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:
— Aerospace and defense stock performance as Wall Street worries about inflation and outlook for US-China relations
— Air travel trends as US passenger traffic rises with vaccinations and Europe locks down again
— All eyes on Chinese re-certification of Boeing’s 737 Max given China’s market constitutes a third of demand for the single-aisle jetliner
— Outlook for approval of GE-AerCap merger as leading voices like IATA Chief Executive Alexandre de Juniac question further consolidation
— Embraer and Rheinmetall earnings
— Airbus defense chief Dirk Hoke’s testimony to France’s National Assembly over SCAF collaboration with a restive Dassault Aviation that’s discussed the need for a “Plan B” for the Franco-German-Spanish project
— Impact of Wall Street Journal report of uncontained blade failures involving engines on Boeing 777 and 737 aircraft
— The Johnson government’s 114-page “Global Britain in a competitive age” report
— Outlook on air taxis as investors pour billions into automated urban air mobility systems developed by giant contractors as well as startups worldwide
