Defense & Aerospace Report Podcast [Jan 17, 21 Business Report]


On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, we look ahead to 2021 with “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.


— Market analysis as covid deaths and hospitalizations spike, 1 million lose their jobs, Trump impeached for a second time and Biden announced $1.9 trillion stimulus and vaccination plans
— Commercial air travel update, UK travel suspensions, downturn in Chinese passenger figures
— Impact of travel trends on Airbus and Boeing production rates
— Outlook for Airbus-Boeing duopoly
— How failure of Space Launch System first stage during a test plays into market perceptions of Boeing
— Babcock profit warning
— Memorandum of Understanding among UK, Sweden and Italy on development of Tempest combat aircraft
— UK National Audit Office report that Ministry of Defence’s plans outstrip expected resources by 17 billion pounds
— Assessment of the Trump administrations defense, economic and foreign trade legacy

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