Defense & Aerospace Report Podcast [Apr 10, ’23 Business Report]


On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to review the week on world markets as the US economy posted job growth but slower than in past quarters as investors debate whether the economy is in for a “soft” or “hard” landing as the Federal Reserve continues to battle inflation, analysis of statements by House China committee chair Rep. Mike Gallagher,” R-Wisc., that economic decoupling with Beijing would be selective on highly sensitive areas rather than across the board, implications of French President Emmanuel Macron’s statements on the need for Europe to not get pulled into rising US-China tensions and the need to reduce dependency on the US and the dollar in the wake of his visit to Beijing along with European Commission President Ursula von der Leyen’s trip to Beijing, China’s Airbus orders and the European jet maker’s second final assembly line in Tianjin, Virgin Orbit’s bankruptcy, what’s next in the wake of the Government Accountability Office’s decision to reject Lockheed Martin and Boeing protest of the US Army’s Future Long-Range Assault Aircraft Award to Bell, and Leonardo DRS’ $1 billion award to deliver electric propulsion for the US Navy’s Columbia-class ballistic missile submarine.

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