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.

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.

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.

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 US economy continues to roar; increasing concern that NATO is approaching the bottom of its weapons barrel as Russia’s war on Ukraine continues and Israel’s needs further strain limited supplies; Lockheed Martin’s decision to not pursue next batch of USAF tankers prompting Airbus to press ahead on its own; analysis of third quarter earnings as Boeing, CACI, CAE, Crane, GD, GE, Hexcel, Kongsberg, L3Harris, MTU, Northrop Grumman, RTX, Saab, Safran, Teledyne, and Textron report; Beta Technologies flies it’s ALIA all-electric aircraft 2,000 miles from Burlington, Vermont, to Elgin Air Force Base in Florida.

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, continuing chaos on Capitol Hill, President Biden’s $105 billion aid request for Ukraine, Israel and Taiwan, Boeing’s new agreement with Spirit AeroSystems, Lockheed Martin’s third 2023 quarter earnings and expectations for the group as they report over the coming weeks, capabilities Ukraine needs as it employs ATACMS missiles and unconventional means to retake territory occupied by Russia, challenges Israel faces in fighting Hamas in Gaza, and takeaways from the National Business Aviation Association’s conference.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Richard Aboulafia of the AeroDynamic Advisory consultancy, and Dr. Kevin Michaels, AeroDynamic Advisory’s managing director, join Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as annual inflation drops but gas and rents rise; how investors are responding to continuing GOP chaos on Capitol Hill and Israel’s expanding war on Gaza in the wake of Hamas’ deadly terror attacks; supply chain issues complicating US ability to act as arsenal of democracies to replenish its depleted stocks as well as Ukraine, Israel and Taiwan; how global defense is changing; lessons from Ukraine and the sophisticated Hamas attack on Israel; implications of Boeing’s delivery of only 15 737 jetliners because of production problems at Spirit AeroSystems; and look at the future of commercial aircraft propulsion.

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 including prospect of more Federal Reserve hikes in borrowing rates to achieve 2 percent inflation target, Europe’s lowest inflation rate in two years, investors continuing concern with RTX’s geared turbofan issues and impact on Airbus, Airbus announcement that Christian Scherer will head the giant’s commercial aircraft arm, Air France’s A350 and Air Canada’s 787 orders, Germany’s surging defense spending, Czech Republic’s makes official its purchase of 24 F-35 Lightning II fighters, impact of Sen. Bob Menendez stepping down from his chairmanship of the Senate Foreign Relations Committee, Saab prepares to roll out new A26 submarine, and a look ahead at the Up Summit.

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 including realization that interest rates may remain high, lingering impact of RTX’s geared turbofan announcement on partner MTU and engine user Airbus as well as capacity issues if large numbers of jets are grounded for maintenace, whether the airline industry has too much capacity, whether the “great retirement” of experienced talent during the pandemic is causing program performance problems across the industry and if that experienced talent now at innovative smaller firms can help create a new generation of entrants into the market, NetJet’s agreement to order up to 1,500 jets from Textron, implications of parked commercial passenger and cargo aircraft, King Charles III’s successful state visit to France and whether it will help improve Anglo-French relations including on defense programs, update on Ukraine war as President Volodymyr Zelenskyy seeks more arms and Kyiv strikes the headquarters of Russia’s Black Sea Fleet, and how ATACMS could change the course of the war if the White House eventually approves the weapon for export.

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, implications of parked commercial passenger and cargo aircraft, Vietnam Airlines order for 50 Boeing 737 Max jetliners, RTX’s $3 billion charge on Geared Turbofan engine problems that will ground 350 jetliners a year through 2026 to repair, rationale for downgrading RTX stock, GE’s decision to sell down AerCap stake, and key takeaways from DSEI tradeshow and Air Force Association’s Air Space Cyber conference.

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, Commerce Secretary Gina Raimondo’s trip to Beijing and trade outlook as China’s demonstrates that US chip sanctions aren’t stopping it from developing semiconductors without American content, balancing Washington’s Buy American rhetoric with the Pentagon’s drive for allies and partners worldwide to more quickly produce weapons, the US Navy’s announcement that Boeing, Lockheed Martin and Northrop Grumman are the three competitors for it’s FA-XX future combat aircraft program, Ukraine makes progress on its counteroffensive, Lockheed Martin to establish F-16 training in Romania, and discovery of counterfeit CFM engine parts.