Defense & Aerospace Report Podcast [May 11, ’25 Business Report]

Defense & Aerospace 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 host Vago Muradian to discuss an unusually quiet down week on Wall Street; India and Pakistan’s military strikes and ceasefire; expectations as US and Chinese trade negotiators convene in Geneva after Washington strikes a preliminary deal with London to ease tariffs, a template, officials say, for future deals to put pressure on Beijing; IAG buys 53 new big jets from Boeing and Airbus for $10 billion; the Commerce Department’s investigation into the national security implications of buying foreign-made aerospace components and jet engines; the German, French, Polish and British leaders’ visit to Kyiv where they announced a 30-day ceasefire with Russia starting on Monday; the Army’s decision to retire AH-64D Apache helicopters in the scout role as well as Grey Eagle and Shadow drones, and the GE’s new T901 engine; Hensoldt, Leonard, MTU, Rheinmetall report earnings; takeaways from the Milken Institute Global Conference; and Stratolaunch’s successful tests of its Talon-A2 reusable hypersonic test vehicle.