Defense & Aerospace Report Podcast [Jul 20, ’25 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 to discuss another bull-market high on Wall Street; President Trump’s demand the EU accept 15-20 percent minimum tariffs by Aug. 1 as Brussels prepares to retaliate with higher taxes on American aircraft, bourbon and cars; the US administration says it’s netted $64 billion in tariff revenue since the start of the year; Embraer’s warning that new taxes would increase regional aircraft unit costs for aircraft sold in America by $9 million; despite economic worries, Delta and United announce soaring profits and reinstate their bullish air travel guidance; GE Aerospace and Saab earnings as defense and aerospace firms prepare to follow suit; British Prime Minister Sir Kier Starmer meets with German Chancellor Friedrich Merz; and President Trump says he will sell weapons to NATO nations for shipment to Ukraine.