~68% · $580K/day
Will the US maintain 25%+ tariffs on most Chinese goods through end of 2026?
Tariff persistence market — trade negotiation baseline
Macro Prediction Markets
Will US-China tariffs stay above 25%? Will there be a trade deal? Will the EU get hit next? Tariff prediction markets on Polymarket and Kalshi price every major trade policy outcome — with cross-venue spreads of 4-8 points. Mantis shows the full picture in one search.
~68% · $580K/day
Tariff persistence market — trade negotiation baseline
~22% · $420K/day
Deal = comprehensive tariff reduction framework
~38% · $290K/day
Transatlantic trade conflict market
~44% · $180K/day
Revenue milestone — tariff-as-revenue strategy
~35% · $160K/day
Trade decoupling market
Macro
Tariffs drive CPI — inflation prediction markets
Macro
Trade war escalation raises recession risk — connected macro markets
Politics
Taiwan conflict risk drives semiconductor tariff and trade markets
Prediction markets price the US maintaining 25%+ tariffs on most Chinese goods at ~68% through end of 2026, with $580K in daily Polymarket volume. A comprehensive US-China trade deal (requiring significant tariff reductions) is priced at only ~22% — reflecting the deep structural nature of the trade conflict. US tariffs on the EU are a separate risk at ~38%.
Tariffs are a direct pass-through to consumer prices — higher tariffs = higher CPI. Prediction markets for US tariff levels, CPI inflation, and recession are all correlated. When tariff markets price escalation, CPI markets tend to price higher inflation, and recession probability markets often rise. Mantis tracks all three in one search.
Yes. Beyond US-China tariffs, active trade prediction markets include: EU retaliatory tariff announcements, WTO ruling timelines, specific sector tariffs (autos, semiconductors, steel), and USMCA renegotiation milestones. Polymarket and Kalshi both carry these markets, often with 3-6 point price divergence between venues.
Polymarket leads for trade policy markets with the deepest liquidity on US-China tariff contracts. Kalshi covers US trade policy outcomes for US institutional traders. Limitless carries some WTO and bilateral trade agreement markets. Mantis aggregates all venues and shows the cross-venue spread for any trade market in one search.