Defense & Aerospace Report Podcast [Dec 19, ’21 Business Report]

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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:
— Market reaction to Federal Reserve’s decision to raise interest rates to control inflation, passage of the National Defense Authorization Act and collapse of President Biden’s $1.75 trillion Build Back Better initiative
— Impact of surging covid infection rates on once-bullish air travel forecasts through the holidays and beyond
— Airbus A350F freighter and A321neo jetliner orders
— Challenges facing Boeing’s 787 program as Italian authorities investigate subcontractor MPS that supplied defective titanium parts to Leonardo that makes carbon composite aircraft components for the wide-body aircraft
— Delays on Boeing’s Space Launch System
— Latest on British Army’s Ajax cavalry vehicle
— Resignation of UK Brexit negotiator Lord Frost and growing perception that Boris Johnson will be out as prime minister by mid-2022
— Will governments will resort to more covid stimulus as pandemic is prolonged and whether failure of BBB frees resources in Washington to fight pandemic
— Big stories of 2021 that will shape 2022

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