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:
— Aerospace and defense stock performance as US posts strong jobs growth and Britain prepares interest rate hike
— Preview of Airbus earnings to be released Feb. 16
— Update of commercial aerospace market trends
— Boeing, CACI, Crane, General Dynamics, Hexcel, L3Harris, Lockheed Martin, Northrop Grumman, Raytheon Technologies, Teledyne and Textron report earnings
— C-suite defense budget outlook as concerns in Washington mount over debt and Biden administration prepares spending request that includes $30 billion increase
— Analysis of Boeing’s delivery figures and drive to hire 10,000 new workers, Northrop’s disclosure of B-21 Raider bomber delays, and Raytheon’s reorganization
— Challenge Boeing will face recruiting, retaining and training talent and future of giant Everett facility as 747 production ends as last jet delivered on Jan. 31
— Whether combat aviation will be exported next now that Washington, London and Berlin have approved tank exports to Ukraine
