On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Look at aerospace and defense stock performance as the US and EU settle the 17-year running battle between Airbus and Boeing over whether aircraft support constitute illegal subsidies
— Commercial air travel update as US travel improves and EU members move to open borders
— Airbus program update
— CFM International’s new RISE open rotor engine
— Net zero commitment by Rolls-Royce
— Implications of delays to key Boeing programs including Äïr Force One, the T-7 trainer and move by Air Force seeking a “bridge” tanker in wake of KC-46 delays
— Outlook for Boeing as giant suffers from commercial and defense challenges and when bad newsflow with drive management reaction
