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Dec 5, 2024 | 
aviationweek.com | Byron Callan
Recent messages on social media platform X about federal spending, civilian workforce cuts, the Lockheed Martin F-35 and autonomous systems are a pointed reminder of uncertainties that face the defense sector in 2025-26. As a general rule, markets dislike uncertainty. It may take months for things...
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Nov 6, 2024 | 
breakingdefense.com | Valerie Insinna |Byron Callan
EDITOR’S NOTE: A version of this story was published last week. With Donald Trump’s victory in Tuesday’s election, we are republishing with updated commentary. WASHINGTON — A second Donald Trump administration will likely bring unpredictability in defense spending, but the final makeup of Congress will help drive the ultimate final number for the defense budget, analysts tell Breaking Defense. Trump’s win over Vice President Kamala Harris is coming hand in hand with a takeover of the Senate.
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Nov 3, 2024 | 
forbes.com.au | Jeremy Bogaisky |Byron Callan |Ty Roush |Antonio Pequeño IV
Published on November 4, 2024 New Boeing CEO Kelly Ortberg has a full plate: his Seattle-area assembly workers are on strike; customers and regulators are breathing down his neck to fix manufacturing quality problems with the company’s commercial airplanes; and his defense and space division is bleeding red ink.
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Sep 12, 2024 | 
aviationweek.com | Byron Callan
Russia’s full-scale war with Ukraine will reach the 1,000-day mark in late November. The war is bound to end in a settlement eventually, as neither Ukraine nor Russia appears to have the capability to defeat the other unconditionally. What happens before that settlement, when the war ends and what...
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Jun 16, 2024 | 
aviationweek.com | Byron Callan
The current consensus is that the 2024 race for the U.S. presidency is too close to call. Election Day is still months away, but it is worth assessing what a Trump presidency in 2025-28 might mean for the defense sector. Policies can change. There are no leading candidates yet for defense positions...
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Jun 16, 2024 | 
aviationweek.com | Byron Callan
The current consensus is that the 2024 race for the U.S. presidency is too close to call. Election Day is still months away, but it is worth assessing what a Trump presidency in 2025-28 might mean for the defense sector. Policies can change. There are no leading candidates yet for defense positions...
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Dec 7, 2023 | 
news.yahoo.com | Byron Callan
Most U.S. stocks where defense is a factor have underperformed in the S&P 500 in 2023. There have been some expectations, notably AeroVironment, Booz Allen Hamilton, and Kratos Defense and Security Solutions. In addition, most defense stocks in Europe, the Middle East and Asia have done far better than U.S. ones. It’s too soon to say whether this pattern can or will change in 2024, but it’s worth reviewing some of the factors which will bear on U.S. defense sentiment in 2024.
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Dec 4, 2023 | 
defensenews.com | Byron Callan
Most U.S. stocks where defense is a factor have underperformed in the S&P 500 in 2023. There have been some expectations, notably AeroVironment, Booz Allen Hamilton, and Kratos Defense and Security Solutions. In addition, most defense stocks in Europe, the Middle East and Asia have done far better than U.S. ones. It’s too soon to say whether this pattern can or will change in 2024, but it’s worth reviewing some of the factors which will bear on U.S. defense sentiment in 2024.
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Nov 10, 2023 | 
devdiscourse.com | Byron Callan
Dubai will stage its high-profile aerospace pageant next week against the backdrop of the Israel-Hamas war in Gaza that is pushing up demand for weapons while closing airspace and making flights longer and more expensive for some airlines. The biennial Dubai Airshow is typically a barometer for the aviation industry and in the past has produced a frenzy of commercial deals for jetmakers Airbus and Boeing. It is also an opportunity to test the mood of arms buyers.
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Sep 27, 2023 | 
aviationweek.com | Byron Callan |Jennifer DiMascio |Steve Trimble
Capital Alpha Partners’ Byron Callan and Sam Bendett from the Center for Naval Analysis join Aviation Week editors to discuss challenges with the Pentagon’s initiative to manufacture masses of uncrewed vehicles learned from the war in Ukraine and posed by the Indo-Pacific theater. Invade Taiwan? Encounter A ‘Hellscape’AeroVironment Aims To Command The Drone SwarmPentagon’s ‘Replicator’ Plan To Build On Existing UAS ProgramsDon't miss a single episode of the award-winning Check 6.
