On this episode of the Business Podcast, sponsored by Bell, our guests include “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners, as well as Chris Griner and Tatiana Sullivan, attorneys from of Stroock, Stroock & Lavan.
Topics:
— Analysis of Phase One US-China trade deal and impact on leading manufacturers like Boeing
— Chinese air traffic figures and implications for new jet orders
— Bombardier’s 2019 guidance and outlook for A220 jetliner and Global Express business jet line
— New software issues with Boeing’s 737 Max airliner and investor concerns whether plane will ever return to service
— Financial impact of prolonged Max grounding on Boeing
— Update on Australia’s ambitious program — awarded to France’s DCNS in 2016— to modernize the nation’s submarine force
— Thales-Alenia’s big geostationary satellite wins in 2019
— Decision by France’s Dassault to slow production of Rafale fighter aircraft as part of strategy to win Indian and Swiss orders
— New Committee on Foreign Investment in the United States regulations as called for in the Foreign Investment Risk Review Modernization Act of 2018, or FIRRMA
