WINF

Inflation Watch — the basket

SlateMonthly

The real markets behind this index, across every venue that lists them, tracked as one spread. Instead of reading a single contract, you read the theme — which is what a multi-week position is actually exposed to. Each holding links straight to its venue; W.E.T. never handles orders, you trade at the exchange.

Basket level · official print18 held · close 2026-11-05
1097.45+9.74%since inception · base 1000

hypothetical · mid marks · before fees, spread and slippage

Basket performance

hypothetical · mid marks · before fees, spread and slippage
Basket total return
1097.45
Since inception
+9.74%
Cost to cross
0.70pts
Holdings marked
55.6% of 18
1 day
−1.00%
7 day
+1.66%
Markets held
18
Settled
7
Rebalanced out
0
Hit rate
85.7% (6 of 7)
Cash
72.6%
Inception
2026-08-01
Weighting
Equal notional
Marks
Two-sided mid
Days tracked
70

Equal notional from each holding’s inception mark, re-marked at the two-sided mid. Percentages only, size-blind — never a cash figure and never a performance claim.

Cost to cross is the weighted half-spread at the touch on the newest mark tape: what entering at the quote rather than the midpoint would have cost. It is the price of the FIRST unit and says nothing about the tenth — the resting size beside each holding is published so a reader can judge whether their own size fits. It is not deducted from any return above.

A published measurement of what these markets did together. Not an account, not directly investable; W.E.T. never handles orders.

Holdings · 18 markets

held since 2026-08-01 · the reading above is computed over today's roster, which differs
MarketNowReturn
  • Will inflation reach more than 4.5% in 2026?polymarket · YES · entry 24c1.0¢ spread · 10.9k/13.7k within 5¢13c−45.8%↗
  • Will the US economy be in a soft landing at the end of 2026?polymarket · YES · entry 56c1.0¢ spread · 67/189 within 5¢3c−94.4%↗
  • Will India’s 2026 Annual Inflation be at least 4.50%?polymarket · YES · entry 69c1.0¢ spread · 5.7k/7.4k within 5¢96c+39.9%↗
  • Will Japan's core-core CPI increase by between 2.0 and 2.4% in 2026?polymarket · YES · entry 54c4.0¢ spread · 124/116 within 5¢89c+65.4%↗
  • Will Japan's core CPI increase by less than or equal to 1.9% in 2026?polymarket · YES · entry 65c0.1¢ spread · 358/251 within 5¢69c+5.3%↗
  • Costco increases hotdog price before 2027?polymarket · YES · entry 7c4.0¢ spread · 2.2k/278 within 5¢5c−30.7%↗
  • Will Brazil’s Annual Inflation in 2026 be between 5.00% and 5.49%?polymarket · YES · entry 38c0.1¢ spread · 641/694 within 5¢39c+2.6%↗
  • Will Argentina’s annual inflation in 2026 be between 30% and 34.9%?polymarket · YES · entry 50c0.7¢ spread · 2.5k/2.7k within 5¢70c+38.8%↗
  • Will China's annual inflation in 2026 be between 0.6% and 1.0%?polymarket · YES · entry 42c1.0¢ spread · 250/1.2k within 5¢61c+45.8%↗
  • Will the Eurozone's 2026 Annual Inflation be at least 3.1%?polymarket · YES · entry 69c5 sessions stale0.9¢ spread · 406/3.4k within 5¢86c+25.8%↗
  • Will Core CPI YoY be 2.4% in July?polymarket · YES · entry 32c66 sessions stale26c−19.0%↗
  • Will Canada’s 2026 inflation be between 2.5% and 2.9%?polymarket · YES · entry 30c15 sessions stale0.2¢ spread · 256/361 within 5¢9c−69.5%↗
  • Will South Korea’s 2026 Annual Inflation be between 2.7% and 2.9%?polymarket · YES · entry 38c15 sessions stale2.0¢ spread · 408/100 within 5¢21c−44.6%↗
  • Will South African inflation be between 4.1% and 4.4% in 2026?polymarket · YES · entry 30c15 sessions stale3.0¢ spread · 14.7k/68 within 5¢4c−86.5%↗
  • Will Mexico’s 2026 Annual Inflation be between 3.50% and 3.99%?polymarket · YES · entry 40c1.7¢ spread · 143/82 within 5¢61c+55.6%↗
  • Will gas hit $4.25 (High) by August 31?polymarket · YES · entry 66c44 sessions stale5c−93.1%↗
  • Will China's CPI increase by between 0.9% and 1.0% over the 12 month period ending in July 2026?polymarket · YES · entry 37c66 sessions stale26c−30.1%↗
  • Will Core PCE MoM be 0.2% in July?polymarket · YES · entry 37c66 sessions stale33c−11.0%↗

Settled · 7

graded outcomes — the basket's realized record
Fed Rate Hike by October 2026 Meeting?yes+52.7%
Will monthly inflation increase by 0.1% or more in July?yes+55.0%
Will annual inflation be 3.4% in July?yes+141.0%
Will Core CPI MoM be 0.2% in July?yes+182.5%
Will a dozen eggs cost between $2.00–$2.25 in July?yes+8.7%
Will Argentina's monthly inflation in July 2026 be between 1.8% and 2.0%?no−100.0%
Will PPI YoY be 5.1% or less in July?yes+77.0%

All markets resolve YES · 5 of 18

a computed statistic about this watchlist — not an instrument, not offered anywhere

The chance that every one of these markets resolves YES. It is the mathematical opposite of the basket above: the basket is a weighted mean, where one loss doesn't zero it; this is a product, where every market must land. Same markets, opposite risk shape — which is the whole reason to show them together.

The markets shown are this index's most likely holdings, added while the joint probability stays above 1%. Ranking by portfolio weight instead would be arbitrary here, since equal-notional weights are near-identical by design.

If independent
34.97%
Π of the individual probabilities
True range · any correlation
8.9–68.6%
Fréchet–Hoeffding bounds · 59.7pp wide
YESWill India’s 2026 Annual Inflation be at least 4.50%?96%
YESWill Japan's core-core CPI increase by between 2.0 and 2.4% in 2026?89%
YESWill the Eurozone's 2026 Annual Inflation be at least 3.1%?86%
YESWill Argentina’s annual inflation in 2026 be between 30% and 34.9%?70%
YESWill Japan's core CPI increase by less than or equal to 1.9% in 2026?69%

Multiplying probabilities assumes the markets are independent — which is precisely wrong for markets grouped by a shared theme, since correlation is why they sit in one index. The range is therefore the honest answer: the true joint probability sits inside it under any correlation structure, with no covariance estimate required.

This is a statistic, not a product. W.E.T. does not offer, quote, accept or route a combined position in these markets, and no venue is quoting one here — the figures are computed by W.E.T. from individual market prices. Each market above trades on its own venue, individually, at the links in the holdings table. Data, not advice.

How to read this

The basket holds equal notional in each market from its inception mark, so every holding counts equally in return terms rather than the biggest contract dominating. The level is that combined position, re-marked daily at the two-sided mid and rebased to 1000. Settled markets convert to cash at their payoff and wait for the next monthly review.

This is a published benchmark, not an account and not a product: the index is not directly investable. Marks are mid quotes before fees, spread and slippage, and no capacity limit is assumed — a real position would differ. W.E.T. is not an exchange and never handles orders. Data, not advice. Full methodology.