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 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.

This week features Dr. “Rocket” Ron Epstein, a Senior aerospace and defense equity analyst, alongside Richard Aboulafia, an aerospace consultant, and Sash Tusa, an independent research analyst. They dive into the implications of the US-China trade truce and the challenges of developing nuclear submarines for South Korea. Discussions include Boeing's $4.9 billion charge on the 777X and Airbus' improving margins. The panel also addresses the SCAF program tensions between Airbus and Dassault, and celebrates the first flights of new unmanned and supersonic aircraft.

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!