Shows
The Call by the Global Intelligence DeskHow Fast Can You Make A Trade Deal?In today’s episode of The Call, Wendy Cutler, Vice President, Asia Society Policy Institute and former Acting Deputy U.S. Trade Representative, warns businesses to brace for more uncertainty, re-risk and scrutinize supply chains. As the U.S. and China prepare for their first high-level talks since the tariff announcement, Cutler joins Jay Sapsford to explain what it actually takes to land a deal—and why speed, trust, and leverage are in short supply.- The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Globa...2025-05-0921 minThe Call by the Global Intelligence DeskCan the U.S. and China Pull Back From the Brink?The U.S.-China relationship is at its most strained point in decades, with tariffs surging, trade collapsing, and trust evaporating. Jeremie Waterman, President of the China Center at the U.S. Chamber of Commerce, warns that this moment didn’t begin with Trump or Biden—but with long-running structural forces on both sides. He joins Jay Sapsford on The Call to break down China’s push for self-reliance, what’s really driving decoupling, and, in a race against the clock, what both sides need to be doing to stabilize the relationship.- The Call is a ser...2025-05-0722 minThe Call by the Global Intelligence DeskWill India Miss Its Moment? Raghuram Rajan on Youth, Jobs & Whether Jerome Powell Will Keep His JobIndia is the world’s most populous country, its economy is growing at 7%—but is that enough? India could grow old before it grows rich, warns Raghuram Rajan, former Governor of the Reserve Bank of India and Professor at Chicago Booth School of Business. He joins Jay Sapsford on The Call to unpack the demographic boom, the myth of manufacturing, and why India’s real opportunity may lie in services, not supply chains.- The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access...2025-05-0222 minThe Call by the Global Intelligence DeskIs a New U.S.-China Cold War Already Underway?“Each side has essentially put trade embargoes on the other,” warns Wall Street Journal Chief China Correspondent Lingling Wei. With Xi Jinping doubling down on strategic industries and bloc-building abroad, Wei argues today’s rift goes beyond tariffs—it’s about ideology and long-term power.She joins Jay Sapsford on The Call to break down the risks of escalation, China’s limited pain tolerance, and why the neither side should assume it holds all the leverage.- The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Gl...2025-04-2422 minThe Call by the Global Intelligence DeskIs Anyone Winning the Trade War?Global markets have entered a period of intense volatility after the U.S. announced a new round of tariffs last week, putting a floor of 10% on most goods entering the country and targeting specific nations for double digit duties. Some economists now say the chances of a recession – both at home and abroad – are growing. Mark Zandi, Chief Economist at Moody's Analytics, joins us to assess these rapidly moving developments. We’ll explore the possible macroeconomic scenarios, and the political economy shaping this moment in the days and weeks ahead. - The Call is a series o...2025-04-1123 minThe Call by the Global Intelligence DeskHow unprecedented is the new U.S. tariff policy?A blanket tariff of 10% on foreign imports was announced, with some exemptions, by the Trump administration, designed to respond to trade imbalances. Those follow a recent announcement of 25% tariffs on autos, effective this month, and earlier trade restrictions including levies on steel and aluminum. The changes mark a major inflection point in U.S. trade policy, with significant consequences, including higher costs for manufacturers and shippers, supply chain disruptions, and possible retaliation from both allies and adversaries.How significant are these levies? Are tariffs as radical as they appear to be in the context of history? And...2025-04-0423 minThe Call by the Global Intelligence DeskThe alarming economic fallout from U.S. fees on Chinese shipsThe USTR is proposing steep docking fees on Chinese-built ships to counter China’s rapid rise in shipbuilding; a sector the U.S. says benefits from unfair trade practices. The proposed fees—up to $1.5 million per port call—aim to curb reliance on Chinese shipbuilding and reignite domestic capacity. But opponents say the policy could backfire, harming U.S. competitiveness across agriculture, energy, and logistics while doing little to revitalize shipyards. Given the U.S. reliance on Chinese vessels, some believe