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:
— Defense and aerospace stock performance as Wall Street has it’s best day in two years driven by lower than expected US Consumer Price Index raising hopes that Federal Reserve will forego additional planned short-term borrowing rate increases to reduce inflation
— Investor views of US midterm election outcome consistent with expectations that Democrats control Senate and Republicans narrowly retake House
— What to expect from President Biden’s meeting with China’s Xi Jinping on Monday at G20 meeting in Bali
— France’s updated defense strategy that notes the centrality of NATO and need for greater investment in capabilities
— Key takeaways from Zhuhai Air Show including analysis Comac’s announcement of 330 new orders for C919 jets and ARJ21 regional aircraft and latest partnership between Boeing and the Chinese jetmaker to develop sustainable aviation technologies
— Whether China can advance its commercial aviation industry without Western support as great decoupling with Beijing continues
— Update on war as Ukraine liberates Kherson from brutal Russian occupation
— Bulgaria’s decision to buy eight new Lockheed Martin F-16 Block 70 jets from and Indonesia’s interest in 36 new Boeing F-15 fighters
— South Korea’s growing role in rearming Europe and Ukraine
