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.
— Defense and aerospace stock performance on US and European markets
— Commercial air travel update, including new aircraft orders and deliveries
— Bombardier, BWXT, Hensoldt, Huntington Ingalls Industries, Leonardo, Rheinmetall, and Thales earnings
— Analysis of Dassault Aviation’s new Falcon 10X and implications for Bombardier and Gulfstream’s high end products
— Egypt’s decision to buy more Rafale fighter aircraft as well as Airbus A330 aerial tanker aircraft
— Letter from US lawmakers supporting Lockheed Martin’s F-35 Lightning II fighter
— Attributes of the Challenger III tank being upgraded for the British Army by the Rheinmetall BAE Systems Land joint venture