By Nick Catoggio
Thursday, May 15, 2025
Optimism is atypical for this newsletter but sometimes it
can’t be avoided. If you want to feel optimistic about the future of our
idiotic trade war, read
this.
According to the Washington Post, White House
chief of staff Susie Wiles and Treasury Secretary Scott Bessent approached the
president last month to warn him that “his own voters were in danger if the
tariffs did not come down,” which is certainly true and getting truer
by the day. That was the final nudge needed to persuade Donald Trump to
greenlight talks with Beijing that eventually slashed, for 90 days, the U.S.
tax rate on Chinese imports from
145 percent to 30.
“The key argument was that this was beginning to hurt
Trump’s supporters—Trump’s people,” a source told the Post. “It gave
Susie a key window.”
“Trump’s people.” That’s how you appeal to a
nationalist. The fact that Wiles and Bessent, two of his more sober cronies,
have figured that out makes me think they’ll continue to successfully influence
his thinking on trade and everything beyond.
Nationalism is tribalism
disguised as patriotism. It pretends to prioritize the interests of the
national tribe above all others—America First—but in practice it’s concerned
with securing the dominance of favored tribes within the nation. Tell the
president that Americans will suffer because of his tariffs and he’ll mumble
something about making do with fewer dolls. Tell him that his people will
suffer because of them and you’ll get his attention.
A memorable footnote to his first term came in a Vanity
Fair piece published early in the pandemic that
explained why the White House preferred a state-by-state COVID response. An
expert quoted in the piece claimed that a member of Jared Kushner’s coronavirus
task force argued “that because the virus had hit blue states hardest, a
national plan was unnecessary and would not make sense politically. ‘The
political folks believed that because it was going to be relegated to
Democratic states, that they could blame those governors, and that would be an
effective political strategy,’ said the expert.”
So long as the virus was merely killing those Americans,
not “Trump’s people,” it didn’t require an all-out federal effort at
containment.
Another memorable insight from Trump 1.0 into how he and
his very patriotic fans approach politics came during the federal government
shutdown of late 2018 when one of his supporters complained to the New York Times, “He’s not hurting the people he
needs to be hurting.” That sums up the logic that Wiles and Bessent used to get
Trump to bend on tariffs. It’s fine, even good, for Trump’s trade policy to
hurt the millions of Americans who deserve to suffer for not supporting
him, but when it starts hurting his own tribe? That’s when it’s time to change
course.
If you need further convincing that MAGA nationalism by
no means tracks with America’s national borders, consider what happened on
Monday.
Defining the tribe.
A recurring challenge in writing about the president’s
corruption is that it usually plays out in public. How do you find something
non-obvious to say about malfeasance that would be obvious to a 6-year-old?
I did my best with
his new jet but there’s really nothing to discuss.
It’s exactly what it looks like: It’s a bribe. Qatar is bribing Trump to buy
his indulgence for its strategy of playing both sides in the Middle East,
simultaneously hosting a key U.S. military base and (until
recently) Hamas leaders. They’re handing him a fat envelope in the shape of
an airplane and he palpably can’t wait to open it.
Even apologists
like Ben Shapiro won’t pretend otherwise.
I have the same problem today in writing about America’s
newest refugees. For me to decipher for you what’s happening in their case
is to insult your intelligence by implying that it’s not glaringly apparent.
The new refugees are Afrikaners, descendants of the
now-defunct white ruling class that subjugated South Africa’s black majority
under apartheid. The Trump administration spends most of its time looking for
ways to
keep foreigners out—“America is for Americans and Americans only,” in Stephen Miller’s
words—but the Afrikaners are a remarkable exception. Their fate was so
important to the president that, less than a month into his new term, he
denounced South Africa’s government for confiscating farmland from them
intended for redistribution to black residents and signed an executive
order prioritizing them for resettlement as refugees.
Some refugees wait years before being approved to
relocate to America. The Afrikaners who arrived in Washington on Monday waited
three months. They got the red-carpet treatment too, with Deputy Secretary
of State Christopher Landau waiting at the airport to greet them. When reporters asked Landau why Afghan refugees
are being told to go
back where they came from while the welcome mat is
rolled out for the Afrikaners, he replied that one important criterion for
resettlement is whether a refugee “can be assimilated easily into our country.”
Assimilated? Assimilated how?
Did he mean that a majority-Christian country like the
United States prefers its migrants to be Christian? If so, it’s strange that
the White House should remain so hostile to taking in asylum applicants from
heavily Catholic regions like Latin America.
It can’t be compassion that’s led the president to
sympathize with the Afrikaners. He doesn’t do compassion, but even if he did,
there’s no reason to think the South Africans are at greater risk of
persecution than pro-American Afghans are by the Taliban—or than Kilmar Abrego
Garcia is in El Salvador, the one country on Earth so dangerous to him that the
federal government was forbidden
by a judge to send him there.
