TF-IDF basket · Engle-Granger pairs · Polymarket

Related to Will the Fed increase interest rates by 50+ 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” (19 markets)

Top terms: fedeconomicsratecutshappen2026

§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?-4.286169▲ cointegrated · pair candidate
Will 3 Fed rate cuts happen in 2026?-4.199169▲ cointegrated · pair candidate
Will 2 Fed rate cuts happen in 2026?-3.869169▲ cointegrated · pair candidate
Will 1 Fed rate cut happen in 2026?-3.812169▲ cointegrated · pair candidate
Will 12 or more Fed rate cuts happen in 2026?-3.788169▲ cointegrated · pair candidate
Will 10 Fed rate cuts happen in 2026?-3.773169▲ cointegrated · pair candidate
Will 11 Fed rate cuts happen in 2026?-3.773169▲ cointegrated · pair candidate
Will 4 Fed rate cuts happen in 2026?-3.635169▲ cointegrated · pair candidate

▸ Advanced metrics · M2M bundle

polymarket · will-the-fed-increase-interest-rates-by-50-bps-after-the-july-2026-meeting · fresh · feed 5s old
24h sparkline · 60 pts 0.00%
realized vol (ann.)
5.73%
max drawdown
56.25%
sharpe
ulcer index
37.41%
RMS drawdown
pain index
33.22%
mean drawdown
mod. VaR 95%
0.00%
Cornish-Fisher
martin ratio
ret / ulcer
CDaR 95%
56.25%
cond. drawdown
gain/pain
0.10
Σgain / Σ|loss|
sterling
ret / CDaR
omega (θ=0)
0.10
upside/downside
roll spread
8.4 bps
implied (price-only)
bars used
2000
store
spread
24h Δ
0.00%
flow lean
carry
flat
signalNEUTRALconfidence 20%
Same bundle via M2M API: /api/m2m/pm-will-the-fed-increase-interest-rates-by-50-bps-after-the-july-2026-meeting/bundle · venue execution: polymarket