Monday Business Report

Monday Business Report
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Defense & Aerospace Report Podcast [May 21, ’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 market reaction to prospect that Washington may be nearing a debt deal and implications for defense spending, the implications on trade as G7 continues to sharpen sanctions on Russia and works to counter Beijing’s economic coercion, reports Biden administration will allow F-16 fighter operator to transfer their aircraft to Ukraine, Britain’s pilot training program, Boeing’s Cascade Climate Model Tool, Rolls-Royce’s UltraFan program, VistaJet’s financial woes, vulnerability of towed artillery in Ukraine, and impact of impact of Recip Tayyip Erdogan remaining in power.

Monday Business Report
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Defense & Aerospace Report Podcast [May 14, ’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 how US and overseas markets view a possible US debt default and how this latest debt drama is driving the development of new reserve currencies as an alternative to the US dollar including the Euro, prospect of future interest rate hikes by the Federal Reserve as inflation slows, whether central bankers will curb inflation without causing a recession, Germany’s order for 60 CH-47F Chinook helicopters from Boeing to replace the country’s fleet of CH-53 helicopters and what the deal means for Sikorsky’s CH-53K, the news that the T-7 Red Hawk trainer by Boeing and Saab for the US Air Force will be delayed by three years, NetJets’ $5 billion order for up to 250 Embraer Praetor 500 business jets, Turkish Airlines’ interest in up to 800 new jetliners, Virgin Orbital and Rocket Lab earnings, order for 300 Boeing 737 Max jets by Ryanair, and Germany’s latest $3 billion arms package for Ukraine that includes more tanks, vehicles, air defense missiles and ammunition.

Monday Business Report
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Defense & Aerospace Report Podcast [Apr 30, ’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 review the week on world markets as inflation worries persist, leading companies including Bombardier, Boeing, General Dynamics, Hexcel, L3Harris, MTU, Northrop Grumman, Raytheon and Safran report first 2023 quarter earnings, mounting concern of US debt default as Fitch downgrades France, impact of debt on ability of United States and its allies to continue increasing defense spending, persistent supply chain concerns as Pentagon works to ramp up production, orders fro Comac’s C919 and ARJ21 airliners, EU move to broker deal that allows Ukraine to export much-needed grain through Europe to world market, and UK military role in evacuation of British nationals from Sudan and preparations for coronation of King Charles III.

Monday Business Report
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Defense & Aerospace Report Podcast [Apr 23, ’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 review the week on world markets, debt ceiling watch, Babcock’s charge on its fixed-price contract on its new generation Type 31 frigate, new leadership at Leonardo and Bell, Lockheed Martin first quarter 2023 earnings and what to expect as the group reports, a look ahead to Airbus returns, impact of limited industrial capacity and how governments can help increase it, market implications of Russia’s increasing cyber as well as undersea espionage and intimidation, SpaceX’s maiden Starship flight and the merits of history’s biggest and most powerful rocket, and takeaways from the National Space Symposium.

Monday Business Report
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Defense & Aerospace Report Podcast [Apr 16, ’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 review the week on world markets as optimism of a “soft landing” for the US economy grows, the implications of strengthening British pound, the financial and market impact of revelations that the tail sections of 737 Max jets built over the past four years might contain defective components, the aftermath of French President Emmanuel Macron’s stance in the wake of his visit to Beijing, Brazilian President Lula da Silva’s agreement with China’s Xi Jinping to conduct trade directly in yuans and reals to undermine the US dollar, and the Pentagon’s new Defense Contract Finance Study.

Monday Business Report
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Defense & Aerospace Report Podcast [Apr 10, ’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 review the week on world markets as the US economy posted job growth but slower than in past quarters as investors debate whether the economy is in for a “soft” or “hard” landing as the Federal Reserve continues to battle inflation, analysis of statements by House China committee chair Rep. Mike Gallagher,” R-Wisc., that economic decoupling with Beijing would be selective on highly sensitive areas rather than across the board, implications of French President Emmanuel Macron’s statements on the need for Europe to not get pulled into rising US-China tensions and the need to reduce dependency on the US and the dollar in the wake of his visit to Beijing along with European Commission President Ursula von der Leyen’s trip to Beijing, China’s Airbus orders and the European jet maker’s second final assembly line in Tianjin, Virgin Orbit’s bankruptcy, what’s next in the wake of the Government Accountability Office’s decision to reject Lockheed Martin and Boeing protest of the US Army’s Future Long-Range Assault Aircraft Award to Bell, and Leonardo DRS’ $1 billion award to deliver electric propulsion for the US Navy’s Columbia-class ballistic missile submarine.

Monday Business Report
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Defense & Aerospace Report Podcast [Apr 02, ’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 review the week on world markets.

Monday Business Report
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Defense & Aerospace Report Podcast [Mar 26, ’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 review the week on world markets as the Federal Reserve and Bank of England raise interest rates to fight persistent inflation, the link between the banking crisis and increasing the US borrowing limit, outlook for Europe’s military helicopter industry as Australia joins Norway in grounding its NH-90 utility helicopters as week after Canberra decided to ditch its Tiger attack aircraft for Boeing AH-64 Apache, Boeing takes more charges on KC-46 Pegasus aerial tankers for the US Air Force as the service seeks to revamp it’s approach to future refueling aircraft, update on the 787 Dreamliner, takeaways from Bombardier’s virtual investors day, Virgin Orbit’s refinancing, Vladimir Putin’s meeting in Moscow with Xi Jinping, and an update on Russia’s war on Ukraine as Moscow’s offensive stalls as Kyiv prepares its offensive with new Western arms.

Monday Business Report
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Defense & Aerospace Report Podcast [Mar 19, ’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 joint Defense & Aerospace Report Editor Vago Muradian to review the week on world markets, implications of a banking crisis on defense and commercial aerospace suppliers as well as air carriers and leasing companies, market impact of Pentagon’s $842 billion budget request and the outcome of Britain’s integrated review, whether a recent contract awards and program moves by the US Air Force and Army constitute an effort to throw Boeing a lifeline through radar and tanker as well as attack helicopter contracts, how many more NATO aircraft could be made available to Kyiv now that Poland and Slovenia have agreed to send 17 of their MiG-29s to Ukraine, the broader implications of Russia’s downing of a US MQ-9 Reaper over the Black Sea, Rheinmetall’s strong earnings and bright future outlook as Europe’s most dynamic land systems maker, and analysis of the AUKUS deal to supply Australia with nuclear powered attack submarines and whether Canberra will develop a join submarine with UK after acquiring US-made Virginia-class boats.

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