Israel and Lebanon: money says no Litani withdrawal
Leaning: No (79% implied)
$29.9k across four trades bought No on Israeli forces withdrawing from beyond the Litani River in Lebanon by December 31, with No priced at 79% implied. We lean no withdrawal by the deadline.
View market →US and Iran: contrarian money on no ceasefire by Sept 30
Leaning: No (24% implied)
This week's strongest signal: $27.2k over four trades bought the No side — no effective US-Iran ceasefire by September 30 — at 24% implied, taking the cheap side against a market that prices the ceasefire as the likely outcome. We lean No.
View market →Russia: money bets against United Russia's 310-324 seat band
Leaning: No (77% implied)
$11.5k across four trades took No on United Russia winning between 310 and 324 seats in the next Russian legislative election, with No at 77% implied. We lean the seat count landing outside that band, resolving September 20.
View market →China and Philippines: money says no military clash by 2027
Leaning: No (73% implied)
$10.7k across three trades bought No on a China-Philippines military clash before 2027, with No at 73% implied. We lean no clash, though the price leaves real room for the alternative.
View market →Macro: money backs a Fed rate hike in 2026
Leaning: Yes (89% implied)
The week's biggest position, $31.7k across three trades, bought Yes on the Fed raising rates in 2026 at 89% implied. We lean hike, with the market resolving December 9.
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