the bipartisan initiative could trigger significant economic disruption, including higher shipping costs, inflationary pressures, and reduced competi...2025-03-2616 minThe Call by the Global Intelligence DeskIs China about to surpass America in Artificial Intelligence?AI is everywhere. It is the most mentioned term in corporate earnings reports, a driving force behind market shifts, and, most importantly, the technology most shaping the future of warfare and global security. The U.S. now faces challenges to its AI dominance as rivals – notably China – scramble to develop advanced AI-driven military capabilities. Paul Scharre, a former Pentagon official and the author of Four Battlegrounds: Power in the Age of Artificial Intelligence, sees both risks and opportunities in the unfolding global AI arms race. We asked him these important questions: How secure is America’s AI advanta...2025-03-2118 minThe Call by the Global Intelligence DeskAre we ready for the end of NATO? With Admiral James StavridisNATO faces a moment of reckoning. Doubts about the U.S. commitment to the alliance are growing at a time when Russia’s attack on Ukraine challenges Europe from the East. Long the backbone of European security, NATO members must now confront hard questions: What happens if the U.S. pulls back entirely? Is Europe ready to stand on its own?U.S. Navy Admiral James Stavridis (Ret.), former NATO Supreme Allied Commander, argues Europe is already preparing for a post-NATO era, with significant consequences for both U.S. influence and its defense industry. Across European capitals, pl...2025-03-1922 minThe Call by the Global Intelligence DeskWhat's really driving China toward recessionChina’s economy is slowing. Amid weak borrowing, slack investment, deflationary pressures and uneven growth, the evidence points to China slipping into a "balance sheet recession"—a phenomenon our guest, Richard Koo, first diagnosed during Japan’s lost decades of the 90s, and then identified in the financial crises of both Europe and the U.S. The former New York Fed official, who has consulted governments and testified in the U.S. congress, spent decades analyzing how economies recover—or fail to recover—from balance sheet recessions. Koo explores what China must do to avoid stagnation, and lay out the...2025-03-1219 minThe Call by the Global Intelligence DeskWhat Will It Take to Secure Ukraine? With General David PetraeusUkraine is at a pivotal moment. As Great Powers seek to resolve the conflict, and vie for influence, questions are surfacing over what level of commitment—military, economic, and strategic—will be required to secure Ukraine’s future. Those questions have broader implications for both Europe and the global balance of power and ultimately will help shape trade and investment across strategic domains. Our guest, General David Petraeus (Ret.), brings unparalleled insight into the evolving geopolitical landscape. Between 2001 and 2021, the conflicts in Iraq and Afghanistan were a primary economic and military focus of the United States. At the tim...2025-03-0523 minThe Call by the Global Intelligence DeskAre We Ready for a New Age of Great Power Rivalry?The global landscape is undergoing profound shifts. The era of a U.S.-led, rules-based order is fading. In its place, we see a world driven by raw power, strategic rivalry, and shifting alliances—where military strength, economic leverage, and geopolitical maneuvering define who gets a seat at the table. This episode's guest, SAIS’s Hal Brands, sees the Trump administration as likely to attempt a grand reset with Moscow, hoping to break Russia from its growing alignment with China. But will this gamble pay off, or will it only push Moscow and Beijing closer together? And what d...2025-02-2820 minThe Call by the Global Intelligence DeskWhat Dynamics Will Shape a New Era of Transatlantic Security?The Munich Security Conference kicks off in Germany this Friday amid tensions on both sides of the Atlantic. Meanwhile, defense priorities are shifting with a new U.S. administration and upcoming elections in Germany and the European Union. Many items are on the agenda, but the conference will conclude with a discussion on Europe’s role in the world. We are joined by Keith Webster, Vice President at the Chamber, and President of the Defense and Aerospace Council and Federal Acquisition Council, calling in from Munich ahead of the Munich Security Conference. Webster will share his expectations for...2025-02-1417 minThe Call by the Global Intelligence DeskWhat Choices Will Shape Colombia