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 AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Defense and aerospace stock performance during a roller coast week on US and European markets
— Key news flow for the week, including Quebec government’s investment in Airbus’ A220, and earnings analysis as companies struggle with supply chain problems
— British Prime Minister Boris Johnson’s political fate and whether UK Defence Secretary Ben Wallace will succeed Jens Stoltenberg as NATO Secretary General later this year
— Qatar’s decision to acquire 50 Boeing 777 freighters, weeks after Airbus cancelled the Gulf carrier’s aircraft order
— Implications of rising inflation rates on the aerospace and defense sector
— How the United States Innovation and Competition Act as well as America COMPETES Act will impact US industry
— Europe’s efforts to improve competitive capabilities against China
— US-Japan agreement to develop hypersonic, counter hypersonic, artificial intelligence and quantum computing technologies
— Commercial satellite imagery of novel aircraft under development at US Air Force’s Area 51 test complex
