>Date: Sun, 13 Aug 2000 18:06:22 -0500 (CDT)
>From: <[EMAIL PROTECTED]>
>To: [EMAIL PROTECTED]
>Subject: United States - Presidential Campaign
>
>Stratfor.com's Weekly Global Intelligence Update - 14 August 2000
>_________________________________________
>
>Know your world.
>
>The Waning Power of Indonesia's President
>http://www.stratfor.com/asia/commentary/0008112200.htm
>
>Kuwait Threatens Troop Mobilization
>http://www.stratfor.com/MEAF/commentary/0008112217.htm
>_________________________________________
>
>The Next President
>The Unspoken Issue: The Impact of Globalization
>
>Summary
>
>Last week, The Weekly Analysis probed the underlying foreign policy
>challenges of the American presidential election. This week, the
>second part of this series examines the most potentially divisive -
>and unspoken - issue of all: globalization. As the Democratic Party
>meets in Los Angeles, this issue is at the root of the next
>president's choices on foreign policy. And this is the one thing
>neither major candidate will dare discuss.
>
>Analysis
>
>With the economy booming and foreign dangers distant, the American
>presidential campaign is unlikely to attempt to move many voters
>with issues of foreign policy. This reflects an elite consensus on
>U.S. foreign policy: The international system is driven by
>economics, which is increasingly global, integrated and
>interdependent, and this is all for the good. This has been the
>American elite consensus for a decade.
>
>But there is a powerful undercurrent running both through American
>politics and politics abroad, one that angrily and profoundly
>rejects this narrow economic prism for viewing the world. The speed
>and power of the flow of capital in the last decade has raised
>economies - and destroyed them. In the United States itself, a
>small, noisy but potentially powerful movement is rising, rejecting
>the cliche that a rising tide lifts all boats. Some, the leaky
>ones, get sunk.
>
>The effects of globalization are among the most important legacies
>of the last decade. And yet they are the ones that are either
>accepted as undeniable fact by proponents, in multi-national
>corporations and government, or swept under the rug.
>
>This is the case in the American presidential campaign: Both major
>candidates running for office offer the same foreign policy. Only
>one man will be president, and he will have to wrestle with the
>effects of globalization, both at home and abroad. And yet neither
>will talk about it. It is unlikely that at any time this week in
>Los Angeles, Vice President Al Gore will stop to publicly dwell on
>how badly the Thai economy has been ravaged, or how dislocated U.S.
>workers will find their place in the information economy.
>________________________________________________________________
>Would you like to see full text?
>http://www.stratfor.com/SERVICES/giu2000/081400.ASP
>___________________________________________________________________
>
>The primary mission of Washington's foreign policy has been to
>prevent side issues - like political-military ones - from
>interfering in the expansion of the world trading system. As a
>result, questions over Taiwan or human rights have been essentially
>shut out of the dialogue with China. Exceptions can be found in the
>rogue nations, led by governments impervious to economic pain and
>subject to sanctions and military action at the hands of the
>international community.
>
>The result of this strategy is a remarkably contiguous U.S. foreign
>policy since the end of the Cold War, whether steered by the Bush
>or Clinton administrations. Both did everything possible to prevent
>the disruption of relations with China. Both have done everything
>possible to use institutions - like the International Monetary Fund
>- to diffuse power from individual nations. Under Republican and
>Democratic presidents alike, Washington led coalitions to war
>against rogue countries like Iraq or Yugoslavia, or to control
>dysfunctional economies, like Indonesia's.
>
>In the 2000 campaign, both George W. Bush and Al Gore are
>completely committed to the pursuit of this same foreign policy.
>This is the ideology not only of the American elite, but the
>ideology of the global elite, as well. Indeed, it is not only an
>elite perspective. In advanced industrial countries, this ideology
>has mass appeal.
>
>But it does not have universal appeal. Throughout the world, there
>are groups, though marginal, that are deeply opposed to this
>ideology. Moreover, the application of this ideology is
>increasingly difficult for major international leaders. Russian
>President Vladimir Putin and Chinese Prime Minister Jiang Zemin are
>examples of leaders torn by a globalist ideology they genuinely
>accept - but find increasingly painful to pursue at home.
>
>Two forces are in play against globalization. First and most
>immediate, are the national interests abroad. It is possible to
>quickly construct a patchwork map of places essentially wiped out
>or left behind by globalization. This includes much of Northeast
>Asia in 1997, all of Southeast Asia even today, the whole of South
>Asia, with the possible exception New Delhi, nearly the entire
>African continent and at one time or another huge swaths of Latin
>America, including Mexico and Brazil. All in all, nearly 1 billion
>of the earth's 2 billion people have been hit head-on by the wave
>of creative destruction.
>
>Second, are the social movements within nations that represent
>classes harmed by globalization and objecting to it on their own
>ideological grounds. This opposition is far from dominant but it is
>there, it is real and it can be heard.
