Defense & Aerospace Business Report

Defense & Aerospace Report Podcast [Mar 15 ’26 Business Report]

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Sinopse

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 more Wall Street turbulence as the US-Israel war on Iran drives up energy prices and a weaker than expected US employment figures and fourth quarter 2025 economic growth; oil prices edge higher despite releasing 400 million barrels from reserve stocks and US decision to life Russia energy sanctions for 30 days; impact of higher oil prices on air travel and commercial carriers; how more Russia energy revenue will impact Moscow’s war on Ukraine; Kyiv and European allies scramble for more air and missile defenses in midst of Iran war demands; Trump administration calls on allies to help to escort tankers through the Strait of Hormuz; White House’s so-called section 301 investigations into some 60 countries including