Defense & Aerospace Report Podcast [Apr 30, ’23 Business Report]


On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, 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 inflation worries persist, leading companies including Bombardier, Boeing, General Dynamics, Hexcel, L3Harris, MTU, Northrop Grumman, Raytheon and Safran report first 2023 quarter earnings, mounting concern of US debt default as Fitch downgrades France, impact of debt on ability of United States and its allies to continue increasing defense spending, persistent supply chain concerns as Pentagon works to ramp up production, orders fro Comac’s C919 and ARJ21 airliners, EU move to broker deal that allows Ukraine to export much-needed grain through Europe to world market, and UK military role in evacuation of British nationals from Sudan and preparations for coronation of King Charles III.

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