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; Keith Flail, the vice president for advanced vertical lift systems at Bell
Topics:
— Market reaction to $2.2 trillion US stimulus package aimed at stabilizing American economy in the wake of coronavirus pandemic
— Impact of stimulus on airlines and aerospace suppliers like Boeing
— Implications of 3.3 million Americans applying for unemployment insurance last week on market recovery prospects
— Revised aftermarket outlook and new financial guidance by leading aerospace firms including SAFRAN
— Defense update as governments spend on stimulus, including delay in the UK Strategic Defence and Security Review and cancellation of major military exercises
— Commercial downturn as Justice Department approves merger of Raytheon and United Technologies
— Lasting impact of European countries’ decision to close borders on the 25th anniversary of the Schengen Zone and decline medical supplies for Italy as China and Russia ramp up aid to Rome
— US Army’s decision to select Bell and Lockheed Martin’s Sikorsky for the next stage of the service’s Future Armed Reconnaissance Aircraft competition
— Bell’s Keith Flail on company’s 360 Invictus FARA design
