“Their world is collapsing. Ours is being built,” remarked Florian Philippot, the chief strategist of France’s Front National, after Donald Trump’s victory. Trump’s election to the presidency of the United States has consolidated a global shift towards nationalism that has been under way since the 2008 financial crisis. The steady march of nationalist politics has swept up swaths of the world’s population: Russia and Turkey are governed by authoritarian, ethno-religious regimes; eastern Europe is criss-crossed by illiberal, nationalist governments; and western Europe is now home to virulent, far-right movements and large, electorally competitive political parties, such as the Front National and the Freiheitliche Partei Österreichs (Freedom Party) in Austria, which have made their way into the democratic mainstream. Japan and India are governed by democratic, conservative nationalists, while in China an emergent strongman, Xi Jinping, has been newly designated as the “core” of the Communist Party leadership.
Until recently, the Anglosphere countries had largely bucked these trends. Centrist conservative dominance in England, Justin Trudeau’s victory in the 2015 Canadian general election and the likelihood that the Democrats would retain the White House promised to build a liberal firewall against the nationalist ascendancy. Brexit and Trump upended those assumptions. The nationalist virus has infected the body politic of Burkean Anglo-America.
A focus on populism – in policy, rhetoric and political style – obscures the asymmetry of this shift along the left/right axis. Contemporary nationalism is almost wholly conservative or authoritarian, and sometimes avowedly fascist. It is only civic or leftist in the case of political movements seeking liberation from existing nation states, as with Scottish or Catalan nationalism. Its ascendancy is therefore another marker of the electoral weakness of the contemporary centre left.
But it is also highly differentiated. In the UK, Theresa May’s government represents an attempt to reconcile post-Thatcherism with a soft economic nationalism and renewed social conservatism. Its bedrock is an older, security-conscious electorate that is sceptical of immigration and hostile to elites. This is a far cry from the nativist and fascist movements of the European mainland, which draw energy from youthful extremists as well as the post-industrial dispossessed, and which direct unstinting fire at migrant populations and the EU project.
European nationalism, in turn, cannot supply the conceptual frameworks with which to understand Prime Minister Narendra Modi’s business-friendly Hindu identity politics in India, nor, in Turkey, President Recep Tayyip Erdogan’s Islamist, anti-Kurdish authoritarianism, which seeks to wrench Turkish nationalism out of its 20th-century secular, Kemalist frame. These have their own origins and trajectories. For its part, China maintains a political order that is highly ethnocentric, built around the dominant identity of the Han Chinese, and its leadership is increasingly centralised. But China is committed to the rule-bound, liberal global economic order on which its economic growth critically depends, and shows no interest in the military adventurism of its Russian neighbour.
This suggests that talk of a nationalist revolt against globalisation offers too simple an account of a complex picture. The new wave of nationalism has been incubated in the era of global integration, but it will not bring it to a close. Global supply chains, foreign direct investment, cross-border lending and the political institutions of managed trade all inhibit a reversion to autarky, imperial blocs or high tariff walls.
Global trade has fallen because of weak demand and the slowing of China’s growth, not protectionist sentiment, and although new multilateral deals with the Americans may now be off the cards, the cost of the US launching punitive tariff wars will be punishingly high. Trump’s election signifies an end to the signature trade agreements of the Obama era, and his narcissism and volatility introduce a deep uncertainty into global politics, particularly in the handling of relations with China, as the storm over Taiwan has shown. But regional trade blocs such as the North American Free Trade Agreement and the European single market are unlikely to collapse, and the integration into the global economy of the huge working populations of Asia will continue, not unwind.
Still, such are the howls of protest from the rust belts of advanced economies, the surge of discontent among debt-laden, college-educated young people who have been locked in to low salaries and priced out of housing markets, and the political shocks administered by Trump and Ukip, that austerity in Europe and inequality in the US will come under renewed pressure. A “reactionary Keynesianism” of tax cuts for the rich, increased military spending and infrastructure credits will form the core of Trump’s economic strategy as he seeks to repay his base. He will be inaugurated at a time of rising wages, and as long as inflation is held in check, American workers will feel their pay cheques swell throughout his first term. In the UK, the rhetoric of delivering for the “just about managing” classes will outpace reality, but, like their Republican counterparts, the Conservatives will seek to lock down the electoral allegiances of working-class voters.
The eurozone is more uncertain. A victory for Marine Le Pen would be a cataclysmic defeat for European liberalism, but even if her Front National doesn’t manage to emulate Trump, the size of its popular support, the pressure of left-wing opponents of austerity in southern Europe, and the electoral threat posed by reactionaries in Germany may yet force Angela Merkel to abandon the self-defeating straitjacket of EU-wide austerity and weaken the mercantilism of the country’s export sectors. By dint of history and conviction, Germany’s leaders remain deeply committed to the European project; they will not let it disintegrate easily.
Some reshaping of the global security order is likely, in which tacit co-operation between the main military powers returns, retrospectively endorsing Vladimir Putin’s land-grabs and power plays in the Middle East. With the US, Japan and France pivoting towards more Russia-friendly postures, and Britain detached from European security diplomacy by Brexit, the stage is set for a new rapprochement with Putin. The EU is likely to expend more effort in defending the Paris climate-change agreement and the Iranian nuclear deal than in contesting Crimea or Aleppo, despite the fears of the Baltic states. China has already indicated that its priorities for dealing with a Trump presidency will be resisting protectionism and any backsliding on climate change.
The electoral success of nationalist and conservative authoritarian governments also masks the continued strength of liberalism’s social and economic redoubts. Cosmopolitan liberalism is not rootless: it is founded on large and growing university-educated, ethnically diverse urban populations. In recent electoral contests, this bloc has roughly matched those of the conservatives and nationalists. It has suffered narrow defeats, not decisive ones. It will now dig in to defend its social gains and to resist encroachments on civil rights and liberal constitutionalism. This resistance is already facing down authoritarianism in central and eastern Europe, and will put up a fight against evangelical-inspired culture wars, environmental degradation and attacks on minority rights. The politics of constitutional patriotism, often restricted to a “kissing the typewriter” liberalism of procedural justice, will, for once, attract passion and anger.
The new wave of nationalism is a reminder of the contingent, if not cyclical, nature of history. It is unlikely to usher in a post-liberal order, let alone foreshadow the end of capitalism, though one cannot discount increased violence and repression of minority communities. The space for a broad alliance of liberal, centrist, social-democratic and green politics remains wide – but it will need to find a way of articulating working-class interests, economic as well as cultural, and to find a more expressive, emotional and compelling register for its politics.
The liberal left cannot retreat to the comforts of moral outrage and political protest. The new times demand a progressive engagement with the politics of identity and belonging, as well as renewed radicalism on economic policy and social protection. “You have made yourself the trustee for those in every country who seek to mend the evils of our condition by reasoned experiment within the framework of the existing social system,” Keynes wrote to Roosevelt in December 1933. If the era of nationalists and authoritarians is to pass, this kind of leadership will be needed again.
Nick Pearce is Professor of Public Policy at the University of Bath
This article appears in the 06 Dec 2016 issue of the New Statesman, Brexit to Trump