Saturday, April 12, 2025

On Our "Virtual Route 66" Around the World: On Tariffs, Donald Trump & America's Status Around the World


 

It has been quite a week around the World as the Trade War continued with no apparent end in sight.  As we went to press with this edition of the "Virtual Route 66", the Trump Administration had exempted Computers and Cell Phones from tariffs in an apparent nod to the key Tech Players (including Apple) as the Economist' KAL captured the state of the Tariff War.  

Our team pulled together a snapshot of the discourse around the World with thoughts from David Frum of the Atlantic, Joseph Stiglitz, and the Prime Minister of Singapore.    Eric Holder reflected upon the profound challenges of the rule of law and the critical development of how the US dollar is losing its status as a safe haven.   There is also the In America in the aftermath of the Tariffs as recession looms with thoughts from David Frum, Joseph Stiglis, and Seth Meyers, and the Prime Minister of Singapore on the rule of law with Eric Holder and the voluntary withdrawal of the US and the imminent danger of the US Dollar losing its status as a haven and the rise of Europe   and a closing thought on America right now courtesy the team at the Atlantic: 


(Patrick T. Fallon / Bloomberg / Getty)

 

A tension has always existed between President Donald Trump’s push for American retrenchment and his desire to “Make America great again,” but the gulf has grown yawningly wide in the past three months. The United States is retreating from hard power, surrendering soft power, and yielding economic power. If this is what greatness looks like, what’s the alternative?

The economy is the most prominent of these at the moment, of course. Trump’s vacillations yesterday on the size of the trade war relieved financial markets of some of their immediate terror, but they don’t provide much in the way of predictability, which is what corporations crave. Trump has paused most tariffs for 90 days, but no one knows what will happen in that span, what comes next, or whether the president will change his mind again. After popping yesterday afternoon, stocks slid again today as investors apparently realized that the trade war with China was still on. (We warned them.)

The latest flip reinforces Trump’s erratic approach. One notable trend leading up to the reversal—and one that reportedly weighed heavily on Trump’s decision—was rising yields on 10-year Treasury bonds. Usually, jittery markets drive investors to buy U.S. government bonds, because they’re seen as a very stable asset; that makes yields go down. But yields rose sharply instead, which many analysts see as revealing wariness about treating the American financial system as a haven. “Technical factors can’t explain why bonds and the dollar began behaving strangely weeks ago,” The Wall Street Journal’s Greg Ip wrote this morning. “The more fundamental explanation is that global investors might be changing how they view the U.S.”

Points on the Dow Jones Industrial Average can be recovered quickly, but trust cannot, as my colleague Rogé Karma writes. If the administration’s trade policy leads the rest of the world to shy away from the United States, or even to stop treating the dollar as the world’s global reserve currency, it would be a big blow to American power, and it would be entirely self-imposed—created not by some external shock but by freely made choices. That seems like a bizarre way to increase American stature, and yet it echoes other Trump moves that voluntarily abdicate influence.

For example, the U.S. is also yielding hard power around the world. The pullback appears to be more than a simple turn away from interventionism. NBC News reported this week that the Defense Department may remove 10,000 American service members from Europe. Most notable, Trump has thrown the future of American support for Ukraine into question, even as Russia continues to show little interest in negotiating a settlement to end the war there. European countries are working to fill the vacuum by creating their own security arrangements. When Trump criticized NATO during his first term, he argued that European countries need to bolster their spending for the common defense alongside the U.S. Instead, he’s driving them to an arrangement where they don’t need America. (Meanwhile, the U.S. continues to antagonize allies by threatening to claim Greenland and annex Canada. Trump hasn’t given much explanation for how this neo-imperialism connects to his approach elsewhere, though if more places become America, then “America first” has a broader remit.)

The U.S. is giving up soft power, too, and no one is around to fill the space. The effort to close USAID means Washington has fewer ways to sway other countries to act in U.S. interests and elevate American moral standing. Sometimes, these cuts are especially appalling. One United Nations organization estimates that more than 14,000 people have died of tuberculosis since the administration slashed funding for TB-fighting efforts. Each of these deaths is a human tragedy for someone and a moral outrage, but it’s also a self-inflicted blow to American influence.

Trump has framed many of these moves, including the trade war and the pullback from Europe, as necessary to confront China. Trump has long focused his attention on China, and his advisers view it as an existential adversary in a coming era of great-power conflict. Yet these goals seem at odds. If China is truly the threat to American freedom and prosperity that Trump and his aides believe, does it really make sense to take China on alone? Or would it be easier to do so while leading a broad alliance fostered by American soft power, economic dominance, and military preparedness?

In the January issue of the Atlantic magazine, my colleague David Frum cautioned against a go-it-alone approach. “Americans have tried these narrow and selfish methods before,” he wrote. “They ended in catastrophe. History does not repeat itself: The same mistakes don’t always carry the same consequences.” With a president as erratic as Trump, the particular consequences are especially unpredictable, but going it alone is not a recipe for any kind of greatness. 

We close out with a sense of hope:






No comments:

Post a Comment