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US-Canada trade war helps Mark Carney's election prospects
With recent tensions between Zelensky and Washington, how likely are the Saudi-hosted peace talks to yield real progress?
Well, we'll find out real soon. Zelensky has certainly made his efforts to make nice on the critical minerals deal, on apologizing to the Trump White House for a meeting that frankly he has very little to apologize for, and that certainly has helped with getting this engagement going. Also, he's not attending personally, rather, his key envoys and advisors meeting with Secretary of State Rubio and National Security Adviser Waltz. I suspect that the meetings will end up being just fine, but they are unlikely to lead to a ceasefire because what the Ukrainians are prepared to accept, the Russians are not close to accepting. So either Trump is going to have to be willing to take some time, bring it to the Russians and see that the Russians are not playing full ball, or he's going to have to throw the Ukrainians under the bus more and make greater demands that they're not prepared to accept. I don't think either of those things are likely to happen today, but that's I think, the direction of travel.
Are we on the cusp of a nuclear proliferation era as Poland and Germany talk of acquiring nuclear weapons?
Germany's talking more about sharing in the nuclear umbrella with France. Poland's talking about getting its own. These things are all harder. They will take longer than these countries have. It's not like France's nuclear umbrella is deep or easily extendable. In order to have anyone believe credibly that a French deterrent would apply to other countries, a lot of things have to happen in terms of coordination and infrastructure and building up those capabilities that will take frankly years. So, I think it's important that these conversations are happening. I think that many countries around the world are moving towards establishing their own nuclear capabilities in, around, the Middle East. I can certainly see over time as Iran gets closer, the Saudis thinking about it, the Turks thinking about it, in Asia, South Korea and Japan. In Europe, a number of countries needing to have collective security because they don't feel like the Americans can provide for them. But I don't think those things are happening overnight. The global order is changing. It is really past the tipping point, but these things are slow moving processes.
Does Justin Trudeau's replacement, Mark Carney, have a shot of winning Canada's general election?
Certainly does, and three months ago would've had no shot at all. There's been an extraordinary bounce back for the Liberal Party, in part because they're now represented by someone that is not an incumbent. Think about what would've happened in the US if it hadn't been Biden or Kamala Harris, but had been an outsider after general primary, better shot of winning. That's exactly what the Canadians have now done. Trudeau forced down, Chrystia Freeland, his deputy prime minister, getting 8% in the Liberal caucus vote, and Carney getting almost 86%. So he's a centrist. He's in much better position to give a serious run against Pierre Poilievre of the Conservatives. The big question is how is Trump going to respond? Because on the one hand, it's very easy for Trump to now say, "Trudeau's gone because of me, and I'm now willing to work with somebody who is more reasonable," and the markets would certainly appreciate that. On the other hand, short of him doing that, and I think it's unlikely that he's going to reach out and extend a hand to the Canadians, then Trump beating on Canada more gives Carney a better shot of winning because he's the guy that can manage an economic crisis and also because the Canadians are so united in their anger with the United States, kind of like Mexico is right now, kind of like a number of European countries are right now. So Trump is definitely a uniter, just not inside the US, more inside other countries.
Why Trump won’t break the Putin-Xi alliance
Ian Bremmer shares his insights on global politics this week on World In :60.
Does Trump's relationship with Putin isolate or concern China?
I wouldn't say so. I think that Putin and Xi Jinping have one of the stronger relationships on the global stage today. I think they've met something like 81 times bilaterally since the two have been in power. They're both leaders for life, they run dictatorships, and they support each other all the time at the United Nations. There's a lot of technology and trade, and China needs to buy Russian energy. The Americans certainly don't. So, for lots of reasons, this relationship is much more stable and strong than anything that Trump is likely to build with Putin. Especially because Trump is a one more term president, 78 years old, with checks and balances in the US, even if they're getting weaker, they exist. That's not true in Russia. It's not true in China. So, I don't think Beijing is very worried about that.
What does the resignation of Iran's Vice President Zarif signal about tensions in the country?
Well, given the fact that the finance minister was also just impeached this weekend, also a would-be reformist, a moderate, in the context of the Iranian political spectrum, it means the supreme leader and the conservatives do not trust these guys to engage with the Americans or the West. It's a harder line Iranian policy as they move towards greater levels of stockpiling, of enriched uranium, and as their military strategy has fallen apart for the region. If anyone is going to talk to the Americans, and if anyone is going to try to forestall attacks from Israel, and maybe by the US as well, it's not going to be the people that got the original Iranian nuclear deal done, the JCPOA. So, that's what it looks like in reform. Nascent under a lot of trouble. The Iranian president under a lot of pressure right now at home.
