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:
— Aerospace and defense stock performance as Wall Street experiences its biggest drop since March on record coronavirus infections and rising fatalities cloud economic outlook
— Analysis of commercial air travel trends as covid worsens in the United States and Britain, Belgium, France and other nations go into renewed national lockdowns
— Update on airlines strategies for surviving the downturn on available remaining stimulus funding
— Market expects Biden win marking returns to more active coronavirus strategy, but what happens with Trump win and higher infections, fatalities and economic disruption
— Look at Airbus, Boeing, General Dynamics, MTU, Raytheon, and Textron earnings including update on production rates
— Boeing management on 737 Max and plans for New Midsize Aircraft
— Safran CEO Philippe Petitcolin’s comments on the 737 Max
— US government’s drive to export 50 of Lockheed Martin’s F-35 Lightning II fighter to United Arab Emirates
— Impact of AvWeek’s Brad Perrett departure from China on objective future insight into Chinese aviation efforts
— European Union certification of two-seat Liberty flying car by Dutch company PAL-V
