US GDP growth in Q4 2025?
Short Answer
1. Market Behavior & Drivers
- Atlanta Fed GDPNow revised Q4 2025 forecast significantly downward.
- Q4 2025 GDP growth exceeded expectations due to inventory and trade.
- Advance Q4 2025 GDP estimate release was the primary market determinant.
- Strong consumer spending and business investment boost GDP growth.
- Weak consumer spending and business investment hinder economic expansion.
Current Context
Sources (17)
- 1bea.gov
- 2bea.gov
- 3investinglive.com
- 4investing.comza.investing.com
- 5economy.com.pk
- 6owmarkets.com
- 7capitalspectator.com
- 8futunn.comnews.futunn.com
- 9morningstar.com
- 10polymarket.com
- 11morningstar.com
- 12marketscreener.comuk.marketscreener.com
- 13cepr.netgoogle.com
- 14spglobal.com
- 15conference-board.orggoogle.com
- 16investing.com
- 17babypips.com
2. Price Chart
Historical Price (Probability)
3. Significant Price Movements
Notable price changes detected in the chart, along with research into what caused each movement.
Outcome: Above 3.0%
📈 February 20, 2026: 26.0pp spike
Price increased from 38.0% to 64.0%
📉 January 29, 2026: 10.0pp drop
Price decreased from 82.0% to 72.0%
Outcome: Above 3.5%
📉 February 19, 2026: 27.0pp drop
Price decreased from 44.0% to 17.0%
Outcome: Above 2.5%
📈 February 14, 2026: 9.0pp spike
Price increased from 66.0% to 75.0%
Outcome: Above 2.0%
📉 February 10, 2026: 13.0pp drop
Price decreased from 88.0% to 75.0%
Sources (17)
- 1financialcontent.commarkets.financialcontent.com
- 2bea.gov
- 3actionnetwork.com
- 4fxstreet.com
- 5economistwritingeveryday.com
- 6longbridge.com
- 7atlantafed.org
- 8polymarket.com
- 9polymarket.com
- 10investinglive.com
- 11bea.gov
- 12conference-board.orggoogle.com
- 13prnewswire.com
- 14seekingalpha.com
- 15caixabankresearch.com
- 16seekingalpha.com
- 17scotiabank.com
4. Market Data
Contract Snapshot
The provided page content "US GDP growth in Q4 2025? Odds & Predictions" does not contain any contract rules, settlement conditions, or key dates/deadlines. Therefore, it is impossible to summarize what triggers a YES/NO resolution or any special settlement conditions based on the information provided.
Market Discussion
Discussions surrounding US GDP growth in Q4 2025 largely anticipate a significant slowdown compared to the robust 4.4% growth in Q3 2025, with consensus forecasts generally ranging from 1.8% to 3.7% [1]. Key arguments for this deceleration include the impact of the longest government shutdown in US history, moderating consumer spending, weak retail trade data, and a widening trade deficit [2]. However, there's also debate on underlying economic resilience, with some experts noting continued strength in domestic demand and AI-related investments, leading to a paradox of strong GDP projections alongside a weaker labor market [3].
5. How Did GDPNow's Q4 2025 GDP Forecast Differ From Consensus?
| GDPNow Q4 2025 Final Estimate | 3.0% (SAAR) [1] |
|---|---|
| FactSet Consensus Q4 2025 Forecast | 1.9% [2] |
| February 2026 Retail Sales Change | -0.5% month-over-month [1] |
6. How Did BEA Adjust for 2018-2019 Government Shutdown Economic Data?
| Nominal Federal Compensation | No downward adjustment (due to accrual basis/back pay) [1] |
|---|---|
| Real GDP Growth Impact (Q1 2019) | -0.3 percentage point [2] |
| Real Government Output Adjustment | Downward adjustment for lost services [1] |
7. What Drove Q4 2025 GDP Growth Beyond Expectations?
| Q4 2025 Real GDP Growth | 1.5% (BEA Advance Estimate, February 2026 [1]) |
|---|---|
| Contribution from Private Inventories | +0.40 percentage points (BEA Advance Estimate, February 2026 [1]) |
| Contribution from Net Exports | -0.20 percentage points (BEA Advance Estimate, February 2026 [1]) |
Sources (1)
8. How Much Do GDP Estimates Change During Disruptive Periods?
| Average Revision (Disruption) | 0.1 to 0.3 percentage points [1] |
|---|---|
| Long-run Absolute Revision | Approximately 0.6 percentage points [1] |
| Pandemic Average Absolute Revision | Around 0.5 percentage points [1] |
9. Which GDP Sub-Component Drives Kalshi Market Volatility Most?
| Dominant Volatility Driver | Personal Consumption Expenditures (PCE) on Services (February 2026 Research Desk Analysis) [1] |
|---|---|
| PCE Share of US GDP | Approximately 68-70% (Research Desk Analysis) [1] |
| Market Reaction Timeframe | Initial 15-minute window post-release (Research Desk Analysis) [1] |
10. What Could Change the Odds
Key Catalysts for Q4 2025 US GDP Growth
Key Dates & Catalysts
- Expiration: May 01, 2026
- Closes: February 20, 2026
12. Historical Resolutions
Historical Resolutions: 50 markets in this series
Outcomes: 26 resolved YES, 24 resolved NO
Recent resolutions:
- KXGDP-25OCT30-T4.0: NO (Oct 30, 2025)
- KXGDP-25OCT30-T3.5: YES (Oct 30, 2025)
- KXGDP-25OCT30-T3.0: YES (Oct 30, 2025)
- KXGDP-25OCT30-T2.5: YES (Oct 30, 2025)
- KXGDP-25OCT30-T2.0: YES (Oct 30, 2025)