Defense & Aerospace Report Podcast [Sep 22, ’24 Business Report]

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 discuss another big week on Wall Street after a larger than expected Federal Reserve rate cut; the industrial impact of President Biden’s decision to use US arms export regulations to veto Britain and France’s desire to allow Ukraine to use their weapons against Russia; with Boeing machinists on strike, CEO Kelly Ortberg initiates a furlough plan suggesting a longer work stoppage; news report that Ted Colbert will be replaced by Steve Parker at Boeing Defense Space and Security; China Development Bank’s order 80 Airbus A320 and 50 Boeing Max jets; duration of strike by workers at Textron’s Cessna and Hawker; the US Army picks Anduril’s Ghost X and Performance Drone Works’ C-100 as the service’s company-level “attritable” drone; Rob Dewar, father of the Bombardier C series, joins JetZero; outlook for the penetrating counter air element of the US Air Force’s Next-Generation Air Dominance family of programs in the wake of the Air and Space Forces Association’s annual Air Space Cyber conference last week and possible substitutes for the high-end manned fighter; what a new USAF plan means for the UK-Italy-Japan Global Combat Aircraft Program or the SCAP effort involving France, Germany and Spain; the USAF’s request for information for a next-generation tanker; the credit rating implications of a lengthy Boeing strike; and the Boeing-Embraer agreement after the American company called off its union with the Brazilian firm.