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:
— Defense and aerospace stock performance on Wall Street as markets worry about inflation if Congress passes President Biden’s $1.9 trillion covid stimulus on the heels of a nearly $1 trillion package approved weeks ago
— Air travel update as vaccinations accelerate worldwide, but EU nations lag behind
— News reports that Boeing is back to eying a twin-aisle aircraft as its next middle market airliner and 777X
— Update on Switzerland’s competition to replace its F/A-18 Hornet fleet
— Australia’s drive to acquire 12 large conventional submarines from France’s Naval Group to replace its six Collins-class boats
— Saab and Rheinmetall outlook, plus Triumph earnings
