Wednesday, May 24, 2017

How About the French Transition?

German Chancellor Angela Merkel (R)
greets visiting French President
Emmanuel Macron in Berlin 
on May 15, 2017 | Xinhua/Shan Yuqi
The first round of the French presidential election was April 23, the second round 14 days later on May 7 and the transition completed on Sunday, May 14. It was a simple ceremony at the Élysée Palace, a speech by the new president and the brief ride down Avenue des Champs-Élysées in a military vehicle. A wreath was laid and President Macron went to work.

One day later, he was in Berlin building an essential relationship with German Chancellor Merkel. Nice transition – less money spent and time wasted and no arguments about crowd size.

New French President Emmanuel Macron waves from a military vehicle as 
he rides on Avenue des Champs-Élysées towards the Arc de Triomphe
in Paris, France, May 14, 2017 | AP Photo/Michel Euler, POOL

The EU Gets a Boost. Next Up: England, Germany and Italy.

With the victory of Emmanuel Macron, the EU gets a moment to reconfigure its future. It would be wise not to waste time. European electorates are in considerable stress with far-right and far-left movements adopting nationalist, anti-EU positions to compete with old center parties.

The next European elections are as important as Brexit, Trump and Macron. Prime Minister Theresa May wants to strengthen a governing majority in Great Britain for EU negotiations. Chancellor Angela Merkel must renew her five-year mandate. She represents the dean of world globalists, and with the new French president, the essential partner in preserving the EU. And finally, the most troubled Mediterranean EU member, Italy, will likely have an election in 2018. It could put an anti-EU populist party in control. Italy’s parliamentary election isn’t set yet. It’s likely to be in mid-2018 and the Eurosceptic Five Star Movement could be the largest party.


Nationalists and Eurosceptics continue to have clout. They control the Polish government and are a force in Britain, France, Austria and various parts of Eastern Europe. In fact, a snap election has been called in Austria due to the instability of old governing coalitions and politicians.

Although Ms. Merkel’s party appears well-positioned to be the dominant player in the September 24 election, this will continue a government that has lasted 12 years, a very long run in current European politics. Her challenge comes from the center-left more than the far-right.

French Nationalism Now the Main European Opposition to Globalism

Although the National Front, the main French party representing anti-immigrant, anti-EU sentiments, lost the presidential run-off; the anti-global position in France continues to grow. Marine Le Pen received 21% of the vote in April’s French first round election, but the total of right and left anti-global parties equaled nearly half the total vote (49%).

She increased her vote share 13 percent in the second round run-off to 34 percent. Hence, a third of the French electorate supports an extreme nationalist party, a steady increase from 2002 when the party’s founder, Jean-Marie Le Pen, received just 18 percent.


The party (which may be renamed) is also now the leading opposition to Emmanuel Macron’s globalist position. Will nationalist elements of weakened left and right parties join it or can the Republican, Socialist and Communist parties reconstitute into viable alternatives?

The National Front post-election strategy is likely to affect the next steps in development of French
Marine Le Pen | Michel Euler/AP
nationalism. But, the new government will also shape the party’s development. If Macron fails to build a working parliamentary majority or if his solutions disappoint, the National Front and its allies will likely benefit.

Even in losing, the National Front has repositioned French politics from a left-right continuum to a nationalist-globalist framework, although ideologues are more flexible than fixed today. As the second largest party in the second most populated country and largest economy in Western Europe after Germany, the National Front is now the vanguard of the continent’s nationalistic movement.

Monday, May 15, 2017

Lavrov and Trump Meeting as Comey Fired

Just as Russian Foreign Minister Sergei Lavrov and Russian Ambassador Sergey Kislyak conferenced with the President at the White House, the Russian cyber-attack investigation was dominating the airwaves with the FBI Director Comey firing.

Good news for the Russians in short term. The President reaffirms his commitment to build a relationship with Russia in spite of the Russian hacking investigation of the U.S. election. In longer-term, the firing will keep the issue in the news and in political turmoil. Vladimir Putin’s strategy here and in France is producing considerable blowback. It’s empowering political enemies and making it difficult for friends.

