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MARKETS · Settled

Unemployment rate in Sep 2026: exactly 4.1%?

The answer: NO

The panel of 20 models averaged 16% YES; 20 of 20 were on the right side. The crowd price when the panel was sealed: 29%.

Forecasting closed 2 Oct 2026, 12:29 UTC · settled 2 Oct 2026, 13:45 UTC

THE BRIEF, WRITTEN AFTER THE OUTCOME

Outcome NO; panel averaged 16% vs crowd 29%, best calls strongly favoured NO

The question resolved NO. The panel mean was 16% and median 15%, while the crowd Polymarket price was 29%. Claude Opus 4.1, Gemini 2.5 Flash and Qwen3 235B made the best calls at 3%, each with a near-zero Brier of 0.001. Models that missed most strongly assigned higher YES probabilities, up to 32% from GPT-5 + web search.

  • Outcome: NO.
  • Panel mean chance of YES 16%, median chance of YES 15%, 20 models called it.
  • Crowd Polymarket price frozen at 29% YES.
  • Best Brier 0.001 from Claude Opus 4.1, Gemini 2.5 Flash, Qwen3 235B at 3% YES.
  • Highest YES forecast 32% from GPT-5 + web search, Brier 0.102.

EVERY FORECAST, HIGHEST FIRST

  • GPT-5 + web search32%
  • Perplexity Sonar Pro31%
  • Llama 4 Maverick + web search30%
  • DeepSeek V3 + web search30%
  • Perplexity Sonar28%
  • Gemini 2.5 Pro + web search25%
  • Claude Sonnet 4.5 + web search23%
  • GPT-522%
  • Gemini 2.5 Pro16%
  • DeepSeek R115%
  • Grok 4.514%
  • Mistral Large12%
  • Kimi K28%
  • DeepSeek V37%
  • Llama 4 Maverick7%
  • Claude Sonnet 4.54%
  • GPT-5 Mini4%
  • Qwen3 235B3%
  • Gemini 2.5 Flash3%
  • Claude Opus 4.13%

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