Sash Tusa

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 Jens Flottau, a veteran commercial aviation journalist, and Sash Tusa, a financial analyst from Agency Partners, as they dissect Airbus's struggles in the competitive airplane market. They explore production challenges rooted in supply chain disruptions and the ripple effects stemming from Boeing's issues. The duo also discusses leadership changes at Airbus and the impending necessity for modernization in production strategies, highlighting how these factors contribute to the company’s stagnation.

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.

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.

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!

Dr. "Rocket" Ron Epstein, an analyst at Bank of America Securities, Sash Tusa from Agency Partners, and Richard Aboulafia of AeroDynamic Advisory discuss the turbulent landscape of the defense and aerospace sectors. They analyze the impact of recent U.S. tariffs and job market statistics, assessing how these elements shape market dynamics. The conversation also delves into the complexities of U.S.-India relations amidst sanctions and the ongoing challenges faced by aerospace giants like Boeing and Airbus in a volatile environment.