All
Outcomes
Market
Price
AI Fair
Value
Value
Edge
50-54%
YesNo
42-46%
YesNo
<42%
YesNo
46-50%
YesNo
54%+
YesNo
AI Insights:
03.17 05:51 UpdatedFair Value Reasoning:
Based on the latest polls from March 2026 (e.g., 21 Research Center, IDEA Intézet), TISZA's support among decided voters clusters in the 49-53% range, with reports of the lead narrowing as Fidesz mobilizes. The market's pricing of '54%+' (49c) is excessively bullish, ignoring the 'narrowing gap' narrative. The most probable outcome lies between 46-54%, making the middle brackets undervalued while the extreme '54%+' option is significantly overvalued.
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Hedging
HUFUSD
The TISZA party represents the anti-Orbán force led by Péter Magyar. A strong performance or victory for TISZA would signal a major shift in Hungarian politics, potentially improving relations with the EU, which would be significantly bullish for the Hungarian Forint (HUF) and could slightly boost Euro sentiment. Conversely, a weak performance maintains the status quo. While the primary impact is on the local currency, it holds significant hedging value during the election period.
Divergence
Significant divergence detected. The market implies a 49% probability of TISZA winning >54% of the vote, positioning it as the favorite. However, major March 2026 polls (21 Research Center, IDEA) place TISZA's support primarily in the 49-53% range, with reports indicating a narrowing lead as Fidesz claws back ground. The market is pricing in an extreme 'landslide' scenario that contradicts the polling narrative of a high-stakes but tightening race.