Defense & Aerospace Report Podcast [Jan 27, 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.
— Successful first flight of Boeing’s 777X jetliner and company’s acknowledgement that Max aircraft won’t return to service until after mid-year
— Richard Aboulafia’s assessment of 2019 aircraft markets and look ahead at 2020
— Impact of coronavirus on Chinese and global air traffic trends
— Implications of restrictions being considered on export of US technology to Chinese and Russian commercial aircraft projects
— UK Defence Secretary Ben Wallace’s comments about reliability of US alliance
— Huntington Ingalls Industries’ $1 billion US Air Force intelligence, surveillance and reconnaissance contract win
— Raytheon and United Technologies’s divesture of Collin’s GPS unit to BAE Systems
— Look ahead to Boeing’s earnings release and last week reporting from leading airlines

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