This is an administration that was hoping to dump
detained migrants in
Libya, of all places; it doesn’t care a lick about the welfare of
foreigners, almost by definition.
Transnational nationalism.
You know as well as I do why the Afrikaners have been
given priority. They’re “Trump’s people.” MAGA nationalism stands for the
belief that America was and should remain a country ruled by white Christians.
Granting special dispensation to white refugees from South Africa who are at
risk of abuses from a majority-black government underlines that point.
Welcoming them makes no sense if nationalism is about national identity but all
the sense in the world if it’s about transnational tribal identities like race.
Which it is.
Trump barely manages to limit himself to euphemisms when
he talks about this stuff. At a fundraiser last year, seemingly referencing the
“sh-thole
countries” episode from his first term, he told the crowd, “And when I said, you know, Why can’t we allow
people to come in from nice countries, I’m trying to be nice…. Nice countries,
you know like Denmark, Switzerland? Do we have any people coming in from
Denmark? How about Switzerland? How about Norway?”
He could have mentioned Japan or South Korea if he wanted
to contrast immigrants from first-world and third-world nations. Instead his
mind went to the Nordic countries, famously some of the whitest and blondest on
Earth. He’s thisclose to sounding like one of those Groyper chuds on Twitter
who are forever reminiscing wistfully about Rhodesia.
If and when he’s pressured by his base into pardoning
Derek Chauvin, the Minnesota cop who killed George Floyd, it won’t be
because Floyd “died of a drug overdose” any more than the January 6
cop-punchers were pardoned because they were held as “hostages” without due
process. It’ll be because Chauvin, like the insurrectionists and the
Afrikaners, is one of “our people.” To nationalists, his imprisonment means
that the ruling white tribe lost a power struggle to the subordinate black one.
And that simply cannot stand if America is to be made great again.
Per Jonathan
Last, one of the Afrikaners who arrived on Monday has been known to post
things on social media like “Jews are untrustworthy and a dangerous group” and
“they are not God[‘]s chosen like [they] believe they are.” Remember, the White
House’s argument for expelling pro-Palestinian activists like
Mahmoud Khalil is that antisemitism so offends the
policy of the United States that foreigners who practice it won’t be tolerated.
But that’s not true, it turns out. At least not if you’re one of “our people.”
We should have anticipated that, as it’s become clearer
over time that the administration is using fear of antisemitism as a pretext or
moral shield of sorts to
justify persecution based on ideology. Trump’s may be the first nationalist
movement in modern history that eyes Jews not as a population to abuse but one
to hide behind as it abuses others. They’re part of “our people” too, at least
as long as MAGA can find some political use for them. Thank heaven for
progress.
Here’s a curveball for you, though: Might the president’s
tribalism actually be good for America, at least with regard to foreign policy?
Tribalist kinship.
Fairness requires that we acknowledge that Trump doesn’t
seem to imagine the boundaries of his “tribe” as crudely as his most bigoted
supporters do. I don’t know if this is a compliment or not, but I think he’s
too greedy and narcissistic to be an ideological racist.
An ideological racist would favor the Nordic countries I
mentioned instinctively over Muslim-majority “sh-tholes” in the Middle East.
That is not how Donald Trump behaves. It’s Denmark, not Qatar, that he’s
threatening
to attack; it’s Qatar, not Denmark, where he’s backslapping dignitaries
this week.
The fact that he’s over the moon about being gifted a
plane by Hamas’ sugar daddies in Doha is further proof that his aversion to
antisemitism is an inch deep in practice. But his fondness for the Qataris and
Saudis is noteworthy for another reason: It suggests a sense of tribalist
kinship, a shared understanding of how the world does, and should, work. Which
is potentially useful.
Addressing an audience in Saudi Arabia on Tuesday that
included the crown prince, he said this:
“It’s crucial for the wider world
to know this great transformation has not come from western intervention or
flying people in beautiful planes giving you lectures on how to live and how to
govern your own affairs, no,” he said.
“The gleaming marbles of Riyadh
and Abu Dhabi were not created by the so-called nation builders, neocons or
liberal nonprofits like those who spent trillions and trillions of dollars
failing to develop Kabul, Baghdad, so many other cities,” he said. “Instead,
the birth of a modern Middle East has been brought by the people of the region
themselves. … In the end, the so-called nation builders wrecked far more
nations than they built, and the interventionalists were intervening in complex
societies that they did not even understand themselves.”
“In recent years, far too many
American presidents have been afflicted with the notion that it’s our job to
look into the souls of foreign leaders and use U.S. policy to dispense justice
for their sins,” the president added.
