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 Wall Street ends on a high on stronger than expected US jobs growth, French Prime Minister Emmanuel Macron tells US financiers how grave the country’s financial situation is, Xi Jinping announces a major government stimulus plan as the People’s Republic of China celebrates its 75th anniversary, Boeing’s strike continues as the company’s management considers the scope of an equity raise and questions arise about the valuation of the planned acquisition of Spirit AeroSystems, and as Iran strikes Israel with history’s largest ballistic missile attack, some thoughts on the economics of air and missile defense.

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 Wall Street sets another record on sinking inflation and more Fed rate cuts; Boeing’s strike continues as questions arise about CEO Kelly Ortberg’s leadership; the National Transportation Safety Board recommends action on Boeing 737 jetliners after a recent rudder incident on a United Airlines flight; HII’s Newport News Shipbuilding discovered and reported to the Navy that one of its workers had “knowingly” made defective welds in submarines and aircraft carriers, although not in critical areas; suddenly blended-wing-body aircraft have become all the rage as the COP29 climate summit prepares to convene Nov. 11-22 in Azerbaijan; President Biden’s denial of permission for Western nations to allow Ukraine to use donated weapons against Russia; budget challenges across Europe; and a far right win in Austria.

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 another big week on Wall Street after a larger than expected Federal Reserve rate cut; the industrial impact of President Biden’s decision to use US arms export regulations to veto Britain and France’s desire to allow Ukraine to use their weapons against Russia; with Boeing machinists on strike, CEO Kelly Ortberg initiates a furlough plan suggesting a longer work stoppage; news report that Ted Colbert will be replaced by Steve Parker at Boeing Defense Space and Security; China Development Bank’s order 80 Airbus A320 and 50 Boeing Max jets; duration of strike by workers at Textron’s Cessna and Hawker; the US Army picksAnduril’s Ghost X and Performance Drone Works’ C-100 as the service’s company-level “attritable” drone; Rob Dewar, father of the Bombardier C series, joins JetZero; outlook for the penetrating counter air element of the US Air Force’s Next-Generation Air Dominance family of programs in the wake of the Air and Space Forces Association’s annual Air Space Cyber conference last week and possible substitutes for the high-end manned fighter; what a new USAF plan means for the UK-Italy-Japan Global Combat Aircraft Program or the SCAF effort involving France, Germany and Spain; the USAF’s request for information for a next-generation tanker; the credit rating implications of a lengthy Boeing strike; and the Boeing-Embraer agreement after the American company called off its union with the Brazilian firm.

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 Wall Street’s best week of the year as Federal Reserve Chairman Jerome Powell announces roadmap to cut short-term borrowing rates; Boeing’s International Association of Machinists and Aerospace Workers overwhelmingly vote to strike; analysis of the market prospects for the innovative RISE engine developed by GE and Safran through their CFM partnership that just celebrated its 50th anniversary; Northrop Grumman CEO Kathy Warden says that the company is willing reenter the Air Force’s Penetrating Counter-Air program as service leaders reconsider the requirements for the key element of the Next Generation Air Dominance effort; Netherlands is buying six more F-35 fighters; the dual between Lockheed Martin’s C-130 and Embraer’s KC-390 transports; and what to expect at the Air and Space Forces’ Association’s annual Air Space Cyber conference next week.

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 a down week on Wall Street ending in a hard sell off; Airbus and Embraer release their order and delivery figures; Pentagon acquisition and sustainment undersecretary Dr. Bill LaPlante’s decision to rescind a key approval for the the Milestone B approval of the US Air Force’s Sentinel Next Generation Strategic Deterrent program led by Northrop Grumman; the European Air Safety Agency has ordered inspections of Rolls Royce engines on Airbus 350-1000 jets after a fire on a Cathay Pacific airliner; Boeing’s unionized workers will vote Sept. 12 on whether to strike; the Air Force will buy from Boeing more of Leonardo’s MH-139 Grey Wolf helicopters; NASA prepares to return the Boeing’s StarLiner spacecraft to earth; with the Pentagon’s decision to extend the lifespan of the F-35 Lightning II fighter program from 2077 to 2088, the total program cost is up to $2 trillion even as unit prices for the jets are coming down; Philippine’s interest in 40 new combat aircraft.

