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Arcana Protocol · Prediction Ledger

Eight forecasts on the record. The first verdict is in.

Week of August 25, 2026Batch tradewar-2026-08Integrity not independently verifiedUpdated September 23, 2026
8Forecasts in the August batch
6Use external resolution sources
1Graded in the August batch

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%.

Sept 8 counter-tariffs take effect as announced 0.90
US–Canada negotiations formally resume before year-end 0.62
CAD/USD trades past 1.42 at some point in window 0.45
Jan 1 US 50% round on autos / parts / steel takes effect 0.40
S1 ‘entrenched standoff’ is the dominant end-state analyst0.37
Ontario implements electricity export surcharge / cut-off 0.25
A signed CUSMA framework agreement is reached 0.20
S3 ‘major escalation’ is the dominant end-state analyst0.15

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.

4 resolved · 3 hits · 1 miss · 1 void excluded · mean Brier 0.1413
Forecast / original POutcomeVerdictBrier scoreEvidence
Sep 8 counter-tariffs take effect · 0.90
August 25 ledger
Yes · Sep 8, 2026Hit0.0100Canada 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, 2026Hit0.0144The 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, 2026Hit0.0784FRED 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 weekendMiss0.4624Studio 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 occurExcluded—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.

ForecastPResolvesAdjudicatorTypeStatus
Sept 8 counter-tariffs take effect0.902026-09-08Finance Canada / GazetteExternalHit · Sep 8
Negotiations resume before year-end0.622026-12-31Reuters / BloombergExternalUngraded
CAD/USD past 1.42 in window0.452027-02-28Bank of Canada rateExternalUngraded
Jan 1 round on autos / parts / steel lands0.402027-01-01US Federal RegisterExternalUngraded
S1 entrenched standoff dominant0.372027-02-28Analyst vs rubricAnalystUngraded
Ontario electricity surcharge / cut-off0.252027-02-28Government of OntarioExternalUngraded
Signed CUSMA framework agreement0.202027-02-28Joint government statementExternalUngraded
S3 major escalation dominant0.152027-02-28Analyst vs rubricAnalystUngraded
How to read this. The original probabilities are retained, and outcomes are added separately—including misses. Six of eight forecasts name an external resolution source; two analyst-adjudicated scenario calls are labelled as weaker evidence. The earlier “Integrity verified” label and illustrative hashes were removed on September 23, 2026 because they did not provide evidence of pre-registration. Outcome verification is separate from verification of when a forecast was recorded.