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Vera

Prediction-market analysis product promoted at the end of both UKMTO incident briefs and supplying the quoted traffic-normalization odds.

Current stories

investOne report1 publisher

September Fed hike odds jumped 24.5 points in twenty-four hours

The Wall Street Journal reports that markets now expect an increase at next week's meeting and at least three more by June, with the effective funds rate at 3.63% inside a target range of 3.50% to 3.75%.

Reality

Evidence25
Adoption
Not scored
Hype gap+30
Incentives55
Confidence30
investOne report1 publisher

Iran's Oman shipping map deal leaves the Strait of Hormuz shut

Tehran confirmed a route-management deal while saying reopening depends on alleged US violations. The prediction market cited by Cryptobriefing prices restored normal traffic by August 31 at 10.5%.

Reality

Evidence30
Adoption
Not scored
Hype gap+10
Incentives60
Confidence35
investOne report1 publisher

X's cashtag button sent roughly $333m of trades a day to five partner brokers

Cryptobriefing puts about $1bn of volume through the program's first three days, split across Coinbase, Gemini, Kraken, Interactive Brokers and Moomoo, with X introducing every order and the five filling them.

Reality

Evidence38
Adoption42
Hype gap+38
Incentives62
Confidence44
investConfirmed3 publishers

Riyadh missile attack adds half a point to the priced odds of a US invasion of Iran

Trump left Camp David early on Saturday after the first missile reached Riyadh since hostilities resumed. The contract on a US invasion of Iran by the end of 2026 went from 16 percent to 16.5 percent YES, a relative move of about 3 percent.

Perspective Coverage

3 publishers
Builder
Builder 10%
Operator
Operator 43%
Investor
Investor 47%

Reality

Evidence58
Adoption
Not scored
Hype gap+30
Incentives70
Confidence55
investOne report1 publisher

Iran ties Hormuz reopening to terms it has left unspecified

CryptoBriefing reports the strait stays inaccessible until unnamed conditions are met, with the pricing it cites putting a US-Iran agreement by the end of September at 5.8 cents, about 16 to 1 against.

Reality

Evidence18
Adoption
Not scored
Hype gap+60
Incentives72
Confidence28
investOne report1 publisher

Prediction markets discount US-Iran talks on a two-week claim, with inspector access restricted

Netanyahu put Iran two weeks from a nuclear weapon after the IAEA sent Tehran's file to the Security Council and said restricted access leaves it unable to verify the material. The talks contract moved on the words.

Reality

Evidence16
Adoption
Not scored
Hype gap+62
Incentives78
Confidence20
investOne report1 publisher

Market pricing more than halves the odds on a September Saudi pipeline restart

After Riyadh promised a significant response to Houthi strikes on energy infrastructure, the chance of the Saudi oil pipeline restarting by September 30 fell from 54% to 34%. In odds terms that is a 56% cut.

Reality

Evidence20
Adoption
Not scored
Hype gap+35
Incentives72
Confidence42
investOne report1 publisher

Brent clears $100 while the market prices a new crude record at 0.7%

Cryptobriefing reports Brent above $100 on attacks on shipping and oil infrastructure in the US-Iran confrontation, and the one market number in the same piece gives a record crude price odds of about 1 in 143 before September 30.

Reality

Evidence20
Adoption
Not scored
Hype gap+35
Incentives70
Confidence40
investOne report1 publisher

A 3% oil shock cost sterling about half a cent

Houthi strikes shut Saudi Arabia's Hormuz bypass pipeline, Brent rose 3% to $108, and sterling fell 0.4% to $1.3474 on September 14. Prediction traders moved crude's record odds from 14% to 15.5%.

Reality

Evidence28
Adoption
Not scored
Hype gap+34
Incentives62
Confidence41
investOne report1 publisher

Plant damage explains a fifth of Qatar's 85% collapse in LNG exports

Qatari monthly LNG exports have fallen from 6 to 8 million tons to around 1 million, while the physical damage at Ras Laffan covers 17% of capacity on a three-to-five-year repair clock. Asian spot is $20 to $27.

Reality

Evidence18
Adoption34
Hype gap+46
Incentives66
Confidence24
investOne report1 publisher

A $1.17 trillion interest bill enters the argument against the Fed's next hike

Gross interest on the public debt reached about $1.17 trillion through July, roughly $117 billion a month on a fiscal-year count. Bloomberg ETF analyst Eric Balchunas says that bill undermines the case for further hikes.

Reality

Evidence26
Adoption
Not scored
Hype gap+38
Incentives66
Confidence30
investOne report1 publisher

Iran ties any Hormuz reopening to a US return to the Islamabad Memorandum

Abbas Araghchi's condition for reopening the strait points at a document each side accuses the other of breaking. Traders give a US-Iran agreement by September 15 a 2.9 percent chance, about 33 to 1 against.

Reality

Evidence20
Adoption
Not scored
Hype gap+15
Incentives70
Confidence30
investOne report1 publisher

Anthropic says Iranian security units used Claude to profile thousands of citizens

Anthropic's own threat reporting describes two separate operations using Claude to profile people connected to Iran, one of them run by paramilitary and security units against thousands of citizens.

Reality

Evidence22
Adoption25
Hype gap+45
Incentives78
Confidence28
investOne report1 publisher

Washington's new metals tariffs range from 15% to 50%, widening the gap for cross-border trade

Steel, aluminum and copper duties running from 15% to 50% mean the customs line on an invoice now matters more than the metal described on it. The critical-minerals exemption, meanwhile, sits upstream of where manufacturers actually buy.

Reality

Evidence20
Adoption
Not scored
Hype gap+32
Incentives70
Confidence36
investOne report1 publisher

September Fed hike odds climb to 45.5% from 31% in a week

With the benchmark rate at 3.63% and July inflation at 3.4%, the real cost of money is about a quarter of a point, which is why the hike now priced more heavily into October than September is a budgeting problem rather than a curiosity.

Reality

Evidence28
Adoption
Not scored
Hype gap+22
Incentives62
Confidence33

Earlier coverage