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:
— Impact on defense and aerospace as broader market reels in wake of biggest drop in US economic history
— Update on commercial air traffic trends as coronavirus pandemic continues
— Airbus and Boeing earnings and latest commercial aircraft production rates as manufacture of 787 Dreamliners slows and 747 jumbo jet slated to end
— 787 slowdown and whether Boeing will consolidate production in Everette, Wash., or Charleston, S.C.
— BAE Systems, General Dynamics, Northrop Grumman and Safran second quarter 2020 earnings, including Gulfstream business jet deliveries
— Coronavirus’ defense production impact and role in delays on BAE’s AMPV program
