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 as Wall Street worries about inflation, covid, China relations and trade, Suez Canal closure and global supply chains
— Commercial air travel outlook as vaccinations increase and US travel confidence rises as Europe locks down
— Airliner pricing as demand for travel and aircraft rises
— Economic decoupling between China and the world as Beijing lashes out after Britain, Canada and EU adopt US sanctions
— Implications of China’s deepening alliances with Russia, Iran and partnerships worldwide
— Analysis of Britain’s Integrated Review and defense command paper that cut platforms to free investment for future capabilities
— Review of F-35 Lightning II outlook
