Defense & Aerospace Report Podcast [Aug 13, ’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 inflation ticks up and investors debate when the Federal Reserve will start cutting short-term borrowing rates intended to fight inflation, whether current inflation is high relative to historical norms, look at CAE, Garmin, RocketLab, Rheinmetall, Spire, Teledyne, TransDigm earnings, Romania orders F-35 Lighting II fighters from Lockheed Martin as Indonesia orders 18 additional Rafale’s from Dassault Aviation, F-16 order book grows as US prepares to clear jets for Turkey as the Fighting Falcon prepares to celebrate its 50th anniversary, update on Ukraine’s counteroffensive and Russia’s efforts to intimidate shipping in the Black Sea.

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