Defense & Aerospace Report Podcast [Sep 11, ’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.
— Defense and aerospace stock performance as Wall Street has its first winning week in a month

— European markets as pound and euro drop to new lows against the dollar as European Central Bank works common approach to fighting inflation and warns energy firms it might not be able to help with liquidity

— Global economic outlook as European struggles with energy and inflation, change in government in Rome sparks worries, Russia’s war on Ukraine continues and China’s covid lockdown spreads

— Ukraine’s counteroffensive gains ground from Russia as Washington pledges another $3 billion in arms for Kyiv and Eastern European NATO members

— What’s next from Russia as North Korea supplies millions of rockets and may deploy troops to help Moscow in Ukraine

— Whether a Russian military collapse would change rising defense spending levels

— Poland’s order of 96 AH-64E Apache attack helicopters from Boeing that would be Europe’s largest operator of the two-seat aircraft

— What next now that the Defense Contract Management Agency has halted delivery of Lockheed Martin’s F-35 Lightning II fighter after finding a banned Chinese alloy was included in a magnet made by a Honeywell subcontractor in all of the more than 800 jets already delivered

— What to expect from Britain’s new Prime Minister Liz Truss and her cabinet in which Ben Wallace remains defence secretary

— Legacy of Her Majesty Queen Elizabeth and her lifetime of exemplary service from World War II to seven decades on the throne and what to expect from King Charles and his extraordinary contacts among global leaders in government, industry and academia

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