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 to discuss Wall Street’s fourth down week in a row as President Trump says a recession may be possible before his politics improve the economy and escalates his trade war against Europe and Canada; Congress avoids a government shutdown. but faces a full-year continuing resolution; Canada’s new prime pinister, Mark Carney, asks his defense minister to reconsider the country’s purchase of 88 F-35 Lighting II fighters; as European nations accelerate efforts to build capabilities, interest in additional US weapons abruptly wanes; Portugal reportedly decides against F-35s and Turkey opts for Eurofighters; former Airbus CEO Tom Enders urges Europe to focus on autonomous drones rather than high end platforms to quickly improve capabilities in the face of threats from east and west; and what to expect at Joanna Speed’s annual Aerospace Event in Beverly Hills March 17-18, 2025.
