VARY

RESERVE BANK OF AUSTRALIA DECISION IN NOVEMBER

No change in Reserve Bank of Australia's interest rates at the November 2026 meeting?

LIVE13D REMAININGVOL $67K · LIQ $16K · SPREAD 2.0%

VARY CALL

NO
64%
MARKET
57%
DIFFERENCE
+7pts
CONFIDENCE
MEDIUMMEDIUM confidence

MARKET VS VARY

NOYES
Market 43 percentVARY 36 percent
MARKET 43%VARY 36%
24H VOLUME
$8K
LIQUIDITY
$16K
CLOSES
13D REMAINING
CATEGORY
ECONOMY

OUR TAKE

We read this 6.8 points lower than the market, based on market structure.

WHY NO?

  • MARKET MOMENTUM (1H)NEGATIVE
  • MARKET MOMENTUM (24H)NEGATIVE
  • MARKET MOMENTUM (7D)NEGATIVE
  • VOLUME CONCENTRATIONNEGATIVE

SIGNAL LEDGER · EXPERIMENTAL MODEL

  • Market Momentum (1h)
    NEGATIVE
    -1
  • Market Momentum (24h)
    NEGATIVE
    -10
  • Market Momentum (7d)
    NEGATIVE
    -10
  • Volume Concentration
    NEGATIVE
    -1.6

Polymarket currently prices YES at 43% with $16K of live liquidity and $8K traded in the last 24 hours.

The market has moved down 29 points over the last 24 hours, so pricing is still adjusting rather than settled.

Our signals shift the estimate down 6.8 points from the market price. Adjustments are capped, experimental and not calibrated.

We start from the market price, then apply a bounded adjustment from our own signals — market structure, momentum and, for crypto markets, live spot data. The adjustment can never exceed 15 percentage points. The model is experimental and not yet calibrated.

EXPERIMENTAL MODEL

  • Price Momentum25%
  • Prediction Market Momentum20%
  • Volume15%
  • Volatility15%
  • Order Book Imbalance15%
  • News Sentiment10%

WEIGHTS ARE ILLUSTRATIVE AND NOT VALIDATED

OUR ESTIMATE vs MARKET

OUR MODEL MARKET

MARKET PATH FROM POLYMARKET · OUR PATH APPLIES THE CURRENT BOUNDED ADJUSTMENT

WHAT CHANGED?

  1. LAST 24HMARKET 73% → 43%

    Polymarket mid-price movement over the last day.

  2. LAST 7DMARKET 87% → 43%
  3. NOWMARKET MOMENTUM (24H) NEGATIVE (-10)
  4. NOWOUR ESTIMATE 36%

    Market 43% · bounded adjustment -7 pts.

VIEW ON THE MARKET

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EXPERIMENTAL PROBABILITY ESTIMATES · VARY IS READ-ONLY · NOT FINANCIAL ADVICE