Monday Business Report

Monday Business Report
0

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 outlook in Washington as worries mouth regarding more Ukraine funding and what that tells allies and partners worldwide, growing number of parked aircraft as ticket prices drop, delivery and production numbers, Boeing taps the former head of naval nuclear reactors as its quality adviser after Alaska Airlines incident, Britain’s bilateral security pact with Ukraine, and a second flight of Northrop Grumman’s B-21 Raider bomber.

Monday Business Report
0

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 to discuss possible impact of higher than expected December inflation and rising oil prices in the wake of Houthi attacks on international shipping, Washington’s budget deal, increased FAA overnight over Boeing’s manufacturing after loose bolts found on 737 Max 9 jets — now rebranded the 737-9 — Berlin drops ban on exporting Eurofighters to Saudi Arabia, and Lockheed Martin’s Skunk Works rolls out its latest experimental jet for NASA — the X-59.

Monday Business Report
0

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 the key events of 2023 that will shape the coming year. This is our last program before the holidays until we resume coverage on Jan. 5.

Monday Business Report
0

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 Wall Street surges to record territory after the Federal Reserve says will cut borrowing rates over the coming three years; takeaways from the $886 billion National Defense Authorization Act, the rising cost of the US Air Force’s Ground Based Strategic Deterrent by Northrop Grumman; Boeing and Raytheon get new top leaders; Britain, Italy and Japan sign a treaty to partner on the Global Combat Air Program; the five competitors for USAF’s Collaborative Combat Aircraft contest; and Chemring, British tanks and outlook for Ukraine aid.

Monday Business Report
0

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; update on Airbus and Boeing 2023 deliveries; as Boeing passes on a new jetliner, Airbus eyes two programs to succeed A320, and could ask governments for launch aid; Boeing’s decision to eliminate its corporate strategy function; the possible implications of the V-22’s grounding; European view of the Ukraine war as gloominess in Washington grows; and criticism of Germany’s arms export approach.

Monday Business Report
0

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, Wall Street’s view of the US defense spending outlook as lawmakers work toward a budget deal, Germany’s rearmament drive, Rolls-Royce’s capital markets day and plans to exit electric propulsion, big week for Boeing as 787 deliveries to China are to resume and P-8 Poseidon win in Canada, but the company is eliminated from USAF contest to replace E-4B “doomsday” nuclear command and control planes, more change at Spirit AeroSystems as Textron cuts workforce, and worries over the safety of America’s air traffic control system.

Monday Business Report
0

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, the rebound in air travel that surpasses 2019 record, FAA decision to clear Boeing’s 737 Max 10 for flight testing, takeaways from Rheinmetall and Hensoldt’s capital market days, shifting investor sentiment on outlook for defense spending, future of Airbus Defense & Space, implications of jamming over the Middle East and around Ukraine that’s interfering with commercial air travel, and the rationale for a larger generation of unmanned aircraft for the Royal Navy.

Monday Business Report
0

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as inflation declines and Congress funds the government through mid-January, Babcock and BAE Systems earnings as well as AUKUS newsflow, takeaways from President Biden’s summit meeting with China’s Xi Jinping and the Dubai Airshow, Boeing’s decision to eliminate its top strategy post, and the General Atomics Aeronautical Systems’ Mojave short-takeoff and landing variant of the Predator makes history by taking off and landing aboard HMS Prince of Wales.

Monday Business Report
0

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.

Monday Business Report
0

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.

1 2 3 4 5 19