What's next for the Israel-Hamas ceasefire as the first phase comes to an end?
Well, I think what everyone is waiting for is the Egypt deal, which is being penned and is being sent over in advance of an Arab League summit to Trump in the coming hours, if not day. Originally, it was a few hundred pages long. The Saudis told the Egyptians, "Maybe you want to have an executive summary that's a little glossier for Trump? He's not reading a couple hundred pages." That's been worked on all weekend. And it certainly isn't the Americans owning Gaza. It certainly isn't the Palestinians being forced out or all voluntarily leaving. Whether or not Trump is prepared to sign off on that, or at least allow it to go forward and not veto it, as long as it hits that hurdle, I think you'll have pretty much all of the Arab states signing off on it in the Arab summit. That's where we are right now, and I'll talk to you all real soon.
Will Trump & Musk punish Brazil over Bolsonaro indictment?
Ian Bremmer shares his insights on global politics this week on World In :60.
What is Trump's long-term play with apparently treating Putin like a friend rather than an adversary?
His play is to end the war in Ukraine. His play is to be seen as a great deal-maker and also a return to what we call the law of the jungle, where the most powerful countries are the ones that deserve to be at the table, and if you're not at the table you're being served for dinner. That is where I think we're going. I don't think that Secretary of State Marco Rubio wanted to be there, but he's much more... He's going to be loyal, and I think the Republican senators have pushed back hard on Gaza but not so much on this. We'll see. Certainly from Riyadh, from what we've heard from Elon, what we've heard from Trump, they are working very hard to get a full reconciliation between the United States and Russia, between Trump and Putin, irrespective of what the Europeans have to say about it. And the Ukrainians are going to be pressed very, very hard to accept the deal or be left all by themselves. We'll see how the Europeans and the Ukrainians play it, but that is what they're looking at.
How likely would the release of all remaining captives, as proposed by Hamas, actually lead to a permanent truce with Israel?
Well permanent truce with Israel implies you can agree on what governance in Gaza is going to look like. The Israelis, of course, refuse to accept a state for the Palestinians. The Israelis refuse not only for Hamas to participate in any government, not surprisingly. But, of course, also the Palestinian authority participate in government. That's very different from what the Gulf states, what the Egyptians, what the Jordanians, all America's allies, are planning to propose for Gaza. I think we can get an extended ceasefire. That ceasefire might last essentially permanently, but the Israelis would still have a buffer zone, you wouldn't be heading towards statehood, and the Israelis would reserve the right to continue to engage in selected strikes if they see targets of opportunity that they consider to be militants working with for Hamas. So that's where I think we are, but very unlikely at this point that I think you'll see a restart of the war that has been lasting for well over a year at this point. I think full-blown military incursion on the ground is now on the rear-view mirror.
Does Bolsonaro's indictment for an alleged coup plot signal tough times ahead for Brazil?
I think it does. It's very likely that Bolsonaro is going to end up imprisoned. That case is going to take a while to work through the courts. Probably won't be resolved until 2026 with all the appeals that will end up happening, but he won't be able to run again. Now you can still announce you're going to run and then pull out your candidacy at the last minute like Lula did, who served time in jail himself in the past, so this isn't completely new uncharted territory for the Brazilians. But keep in mind that if Bolsonaro is refused to be allowed to run, he is completely supported by Trump. He's completely supported by Elon Musk, and that will get stronger. The Supreme Court in Brazil is politicized and is also seen by Trump and Musk as root of all evil in Brazil, so they'll be going after that. And will that be tied to tougher tariffs on Brazil? I expect it will. So, I think Brazil is going to be in a lot of trouble here, and I think that their economy is probably going to take a hit on the back of what we're going to see politically inside Brazil and the nature of the relations with the United States. Okay, that's it for me, and I'll talk to you all real soon.
Putin trolls Europe about "the master" Trump
Ian Bremmer shares his insights on global politics this week on World In :60.
What does Putin mean when he says Europe "will stand at the feet of the master"?
It means that he loves to troll his adversaries. Don't you remember when he said that he actually thought Biden would be a better president from Russia's perspective than Trump? He trolls. It's all misinformation. It's propaganda. It's all served to undermine and show that he's powerful, and he can say whatever he wants. And of course, he would love to see a fight between the Americans and their allies, whether it's the Nordics on Greenland or it's Canada on 51st state, or it's Panama on the canal, or it's Europe on tariffs. And he wants to undermine the countries that gets a divide and conquer kind of response from Putin. And that is what he is doing when he trolls the Europeans.
