mlsanityData to 14 Oct 2026

WorldReasoner: Evaluating Whether Language Model Agents Forecast Events with Valid Reasoning

arXiv 2606.11816 ↗First posted 10 Jun 2026cs.CL cs.AIcited by 2

On the map: LLM agents and tool use → Financial trading and forecasting agents

Abstract (arXiv)

Forecasting real-world events requires language-model agents to reason under uncertainty from incomplete, time-bounded information. Yet evaluating whether agents genuinely forecast requires more than final-answer accuracy: a model may be correct by recalling memorized training facts, citing fabricated evidence, or producing an unsupported causal story. We present WorldReasoner, an evaluation framework for temporally valid event forecasting. Each task gives an agent a resolved forecasting question, a simulated forecast date, and access only to evidence available before that date; after resolution, the framework scores the submitted probability, cited evidence, and optional causal event graph. WorldReasoner reports three complementary axes: outcome quality against resolved answers, evidence quality over cited sources, and reasoning quality against post-resolution hindsight graphs. The benchmark is built by an agentic construction pipeline that generates forecasting questions, collects time-stamped evidence, and builds hindsight reference graphs at scale, yielding 345 resolved tasks derived from 14,141 articles with graphs covering 8,087 extracted events. Across six controlled agent settings, temporally valid retrieval is the strongest driver of outcome accuracy; causal graph construction improves key-event recovery; and correct graph-enabled forecasts are more strongly grounded in key events and relevant sources, yet agents still struggle to convert grounded evidence into calibrated probabilities.

Key facts. Cited by 2 papers in the map (data through 14 Oct 2026). Placed in Financial trading and forecasting agents, one of 16 directions in LLM agents and tool use. Builds on 15 of its 20 references that are in the map. First posted on arXiv 10 Jun 2026.

Builds on

15 of 20 references.

Closest ancestors · 2

Same direction, newest first

  1. 2025Bench to the Future: A Pastcasting Benchmark for Forecasting Agents11 Jun
  2. 2024MIRAI: Evaluating LLM Agents for Event Forecasting1 Jul

Other references · 13

  1. 2023FActScore: Fine-grained Atomic Evaluation of Factual Precision in Long Form Text Generationcited by 1,282
  2. 2023Large Language Models Are Zero-Shot Time Series Forecasterscited by 500
  3. 2021Measuring Attribution in Natural Language Generation Modelscited by 256
  4. 2022RealTime QA: What's the Answer Right Now?cited by 244
  5. 2024ForecastBench: A Dynamic Benchmark of AI Forecasting Capabilitiescited by 110
  6. 2022Forecasting Future World Events with Neural Networkscited by 63
  7. 2025LLM-as-a-Prophet: Understanding Predictive Intelligence with Prophet Arenacited by 40
  8. 2025Time Series Forecasting via Reasoning: A Slow-Thinking Approach with Reinforcement Fine-Tuned LLMscited by 34
  9. 2023CRAB: Assessing the Strength of Causal Relationships Between Real-world Eventscited by 28
  10. 2024Is Your LLM Outdated? A Deep Look at Temporal Generalizationcited by 26
  11. 2020Causal BERT : Language models for causality detection between events expressed in textcited by 22
  12. 2024Are LLMs Prescient? A Continuous Evaluation using Daily News as the Oraclecited by 19
1 more
  1. 2023ECHo: A Visio-Linguistic Dataset for Event Causality Inference via Human-Centric Reasoningcited by 1

Built on by

Cited by year (2026 to 14 Oct)

Citing papers per year: 2026: 2.

2 papers.

Similar, not cited

Close in wording, no citation either way

  1. 2024Reasoning and Tools for Human-Level Forecasting
  2. 2026TemporalBench: A Benchmark for Evaluating LLM-Based Agents on Contextual and Event-Informed Time Series Tasks
  3. 2026Agentic Time Machine as an Infrastructure for Future-Event Forecasting
  4. 2026Agentic Forecasting using Sequential Bayesian Updating of Linguistic Beliefs
  5. 2026TimeSage-MT: A Multi-Turn Benchmark for Evaluating Agentic Time Series Reasoning
  6. 2026Evaluating Strategic Reasoning in Forecasting Agents
  7. 2026CausalDS: Benchmarking Causal Reasoning in Data-Science Agents
  8. 2026From Narrative to Auditable Forecasts: A Structured Scaffold for Agentic Forecasting