THE TARIFF BLITZKRIEG has done its random act of violence. Like a B-17 dropping iron bombs over an open sight, one hit the runway, another Mr McGregor’s greenhouse, the rest slugged into the quagmire. But the message has been sent. Technical dashboard politics should give way to nation-state leadership. On the sidelines traditional conservatives remain hopeful that Al and Peg Bundy’s blue-collar MAGA-ultras’ raid on their policy-position will be temporary. MAGA being a reaction to the ‘unscrupulous optimism’ of Western meritocracies’ vision of the economic life, where Al and Peg attempted to ‘live their best lives’ but found themselves fallible.

Prognosticator of an Anglo-American New Republic, H. G. Wells warned last century that Americans suffer ‘nation-state blindness’. An inability by citizens to see how their local endeavour is part of national enterprise.

According to H. G., it was this failure to connect dots that resulted in America missing the opportunity to rule with its Anglo partner. As fanciful as that is now, there is truth in the notion of America today turning inwards to connect itself to itself. For a self, even a corporeal self, such as the nation-state, is a self that is connected to… itself!

Of course, the Western-world is Anglo-Americanised, having absorbed its main export, modern-liberal-democracy. FDR-Churchill, JFK-Macmillan, a shared constitutional outlook, kept the marriage bed warm, but less so Trump-Johnson/Starmer. Affinity generated by Brexit was fleeting.

Although America has a more complex history with free trade, what has often united is a liberal hawkishness, in the British sense of the word liberal, meaning laissez faire economics, rather than the US version, meaning centre left politics. But now the social conservative pendulum has swung illiberally (in British and US senses) on both sides of The Pond, the affair is over. Like Elyot and Sibyl in Noel Coward’s Private Lives, two big egos have blown hot then cold.

What about Britain, and the political rumble in the Shires?

In truth America does not like Britain. Its leaders love invitations to Buck House, applaud Churchill’s Anglo-Saxonese, plus eating out expensively on Neville Chamberlain’s censure, when justifying foreign adventure. The new country has often been suspicious of being suckered by the trappings and flummery of ‘Great British’ power-plays. Much of American leadership-style e.g. The Oval Office candour of late, is a Protestant-idealist language-battle to defeat doublespeak and flush out insecurities about who is big or small on the world stage.

Spurned, Britain shuffles uneasily, poking its canapés, mumbling about the vigour of the vulgar younger nation. A Greece to America’s Rome, Britain fancied steering its protégé with diplomatic ear-bending. This is the self-delusion of the defeated imperialist. Trump II’s realpolitik has finally closed Britain’s fantasy of being in a special relationship.

Culturally, America and Britain are thinly separated. Both tolerant. Americans quicker-witted, Britons wittier. But since America is now led by blue-collar Republicans, Britain is further in the doghouse. Trumpists’ contempt for Britain’s and Europe’s secular-liberal-progressive political elite is undisguised.

And having exited the EU, Britain is of little strategic value. Its technical-politics, which is fundamentally watch-and-wait market-monitoring incrementalism, observes helplessly the unfolding US psychodrama. Whilst simultaneously unable to counter far-right threats to its social equilibrium. For Britain has remarkably settled communities who doggedly weather decline. But there is a political rumble in the Shires which Trumpism is fuelling.

And what is the emergent US New World vision?

Amidst D-Day-style assaults on every policy beachhead, action being totemic stateside, the uncertain vision might be: re-shape the global trading model, revive the nation-state, arrest runaway debt. Then slow, and ultimately halt, the rise of Chinese power. Emotionally, heartland voters require the US administration to draw firmer physical and spiritual boundaries around a US that has been overextended economically and militarily since the Second World War.

Of course, orthodox economics is turning various shades, largely puce. The source of this exit from globocracy is rooted in red-raw inequalities caused by the US’s out-of-control meritocracy. One that originally admitted outsiders, and appeared equal, but has morphed, and created a new money-club aristocracy. Which is not distributing ‘dignity and status’ to middle-class American families. Those who doggedly punch the hours of study and work.

For in Britain, our working-class and middle-class = America’s middle-class. The American working-class aligns more closely with the UK’s notion of an underclass. Those who are struggling to both escape precarious minimum-wage zero-hour no-contract work and pass exams.

