Defense & Aerospace Report Podcast [Nov 22, 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 reaction as new coronavirus cases and fatalities spike as new vaccines show promise
— Virus impact on air travel and stimulus update
— FAA decision to return Boeing’s 737 Max to flight and impact on outlook for the single-aisle jetliner
— MTU capital markets update
— Greece’s interest in F-35 Lightning II fighter as tensions with Turkey continue
— Eurofighter orders that extend production in Germany and Spain
— Outlook for US and French arms sales in the Middle East in the wake of congressional opposition to sale of F-35s and Reapers to UAE, expectation that Biden will be tougher on Saudi Arabia and Macron’s comments in wake of recent terror attacks


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