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:
— Aerospace and defense stock performance in Europe as Western government brace for Russian invasion of Ukraine
— Gauging magnitude of expected defense spending increases as European governments bolster munitions and battlefield weapon inventories
— Look at CAE, Huntington Ingalls Industries, Saab and Triumph Group earnings and Rheinmetall’s pre-announcement
— Worldwide commercial air travel update as omicron wave dissipates
— Indonesia’s selection of the Rafale by Dassault Aviation over Su-35 by Sukhoi, and implications of for French-German-Spanish SCAF program
— Late US move to entice Jakarta to embrace Boeing’s F-15
— French push to return Rafale to Canada’s contest for a new fighter now involving Lockheed Martin’s F-35A Lightning II and Saab’s JAS-39E/F Gripen
— Takeaways from the Pacific Northwest Aerospace Alliance annual conference
