Should The Weak Dollar Worry Us?
Fri Feb 06 2026
The dollar has been volatile and weak, falling by double digits over the past year. Equities are strong, rising to valuations that some see as unsustainable. Prices of key metals and materials – gold, copper - are gyrating amid shortages, while yawning deficits are driving sovereign debt, both in the U.S. and abroad, to levels unseen since World War Two.
All of which begs us to ask: Are global markets flashing warning signs?
Tim Adams, former Under Secretary of the U.S. Treasury for International Affairs, and current President & CEO of the Institute of International Finance, joins us to discuss this vital topic. Few people can match Tim Adams’s insights into capital flows, sovereign risk, and the costs of erratic policies. He tells us what he’s hearing from institutions, what signals he’s watching, what this moment means for business leaders making decisions on how best to navigate the volatility.
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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
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The dollar has been volatile and weak, falling by double digits over the past year. Equities are strong, rising to valuations that some see as unsustainable. Prices of key metals and materials – gold, copper - are gyrating amid shortages, while yawning deficits are driving sovereign debt, both in the U.S. and abroad, to levels unseen since World War Two. All of which begs us to ask: Are global markets flashing warning signs? Tim Adams, former Under Secretary of the U.S. Treasury for International Affairs, and current President & CEO of the Institute of International Finance, joins us to discuss this vital topic. Few people can match Tim Adams’s insights into capital flows, sovereign risk, and the costs of erratic policies. He tells us what he’s hearing from institutions, what signals he’s watching, what this moment means for business leaders making decisions on how best to navigate the volatility. - 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