Defense & Aerospace Report Podcast [Oct 18, 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.
— Market expectations in the wake of chaotic talks for a fourth US stimulus package as American covid cases rise
— Outlook for commercial travel as coronavirus cases spike in Europe and elsewhere as the US Transportation Command finds DoD personnel and their dependents are safe from aerosolized covid aboard contracted jetliners
— United Airlines and Delta Airlines third quarter 2020 earnings
— The European Aviation Safety Agency clears Boeing’s 737 Max jetliner to return to flight, with US regulators at the Federal Aviation Administration to follow suit
— The World Trade Organization says Europe can impose tariffs on $4 billion in American goods over American government’s “illegal” support for Boeing — a year after the trade body allowed Washington to sanction $7.5 billion in European goods over illegal support for Airbus
— Boeing considers closing its Commercial Airplanes Longacres headquarters in Renton, Wash., prompting concerns about the company’s long term presence in the area and worries that aggressive cost-cutting measures could doom the giant
— Implications of Italian court’s decision to sentence Leonardo CEO Alessandro Profumo to six year in jail for alleged financial impropriety in 2015 as chief executive at an Italian bank (The company has expressed full confidence in Profumo as his case is appealed)
— Dassault Aviation’s reluctance to increase Rafale fighter production rates despite pressure from French Defense Minister Florence Parly and Chief of Defense Gen. François Lecointre
— Rheinmetall’s outlook with Lynx vehicle on a roll and questions about it’s automotive future

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