Richard Aboulafia

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.

Guest analysts Ron Epstein from Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia from AeroDynamic Advisory dive into the turbulence in defense and aerospace. They dissect Wall Street’s recent downturn linked to inflation fears and looming debt limits. Topics include the fallout from proposed budget cuts on major programs, the shifting defense strategies in Europe, and a significant $5.6 billion contract for RocketLab's Neutron. The trio also examines investor sentiment amid international challenges and competitive dynamics between Northrop Grumman and Boeing.

Join industry experts Dr. Ron Epstein, a financial analyst at Bank of America Securities, Sash Tusa from Agency Partners, and Richard Aboulafia of AeroDynamic Advisory as they unravel the latest defense and aerospace market dynamics. They discuss a new 15% tariff impacting trade with Japan and Europe, analyze major earnings from giants like Lockheed Martin, and delve into Boeing's challenges with the 737 Max. The trio also covers Turkey's Eurofighter jet acquisition and rising concerns over near-miss incidents in air traffic, emphasizing urgent safety upgrades.

Dr. "Rocket" Ron Epstein, an analyst at Bank of America Securities, Sash Tusa from Agency Partners, and Richard Aboulafia of AeroDynamic Advisory discuss the turbulent landscape of the defense and aerospace sectors. They analyze the impact of recent U.S. tariffs and job market statistics, assessing how these elements shape market dynamics. The conversation also delves into the complexities of U.S.-India relations amidst sanctions and the ongoing challenges faced by aerospace giants like Boeing and Airbus in a volatile environment.

Join Dr. Ron Epstein, a financial guru from Bank of America Securities, Sash Tusa, a savvy analyst from Agency Partners, and Richard Aboulafia, an aviation expert from AeroDynamic consultancy. They delve into Wall Street's reaction to Nvidia's soaring success and the geopolitical ripple effects of potential U.S. tariffs. Discussions highlight a historic nuclear agreement between Britain and France, the evolving landscape of fighter aircraft procurement with Peru's Gripen deal, and the EU’s strategic responses to trade challenges. A lively insight into the future of defense and aerospace!