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:
— Disconnect between broader market and looming economic reality
— Implications of decoupling between China and the rest of the world as deglobalization accelerates
— Job cuts at Rolls-Royce and Safran in advance to even lower Airbus and Boeing production rates, and whether others will cut back as well
— Impact of weakening commercial aerospace supply chain on defense programs
— Air France/KLM’s decision to retire its nine Airbus A380 super jumbo jetliners
— Europe’s adoption of 14-day self quarantine for travelers
— What happens if Prime Minister Boris Johnson’s special adviser Dominic Cumming is sacked for violating coronavirus isolation guidelines by visiting his parents in Durham despite being infected
— Russian air defense system versus Turkish drones in Libya
