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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 US firms including RTX and Spirit AeroSystems raise funds, as the US government faces another shutdown threat; third quarter earnings from Airbus, Chemring, Hensoldt, Leonardo, Rheinmetall, TransDigm; Airbus’ relationship with Spirit AeroSystems; pre-reports; Federal Aviation Administration recommends grounding business jets powered by Pratt & Whitney engines that may contain components made of potentially contaminated powdered metal; GE Aerospace pays nearly $10 million to settle accusation it furnished the Army and Navy with parts that were improperly inspected or not to specification; Boeing subjected to apparent ransomeware attack that leads to disclosure of propriety data; and storyline expectations from the Dubai Airshow.

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 the Federal Reserve increase in short term borrowing rates slow new jobs growth; earnings trends as Bombardier, BWXT Technologies, Garmin, HII, Howmet, Leonardo DRS, Parsons, Thales report third quarter earnings and Spirit AeroSystems pre-reports; implications of Germany quitting partnership in the SCAF future fighter effort with France and Spain to join the British-led Tempest or Global Combat Air Program with Italy and Japan; the future of combat air capabilities and the balance between manned systems like Tempest, SCAF and the US Air Force’s Next Generation Air Dominance program and sophisticated unmanned efforts like the Collaborative Combat Aircraft; the apparently different approaches of the two NGAD competitors — Boeing and Lockheed Martin; Lockheed Martin’s “re-scoped” reconnaissance capability; the surging global growth of Korean industry; and Russia’s war on Ukraine.