Protests in Turkey.

The Erdogan Regime and Its Future Amid Mass Protests: Prospects for Change?

Recep Tayyip Erdogan’s political journey reflects a dramatic transformation—from a reform-minded leader once hailed as a model for Muslim democracies to an autocrat presiding over a deeply polarized and economically fragile Turkey. His consolidation of power, particularly after the 2016 coup attempt, has ushered in a regime marked by institutional erosion, economic mismanagement, and authoritarian repression. Recent mass protests sparked by the arrest of Istanbul Mayor Ekrem Imamoglu highlight growing public resistance, yet the broader trajectory remains one of democratic backsliding. Erdogan has found space to entrench his rule in an increasingly multipolar world, with Western pressure diluted by competing geopolitical priorities. The critical question now is whether domestic mobilization can meaningfully challenge this entrenched authoritarianism.

By Ibrahim Ozturk 

Populist rhetoric, which denounces the deficiencies of the established order while claiming to embody the will of “the people,” is inherently problematic. Populist leaders typically emerge from within a system of rules, institutions, values, and routines—even if that system is imperfect. Once in power, they frequently seek to undermine the structures that enabled their ascent, engaging in arbitrary and opportunistic governance. Confronted with the inevitable challenges of effective administration, their policies often fail to fulfill their promises and increasingly veer towards autocracy. 

The central irony of populism lies in its capacity to mobilize marginalized or resentful constituencies by implying that the prosperity and freedom typically associated with rule-based institutional governance can instead be achieved through contingent modes of rule—marked by unpredictability, uncertainty, and the personalized authority of charismatic leadership.

Even more concerning is the global diffusion of these populist ‘illusions.’ They have gained traction not only in advanced, affluent societies such as the United States and across Europe—despite the historical entrenchment of robust welfare state institutions—but also in major developing countries of the Global South, including Brazil, Hungary, India, Russia, and Turkey, where similar narratives have found fertile ground.

In the case of Turkey, Recep Tayyip Erdogan has at times been cited by social scientists as an exemplar of ‘positive’ or ‘progressive’ populism, particularly in light of the early wave of comprehensive reforms undertaken during his initial years in power. However, his governance trajectory over the subsequent decade has increasingly veered toward a regressive and authoritarian model. Notably, following the 2011 general elections—which secured him a third consecutive term—his reliance on contingent and arbitrary modes of decision-making, marked by repetitive ‘trial and error’ and ‘learning by doing’ strategies, contributed to systemic rent-seeking and widespread corruption. These dynamics, in turn, played a significant role in precipitating a deepening economic crisis.

Multiple independent sources suggest that, following the revelation of widespread government corruption during police investigations between December 17 and 25, 2013, the Turkish state apparatus under President Erdogan orchestrated or capitalized on the failed coup attempt of July 15, 2016. In its aftermath, and under the guise of heightened security imperatives, Erdogan moved to dismantle the constitutional system of checks and balances, culminating in the 2018 transition to a de facto one-man rule. Much like the instrumentalization of the Reichstag fire in Weimar Germany, this episode marked a turning point that ushered in a prolonged era of political instability and economic decline.

From Democratic Leadership to Absolute Authoritarianism: The Political Trajectory of Erdogan

Lord Acton famously observed that ‘absolute power corrupts absolutely,’ underscoring the inherent risks of unchecked authority in enabling corruption and authoritarianism. This insight resonates strongly with the trajectory of the Erdogan regime, which, after eroding its electoral viability through manipulative tactics and the strategic distribution of financial incentives disguised as ‘election bonuses,’ has increasingly moved to suppress direct opposition and compromise the integrity of the electoral process—ultimately at the expense of the public.

Beyond the prolonged pretrial detention of civil society figure Osman Kavala, attorney Selcuk Kozagacli, and parliamentarian Serafettin Can Atalay, the Erdogan regime has systematically targeted political adversaries across the ideological spectrum—from left-Kurdish leader Selahattin Demirtas to right-nationalist party leader Professor Umit Ozdag—often in the absence of substantive judicial proceedings. The latest escalation—the pretrial detention of Ekrem Imamoglu, Mayor of Istanbul, one of the world’s largest metropolitan centers—has significantly exceeded the limits of societal tolerance, triggering a sharp upsurge in public outrage. Imamoglu’s arrest on March 19, 2025, has provoked widespread condemnation: citizens have flooded the streets of Turkey’s major cities, university students have launched campus protests, and demands for ‘rights, law, and justice’ resonate across all social media platforms.

Let us begin with a set of critical questions: How did the Justice and Development Party (AKP), after a decade of seemingly successful governance between 2003 and 2013, descend into authoritarianism and preside over profound economic and political deterioration? How can we account for the stark contrast between President Erdogan’s two political trajectories—first, as a leader widely hailed as a model for the Islamic world, steering a ‘Muslim yet secular, democratic, modern, and European-oriented’ nation with a liberalizing market economy; and later, as the chief architect of accelerated Putinization, complete authoritarianism, and systemic economic decline?

More critically, the question now is: Where is Erdogan’s trajectory headed, particularly in light of the legitimacy afforded by the global rise of authoritarian right-wing populism—most notably in the United States and increasingly within the European Union—amid escalating challenges related to security and migration? In this context, Erdogan occupies a strategically pivotal position. What values, normative frameworks, and strategic latitude does the emerging multipolar world order afford him? Is Turkey gradually evolving into a new ‘Iron Curtain’ state within a reconfigured Cold War landscape—defined by transactional, interest-based relations with its traditional US and EU allies? As some have suggested, was the centennial of the Turkish Republic, founded by Ataturk in 1923, merely a symbolic intermission—now giving way to a neo-Sultanist order governed by a singular authority, one unrestrained by modern institutional checks or even the fixed doctrinal constraints of Sharia, thus allowing for unprecedented levels of conditionality, contingency, and arbitrariness?

In a comprehensive analysis I authored for Project Syndicate and Al Jazeera following Erdogan’s third general election victory in 2011, I acknowledged his government’s relative ‘economic miracle’ but concluded with a note of cautious skepticism: ‘The big question is how Erdogan will use this increasing power in the coming period.’ In the years since, Erdogan’s governance has offered considerable clarity regarding his long-term ambitions—developments that can be analytically divided into three distinct subperiods.

Episode One (2003–2013): The More Orthodox, the Greater the Success

The two successive analyses referenced above emphasized that during the AKP’s first decade in power (2003–2013), the implementation of comprehensive reforms aligned with the European Union accession agenda—coupled with the oversight of the IMF and World Bank—catalyzed substantial economic growth, largely driven by a notable rise in productivity for the first time in decades. In addition to favorable global liquidity conditions, Erdogan’s strong electoral legitimacy and effective leadership further reinforced this period of economic and political consolidation.

Despite rapid growth, the surge in productivity and currency appreciation—both closely tied to capital inflows—underpinned Turkey’s macroeconomic transformation. Decades of chronic inflation, which had hovered in triple digits in the early 2000s, declined to single digits by 2005, while income distribution improved markedly. Supported by wide-ranging structural reforms and sustained macroeconomic stability, the European Union officially recognized Turkey as a ‘functioning market economy’ in 2006. During this period, Turkey’s performance outpaced that of many peers in emerging markets. Declining risk premiums and an increasingly favorable investment climate ushered in a wave of foreign capital across nearly all categories—from long-term credit to record foreign direct investment (FDI) levels. This capital surge was driven by privatization initiatives, mergers and acquisitions (M&As), and substantial greenfield investments.

Source: World Bank data set.

