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 another strong week on Wall Street on expectations that low inflation figures will prompt Federal Reserve to cut interest rates again; President Trump and Xi Jinping prepare to meet at the Asia-Pacific Economic Cooperation conference in South Korea to defuse trade tensions as Trump breaks off talks with Canada and Singapore’s prime minister warns of a messy post-American world; implications of Beijing decision to stop chip exports back to Europe after the Dutch government decided to take control of Nexperia, a Dutch chip maker with a Chinese parent company; Airbus, Leonardo and Thales agree to merge their satellite businesses to create a more capable European competitor to SpaceX; Ukraine’s decision to buy up to 150 Gripen fighter aircraft from Sweden’s Saab; Washington sanctions Russian oil but denied Tomahawk cruise missiles, prompting Kyiv to use British Storm Shadow weapons to strike a Russian chemical plant as the first Extended-Range Attack Munitions developed for Ukrainians forces by the US Air Force are slated to arrive next month; JPMorgan Chase’s decision to invest $1.5 trillion in US national security over the coming decade, from startups to heritage firms, factories and infrastructure, and workforce; and General Dynamics, GE Aerospace, Hexcel, Lockheed Martin, MTU, Northrop Grumman, RTX, Saab, Safran, Textron, Teledyne, and Thales earnings.

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 Wall Street’s strong close despite trade worries and bank losses; US government shutdown outlook; President Trump’s planned Budapest summit with Vladimir Putin derails Volodymyr Zelenskyy’s push for Tomahawk cruise missiles to continue Ukraine’s momentum on strikes against Russia; industrial implications of proposal that Washington buy $50 billion in Ukrainian drones and other equipment for the US military; worry that a scattershot US negotiating approach and Beijing’s success in substituting lost American business has increased the confidence of Chinese officials who are no longer cowed by what they increasingly regard as Washington’s empty rhetoric; Honeywell says the avionics supply chain is improving as Safran sees it catching up on engine delays; reports the Federal Aviation Administration has cleared Boeing to increase 737 production next month; talks next week to end the strike at Boeing’s St Louis plants; and takeaways the Association of the United States Army’s annual meeting and tradeshow, the Wharton Aerospace conference in DC, and Joanna Speed’s Aerospace Event in DC where we are a media partner.