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.

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.

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.

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.

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.

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.

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.

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.

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.

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.