U.S.-Iran Ceasefire Over and FY27 Budget Outlook Is Murky into Fall
Host: Roman Schweizer, Managing Director, Washington Research Group - Aerospace & Defense Policy Analyst, TD Cowen
In this episode, Roman Schweizer, the Washington Research Group geopolitics & defense analyst for TD Cowen, is joined by an all-star reporter roundtable. Together we discuss the resumed war between the U.S. and Iran, the complicated picture of defense spending heading into FY27 and a preview of the Farnborough International Air Show. The budget outlook is muddled along multiple tracks (the base budget, a third or fourth reconciliation package and a Department of War supplemental request). Finally, Congress needs to get a continuing resolution in place before October 1 or there could be a shutdown.
| Chapitres: | |
|---|---|
| 1:35 | U.S.-Iran war update and impacts on budget |
| 11:15 | Budget outlook: base, reconciliation and supplemental |
| 28:50 | Right-to-repair and capital distribution in NDAA language |
| 36:50 | Thoughts on NATO |
| 41:09 | Farnborough International Air Show preview |
| 49:50 | What to watch for |
This podcast was recorded on July 17, 2026.
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