Defense & Aerospace Report Podcast [Jun 08, ’24 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 host Vago Muradian discuss aerospace and defense stock performance on Wall Street on stronger than expected US jobs growth dampens prospect of rapid interest rate cuts as the European Central Bank cuts borrowing rates; Airbus, Boeing and Embraer report May deliveries; Boeing’s CEO Dave Calhoun to testify before Congress on June 18 as the company’s Starliner spacecraft makes its maiden launch to orbit; SpaceX’s giant Starship makes its fourth and most successful flight; Chemring issues results and Kongsberg holds its capital markets day; more Eurofighters for Germany, more F-35s for Israel and France pledges Mirage jets to Ukraine; our team’s takeaways from visits to Poland and Washington; and the legacy of Apollo 8 astronaut and former General Dynamics Chairman and CEO Bill Anders who died June 7 at age 90 when his T-34 crashed in Washington state.

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