Defense & Aerospace Report Defense & Aerospace Report Podcast [Jun 28, ’25 Business Report]
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Jun 29, 2025 Sash Tusa, an equity research analyst specializing in aerospace and defense, joins Richard Aboulafia, an advisory consultant and market expert, and 'Rocket' Ron Epstein from Bank of America Securities. They discuss the surge in Wall Street amid a new U.S.-China trade deal, highlighting its implications for defense spending and tariffs. The trio analyzes NATO's commitment to increase defense spending, and they assess the evolving dynamics of military strategies in Europe, including potential challenges and opportunities in the defense sector.
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China Tariff Deal Boosts Aerospace
- The announcement of a China tariff deal sparked a risk-on sentiment with commercial aerospace stocks outperforming defense names.
- Investors are showing strong appetite for defense tech companies like Rocket Lab and AeroVironment amid tariff easing hopes.
Beta Technologies' Flying Debut
- Kyle Clark piloted Beta Technologies' flying eVTOL at the Paris Air Show on day two.
- The event showcased strong European interest in innovative American electric flight technology.
NATO Boosts European Defense Spending
- European NATO countries plan to increase defense spending to 3.5% of GDP plus 1.5% on infrastructure by early 2030s.
- Massive upgrades needed in air defenses and infrastructure to support heavy armored forces highlight growing European defense priorities.