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 week on Wall Street that included drop in defense and aerospace equities
— Impact of Truss government’s announcement of tax cuts and higher government spending on the British pound and UK borrowing rates
— Longevity of the Truss administration and outlook on UK defense spending
— Beijing’s certification of Comac’s C919 regional jetliner as Boeing’s 737 Max faces certification challenges in America
— Rostec’s claim it will buy 1,000 Russian jetliners by 2030
— What Taiwan’s China Airlines’ purchase of 787 jetliners means for the wide-body market
— Transatlantic commitment to help Ukraine in its war against Russia and efforts to bolster depleting weapons stocks
— What Russia’s sabotage of both Nordstream pipelines means as Moscow signals it can also target Western undersea infrastructure
— Outlook for Boom’s drive to develop a new supersonic passenger aircraft in the wake of Rolls-Royce’s withdrawal from the program
