Temas de relações internacionais, de política externa e de diplomacia brasileira, com ênfase em políticas econômicas, em viagens, livros e cultura em geral. Um quilombo de resistência intelectual em defesa da racionalidade, da inteligência e das liberdades democráticas.
O que é este blog?
Este blog trata basicamente de ideias, se possível inteligentes, para pessoas inteligentes. Ele também se ocupa de ideias aplicadas à política, em especial à política econômica. Ele constitui uma tentativa de manter um pensamento crítico e independente sobre livros, sobre questões culturais em geral, focando numa discussão bem informada sobre temas de relações internacionais e de política externa do Brasil. Para meus livros e ensaios ver o website: www.pralmeida.org. Para a maior parte de meus textos, ver minha página na plataforma Academia.edu, link: https://itamaraty.academia.edu/PauloRobertodeAlmeida.
Daniel W. Drezner is a professor of international politics at the Fletcher School of Law and Diplomacy at Tufts University and a regular contributor to PostEverything.
The Washington Post, March 16, 2022 at 7:00 a.m. EDT
This is far from an academic question. Assessments vary on how long Russia can keep up the current military campaign. It seems increasingly unlikely, however, that sanctions alone will lead to either President Vladimir Putin’s downfall or his acquiescence. Russia’s oligarchs rely on Putin more than he relies on them. Perhaps military leaders get sick of the meat grinder and try to oust Putin, but that seems unlikely as well and super dangerous in a country possessing nuclear weapons. The invasion polls relatively well among Russians, so a revolution seems unlikely. Indeed, the sanctions are just as likely to trigger a rally around the flag effect as antipathy toward Putin.
If these sanctions are designed to be a new form of containment, more thought needs to be given about their long-term sustainability. Ad hoc sanctions coalitions are the ones most likely to fall apart over time, particularly if the target state incentivizes sanctions-busting. With its energy reserves, Russia has the capacity to offer such sweeteners.
If the Biden administration wants to keep the economic pressure on, it needs to consider the following interim goals:
Institutionalize the coalition. Creating a treaty-based organization is out of the question, but something like the old CoCom (Coordinating Committee for Multilateral Export Controls) regime from the Cold War might now be appropriate. The Financial Action Task Force would be another reference point. The idea would be to create a structure that allows for participating actors to stay on the same page as the sanctions regime evolves — and to signal to Putin that he can’t wait out his opponents.
Clarify the conditions under which some sanctions can be lifted. For sanctions to have any coercive impact, the target needs to believe concessions will translate into sanctions being removed. Articulating the steps Russia needs to take for sanctions to be lifted is also a useful exercise in preventing what Chatham House’s Hans Kundnani characterizes as “overcompensation.” He warns, “At this fraught moment, the biggest danger is recklessness.” Laying out terms for sanctions removal will remind everyone of the point of this project.
Keep private-sector actors on board. The official sanctions have obviously had an effect, but the private sector has massively amplified the effect. Close to 400 companiesranging from Boeing to Ikea to Maersk to McDonald’s to Starbucks to Western Union have ceased operating in Russia. Most of these actions have been “suspensions,” however. Just as contagion effects led to mass corporate withdrawal at the outset of the invasion, a reverse contagion could take place ahead of government wishes. This is where ongoing consultations between G-7 governments and firms would be useful.
Minimize the global collateral damage. The war and the sanctions combined will have significant and deleterious effects on the global economy. Food prices are likely to soar in some places as Ukrainian wheat goes off the market. Other commodity prices will spike as well. U.N. Secretary General António Guterres noted on Monday: “All of this is hitting the poorest the hardest and planting the seeds for political instability and unrest around the globe.” As Russia attempts to construct a narrative of blame for those imposing sanctions, the governments responsible for the sanctions need to take actions to minimize suffering and thwart adverse narratives. Working closely with the U.N. Global Crisis Response Group on Food, Energy and Finance would help in this area.
Keep Congress from passing any more sanctions measures. Congress loves imposing sanctions but loathes removing them. In other words, any new congressional measures are going to be extremely difficult to remove. Maybe there will come a time when that step is necessary. Now is not that time.
