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, decline in passenger and cargo traffic, Boeing prepares to renew deliveries to China as Beijing-Washington tensions rise, explanation for rise in near misses in the US air travel system, new 737 production issue at Spirit AeroSystems, Indonesia and Poland confirm their respective F-15 EX fighter and AH-64 attack helicopter orders, Brasil orders more Gripen E jets as the US Marine Corps raises its CH-53K buy, Lockheed Martin secures Lot 19 F-35 contract, and Ukraine war update.

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, global impact of China’s economic woes on air travel, reports that IndiGo is preparing to order 25 Boeing 787 Dreamliners, BAE Systems’ proposed $5.6 billion acquisition of Ball Aerospace, US Air Force’s $235 million contract to team led by JetZero that includes Northrop Grumman and RTX to develop and build a potentially game-changing blended wing body aircraft, potential defense budget implications as nations struggle with mounting climate disasters as security challenges loom, Washington clears Denmark and the The Netherlands to train Ukrainian pilots on the F-16 and transfer jets to Kyiv.

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 inflation ticks up and investors debate when the Federal Reserve will start cutting short-term borrowing rates intended to fight inflation, whether current inflation is high relative to historical norms, look at CAE, Garmin, RocketLab, Rheinmetall, Spire, Teledyne, TransDigm earnings, Romania orders F-35 Lighting II fighters from Lockheed Martin as Indonesia orders 18 additional Rafale’s from Dassault Aviation, F-16 order book grows as US prepares to clear jets for Turkey as the Fighting Falcon prepares to celebrate its 50th anniversary, update on Ukraine’s counteroffensive and Russia’s efforts to intimidate shipping in the Black Sea.

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 recession fears abate, a look at second 2023 quarter earnings as Airbus, Boeing, GD, L3Harris, Leonardo, Northrop Grumman, Safran, RTX and others report, Northrop Grumman’s revelation it won’t pursue the US Air Force’s Next Generation Air Dominance contract as a prime contractor, RTX discloses 1,200 Pratt & Whitney Geared Turbofan engines need accelerated inspections, and analysis of billions of dollars in Safran and Thales acquisitions.

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.

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

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.

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.

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.

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.