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Defense & Aerospace Report Podcast [Apr 14, ’24 Business Report]

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Manage episode 412484942 series 1432291
Indhold leveret af Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 to discuss Wall Street’s second down week on stronger than expected inflation that’s likely to delay Federal Reserve rate cuts, new survey shows supply chains unlikely to normalize for between one and three years, when defense output will ramp up as Ukraine aid drains Western stockpiles, another Boeing whistleblower accuses the giant of taking potentially dangerous shortcuts on its 787 jetliner, update on Spirit AeroSystems’ future, Japan’s potential as a defense industrial power, and Ukraine’s war update as Kyiv loses ground.
  continue reading

1531 episoder

Artwork
iconDel
 
Manage episode 412484942 series 1432291
Indhold leveret af Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 to discuss Wall Street’s second down week on stronger than expected inflation that’s likely to delay Federal Reserve rate cuts, new survey shows supply chains unlikely to normalize for between one and three years, when defense output will ramp up as Ukraine aid drains Western stockpiles, another Boeing whistleblower accuses the giant of taking potentially dangerous shortcuts on its 787 jetliner, update on Spirit AeroSystems’ future, Japan’s potential as a defense industrial power, and Ukraine’s war update as Kyiv loses ground.
  continue reading

1531 episoder

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