On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.

Topics:

— The week on world markets as S&P 500 experiences its second correction of 2022 and worries mount over China’s covid lockdown as well as Russia’s war on Ukraine

— Analysis of first quarter earnings reports, including Embraer, General Dynamics, L3Harris, Lockheed Martin, MTU, Raytheon, Safran, Textron and Thales

— A look at Boeing’s first quarter results that includes $1.5 billion “abnormal” charge, write down and update on problematic program performance

— Impact of China’s growing covid restrictions on travel and supply chains

— Sanctions impact on access to Russian titanium and sourcing alternatives

— US defense industrial implications of President Biden’s pledge to provide Ukraine with $33 billion in assistance to better fight Russia

— European industrial perspective on growing military assistance for Kyiv

— Update on Russia’s campaign in eastern Ukraine and what’s next