Defense & Aerospace Report Podcast [Oct 04, 2020 Business Report]

On this episode of the Business Podcast, sponsored by Bell, our guests include “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— How the coronavirus infections of President Trump and the First Lady as well as prominent Republicans including three senators could impact air travel trends
— Market expectations of a new US stimulus package including support for airlines
— 737 Max return to flight outlook after FAA Administrator Steve Dickson flew aboard the jetliner
— Boeing’s decision to consolidate 787 Dreamliner production in Charleston, SC, and what’s next for the company’s facilities in Everett and Renton, Wash.
— Update on Boeing and Airbus production rates
— Competitors for Switzerland’s competition for a new fighter aircraft
— Wall Street’s evolving view of the future of US defense spending