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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, United Airline’s deal with pilots and implication for air travel especially at the front of the cabin as prices soar, analysis of second quarter 2023 earnings at Babcock, Dassault, Lockheed Martin, Saab and Thales, Dassault’s low production rate, German Chancellor Olaf Scholtz’s comments on Saudi Arabia and implications for future defense programs including on combat aircraft, and Western production of weapons including air and missile defenses as Russia deliberately saturates Ukraine’s defenses to deplete Kyiv’s American and European stocks.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets in the wake of Wagner Group CEO Yevgeny Prigozhin aborted mutiny, how Russia changes as a threat after the chaotic weekend that saw mercenary forces advance to within 125 miles of Moscow, prospect of increased French defense spending and Berlin’s plan to invest up to 10 billion euros on ammunition and combat vehicles, lessons from the widespread flight cancellations across the United States as Americans head on vacation before Independence Day, the impact of the new agreement between Spirit AeroSystems management and its union that will yield a 36 percent pay raise, the US Army’s decision to select GD Land Systems and Rheinmetall for the Optionally Manned Fighting Vehicle program to replace the Bradley Fighting Vehicle, Leonardo partners with Hanwha on Advanced Electronically Scanned Array radar technology, China’s flight test of a J20 fighter equipped with Chinese-made WS15 engines and what the development means for Comac’s C919 airliner, and the FAA’s awarding of a special airworthiness certificate to Joby Aviation to allow the company to deliver its first production electric vertical takeoff and landing aircraft to the US Air Force next year under the Agility contract valued at up to $131 million.

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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, worldwide implications of a new four-year labor contract for Spirit AeroSystems’ workers that might yield a pay raise great than the 34 percent deal rejected by members, and analysis of key headlines from the 54th Paris Air Show including commercial aircraft orders, revelation that three demonstrators were built for the US Air Force’s top priority and top secret Next Generation Air Dominance combat aircraft program and that the service selected two teams to compete for the final order, and an update on the Franco-German-Spanish SCAF fighter program that now includes Belgium as an observer, and European air and missile defense efforts.

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 Defense & Aerospace Report Editor Vago Muradian to discuss how Wall Street and world markets will view the deal between President Biden and House Speaker Kevin McCarthy to avert a US debt default, defense and aerospace stock performance on US and European markets, impact of congressional calls that Defense Secretary Austin investigate contractors for price gouging in the wake of a 60 Minutes report and charge that Boeing refused to select pricing data on more than 10,000 replacement parts on defense sentiment and future spending as was the case in the 1980s,re-election of Recip Tayyip Erdogan on Turkey’s national security outlook, QinetiQ earnings and AUKUS outlook, China Eastern makes first passenger flight with Comac’s C919 jetliner, Airbus says it won’t modify A220 to replace A320, Riyadh Air’s interest in at least 150 Boeing 737 Max aircraft, Czech Republic’s $2.4 billion order for CV90 combat vehicles, and what’s next as Ukraine’s offensive looms.

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 Defense & Aerospace Report Editor Vago Muradian to discuss market reaction to prospect that Washington may be nearing a debt deal and implications for defense spending, the implications on trade as G7 continues to sharpen sanctions on Russia and works to counter Beijing’s economic coercion, reports Biden administration will allow F-16 fighter operator to transfer their aircraft to Ukraine, Britain’s pilot training program, Boeing’s Cascade Climate Model Tool, Rolls-Royce’s UltraFan program, VistaJet’s financial woes, vulnerability of towed artillery in Ukraine, and impact of impact of Recip Tayyip Erdogan remaining in power.

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 Defense & Aerospace Report Editor Vago Muradian to discuss how US and overseas markets view a possible US debt default and how this latest debt drama is driving the development of new reserve currencies as an alternative to the US dollar including the Euro, prospect of future interest rate hikes by the Federal Reserve as inflation slows, whether central bankers will curb inflation without causing a recession, Germany’s order for 60 CH-47F Chinook helicopters from Boeing to replace the country’s fleet of CH-53 helicopters and what the deal means for Sikorsky’s CH-53K, the news that the T-7 Red Hawk trainer by Boeing and Saab for the US Air Force will be delayed by three years, NetJets’ $5 billion order for up to 250 Embraer Praetor 500 business jets, Turkish Airlines’ interest in up to 800 new jetliners, Virgin Orbital and Rocket Lab earnings, order for 300 Boeing 737 Max jets by Ryanair, and Germany’s latest $3 billion arms package for Ukraine that includes more tanks, vehicles, air defense missiles and ammunition.

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 Defense & Aerospace Report Editor Vago Muradian to review the week on world markets as inflation worries persist, leading companies including Bombardier, Boeing, General Dynamics, Hexcel, L3Harris, MTU, Northrop Grumman, Raytheon and Safran report first 2023 quarter earnings, mounting concern of US debt default as Fitch downgrades France, impact of debt on ability of United States and its allies to continue increasing defense spending, persistent supply chain concerns as Pentagon works to ramp up production, orders fro Comac’s C919 and ARJ21 airliners, EU move to broker deal that allows Ukraine to export much-needed grain through Europe to world market, and UK military role in evacuation of British nationals from Sudan and preparations for coronation of King Charles III.

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 Merrill Lynch, 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 review the week on world markets, debt ceiling watch, Babcock’s charge on its fixed-price contract on its new generation Type 31 frigate, new leadership at Leonardo and Bell, Lockheed Martin first quarter 2023 earnings and what to expect as the group reports, a look ahead to Airbus returns, impact of limited industrial capacity and how governments can help increase it, market implications of Russia’s increasing cyber as well as undersea espionage and intimidation, SpaceX’s maiden Starship flight and the merits of history’s biggest and most powerful rocket, and takeaways from the National Space Symposium.

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