Hemlo vs Polymarket

Fed Decision in June?

Hemlo leader
No change68% Hemlo
Outcome
Polymarket
Hemlo
No change
95%
68%
25 bps decrease
3%
16%
25 bps increase
100%
6%
50+ bps decrease
100%
10%
50+ bps increase
100%
0%
Verdict

The simulation overwhelmingly favors a 'No change' outcome for the Fed's June decision, with 68% of the votes aligning with this scenario. Agents like Kenji Tanaka and Carlos Mendez highlighted the Fed's cautious stance, emphasizing that the FOMC language hasn't turned dovish enough to justify a cut, and the market's strong expectation of stability. This aligns closely with the crowd pricing, which assigns a 95% probability to 'No change,' indicating broad consensus. However, dissenting voices like Maria Gonzalez and Thomas Wright argued for potential cuts due to labor market concerns or black swan events, though these scenarios garnered significantly fewer votes.

Why Hemlo moved

Key Factors

1.FOMC's cautious language and lack of dovish signals
2.Market consensus overwhelmingly expects no change
3.Labor market and wage stagnation concerns (minority view)
4.Potential for systemic shocks (minority view)
5.Complacency around tail risks (minority view)
Agent signal

Notable People

KE
Kenji TanakaJapanese institutional investor focused on carry trades
No change
CA
Carlos MendezEmerging Market Debt Fund Manager
No change
TH
Thomas WrightContrarian Macro Trader
50+ bps decrease
Simulation core

Run Signal

68%
15 agents modeled
5 simulation rounds
50 agent actions recorded