Add to this the nature of modern politics, which has invested governance within institutional systems, a deliberate throttling of charismatic ‘man’, and has become remote. In many minds a flawed and accessible charismatic nation-state leader is morally more accountable, by virtue of visibility, than cold unresponsive iron-cage bureaucracies. American modernity (liquefying the residuum of European social systems) has peaked.

Meritocratic overreach and Trump II re-set

In essence, the US meritocratic journey has transmogrified into greed. The post-war ‘We Generation’ moved rapidly in social terms, and understood a ‘good society’ requires extending opportunities to all. But by the late-Sixties, the new ‘Me Generation’, the meritocracy winners, started pulling up the draw-bridge behind what they perceived as their success.

The civic duty to acknowledge personal good fortune, has become my effort achieved my status. The humble serendipity of having a talent the market needed at the right time, has shifted towards a hard-faced cynicism, oft portrayed as ‘toughness’. The fear of the ‘We Generation’, the very real abyss at its heels, which they staved off with gritty stoicism, has emerged magnified in their children, who say ‘no way are we sailing near to that nightmare’.

As competition became fiercer, erosion of the ‘common good’ accelerated. Capital-rich citizens have fought tooth and nail to win, and purchase access to a hot-housed VIP lane of private school>good SATS>Ivy League university>profession. The talent+hardwork nexus has shifted to money+power that propels progeny through the narrowing door labelled ‘high-paid brain work’. Stagist theory said to societies ‘stay in history’s waiting room’ until you and your community are ready to evolve together, but new capital says buy access now.

Into this ineluctable globalised market biology, the Trump II administration signals a re-set. Even if they do not know they are the vehicle for change, they embody an apotheosis for political modernity. One which was predicated on a meritocracy distributing fairly. Instead, it has fomented an inheritocracy, where capital sloshes without the handrails of shared core values.

So how might strategic value be created from economic nationalism?

The immediate challenge is to maintain the confidence of the bond market, and attempt significant savings, whilst opening new sources of revenue. And to achieve this by rolling over tax cuts and rebalancing trade. The risks are considerable, as the tariff strategy may slow growth, increase inflation, and ultimately weaken the dollar’s supremacy in the decades to come. History may not be kind to the big re-set. But the trickiest section of the report card is execution. The manner of delivering these changes has created uncertainty.

So, for the sake of a more considered strategy, some of the good intent might simply founder on the lack of plan completeness. For example, when costs are slashed, such as regulatory control, this might suggest long-term savings, but in practice, if assumptions are not tested, they might trigger major political headaches down-the-line when out-of-the-blue crises emerge. But for the ha’p’orth of tar (a tested plan) the ship (strategic value) can still be lost.

And another sagely phrase: The seeds of your demise are often sown during periods of success. So, America sits at a critical moment, some of it historic, some introduced unnecessarily in its rush to force re-modelling. America is the land of genuinely excellent strategic management, and there will be seasoned management professionals whose skillset can still settle the ship of state.

Of course, this is the view from the hilltop called classical strategic management. Although on the surface it is a dull, plodding discipline, it can still deliver careful re-engineering for America Inc., and at the same time win approval from the markets.

The spectre of an Old World social order returning to haunt the New

In the run-up to the 2008 crash ‘orthodox economics was humiliated… sophisticated financial minds hopelessly miscalculated the value of assets’. Why should classical economics read the runes this time?

There are wider forces at work, and if disrupting the world order, including orthodox economics, is required for America to bring down its stratospheric and unsustainable deficit, then client-politics of old is unlikely to have the re-engineering force of character.

Many are familiar with fire-from-the-hip business leadership relying entirely on gut-angst to bring change. Readers of John Updike, Philip Roth and Saul Bellow will recognise quotidian American realities grate with its sunshine theology. America is searching for resolving its mile-wide social dualities (e.g. failing meritocracy), but the current US administration is like the preacher, who in the sermon notes writes: ‘point weak, shout loud’. We suspect, like the new right in Europe, the rocket fuel that gets it off the launch pad is greater than the load required for the second and third stages of nation-state development.