However, this growth model soon revealed its structural limitations. Turkey failed to consolidate its early gains due to emerging signs of reform fatigue, policy reversals, and a gradual shift away from the European Union accession framework after 2007. Additionally, the model became increasingly reliant on short-term foreign capital inflows and debt-fueled expansion, while economic growth was driven largely by currency-induced consumption booms and a surge in construction and service sectors—rather than high-value-added manufacturing. This pattern of deindustrialization rendered the economy particularly vulnerable to external shocks, as evidenced during the global financial crises of 2008 and 2009. As a result, Erdogan entered his second term amid growing policy uncertainty and strategic drift.

Episode Two: Experimenting with a Sui Generis Model

During Erdogan’s second term (2013–2018), a series of significant policy shifts deepened his alignment with loyalist business elites, notably through the preferential allocation of state contracts and the consolidation of crony capitalist networks. The corruption investigations of December 17–25, 2013, exposed the extent of this system, triggering an intensification of political crackdowns and a decisive turn toward authoritarianism. Systematic attacks on institutional autonomy—particularly targeting the judiciary and the Central Bank—undermined the rule of law and eroded policy credibility. Economic growth slowed to a range of 3–5%, while political unrest, exemplified by the mass Gezi Park protests and the controversial 2016 coup attempt (widely seen as orchestrated or exploited by Erdogan), exacerbated instability. Market volatility intensified, compounded by rising US interest rates and Erdogan’s growing interference in monetary and fiscal policy, which together eroded investor confidence, prompted capital flight, and accelerated the depreciation of the Turkish lira (₺). Despite ongoing flagship infrastructure projects—such as the Istanbul Airport and Kanal Istanbul—that remained central to Erdogan’s economic narrative, Turkey shifted from a trajectory of reform-led growth to one of deepening economic and institutional uncertainty, primarily driven by the consolidation of authoritarian governance. This pivotal second period was catalyzed by the revelations of the 2013 corruption investigations.

Despite experiencing his first electoral setback on June 7, 2015, President Erdogan not only obstructed the formation of a coalition government but also exploited a climate of fear—amplified by a series of leveraged terrorist attacks—to regain electoral support under the guise of restoring ‘stability,’ ultimately securing victory in the snap elections of November 2015. This trajectory culminated in the aftermath of the controversial coup attempt on July 15, 2016, which Erdogan leveraged to consolidate his authority further. The event served as a pivotal pretext for the contested and coercively implemented regime transformation of 2018, marking the onset of his third term under a newly centralized executive presidential system.

Source: Author’s compilation from national and international datasets.

 

Episode Three (2018–Present): Crossing the Rubicon with Heterodoxy

Following the comprehensive dismantling of institutional checks and balances through the formal institutionalization of the presidential system in 2018, President Erdogan departed from conventional economic orthodoxy in favor of what he termed a “homemade indigenous model with a nationalistic outlook,”—a framework rooted in heterodox and highly politicized economic policies. The most prominent indicators of this period in the economic sphere included the politicized capture of key institutions such as the state statistical agencies and the Central Bank, accompanied by sustained political pressure that severely undermined their autonomy. Economic policymaking became increasingly unmoored from rational, evidence-based frameworks and was instead dictated by short-term political imperatives. From 2021 onward, this phase was marked by aggressive currency manipulation, credit rationing, the provision of subsidies through public banks, and a range of direct and indirect rent-transfer mechanisms benefiting political insiders aligned with the ruling elite.

The consequences were severe: hyperinflation, wage erosion, currency collapse, and escalating economic instability. The Turkish lira lost over 90% of its value between 2018 and March 2025. Inflation, which stood at 20% in 2021, soared to 85% in 2022, moderated to 43.5% in 2024, and remained high at 39.5% by March 2025. While these dynamics disproportionately burdened the poor and middle classes, they enriched Erdogan’s political allies through preferential access to state contracts and financial mechanisms, exacerbating wealth inequality. Despite this deterioration, the economy experienced short-term growth, driven by elevated public spending and an export boost facilitated by a severely devalued currency. This third era represents the most acute economic crisis under Erdogan’s leadership—one largely self-inflicted through policy mismanagement and institutional degradation.

In summary, Erdogan’s political trajectory can be delineated into three distinct phases. During his first era (2003–2013), he emerged as a pro-business reformer who modernized Turkey, attracted substantial foreign investment, and lifted millions out of poverty. The middle period (2013–2018) was marked by mounting political instability, decelerating economic growth, and an increasing consolidation of authoritarian control. The most recent phase (2018–present) has been defined by self-inflicted economic turmoil, characterized by hyperinflation, financial mismanagement, and institutional erosion. Over time, Erdogan has shifted from being hailed as an economic success story to assuming the role of a crisis manager. At the core of this transformation lies his unwavering determination to retain power and reengineer the political regime through an experimental economic and governance ‘model’—one that he neither fully comprehends nor implements coherently, operating instead through a framework of disorder, contingency, and arbitrariness.

Governance Tragedy

Erdogan’s somewhat surprising—yet, in retrospect, foreseeable—abandonment of his previously successful economic and political development model following the 2011 elections precipitated a profound governance crisis. Echoing, in form if not in content, Mao’s Cultural Revolution in China, Erdogan embarked on a series of self-declared, large-scale experiments characterized by opaque logic, undefined mechanisms, and uncertain causal relationships. Adopting a ‘learning by doing’ approach, he entrusted critical policymaking to inexperienced party loyalists and ideologically driven militants. Whereas the initial phase of governance was marked by competent technocrats and the strengthening of institutional capacity, the subsequent phase, particularly after 2018, was defined by institutional degradation, as unqualified yet ambitious individuals assumed control over key state structures. This transformation has far-reaching implications for the stability and functionality of the Turkish state apparatus.

The government’s patronage practices have extended well beyond large corporations aligned with the ruling party, encompassing individuals deemed politically loyal through strategic appointments to secure and well-compensated public sector positions. The transformation in the scale and composition of Turkey’s civil service is well documented. As of 2024, the number of public employees stands at approximately 5.3 million—more than double the 2 million recorded in 2002. Between 2002 and 2024, an estimated 3.3 million individuals were recruited into the civil service. Notably, of the 2 million civil servants employed in 2002, roughly 1 million have since retired, bringing the cumulative number of civil servants hired during the AKP era to approximately 4.3 million. This dramatic expansion reflects a broader trend of public sector growth under Erdogan’s leadership, characterized by the politicization of state institutions and the instrumental use of public employment as a means of consolidating political loyalty.

As of January 1, 2025, the national monthly minimum wage in Turkey has been set at a net TRY 22,104.67, while the base salary for civil servants has reached approximately TRY 43,726—nearly double the minimum wage. This stark disparity underscores the material privileges afforded to public-sector employees, a cohort that has increasingly been leveraged as a tool of political patronage. In contrast, individuals outside the ruling party’s patronage networks face systemic barriers to accessing public employment and are disproportionately relegated to the lower-wage private sector, where monthly earnings generally fall within the same range as the minimum wage and civil service floor (TRY 22,104.67 to TRY 43,726).

The consequences of Turkey’s governance crisis are clearly reflected across all major governance indicators. According to the Worldwide Governance Indicators (WGI) project, which evaluates six key governance dimensions for over 200 economies between 1996 and 2023, Turkey has experienced a marked and persistent decline in performance. Each WGI dimension is measured on a scale ranging from approximately -2.5 (weak governance) to 2.5 (strong governance). Table 3 summarizes Turkey’s scores across selected years, illustrating the country’s overall trajectory of governance erosion. For example, the ‘Control of Corruption’ indicator improved in the early 2000s, rising from -0.45 in 2002 to 0.08 in 2005, reflecting early reform efforts. However, by 2023, this score had deteriorated to -0.50, signaling a reversal of progress and deepening institutional fragility. Similar negative trends are observable across the other five dimensions, underscoring the systemic nature of Turkey’s governance decline.

