via M2M API: /api/m2m/pm-will-the-fed-increase-interest-rates-by-25-bps-after-the-july-2026-meeting/bundle · venue execution: polymarket