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:
— Weekly update on defense and aerospace share performance on capital markets
— Commercial air traffic as US travels picks up, India suffers massive covid wave and Europe continues to struggle
— Impact of India slowdown on Airbus and Boeing
— Qatar CEO Akbar al Baker warning of slow travel recovery
— Delta Air Line’s decision to buy Airbus’ A321neo jet
— Boeing’s decision to retire CFO Greg Smith and prolong CEO Dave Calhoun’s tenure
— Leonardo’s move to acquire stake in Hensoldt
— Lockheed Martin, Honeywell, CACI, Saab, and Rheinmetall earnings
— Look ahead to Dassault Aviation’s unveiling of Future Falcon business jet
— Takeaways from House Armed Services Committee hearing on F-35 Lightning II fighter
— Implications of loss of the Indonesian Navy submarine Nanggala with all 53 aboard last week