In theory, superpowers should possess a range of foreign policy tools: military might, cultural cachet, diplomatic persuasion, technological prowess, economic aid, and so on. But to anyone paying attention to U.S. foreign policy for the past decade, it has become obvious that the United States relies on one tool above all: economic sanctions.
Sanctions—measures taken by one country to disrupt economic exchange with another—have become the go-to solution for nearly every foreign policy problem. During President Barack Obama’s first term, the United States designated an average of 500 entities for sanctions per year for reasons ranging from human rights abuses to nuclear proliferation to violations of territorial sovereignty. That figure nearly doubled over the course of Donald Trump’s presidency. President Joe Biden, in his first few months in office, imposed new sanctions against Myanmar (for its coup), Nicaragua (for its crackdown), and Russia (for its hacking). He has not fundamentally altered any of the Trump administration’s sanctions programs beyond lifting those against the International Criminal Court. To punish Saudi Arabia for the murder of the dissident Jamal Khashoggi, the Biden administration sanctioned certain Saudi officials, and yet human rights activists wanted more.Activists have also clamored for sanctions on China for its persecution of the Uyghurs, on Hungary for its democratic backsliding, and on Israel for its treatment of the Palestinians.
This reliance on economic sanctions would be natural if they were especially effective at getting other countries to do what Washington wants, but they’re not. The most generous academic estimate of sanctions’ efficacy—a 2014 study relying on a data set maintained by the University of North Carolina—found that, at best, sanctions lead to concessions between one-third and one-half of the time. A 2019 Government Accountability Office study concluded that not even the federal government was necessarily aware when sanctions were working.Officials at the Treasury, State, and Commerce Departments, the report noted, “stated they do not conduct agency assessments of the effectiveness of sanctions in achieving broader U.S. policy goals.”
The truth is that Washington’s fixation with sanctions has little to do with their efficacy and everything to do with something else: American decline.No longer an unchallenged superpower, the United States can’t throw its weight around the way it used to. In relative terms, its military power and diplomatic influence have declined. Two decades of war, recession, polarization, and now a pandemic have dented American power. Frustrated U.S. presidents are left with fewer arrows in their quiver, and they are quick to reach for the easy, available tool of sanctions.
The problem, however, is that sanctions are hardly cost free. They strain relations with allies, antagonize adversaries, and impose economic hardship on innocent civilians.Thus, sanctions not only reveal American decline but accelerate it, too. To make matters worse, the tool is growing duller by the year. Future sanctions are likely to be even less effective as China and Russia happily swoop in to rescue targeted actors and as U.S. allies and partners tire of the repeated application of economic pressure.Together, these developments will render the U.S. dollar less central to global finance, reducing the effect of sanctions that rely on that dominance.
Washington should use sanctions surgically and sparingly. Under a more disciplined approach to economic statecraft, officials would clarify the goal of a particular measure and the criteria for repealing it. But most important, they would remember that there are other tools at their disposal. Sanctions are a specialized instrument best deployed in controlled circumstances, not an all-purpose tool for everyday use. Policymakers should treat them like a scalpel, not a Swiss Army knife.
A HISTORY OF ECONOMIC VIOLENCE
Economic statecraft has been a vital component of U.S. diplomacy since the early days of the republic. As president, Thomas Jefferson urged passage of the Embargo Act of 1807 to punish the United Kingdom and Napoleonic France for harassing U.S. ships. That effort at sanctions was a disaster. Back in the day, the United States needed European markets far more than the United Kingdom and France needed a fledgling country in the New World; the Embargo Act cost the United States far more than it did the European great powers. Even so, the United States continued to use trade as its main foreign policy tool, focusing on prying open foreign markets for export and promoting foreign investment at home. This was only natural given the paltry size of the U.S. military for most of the nineteenth century. The preeminence of the British pound in global finance also meant that the U.S. dollar was not an important currency. Trade was the primary way the United States conducted diplomacy.
