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

“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.

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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

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.

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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

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, in the months and years ahead, how might markets, stakeholders, and the economy react based on past precedent? Douglas A. Irwin, a leading historian of U.S. trade policy, joins us to unpack these pressing questions and understand the potential impacts of this moment, and how it fits into the longer arc of American economic statecraft.

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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 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 competitiveness of U.S. exports.

Our guest this week is Lars Jensen, the CEO of the consultancy Vespucci Maritime, who brings his expertise and decades of container shipping industry experience to The Call to shed light on what is likely the most important trade restriction that no one is talking about today.

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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

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 advantage? And what steps must the U.S. take to maintain its strategic edge in this critical domain?

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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

NATO 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, plans are being made to dramatically increase defense spending to levels that match the U.S. As Washington shows more sympathy for Moscow, some are proposing expanded European ties with Beijing. Admiral Stavridis provides a candid assessment of the geopolitical stakes.

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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

China’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 stakes for global markets, trade, and investment.

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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