Defense & Aerospace Report Podcast [Sep 07, ’26 Business Report]

Defense & Aerospace Report Podcast [Sep 07, ’26 Business Report]

From Defense & Aerospace Report by Defense & Aerospace Report, sponsored by Bell

September 7, 2026 · 1h 1m

About this episode

The episode discusses recent economic trends, military developments, and international relations affecting the defense and aerospace sectors.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street’s down week on unexpectedly high jobs numbers that renewed fears the Federal Reserve will hike borrowing rates; US budget as the House joins the Senate in passing a continuing resolution to keep government open until December; US and Iranian forces trade strikes driving up energy prices as diesel hits a record high; the Trump administration courts Russia to end the Ukraine war and get Moscow’s help to pressure Iran even as Germany calls out Moscow for the unsuccessful explosive drone attack at Leipzig airport and suspected role in sabotage across Europe including the recent fire at Rohde & Schwarz’s headquarters; Trump’s demand that European nations pay for US munitions provided to Kyiv; Germany’s Isar Space’s successful Spectrum rocket launch that was the first from Western Europe to reach space; US Navy’s expected FA-XX award this coming week as the service issued a request for proposal for an new autonomous carrier-capable jet with…

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