Defense & Aerospace Report Podcast [May 07, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, 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 impact of a potential US debt default on financial markets, holders in American debt and contractors as lawmakers in Washington scramble for a deal, analysis of first 2023 a quarter earnings reports by AerCap, Airbus, Air Lease, Embraer, HII, Leonardo, Rheinmetall, Spirit AeroSystems, and Thales, reports that Airbus might stretch its A220 jetliner as a replacement to the A320 to better compete against Boeing’s 737, the Pentagon steps up weapons production with its latest $1 billion contract for more Javelin antitank missiles, and an update on Russia’s war on Ukraine.