Defense & Aerospace Report Podcast [Apr 27, 2020 Business Report]


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.
— Coronavirus market and economic impact as governments struggle with stimulus impact and when to reopen economies
— Implications of oil price collapse as demand expected to remain weak
— Glut of commercial aircraft as airlines adjust to lower traffic
— Look at Lockheed Martin and Saab earnings
— Analysis of Boeing and Airbus production rates
— Update on Boeing 737 Max return to flight and order cancellations
— Boeing’s decision against pressing ahead with plans to acquire 80 percent stake in Embraer’s commercial jet business

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