What's next for Panama after deciding to exit China's Belt and Road Initiative?
Well, certainly, of all the countries that are facing a deeply asymmetric relationship on the back of threats from President Trump, Panama is high on that list. And they really are trying to find a way to avoid tariffs and avoid the Americans squeezing them on the canal. And an easy way to do that, because they've heard this now directly from Trump and from Secretary of State, Marco Rubio, is that the Chinese have too much influence over transit. And that is particularly true through these port facilities that a Hong Kong-based company, read, China, is in charge of. And so, they are opening investigations into the contract and into how they engage there. And they're also saying they'll pull out of Belt and Road. All of that is clearly going to upset and antagonize the Chinese. And I think that the Panamanians are very, very comfortable showing that they are going to orient much more towards the United States, given how much more they rely on the Americans.
How would a potential Turkey defense pact with Syria reshape power dynamics in the Middle East?
Given who's on the ground in Syria and the fact that the Americans are likely to pull out the over 2,000 troops they have there, and that Trump has said it's really up to Turkey to maintain that relationship, they were the ones that were closest to the rebels that ended up defeating, overthrowing Assad's regime. Not surprised at all that that is where the diplomacy is heading. But that doesn't mean that it's going to be stable, and it certainly doesn't mean that the Kurds on the ground are going to be handled well. And that will be what we need to watch carefully. But Turkey, a NATO ally that has a lot of influence across the region and particularly now on the ground with Syria, I think that'll be relatively stable given the support from the United States. That's it for me, and I'll talk to you all real soon.
- Four reasons why Turkey is excited about the fall of Assad. ›
- Panama ditches key China initiative after pressure from Trump ›
- Putin's nuclear policy revision is a sign of weakness ›
- Russia-Ukraine: Two Years of War ›
- Europe plans for Putin & Trump 2.0 ›
- Trump's dealmaking with Putin leaves Ukraine and Europe with nowhere to turn - GZERO Media ›
- Why Trump won’t break the Putin-Xi alliance - GZERO Media ›
- What will Trump offer Putin in Ukraine ceasefire talks? - GZERO Media ›
DeepSeek puts US-China relations on edge
Ian Bremmer shares his insights on global politics this week on World In :60.
How is China's AI app DeepSeek disrupting the AI industry?
It certainly seems to be making people concerned that the Chinese are a lot closer to the Americans and the Trump administration is not sleeping on this. They clearly feel that China is technologically very capable, very advanced. Frankly, different than Biden felt when he first became president, though he got up to speed on that pretty quickly. And I think that's going to lead to a much tougher competition between the United States and China. Those that think that a deal is coming, that Trump is going to engage with China because he wants to find a way to not have to put tariffs on, I don't think that's going to happen because you're going to have so much more efforts to contain the Chinese in all sorts of areas of advanced technology broadly speaking.
They are way ahead in data. The Americans are ahead in compute, and they're both going to lean into the opportunities that they have. And the Americans are going to use their firepower from a government perspective with other countries around the world as well. That's what I think.
Trump has issued a 90-day pause on nearly all US foreign aid. What's the likelihood it'll be extended beyond that?
I don't know how long it's going to be extended, but I do know that so many of the contractors that are involved, for example, USAID, which is like half of their capable workforce, are gone. And within 30 days they then lose their security clearances and they're not going to have capability to execute. So I think there will be permanent damage to the ability of the Americans to actually get a lot of development programs done around the world, and this is an important piece of US soft power.
And if the Americans aren't doing it, other countries around the world will, most particularly China,. This is an opportunity for the Chinese to have more influence, especially in the Global South than the United States. And this is pennywise and pound foolish for the Americans. And unlike the suspension of domestic support and funding and programs, which led to a whole bunch of outrage and then the order was rescinded, on foreign aid there's not a lot of domestic outrage. And companies don't want to stick their necks out because they think that they're going to get whacked hard by the Trump administration. So, I think it's more likely to have a longer-term impact.
What do I make of the Rwandan-backed rebels' advancements in Congo?
Definitely it is expanding the civil war. A lot of Congolese are really unhappy that this is happening with the support of external actors. You've seen a bunch of embassies in Congo ransacked, a lot of riots as a consequence, and not a lot of interest in trying to resolve the problem other than from folks like the United Nations who are pretty weak on the ground. So like we're seeing in Sudan, in Congo, an expanding civil war that is causing a lot of humanitarian hardship and havoc. That's it for me, and I'll talk to you all real soon.
