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 Ron Epstein, a market analyst from Bank of America Securities, Sash Tusa, an independent equity researcher, and Richard Aboulafia from AeroDynamic Advisory, as they dissect the far-reaching impacts of sweeping tariffs. They discuss how the aerospace and defense sectors are grappling with stock declines, inflation fears, and the threat of recession. The trio also addresses the unpredictable global trade landscape and the implications of tariffs on market dynamics and supplier relationships, all while keeping a close eye on the looming Paris Air Show.