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.
Topics:
— A look at a tough week on Wall Street as investors grapple with GameStop gamma squeeze as well as outlook for covid vaccinations, stimulus and China
— Recap of 2020 earnings reports by Boeing, General Dynamics, Lockheed Martin, Northrop Grumman, Raytheon Technologies and others
— Deep dive on Boeing’s results including revelations on 777x and KC-46 Pegasus tanker as management mentions possible need for new commercial jetliner
— Air travel update and outlook for both Chinese market as well as US-China relationship
— France’s sale of Rafale fighters to Greece as Paris orders new planes for French Air Force
— Biden administration’s arms export shift on F-35 Lightning II fighters and precision weapons to the UAE
— The impact of covid, 737 Max grounding, shifting 787 production to Charleston and more on Pacific Northwest
— Preview of the Pacific Northwest Aerospace Alliance conference Feb. 8-11 w/ guest Brian Canfield, executive director of the Pacific Northwest Aerospace Alliance