This sustained decline in governance indicators reflects a broader erosion of Turkey’s rule of law and civil liberties. The Rule of Law Index, published by the World Justice Project, assesses countries based on factors such as constraints on government power, absence of corruption, and protection of fundamental rights. In 2024, Turkey ranked 117th out of 142 countries, significantly deviating from rule-of-law standards. Similarly, the Freedom in the World Index by Freedom House—which evaluates political rights and civil liberties globally—assigned Turkey a score of 33 out of 100, classifying it as ‘Not Free.’ Further underscoring this deterioration, Transparency International’s Corruption Perceptions Index (CPI), which ranks countries on a scale from 0 (highly corrupt) to 100 (very clean), shows Turkey’s score declining from 50 in 2013 to 34 in 2024. This sharp drop reflects a growing perception of entrenched public sector corruption and declining institutional integrity.

While definitive assessments are best left to subject-matter experts, President Erdogan’s underlying motives for Turkey’s authoritarian turn can be broadly summarized as follows:

📌 The 2008 Constitutional Court case that sought to dissolve the Justice and Development Party (AKP)—posing a direct threat to Erdogan’s political survival—catalyzed a sustained effort to assert control over the judiciary.
📌 Perceptions of European Union double standards, particularly regarding issues such as the Cyprus dispute, the stalled modernization of the EU–Turkey Customs Union, and persistent delays in the EU accession process, contributed to Turkey’s gradual disengagement from reform commitments. The government also strategically instrumentalized these grievances to avoid implementing critical reforms tied to transparency, inclusivity, and fair competition in public procurement, especially in infrastructure investment tenders.
📌 The collapse of the Kurdish peace initiative resulted in a resurgence of violence, further destabilizing domestic politics and hardening Erdogan’s security-focused posture.
📌 The fallout with the Gulen movement, once a close ally of the regime, culminated in a sweeping purge of state institutions following the 2016 coup attempt, consolidating Erdogan’s unchecked authority.
📌 Facing a shortage of qualified technocrats, Erdogan increasingly staffed key institutions with ideologically driven loyalists, while shifting economic focus toward sectors amenable to centralized control—such as construction, tourism, and rent-seeking industries.
📌 Ideologically influenced by the National View (Milli Görüş) movement, Erdogan has pursued the replacement of Turkey’s Kemalist-secular state tradition with a sui generis, neo-Ottoman model of governance marked by centralized power, religious symbolism, and historical revisionism.
 

Conclusion

Turkey’s recent development trajectory reveals a recurring pattern: periods of economic and political advancement have tended to coincide with phases of openness and integration with the West, while inward-looking, ‘local and national’ strategies have frequently corresponded with stagnation or regression. Given its geostrategic location, Turkey’s engagement with Western institutions and normative frameworks has not been merely opportunistic, but structurally imperative for sustaining reform and modernization. However, shifting global power dynamics have expanded Turkey’s strategic autonomy, simultaneously weakening the external normative pressures that once served as a moderating force on its domestic governance and policy orientation.

Available evidence strongly suggests that President Erdogan has decisively abandoned democratic norms, transparent governance, and the rule of law. The current international environment—marked by growing multipolarity, the global resurgence of populist movements such as Trumpism, and Europe’s acute focus on security and migration—has provided Erdogan with the strategic latitude to expand executive authority with minimal external resistance. Although recent episodes of public dissent may pose temporary tactical constraints, they are unlikely to alter the broader trajectory of authoritarian consolidation that appears poised to define Turkey’s political future.

Faded USA vs Germany vs Japan national flags icon isolated on broken weathered cracked wall background, abstract US Germany Japan politics relationship divided conflicts concept texture wallpaper.

The Future Course of German and Japanese Capitalism in a Multipolar World under Trump 2.0

In his compelling analysis, Professor Ibrahim Ozturk explores how “Trumpism 2.0” and a multipolar world order are challenging the foundations of German and Japanese capitalism. As the US shifts toward protectionism, economic nationalism, and corporate oligarchy, both countries—once revitalized by American support after WWII—must now reassess their strategic and economic futures. Ozturk examines how trade wars, supply chain disruptions, and declining US cooperation threaten their export-driven models. From demographic decline to digital transformation, Germany and Japan face urgent structural reforms. This timely commentary not only maps the common and unique risks confronting these two economic giants but also outlines actionable strategies to maintain resilience in a fragmented world. 

By Ibrahim Ozturk 

I argued in my commentary that “Trumpism 2.0” marks a fundamental shift in global capitalism, blending nationalist protectionism, corporate oligarchy, and digital feudalism. The United States (U.S.) is transitioning from ‘neutral’ state capitalism to a model where government policies explicitly serve dominant private entities, eroding economic democracy and consolidating monopolistic power. This transformation deepens domestic inequality while driving international economic fragmentation, trade wars, and strategic decoupling. Meanwhile, the Global South is asserting greater autonomy, challenging Western dominance, and reshaping economic alliances. If these trends persist, escalating geopolitical tensions, supply chain disruptions, and financial instability may define the coming decades. Yet, this period of turbulence—reminiscent of the 1930s—also presents an opportunity for systemic change, though it raises the risk of large-scale global conflict.

This process will also challenge German and Japanese capitalism, distinct derivatives of America’s preferences after World War II and shaped by the demands and constraints of the Cold War context and the mentalities and cultural dynamics of German and Japanese societies. 

Considering new challenges, this commentary reveals a potential roadmap for German and Japanese capitalism. First, the article compares the characteristics of American and Japanese capitalism. Next, it examines the role of the US in revitalizing the struggling German and Japanese economies. The third section addresses the common and unique issues these countries face, along with the effects of the Trump Administration and a US-less world. The fourth section summarizes the possible responses from Germany and Japan.

Three Models of Capitalism under Flux

To compare Japanese, German, and American capitalism, one must examine their economic structures, government-business relations, corporate governance, labor markets, and cultural influences. As Robert Gilpin puts it, American, German, and Japanese capitalism embody distinct models shaped by historical, cultural, and institutional contexts. American capitalism, a Liberal Market Economy (LME), is highly market-driven and individualistic, characterized by minimal government intervention, shareholder-focused businesses, a flexible labor market, and a strong entrepreneurial culture, fostering innovation and financial dominance but also leading to corporate volatility, weaker social safety nets, and economic instability. 

On the other hand, German capitalism, a Coordinated Market Economy (CME), follows a stakeholder-oriented model with strong labor unions, long-term investment strategies, and an export-driven manufacturing sector, ensuring stability, high-quality production, and social welfare, though facing challenges in labor market rigidity, trade dependency, and adapting to disruptive technologies. 

Similarly, Japanese capitalism, a form of Developmental State Capitalism, is rooted in state-business coordination, the keiretsu corporate system, lifetime employment traditions, and a focus on incremental innovation, enabling industrial stability and technological leadership but struggling with an aging population, stagnant wages, and slow digital transformation.

Each capitalist model has distinct strengths and weaknesses: US capitalism is highly dynamic, fostering innovation and financial dominance but prone to volatility and inequality; German capitalism offers stability and social equity but lacks flexibility; and Japanese capitalism prioritizes long-term stability and industrial coordination but adapts slowly to change. While each system has trade-offs, nations often adjust their models over time. On the other hand, in the modern era, American influence played a significant role in shaping the German and Japanese models, and it is exerting pressure for change in another direction now.

