UK is in a medium-confidence warning band; watch for priced-market confirmation inside the next 24-72h.
Leading receipt: Military activity 7.0. Weighted state/military aircraft count in latest snapshot
If signals persist, the cleanest market read is short JETS over days to weeks.
Risk cools if the country loses independent confirmation for 24h and priced-market stress stops widening.
Coverage says what the system could observe; confidence says how many independent evidence families agree. They are deliberately not the same thing.
Business-jet activity over UK, measured against its observed median baseline.
Research short / avoid JETS Country signals in UK overlap with airlines and travel.
Research long LMT Country signals in UK overlap with defense prime (f-35, missile defense).
Research long RTX Country signals in UK overlap with missiles and defense electronics.
Research long NOC Country signals in UK overlap with long-cycle defense (b-21, space, drones).
Research long GD Country signals in UK overlap with navy shipbuilding + defense it.
Weighted state/military aircraft count in latest snapshot
GB unrest above trailing baseline · 6 recent events
GB 10Y − US10Y = +1bps