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 broader market performance in wake of $1.9 trillion US stimulus package and rising air travel as Wall Street worries about inflation
— Analysis of Boeing 737 orders, GECAS-AerCap deal, Airbus interest in building freighters, and Rolls-Royce outlook
— How air travel will change in the wake of the pandemic as air carriers try to lure business customers with perks like vaccine passports, all business-class seating and snacks
— Transatlantic tensions over vaccine availability as Europe struggles to boost inoculations
— Air safety as airlines bring back aircraft and aircrews sidelined by coronavirus
— Britain’s sweeping defense, security, diplomatic and foreign aid review
— Wall Street’s defense spending expectations of the Biden administration as Pentagon budget projected to be $738 billion
— Updated view of the F-35 Lightning II fighter program