Putin personally requested a photo shoot between Trump and the Russian team. In fact, it was only covered by Russian media, which Trump allowed as he kept U.S. media at bay. In other words, in spite of Putin’s hostile intervention in the U.S. election, he managed to self-extol on Russian TV. What a master strategist he is!

Russian Foreign Minister Sergei Lavrov, President Donald Trump and
Russian Ambassador to the U.S. Sergey Kislyak meet in the
Oval Office, May 10, 2017 | Alexander Shcherbak/TASS via Getty

Four Reasons Trump Fired Comey

Four reasons stand out for President Trump’s May 9 firing of FBI Director James Comey. These are based on Trump’s words, previous behavior and the logic of the timing.
  1. Trump was angry Comey didn’t exonerate him of his ties to the Russians related to the 2016 campaign. In fact, Comey refused to answer the questions and cited an ongoing investigation. Trump believes the ongoing investigation is a hoax and waste of resources. Tellingly in the firing letter, Trump claims he was told on three occasions there was no connection between him and the Russian investigation. If true, probably a violation of FBI procedures, but at least confirming evidence Trump is most concerned about the investigation.
  2. Trump was angry that Comey didn’t back up his claim that the Obama administration wire tapped him. Trump would have accepted most any vague statement as validation, but Comey was definitive that there was no spying on Trump by Barack Obama.
  3. Comey failed to focus sufficient attention on what Trump believes is the greatest threat to the nation – leaks. Trump made clear leaks should be the FBI’s priority, not Russia.
  4. Comey was high-profile and on the Hill much too high. As Steve Bannon can attest, don’t get more famous than the boss. Comey’s position was excessively useful for ambitious Senate and Hill members that wanted good hearing news coverage. Better to bring in someone with less history or knowledge of the Russian issue.
 Notice Hillary Clinton is not a reason.

President Trump shakes hands with former FBI Director James Comey | Getty
 

French Nationalism Hits a Wall: Not Good News for Putin and Trump.

Emmanuel Macron’s two-to-one victory over Marine Le Pen (66.1% vs. 33.9%) is a major defeat for Le Pen’s international supporters.

She and her party, the National Front, have long- and well-established ties with Vladimir Putin. They have received loans from Russian banks, she opposed Russian sanctions and she was pictured with Putin in a highly public visit in February. Macron repeatedly claimed Russia’s propaganda and anti-democratic machine was trying to damage his campaign. They are suspected to be responsible for the final hack of Macron’s campaign communications.
 
 
Ms. Le Pen at a conference in January in Germany joined her fellow nationalists to celebrate Donald Trump’s victory and his Steve Bannon-inspired Inaugural address. Most recently, she expressed reservations about Trump’s policies in Syria (interventionist, anti-Russia), but Trump was clear in his preference with his unsolicited tweets.
 

Behind the scenes, Bannon has been a fan of Le Pen and strongly supports the nationalism movement across the continent. Trump has been strongly pro-Brexit, predicted more withdrawals from the EU and hails as his good friend Nigel Farage, the Brexit leader, in Great Britain.

Ironically, Trump’s poor international image and “America First” pronouncement and policy are damaging his goal to help nationalist allies. In fact, Trump’s “America First” and generally anti-EU, anti-NATO rhetoric and behavior, which is as heavily reported on in the continent as here, contributed to the consolidation and support for center left, pro-EU candidates.

Russian elites, at some point, may conclude Putin’s strategy of cyber and propaganda warfare with the West is counterproductive.

Is Maduro Near the End?

Hunger is widespread, children are suffering from starvation, and hundreds have died in street protests. Statutes of Hugo Chávez are being torn down. Music icon, Gustavo Dudamel, says “enough is enough.” The urban and rural poor finally joined the protests.

