Defense & Aerospace Report Podcast [Apr 13, 2020 Monday Business Report]

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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.
Topics:
— Last week’s market uptick as coronavirus casualties rise and investors look to new government stimulus spending
— Air travel drop of up to 95 percent from pre-pandemic level and implications for commercial aviation industry
— Decision by Boeing to reopen Puget Sound facility and as company announces delay in 737 Max recertification
— Airbus’ decision to cut production by 40 percent
— Update on defense spending impact of increased government pandemic spending
— Implications of USMC’s new strategy calling for fewer F-35 Lightning II fighters on the broader F-35 program
— End of merger between Woodward and Hexcel
—Lufthansa’s sale of previously owned aircraft

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