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Defense & Aerospace Daily Podcast [May 18, 2026] Look Ahead w/ Byron Callan

On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the drop in European defense stock prices on investor perceptions that the Ukraine war is ending, mitigating the need for European military modernization, despite the ongoing war and the continuing threat posed by Russia; US defense budget outlook as Senate and House conduct hearings as lawmakers plot a third reconciliation package to bolster spending; bipartisan skepticism about the cost of the Iran…

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