Defense & Aerospace Report Podcast [Jan 15, ’23 Business Report]

On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Richard Aboulafia of AeroDynamic Advisory.
Topics:
— Aerospace and defense stock performance on Wall Street
— Bank of America’s Savita Subramanian warning she expects corporate earnings to drop 10 percent in 2023 and what that means for the defense and aerospace group
— Treasury Secretary Janet Yellin’s warning that America will hit its borrowing limit on Thursday
— Impact of China’s new charm offensive on the outlook for globalization as Beijing looks to reverse setbacks from covid and the global political, economic and diplomatic backlash from its own aggressiveness
— Analysis of Boeing’s commercial and military delivery figures
— US Air Force move to seek new radar for F-35 Lightning II as series eyes new engine to ensure the multi-mission stealth fighter remains relevant
— Maintain perceptive on the first space launch from British soil after a Virgin Orbit rocket with nine satellites aboard failed
— As Britain sends Challenger tanks to Ukraine as other allies consider following suit, what Washington is doing to bolster weapons production