You can read that as a statement of ideological principle
if you like, a précis of the isolationist case against neoconservatism,
but that would be awfully tricky after four months of Trump’s new “manifest
destiny” foreign policy. His designs on Greenland are a
lot more intrusive than lecturing its residents on how
to govern themselves; with Canada he’s gone as far as to demand that the border
between our two countries be
renegotiated, assuming the Canadians continue to foolishly resist being
annexed. The neocons never went that far in meddling abroad, even in Iraq.
Also: How else should we describe what J.D. Vance did
when he visited Munich in February if not lecturing
Europeans on how to live and how to govern their affairs? If cultural
imperialism is a political sin, why are Trump-run U.S. embassies in Europe
demanding that their host cities end
their diversity, equity, and inclusion programs?
The president has zero problem in the abstract with the
United States “intervening in complex societies that it doesn’t even understand
itself” and throwing its weight around. His problem is with doing so for the
sake of gassy civic principles like freedom, democracy, and equal rights for
minorities. Tribes don’t care about nonsense like that. What they care about is
enriching themselves and establishing dominance over rival tribes that might
challenge their power.
His speech in Riyadh wasn’t about celebrating
isolationism over interventionism, it was about celebrating tribalism over
liberalism. No wonder he gets along famously with Arab leaders in the famously
tribal Middle East. They’re birds of a feather. They see the world the same
way.
Peace in our time?
George W. Bush’s argument to Sunni bigwigs after 9/11 was
that their kingdoms would eventually be toppled by Salafist fanatics if they
didn’t liberalize and give their subjects more of a voice in government. But
that was a hard sell. From the perspective of the House of Saud, being ousted
in a jihadi-led uprising and being ousted in a democratic election were two
sides of the same very bad coin.
Trump’s proposition is simpler and more appealing: Let’s
make each other’s tribes, or at least each other, rich. He doesn’t mind if the
Saudis murder a Jamal Khashoggi here and there; if anything, he presumably
admires the way they conduct dirty tribal business just as he admires other
demonstrations of authoritarian ruthlessness. And he’s certainly not hoping
to see the Saudi and Qatari royals deposed. Why would he? Who’s going to buy
him his next jet if some populist faction over which he has no influence comes
to power in Riyadh or Doha?
Being head sheikh in an Arab royal family whose tribe
rules an oil-rich kingdom is Donald Trump’s supreme fantasy, I suspect.
Wielding an iron fist with legal impunity, accessing limitless wealth, and
getting to prioritize the interests of your tribe—your people—without
hearing a word of dissent is the authoritarian dream. What he’s realistically
capable of achieving in attempting to reboot American politics as a nakedly
tribal system of patronage pales by comparison to standard operating procedure
in the Middle East.
Nothing would make him happier than turning America into
a “sh-thole country,” I’m sure, so long as it came with the perks that leaders
in those countries typically enjoy.
Trump knows how to talk to those leaders. He relates to
them. And maybe that’s auspicious for the prospects of peace in the Middle
East.
At the risk of sounding optimistic twice in the same
newsletter, if you believe that ending the endless Palestinian conflict depends
on getting the Sunni and Shiite powers in the region to recognize Israel,
things are looking up. Trump kept
the pressure light on Saudi Arabia to join the Abraham
Accords during his visit to Riyadh but he’s plainly succeeded at deepening the alliance between our country and theirs. He’ll have even more leverage
with the crown prince going forward, especially after doing him a favor by lifting
sanctions on Syria’s new Sunni president.
Meanwhile, Iran appears surprisingly close
to a deal with the White House to limit
nuclear enrichment in return for lifting U.S.
sanctions. It no longer has the military reach in the region that it used to
thanks to Israel’s campaigns against its proxies; it’s doubtless nervous at
seeing Riyadh strengthening ties with Washington day by day; and it may regard
Trump’s decision to block
an Israeli attack on Iranian nuclear facilities as a
rare opening for rapprochement with the U.S.
In fact, never has there been a better opportunity for
Israel’s adversaries in the region to gain influence with America than right
now, especially with the president growing chilly
lately toward the Jewish state. Trump obviously doesn’t care a bit that
it’s the region’s only democracy (the only one besides George Bush’s Iraq,
anyway) and so the usually insuperable preference in Washington for Israel over
nations like Saudi Arabia and Iran no longer abides. The tribalist-in-chief
will be happy to entertain any other tribal chieftains who are interested in
paying tribute.
If he uses that leverage to swing a deal in which the
money tap for outfits like Hamas and Hezbollah is finally turned off, he’ll
have achieved something meaningful. Even if it’s the prospect of future fat
envelopes with wings that motivated him.
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