On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Broader market update and defense and aerospace performance as positive jobs numbers drive inflation concerns
— Low cost as the driver of JetBlue Airways’ $3.7 billion acquisition of Spirit Airlines and the US Special Operations Command’s decision to pick the Sky Warden by L3Harris and Air Tractor for the Armed Overwatch Program
— A look at earnings takeaways as Air Lease, Bombardier, Embraer, Hensoldt, HII, Leidos, Mercury Systems, Parsons, Rheinmetall, Rolls-Royce, Spirit Aerosystems, Teledyne, and Triumph Group report second quarter and first half 2022 results
— Airbus cancels Qatar Airways A350 order in the wake of the suppliers’ cancellation of the Gulf carrier’s A321 purchase in a dispute over the quality of the European company’s aircraft
— Insights from Bank of America Merrill Lynch’s meeting with Airbus CEO Guillaume Faury and CFO Dominic Asam