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 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 as the Federal Reserve and Bank of England raise interest rates to fight persistent inflation, the link between the banking crisis and increasing the US borrowing limit, outlook for Europe’s military helicopter industry as Australia joins Norway in grounding its NH-90 utility helicopters as week after Canberra decided to ditch its Tiger attack aircraft for Boeing AH-64 Apache, Boeing takes more charges on KC-46 Pegasus aerial tankers for the US Air Force as the service seeks to revamp it’s approach to future refueling aircraft, update on the 787 Dreamliner, takeaways from Bombardier’s virtual investors day, Virgin Orbit’s refinancing, Vladimir Putin’s meeting in Moscow with Xi Jinping, and an update on Russia’s war on Ukraine as Moscow’s offensive stalls as Kyiv prepares its offensive with new Western arms.

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 joint Defense & Aerospace Report Editor Vago Muradian to review the week on world markets, implications of a banking crisis on defense and commercial aerospace suppliers as well as air carriers and leasing companies, market impact of Pentagon’s $842 billion budget request and the outcome of Britain’s integrated review, whether a recent contract awards and program moves by the US Air Force and Army constitute an effort to throw Boeing a lifeline through radar and tanker as well as attack helicopter contracts, how many more NATO aircraft could be made available to Kyiv now that Poland and Slovenia have agreed to send 17 of their MiG-29s to Ukraine, the broader implications of Russia’s downing of a US MQ-9 Reaper over the Black Sea, Rheinmetall’s strong earnings and bright future outlook as Europe’s most dynamic land systems maker, and analysis of the AUKUS deal to supply Australia with nuclear powered attack submarines and whether Canberra will develop a join submarine with UK after acquiring US-made Virginia-class boats.

Monday Business Report
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On this week’s Business Roundtable, sponsored by Bell, Dr. 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 discuss the week on world markets; BAE, Hensoldt and Rolls-Royce earnings; Boeing halts deliveries of 787 jetliners and decided to end production of F/A-18 Super Hornet fighters in late 2025; lessons from Russia’s war on Ukraine as the conflict enters its second year; the implications of a world separated into those aligned with the West, support Russia and China, or don’t care; keeping Beijing from openly sending arms to Russia; new opportunities for innovative firms willing to invest new capabilities and deliver them at scale; and a look at McKinsey’s e-regional aircraft summit and more.

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