Macro Matters: Who Benefits From Defense Burden-Sharing?

An episode of the FICC Focus podcast, hosted by Bloomberg Intelligence, titled "Macro Matters: Who Benefits From Defense Burden-Sharing?" was published on August 28, 2025 and runs 34 minutes.

August 28, 2025 ·34m · FICC Focus

Summary

Defense burden-sharing among US allies is a cornerstone of President Donald Trump’s international agenda, but has been overshadowed by tariff discussions. On this Macro Matters edition of the FICC Focus podcast series, George Ferguson, senior aerospace/defense & airline analyst at Bloomberg Intelligence, joins host and BI chief interest-rate strategist Ira Jersey to discuss shifts in defense spending and weapon systems. They also examine how spending may shift based on proximity to threats. Ferguson assesses the companies that may benefit from these increased outlays, and some of the challenges in fulfilling orders. The Macro Matters podcast is part of BI’s FICC Focus series.

Episode Description