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:
— Market expectations as Washington struggles to craft a stimulus package before the election as the coronavirus pandemic worsens
— Implications of American, Alaska and Southwest airlines third quarter earnings and outlook for future Boeing and Airbus orders
— Analysis of news reports that Boeing has been conferring with customers and suppliers as considers a new single-aisle jetliner between the 737 and 787 aircraft
— What a new Boeing Future Single-Aisle jetliner should look like
— Whether Boeing or suppliers can afford to invest billions to develop a new jet in the midst of a revenue and profit crushing pandemic
— Reports of Boeing production problems at its Mesa, Ariz., plant that makes AH-46 attack helicopters
— Saab and Thales third quarter newsflow
— Lockheed Martin and Northrop Grumman earnings and expectations for companies reporting next week, including Boeing
— Update on Britain’s defense review