America’s Revival of Japan and Germany

Germany’s assertive expansionism in Europe and Japan’s in Asia, driven by an obsession with becoming a leading global powerhouse during the first half of the 20th century, led both countries into the catastrophe of World War II. However, despite having inflicted severe defeats on them and initially signing humiliating surrender agreements that deeply restricted their rights to self-governance, independence, and sovereignty, the US, which emerged as the new hegemonic power—replacing Britain—did not choose to “punish” these nations after the war, due to the new global power contestations. Throughout the Cold War, the US considered the spread of communism the greatest threat to its hegemony and democracy, capitalism, and the free market economy. In response, it took steps to rebuild Europe, particularly Germany, and in Asia, Japan. By doing so, the US provided both nations a lifeline after the most devastating destruction in their histories, fundamentally changing their fate in favor of democracy and economic development.

Both countries were rebuilt through American economic aid, market access, and security guarantees, which allowed them to focus on economic growth rather than military spending. In terms of Japan, the US contributed to its economic development and industrialization via its post-war economic reconstruction through Marshall Aids, the war boom that came with the Korean War, and access to the US market with a Most Favored Nation status (MFN).

Starting with Japan, first under US occupation, led by General Douglas MacArthur’s SCAP (Supreme Commander for the Allied Powers), Japan’s economic reconstruction period (1945–1952) involved

🛑 Structural reforms like the demilitarization and restructuring of its economy.

🛑Land reforms that redistributed land from landlords to tenant farmers improved agricultural productivity.

🛑 The dissolution of Zaibatsu, large conglomerates that supported Japanese atrocities in Asia, aimed to dismantle industrial monopolies; however, later, keiretsu networks emerged, but this time, contributed to the development of a civilian and trade-oriented economy through the formerly well-established discipline and perseverance.

🛑 Labor reforms promoted unionization and strengthened worker rights. However, that measure was reversed after Japan’s alliance with the US against the expansion of communism in Asia.

🛑 Implementing the Dodge Plan 1949 aimed at fiscal austerity to manage inflation and stabilize Japan’s currency. As a result, the plan established a fixed exchange rate (1 USD = 360 yen), making Japanese exports competitive.  

Second, the measures’ first significant and advantageous outcome emerged during the Korean War Boom (1950–1953), when the US war effort in Korea turned Japan into a vital supply base, leading to rapid industrial growth. In this context, heavy industries (steel, machinery, textiles) thrived as Japan became a supplier of military goods. Moreover, US military protection under the US-Japan Security Treaty (1951) freed Japan from defense spending, allowing it to focus entirely on economic growth.  

Third, the expansion of the Japanese production economy, characterized by a strong export focus, extended beyond the market established by the Allied forces in Korea. Notably, the MFN status allowed Japan access to the US market and supported its economic integration from the 1950s to the 1970s. In addition to full access to American markets, which enabled companies like Toyota, Sony, and Honda to grow globally, technology transfers and guidance from US firms helped Japan modernize its industries. Substantial US investment in Japanese sectors facilitated technological upgrades, and by the 1980s, Japan had become the world’s second-largest economy, challenging even the US in some areas. With government-industry coordination (MITI—Ministry of International Trade and Industry), Japan’s Economic Miracle (1955–1980s), focused on export-led growth and high-quality manufacturing, emerged prominently. 

In the case of Germany, first, American support for the war-thorned German economy included the Marshall Plan(1948–1952), which envisaged the disbursement of $1.4 billion (part of Europe’s $13 billion US aid package). The fund helped rebuild factories, roads, and energy infrastructure destroyed during the war. Like Japan, currency reform (1948) helped introduce the Deutsche Mark, replacing the unstable Reichsmark and stabilizing inflation.  

Second, West Germany’s membership in NATO (1955) allowed a US military presence and security umbrella, which meant Germany could spend less on defense and more on industry. The Cold War made West Germany a key US ally, ensuring sustained economic and military aid.  

The third significant contribution stemmed from Germany’s access to the U.S. market. The US encouraged trade with Europe (EEC in 1957, which later became the EU), integrating West Germany into global markets. Moreover, US investments in the German industry strengthened the growth of advanced manufacturing (e.g., Siemens, Volkswagen, BASF).  

Consequently, technological advancements and innovations enabled Germany to become an export powerhouse in manufacturing. They fueled GDP growth at 8–10% annually during the 1950s, culminating in the so-called West German Economic Miracle (Wirtschaftswunder, 1950s–1970s). This era, along with Ludwig Erhard’s free-market policies and US support, led to rising wages and improved living standards. By the 1970s, Germany had emerged as the world’s third-largest economy, boasting robust automobile, machinery, and chemical sectors.

Key Similarities & Differences in US Support for Japan and Germany.

 

The US Impact on specific industries in Japan and Germany

Automobile industry: After World War II, the US played a crucial role in rebuilding and shaping the economies of Japan and West Germany, particularly in industries like automobiles, technology, and finance. This support was driven by Cold War strategy—strengthening allies against communism—and economic pragmatism, ensuring both nations became stable markets and production hubs.  

Technology transfers, quality management, and access to the U.S. market were the three most critical contributions to the automotive industry. Among other factors, introducing modern management and production techniques, such as W. Edwards Deming’s quality control principles, formed the backbone of the Japanese Total Quality Management (TQM) revolution, which enabled Japanese automakers to dominate the global market. Additionally, the US opened its market to Japanese cars, allowing brands like Toyota and Honda to thrive with fuel-efficient, high-quality vehicles, particularly after the 1973 Oil Crisis when American consumers looked for alternatives to fuel-hungry domestic cars. However, Japan’s MFN status almost culminated with the Plaza Accord (1985), when the US pressured Japan to revalue the Yen, making exports more expensive and prompting Japan to establish factories in the US, which led to direct investment and job creation.  

Like Japan, the precise contribution of the US to the automobile industry in Germany originated from the partnership between Daimler-Benz and Ford. Also, American capital and expertise played a pivotal role in revitalizing companies such as Volkswagen, which had fallen into disrepair after WWII. Through transatlantic trade and global expansion, the US emerged as a crucial export destination, allowing German luxury brands like BMW and Mercedes to dominate the premium segment.  

Technology and Electronics: Japan’s electronics giants, such as Sony, Panasonic, and Toshiba, benefited from US military R&D spillovers and Cold War-era procurement. However, the US-Japan trade war in the 1980s later limited their dominance in the semiconductor market. Meanwhile, Germany’s industrial powerhouses, including Siemens and Bosch, regained global market access through US investment, with NATO and defense contracts fueling demand for their precision engineering.

Financial and Banking Sectors: The US tolerated Japan’s keiretsu system, where conglomerates like Mitsubishi and Sumitomo were linked to banks, enabling rapid industrialization. However, in the 1980s, it encouraged Japan to deregulate its banking sector, contributing to the asset bubble that burst in the 1990s. Similarly, the U.S. supported Germany’s financial reintegration by promoting Deutsche Bank’s global expansion and stabilizing the Deutsche Mark through the Bretton Woods system, aiding Germany’s integration into the international economy.

In conclusion, US economic support was crucial in transforming Japan and Germany into global industrial powerhouses, with Japan benefiting from technology transfers and market access. At the same time, Germany rebuilt its engineering and manufacturing sectors through US aid. Without US assistance, market access, and security guarantees, neither nation could have industrialized as rapidly post-WWII, highlighting a US-driven framework that still influences their economies today.

However, to understand how Trump and the emerging multipolar world—discussed in the next section—might shape the future of German and Japanese capitalism, it is crucial to recognize that the US approach to these economies reflects both global dynamics and America’s domestic interests. Since the 1980s, especially after the collapse of communism, the US has influenced the economic trajectory of these nations, which it began to see as “systemic rivals,” through trade disputes, financial pressures, and currency interventions. In the evolving, leaderless global order—often referred to as the “New Cold War Era”—changes in US strategy seem inevitable, bringing significant consequences for both Germany and Japan.

