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:
— Down broader market and performance of aerospace and defense group as Federal Reserve Chairman Jerome Powell’s remarks in Jackson Hole collide with Wall Street’s perceptions on battle against inflation
— Further decoupling between China and rest of the world on commercial aviation as well as industrials
— Update on Russia’s war on Ukraine and failure of European governments to more clearly explain that rising energy prices are Vladimir Putin’s fault
— Whether rising energy prices will force European governments to dial back support for Ukraine as Moscow continues to use energy as a weapon
— Impact on commercial and business aviation as Europe pushes for more environmental sustainability in the wake of record heat wave
— Australia’s acquisition of 60 Sikorsky UH-60 Black Hawk helicopters and delivery of Boeing-Leonardo MH-139 Grey Wolf aircraft to the US Air Force
— Lessons from NH-90 and Tiger programs for Airbus Helicopters
— Air Force Secretary Frank Kendall expresses interest interest in Australia’s Ghost Bat aircraft for USAF’s Next-Generation Air Dominance program
— Keel laying of the ninth Enterprise for the US Navy at HII’s Newport News Shipbuilding and outlook for multi-year contract for two more Ford-class aircraft carriers
— Impending launch of NASA’s Artemis mission on 42-day unmanned journey that returns America to the moon
