The U.S. Chamber of Commerce Global Intelligence Desk
54 episodes
2 days ago
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...
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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...
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 ...
The Call by the Global Intelligence Desk
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...
