Sash Jouza

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.