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© 2025 The Call by the Global Intelligence Desk
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Hosted by Jay Sapsford, The Call delivers timely and incisive analysis to help businesses navigate risks and opportunities.
54 Episodes
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Seven years ago, economists at Capital Economics, an independent macro-economic consultancy, issued a paper entitled The Coming Slowdown in China. At a time when much of the world was convinced China would overtake the U.S., they argued that tailwinds were already turning into headwinds. Our guest on this episode of The Call is Mark Williams, Chief Asia Economist at Capital Economics, and co-author of the firm’s provocative report. We ask Williams to revisit his firm’s thesis today, se...
Adam Posen, in the most recent issue of Foreign Affairs, published a stark argument that has generated buzz here in DC: The U.S., in his telling, has leveraged its role as a ‘global insurer’ underwriting the risks of the world’s economic system, to extract ever richer premiums from allies, demanding more and more as the price of U.S.-led security. At a time when the world was already undergoing significant changes, Posen joins the Call to raise significant questions about the role of t...
From autonomous systems to AI-driven targeting, warfare is being redefined by innovation. This week’s guest, former Defense Under-Secretary Michèle Flournoy, argues that America’s ability to deter and win wars, now, depends less on troop strength and more on its capacity to out-innovate its rivals through cutting-edge research, skilled talent, and fast investment. She will outline how deterrence is shifting as defense innovation accelerates worldwide, and allies modernize their military -- an...
Japan has made history by electing Sanae Takaichi as its first female prime minister, but her Liberal Democratic Party was forced to shift rightward after centrists lost the premiership. Having just secured Japan’s top post, Takaichi has only days to prepare to meet with President Trump and will have to navigate a slew of difficult issues with a famously unpredictable U.S. leader. David Boling, former Hill staffer, USTR trade negotiator, and currently Director, Japan and Asian Tr...
As the dust of the IMF Annual Meetings settles, the world is now defined by uncertainty. The weaponization of trade, the steep price of resilience, and debt levels set to reach 100% of global GDP by 2030 – all combine for difficult terrain to navigate. This brings forward our question: Who leads in a fragmented world? Robert Zoellick, Chairman of Americas, at Temasek, Singapore’s Sovereign Wealth Fund, former President of the World Bank, U.S. Trade Represe...
Pierre-Olivier Gourinchas joins the Call live from the IMF meetings in Washington., which is happening amid surging public debt levels, growing trade restrictions, and technological advances that promise to reshape labor and productivity. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access to The Call is a benefit to the Chamber’s members; however, we are pleased to provide recordings of the calls for wider ...
Gita Gopinath joins The Call just days before the IMF Annual Meetings, at a moment when the question for governments and businesses alike is clear: Can the global economy grow in a fragmented world? With debt levels surging, trade disputes escalating, and AI transforming labor markets, the stakes for CEOs and policymakers have rarely been higher. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access to The Cal...
Absolutely not, says this says this week’s guest. Mark Sobel, U.S. Chairman at OMFIF and former U.S. representative to the IMF, explained, “dollarization is not the answer. What Argentina needs is a flexible exchange rate, not a trap with no exit.” Sobel joins Jay Sapsford to explore why Argentina keeps stumbling into crisis, the risks of Washington’s latest bailout, and why the peso still matters for the country’s future. - The Call is a series of live video conversations featuring ex...
With markets bracing for the Fed’s rate decision today, former Cleveland Fed President & CEO Loretta Mester joins Jay Sapsford on this week’s episode to weigh the risks: insurance cuts vs. the danger of reigniting inflation. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access to The Call is a benefit to the Chamber’s members; however, we are pleased to provide recordings of the calls for wider listening ...
Jeffrey Currie, Chief Strategy Officer of Carlyle’s Energy Pathways, joins the Call to unpack copper’s price whiplash, the coming U.S. tariffs, and why this ancient metal’s resurgence has become a heated subject matter in corporate boardrooms. Currie, widely known for calling copper the “new oil”, will explain its surging demand, driven by its growing role in semiconductors and EVs, in AI plans and data centers, electrical grids, and arms manufacturing. Meeting that demand won’t be easy. New ...
