actor

Ruling-power elite

35 predictions moved

Definition

Consciousness-pattern template for an actor-class in the established hegemon whose decisions on alliance structure, deterrence posture, sanctions regime, and institutional defense bend the trajectory of a rising-vs-ruling cycle. B_leak channel.

Predictions it moves

AI copyright law

By end of 2027, US courts will have settled whether AI companies owe news publishers compulsory royalties?

Royalties Settled 50 · Still Open 50
Reality: A 50%, B 50%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2027
biodiversity finance

Biodiversity finance will fall far short of the $20B / $30B / year targets?

Funding Short 90 · Targets Hit 10
Reality: A 90%, B 10%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2030
pandemic finance

By end of 2027, the Pandemic Fund will have billions in pledges but still struggle to disburse?

Pledged Not Spent 70 · Spending Flows 30
Reality: A 70%, B 30%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2027
banking regulation

The US will finalize Basel III rules by 2028 — in a bank-friendly 'light-touch' form?

Light-Touch Rules 80 · Strict Rules 20
Reality: A 80%, B 20%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Jan 2028
banking concentration

By 2030, the top-4 US banks will own even more of US deposits?

Concentration Grows 75 · Concentration Holds 25
Reality: A 75%, B 25%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2030
AI in finance

By 2029, big banks will have their first major AI-driven losses — and new rules will follow?

Losses Trigger Rules 75 · No Big Losses 25
Reality: A 75%, B 25%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2029
regional banking stress

Between 2026 and 2028, 3-8 mid-size US banks will fail or be forced to merge?

Mid-Banks Fail 75 · Banks Hold 25
Reality: A 75%, B 25%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2028
non-bank finance

By 2028, non-bank finance will dominate the global financial system (53%+ share)?

Non-Banks Dominate 85 · Banks Hold 15
Reality: A 85%, B 15%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2028
monetary policy

The Fed will hold mostly steady from 2026 — not return to zero rates absent a crisis?

Fed Holds 65 · Fed Pivots 35
Reality: A 65%, B 35%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2027
commercial real estate

US office real estate stress will peak by 2027 — then slowly recover?

Peak Then Recover 75 · Keeps Deepening 25
Reality: A 75%, B 25%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2030
stablecoin market

US stablecoin market will grow 2-4x by 2028 under new regulation?

Market Multiplies 60 · Flat Or Shrinks 40
Reality: A 60%, B 40%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2028
geopolitics

Taiwan Strait status quo through end of 2027?

Status Quo 68 · Status Breaks 32
Reality: A 68%, B 32%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2027
finance

US private-credit stress visible in bank regulatory data by end of 2026?

Stress Visible 55 · Still Hidden 45
Reality: A 55%, B 45%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2026
US politics

Second-term tariff regime settles into a stable rate band by Q3 2026?

Rates Stable 50 · Still Volatile 50
Reality: A 50%, B 50%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Sep 2026
geopolitics

Taiwan: Peace or Conflict?

Peace 72 · Conflict 28 · crowd A 87
Reality: A 72%, B 28%. Crowd puts A at 87%. Gap plus 15.

Quiet path · not yet modeled

Gap +15 · crowd 87Dec 2028
geopolitics

US and China: Managed Rivalry or Rupture?

Managed Rivalry 68 · Rupture 32 · crowd A 72
Reality: A 68%, B 32%. Crowd puts A at 72%. Gap plus 4.

Quiet path · not yet modeled

Gap +4 · crowd 72Dec 2028
climate_energy

US energy transition: acceleration or stall?

Acceleration 55 · Stall 45
Reality: A 55%, B 45%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2028
US labor

The American working class: wage gains or wage decline?

Wage Gains 52 · Wage Decline 48 · crowd A 58
Reality: A 52%, B 48%. Crowd puts A at 58%. Gap plus 6.

Quiet path · not yet modeled

Gap +6 · crowd 58Dec 2028
finance

Private credit cycle: unwind or contained?

Unwind 60 · Contained 40 · crowd A 68
Reality: A 60%, B 40%. Crowd puts A at 68%. Gap plus 8.

Quiet path · not yet modeled

Gap +8 · crowd 68Dec 2028
US politics

US democratic institutions through 2028: hold or crack?

Hold 62 · Crack 38 · crowd A 70
Reality: A 62%, B 38%. Crowd puts A at 70%. Gap plus 8.

Quiet path · not yet modeled

Gap +8 · crowd 70Dec 2028
geopolitics

Russia-Ukraine war through 2028: ends or continues?

Ends 55 · Continues 45 · crowd A 52
Reality: A 55%, B 45%. Crowd puts A at 52%. Gap minus 3.