At the end of World War I, the United States renewed its enthusiasm for trade sanctions as a means of regulating world politics. President Woodrow Wilson urged Americans to support the League of Nations by arguing that its power to sanction would act as a substitute for war. “A nation boycotted is a nation that is in sight of surrender,” he said in 1919. “Apply this economic, peaceful, silent, deadly remedy and there will be no need for force. It is a terrible remedy.” Americans were unconvinced, and the United States never joined the League of Nations. In the end, sanctions imposed by the league failed to deter Italy from invading Ethiopia in 1935 or stop any other act of belligerence that led to World War II. To the contrary, the U.S. embargo on fuel and other war materials going to Japan helped precipitate the attack on Pearl Harbor.
Policymakers should treat sanctions like a scalpel, not a Swiss Army knife.
The advent of the Cold War expanded the array of tools of economic statecraft available to the United States. For the first time, the country supplied a significant amount of multilateral and bilateral foreign aid; stopping that aid was an easy way of applying economic pressure. The United States’ most successful use of economic sanctions in this period came during the 1956 Suez crisis. Outraged by the British-French-Israeli invasion of Egypt, Washington prevented the United Kingdom from drawing down its International Monetary Fund reserves to defend its currency. The subsequent run on the pound forced London to withdraw its troops.
Most of the time, however, U.S. sanctions failed.In the early years of the Cold War, the United States embargoed Soviet allies to deny them access to vital resources and technologies. That embargo succeeded as an act of containment. But sanctions designed to compel changes in behavior had little bite, since the Soviet Union simply stepped in to offer economic support to the targeted economies. In the early 1960s, for example, as the United States tightened its embargo on exports to Cuba, the Soviets threw Fidel Castro’s regime an economic lifeline by channeling massive amounts of aid to Havana. Later in the Cold War, the United States used economic sanctions to pressure allies and adversaries alike to improve their human rights records. Beyond the rare success of sanctioning a close ally, economic pressure worked only when it came from a broad multilateral coalition, such as the UN sanctions against apartheid-era South Africa.
The end of the Cold War brought an initial burst of hope about sanctions. With the Soviets no longer automatically vetoing UN Security Council resolutions, it seemed possible that multilateral trade sanctions could replace war, just as Wilson had dreamed. Reality quickly proved otherwise. In 1990, after Iraq invaded Kuwait, the Security Council imposed a comprehensive trade embargo on Iraq. These crushing sanctions cut the country’s GDP in half.They were nonetheless unable to compel Saddam Hussein to withdraw from Kuwait; it took the Gulf War to accomplish that. Sanctions against Iraq continued after the war, but the humanitarian costs were staggering: infant mortality rates were widely viewed to have skyrocketed, and per capita income remained stagnant for 15 years. Iraq manipulated figures to exaggerate the humanitarian costs of the sanctions, but the deception worked. Policymakers came to believe that trade sanctions were a blunt instrument that harmed ordinary civilians rather than the elites whose behavior they were intended to alter. So they searched for smarter sanctions that could hit a regime’s ruling coalition.
The centrality of the U.S. dollar seemed to offer a way of doing just that. Beginning in the late 1990s and accelerating after 9/11, the United States made it harder for any financial institution to engage in dollar transactions with sanctioned governments, companies, or people. U.S. and foreign banks need access to U.S. dollars in order to function; even the implicit threat of being denied such access has made most banks in the world reluctant to work with sanctioned entities, effectively expelling them from the global financial system.
These sanctions have proved more potent. Whereas restrictions on trade incentivize private-sector actors to resort to black-market operations, the opposite dynamic is at play with measures concerning dollar transactions. Because financial institutions care about their global reputation and wish to stay in the good graces of U.S. regulators, they tend to comply eagerly with sanctions and even preemptively dump clients seen as too risky. In 2005, when the United States designated the Macao-based bank Banco Delta Asia as a money-laundering concern working on behalf of North Korea, even Chinese banks responded with alacrity to limit their exposure.
