Defense & Aerospace Report Podcast [Jun 18, ’23 Business Report]

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy, join Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as defense spending uncertainty returns to Washington, industry wide implications of Spirit AeroSystems’ new contract with unionized workers that if approved would raise pay by 34 percent, news reports that Ball Corp. is considering selling its aerospace unit for more than $5 billion, a progress report on the UK-Italy-Japan Global Combat Aircraft Program and some of the characteristics of the new fighter, key storylines from the 54th Paris Air Show including whether commercial aircraft orders will set a new record and the Franco-German-Spanish SCAF fighter program, plus a Ukraine war update.