What we might be seeing is America’s long resistance to the shadow of an Old World. A world that is complex and intractable, with its ranked social strata offering sustainable modes of living, in contrast to America’s dominant and creaking social measures of income and wealth. America holds action as more sacred than reflection. As John Maynard Keynes said at the end of his General Theory (1936) this is a sign you are held to some form of dogma. Trumpism is about action, but concurrent critical reflection will need to emerge sooner than later. Tyranny is in the absence of the ability to nuance new political positions.

Does the end of political modernity mean sailing towards the shore of classical conservatism?

Although on the surface the DeLorean is headed back to 19^th century mercantilism, many are asking are we also headed towards the morally manageable boundary of nation-statism. For this is as much about America’s moral agency, its sense of self. This suggests Britain and Europe, in their commitment to sublate their nationalistic agency post-war, are wedded still to political modernity as an unquestioned philosophy. Hence, across Europe, the new right is making Trumpist-style gains, largely to arrest a runaway modernity (bureaucratic governance) that has become deaf to its concerns.

And so, the argument is that America’s New World Order is a flaming out of a dying meritocratic social contract. A traumatic admission it wishes to establish a more workable social system.

Meritocracy was the fruit of post-Cold War globalisation. Globalisation is the spread of modernity. Modernity is the liquefying of all barriers, personal and geographic, and the creation of meritocratic social order. Meritocracy is the replacement of class/tribe distinctions for the promise of personal achievement and liberation.

The flaw in this utopianism is that social groups are naturally self-organising, and left to themselves can shake out quite sustainably. Artisans cheerfully graft, bourgeois entrepreneurs buy and sell, and aristos refine their sensibilities in well-stocked country house libraries, opening the odd school and fete to boot. All too utopian, and dewy-eyed, but this old social conservative order is resurfacing in the minds of the slogging metro-dwellers sinking £2,500 rent per month into their stuffy broom cupboard apartments.

Our wobbly meritocracy is also faltering as it is run by homo technicus, loyal not to vision or even mission, or healthy social order, but policy. Bureaucracies avoid volatile human fancy, and put oversight into the hands of bloodless policy wonks. This society will not excel, but it will be fairer to a greater number. Or so we thought.

So, what’s not to like?  Well, in the West the emergence of deep inequality. The Western ship has tilted so hard towards the top 1% of achievers, that the bottom 50% are dropping behind like the wheezy pupil on the annual school cross-country race. The few winners are winning hard, and the losers are massing in large numbers. Part of the tilt is capital accumulation has increased the power of money itself. Money + a decent brain = access to a fast-lane that no-one anticipated would create a new money aristocracy, one that does not have a country pile across from the village, so is unhitched from all communitarian moods.

On the back of these broken structures is the rise of new right parties. With Trumpism offering to collapse globalisation altogether, his challenge is to steer towards the shore of classical conservatism. And avoid the rocks of nihilistic mega-meritocracy. Economic nationalism and ethno-nationalism are in the mixer and the former should avoid the latter.  The detail however, may not be written yet. This gut angst may of course have a moral taproot.

The emotionally illiterate nature of globalisation

Property values have rocketed, and with it a new mass class of millionaires. Others who could not secure property are now the new precariat. Property is out of reach unless you graduate into a graduate career, or have parents who are ‘meritocracy winners’. After five to ten years following graduation some 30% of graduates are still in non-graduate jobs.

As the Blair-Brown government told us, we had better get on board the globalisation train. And we did. It did not know where the train was ultimately destined, but was sold as heading to the land of sexy new metro-liberal coolness. We now know it was pure undifferentiated rhetoric.

We also now realise the emotionally illiterate nature of this message. What many missed is that unfettered liberalisation was an ideology for the dipsy-brained. To which politics is meant to counter. Where the British parliament enjoyed and suffered long speeches, now, members have to ‘cut to the plot’ in short shrift. Debating time has been cut so parliamentarians can get home to their families. Admirable, but naïve, when complex issues demand the sort of exhaustive dialogue as found in a major Dostoyevsky novel. Where the fog starts to clear on page 372, but you are still asking ‘who are all these people?!’.

Under successive administrations politics was gradually jettisoned as an inconvenience to market measures. Rationalism in the shape of single-metric politics, however, does not do ‘good or evil’ assessments. No-one saw the 2008 crash coming. And if they did, they were thrown out the room for their apostasy.

