SimpleFunctions
8 source contracts·Kalshi 4 + Polymarket 4·refreshed just now·Closes Jan 31, 2027 · 238d

US GDP growth in Q1 2026?

Bracket<1.0%

Liquidity-weighted aggregate sits at 55% across 8 contracts. Kalshi at 90%, Polymarket at 20% — a 70pp cross-venue gap.

Implied probability

55%
0%50%100%

Kalshi

90%

4 contracts

Polymarket

20%

4 contracts

Cross-venue gap

70pp

wide divergence

24h move

no pin

24h volume

$0

8 contracts

Closes

Jan 31, 2027

238 days

30-day trend

0%50%100%-30d-3w-2w-1wtodayAggregate: 28% (31 days, 31 points)Aggregate: 28% on 2026-06-07
Aggregate of 8 contracts · 31d

Cross-venue edge

Kalshi 90¢ · Polymarket 20¢ · 70pp spread

Buy on Polymarket (20¢, 4 contracts) and sell on Kalshi (90¢) — assuming both contracts settle on the same outcome.

Bracket families

4 clusters across 8 contracts.

These contracts were grouped by title similarity. The headline aggregate combines all clusters; verify the cluster you actually need before quoting a number.

Heads-up — heterogeneous clusters

The top two clusters share only 27% of their title tokens — “Will Spain GDP growth rate YoY for Q1 2026 be above 2” vs “Eurozone Annual GDP Growth 2026”. The headline aggregate weights both, so the number on this page is meaningful only if the clusters resolve to the same question.

Analysis

This contract predicts whether US GDP expanded less than 1.0% in the first quarter of 2026. The 43% aggregate probability reflects meaningful disagreement across venues: Kalshi traders price it at 58%, while Polymarket participants estimate 23%, a 35-percentage-point gap suggesting different interpretations of recent economic data. The probability hinges on labor market strength, consumer spending patterns, and Fed policy decisions made in late 2025 and early 2026. The single largest catalyst for resolving this uncertainty is the official GDP report released by the Bureau of Economic Analysis, typically arriving in late April or early May for Q1 data. This timing means the contract may already reflect preliminary estimates, though revisions occur in subsequent months and could alter the final outcome.

  • Q1 2026 GDP is measurable quarterly growth data with a clear numerical threshold (1.0%) published by the BEA, making the outcome binary and verifiable
  • Kalshi's 35-point premium over Polymarket suggests either different trader bases, risk preferences, or information sets interpreting the same economic conditions differently
  • The contract references a quarterly figure already in the recent past (May 2026 is post-Q1), indicating markets may be pricing incomplete preliminary data subject to future revisions
  • Labor market conditions and consumer spending in January-March 2026 are the primary economic drivers; weakness in either would push probability higher
  • The 58% Kalshi price indicates near-even odds on the slow-growth scenario among professional traders, reflecting genuine uncertainty rather than consensus

What moved the line

  • Jun 16.0-7.0%16pp1329¢ · Polymarket
  • Jun 23.3%13pp821¢ · Polymarket
  • Jun 63.3%7pp2114¢ · Polymarket
  • May 31<0%7pp2229¢ · Polymarket
  • Jun 5Above 2.6%4pp7470¢ · Kalshi

Recently closed in recession

These markets stopped trading. Last odds and any captured outcome are shown above — full settlement detail lives at the venue.

More like this

Other questions in recession.

How we compute these odds

SimpleFunctions aggregates live prediction-market contracts from Kalshi and Polymarket. Each slug groups contracts that resolve on the same underlying event, identified by venue event_id.

For binary slugs, the headline probability is the liquidity-weighted mid-price across all bound contracts. For multi-outcome slugs (e.g. elections with 3+ candidates), the headline is the leader’s price; we never arithmetically average disjoint outcomes — that would produce a number with no real-world meaning.

Snapshots refresh every 5 minutes during market hours; daily aggregates are computed at 04:00 UTC. The 30-day sparkline is drawn from per-ticker daily means stored in market_indicator_daily; 24h delta and movement events are derived from the same source.

Last updated on this page: just now.