The Bolivarian Revolution is collapsing and the army will soon have to decide: Does it continue to defend President Nicolás Maduro and fight the population or is change near – a coup or otherwise. The recent Latin American history of military officers escaping prosecution for crimes against their own population is not good.

The likelihood Maduro will die peacefully in the Presidential Palace or relaxing at a Venezuelan coastal resort seems remote.

Options for leaders who are about to leave office under duress:
Exile – Escape into exile with friends in Cuba or Nicaragua, sort of a reverse Batista and Somoza.
Arrest – Arrest like Slobodan Milošević or Hosni Mubarak.
Death – The streets can be dangerous as Muammar Gaddafi can attest. Nicolae Ceauşescu and Benito Mussolini were attempting escapes, but didn’t make it.

Venezuela's President Nicolás Maduro dances with first lady Cilia Flores
during a rally to support the closing of the Colombian border, in
Caracas, Venezuela,  Friday, Aug. 28, 2015 | Ariana Cubillos/AP

Flip-Flop or Flexible; Trump First 100 Days

President Trump has run into checks and balances, not just the constitutional restraints built into the system, but the full-range of limitations on executive actions that are part of the American political culture. From the Judiciary (9th Circuit), to Congress (Freedom Caucus), to his cabinet contradicting with him and the permanent bureaucracy leaking, to our foreign allies disagreeing him, the media’s intense coverage and even polls.

Donald Trump appears to realize how much more difficult the political system is compared to what he’s used to when he told Reuters last week, “I thought it would be easier.” And the AP, “I didn’t realize how big it was…every decision is made harder than you normally make.” Not quite the same as commercial real estate.

The President has come to see how complicated many policies are. He has referenced the complexity of health care and the Korean stalemate after listening to President Xi’s description of China’s relationship and history with North Korea.

One typical reaction of most politicians is to blame the rules. And Trump has called congressional rules “archaic,” and in his view, the filibuster needs to go. The White House is floating breaking up the 9th Circuit and changing liable laws.

But another reaction is to adjust. And so NATO is no longer obsolete; China is not a currency manipulator. Janet Yellen is beloved and respected and NAFTA should be negotiated not terminated.


We do not know the back story of many of these shifts. Some may just be reversals of Trump’s penchant for not well-thought-out declarations. But many reflect advice and experiences that show a White House and President dealing with very complex problems in a not always friendly world. His critics call them flip-flops, he calls it flexibility.

Most of the shifts are good news.

Friday, May 12, 2017

Staging the First 100 Days from the White House

Donald Trump staged the first 100 days from the White House, except for a few trips to his winter retreat at Mar-a-Lago and campaign style forays. After 100 days, the Trump White House operates much as it did in its earliest days. Some describe it as a family-run commercial real estate firm. The distinctive features of the first weeks are captured in an early picture of the President signing the Executive Order to proceed on the XL and Dakota Access pipelines. The days were filled with drama, much of it around the Resolute Desk and, although there was a variety of participants in the room, there was always a cameraman, and initially the early photos were dominated by the campaign team hovering in the background.


The major features of early White House decision-making highlighted by the Resolute Desk stage:

Flat decision process. There is no chain of command. Trump is the star, he decides. Chief of Staff Preibus has some staff, but clearly he doesn’t control access or the agenda.

Centers of conflict. There are numerous power centers defending turf and viewpoints. Competition between nationalist Steve Bannon vs. globalist Jared Kushner is the highest profile conflict, but Preibus has his turf, Kellyanne Conway has hers.

Stay close to the desk. Trump is a mercurial man who tends toward the provocative and the impulsive. If you want to defend a position, an initiative or a space, stay close to his desk. The last person who talks to him often has the most influence.

Keeping the promises. Keeping campaign promises is an obsession with the Trump team. Bannon is in charge and has the list on his wall; he checks off accomplishments, or at least some action. That means that some of the most divisive and least popular campaign promises are high on the White House agenda, such as the wall and travel ban. But, it also means the campaign, with all its bad attitude and mean rhetoric, has moved to the White House.

