Defense & Aerospace Report Podcast [Aug 30, 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.
— Broader market update as Federal Reserve Chairman Jay Powell backs more cheap money and Wall Street continues to surge
— Anticipated impact on US air carriers if stimulus funding expires on Oct. 1 without further government support
— Continuing coronavirus impact on commercial air travel and implications for aircraft makers
— News reports of Boeing production issue with 787-10 jetliners made in Charleston as the company debates whether to consolidate Dreamliner manufacture in either Charleston or Everett
— Update on 737 Max return to flight
— Rolls-Royce huge first half loss and full year outlook
— Implications if the US Senate backs legislation passed by the House to require 100 percent of components in American weapons to be made in the United States
— Britain’s ongoing defense review
— Takeaways from the Republican National Convention

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