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:
— Broader market response and defense and aerospace stock performance in the wake of President Biden’s $2.2 trillion infrastructure proposal and the tax hikes necessary to pay for it
— Rising US commercial air travel as airlines cope with increasing demand
— Implications of growing traffic on aircraft makers like Airbus, Boeing and Embraer
— Look ahead to Airbus figures next week and outlook for 2021 production
— Boeing CEO Dave Calhoun’s call for nations to separate their human rights concerns with Chinese leaders from trade
— How Washington’s efforts to rally allies and partners against China will influence global trade with Beijing, including commercial aircraft sales
— Reported agreement between Airbus defense and Dassault on development of next generation French-German-Spanish combat aircraft
— SPACs and urban air mobility