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 Wall Street ended the week strong before the Labor Day holiday, the US government hits RTX with a $200 million fine for improperly sharing technology with China as analysts ask whether more companies will also be penalized, Serbia orders Rafale fighters by Dassault Aviation while Thailand opts for the E- and F-model of the Gripen by Saab, whey Airbus and Sikorsky both decided against bidding for a UK helicopter contract, UK defense budget outlook as Starmer government makes clear cuts are coming, Britain and Germany strike a wide-ranging treaty that spans defense, science, technology and deeper economic cooperation, defense industrial implications as Germany’s right wing AFD party gains ground in Thuringia, and Britain concludes arms being used by Israel in Gaza could be used in violation of international humanitarian law, immediately suspending 30 licenses for components for fighter planes, helicopters and drones.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss Federal Reserve Chairman Jerome Powell’s statement that the central bank would cut interest rates by half a percent especially after employment figures were adjusted downward; Sierra Nevada wins the US Army’s High Accuracy Detection and Exploitation System or HADES spyplane contract; Boeing sells 36 new AH-64 helicopters to South Korea, but the company’s 777X jetliner is grounded after the company discovered a structural issue that will be expensive to fix; the last of 23 VH-92 helicopters were delivered to the Marine Corps by Lockheed Martin’s Sikorsky as the president’s new helicopter, but it can’t replace aging Blackhawks and Sea Kings until the new aircraft is cleared to land on the White House lawn; companies like Bell that selected Spirit AeroSystems for defense aerostructures work are said to be considering ending those contracts after Boeing buys its former unit; and NASA decides two astronauts stuck in space since their Boeing StarLiner experienced problems on its maiden flight to the International Space Station will return to earth aboard a SpaceX Crew Dragon spacecraft in February.

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 world markets rocked by Japan’s biggest stock plunge since 1987; Boeing’s new CEO Kelly Ortberg tells employees he and his team will be walking factory floors — and does so on Day One at the company’s helm; NASA suggests that two astronauts launched on Boeing’s StarLiner spacecraft in June might have to be recovered by SpaceX next February; Rheinmetall posts record-breaking sales; Anduril raises $1.5 billion to “rebuild the arsenal of democracy” by “hyperscale” hiring, investment and facilities for new weapons production; a Voepass airlines ATR 72 regional turboprop crashed outside Sao Paolo killing all 62 aboard; British Airways and Virgin have both suspended flights to China; and Joby Aviation claims it will start commercial air taxi services in Dubai next year.

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 Wall Street meltdown on a sharper than expected drop in new jobs even as the Federal Reserve said rate cuts are imminent; Boeing taps one of the industry host highly regarded retirees — former Collins CEO Kelly Ortberg — as its new chief executive as the company also reports dismal earnings and needs to raise capital; Airbus, BAE Systems, MTU, and Rolls-Royce also report earnings; and the Air Force says still going to develop a new, six-generation manned fighter even as it rethinks the penetrating counter air portion of the Next-Generation Air Dominance program.

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 an upcoming week on Wall Street after a shaky start on lower than expected inflation and strong profits; American Airlines joins Delta and United in posting muted earnings prompting questions whether the jetliner market is cooling as the world’s aerospace and defense leaders gathered at a muted Farnborough Air Show; Boeing nears an announcement of a new CEO; Leonardo CEO Roberto Cingolani says that he’s “personally” ok with Saudi Arabia joining Britain and Japan in the Global Combat Air Program even as Japanese officials suggest doing so would create reputational risk; and Babcock, Bombardier, Booz Allen Hamilton, Dassault, General Dynamics, General Electric, L3 Harris, Lockheed Martin, Northrop Grumman, RTX, Textron and Thales all report earnings.