In addition, the campaign for 2020 has started. The Pennsylvania rally had placards that said “Promises Made, Promises Kept” and TV advertising extolling the 100 days is starting.

‘Un’Obama. Finally, much White House activity is driven by being the ‘un’Obama. From the Inaugural argument over crowd size, to staging a picture of the national security team watching the Tomahawk Missile strike on Syria outdoing Barack Obama’s Bin Laden picture, this White House spends considerable time contrasting itself to Obama. But it also means that Obama is blamed for the need for or the failure of every action. “Obamacare is a disaster; look at the mess I inherited; this is the worst deal in history.” From Syria, to Iran, to the travel ban, to General Flynn’s security clearance, Obama was at fault.

Of course, all presidents do it to some extent. Herbert Hoover was a Democratic punching bag for four decades. Obama mentioned George W. Bush repeatedly as he reversed various foreign policy initiatives, but the volume and repetitiveness of it was minor compared to the barrage of criticism today.

The first 100 days have had some success, but it has mostly been characterized by a lack of preparation, acting precipitously and disorder. Will the second 100 days be the same as the first? Clearly the White House is improving its operations. The leaks are down and there appears more calm, but Donald Trump is the star and the decider, so it’s very much going to be based on his personality and preferences. We shall see.

Pre-100-Day Polls in on Trump: Not Good

President Donald Trump | Getty
ABC/Washington Post, NBC/Wall Street Journal and Gallup released polls over the weekend that showed President Trump has failed to improve his poor approval rating during the first 100 days. In fact, his ratings declined after a weak start and remain in the cellar.

Although Trump cherry picked a couple of positive numbers, he declared, in general, they were “fake news.”

Unfortunately for the poll sensitive President heading into his 100-day report card, more than half the public disapproves of his performance, and his approval at slightly more than 40 percent is below even the weak general election vote he received (46%). Of the biggest concern among national Republican leaders is the flat trend line, even with a White House receiving saturation coverage and a few popular items being accomplished, including the Neil Gorsuch confirmation and the missile strike against President Assad in Syria.



Although Trump holds his core base of voters, they are less than a third of the total electorate. His other advantage at this point is the Democrats are even less popular than Trump and Republicans.


Nonetheless, he is still described by the public as seriously lacking the judgement (41% yes has judgement, 56% no), and personality and temperament to be president (38% yes has temperament, 59% no) (ABC/WP). In terms of the first 100 days, most people say Trump was “off to a poor start (45%) or a “fair start” (19%). Only one-third of the public (35%) said he was “off to a “good or great start” (NBC/WSJ).

See:
Politico: Trump blasts recent approval rating polls as “fake news”

French Pollsters Nail It

First round of French elections Sunday produced a result predicted for several weeks by French pollsters, even though the last few days of polls showed a very close race.

Emmanuel Macron led with 24 percent and the final poll showed 23 percent. Marine Le Pen grabbed second with 21 percent and the final polls had her at 22 percent. The remaining three candidates’ results were within a point of final polls.

The run-off election is May 7, and pre-election polls show any of the top three candidates would beat Le Pen. Macron was the strongest at about 60 percent and 40 percent for Le Pen. French pollsters published their final pre-election polls on Friday, April 21. They then release a final poll on Election Day.


The five candidates represented 91 percent of the vote.

Although the pollsters nailed it, France’s politics is wide open. Le Pen’s campaign may have stalled from its showing earlier in the year (28%), but the anti-EU populist candidates still attracted nearly half of the vote. And the two major parties – the Socialists and Republicans – are in collapse. Hence, French politics is dominated by outsiders without identified governing majorities creating possibilities for significant change or massive gridlock.

Like recent elections in most Western democracies, there was significant division between the urban and more rural vote. Le Pen received about 5 percent of the vote in Paris and Macron 35 percent. Contrary to Donald Trump’s view, the final terrorist attack did not surge votes to his favorite candidate, Le Pen.