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:
— Performance of aerospace and defense companies on Wall Street as America steadily returns to normal
— Outlook for air travel as Delta variant of covid on the rise in 85 countries, including US where 35 percent of the population haven’t been vaccinated
— Look ahead to expected announcement by United for several hundred new narrow body airliners
— Boeing outlook as chief lobbyist Tim Keating abruptly leaves the giant without explanation as questions mount about whether the company has the engineering and management capacity for a turnaround
— Biden administration move to forge national industrial strategy and whether Washington may have to intervene on Boeing’s behalf
— Industrial strategy and the creation of Airbus
— Russia fires shots across HMS Defender’s bow
— Outlook for merger between Cobham and Ultra
— News reports that F-35 Lightning II fighter leads technical evaluation in Switzerland’s competition for a new jet to replace aging F-18 and F-5 aircraft
— Biden administration’s move away from products made by forced labor in Xinjiang
