Defense & Aerospace Report Podcast [Mar. 04, 2019 Monday Business Report]

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On this episode of the Business Podcast, sponsored by Bell, we discuss the week on world markets with guests“Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Repercussions of US Air Force decision to stop accepting deliveries of KC-46 tanker aircraft from Boeing after tools and manufacturing debris found on plane already handed over to the service

— More on USAF acquisition of Boeing’s F-15X fighter
— Impact on Huntington Ingalls Industries of expected US Navy decision to cancel refueling complex overhaul of USS Harry S. Truman and retire the carrier 30 years earlier than planned and cut acquisition of two San Antonio-class amphibious ships.
— Impact of military action between India and Pakistan on New Delhi’s competition for a new fighter.
— British Airway’s order for Boeing 777-9X jetliners and large aircraft market outlook.
— Thales, Dassault, Babcock and Rolls-Royce earnings

 

 

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