EU rolls back Syria sanctions for economic rebound
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from Abu Dhabi, UAE.
Is the European Union opening up to cooperation with the new government or regime in Damascus?
Yes, they are gradually. The foreign minister of the European Union took the decision early this week to start to ease sanctions on Syria that have been in place for years. And that is very important in order to start to get the economy going in the country. And that, of course, is very important in terms to start addressing all of the humanitarian needs. And also, eventually getting the economy going so that at some point in time perhaps people can start to move back to the country that they were forced to flee from during the years of civil war and repression.
Why was the prime minister of Serbia sacked?
That was part of a bigger move, defensive move, you can say by the president, by President Vučić. He has been under intense pressure due the last few months. There was an accident in Novi Sad, the second-biggest city that was blamed on the roof fell in, and that was blamed on bad construction and corruption. That has crystallized massive opposition to his regime, which has been there for a long time and is seen as increasingly authoritarian. So, pressure has been building up and he was now forced to concede sacking the prime minister and announcing new elections in April. So new elections in April in Serbia. There will be elections in Kosovo before that. There will be elections also in Albania. So, a lot of things are in flux in the Southern Balkans.
Why NATO launches a Baltic Sea operation
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from Stockholm, Sweden.
Why has NATO launched a new operation in the Baltic Sea?
Well the reason is to have better safety and security for the undersea infrastructure of different cables that we have in the Baltic Sea. There have been a number of incidents in the last few months when these cables have been damaged or cut by ships that have passed by dragging their anchors. They've often been associated with the part of what you call the 'shadow fleet' of earlier old rusty tankers transporting oil from Russia in violation of sanctions. So, the NATO operation is supposed to keep that under watch, prevent it, and secure the undersea infrastructure.
Are the sanctions against Russia by the EU and US really working?
Yes, they are. But of course it's a long-term effect. No question about that. They are degrading the strength of the Russian economy in a number of areas. Critical is the ability, which is a difficult one, to try to limit the gains in the profits that Russia is making off the oil exports, primarily to India and Russia. And I think the latest round of US sanctions and EU sanctions against the shadow of fleets of rusty old tankers, I think that will have an even more important effect than what we've seen so far.
Gaza ceasefire likely as Biden and Trump both push
Ian Bremmer shares his insights on global politics this week on World In :60.
A Gaza ceasefire has gained momentum. What is the likelihood a deal will be reached soon?
We've heard this news before. At least five times over the last year that we've heard we were almost at a Gaza ceasefire. This time around though it looks much more likely. Why is that? Because Trump is about to be president, because Trump's envoys and Biden's envoys have been working together on these issues, and also because that means pressing the Israeli government in a way that feels much more serious if you are the prime minister. And also because Trump has been pressing Hamas. And so, I think the unilateralism is there. The fact the deal was already very close, and now this means Biden gets to say he got the deal and Trump gets to say he's ended a war, at least for the time being, and a lot more hostages get freed. So yeah, this time around it looks pretty likely.
What do I make of a potential sale of TikTok to Elon Musk?
Well, it's just been announced that the Chinese are considering it. I always thought that it was more likely than not that if the Supreme Court were to uphold a ban that the Chinese would probably allow a sale to go through. Though they were going to say they were never going to until the last moment because why give up leverage when you don't necessarily have to? So their historic unwillingness doesn't mean to me that they're actually unwilling. To the extent that there is a deal and it goes to Elon, he becomes more powerful, and he also is seen by the Chinese as owing them one. So would he facilitate an improved, a more stable relationship between the US and China? It's an early indication that he could play a role. He hasn't said anything on the China front yet, but certainly you would expect that he would meet with the high-level envoy that's going to the inauguration that Xi Jinping was invited to on the 20th. That's what we should watch in the next week. Okay, that's it for that one.
What does Lebanon's new president mean for Hezbollah?
Weaker Hezbollah, but so much is going to be determined on what Israel decides to do on the ground in the south of Lebanon. Are they staying there for a longer period of time? We've heard news of late that they intend to maintain that occupation in a longer than just couple of weeks, couple of months environment, which makes it harder to keep Hezbollah from starting fighting again. On balance, I think this ceasefire is looking a little shakier right now, even with the new Lebanese president than it had a few weeks ago. We'll see. But if it does break down, the level of fighting won't be what it was a few months ago because Hezbollah doesn't have that capacity and the Iranians can't restock their weapons because Assad has fallen in Syria.