in 2025 and Beyond?Colombia stands at a critical economic juncture. Amid political uncertainty, shifting trade relations, security concerns and an ambitious energy transition, credit rating agencies are watching Colombia's fiscal health. A dispute with the U.S. over migrants and tariffs was resolved quickly, but focused attention on the bi-lateral relationship. Bogota’s policies on fossil fuel dependency, taxation, and investment are shaping the nation’s trajectory, while global factors—ranging from a strong U.S. dollar to geopolitical shifts—add further complexity. For this timely discussion, The Global Intelligence Desk is excited to host Juan Daniel Oviedo, an economi...2025-02-0726 minThe Call by the Global Intelligence DeskWhat Does Richard Haass See for the U.S. in 2025 and Beyond?The U.S. will face a slew of foreign policy issues that will require attention in the months and years ahead: a weakened Iran in the Middle East, an economically struggling China, an expiring nuclear arms deal with Russia, a prolonged war in Ukraine, and a long list of economic issues involving friends and rivals alike. These challenges, and geopolitics in general, are rising to the top of the agenda of any U.S. business operating across borders. For 2025’s first episode of The Call, the Global Intelligence Desk is delighted to host an extended, live conve...2025-01-2428 minThe Call by the Global Intelligence DeskWhat Does China’s Slowdown Mean for its Global Ambitions? (12/17/24)After managing decades of double-digit economic expansion, China is now struggling to produce growth at half that rate, the result of a property market bust, deflation, flagging consumption and the collapse of local infrastructure investment. The upshot is growing uncertainty over Beijing’s economic, diplomatic and military role in the world, and to address that uncertainty, the Global Intelligence Desk is delighted to host an episode of The Call with Elizabeth Economy, the Hargrove Senior Fellow and co-chair of the Program on the US, China, and the World at the Hoover Institution. Economy will help us address a se...2025-01-2122 minThe Call by the Global Intelligence DeskIs Water Too Cheap? (12/12/24)Businesses rely on water as a critical resource in the production and delivery of food and manufactured goods. Water stress can drive up costs, cause a significant disruption and lead to delays. Some say water is too cheap, too available, and often subsidized, causing overuse and poor stewardship. Our guest, Dr. Alex Money, Principal Investigator at Oxford University and founder of Watermarq, helps us address a series of questions related to the proposal for a rethink of water pricing: What are the tradeoffs to raising the price of water? Will this lead to better management of resource? Or just...2025-01-2122 minThe Call by the Global Intelligence DeskHow Will The Downfall Of Syria's Assad Shape The Middle East? (12/10/24)Syria, now lead by Abu Mohammed al-Golani, the “Gatsby of jihadists,” faces a pivotal inflection point akin to the collapse of the Berlin Wall in the Middle East. If this government shift materializes into something more substantial, it could end decades of isolation, redraw Middle Eastern trade routes, and disrupt global power dynamics. On a special rapid response episode of the Call, Jennifer Miel, the U.S. Chamber of Commerce's Vice President of Middle East, Central Asia and Türkiye, joins Jay to offer crucial context and the best guideposts to watch as this story unfolds.Thi...2025-01-2119 minThe Call by the Global Intelligence DeskWill Technology Erode the Global Hegemony of the Dollar? (12/5/24)This week on The Call, we speak with Josh Lipsky from the Atlantic Council about the rapid evolution of financial technology and digital payment systems, a transformative shift that is opening more possibilities for trade across borders without touching the dollar. Interest in these networks is growing in the wake of the Ukraine war, and the sanctions the West imposed on Moscow, but another driver is simply a desire to develop cross-border payment systems that are fast, safe, easy and cheap.This episode was originally recorded on 12/5/24- The Call is a series...2025-01-2120 minThe Call by the Global Intelligence DeskWhat Are The Stakes In China's Growing Presence In Latin America? (11/21/24)The Global Intelligence Desk hosts Margaret Myers, director at think tank Inter-American Dialogue for a conversation that sheds light on the implications of China’s growing presence in Latin America.This episode was originally recorded on 