Defense & Aerospace Report Podcast [Feb 05, ’23 Business Report]

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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:
— US aerospace and defense stock performance as America posts stunning jobs figures and Federal Reserve makes .25 percent short term borrowing rate rise
— European performance by the group as Bank of England raises interest rates to fight inflation without sparking recession
— Impact of Chinese reconnaissance balloon flight across America and eventual shoot down as Beijing tries to warm relations itself has frosted with Washington and its allies
— Implications of Advent acquisition of Mercury Systems as the innovative US chip maker considers putting itself on the market and the private equity firm expresses interest in making a deal
— Boeing to open new 737 production line at the company’s giant plant in Everett, Wash.
— Update on supply chains and their impact on Airbus and Boeing production
— Legacy of Boeing 747 jetliner as the last of 1,574 of the iconic aircraft that revolutionized air travel was delivered to Atlas Air
— Update on the squabble between Qatar Airways and Airbus
— France and Italy order 700 Aster anti air missiles as part of broader European drive to improve capabilities
— What’s next as Russia steps up assault on Ukraine before Kyiv takes delivery of donated infantry fighting vehicles and tanks

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