Defense & Aerospace Report Podcast [Oct 14, 2019 Monday Business Report]


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.
— Market reaction to Washington’s view that US-China trade war are easing
— Impact of US-China trade war on Europe
— US-Europe trade war as economic drivers shift like Chinese purchases of German machine tools and cars slows
— Assessment of intensifying efforts by UK officials to revise Brexit agreement with EU including new pact with Ireland
— Boeing’s announcement that long-time Chairman and CEO Dennis Muilenberg would remain chief executive but be replaced as non-executive chairman by David Calhoun
— Disclose by American Airlines that the 737 Max wouldn’t renter service until next year and revelation by Southwest Airlines and other air carriers of “pickle fork” cracks on their high time 737 Next Generation airliners. (The pickle forks are structures that connect the wings to a jetliner’s fuselage.)
— Whether 737 Next Generation problems will become added burden on Boeing’s balance sheet
— Takeaways from Thales’ capital markets day
— Remembering Adm. Sir Desmond Cassidi, Royal Navy Ret., who served in uniform between 1938 and 1985

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