- By David RothkopfDavid Rothkopf is CEO and editor of the FP Group. His latest book, National Insecurity: American Leadership in an Age of Fear, was released in paperback earlier this year.
While it is often ruefully noted that you can’t pick your relatives, there is an expectation in life that you can pick your partners. Barack Obama is discovering that when you are president of the United States, that’s just not the case.
In fact, if there is one theme that runs through every corner of the Obama presidency it is that he has been forced into partnerships that are so complex, difficult, and undependable that it must leave him yearning for the relative simplicity of good old fashioned enmities. This was illustrated yesterday as the president made the short walk across Lafayette Park to visit the U.S. Chamber of Commerce, symbolic headquarters of the U.S. business community, a group with which the president has come to realize he must work more closely going forward.
But in and amid all those complicated relationships, which are the most difficult? Naturally, there are many ways to measure this but we’ll stick with one: Which among the most difficult are most likely to blow up in his face during the next two years?
Here’s the verdict:
This, the most important international bilateral relationship, is both difficult and likely to be relatively stable because it is so complex. There is so much economic co-dependency here that the political issues are likely to work themselves out. Over the next two years trade and currency tensions may grow, but it is unlikely that either side will flirt with a big blow up prior to the 2012 leadership change in China or the presidential elections that same year in the U.S.
China is likely to be the U.S. most important international counterpart in the decade ahead but Russia remains the wildcard among the major powers. Stephen Cohen summed it up well on "Morning Joe" this morning: Russia’s the biggest country in landmass, the leader in energy output and it has all those nuclear weapons. It also has a massive Muslim population, related challenges in its near abroad, memories of empire and what might politely be called a mischievous streak when it comes to international challenges. Oh, and it is undergoing a demographic meltdown and it is suffering from a divided less-than-dependably friendly political leadership. It’s at the bottom of this list primarily because of the "next two years" focus of our metric.
Israel is the United States’ most dependable friend in the Middle East and a vital ally. That said it is also facing massively unsettling changes from within and without that are creating enormous pressures on its political leaders. The Bibi-Barack marriage was never exactly made in Heaven but as the Israelis face demographic pressures at home, the Hezbollah take-over of Lebanon, instability in Jordan and Egypt, the prospect of a nuclear Iran, growing international pressure to cut a deal with the Palestinians and seeming growing inability of the Palestinians to cut a deal due to their own internal divisions … what was difficult is going to get any easier. While many expect Netanyahu to offer his own concessions and a roadmap to progress sometime soon, there is real concern even among his supporters whether he can go far enough to break the logjam in the peace process. If he can’t, pressure will build in this already fraught partnership.
Egypt nudges out Israel only because it is so volatile right now and we don’t know where the current unrest now heading into its third week is likely to head. One thing we do know, there are almost no circumstances in which the relationship will be easier for the United States. If there are massive reforms, a more pluralistic Egypt will be harder to deal with than an autocracy with a fairly dependable ally at the helm. If the current regime holds, they will never trust the U.S. in the same way as they did prior to this crisis.
6. Democrats in the Congress
Will Rogers said, "I’m not a member of any organized party, I’m a Democrat!" And as far as we know he never sat at a cocktail party between bickering leaders like Nancy Pelosi and Steny Hoyer or Harry Reid and Chuck Schumer. (Although, Pelosi clearly had a little celebratory sip of champagne last night to celebrate the departure of Jane Harmon, a longtime thorn in her side.) Pick an issue from fighting the deficit to rationalizing our regulatory framework to investing in energy infrastructure, you’ll find both Obama’s biggest supporters and some of his most difficult opponents in his own party.
5. Republicans in the Congress
Republicans are supposed to be a challenge for a Democratic president to deal with. But as Gingrich and Clinton discovered, to get anything done in a divided government both sides have to work together sometimes (even if negotiating sometimes looks like a deranged game of chicken). John Boehner knows this (it’s not clear that his Senate counterpart Mitch McConnell does) and has made pragmatic noises. Still, in the end, it is more likely than not that Republicans will listen to their inner consultants who say denying Obama victories is the best way to position themselves for 2012.
4. The Business Community at Large
I used to get calls when I worked at Commerce saying "mobilize the business community." And of course, I had to explain that there is no such thing. Businesses act in their narrow self-interests because that is what they exist to do. While it is clearly healthy for the president to reach out to and listen to the people who must be his partners if he is to rebuild the U.S. economy, he should not expect much response to his request that businesses think about what they can do for the United States, rather than just about their bottom lines. That’s contrary to the legal mandate of most boards and to the nature of business. Business will welcome tax cuts and regulatory trims and the minute that proposals look like they’ll add costs they’ll fight fiercely. The bigger question is: will they be broadly loyal to Obama come 2012 and the answer is "not bloody likely." Further, watch for problems with Jeff Immelt running Obama’s job commission — his company, GE, gets the vast majority of its revenues from overseas and sometime soon it will make a perfectly rational
business decision that will create jobs in China or someplace else and make someone back home in the U.S. really unhappy. (And Immelt, among America’s very best CEOs and someone the president should be listening to, has often spoken to his friends about his frustrations with and disappointment in Obama.)
3. The Wall Street Community
If the business community is certain to be fickle, Wall Street will be that way only moreso. Financiers, who provided unprecedented support for Obama in 2008, and who dangled that as an issue during negotiations regarding reforms, are set to turn their back on the president in a big way.
Somehow the news that during the first two years of this administration the Pakistanis have perhaps doubled their nuclear arsenal as reported by both the New York Times and the Washington Post did not create the uproar that a rational reading of it should provoke. Not only does it make a dangerous situation much worse with unstable Pakistan now possibly vying with France to be the number 5 nuclear power in the world, but sooner or later someone is going to note that such programs cost money and that during the period the U.S. has been pumping billions into Pakistani government coffers. All it will take is for a nuke to go missing or the Pakistani government to undergo a change and become a less reliable ally and it will be hard to distinguish between the "who lost Pakistan?" and the "who armed Pakistan?" shouts and accusations.
The difference between all these other bad partners and the really bad partner in Afghanistan is the 100,000 U.S. soldiers that are at risk in that country. One of the real nightmare scenarios for Obama is that the futility of his misplaced bet on Afghanistan is illustrated by a particularly painful series of personnel losses on the ground there, a major scandal or demonstration of unreliability from the government or, worse, both in close juxtaposition to one another. This is one of those situations in which every time the phone rings the president must worry about a calamity that will dramatically undercut both his support and U.S. interests.