Quiet path · not yet modeled

Gap −3 · crowd 52Dec 2028
US labor

US unemployment rate stays between 3.8% and 4.8% through end of 2026?

Rate Steady 63 · Breaks Band 37
Reality: A 63%, B 37%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2026
geopolitics

Russia and Ukraine reach a formal ceasefire or armistice by end of 2027?

Ceasefire Signed 42 · War Continues 58
Reality: A 42%, B 58%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2027
finance

NBER declares a US recession with a start date in 2026 or 2027 by end of 2028?

Recession Called 40 · Expansion Holds 60
Reality: A 40%, B 60%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Dec 2028
US politics

US ICE formal removals exceed 500,000 in fiscal year 2027?

Removals Surge 35 · Fewer Removals 65 · crowd A 42
Reality: A 35%, B 65%. Crowd puts A at 42%. Gap plus 7.

Quiet path · not yet modeled

Gap +7 · crowd 42Mar 2028
climate_energy

US grid-connected battery storage capacity passes 80 gigawatts by end of 2027?

Storage Scales 58 · Falls Short 42
Reality: A 58%, B 42%. No market signal.

Quiet path · not yet modeled

No market signal

Gap 0Feb 2028
geopolitics

US adds 50 or more Chinese companies to its chip-related export control list during 2027?

Fifty Plus Added 60 · Fewer Added 40 · crowd A 65
Reality: A 60%, B 40%. Crowd puts A at 65%. Gap plus 5.

Quiet path · not yet modeled

Gap +5 · crowd 65Mar 2028
US labor

US real median weekly earnings grow by more than 1% from Q4 2024 to Q4 2027?

Wages Gain 60 · Wages Stall 40 · crowd A 55
Reality: A 60%, B 40%. Crowd puts A at 55%. Gap minus 5.

Quiet path · not yet modeled

Gap −5 · crowd 55Mar 2028
geopolitics

Russia-Ukraine territorial change during 2027 stays small — less than two percentage points of Ukraine's area shifts in either direction?

Lines Steady 65 · Lines Move 35 · crowd A 57
Reality: A 65%, B 35%. Crowd puts A at 57%. Gap minus 8.

Quiet path · not yet modeled

Gap −8 · crowd 57Feb 2028
geopolitics

US notifies Congress of at least $5 billion in cumulative arms sales to Taiwan during calendar years 2026 and 2027?

Arms Flow 60 · Arms Slow 40 · crowd A 55
Reality: A 60%, B 40%. Crowd puts A at 55%. Gap minus 5.

Quiet path · not yet modeled

Gap −5 · crowd 55Jan 2028
geopolitics

US average effective tariff rate on imports from China stays above 30 percent through the end of 2027?

Tariff Stays High 72 · Tariff Falls 28 · crowd A 65
Reality: A 72%, B 28%. Crowd puts A at 65%. Gap minus 7.

Quiet path · not yet modeled

Gap −7 · crowd 65Mar 2028
finance

The US high-yield corporate bond default rate stays below 5 percent at every monthly reading in 2027?

Defaults Low 68 · Defaults Rise 32 · crowd A 60
Reality: A 68%, B 32%. Crowd puts A at 60%. Gap minus 8.

Quiet path · not yet modeled

Gap −8 · crowd 60Jan 2028
us_politics

A US federal court holds at least one top Trump administration official in formal contempt by end of 2027?

Court Rules Contempt 52 · No Contempt 48 · crowd A 44
Reality: A 52%, B 48%. Crowd puts A at 44%. Gap minus 8.

Quiet path · not yet modeled

Gap −8 · crowd 44Jan 2028
US labor

US prime-age (25-54) labor force participation rate stays above 83 percent at every monthly reading in 2027?

Participation Holds 58 · Participation Falls 42 · crowd A 55
Reality: A 58%, B 42%. Crowd puts A at 55%. Gap minus 3.

Quiet path · not yet modeled

Gap −3 · crowd 55Jan 2028
geopolitics

The Western sanctions regime on Russia stays substantially intact through end of 2028 — fewer than roughly a quarter of the restrictions in force at the start of 2026 come off?

Sanctions Hold 63 · Sanctions Fray 37 · crowd A 73
Reality: A 63%, B 37%. Crowd puts A at 73%. Gap plus 10.

Quiet path · not yet modeled

Gap +10 · crowd 73Dec 2028

Appears in these cycles

How to read this

A mover is a specific actor, signal, policy, or event whose behavior shifts which fork a prediction takes. The direction tag on each prediction row shows whether this mover tilts the odds toward Timeline A, Timeline B, either side, or only under specific conditions. See the method for how leverage is scored.