As U.S. sanctions grew more powerful, they scored some notable wins. The George W. Bush administration cracked down on terrorist financing and money laundering, as governments bent over backward to retain their access to the U.S. financial system. The Obama administration amped up sanctions against Iran, which drove the country to negotiate a deal restricting its nuclear program in return for the lifting of some sanctions. The Trump administration threatened to raise tariffs and shut down the U.S.-Mexican border to compel Mexico to interdict Central American migrants; in response, the Mexican government deployed its new National Guard to restrict the flow.
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Yet for every success, there were more failures. The United States has imposed decades-long sanctions on Belarus, Cuba, Russia, Syria, and Zimbabwe with little to show in the way of tangible results. The Trump administration ratcheted up U.S. economic pressure against Iran, North Korea, and Venezuela as part of its “maximum pressure” campaigns to block even minor evasions of economic restrictions. The efforts also relied on what are known as “secondary sanctions,” whereby third-party countries and companies are threatened with economic coercion if they do not agree to participate in sanctioning the initial target. In every case, the target suffered severe economic costs yet made no concessions. Not even Venezuela, a bankrupt socialist state experiencing hyperinflation in the United States’ backyard, acquiesced.
Sanctions cannot and will not go away anytime soon. Other great powers, such as China and Russia, are becoming increasingly active sanctioners.China has used an array of informal measures to punish Japan, Norway, South Korea, and even the National Basketball Association over the past decade; Russia sanctioned former Soviet republics to deter them from joining an EU initiative in eastern Europe. Aspiring great powers, such as Saudi Arabia, have also tried their hand at economic coercion. There will be more sanctions in the future, not fewer.
But that doesn’t mean the United States has to be part of the problem. Even the countries now discovering sanctions still rely on them for only a fraction of their foreign policy goals; they also sign trade deals, engage in cultural diplomacy, and dole out foreign aid to win friends and influence countries. So did the United States once. Washington needs to exercise the policy muscles it has let atrophy, lest a statecraft gap emerge between it and other governments. U.S. policymakers have become so sanctions-happy that they have blinded themselves to the long-term costs of this tool. To compete with the other great powers, the United States needs to remind the world that it is more than a one-trick pony.
DANIEL W. DREZNER is Professor of International Politics at the Fletcher School of Law and Diplomacy at Tufts University.
It is a
truth universally acknowledged that a foreign policy community in
possession of great power must be in want of peace of mind. Climate change, the
Middle East, terrorism, trade, nonproliferation—there is never a shortage of
issues and areas for those who work in international relations to fret
about. If you were to flip through the back issues of Foreign Affairs,
you would find very few essays proclaiming that policymakers had permanently
sorted out a problem. Even after the Cold War ended peacefully, these
pages were full of heated debate about civilizations clashing.
It is
therefore all too easy to dismiss the current angst over U.S. President Donald Trump as the latest hymn from the
Church of Perpetual Worry. This is hardly the first time observers have
questioned the viability of a U.S.-led global order. The peril to the West was
never greater than when the Soviet Union launched Sputnik—until U.S. President
Richard Nixon ended the Bretton Woods system. The oil shocks of the 1970s posed
a grave threat to the liberal international order—but then came the explosion
of the U.S. budget and trade deficits in the 1980s. The perpetrators of the
9/11 attacks seemed like an existential threat to the system—until the 2008 financial crisis. Now there is Trump. It is worth asking,
then, whether the current fretting is anything new. For decades, the sky has
refused to fall.
But
this time really is different. Just when many of the sources of American power
are ebbing, many of the guardrails that have kept U.S. foreign policy on track
have been worn down. It is tempting to pin this degradation on Trump and his
retrograde foreign policy views, but the erosion predated him by a good long
while. Shifts in the way Americans debate and conduct foreign policy will make
it much more difficult to right the ship in the near future. Foreign policy
discourse was the last preserve of bipartisanship, but political polarization
has irradiated that marketplace of ideas. Although future presidents will try
to restore the classical version of U.S. foreign policy, in all likelihood, it
cannot be revived.
This
time really is different.
