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:
— Wall Street rallies on as positive earnings and encouraging American economic growth
— Airbus, Boeing, General Dynamics, L3Harris, MTU, Northrop Grumman, Raytheon Technologies, Saab and Thales earnings
— Whether pressure will mount on industry over share buybacks as political pressure mounts regarding the practice as President Biden criticizes ExxonMobil CEO Darren Woods
— Trade outlook as hardliners take power in Beijing and German Chancellor Olaf Scholtz prepares to lead trade delegation to China
— Boeing’s prospects in China as 737 Max quietly re-enters service
— UK Prime Minister Rishi Sunak retains Ben Wallace as defense secretary, but orders government-wide cuts including to military spending
— Market impact of Biden administration’s new National Defense Strategy as well as nuclear posture and missile defense reviews
— War update as Ukraine strikes Russian Black Sea Fleet in Sevastopol
