What if Bumper US harvest: record corn glut sinks CORN?
Ideal Midwest weather produces a record corn and soybean crop, gluting global grain markets, sinking CORN futures and easing food inflation.
26%
our model probability over 6–18 months
prediction markets — wisdom of the crowd
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◎ Empirically anchored 26%· 90% range 4–48%· 40 analogues · measured class deflation 44% in 18 mo · 3% held back for the unknownhow we built this number — every step
Measured class rate — deflation ≈0.3895/yr → 44% in 18 mo44%
Analyst prior · editorial share 63% of the class28%
Pooled · weight 87%27%
Crowd — no liquid market—
Reserve 3% · no extremizing (×1.0)27%
Published26%
The class rate is measured from our dated, sourced event library (decade-normalized Poisson — the full table is public at base_rates.json). The variant’s share within its class is the analyst’s editorial call, published so you can audit it. A wider range means thinner precedent. Full recipe: methodology · scored at Reality Check.
The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (gold) over time vs the crowd's (Polymarket, blue), from the past toward the 6–18 months horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. The gold path is an illustrative reconstruction anchored to today's estimate — real dated events, not a live re-estimate history.
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What it would mean
If this plays out, it is a mixed shock. Ideal Midwest weather produces a record corn and soybean crop, gluting global grain markets, sinking CORN futures and easing food inflation. The trigger decomposes into signed root‑shocks — Corn ▼ · Wheat ▼ · Climate/crop supply ▼ · Food inflation ▼ — which propagate through our causal graph to the markets below.
If it happens — the markets it would move
Biggest moves first. Projected moves are cascade-model priors; hist A–B% = what comparable past events actually did (measured abnormal returns), and model prior · unmeasured marks markets with no analogue backing yet. Tap any market for its price history.
Market
Class
Projected move
1
CornCORNon Hyperliquid📈 chart
Commodity
▼ -1.0%
hist -0.83–+0.72% · other way -6.18% (n=6)
2
WheatWHEATon Hyperliquid📈 chart
Commodity
▼ -0.7%
hist -0.72–+0.32% · other way -2.01% (n=6)
Probable recommendation
If the scenario above plays out, the probable cross‑asset positioning → a scenario‑conditional read, not personalized investment advice
For a common-man portfolio: Mixed for a typical portfolio — the move is more about rotation than direction. Favour the winners over the losers below rather than net exposure.
Historical precedent — what analogous events actually did
Across 40 analogous events (overlap‑weighted), as abnormal returns — market beta stripped, so it's the event's own effect, not the market backdrop. Shown at 20 days (persistent) and 5 days (immediate); ↺ fades = the two horizons disagree. Confidence = consistency × sample × significance.
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