Germany and Japan under the Trump Administration and US-less World

Some of the problems and challenges facing the German and Japanese economies will be structural, some conjunctural, and some, it seems, will be Trump-related. Thus, the German and Japanese economies face a mix of common and unique challenges. Both countries struggle with similar demographic issues, such as aging populations and declining birth rates, leading to labor shortages, pressure on social welfare systems, and increasing healthcare costs, all of which impede long-term economic growth. Additionally, both nations face obstacles in modernizing their economies through digital innovation, with Germany contending with outdated infrastructure and excessive bureaucracy. At the same time, Japan wrestles with traditional work cultures and the slow adoption of AI and digital technologies. Furthermore, both economies heavily depend on exports, making them vulnerable to global slowdowns and geopolitical risks—Germany’s reliance on China and Japan’s exposure to US-China tensions exacerbate these vulnerabilities.

However, each country faces its distinct challenges. Germany’s energy crisis—from the shift away from Russian energy and delays in renewable infrastructure—has increased costs, impacting its industrial competitiveness. The transition to electric vehicles (EVs) and high manufacturing expenses have weakened Germany’s position amid fierce competition from China and the US. Meanwhile, bureaucracy hampers innovation, particularly in the public sector and among SMEs. In contrast, Japan is dealing with stagnant wages and deflation, which restrict consumer spending and hinder economic growth. The country also faces high debt levels, with government debt exceeding 250% of GDP, raising concerns about long-term fiscal sustainability. Additionally, Japan’s dependence on energy imports and raw materials and supply chain vulnerabilities, especially semiconductor disruptions, put its key industries at risk.

With Trump ascending to the presidency for a second time, Germany and Japan are confronted with significant economic and strategic challenges. Their concerns about the Trump administration stem from worries regarding the effects of his protectionist trade policies, geopolitical unpredictability, economic nationalism, and the sidelining of the rule of law in favor of contingency management. Additionally, there is a tendency to exert power and force while ignoring international norms and values.

🛑Trade wars and tariffs caused key economic fears for Germany and Japan. To remind you, Trump previously imposed 25% tariffs on European and Japanese steel and aluminum under national security grounds (Section 232). He has also threatened new tariffs on European and Japanese cars, which could severely hurt Germany’s auto industry (VW, BMW, Mercedes) and Japan’s car exports (Toyota, Honda, Nissan). He has also criticized US trade deficits with both countries, which could lead to harsher trade barriers.  

🛑 The second fear concerns the disruption of global supply chains. Trump’s “America First” policy prioritizes reshoring manufacturing to the US, which could pressure Japanese and German companies to shift production away from their home countries. If Trump weakens or removes from the World Trade Organization (WTO), global trade could become more chaotic and unpredictable.  

🛑 Security concerns are the most common fear in Japan and Germany. Trump has threatened to withdraw the US from NATO, forcing Germany to increase military spending significantly. If US security guarantees weaken, Germany may have to allocate more funds for defense rather than industrial investment. Russia could exploit this security gap, leading to economic instability in Europe. Similarly, Trump has repeatedly criticized Japan for not paying enough for US military protection. If the US reduces its military presence, Japan may have to massively boost defense spending, affecting government budgets and economic growth. 

Potential Economic Scenarios for Germany & Japan Under Trump

Germany and Japan’s Possible Responses

The problems of German and Japanese capitalism go beyond Trump’s negative impact and the rise of the new Cold War era under multipolarity. Germany faces significant structural challenges, including energy dependence, industrial competitiveness, demographic decline, bureaucratic inefficiencies, and gaps in digitalization. Addressing these issues requires comprehensive reforms, strategic investments, and policy changesto enhance long-term economic resilience and competitiveness.

🛑 The expansion of renewable energy should be accelerated while diversifying LNG and nuclear sources, and industries should support green hydrogen to strengthen energy security and industrial competitiveness.

🛑 Strengthening manufacturing demands increased R&D in AI and semiconductors, support for SMEs and startups, and investment in EV and battery production.

🛑 Addressing labor shortages necessitates streamlined immigration policies, expanded childcare and reskilling programs, and greater adoption of automation.

🛑 Reducing bureaucracy through digital public services, tax reforms, and faster permit approvals will improve business efficiency.

🛑 Finally, accelerating digital transformation with nationwide 5G, AI-driven innovation, and enhanced tech education will elevate Germany’s competitiveness in the global economy.

On the other hand, Japan also faces deep-rooted economic challenges, including an aging population, stagnant wages, deflation, high public debt, slow digital transformation, and supply chain vulnerabilities. Addressing these issues requires structural reforms, policy shifts, and innovation-driven strategies to ensure long-term economic resilience.

🛑 Japan must implement bold reforms to address its structural challenges and ensure long-term economic resilience.

🛑 To combat labor shortages and demographic decline, it should expand childcare support, streamline immigration policies, and invest in automation and AI.

🛑 Breaking stagnant wages and deflation requires tax incentives for wage growth, stimulating domestic consumption, and maintaining moderate inflation.

🛑 Reducing public debt calls for gradual fiscal consolidation, efficient public spending, and pension reforms.

🛑 Accelerating digital transformation through 5G expansion, AI adoption, and corporate modernization will enhance productivity and innovation.

🛑 Lastly, strengthening supply chains by diversifying energy sources, investing in domestic semiconductor production, and securing trade partnerships will improve economic stability. By tackling these issues, Japan can sustain its global competitiveness and long-term growth.

More recently, Trump has introduced new dimensions to these challenges in both countries. His return has resulted in increased tariffs, trade barriers, and geopolitical instability, putting pressure on the export-driven economies of Germany and Japan. Both nations must diversify trade, invest in strategic industries, and strengthen their regional alliances to reduce economic risks. The following measures and policy recommendations are plausible and foreseeable solutionsregarding conjunctural progress under the Trump administration and multipolarity. 

Strengthen Trade Ties with Other Regions.

🛑 Germany could deepen EU-China trade or increase ties with India and ASEAN.  

🛑 Japan could increase trade with Southeast Asia, Australia, and the EU. 

Accelerate Industrial and Technological Independence

🛑 Reduce reliance on US markets by boosting domestic demand and innovation.  

🛑 Invest in digital industries, AI, and green tech to diversify economies.  

Strategic Military and Security Adjustments

🛑 Germany may increase defense budgets and push for greater EU military cooperation.  

🛑 Japan may develop stronger regional security partnerships (e.g., with Australia, India, and South Korea).  

Conclusion

The resurgence of “Trumpism 2.0” and the evolving multipolar world are reshaping global capitalism, posing significant challenges for German and Japanese economic models. Historically shaped by American influence, both nations now face increasing pressure from protectionist policies, geopolitical uncertainty, and domestic structural issues. While Germany grapples with energy dependence, digital transformation, and industrial competitiveness, Japan contends with demographic decline, deflation, and technological adaptation. 

To navigate these shifts, both countries must pursue strategic diversification to navigate these shifts—strengthening trade alliances beyond the US, investing in innovation and industrial resilience, and adapting security strategies to new geopolitical realities. 

The coming years will test their ability to maintain economic stability and global influence amid rising fragmentation. However, this era of disruption also presents opportunities for transformation, pushing Germany and Japan toward greater economic autonomy and leadership in a rapidly changing world.

Photo: Shutterstock AI.

Trump and The New Capitalism: Old Wine in New Bottle

Trumpism 2.0 marks a fundamental shift in global capitalism, blending nationalist protectionism, corporate oligarchy, and digital feudalism. The US is transitioning from ‘neutral’ state capitalism to a model where government policies explicitly serve dominant private entities, eroding economic democracy and consolidating monopolistic power. This transformation deepens domestic inequality while driving international economic fragmentation, trade wars, and strategic decoupling. Meanwhile, the Global South is asserting greater autonomy, challenging Western dominance, and reshaping economic alliances. If these trends persist, escalating geopolitical tensions, supply chain disruptions, and financial instability may define the coming decades. Yet, this period of turbulence—reminiscent of the 1930s—also presents an opportunity for systemic change, though it raises the risk of large-scale global conflict.

