The Call by the Global Intelligence Desk

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.

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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  

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.

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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  

The UN General Assembly is convening next week, for the fourth time since Russia’s invasion of Ukraine—and once again, the war will be high on the agenda. As the conflict nears its fourth year with no end in sight, the war is contributing to a global military build up, which reached a record $2.7 trillion in 2024, a surge not seen since the Cold War. John Lough, Head of Foreign Policy at the New Eurasian Strategies Centre, joins this week’s episode as the conflict extends into a grinding war of attrition: disrupting Europe’s security order, straining defense stockpiles, reshaping trade and energy flows while its sparking debate among allies over how to support the resistance. For those of us on the Chamber’s Global Intelligence Desk, the central question is no longer about how this war ends, but rather, what if it drags on for years to come? What are the costs of an open-ended conflict for Ukraine, Europe, and the global economy?

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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  

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.

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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  

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 mining projects face hurdles, ore grades are declining, and bottlenecks in refining and smelting persist. Meanwhile, news of tariffs on some copper imports, but not others, underscores the complicated strategic role of this commodity. Currie, who has warned of underinvestment in the physical economy, will break down what’s real, what’s policy-driven, and where copper fits into the roiling national security debate over the cost and supply of crucial commodities. As he puts it, “Wars are won with supply chains and capital.”

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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  

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.

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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  

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 regional Fed role just as the U.S. economy was entering a prolonged financial crisis in 2008 and held that role until 2023; he brings over a decade of insider knowledge into how the Fed thinks and acts.

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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  

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, why Japan isn’t getting credit for its significant U.S. investments and military support, and the impact all this might have on supply chains, defense, technology – and Japan’s elections. 

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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  

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.S. to set the tenor on a slew of issues. As co-author of a recent piece in Foreign Affairs, Dr. Vinjamuri says the G20 presents a powerful vehicle for brokering deals and advancing shared agendas, such as sustainable development, digital connectivity and energy cooperation.  
 
The U.S. remains the undisputed economic and military power of the world. But does the will in exists in Washington to broaden its definition of U.S. interests at a time of growing isolationism? We can think of no better guest to help us than Dr. Vinjamuri, who brings to The Call years of policy experience by way of Chatham House, the Queen Elizabeth II Academy for Leadership in International Affairs, SOAS University of London, Georgetown University, Harvard University, and the London School of Economics, among others.

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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  

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 finance through the dollar, and – from Russia to especially China – our adversaries are testing alternatives to dollar invoicing. That raises the question: Is China coming for the dollar? Rogoff joins Jay Sapsford to discuss China’s ambitions amid a weakened economy, why U.S. policies may make the dollar more vulnerable, and the implications of technology lowering the barriers to cross-border transactions.

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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