France is in a medium-confidence warning band; watch for priced-market confirmation inside the next 24-72h.
If signals persist, the cleanest market read is long LMT over weeks to months.
Risk cools if the country loses independent confirmation for 24h and priced-market stress stops widening.
Multiple independent sources matter more than one loud reading. This page is strongest when local signals and priced-market confirmation move together.
Business-jet activity over France, measured against its observed median baseline.
Research long LMT Country signals in France overlap with defense prime (f-35, missile defense).
Research long RTX Country signals in France overlap with missiles and defense electronics.
Research long NOC Country signals in France overlap with long-cycle defense (b-21, space, drones).
Research short / avoid JETS Country signals in France overlap with airlines and travel.
Research long GD Country signals in France overlap with navy shipbuilding + defense it.
9 flights vs 3 baseline · 30 samples
FR 10Y − US10Y = -78bps
Weighted state/military aircraft count in latest snapshot