By Ibrahim Ozturk 

Introduction

Despite its apparent economic, political, and social challenges, the US remains a global powerhouse that can profoundly impact the world with even the slightest changes, whether progressive or regressive. Therefore, it is essential to understand and analyze the unpredictability and uncertainties upcoming with Trump’s (dis)order.

To grasp what Trump is trying to achieve, one should step back and take a bird’s-eye view to avoid the chaos and noise generated by him and his team. What do the iconic skyscrapers of Manhattan, such as the Empire State Building and the Chrysler Building, towering above the clouds, tell us?

When one listens to the sounds beneath the clouds, the shining progress emanating from Silicon Valley in northern California—the focal point of American entrepreneurship—whispers of groundbreaking discoveries and a bright future for the US and humanity in general. In Schumpeterian terminology, America’s “creative destruction” is ongoing. The share of the US GDP has reached 27% of global GDP. Although this is just below the 30% recorded in 2000, it is significant compared to the 23% in 2023, marking the United States’ rebound from its trough, driven by the forces of creative destruction. This pace of change in the structure of the US economy also transforms the financial architecture of the powerhouses on Wall Street, including the New York Stock Exchange.

However, the ongoing global competition indicates that this alone is not enough for America to maintain its competitiveness and status as a global empire. China’s rapid advancements in strategic high-tech industries—such as artificial intelligence (AI), quantum computing, semiconductors, 5G, and renewable energy technologies—along with heavy investments in R&D and talent acquisition to close the gap with the US, have reached a critical stage with far-reaching implications.

Moreover, the competition extends beyond the US and China, as Europe, Japan, and South Korea also play vital roles in niche technologies such as EV batteries, advanced robotics, and biotech. The outcome of this race will shape global supply chains, security policies, and economic leadership, ultimately defining the nature of the ongoing global power transition in the coming decades.

Trump Is Emulating Xi Jinping

Photo: Shutterstock.

As Graham Allison has analyzed in historical cases, the key concern now is how the US will respond to this precarious situation. Signals from Trump’s first term and early indications from his newly started second term suggest that the US political economy may be shifting toward a model resembling China under Xi Jinping. In other words, despite its significant economic superiority, America appears to be emulating its rival to defend its interests and contain China’s rise.

This shift toward unilateralism disregards international norms and values, undermines the post-World War II order it once championed, and abandons the institutions and stakeholders that upheld this system. As a result, the US is embarking on a perilous path that extends far beyond China. Increasingly, it is drifting away from the principles of law, rules, and values, instead embracing arbitrariness and raw power—posing a global threat that contradicts its raison d’être.

Meanwhile, the Statue of Liberty, a powerful symbol of American ideals such as freedom, democracy, and opportunity, is slowly disappearing beneath the clouds. As it fades into the distance, so does the American Dream—the long-standing promise of opportunity, prosperity, and success—becoming an increasingly unattainable illusion.These symbols, once synonymous with American greatness, now represent the triumphs of a bygone era.

Accordingly, the country’s status as a world leader in finance, technology, and industry is being redefined, and the old certainties are giving way to a new, uncertain reality.

Having sought to maintain its position by rejecting its past hegemonic sacrifices or leadership and putting a unilateral emphasis on the rhetoric of “America First,” “Making America Great Again” (MAGA) to protect its “greatness” will also reshape the nature of capitalism and globalization. Several questions need to be addressed and examined in this context. This commentary focuses on the new capitalism the United States has adopted to respond to ongoing global power pressures, changing competitive conditions, and potential consequences.

Three Models of Capitalism

Economic systems (such as capitalism, socialism, and mixed economies) are compared based on several key pillars. These include the right for ownership, the role of government, central planning vs competition, the workings of prices and the production mechanism, income distribution, equity, efficiency, and productivity, economic stability and growth, innovation and entrepreneurship, social welfare and public goods, flexibility and adaptability, approach to free trade vs. protectionism or autarky. There are also various hybrid models combining different system elements at different doses. Each economic system has strengths and weaknesses, depending on societal goals such as growth, equity, efficiency, and stability. 

In addition to these differences between economic systems, as J. H. DunningD. Rodrik, and J. E. Stiglitz published terrific works on, the world economy has also been characterized by different stages of globalization or deglobalization. These range from mercantilism, a potent form of protectionism, to the extreme form of neoliberal globalization, which went beyond control with severe negative repercussions, and now to new protectionism and civilizational nationalism, along with rising multipolarity and power shift.

Several questions need to be addressed and examined in this context. This commentary focuses on the “new capitalism” that the United States appears to have adopted to respond to ongoing global power shifts, changing competitive conditions, and potential consequences. Whatever form capitalism takes, the debate will always revolve around the market economy, capitalists, big corporations, property rights, and how the state controls and regulates all of this.

Two eminent thinkers, economic historian Fernand Braudel, who focused on long-term structures, and Karl Polanyi, a political economist, who analyzed economic transformations, and anthropologist, provided fundamental critiques of capitalism concerning the state, power, and institutions. Braudel and Polanyi view capitalism as an evolving historical system rather than a static or natural economic order. Through his longue durée approach, Braudel analyzes how capitalism has developed over centuries within specific historical contexts, while Polanyi’s “Great Transformation” illustrates the shift from embedded economies to market-driven societies.  

Both scholars differentiate between market economies based on local trade and reciprocity and capitalism, which operates on a larger scale and inherently tends toward monopolization. Braudel views capitalism as an upper layer of economic activity that never functions under pure free-market conditions, exploiting markets rather than being synonymous with them. Capitalism always seeks privileged access to resources, political power, and monopolies. Thus, Braudel and Polanyi converge in their critiques, exposing capitalism’s reliance on state power and monopolistic control and its disruptive effects on society. Braudel emphasizes capitalism’s exploitative nature, whereas Polanyi underscores the commodification of key economic factors, particularly labor. 

In short, both view capitalism as a threat to market economies and open societies when left unchecked. Capitalism often operates at the expense of broader societal well-being, benefiting elites while fostering instability and social resistance. Most notably, when the economy becomes “dis-embedded” from society and socially disruptive, the adverse effects of non-market processes, such as externalities and monopolization, become apparent. These circumstances call for state intervention to sustain markets. 

However, these two scholars not only explored the state’s crucial role in developing and shaping markets, as D. North demonstrated as an instituted process, but they also showed how state intervention is a double-edged sword and a hazardous process. Given the different allocations of power dynamics, the state’s role cannot be taken for granted.

As shown historically by M. Olson, in the context of development theory by Theda Skocpol, and more recently by C. Jonson during Japan’s rapid post-war development, effective state intervention depends on several restrictive conditions, such as state autonomy and capacity, free from the influence of interest-seeking coalitions. Most notably, Olson explores how special interest groups and coalitions gradually capture state power, leading to economic stagnation. This is also relevant in relatively stable societies, where entrenched interest groups gain influence, creating rigidities that slow economic growth and hinder necessary reforms.

To explore these developments further, I will delineate three evolving variants of capitalism based on ownership structures and governance mechanisms.

State-Controlled Oligarchic Capitalism (Turkey – Erdogan Model)

👉🏿 The private sector’s independence diminishes as the government integrates strategic industries into political control.

👉🏿 State-backed business elites thrive through public contracts, incentives, and preferential credit.

👉🏿 Bureaucrats and politicians hold executive roles in private firms, aligning private enterprise with state agendas.

👉🏿 This model merges authoritarian populism with capitalist oligarchy.

State Capitalism with Strategic Planning (China – Xi Model)

👉🏿 State ownership dominates, yet specific industries operate with market-driven efficiency.

