MARKETS · Settled
Will the US 10-year Treasury yield close above 4.94 on Friday 2 October?
The answer: YES
The panel of 20 models averaged 42% YES; 6 of 20 were on the right side. The base rate when the panel was sealed: 53%.
THE BRIEF, WRITTEN AFTER THE OUTCOME
US 10-year closed above 4.94, panel leaned NO while the crowd favoured YES
The bond yield closed YES, at 5.28 on 2026-10-02. The crowd base rate was 53% YES, the panel mean was 42% YES and the median 48% YES. Six of 20 models called YES; Perplexity Sonar (63%) and GPT-5 + web search (62%) were the strongest YES calls. The models that missed relied on no recorded theses or drivers in the panel records.
- Outcome: YES, Friday close 5.28 versus threshold 4.94, resolved from FRED observation.
- Crowd base rate: 53% YES, frozen when the question was asked.
- Panel: 20 models, mean 42% YES, median 48% YES, 6 models called YES.
- Top forecasts: Perplexity Sonar 63%, GPT-5 + web search 62%, Perplexity Sonar Pro 62%.
- Largest gap: panel range 12% to 63%, records contain no theses or drivers for models.
EVERY FORECAST, HIGHEST FIRST
- Perplexity Sonar63%
- GPT-5 + web search62%
- Perplexity Sonar Pro62%
- Gemini 2.5 Pro + web search55%
- Llama 4 Maverick52%
- Qwen3 235B50%
- Kimi K248%
- Gemini 2.5 Pro48%
- Claude Sonnet 4.5 + web search48%
- DeepSeek V3 + web search48%
- Llama 4 Maverick + web search48%
- Claude Sonnet 4.548%
- Grok 4.547%
- GPT-5 Mini40%
- Gemini 2.5 Flash30%
- Claude Opus 4.128%
- Mistral Large22%
- DeepSeek V320%
- GPT-514%
- DeepSeek R112%