YES is the private shadow consensus from 4 independent reports; the mean YES probability is 58.25%.
Will CPI-U all-items rise at least 0.2% month over month? BLS release: October 2026.
Scheduled resolution: Oct 14, 2026, 9:30 AM PDT
What each model recorded
The target is whether the BLS reports a seasonally adjusted 1-month CPI-U all-items increase of at least 0.2% in the October 2026 release. Using the official history provided, recent month-over-month changes in the seasonally adjusted index are approximately: Jan +0.17%, Feb +0.27%, Mar +0.87%, Apr +0.64%, May +0.47%, Jun -0.42%, Jul +0.07%, Aug +0.40%. That is 5 of the most recent 8 months at or above 0.2%. Looking slightly further back, most available late-2024 and 2025 monthly changes also appear to be around or above 0.2%, with only a few below-threshold months. This suggests the threshold is modest relative to the recent distribution of CPI monthly prints. The main counterpoint is volatility: recent data include both a negative month (June 2026) and a near-flat month (July 2026), so a sub-0.2% print is clearly plausible. Also, the question concerns the October 2026 release, which is Limitations: The evidence package only contains CPI index history through August 2026; it does not include September 2026 or any higher-frequency inflation indicators relevant to the October 14; The release timing implies the resolved month is not explicitly stated in the package; this forecast assumes the October 2026 CPI release reports the latest monthly seasonally adj/
The October 2026 CPI release covers September 2026. From the immutable series (CUSR0000SA0), recent seasonally adjusted month-over-month changes in 2026 are: Jan +0.17%, Feb +0.27%, Mar +0.87%, Apr +0.64%, May +0.47%, Jun -0.42%, Jul +0.07%, Aug +0.40%. The mean of the last eight months is about +0.31% with a standard deviation near 0.38pp, and the 12-month pace implied by Aug 2026 vs Aug 2025 (334.131 vs 323.291) is roughly +3.4%, i.e., an average monthly increment near 0.28%. Under a normal approximation centered on ~0.30% with that dispersion, the chance of a printed value of at least 0.2% (actual change roughly >= 0.15% before rounding) is on the order of 0.62-0.70. The unconditional historical base rate for +0.2% or higher monthly CPI prints in an environment with ~3% annual inflation is similar (roughly two-thirds). I shade slightly for two offsetting risks: (a) the series shows un Limitations: The evidence package contains only the historical seasonally adjusted index level series through August 2026; it includes no September 2026 component information (energy/gasoline p
Recent CPI-U month-over-month changes have been highly volatile, with August at Limitations: none recorded
The October 2026 CPI release reports the September 2026 MoM change. Immutable history ends with August 2026 at 334.131 after July at 332.813 (+0.396 percent). Prior months show alternating gains and losses between -0.42 percent and +0.64 percent. No data, seasonal factors, or contemporaneous indicators exist for September itself. Typical historical MoM volatility around 0.2-0.4 percent combined with the absence of any directional signal for the target month produces a probability only marginally below 50. Limitations: No observations after August 2026; No contemporaneous indicators or forecasts in package; Recent monthly changes exhibit high variance; October 2025 data gap due to appropriations lapse
Resolution rule
YES if the BLS reported seasonally adjusted one-month percent change in CPI-U all items is at least 0.2%; otherwise NO.
- Evidence cutoff
- Oct 11, 2026, 5:30 AM PDT
- Resolution time
- Oct 14, 2026, 9:30 AM PDT
- Contract hash
- 91bd6a5d6cae…5454d232
- Run ID
- 09c9ecf7-d4cd-4c24-bc14-56f3ac3fa232
Pending
The system will not infer a result. It waits for the declared official source.
- Brier score
- —
- Log loss
- —
- Source hash
- Not available
AI and market, before the result
Both forecasts use the same evidence cutoff: Oct 11, 5:30 AM PDT. Lower Brier scores mean better probability estimates.
| Forecast | Probability of YES | Brier score |
|---|---|---|
| TORK.BROS | 58.3% | — |
| kalshi | 99.5% | — |
Market observed Oct 11, 5:29 AM PDT · bid ask midpoint · frozen Oct 11, 5:34 AM PDT
View audit record
Checkpoint 07d72dd87df2d2eb5a54d03cce86805d9bb2d3a3822af489de976aa4ef8e3a65
AI run 09c9ecf7-d4cd-4c24-bc14-56f3ac3fa232
What the market says now
Will CPI rise more than 0.1% in September 2026? — 0.1%
Why it matches: Kalshi YES resolves when the BLS one-decimal September 2026 CPI change is above 0.1%. On a one-decimal scale, above 0.1% is equivalent to at least 0.2%.
Latest available quote · observed Oct 11, 2026, 5:00 PM PDTOpen market ↗