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 markets and inflation outlook
— Commercial air travel update as UK institutes tough new entry requirements as experts worry that covid may be here to stay despite vaccines
— Implications if Southwest Airlines buys Airbus A220-300 jetliners as news reports suggest the Dallas-based carrier wants to diversify its all Boeing 737 fleet
— United Airlines resumes 737 Max service as Boeing’s APU JV with Safran falls through
— Bombardier, CAE, Embraer, Saab and Transdigm earnings and a look ahead to Airbus and Dassault results
— Prospects fir a major defense and aerospace prime to acquire Embraer to bolster commercial aviation footprint
— Negotiations between France and Germany expose tensions over the SCAF combat aircraft program