The
American foundations undergirding the liberal international order are in grave danger, and it is
no longer possible to take the pillars of that order for granted. Think of the
current moment as a game of Jenga in which multiple pieces have been removed
but the tower still stands. As a result, some observers have concluded that the
structure remains sturdy. But in fact, it is lacking many important parts
and, on closer inspection, is teetering ever so slightly. Like a Jenga
tower, the order will continue to stand upright—right until the moment it
collapses. Every effort should be made to preserve the liberal international
order, but it is also time to start thinking about what might come after its
end.
The
gravity of the problem is dawning on some members of the foreign policy
community. Progressives are debating among themselves whether and how they should
promote liberal values abroad if they should return to power. Conservatives are
agonizing over whether the populist moment represents a permanent shift in the
way they should think about U.S. foreign policy. Neither camp is really
grappling with the end of equilibrium, however. The question is not what U.S.
foreign policy can do after Trump. The question is whether there is any viable
grand strategy that can endure past an election cycle.
THE GOOD OLD DAYS
In
foreign policy, failures garner more attention than successes. During the Cold
War, the “loss of China,” the rise of the Berlin Wall, the Vietnam War, the
energy crisis, and the Iran hostage crisis all overshadowed the persistently
effective grand strategy of containment. Only once the Soviet Union broke up
peacefully was the United States’ Cold War foreign policy viewed as an
overarching success. Since then, the wars in Afghanistan, Iraq, Libya, and Syria, along with the 2008
financial crisis and the rise of populism, have dominated the discussion. It is
all too easy to conclude that the United States’ recent foreign policy has been
an unmitigated disaster.
At the
same time that all these negative developments were taking place, however,
underlying trends were moving in a more U.S.-friendly direction. The number of
interstate wars and civil wars was falling dramatically, as was every other
metric of international violence. Democracy was spreading, liberating masses of
people from tyranny. Globalization was accelerating, slashing extreme poverty.
The United States could take a great deal of credit for these gains, because
the liberal order it nurtured and expanded had laid the foundations for
decades of relative peace and prosperity.
Washington
made mistakes, of course, such as invading Iraq and forcing countries to remove
restrictions on the flow of capital across their borders. As misguided as these
errors were, and as much as they alienated allies in the moment, they did not
permanently weaken the United States’ position in the world. U.S. soft power
suffered in the short term but recovered quickly under the Obama
administration. The United States still managed to attract allies, and in the
case of the 2011 intervention in Libya, it was NATO allies begging Washington to use force, not vice
versa. Today, the United States has more treaty allies than any other country
in the world—more, in fact, than any country ever.
The
United States was able to weather the occasional misstep in large part because
its dominance rested on such sturdy foundations. Its geographic blessings are
ample: bountiful natural resources, two large oceans to the east and the west,
and two valued partners to the north and the south. The country has been so
powerful for so long that many of its capabilities seem to be fundamental
constants of the universe rather than happenstance. The United States has had
the most powerful military in the world since 1945, and its economy, as
measured by purchasing power parity, became the biggest around 1870. Few people
writing today about international affairs can remember a time when the
United States was not the richest and most powerful country.
Long-term
hegemony only further embedded the United States’ advantage. In constructing
the liberal international order, Washington created an array of multilateral
institutions, from the UN Security Council to the World Bank, that privileged it and key allies. Having global
rules of the game benefits everyone, but the content of those rules benefited
the United States in particular. The Internet began as an outgrowth of a U.S.
Department of Defense initiative, providing to the United States an outsize
role in its governance. American higher education attracts the best of the best
from across the world, as do Silicon Valley and Hollywood, adding billions of
dollars to the U.S. economy. An immigrant culture has constantly replenished
the country’s demographic strength, helping the United States avoid the aging
problems that plague parts of Europe and the Pacific Rim.
The
United States has also benefited greatly from its financial dominance. The U.S.
dollar replaced the British pound sterling as the world’s reserve currency 75
years ago, giving the United States the deepest and most liquid capital markets
on the globe and enhancing the reach and efficacy of its economic statecraft.
