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:
— Week on world markets as Federal Reserve Chair Jerome Powell suggests a less hawkish stance on future interest rate hikes
— Look at Bombardier, HII, Saab, Spirit AeroSystems, and Transdigm Group earnings as Europe looks to results from Airbus, Safran and others
— Mitsubishi cancels the SpaceJet program and what the move says about the regional aircraft market
— Washington approves $10 billion arms package for Poland and impact of Norway’s decision to opt for 54 new Leopard over Korea’s K2 tanks
— Outlook for NATO approval of Western combat aircraft for Ukraine as Volodymyr Zelenskyy takes his case for fighters to UK Parliament and allies
— Roundup of President Biden’s State of the Union address and market expectations of the administration’s upcoming defense budget request
— Analysis of the downing of two additional craft over US and Canadian airspace in the wake of the shoot down of a Chinese spy balloon last week
— Takeaways from the Pacific Northwest Aerospace Alliance conference last week in Seattle
— Update on Air India’s order for some 500 Airbus and Boeing jetliners
