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Public predictions observatory

Dated, sealed predictions on live M&A deals. Published before the outcome, so anyone can verify that they have not been rewritten. These are probabilistic analyses — not investment advice, not statements of fact about the companies.

The English text of each prediction is a translation for readability. The sealed, publicly verifiable original is in Italian — the seal (sha256) is computed on it and never changes.

Dated — with a public stampSealed — the starting prediction is never erasedOpen to calibration — outcomes will be set against the sealed original; the current sample does not measure accuracy
Updates →
Point A — you are hereAssessment

A public, time-stamped record designed to make future calibration and error analysis possible. It does not yet establish predictive accuracy or decision impact.

Point B — the productDecision support

The same engine, used beside the decision-maker before the decision. Whether it improves decisions is a separate question, which this page does not measure.

The Observatory publishes probabilistic forecasts before outcomes and preserves their original record (A). This supports future calibration and error analysis; with the current sample it is not evidence that CounterBrain predicts better or improves decisions (B).

10 live deals · Italy + Europe · threshold ≥ €1bn
banking · ITin progress
Intesa Sanpaolo → Monte dei Paschi
€30.6bn
Most likely: Falls through or scaled back · 55%
● Updated · 5 Oct 2026Open the card →
telecom · ITin progress
Poste Italiane → Telecom Italia
€10.8bn
Most likely: Goes through but disappoints · 45%
● Updated · 10 Oct 2026Open the card →
banking · IT–DEin progress
UniCredit → Commerzbank
~€35–40bn
Most likely: Stuck as blocked minority · 45%
● Updated · 12 Oct 2026Open the card →
defense · FR–ITin progress
Airbus · Leonardo · Thales → satellite merger (Project Bromo)
€6.5bn
Most likely: Passes and creates the champion · 35%
● Updated · 7 Oct 2026Open the card →
telecom · FRin progress
Bouygues · Iliad · Orange → SFR (break-up)
€20.35bn
Most likely: Passes, rational market · 35%
● Updated · 22 Jul 2026Open the card →
asset management · UKin progress
Nuveen → Schroders
£9.9bn
Most likely: Closes, integrates well · 50%
● Updated · 30 Sept 2026Open the card →
insurance · UK–CHin progress
Zurich → Beazley
£8.1bn
Most likely: Closes, specialty leader · 60%
● Updated · 28 Jul 2026Open the card →
services · UKin progress
EQT → Intertek
£10.9bn
Most likely: Closes as expected · 70%
Sealed prediction · 20 Jun 2026Open the card →
consumer · UKin progress
Ingredion → Tate & Lyle
£2.7bn
Most likely: Clears antitrust, closes · 50%
● Updated · 16 Oct 2026Open the card →
nutrition · CHin progress
CVC → dsm-firmenich (Animal Nutrition & Health)
€2.2bn
Most likely: Clean exit, rewarded · 45%
Sealed prediction · 20 Jun 2026Open the card →

Where the facts come from

Since 10 Jul 2026, the update engine only examines news from three kinds of source. A newspaper, an aggregator or a trade outlet is not an admitted source: it reports the fact already interpreted.

  • Third-party authorities — the body that decides (European Commission, ECB, Consob, competition authorities): the decision is the fact.
    Full list (18)

    European Commission · ECB · ECB Banking Supervision · ESMA · EBA · BaFin · Bundeskartellamt · Consob · Bank of Italy · AGCM · IVASS · CMA · ACCC · SEC · FTC · DOJ Antitrust · AMF · CNMV

  • News agencies — they report the fact without commenting on it (Reuters, ANSA, Bloomberg, MLex…).
    Full list (13)

    Reuters · Associated Press · AFP · Bloomberg · MLex · ANSA · AGI · Adnkronos · Askanews · Agenzia Nova · Teleborsa · Radiocor · Teleborsa (Borsa Italiana)

  • Issuers — the companies listed below, on their official channels: reliable on the facts they are required to disclose (acceptances, prices, thresholds, dates), not on their own assessments. A company involved in a deal but missing from the list is not an admitted source.
    Full list (23)

    UniCredit · Commerzbank · Intesa Sanpaolo · Monte dei Paschi · Banco BPM · Poste Italiane · TIM · Airbus · Leonardo · Thales · Bouygues · Iliad · Orange · Nuveen · Schroders · Zurich · Beazley · EQT · Intertek · Ingredion · Tate & Lyle · CVC · dsm-firmenich

Even on an admitted domain, paid press releases are excluded: the domain tells you who hosts, not who writes.

The source type is passed on to both judges, together with the rule on how far to trust each one.

Candidate news comes from newsapi.ai (Event Registry), which indexes articles: being found there does not certify them. What counts is who wrote them, and the filter checks that before any judgment.

Before 10 Jul 2026 this rule did not exist: 5 published updates cite a source now outside the perimeter. They remain visible and flagged, because the register is never rewritten. See them in the log →

The policy governs updates. The sources listed on each card are the context available at sealing time and stay as they are, like the rest of the sealed envelope.

Every prediction is «stamped» with a public digital fingerprint (sha256) and a sealed copy, so the date and content cannot be altered after the fact.
Per-card stamp · sealed on 20 Jun 2026 · fingerprints in git history and anchored to Bitcoin (OpenTimestamps).
The percentages are reasoned estimates — not certainties; their calibration can be assessed only as outcomes accumulate. Content for research and methodological transparency; it does not constitute financial advice or a recommendation to buy or sell.