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 winning week on Wall Street, inflation worries, the latest FAA investigation into Boeing, this time for allegedly falsifying records on the company’s 787 widebody, BWXT, Embraer, Hendsoldt, Leonardo, Palantir, Spirit, and Transdigm earnings, AerCap and KBR host investor days, and Europe moves to use seized Russian assets to help Ukraine and NATO works to rearm itself and 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 host Vago Muradian discuss prospect the Federal Reserve will cut interest rates now that new jobs creation has cooled, a shareholder advisory firm recommends investors vote to oust outgoing Boeing CEO Dave Calhoun and two board members off the company’s board as the company issued $10 billion in debt, Embraer considers making bigger aircraft to compete with Boeing and Airbus, Sierra Nevada beats Boeing to win a $13 billion contract to develop the Air Force’s next generation nuclear command and control planes, analysis of Howmet, MTU, and Thales earnings, Air Force secretary Frank Kendall makes history in being the first senior leader to fly on an AI powered fighter, the legendary X-62A Vista jet, and as Boeing struggles with its star liner spacecraft China has launched a spacecraft to land on the far side of the moon and return with samples.

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 big drop on Wall Street; Airbus, Boeing, Lockheed Martin, Northrop Grumman, and more, earnings reports; the US Air Force picks Anduril and General Atomics as finalists for its Collaborative Combat Aircraft autonomous combat aircraft; British Prime Minister Rishi Sunak moves to increase defense spending; French President Emmanuel Macron’s case for greater European security and economic independence; and Boeing buys back a St. Louis factory from GKN.

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 down week on Wall Street on a tech tumbles and worries about a wider Mideast war; eight months late, Congress passes a $95 billion supplemental for Ukraine, Israel and Gaza, and improve US and allied capabilities in the Indo-Pacific; more US tariffs on Chinese steel and aluminum as Washington again warns Beijing about helping Moscow’s Ukraine war; whether added US and European investment is enough to help Ukraine win; role of arsenals in increasing defense production; Boeing workers testify before a Senate committee on production quality problems; American Airlines pilots sound alarm over their carrier’s safety and maintenance; Lockheed Martin beats Northrop Grumman’s-RTX team to win Missile Defense Agency’s $17 billion Next Generation Interceptor program; and Britain considers new program to replace amphibious warships.

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 Wall Street’s second down week on stronger than expected inflation that’s likely to delay Federal Reserve rate cuts, new survey shows supply chains unlikely to normalize for between one and three years, when defense output will ramp up as Ukraine aid drains Western stockpiles, another Boeing whistleblower accuses the giant of taking potentially dangerous shortcuts on its 787 jetliner, update on Spirit AeroSystems’ future, Japan’s potential as a defense industrial power, and Ukraine’s war update as Kyiv loses ground.

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 drop in the S&P as US job growth beats expectations again, Boeing awards it’s outgoing ceo a nearly $32 million pay package — 45 percent raise — as it looks for a new boss, the industry debates why a new jetliner would cost Boeing $50 billion to develop, GE Aerospace becomes a standalone company after spinning of GE Vernova power business, NATO seeks a more central role in arming Ukraine with a new five-year, $100 billion fund, Britain considers an arms embargo on Israel after British humanitarian workers are killed in an Israeli airstrike, and on the eve of Navy’s premiere annual conference the service’s secretary criticizes shipbuilders for being behind schedule on programs.

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.

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.

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.

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.