UK MACRO BRIEF2026-06-14

A quiet UK tape: no material RNS in the operating universe and no scheduled ONS, BoE or HMT releases to anchor the session.

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Ranked by overall fit

Every company is scored 0–1000 on its fit with the strategy: positive exposure to AI spending (~35%), operating leverage to upside surprises (~25%), valuation discipline (~25%), and downside protection (~15%). Higher is better. 1,209 companies · 224 deep dives · 985 first-pass · 2026-06-15

Company

Cycling through the universe — new entries land as the LLM finishes its reading.