Collective forecast

Synthesized
70%

Likely

Major bank fails70%
No major bank fails30%
Confidencelow· ▲ news bullish

Single market source with low trading volume — no second market to cross-check against.

Based on 1 prediction market

90% range 5781% · moderate uncertainty (a thin, low-agreement signal)

The market's implied probability of a major bank failure is significantly higher than what the recent news suggests.

Forecast update

Updated 25d ago

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Why this forecast

The market indicates a 69.9% probability of three or more US banks failing in 2026, which suggests a heightened risk environment. However, recent news from the Federal Reserve indicates that the largest US banks are well-capitalized and can withstand significant losses, which supports a lower probability for a major bank failure.

Statistically pooled from 1 matched market (log-odds weighted by volume), 90% CI 57-80%.

Key development

The Federal Reserve's stress test shows that the largest U.S. banks can weather severe economic downturns, indicating stability in the banking sector.

Supporting signals

  • The Federal Reserve's stress test shows that all major banks passed and are well-capitalized.
  • The ability to withstand $708 billion in losses indicates strong financial health among large banks.

Risk factors

  • Unexpected economic downturns could still impact bank stability.
  • Changes in regulatory environments or capital requirements could affect bank performance.

This forecast assumes

  • The current economic conditions remain stable through 2026.
  • No major regulatory changes occur that would impact bank capital requirements.

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The current economic conditions remain stable through 2026.
No major regulatory changes occur that would impact bank capital requirements.