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.

Joining the discussion are Ron Epstein, a seasoned aerospace and defense analyst at Bank of America Securities, Sash Jouza, an equity analyst focusing on European sectors at Agency Partners, and Richard Aboulafia from AeroDynamic Advisory. They delve into the implications of potential interest rate cuts by the Fed, the impact of escalating tariffs on U.S.-Canada relations, and Switzerland's reconsideration of F-35 acquisitions due to tariffs. The trio also addresses shifting dynamics in defense procurement and how recent geopolitical tensions are reshaping market strategies.

Sash Tusa, an equity research analyst specializing in aerospace and defense, joins Richard Aboulafia, an aviation consultant, and Ron Epstein, a renowned aerospace analyst. They dive into the impact of rising inflation on Wall Street and tariffs affecting consumer prices. The discussion touches on the U.S.-China negotiations about critical minerals, India's push for manufacturing self-sufficiency, and Poland's hefty investment in upgrading F-16s. Labor disputes in the airline industry and the future of supersonic travel also make for a lively conversation!