John Neuffer, President & CEO of the Semiconductor Industry Association, joins host Jay Sapsford to provide the broad context of the cross-border tensions for perhaps the world’s most innovative sector, a $600 billion chips industry that supplies the brains embedded in everything from computers and cars to cell phones and refrigerators. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access to The Call is a...
The Fed is facing growing discontent among some – including the President – over Fed Chair Jay Powell’s failure to ease interest rates, as well as criticism from Congress over cost escalations in a Fed office renovation. Former CEO and President of the St. Louis Federal Reserve, James Bullard, and one of the earliest voices to warn of inflation risks joins the Call to discuss this tension. Currently the Dean of the Mitch Daniels School of Business at Purdue University, Bullard took over the r...
President Trump’s threat to impose a 25% tariff on Japanese auto imports has jolted the U.S.–Japan alliance days ahead of Japan’s July 20 upper-house elections. Despite repeated rounds of negotiations, a deal remains elusive, raising questions about the future of one of the world’s most important bilateral security relationships between Tokyo and Washington. This week’s guest, Dr. William Chou, a seasoned Japan analyst, unpacks how trade tensions are shaping political dynamics in Tokyo,...
The U.S. will assume the presidency of the G20 in December, presenting a unique moment next year for Washington to demonstrate global leadership by hosting perhaps the most important multilateral forum, the G20’s annual summit. It is also a moment of consequence for the U.S. Chamber, as it convenes the B20 ahead of the G20 summit, providing the business community an opportunity to help shape the G20 agenda. Our guest, Dr. Leslie Vinjamuri, argues the summit is an opportunity for the U....
The U.S. dollar reigns supreme, but its role as the default global currency is increasingly under scrutiny. In his new book, Our Dollar, Your Problem, today's guest Ken Rogoff argues the greenback’s primacy might erode faster than expected. The biggest challenge might not be the status of the dollar as a reserve currency, but as the preferred unit of global exchange. Some of the U.S.’ biggest rivals, Rogoff argues, are increasingly uncomfortable with the U.S. controlling the rails of global f...
After U.S. strikes on Iranian nuclear sites, many expected oil prices to soar. But they didn’t. Why? This week’s guest, Daniel Yergin, Pulitzer Prize-winning author of The Prize and Vice Chairman of S&P Global, joins Jay Sapsford to explain how U.S. shale reshaped the oil market, and why America still defends flows it no longer relies on. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access to The Call is...
The Pentagon is reviewing plans for the joint provision of nuclear submarines to Australia, a deal seen as the pillar of the trilateral security partnership between Australia, the U.K., and the U.S., or “AUKUS.” The review has sparked alarm in both Canberra and London and raises hard questions about U.S. shipbuilding capacity, defense readiness, and Washington’s long-term vision for deterrence in the Indo-Pacific. Former Deputy Secretary of State Dr. Kurt Campbell, a driving force behin...
Southeast Asia is stuck in the middle; caught between Washington’s push to address Chinese trade practices and Beijing’s growing economic clout. This week’s guest, John Goyer, VP for Southeast Asia & Oceania at the U.S. Chamber of Commerce,has recently returned from a tour across the region—and joined this week’s episode to unpack how governments are navigating the pressure. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intellig...
Tariffs don’t just change the cost of goods—they change where, how, and even if goods move at all. Recent trade talks threaten to upend these logistics for U.S. businesses and consumers. Uncertainties over the scope of the tariff regime, meanwhile, are growing after the U.S. Court of International Trade ruled against the administration’s key justification for the levies. All of which raises questions for the business community: * Can supply chains adapt to a ne...
Lawrence H. Summers, Charles W. Eliot University Professor and President Emeritus at Harvard University, joins Jay to discuss the evolving role of the dollar in the global economy. As a former U.S. Treasury Secretary and Director of the National Economic Council, Summers brings decades of insight into the forces shaping global markets. He is now raising pointed concerns about how the new tariff regime could threaten confidence in the U.S. dollar and America’s role as the world’s financial saf...
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