CPI / Inflation Prediction (Market Odds + Official CPI)

What the market expects from the next inflation report, beside the official Consumer Price Index and core PCE. CPI releases are among the most-traded macro events, and the prediction market often prices the surprise before the number lands.

Prediction market says

100%

No: Will the Fed increase interest rates by 50+ bps after the June 2026 meeting?

Polymarket

The official data

Core PCE (the Fed's target gauge)129.63
FRED PCEPILFEas of Apr 2026
Consumer Price Index (all items)332.407
FRED CPIAUCSLas of Apr 2026
Core CPI (ex food and energy)335.423
FRED CPILFESLas of Apr 2026

Will the Fed increase interest rates by 50+ bps after the June 2026 meeting?

OutcomeImplied %Trade
No100%Bet
Yes0.1%Bet

Headline vs core, and CPI vs PCE

Headline CPI includes food and energy; core strips them out because they are volatile. The Fed pays closer attention to core and to the month-over-month pace than to the year-over-year headline.

Crucially, the Fed's official 2% target is set on core PCE, not CPI. PCE weights spending differently and usually runs a few tenths below CPI, so the two can tell slightly different stories about the same month.

Prediction markets on inflation usually resolve on the headline CPI year-over-year figure. Confirm the exact resolution source on the market page.

FAQ

Which CPI does the market use?

Most CPI markets resolve on the BLS headline year-over-year number. The official series shown here is the same underlying index, via FRED.