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:
— A recap of aerospace and defense stock performance on a short Wall Street training week as well as world markets
— Reuters report that Airbus might miss delivery targets on slowed jet engine production
— US and European efforts to ramp up precision weapons and munitions production
— Outlook for air travel as US Thanksgiving traffic hits prepandemic levels
— Global implications of anti-covid lockdown riots hit Foxconn’s massive Zhengzhou facility and demonstrations erupt across China
— Japan’s interest in joining the UK-loved Tempest future combat aircraft programs that includes Italy and Sweden
— Poland’s order for two signals intelligence ships from Sweden’s Saab under $700 million contract
— Brazil’s $2 billion order for tank destroyer vehicles from Leonardo and IVECO
— Britain’s decision to export six ex-UK military Sea King helicopters to Ukraine and whether the move opens the door for transfer of higher-end combat aircraft and systems like Patriot air defense missile batteries to Kyiv
— Bulgaria’s F-16 fighter order as Lockheed Martin completes relocation of Fighting Falcon production line from Fort Worth to Greenville, SC