Meritocracies play what Peter Turchin calls the ‘game of musical chairs’. They foster competition across the whole of society, and the resulting stampede towards the remaining number of hi-status chairs generates an ever-growing mass of losers.

Added to this mud wrestling, we allowed mass immigration from southern Europe to fill our skills gap, and catastrophically failed to invest in education, as short-termism is favoured by unworldly technocrats who lack strategic instincts. This liberal world order is now breaking up violently. In short, Trumpism is displaying a controversial and upsetting symptom: Leadership.

Globalisation finds leadership per se, expensive. Leadership points out to client-politics that ‘the language of economics’ is taking over in the open society. When people talk about ‘living their best life’, asking ‘are you investing enough in your education?’, ‘have you had a productive day?’, you know homo economicus is eclipsing humanity itself. Institutions have started to become bearers of this two-dimensional message. Self-actualisation (a terrifying term in itself, and Maslow’s other writing is far better than his oversold model), started at some point to become an economic calculus primarily.

Even if deeply unpopular, leadership remains a challenge to dashboard politics, which obeys market indicators, often mindlessly. As we found in 2008. Some will call it new right authoritarianism, and even see it as creating an uber-meritocracy, but either way it is based on a measure of righteous angst about those left behind.

Possible fruits of Trumpism’s correction?

We reached peak bureaucracy at the turn of the century. The Kafkaesque nightmare of call-centres, the institutionalised West, as an assemblage of disembodied rule followers, was bodied in an untrammelled globalisation. Commodified lean service delivery (as sages of Just-In-Time supply chains like to call it) meant policy enforced rule compliance. But, the revolt against global massification of experience had begun deep in heartland communities.

From the Blair-Brown-Clinton administrations onwards it was the role of technocrats to manage the poverty slaying capital markets that lifted all ships. £1 growth in UK/US, €10 growth in Poland. Yes, employers had a free lunch as young poorly paid East Europeans flooded the UK, and wondered what was the point of investing in training when this cheap and compliant workforce did the grafting.

Zygmunt Bauman, the Polish-British sociologist, who bravely rowed back on globalisation ahead of many, termed globalised modernity’s retraction, and the era of late-capitalism, as liquid modernity. We want the fruit of solid smokestack modernity e.g. undersea cables, WiFi, and freedom to roam, but not the horror of total annihilation of the dislocated self.

The rise and rise of non-spaces, like Junction 44 of the M6, which is not a great cultural addition, provided freedom from territoriality, but also the loss of heroic potential. London is increasingly a non-space. Its museums and history have been gloriously accessible, educating me as a boy, but the slippage is visible. London’s premier Christian house, in the heart of its financial district, St Paul’s Cathedral, is a snip at £26 entry fee. Winners this way, losers round the back? The vast majority of state churches are permanently open and accessible. Lovingly curated sanctuaries display indomitable welcomes come what may.

So, the future re-set might well be achieved from retaining the fruit of technological massification, but re-locating ourselves within a re-born nation-state, its settlements (both physical and philosophical) bearing the weight of life. We do not know if Trump II’s disruption will, in two or three iterations hence, invite civic virtues, a taste for ‘the good society’, and its supporting architecture. We fear it could still unleash meritocracy Mk II. Albeit a nationalised variant.

In Europe we have suppressed nationalism for obvious reasons, but have weakened settled communities that can support those on the margins. For the nation-state is really a collection of laws. If you have arrived yesterday as an immigrant, you can hold wildly different values, but, critically, if you abide by the law, we will all get on. It is this shared respect for laws born from natural reason and history which gradually foster working settlements through highlighting mutual obligations. If the Trump II re-set reasserts this Anglo-American reality, then the bumpy ride will achieve something.

A world-citizen, reacquainted with a relational ordering of society, via a reinvigorated public sphere, where the conversation is held open by the genuinely leaderful, is a curious prospect. A space where the human stands across the square and learns to interpret the micro gestures of their interlocutors, instead of repeating the script of an unworldly technocrat. A shoddy narrative passed down the chain from a political apparatchik. Someone, somewhere, was always going to respond to the Orwellian warning that a society of technocratic party slaves will do itself no good.