👉🏿 Despite their semi-independent façade, companies like Huawei and Alibaba align with national economic strategies.

👉🏿 The government employs market forces for efficiency while maintaining overarching economic control.

👉🏿 This hybrid model blends centralized planning with capitalist dynamics.

Techno-Feudal and Oligopolistic Capitalism (US–Trump Model)

👉🏿 Traditional neoliberalism is evolving into a state-elite partnership.

👉🏿 Billionaire elites increasingly influence governance, making the state an agent of corporate interests.

Caricature: Shutterstock.

Tech giants like Tesla, SpaceX, Facebook-Meta, and major media conglomerates serve as political tools for mass influence. For instance, in a clear transactional or win-win approach, President Trump appointed Elon Musk to lead the Department of Government Efficiency (DOGE). However, the court blocked his attempt to intervene in the US Treasury and access private data, a case that fueled Trump’s anti-law aggression. Stephen Schwarzman, the chairman and CEO of Blackstone, Ana Botín, the executive chair of Banco Santander, Patrick Pouyanné, chairman and CEO of Total Energies, and Brian Moynihan, chair of the board and CEO of Bank of America, participated in a public dialogue with President Trump at the World Economic Forum‘s 2025 Annual Meeting, indicating a collaborative relationship. Additionally, US business leaders have significantly increased their financial support for President Trump’s second inaugural fund, with contributions expected to surpass previous records. Major corporations such as BP, Chevron, Shell, Google, Microsoft, and Apple have adopted the term “Gulf of America” in their communications following President Trump’s executive order renaming the Gulf of Mexico. This move signifies corporate alignment with the administration’s directives. 

Whatever hybrid forms of capitalist models evolve, they underline the rise of Strategic Capitalism, diminishing market competition, increasing state-business convergence, and greater government control over economic participants. In other words, “state capture by entrenched interest-seeking coalitions” is becoming increasingly widespread and pervasive. Most notably, when capital infiltrates the state—through so-called “legitimate lobbying,” as seen in the US—and effectively merges with the government, a fundamental question arises: On whose behalf does the state intervene in the market? How can the criterion of rationality be upheld?

Besides such domestic political-economy implications of the evolving forms of capitalism, their various configurations are also catalysts for conflict when they attempt to externalize emerging problems and challenges. The main dimensions of problem externalization might take several forms:

Globalization’s Externalities and National-Level Risks: While globalization promotes economic interdependence, it has also resulted in significant negative externalities, such as income inequality, industrial decline, job displacement, and financial volatility. Traditional economic governance models suggest addressing these risks at the national level through various mechanisms:

👉🏿 Wealth redistribution via progressive taxation (such as wealth taxes) to fund social welfare and infrastructure.

👉🏿 Regulatory adjustments through stronger labor protections, improved financial oversight, and enhanced corporate accountability mechanisms.

👉🏿 Fair wage policies to ensure that productivity gains translate into equitable income distribution for the working class.

However, instead of internalizing these costs within their economies, some nations are now externalizing them—shifting economic grievances onto foreign entities, often framed within a civilizational nationalist discourse. This trend has been particularly evident under the Trump administration.

The Shift from National Economic Regulation to External Blame: Historically, economic nationalism has been used as a policy tool to protect domestic industries. However, the new wave of civilizational nationalism reframes economic struggles as existential conflicts between distinct cultural or civilizational blocs. This shift is evident in several key areas:

👉🏿 Trade protectionism and economic sanctions through tariffs and trade restrictions on perceived economic competitors (e.g., the U.S.-China trade war).

👉🏿 Industrial policy disguised as strategic autonomy, supporting vital domestic industries for national security purposes (e.g., the EU’s strategic autonomy, the U.S. CHIPS Act).

👉🏿 Resource and financial weaponization, using energy supplies, commodities, or economic systems as geopolitical leverage (e.g., U.S. dollar-based sanctions, Russia’s energy policy).

👉🏿 Anti-globalization narratives rooted in identity politics, portraying globalization as an elite conspiracy that threatens national sovereignty, thus justifying exclusionary economic policies.

The motivation behind these strategies is to “externalize” the burden of globalization’s side effects—shifting responsibility away from corporations and national policymakers onto foreign nations or civilizational “rivals”—ultimately deepening global fragmentation.

Civilizational Nationalism Increases the Likelihood of Conflict: Economic nationalism has historically led to trade wars and economic decoupling. However, civilizational nationalism extends beyond economics, intertwining identity, culture, and geopolitics into economic policy, making conflicts more intense and less negotiable.

In this context:

👉🏿 The West perceives China as both an economic competitor and a cultural and ideological challenger.

👉🏿 Russia is pivoting away from global capitalism, crafting its own “civilizational” economic model centered on Eurasianism.

👉🏿 The European Union, recognizing the limitations of globalization, is adopting industrial policies emphasizing strategic autonomy.

👉🏿 South Asia and the Middle East are developing distinct regional capitalist models.

👉🏿 Meanwhile, the US, under Trumpism, appears to oppose the “rest” of the world.

In conclusion, by replacing domestic policy reform agendas, such as corporate taxation and labor protections, with blame-driven economic nationalism, governments avoid addressing the root causes of economic discontent and fuel long-term geopolitical instability. If this ongoing trend persists, the world may experience an era of intensified trade wars, economic decoupling, and heightened geopolitical tensions, reminiscent of the 1930s, increasing the risk of large-scale conflicts.

Trump’s Presidency and the Shift Toward Authoritarian Capitalism

Obviously, Trump’s populist authoritarian and pragmatist rhetoric lacks a coherent theoretical foundation. It can be seen as a contradictory fusion of economic nationalism, protectionism, and populism, driven more by emotional appeal than analytical rigor. Unlike traditional neoliberalism, which has grown in the US and promotes minimal state intervention, Trump’s era witnessed the convergence of state power with elite economic interests. As Antara Haltar observes, Trump’s policies – tariffs, tax cuts, de/regulation, and re/industrialization- to “Make America Great” again (MAGAnomics) reject core tenets of neoclassical economics, notably free trade, and efficiency. As M. Mazzucatoputs it, this aligns with techno-feudalism, in which large technology firms exert immense economic and social control. 

What is idiosyncratic and hypocritical is that Trump rose to power by appealing to those experiencing poverty, feeling left behind, and abandoned. However, he has ultimately shaped his policies to further enrich giant capital owners. He not only serves the interests of capital but has gone a step further by directly placing capitalists in key government positions. Even though his protectionist trade wars were framed to protect American jobs and boost employment and income, there is broad consensus among economists that these policies may primarily benefit select corporations at the expense of consumers and citizens. As J. Stiglitz correctly noted, there is already a high degree of market concentration in the US. 

While it remains unclear how he will deliver on his political promises amid the growing challenges of techno-feudalism, these features suggest that Trump’s evolving capitalism, which carries significant global implications, will emerge as a hybrid model combining the following aspects.

👉🏿 Nationalist Protectionism: A more aggressive form of protectionism where the government prioritizes domestic industries and restricts foreign competition. For instance, Trump’s decision to block the acquisition of United States Steel by the Japanese company Nippon Steel created tensions with Japan. Prime Minister Ishiba responded by saying that “the president blocking a takeover is a significant ‘political interference’ and difficult to understand.” This could lead to a more insular, self-sufficient economy, with tariffs and trade barriers becoming more prevalent.

👉🏿 State capitalism: A blend of state control and private enterprise, where the government is more active in guiding the economy. This could involve increased government ownership of key industries like energy, finance, or infrastructure.

👉🏿 Authoritarian Capitalism: A system where the government exercises significant control over the economy, often through a combination of state-owned enterprises, regulations, and repression of dissent. This could lead to a more rigid, hierarchical economy with limited opportunities for entrepreneurship and innovation.

