Defense & Aerospace Report Podcast [Sep 25, ’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 defense and aerospace equities as world markets react to rising interest and yield rates as signs of impending recession
— Impact of rising dollar as pound and euro fall, and British government rolls out new budget that includes tax cuts
— Takeaways from Airbus’ capital markets day as CEO Guillaume Faury discusses inflation, supply chains, jetliner production rates, market share versus Boeing, sustainable aviation, importance of defense and corporate governance
— Move by Chinese air carrier Xiamen Airlines with an all-Boeing fleet to cancel order for 27 Boeing 737 Max jets in favor of 40 Airbus A320 aircraft
— Securities and Exchange Commission fines Boeing $200 million and former CEO Muilenburg $1 million over statements in wake of two 737 Max crashes that killed 346
— Update on Russia’s war on Ukraine as Vladimir Putin mobilizes reserves and renews nuclear threats
— Analysis of newsflow from the Air Force Association’s Air Space Cyber conference including the Next-Generation Air Dominance program, the Collaborative Combat Aircraft, the B-21 bomber, the new partnership between L3Harris and Embraer on the KC-390 program
— Outlook for the Russo-Ukrainian war as Moscow mobilizes reserves as winter approaches
— Truss government launches defense review as British military performs flawlessly during funeral ceremonies for late Queen Elizabeth

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