Arcana Protocol · Prediction Ledger
Eight forecasts on the record. The first verdict is in.
The forecasts
The probabilities below are retained from the original published snapshot. The range from 0.15 to 0.90 makes confidence visible; the reference line marks 50%.
50% — the coin-flip line
When they resolve
Resolution is front-loaded and then back-loaded: one early signal, followed by a cluster of verdicts at the six-month mark.
1 forecast — Counter-tariffs land
1 forecast — Talks resume
1 forecast — Second tariff round
5 forecasts — FX, scenarios, Ontario and CUSMA
Scorecard snapshot · September 23
Four calls across the August ledger, September portfolio and latest weekly report are graded below, with one void shown separately. Updated September 23, 2026. The Treasury call uses its original published 0.72; the weekly report’s 0.62 was corrected. The Resident Evil probability and FedEx void are supplied in the weekly report; their original dated forecast records are not published here.
| Forecast / original P | Outcome | Verdict | Brier score | Evidence |
|---|---|---|---|---|
| Sep 8 counter-tariffs take effect · 0.90 August 25 ledger | Yes · Sep 8, 2026 | Hit | 0.0100 | Canada lists the counter-tariffs as effective September 8, 2026. Finance Canada: effective dates and rates ↗ |
| Fed raises rates 25 bp on Sep 16 · 0.88 September 15 portfolio · F1 | Yes · Sep 16, 2026 | Hit | 0.0144 | The Fed raised the target range by 25 bp to 3.75–4.00%. Federal Reserve: September 16 statement ↗ |
| 10-year Treasury yield above 5% again before Oct 31 · 0.72 September 15 portfolio · F3 | Yes · Sep 16, 2026 | Hit | 0.0784 | FRED DGS10 records 5.01% on September 16. FRED: daily 10-year Treasury yield ↗ |
| Resident Evil opens above $45M · 0.32 Supplied September 21 report | Yes · Sep 18–20 weekend | Miss | 0.4624 | Studio estimate: about $60M in North America. AP: September 20 box-office report ↗ |
| FedEx beats Q1 EPS · 0.62 Supplied September 21 report | Void · assumed September event did not occur | Excluded | — | Fiscal-year change; editorial void from the supplied report. No pre-published void policy is available here. FedEx: fiscal-calendar filing ↗ |
Brier score = (probability − outcome)², with yes = 1 and no = 0; lower is better. “Hit” means the more likely outcome occurred (P > 0.50 predicts yes; P < 0.50 predicts no; P = 0.50 is unclassified). The mean uses unrounded scores and excludes the void. Four outcomes do not establish calibration or forecasting skill. Of the original 18 forecasts in the August ledger and September 15 portfolio, 3 are graded and 15 remain ungraded. The Resident Evil miss and FedEx void are additional records introduced by the weekly report. New forecasts and ungraded calls are excluded from the mean; the weekly report’s three-call score excludes the August counter-tariff result.
The ledger
Original forecast fields with current grading status. No independently verifiable pre-outcome hashes or timestamps are published for this batch; this page does not prove that the original record was immutable.
| Forecast | P | Resolves | Adjudicator | Type | Status |
|---|---|---|---|---|---|
| Sept 8 counter-tariffs take effect | 0.90 | 2026-09-08 | Finance Canada / Gazette | External | Hit · Sep 8 |
| Negotiations resume before year-end | 0.62 | 2026-12-31 | Reuters / Bloomberg | External | Ungraded |
| CAD/USD past 1.42 in window | 0.45 | 2027-02-28 | Bank of Canada rate | External | Ungraded |
| Jan 1 round on autos / parts / steel lands | 0.40 | 2027-01-01 | US Federal Register | External | Ungraded |
| S1 entrenched standoff dominant | 0.37 | 2027-02-28 | Analyst vs rubric | Analyst | Ungraded |
| Ontario electricity surcharge / cut-off | 0.25 | 2027-02-28 | Government of Ontario | External | Ungraded |
| Signed CUSMA framework agreement | 0.20 | 2027-02-28 | Joint government statement | External | Ungraded |
| S3 major escalation dominant | 0.15 | 2027-02-28 | Analyst vs rubric | Analyst | Ungraded |