In recent decades, Washington’s financial might has only grown. Even though the
2008 financial crisis began in the American housing market, the end result was
that the United States became more, rather than less, central to global capital
markets. U.S. capital markets proved to be deeper, more liquid, and better
regulated than anyone else’s. And even though many economists once
lost sleep over the country’s growing budget deficits, that has turned out
to be a non-crisis. Many now argue that the U.S. economy has a higher tolerance
for public debt than previously thought.
Diplomatically,
all these endowments ensured that regardless of the issue at hand, the United
States was always viewed as a reliable leader. Its dense and enduring network
of alliances and partnerships signaled that the commitments Washington made
were seen as credible. American hegemony bred resentment in some parts of the
globe, but even great-power rivals trusted what the United States said in
international negotiations.
At the
same time as the international system cemented the United States’ structural
power, the country’s domestic politics helped preserve a stable foreign policy.
A key dynamic was the push and pull between different schools of thought.
An equilibrium was maintained—between those who wanted the country to adopt a
more interventionist posture and those who wanted to husband national
power, between those who preferred multilateral approaches and those who
preferred unilateral ones. When one camp overreached, others would seize on the
mistake to call for a course correction. Advocates of restraint invoked the
excesses of Iraq to push for retrenchment. Supporters of intervention pointed
to the implosion of Syria to argue for a more robust posture.
Thanks
to the separation of powers within the U.S. government, no one foreign policy
camp could accrue too much influence. When the Nixon White House pursued a
strictly realpolitik approach toward the Soviet Union, Congress forced human
rights concerns onto the agenda. When the Obama administration was leery of sanctioning Iran’s
central bank, congressional hawks forced it to take more aggressive action.
Time and time again, U.S. foreign policy reverted to the mean. Overreaching was
eventually followed by restraint. Buck-passing led to leading. The results
of these crosscutting pressures were far from perfect, but they ensured that
U.S. foreign policy did not deviate too far from the status quo. Past
commitments remained credible into the future.
For
decades, these dynamics, global and domestic, kept crises from becoming
cataclysmic. U.S. foreign policy kept swinging back into equilibrium. So what
has changed? Today, there is no more equilibrium, and the structural pillars of
American power are starting to buckle.
THE NEW NORMAL
Despite
the remarkable consistency of U.S. foreign policy, behind the scenes, some
elements of American power were starting to decline. As measured by
purchasing power parity, the United States stopped being the largest economy in
the world a few years ago. Its command of the global commons has weakened
as China’s and Russia’s asymmetric capabilities have improved. The
accumulation of “forever wars” and low-intensity conflicts has taxed the
United States’ armed forces.
Outward
consistency also masked the dysfunction that was afflicting the domestic checks
on U.S. foreign policy. For starters, public opinion has ceased to act as a
real constraint on decision-makers. Paradoxically, the very things that have
ensured U.S. national security—geographic isolation and overwhelming power—have
also led most Americans to not think about foreign policy, and rationally
so. The trend began with the switch to an all-volunteer military, in 1973,
which allowed most of the public to stop caring about vital questions of war
and peace. The apathy has only grown since the end of the Cold War, and today,
poll after poll reveals that Americans rarely, if ever, base their vote on
foreign policy considerations.
The
marketplace of ideas has broken down, too. The barriers to entry for
harebrained foreign policy schemes have fallen away as Americans’ trust in
experts has eroded. Today, the United States is in the midst of a debate about
whether a wall along its southern border should be made of concrete, have
see-through slats, or be solar-powered.The ability of experts to kill bad ideas
isn’t what it used to be. The cognoscenti might believe that their informed
opinions can steady the hands of successive administrations, but they are
operating in hostile territory.
To be
fair, the hostility to foreign policy experts is not without cause. The
interventions in Afghanistan, Iraq, and Libya were massive screwups. Despite
what the experts predicted, globalization has not transformed China into a
Jeffersonian democracy. The supposedly infallible advice enshrined in the
Washington consensus ended up triggering multiple financial crises. Economists
and foreign affairs advisers advocated austerity, despite the pain it caused
the poor and the middle class, and consistently cried wolf about an
increase in interest rates that has yet to come. No wonder both Barack
Obama and Trump have taken such pleasure in bashing the Washington establishment.
