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Defense & Aerospace Report Podcast [Jul 27, ’24 Business Report]
MP3•Episode home
Manage episode 431017942 series 1432291
Content provided by Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 discuss an upcoming week on Wall Street after a shaky start on lower than expected inflation and strong profits; American Airlines joins Delta and United in posting muted earnings prompting questions whether the jetliner market is cooling as the world’s aerospace and defense leaders gathered at a muted Farnborough Air Show; Boeing nears an announcement of a new CEO; Leonardo CEO Roberto Cingolani says that he’s “personally” ok with Saudi Arabia joining Britain and Japan in the Global Combat Air Program even as Japanese officials suggest doing so would create reputational risk; and Babcock, Bombardier, Booz Allen Hamilton, Dassault, General Dynamics, General Electric, L3 Harris, Lockheed Martin, Northrop Grumman, RTX, Textron and Thales all report earnings.
…
continue reading
1628 episodes
MP3•Episode home
Manage episode 431017942 series 1432291
Content provided by Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 discuss an upcoming week on Wall Street after a shaky start on lower than expected inflation and strong profits; American Airlines joins Delta and United in posting muted earnings prompting questions whether the jetliner market is cooling as the world’s aerospace and defense leaders gathered at a muted Farnborough Air Show; Boeing nears an announcement of a new CEO; Leonardo CEO Roberto Cingolani says that he’s “personally” ok with Saudi Arabia joining Britain and Japan in the Global Combat Air Program even as Japanese officials suggest doing so would create reputational risk; and Babcock, Bombardier, Booz Allen Hamilton, Dassault, General Dynamics, General Electric, L3 Harris, Lockheed Martin, Northrop Grumman, RTX, Textron and Thales all report earnings.
…
continue reading
1628 episodes
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