Defense & Aerospace Report Podcast [Nov 15, 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.
— Wall Street’s bullishness on vaccine and when the global economy is likely to recover
— Latest commercial passenger figures and impact on aircraft makers
— The implications of the Regional Comprehensive Economic Partnership, the world’s largest trade organization, that’s led by China and includes 14 other nations including America’s closest Pacific allies and covers more than 2 billion people
— Update on Comac’s C919 airliner that relies on US content
— Look at Boeing’s 737 Max program as the Federal Aviation Administration prepared to certify the jetliner to return to flight
— AIRCAP, Air Lease, Hensoldt, QinetiQ and Transdigm earnings
— Britain in the wake of UK Prime Minister Boris Johnson’s decision to sack Dominic Cummings from his unique government role
— US efforts to conclude the sale of F-35 Lighting II fighters to the United Arab Emirates

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