How Has US Foreign Affairs Changed Under Trump?

George Friedman |


Now that Donald Trump has been president of the United States for a year, I’m struck by how stable US foreign policy has been. Things remain unchanged, for the most part, or are following the path they were on when he was elected. His behavior has been extremely disruptive, of course, and the fact that he is disliked around the world creates the impression that US behavior is altogether different. But it isn’t.

Abrasive but Not Preposterous

Consider US relations with NATO. Trump raised the question of whether NATO was obsolete. The way he raised the question was no doubt abrasive, but considering the alliance is now 65 years old, it’s not a preposterous question to ask. And yet the answer is the same. The US position has not changed. The US is still a full member, and Trump has pledged to honor Article 5, which commits the United States to come to the defense of any member.

US policy toward Russia, for all the vitriol that surrounds it, is remarkably similar to the policies in place before Trump’s election. The United States levied additional sanctions on Russia, which agrees with the US that bilateral relations are the worst they’ve been in decades. (Notably, the sanctions were initiated by Congress but unopposed by Trump.) US interests in Ukraine are largely the same—the promise to send anti-tank missiles to Kiev poses only a modest challenge to Moscow—as are US commitments to the Baltics and Central and Eastern Europe, where troop deployments, rotations, and exercises continue to take place.

US relations with China are not so different either. The North Korea issue notwithstanding, Washington continues to demand that China change its export and currency policy. In keeping with prior administrations, Trump has achieved nothing substantial in this regard, but the perennial face-off with Beijing on economic matters continues unabated. Likewise, in the South China Sea, both countries continue to provoke each other—as evidenced by the deployment of a US destroyer last week—but the game of gestures that has gone on for years continues on.

Then there is NAFTA, which is in the process of being renegotiated. Mexico, Canada, and the United States have all declared, at various points, that an agreement is impossible. This is a normal tactic in these kinds of talks. The agreement may collapse. New terms may be negotiated. The negotiations may never end. But NAFTA is still the framework by which North America economic relations are built.



In the Middle East, the policies of the Trump administration—no major commitments—are in keeping with the policies of previous administrations. The Islamic State has been disrupted (though not destroyed), but Trump’s was not the first administration to decide to fight the group. The United States did relocate the US Embassy in Israel to Jerusalem, but it was a purely symbolic gesture that changes little on the ground—and incidentally was mandated by Congress years ago.

The Only Difference

The only major difference in Trump foreign policy concerns North Korea. The crisis itself predates Trump by decades. It stems from a policy that held that the US would not allow North Korea to acquire nuclear weapons. Nuclear development surged under the Obama administration and continues under Trump. Like Obama, Trump has declined to go to war, opting instead to find alternate ways to resolve the crisis.

Trump’s rhetoric on the matter has been incongruous with the aggressiveness of his actions. A more tactful translation of his language might have read: “North Korea’s development of an intercontinental ballistic missile capable of striking the United States will be viewed in the gravest terms by the United States, and will be met with an appropriate response.” The fact remains that he has pursued a very cautious policy toward North Korea.

This points to something too many observers tend to forget: Over matters of foreign policy for all nations, they take rhetoric a little too seriously. What shapes US policy in Korea has far more to do with the quality of intelligence on nuclear facilities and the placement of artillery along the Demilitarized Zone. What shapes US policy on China has to do more with the supply chain running from China to the United States—and the costs of disrupting that supply chain.

A president who ignores recommendations from the military and intelligence organizations—and screws up—will have to reckon with a hostile public. A president who severs supply chains—and hurts the bottom line of American businesses—will have to reckon with a hostile business community. These constraints beget caution.

Trump’s rhetoric is designed to animate his support base. His actions are designed to maintain the status quo. Reasonable people can disagree on whether the status quo is what any president should aspire to. But whatever the expectations for Trump’s foreign policy may have been, the reality is that it has changed very little. It’s a timely reminder that rhetoric and reality are different things.

Grab George Friedman's Exclusive eBook, The World Explained in Maps

The World Explained in Maps reveals the panorama of geopolitical landscapes influencing today's governments and global financial systems. Don't miss this chance to prepare for the year ahead with the straight facts about every major country’s and region's current geopolitical climate. You won't find political rhetoric or media hype here.

The World Explained in Maps is an essential guide for every investor as 2017 takes shape. Get your copy now—free!

DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not represent the views of equities.com. Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. To read our full disclosure, please go to: http://www.equities.com/disclaimer

Comments

Emerging Growth

Radient Technologies Inc.

Radient Technologies Inc is engaged in research, development and commercialization of environmentally responsible technology for the extraction, isolation and purification of soluble products from a wide range of materials using…

Private Markets

Quants Inc

Quants, Inc, a California Corporation, develops, markets and operates financial technology platforms and alternative investment products offering sophisticated risk management since 2010. The Company has primarily sharpened its focus with…

Voleo

Voleo is a free download that allows you to form investment clubs with your friends, family, colleagues, classmates, teammates…basically anyone you know and trust. Invest and manage a stock portfolio…