Defense & Aerospace Report Podcast [Jun 12, ’22 Business Report]


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.
— US and European aerospace and defense stock performance as inflation hits a 40-year high of 8.6 percent, 70 percent of economists fear US will have a recession next year and worries most that oil will hit $150 a barrel
— Impact of high oil prices on air travel and airlines
— Inflation impact on defense contracts as well as commercial aircraft pricing via escalation clauses
— Raytheon Technologies to move headquarters to northern Virginia
— Strategic partnership between Spirit Aerosystems and Sierra Nevada on space systems
— Moscow driver merger of aircraft makers MiG and Sukhoi
— Dassault Aviation CEO Eric Trappier’s comments to France’s National Assembly on France-Germany-Spain SCAF fighter effort
— Look at new crop of unmanned aircraft in Bentonville, Ark., last week
— Update on Russia’s war on Ukraine and likely key topics at Eurosatory land warfare exposition next week in Paris

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