11/21/24)- 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 thereafter.Learn more about the Global Intelligence Desk: http...2025-01-2123 minThe Call by the Global Intelligence DeskCan Germany’s Next Government Clear the Hurdles to Recovery? (11/19/24)Germany’s ruling coalition collapsed last fall just as Europe’s largest economy faces growing economic challenges. Energy costs are high, productivity is low, and its population is aging even as a backlash is growing against immigration – which is fragmenting the political landscape into increasingly entrenched camps. Signs are emerging that China, the U.S. and other key German export markets are growing less welcoming. All of this will force Berlin to face long-term challenges that have been building for years, says Judy Dempsey, Senior Fellow at Carnegie Europe, an affiliate of the Carnegie Endowment for International Peace, and a forme...2025-01-2119 minThe Call by the Global Intelligence DeskWhat Tensions Will Flow From The Melting Arctic? (11/12/24)The U.S. Chamber's Global Intelligence Desk is delighted to host an episode of The Call with German Marshall Fund former president and Senior Advisor Heather A. Conley, a leading expert on the growing Chinese-Russian collaboration in the Arctic.(This episode of The Call was recorded on November 12, 2024)- 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 wi...2025-01-2023 minThe Call by the Global Intelligence DeskDoes Japan's Long Slump Offer Lessons For China? (10/31/24)Is China fighting off a Japan-style deflationary spiral? Stephen Roach, an economist affiliated with Yale University and a long-time scholar of both China and Japan, will joins the Call to share his analysis, noting the similarities do not mean China is destined to suffer Japan’s fate – unless China’s leadership fails to rise to the challenge with much more action. (This episode was recorded on 10/31/24)- 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...2025-01-2020 minThe Call by the Global Intelligence DeskOn BRICS, the Dollar and Moscow’s Show of Friends (10/24/24)This week, Russia hosts the 16th BRICS Summit in the southwestern city of Kazan, the first meeting since the original members - Brazil, Russia, India, China and South Africa - expanded to include Egypt, Ethiopia, Iran and the United Arab Emirates.As the IMF and World Bank convene in Washington, President Vladimir Putin has positioned the summit as proof of Russia's resilience under Western sanctions and a step towards reducing reliance on the U.S. dollar as the global reserve currency.Few expect any serious move to advance dollar alternatives. The meeting, however...2025-01-2020 minThe Call by the Global Intelligence DeskWhen Commerce Favors Geopolitics Over Economics (10/22/24)Host Jay Sapsford welcomes Edward Price from the NYU Center for Global Affairs to discuss the increased fragmentation of world trade as the IMF and World Bank meet in Washington while the BRICS group of nations meets in Russia. (This episode was recorded on 10/22/24)- 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 thereafter.Learn mo...2025-01-2018 minThe Call by the Global Intelligence DeskIsrael Weakens Hezbollah, Iran Retaliates, The World Braces (10/3/24)In this episode of The Call, host Jay Sapsford asks expert Professor Vali Nasr from Johns Hopkins what to expect from an increasingly volatile situation in the Middle East. (This episode was recorded on 10/3/24)- 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 thereafter.Learn more about the Global Intelligence Desk: https://globalintelligencedesk.com/Jo...2025-01-2029 minThe Call by the Global Intelligence DeskMorena's Dominance and Mexico's Constitutional Reforms (9/18/24)In this episode of The Call, host Jay Sapsford talks to former US Ambassador to Mexico Roberta S. Jacobson and Neil Herrington from the US Chamber of Commerce about the election of Claudia Sheinbaum and what it means to future US - Mexican relations. (This episode was recorded on 9/18/2024)- 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 li...2025-01-2027 minThe Call by the Global Intelligence DeskU.S. Dockside Dispute Looms Over Global Supply Chains (9/12/24)Host Jay Sapsford discusses the possible dockworkers strike with Vespucci Maritime CEO Lars Jenson and Chamber of Commerce VP John Drake (original record date 9/12/2024)- 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 thereafter.Learn more about the Global Intelligence Desk: https://globalintelligencedesk.com/Join the conversation on LinkedIn: / global-intelligence-desk 2025-01-2022 min