Defense & Aerospace Report Podcast [Sep 18, ’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.
— Performance of defense and aerospace equities during “brutal” week on Wall Street driven by recession fears after Federal Reserve suggests higher rates and FedEx posts 22 percent drop
— UK and European efforts to control energy prices as EC President Ursula von der Leyen warns of tougher times ahead
— Right-wing political successes in Italy and Sweden and whether they undermine EU cohesion
— Ukraine makes more battlefield gains against Russian forces as Vladimir Putin rebuked by Xi Jinping who makes clear the limits on the partnership between the countries and Narendra Modi calls for peace
— US-China decoupling accelerate as Beijing sanctions Raytheon Technologies CEO Greg Hayes and Ted Colbert, president and CEO of Boeing Defense, Space & Security
— Statement by Hayes that Boeing’s narrow-body airliner market share is likely to drop to 40 percent by 2025
— Look head to Airbus Capital Markets day next week
— The US Air Force’s Adaptive Engine Technology Program and whether the F-35 Lightning II fighter will get a new power plane to improve range and performance
— What to expect at the Air Force Association’s 2022 Air Space Cyber conference and trade show that celebrates the 75th anniversary of the US Air Force

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