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:
— Wall Street reaction to defense and aerospace earnings reports that warned of supply chain and labor shortfalls, surprising investors
— Revenue warnings by aircraft makers Boeing, Lockheed Martin and Northrop Grumman
— Airbus, Safran and Thales earnings analysis
— Changing nature of the competition between Boeing and Airbus for orders and how the American firm may find it increasingly difficult to recover lost market share
— Business jet outlook as General Dynamics and Textron report earnings
— G20 newsflow including implications of global minimum tax and transatlantic agreement on aluminum and steel tariffs
— Whether the world faces another covid surge as virus spreads in Eastern Europe
— American Airlines’ operational challenges weeks after Southwest Airlines stumbles
— Likelihood Turkey gets F-16 Fighting Falcon jets from Washington after termination of its role in Lockheed Martin’s F-35 Lightning II stealth fighter program
