Defense & Aerospace Report Podcast [Dec 17, ’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 Wall Street surges to record territory after the Federal Reserve says will cut borrowing rates over the coming three years; takeaways from the $886 billion National Defense Authorization Act, the rising cost of the US Air Force’s Ground Based Strategic Deterrent by Northrop Grumman; Boeing and Raytheon get new top leaders; Britain, Italy and Japan sign a treaty to partner on the Global Combat Air Program; the five competitors for USAF’s Collaborative Combat Aircraft contest; and Chemring, British tanks and outlook for Ukraine aid.