Defense & Aerospace Report Podcast [Jul 09, ’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 discuss the week on world markets as investors ponder next Federal Reserve inflation fighting steps as new US job creations slows as unemployment reaches 3.6 percent and wages remain unexpected strong, Treasury Secretary Janet Yellin’s trip to Beijing where she protests treatment of American firms but urges economic cooperation including on climate, union approves Spirit AeroSystems’ 36 percent pay rise offer and return to work, management, Rheinmetall secures key role on F-35 Lighting II program as second center fuselage maker, Global Combat Aircraft Program sets sights on the heavy fighter market to date dominated by US with F-15, US decides to equip Ukraine with cluster munitions as Kyiv’s stock of munitions as well as America’s dwindles and steps to bolster munitions production as an alliance.


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