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Hauptverfasser: Liptay, Tom, Schwarz, Dan, Poyiadzi, Rafael, Wildman, Jack, Bosse, Nikos I.
Format: Preprint
Veröffentlicht: 2026
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Online-Zugang:https://arxiv.org/abs/2604.26106
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author Liptay, Tom
Schwarz, Dan
Poyiadzi, Rafael
Wildman, Jack
Bosse, Nikos I.
author_facet Liptay, Tom
Schwarz, Dan
Poyiadzi, Rafael
Wildman, Jack
Bosse, Nikos I.
contents Forecasting benchmarks produce accuracy leaderboards but little insight into why some forecasters are more accurate than others. We introduce Bench to the Future 2 (BTF-2), 1,417 pastcasting questions with a frozen 15M-document research corpus in which agents reproducibly research and forecast offline, producing full reasoning traces. BTF-2 detects accuracy differences of 0.004 Brier score, and can distinguish differential agent strengths in research vs. judgment. We build a forecaster 0.011 Brier more accurate than any single frontier agent, and use it to evaluate agent strategic reasoning without hindsight bias. We find the better forecaster differs primarily in its pre-mortem analysis of its blind spots and consideration of black swans. Expert human forecasters found the dominant strategic reasoning failures of frontier agents are in assessing political and business leaders' incentives, judging their likelihood to follow through on stated plans, and modeling institutional processes.
format Preprint
id arxiv_https___arxiv_org_abs_2604_26106
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle Evaluating Strategic Reasoning in Forecasting Agents
Liptay, Tom
Schwarz, Dan
Poyiadzi, Rafael
Wildman, Jack
Bosse, Nikos I.
Artificial Intelligence
Forecasting benchmarks produce accuracy leaderboards but little insight into why some forecasters are more accurate than others. We introduce Bench to the Future 2 (BTF-2), 1,417 pastcasting questions with a frozen 15M-document research corpus in which agents reproducibly research and forecast offline, producing full reasoning traces. BTF-2 detects accuracy differences of 0.004 Brier score, and can distinguish differential agent strengths in research vs. judgment. We build a forecaster 0.011 Brier more accurate than any single frontier agent, and use it to evaluate agent strategic reasoning without hindsight bias. We find the better forecaster differs primarily in its pre-mortem analysis of its blind spots and consideration of black swans. Expert human forecasters found the dominant strategic reasoning failures of frontier agents are in assessing political and business leaders' incentives, judging their likelihood to follow through on stated plans, and modeling institutional processes.
title Evaluating Strategic Reasoning in Forecasting Agents
topic Artificial Intelligence
url https://arxiv.org/abs/2604.26106