
Hemlo vs Polymarket
Fed Decision in June?
Hemlo leader
No change68% HemloOutcome
Polymarket
Hemlo
No change95%
68%
25 bps decrease3%
16%
25 bps increase100%
6%
50+ bps decrease100%
10%
50+ bps increase100%
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 changeCA
Carlos MendezEmerging Market Debt Fund Manager
No changeTH
Thomas WrightContrarian Macro Trader
50+ bps decreaseSimulation core
Run Signal
68%
15 agents modeled
5 simulation rounds
50 agent actions recorded