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:
— Wall Street posts a strong week as Washington debates whether America is in recession and markets brace for higher inflation
— Performance of aerospace and defense shares on markets as companies report second quarter and first half 2022 earnings
— Potential travel impact of  World Health Organization’s decision to label monkeypox as a public health emergency
— Expectations and reality regarding defense spending as Poland sends Germany a message in major arms order from South Korea
— How supply chain challenges might give South Korean suppliers a tail wind
— Supply chain, inflation and workforce emerge as common themes as Airbus, Albany, Babcock, BAE Systems, Boeing, Crane, Garmin, General Dynamics, HEICO, Hexcel, L3Harris, Leonardo, MTU, Northrop Grumman, Raytheon Technologies, Rheinmetall, Safran, Teledyne, and Textron report
— Analysis of Airbus and Boeing results as giants grapple with supply chain challenges with implications across the commercial aviation ecosystem