Monday Business Report

Monday Business Report
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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 host Vago Muradian to discuss a record-setting month on Wall Street, Texas opens an investigation into Sprit AeroSystems as even President Biden pokes fun at Boeing, Larry Culp says he’s staying at GE, the EU’s air safety regulator warns of growing risks as his budget is squeezed, lessons from Gulfstream as the FAA certifies the G700 and the company focuses on the G800, France supplies more weapons to Ukraine as its defense minister warns defense firms to step up deliveries or face requisitioning, Paris reaffirms its support to help Brazil build nuclear attack submarines now some 16 years after the deal was first announced, and Indonesia orders two offshore patrol vessels from Indonesia.

Monday Business Report
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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 host Vago Muradian to discuss defense and aerospace stock performance on the year’s best week on Wall Street, Washington keeps the government open, confronted with problems on both its commercial aircraft AND defense programs, Boeing says it will post losses of between $4-5 billion in 2024 as it divests small pieces of its defense business, the Chinese government’s decision to strip its computers and networks of US chips and software, the FBI says passengers aboard the Alaska Airlines’ Boeing 737 Max jetliner that suffered a door plug blowout out might be crime victims, Britain and Australia strike a $3 billion partnership between ASC and BAE Systems to build Australia’s nuclear attack submarines, GCAP criticism and Sweden’s fighter plans, and a takeaways from one of the best commercial aerospace conferences in the world, The Aerospace Event in Beverly Hills last week.

Monday Business Report
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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 host Vago Muradian to discuss impact of higher than expected inflation and producer prices on Wall Street dashing hopes of interest rate cuts anytime soon, the federal investigation into Boeing is ramping up as airlines now project losses because of slower deliveries from the jetmaker and groundings combined with new delays on KC-46 Pegasus tankers and Boeing-Saab T-7 Red Hawk trainers, the Pentagon clears Lockheed Martin for full-rate F-35 Lighting II fighter production, France’s Emmanuel Macron, Germany’s Olaf Scholtz and Poland’s Donald Tusk agree to help increase weapons production in Ukraine as quickly as possible, US weapons makers are increasing production, Rheinmetall earnings, the Netherlands picks France’s Naval Group over ThyssenKrupp and Saab to build its future submarines, SpaceX launches its third starship as reports say the company landed a top secret contract for hundreds of spy satellites, and a look ahead to Joanna Speed’s The Aerospace Event conference in Los Angeles on March 19.

Monday Business Report
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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 host Vago Muradian to discuss another big week on Wall Street as Federal Reserve Chairman Jerome Powell says interest rates will be cut this year, impact of President Biden’s state of the union address at home and aboard, more bad news for Boeing as Justice Department reportedly opens criminal investigation into blowout of a door plug on an Alaska Airlines 737 Max jet, Federal Aviation Administration confirms rudder pedal incident on a United 737 Max jet, implications of Biden’s comments seeking to close business aviation loopholes, update on Dassault Aviation’s results including Falcon business jet and Rafale fighter production rates, Palantir beats Raytheon to win US Army’s TITAN battlefield targeting system contract, Russia discloses conversation among German generals discussing the export of Taurus cruise missiles to Ukraine and how France and Britain help Kyiv target the weapons, Moscow’s brazen missile strike that landed 300 feet from Greece and Ukraine’s leaders in Odesa, and United Airlines recent spate of emergency landings and incidents.

Monday Business Report
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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 host Vago Muradian to discuss defense and aerospace stock performance last week as markets roared, Boeing considers buying Spirit AeroSystems, Leonardo and MTU results, BoA’s report on what the Air Force’s Next Generation Air Dominance aircraft might look like, Russia’s nuclear threats prompts German Chancellor Olaf Scholtz denies sending Taurus cruise missiles to Ukraine and criticizes Britain and France for escalating tensions with Moscow by furnishing Kyiv with precision weapons.

Monday Business Report
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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 host Vago Muradian to discuss another big week on Wall Street; budget uncertainty in Washington as well as France and Germany; the slow pace of Western rearmament, leadership changes at Boeing to improve production quality; whether business travel will decline with changes in how many work and high pricing; earnings analysis as BAE Systems, Garmin, Hensoldt, Hexcel, MTU, and Rolls-Royce report; Washington’s 500 new sanctions on Russia in the wake of the killing of opposition leader Alexei Navalny; Hungary’s decision to buy 18 Saab Gripen C/D fighters that it started leasing in 2001 as signal of Budapest’s approval of Sweden’s NATO membership; and takeaways from the Singapore Airshow.

Monday Business Report
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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 host Vago Muradian to discuss market’s new worries about higher shipping costs as traffic diverts around Africa in wake of Houthi Red Sea attacks, China’s deepening economic woes, Airbus earnings and what results mean for Boeing, US Air Force’s reoptimization for great power conflict, drive to accelerate programs like Next Generation Air Dominance as well as move to allow three of five Collaborative Combat Aircraft competitors to advance in Increment One of the effort, Ukraine begs for more aid and strikes security and arms deals with France and Germany as GOP lawmakers balk on helping Kyiv, and expectations for the Singapore Air Show.

Monday Business Report
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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 host Vago Muradian to discuss performance of the group as the Standard & Poor’s 500 hits an all time high, more production problems on 50 new Boeing jets, Spirit AeroSystems suspends 2024 guidance, whether United Airlines will cancel its order for 100 Max 10 jets, after billions of dollars in investment, the the US Army cancels its Future Armed Reconnaissance Aircraft, Babcock and Saab capital markets days, and Ukraine’s new military leadership.

Monday Business Report
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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 host Vago Muradian to discuss strong US jobs growth and declining inflation, the paradox of increasing air travel demand and declining fares, HII’s strong results, Boeing’s decision to suspend financial guidance for 2024 as management focuses on improving quality and withdrawal of request for a limited exemption for the 737 Max 7 engine inlet deicing system, the EU’s $54 billion economic aid package for Ukraine, and Washington’s decision to approve 40 F-16 Fighting Falcon fighters for Turkey and 40 F-35 Lightning II strike jets for Greece.

Monday Business Report
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e. Even if I’m run over.
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 another strong week on Wall Street on reports that the US economy grew faster than anticipated in the last 2023 quarter, earnings reports, Boeing’s CEO appears on Capitol Hill as Alaska and United airlines CEOs blast the jetmaker and Sen. Maria Cantwell announces hearings, NATO orders $1.2 billion in new artillery shells as hopes of more Ukraine aid from America continue to dim, US Navy secretary suggests Britain needs a bigger military, UK Defence Secretary Grant Shapps argues for more ships and the Chief of the General Staff says it’s time for conscription.

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