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 update and how mounting inflation concerns will impact defense and aerospace
— Commercial air travel trends as covid ravages India, Brazil and other nations
— Boeing earnings as company works to surmount production and engineering challenges across its commercial, defense and space lines
— Airbus outlook and how lessons learned from A380 super jumbo yielded a more successful A350 program
— Look at MTU, Northrop Grumman, Raytheon Technologies, Safran and other earnings
— Saab’s submits “best and final offer” to Helsinki as it pursues Finland’s contract for a new fighter to replace aging F/A-18 jets by Boeing
