Will Howard Lutnick leaves Commerce Secretary in before September?

Prediction markets currently give a 38% probability that Will Howard Lutnick leaves Commerce Secretary in before September?. This contract trades at 38¢ on Kalshi, closing September 1, 2026. The market has experienced significant downward price pressure over the past week, declining from 52¢ to 43¢ (a 17% drop), suggesting reduced conviction in an early departure despite the extreme 352.7% implied yield on the Yes side.

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38¢
Bid/Ask 35/37¢·Spread 2¢·Vol $125.23·OI $24,094.41·Closes Sep 1, 2026·125d remaining
KXLUTNICKOUT-26SEP01
7-day price192 snapshots · 12 regime
54¢35¢ current
Apr 835¢Apr 29

Analysis

12d ago

The market has experienced significant downward price pressure over the past week, declining from 52¢ to 43¢ (a 17% drop), suggesting reduced conviction in an early departure despite the extreme 352.7% implied yield on the Yes side. The 243% realized volatility and elevated info arrival rate of 0.6/h indicate this is an actively traded, information-sensitive contract, though the low 24-hour volume of $469.23 relative to $24,250 open interest suggests liquidity could be thin for larger positions. With 137 days to expiration and a neutral regime, the market appears to be pricing in a base case of Lutnick remaining in the role, though the high yield reflects meaningful tail risk of a departure.

Resolution rules

If Howard Lutnick leaves as Commerce Secretary before Sep 1, 2026, then the market resolves to Yes.

Indicators

IY (Yes) 543.2%
IY (No) 157.5%
Adj IY 272%
CRI 2
Overround -0.2%
▶ Full indicator table (5)
IndicatorValue
IY (Yes)543.2%
IY (No)157.5%
Adj IY272%
CRI2
Overround-0.2%

Regime

Label
neutral
Score
0.5
Spread
2¢
Computed
4/29/2026, 9:00:50 AM
Observability mediumEvent type political
Indicators computed 4/29/2026, 8:53:27 AM

Trade

View on kalshisf trade KXLUTNICKOUT-26SEP01 yes 100

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