Institutional
checks on the president’s foreign policy prerogatives have also
deteriorated—primarily because the other branches of government have
voluntarily surrendered them. The passage of the Smoot-Hawley Tariff Act of
1930, which exacerbated the Great Depression, showed that Congress could
not responsibly execute its constitutional responsibilities on trade. With the
1934 Reciprocal Trade Agreements Act, it delegated many of those powers to the
president, marking the beginning of a sustained decline in congressional
oversight. More recently, political polarization has rendered Congress a
dysfunctional, petulant mess, encouraging successive administrations to enhance
the powers of the executive branch. Nor has the judicial branch acted as much
of an impediment. The Supreme Court has persistently deferred to the president
on matters of national security, as it did in 2018 when it ruled in favorof the Trump administration’s travel ban.
Foreign
policy analysts largely celebrated this concentration of power in the executive
branch, and prior to Trump, their logic seemed solid. They pointed to the
public’s ignorance of and Congress’ lack of interest in international relations. As
political gridlock and polarization took hold, elected Democrats and
Republicans viewed foreign policy as merely a plaything for the next election.
And so most foreign policy elites viewed the president as the last adult in the
room.
What
they failed to plan for was the election of a president who displays the
emotional and intellectual maturity of a toddler. As a candidate, Trump
gloried in beating up on foreign policy experts, asserting that he could get
better results by relying on his gut. As president, he has governed mostly by
tantrum. He has insulted and bullied U.S. allies. He has launched trade
wars that have accomplished little beyond hurting the U.S. economy. He has said
that he trusts Russian President Vladimir Putin more than his own
intelligence briefers. His administration has withdrawn from an array of
multilateral agreements and badmouthed the institutions that remain. The
repeated attacks on the EU and NATO represent a bigger strategic mistake than
the invasion of Iraq. In multiple instances, his handpicked foreign policy
advisers have attempted to lock in decisions before the president can sabotage
them with an impulsive tweet. Even when his administration has had the germ of
a valid idea, Trump has executed the resulting policy shifts in the most
ham-handed manner imaginable.
Most of
these foreign policy moves have been controversial, counterproductive, and
perfectly legal. The same steps that empowered the president to create
foreign policy have permitted Trump to destroy what his predecessors spent
decades preserving. The other branches of government endowed the White House
with the foreign policy equivalent of a Ferrari; the current occupant has acted
like a child playing with a toy car, convinced that he is operating in a land
of make-believe.
After
Trump, a new president will no doubt try to restore sanity to U.S. foreign
policy. Surely, he or she will reverse the travel ban, halt the hostile
rhetoric toward long-standing allies, and end the attacks on the world
trading system. These patches will miss the deeper problem, however. Political
polarization has eroded the notion that presidents need to govern from the
center. Trump has eviscerated that idea. The odds are decent that a left-wing
populist will replace the current president, and then an archconservative will
replace that president. The weak constraints on the executive branch will only
make things worse. Congress has evinced little interest in playing a
constructive role when it comes to foreign policy. The public is still
checked out on world politics. The combination of worn-down guardrails and
presidents emerging from the ends of the political spectrum may well whipsaw
U.S. foreign policy between “America first” and a new Second International. The
very concept of a consistent, durable grand strategy will not be sustainable.
The
combination of worn-down guardrails and presidents emerging from the ends of
the political spectrum may well whipsaw U.S. foreign policy between “America
first” and a new Second International.
In that
event, only the credulous will consider U.S. commitments credible. Alliances
will fray, and other countries will find it easier to flout global norms. All
the while, the scars of the Trump administration will linger. The vagaries of
the current administration have already forced a mass exodus of senior
diplomats from the State Department. That human capital will be difficult
to replace. For the past two years, the number of international students who
have enrolled in U.S. university degree programs has fallen as
nativism has grown louder. It will take a while to convince foreigners
that this was a temporary spasm. After the Trump administration withdrew from
the Iran nuclear deal, it forced SWIFT, the private-sector network
that facilitates international financial transactions, to comply with
unilateral U.S. sanctions against Iran, spurring China, France, Germany,
Russia, and the United Kingdom to create an alternative payment system. That
means little right now, but in the long run, both U.S. allies and U.S. rivals
will learn to avoid relying on the dollar.
