The Call by the Global Intelligence Desk

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.

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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 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 behind AUKUS and a key architect of U.S. Indo-Pacific strategy, joins us to assess whether AUKUS is faltering, what this moment signals about U.S. global commitments, and whether the trilateral pact can still deliver on its promise of security and technological edge. 

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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  

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.

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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  

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 new era of increasingly fragmented trade?
 * How will the disruption impact especially small businesses?
 * Will market forces help businesses find ways around new trade hurdles?
  
 Ryan Petersen, CEO of Flexport, joins Jay to discuss this timely and important topic.

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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  

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 safe haven.

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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  

In today’s episode of The Call, Robert Kaplan, Vice Chairman at Goldman Sachs and former President of the Dallas Fed, lays out why the U.S. Federal Reserve is cornered by rising tariffs, sticky inflation, and mounting political pressure.
  
As businesses brace for slower growth and the Fed takes a wait-and-see stance, Kaplan joins Jay Sapsford to explain why this moment calls on business leaders to be risk managers, not forecasters—and what’s at stake if confidence in U.S. markets continues to erode.

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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 U.S. tariffs back in play, Canadian businesses are bracing for a long, politically charged road ahead. Candace Laing, President and CEO of the Canadian Chamber of Commerce, joins Jay Sapsford to unpack rising trade tensions between two of the world’s closest allies—and what they mean for the $3.6 billion in business that happens across the U.S.–Canada border every day. Can one of the world’s most integrated trading relationships withstand this pressure?

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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  

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.

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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.-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.

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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  

India 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.

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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