Organizations: 1The Chinese University of Hong Kong · 2Meituan LongCat Team
Abstract
Future event prediction carries broad social impact yet remains challenging. SOTA approaches augment LLMs with external agent frameworks whose predictive capability vanishes once the harness is removed. While recent Tool-Integrated Reasoning (TIR) internalizes deep search for multi-hop retrieval of facts, forecasting further demands temporal search and reasoning over historical trends and dynamic shifts. The key obstacle is data: historical queries induce temporal leakage that degrades forecasting into retrieval. Prior works either freeze information gathering with static observations, or rely on rejection sampling or unresolved fresh queries that discard vast amounts of data, degrading synthesis efficiency. We propose a time-truncation harness that enforces a temporal cut-off at every turn, enabling TIR-style sampling from historical events, reducing temporal leakage and reliance of rejection sampling or unsolved queries, increasing the sampling efficiency. We further build a large-scale corpus and a process-based metric and show that our harness naturally induces a broader temporal breadth of search and raises the proportion of high-quality data, further increasing the efficiency and reducing the reliance on complex rubrics. Distillation experiments show that students trained on harness-intervened data achieve the best performance, demonstrating harness-assisted model evolving that turns higher quality temporal search and reasoning data into a parametric advancement of the students.
Successful forecasting involves identifying patterns between historical and future states of the world which generalize to future observations. We apply LLMs to a variety of forecasting tasks and inspect their internal states using sparse autoencoders to understand whether they appear to rely on time-specific pieces of knowledge versus generalizable patterns. Our analyses identify features associated with both time-aware reasoning and look-ahead-biased reasoning. We then apply the LLMs to an entirely different domain and intervene on these features. We find that amplifying time-awareness features substantially reduces look-ahead bias on forecasting prompts while preserving general reasoning performance. In contrast, steering the candidate look-ahead-bias features does not produce an effect. These results suggest that interpretable temporal features can be used to causally shift LLMs toward more historically grounded reasoning.
The rapid development of LLMs has significantly advanced tabular question answering, but most systems cannot perform future-oriented numerical prediction. To address this gap, we introduce a novel task, Open-Domain Tabular Question Answering for Future Data Forecasting and Reasoning, and propose the first dataset to cover time-series forecasting and forecast-based reasoning scenarios using real estate data. This task poses challenges in retrieving precise historical data, overcoming the forecasting limitations of LLMs, and standardizing responses for diverse queries. To solve the above challenges, we propose TimeFore, an LLM agent-based framework that decomposes the problem into three collaborative roles: a Retriever autonomously generates SQL to fetch data, a Forecaster invokes external time-series models for higher accuracy, and an Analyzer synthesizes the results to construct a precise and consistent final answer. Extensive experiments demonstrate the effectiveness of our TimeFore.
Forecasting future events is a critical challenge for large language model (LLM) agents, spanning domains from elections and monetary policy to financial markets. However, evaluating progress on this task presents a fundamental trade-off between efficiency and environment fidelity. While live evaluation benchmarks suffer from an inherently slow feedback loop, existing retrospective replays typically restrict agents to static, pre-frozen databases that sacrifice the environmental realism of actual deployments. To tackle this issue, we introduce Agentic Time Machine (TM), an infrastructure that approximately reconstructs the web state at any chosen past time by filtering post-cutoff content. Leveraging this evaluation infrastructure, we further propose a planner-solver-aggregator multi-agent framework that breaks each question into diverse analytical angles, gathers evidence in parallel, and combines the results into a single forecast. Experiments show that offline scores under TM correlate strongly with live FutureX scores, validating that TM offers a fast and reliable sandbox for forecasting-agent evaluation. On FutureX-Past and Polymarket evaluated under TM, our framework achieves the highest score among strong closed-book, tool-augmented, and self-consistency baselines. On the official FutureX live leaderboard, our system achieves the best average rank over four consecutive weeks, including 1st place in May Week 1. As of June 17, it also ranks 1st on FutureX's official eight-week overall leaderboard.