>
>In fact, it promises to be loudly present outside the Democratic
>National Convention in Los Angeles this week, where tens of
>thousands of protestors will provide flashbacks of the World Trade
>Organization protests in Seattle - only to be dismissed as a
>meaningless movement of malcontents. Malcontents they may be.
>Meaningless? In this election, almost certainly. But meaningless in
>the long run? No.
>
>The central thesis of globalization is this: Removing barriers to
>trade will increase the collective wealth of humanity.
>Underpinning this are three prior assumptions:
>
>1. Economic well-being is by far the most important consideration
>in social life. The ideology of globalization assumes that national
>impulses are primitive, tribalist hangovers and that the desire of
>say, Indians to have an economy not dominated by German
>corporations is a disease to be cured.
>
>2. Economic growth is desirable regardless of social disruption.
>The United States came into existence as a social disruption and
>has institutionalized it. While it works in the United States it is
>not clear that disruption will work equally well elsewhere.
>
>3. The distribution of economic benefits is less important than the
>aggregate benefits of free trade. Unsophisticated advocates ignore
>harm and look at total growth rates. More sophisticated advocates
>acknowledge harm and emphasize the need for all to benefit - but
>they ignore relative growth inside and between countries.
>
>In short, globalists are simply and willfully ignoring the
>realities of politics.
>
>To them, nationalism is a bothersome annoyance. And yet, the most
>important lesson of the 20th century is that the proletariat does
>have a country and that national loyalty is more important than
>class loyalty. Both world wars and the national uprisings against
>the Soviet empire are proof enough. Ironically, it was the greatest
>classical economist, Karl Marx, who memorialized a phrase now
>essentially etched on Wall Street and Pennsylvania Avenue alike:
>"Capital has no country."
>
>In reality, though, Marx and enthusiasts for globalization aside,
>nations do matter. And within nations, the sense that leaders have
>betrayed the national interest in favor of an internationalist
>ideology also matters. This does not matter nearly as much during
>times of wild prosperity - as the United States is experiencing
>today - as it does during periods of economic pain.
>
>But even in a period of tremendous prosperity, witness the two
>marginal candidates in the presidential election: Pat Buchanan and
>Ralph Nader, two men with diametrically opposed personal and
>political histories, who have arrived at very similar positions on
>globalism and nationalism. The rhetoric differs; Buchanan sounds a
>nationalist note where Nader sounds a class tune. But both strike
>out at the consensus on globalization represented by Bush and Gore.
>
>These movements are certainly marginal today. That does not mean
>they will remain so, however. The global economy is increasingly
>out of synch, de-synchronized. The enthusiasm for globalization in
>the United States is not reflected in Asia. In the heart of Europe,
>in Austria, a major nationalist and definitely anti-globalist
>movement has achieved striking electoral success in the midst of a
>barrage of criticism from the rest of Europe. In Latin America,
>indigenous movements, students and others have sounded their
>suspicions.
>
>The kind of growth rates being experienced in the United States
>today will not - cannot - last forever. What goes up must
>eventually come down. Certainly, the core prosperity will continue
>for several years, but given coming demographic shifts - the
>impending retirement of the Baby Boomers in the United States - it
>is reasonable to expect major secular shifts in the American
>economy over the coming decade.
>
>And the withdrawal of vast amounts of money from the capital
>markets will create a different political dynamic in the United
>States - both at home and abroad. The great American geopolitical
>choices in the coming decade are withdrawal, collective security
>and balance of power. When things cool, choices will have to be
>made - not merely about economics, but about security and politics.
>
>At that point, later in this decade, the advocates of globalization
>and those suspicious of it will clash, both abroad and in the
>United States. The next American president - unlike his two most
>immediate predecessors - will have to wrestle with this powerful
>conflict. For the first time the elite will find that their
>approach to foreign policy is not universally supported; those
>masses that have bought into it will begin to second guess
>themselves - and their leaders.
>
>The two major parties will at that time be caught in the cross
>currents. Republicans who helped foster a global economy will be
>forced to defend it. But the Democratic Party will stand to lose
>the most. After all, it has hammered an unwieldy coalition out of
>the financial elite in New York and labor unions in Michigan. That
>coalition will be stressed severely, when the dynamics of
>globalization begin to change.
>
>Regardless of the party in power, the president - whether the
>occupant of the White House in 2001 or his successor - will be
>forced to readdress the foreign policy that has so easily
>underpinned successive administrations. Coalitions will be harder
>to forge, multinational institutions will be even more unwieldy.
>Close allies will become fierce economic competitors.
>
>Already, these currents are building like eddies in the backwaters
>of a great river, in places as disparate as Jakarta and Vienna. And
>in Los Angeles, too. Whether you agree or disagree with the
>demonstrators in Los Angeles is irrelevant.  Listen carefully to
>them. They will be vying for power in the United States in the
>coming generation, and holding power elsewhere. The debate over
>foreign policy will no longer be between left and right, but
>between globalists and their critics.
>
>
>(c) 2000 Stratfor, Inc.
>_______________________________________________
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