Perhaps
most important, the Trump administration has unilaterally surrendered the set
of ideals that guided U.S. policymakers for decades. It is entirely proper to
debate how much the United States should prioritize the promotion of human
rights, democracy, and the rule of law across the world. What should be
beyond debate, however, is that it is worthwhile to promote those values
overseas and enshrine them at home. Trump’s ugly rhetoric makes a mockery of
those values. Although a future president might sound better on these issues,
both allies and rivals will remember the current moment. The seeds of doubt
have been planted, and they will one day sprout.
The
factors that give the United States an advantage in the international
system—deep capital markets, liberal ideas, world-class higher education—have
winner-take-all dynamics. Other actors will be reluctant to switch away from
the dollar, Wall Street, democracy, and the Ivy League. These sectors can
withstand a few hits. Excessive use of financial statecraft, alliances with
overseas populists, or prolonged bouts of anti-immigrant hysteria, however,
will force even close allies to start thinking about alternatives. The American
advantage in these areas will go bankrupt much like Mike Campbell in The
Sun Also Rises did: “gradually and then suddenly.” Right now, the
United States’ Jenga tower is still standing. Remove a few more blocks,
however, and the wobbling will become noticeable to the unaided eye.
What
would collapse look like? The United States would remain a great power, of
course, but it would be an ordinary and less rich one. On an increasing number
of issues, U.S. preferences would carry minimal weight, as China and Europe
coordinated on a different set of rules. Persistent domestic political
polarization would encourage Middle Eastern allies, such as Israel and Saudi
Arabia, to line up with Republicans and European allies, such as Germany
and the United Kingdom, to back Democrats. The continued absence of any
coherent grand strategy would leave Latin America vulnerable to a new Great
Game as other great powers vied for influence there. Demographic pressures
would tax the United States, and the productivity slowdown would make those
pressures even worse. Trade blocs would sap global economic growth; reduced
interdependence would increase the likelihood of a great-power war.
Climate change would be mitigated nationally rather than internationally,
leaving almost everyone worse off.
WHAT, ME WORRY?
It would be delightful if, ten
years from now, critics mocked this essay’s misplaced doom and gloom. The
state of U.S. foreign policy seemed dire a decade ago, during the depths
of the financial crisis and the war in Iraq. That turned out to be more of a blip
than a trend. It remains quite possible now that Trump’s successor can
repair the damage he has wreaked. And it is worth remembering that for all the
flaws in the U.S. foreign policy machine, other great powers are hardly
omnipotent. China’s and Russia’s foreign policy successes have been accompanied
by blowback, from pushback against infrastructure projects in Asia to a hostile
Ukraine, that will make it harder for those great powers to achieve their
revisionist aims.
The
trouble with “after Trump” narratives, however, is that the 45th president is
as much a symptom of the ills plaguing U.S. foreign policy as he is a cause.
Yes, Trump has made things much, much worse. But he also inherited a system
stripped of the formal and informal checks on presidential power. That’s why
the next president will need to do much more than superficial repairs. He
or she will need to take the politically inconvenient step of encouraging
greater congressional participation in foreign policy, even if the opposing party
is in charge. Not every foreign policy initiative needs to be run through the
Defense Department. The next president could use the bully pulpit to encourage
and embrace more public debate about the United States’ role in the world.
Restoring the norm of valuing expertise, while still paying tribute to the
wisdom of crowds, would not hurt either. Nor would respecting democracy at home
while promoting the rule of law abroad.
All
these steps will make the political life of the next president more difficult.
In mostForeign Affairsarticles, this is the moment when the
writer calls for a leader to exercise the necessary political will to do the
right thing. That exhortation always sounded implausible, but now it sounds
laughable. One hopes that the Church of Perpetual Worry does not turn into an
apocalyptic cult. This time, however, the sky may really be falling.