Richard Aboulafia

This week features Dr. “Rocket” Ron Epstein, a senior analyst at Bank of America Securities, Sash Tusa, an independent analyst focused on European defense, and Richard Aboulafia, an expert in aerospace trends. They dive into the implications of the U.S.-China trade talks, analyzing the strategic impact of Beijing's chip export ban. They also discuss the satellite merger between Airbus, Leonardo, and Thales, and Ukraine's potential acquisition of Gripen fighters, exploring its significance for Ukraine's defense strategy.

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, a senior defense and aerospace analyst at Bank of America Securities, and Richard Aboulafia from AeroDynamic Advisory dive into robust market movements and the defense sector's performance as U.S. defense spending is set to increase by 50%. They discuss Lockheed Martin's major deal to enhance Patriot missile production and the geopolitical implications of U.S. rhetoric regarding Greenland and NATO. The guests also analyze supply chain challenges and the enduring importance of helicopters on the modern battlefield.

In this engaging conversation, Richard Aboulafia, Managing Director of Aerodynamic Advisory and aerospace industry analyst, dives into the competitive landscape of next-generation fighter programs like GCAP and FCAS. He highlights how GCAP’s strategic partnerships and favorable geopolitical circumstances position it for success. The discussion also touches on the limitations of U.S. fighters in the global market and the potential for Australia to favor GCAP due to collaborative needs. As Richard outlines, 2026 could be a pivotal year for these programs.

This discussion features Dr. “Rocket” Ron Epstein, a senior equity analyst at Bank of America Securities, Richard Aboulafia, a candid aerospace industry analyst, and Sash Tusa, an independent European defense market expert. They dive into significant topics like the implications of the Trump administration's push for a Ukraine peace deal, Poland’s choice of Saab A26 submarines, and the challenges faced by the British Army's Ajax vehicles. They also explore issues related to defense tech startups and European procurement strategies amid a shifting geopolitical landscape.

Dr. "Rocket" Ron Epstein, a senior equity analyst at Bank of America Securities, joins Sash Tusa, an independent analyst focused on European defense, and Richard Aboulafia from AeroDynamic Advisory. They delve into Wall Street’s mixed signals amid Federal Reserve uncertainties and the implications of the U.S. government shutdown's end. Discussion highlights include NATO's shift from E-7 concepts, Colombia's Gripen jet purchase, and insights into defense procurement reform. The trio also tackles the ongoing tensions between Dassault and Airbus over future air systems.

Richard Aboulafia, a veteran aviation analyst, joins Aviation Week editors Jens Flotow and Guy Norris for a riveting discussion on the future of widebody aircraft. They delve into the reasons behind the slow roll-out of new models by Airbus and Boeing, while examining the emerging Comac C929. The conversation highlights the intricate relationships between engine manufacturing and aircraft development, as well as the impact of market demand and sustainability on future designs, including the critical role of Emirates and geopolitical influences.

Joining the discussion are Dr. "Rocket" Ron Epstein, a senior aerospace analyst at Bank of America, Sash Tusa, a London-based equity research specialist, and Richard Aboulafia, an aviation consultant known for his geopolitical insights. They unpack Wall Street's tech sell-off, explore defense spending prospects for FY 2026, and examine Germany's significant rearmament. The trio also dives into the potential sale of F-35s to Saudi Arabia, critiques of the eVTOL hype, and the implications of the Supreme Court's review of presidential tariff authority.