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:
— Recap of aerospace and defense performance on Wall Street
— Market view of stalled stimulus talks and companies threaten job cuts, NDAA and stopgap funding
— Commercial aviation outlook as covid vaccination plans gain speed
— Boeing production outlook after delivering seven airplanes in November
— Looming concerns about treasuries as concerns grow about the financial health of major companies
— Brexit update as Washington rejects London’s request for waiver from European aircraft tariffs
— Incoming Biden administration’s trade views
— CSIS study on Comac’s 919 regional airliner
— German government’s purchase of Hensoldt stake, Rolls-Royce trading statement and UK defense plans
— France’s future nuclear powered aircraft carrier
— Market take on outgoing Trump administration’s 30-year shipbuilding plan
— Virgin Galactic’s aborted test and SpaceX’s Starship explodes on landing
— Look at 121st Army-Navy game amid covid as Black Knights beat Midshipmen 15-0 at West Point