👉🏿 Neoliberalism 2.0: A revised version of the neoliberal ideology that dominated the 1980s and 1990s. This could involve a renewed emphasis on deregulation, privatization, and free trade but with a more aggressive approach to suppressing labor unions and social welfare programs.

👉🏿 Corporate-Friendly Populism: A system where the government prioritizes the interests of large corporations and wealthy elites while using populist rhetoric to appeal to working-class voters. This could lead to a more unequal economy, with greater concentrations of wealth and power.

👉🏿 Hybrid Capitalism: A system that combines elements of different economic models, such as state-led development, private enterprise, and social welfare programs. This could involve a more nuanced approach to monetary policy, focusing on balancing competing interests and promoting sustainable growth.

The actual outcome would depend on a complex interplay of factors, including policy decisions, economic conditions, and societal responses. The impact-response paradigm will also reflect the nature of (i) the state-corporate symbiosis, in which even if Trump does not formally integrate capitalist figures like Elon Musk or Mark Zuckerberg into the government, he might pursue policies favoring elite interests, such as corporate tax cuts. (ii) Media and technology manipulation. Trump weaponizes social media platforms like Twitter (now X) while simultaneously attacking tech giants that challenge his influence. (iii) Regulatory favoritism. Despite public criticism of Silicon Valley, Trump’s administration provided regulatory and tax advantages to major corporations. (iv) Preferential treatment for loyal capitalists. Trump’s government allocated state contracts, tax breaks, and industry protections to politically aligned business figures.

To the extent that corporate feudalism is costly to the economy and society’s well-being, the US will likely turn to asymmetric power, military force, and destructive nationalist and civilizational rhetoric to balance, conceal, legitimize, and make it acceptable to the public.

Strategic Implications of Trumpism Globally

As Nancy Quian emphasizes, while initially seen as just a “trade war” with China, it quickly became clear that Trump’s ambitions were far more extensive. He started imposing tariffs on Mexico, Canada, and the EU, which were promptly met with retaliatory actions. Although it’s still uncertain whether Trump’s actions will dissuade his “strategic competitors,” they have already raised alarm among many European nations—long-standing strategic allies of the US since World War II and throughout the Cold War—along with NATO members and most OECD countries.  

Had he pursued his policies under the banner of democracy, human rights, the rule of law, multiparty free elections, separation of powers, checks and balances, and transparent governance, most of the OECD nations—controlling nearly 50% of the global GDP—might have been more open to closer cooperation with the US. However, Trump’s broad and aggressive stance and his confrontational rhetoric extending beyond trade wars are likely to leave the US deprived mainly of the allies it seeks.  

One reason for this maximalist stance may be Trump’s realization that gaining an economic advantage over China solely through trade wars is impossible. As a result, he has sought to incorporate military, political, technological, and other strategic means to secure a stronger position for the US. However, in doing so, he may have overestimated America’s strength—much like an empire already losing its hegemonic power. Instead of consolidating US influence, this overreach could accelerate America’s decline on the global stage.  

Additionally, should global resistance and retaliatory measures against Trump’s America gain momentum, two key consequences could emerge? First, competitors like China may grow even more potent. Trump’s disregard for international norms and values, his habit of barking orders at partners, and his use of political pressure like a small-town thug could alienate his allies and drive them closer to rising powers like China. Second, increasing costs for US consumers and damage to America’s strategic interests could weaken domestic support for Trump, potentially leading to a loss of the congressional majority in the 2026 midterm elections.

Conclusion

In our age of multipolarity, global capitalism is no longer a cohesive system under US hegemony. There are now competing forms of capitalism with different norms and values. There are three notable issues to underline here in terms of understanding the nature of rising capitalism under Trump 2.0. 

First, despite its contradictions, Trumpism exposes fundamental flaws in post-WWII economic orthodoxy—particularly its failures to address inequality, identity, and the unintended consequences of globalization. Therefore, the strength of Trump’s approach lies in its emotional resonance with voters who feel marginalized by globalization. Trumpism thrives not on traditional economic logic but on perceptions of cultural and economic displacement. 

Second, the fact that politicians come to power using right-wing populist rhetoric and then cede substantial control to capital rather than monitoring, directing, and engaging it in government for the benefit of the people underscores the volatile, elusive, and inherently dangerous nature of populist discourse. Trump’s apparent shift toward oligarchic capitalism (techno-feudalism) through his explicit favoritism toward specific billionaires signals a transition from “neutral” state capitalism to a system where the government actively serves dominant private entities. This shift undermines market competition, reduces economic democracy, and fosters monopolistic tendencies.

Third, rather than adhering to the principle of reforming the existing US system and global multilateral organizations, as Yuen Yuen Ang argues, Trump intends to export or externalize significant problems of the US economy, such as the ever-rising income inequality, chronic and systemic corruption caused by the rise of robber barons, and financial risks, to the “rest” of the world via “beggar thy neighbor policies.”

In this emerging conflict, the digital economy, technology wars, and financial sanctions have become key instruments. However, under Trump’s approach, the current global fragmentation and the new Cold War environment have evolved beyond a simple polarization between the West and the China-Russia axis. The struggle is no longer just between the center (West) and the periphery (Global South) but also within the Global South and the West.

That fragmentation might also lead to: (i) The breakdown of global supply chains as the West tries to reduce its dependence on China, shifting toward a “friendshoring” trade model. As a reaction, expanding BRICS nations are advancing de-dollarization and constructing alternatives to the Western financial system. (ii) A possible economic bloc formation against Western dominance reminiscent of the 1930s increases the risk of economic stagnation and geopolitical conflict. The US and the EU are implementing “Green Protectionism” via carbon tariffs. If these trends persist, the global economy may enter an era of trade wars, financial decoupling, and economic fragmentation. 

Finally, economists must grapple with the systemic issues that enabled its rise rather than dismissing it as an aberration. Until mainstream economics confronts these shortcomings, the populist movement it fuels is unlikely to fade.

3D illustration: Lightspring.

The Economic Meaning and Consequences of Trump’s Trade Tariff Wars

Populist US President Donald Trump’s self-proclaimed favorite word, “tariff,” has far-reaching implications beyond simple taxation. In this insightful analysis, Professor Eser Karakaş dissects the economic distortions and welfare costs associated with protectionist trade policies. He examines how tariffs disrupt relative price structures, reducing efficiency and shifting wealth from consumers to producers, ultimately leading to net societal losses. Drawing on economic theory and Mancur Olson’s “Logic of Collective Action,” Karakaş explains why seemingly irrational tariff policies persist in political decision-making. He further explores Trump’s tariff war with China, its impact on global trade, and how it could weaken the US economy in the long run.

By Eser Karakas*

After being elected US president, Donald Trump declared that his favorite word in English was “tariff.” Tariffs refer to taxes and duties imposed on all goods and services subject to international trade. It is evident that the prices of tariffed goods and services will rise in the markets where they are offered to consumers. However, from an economic perspective, the most crucial issue is the change in the relative price structure between these goods and services and their substitutes, or more technically, the distortion of the relative price structure. This distortion in relative prices has significant implications for both efficiency and distribution. It can disrupt the natural functioning of markets, leading to inefficiencies in resource allocation and creating different economic consequences for specific industries and consumer groups.

At a certain stage in their careers, professional economists often share a well-known joke among themselves. Students who begin their economics education take a two-semester Introduction to Economics course in their first year of university. This course is built around a fundamental textbook, and the higher the quality of this book, the stronger the foundation for the student’s career in economics.

During our youth, Paul Samuelson’s textbook was widely used. Today, Gregory Mankiw’s book is the primary choice in many universities. Daron Acemoglu has also authored a highly contemporary and comprehensive introduction to economics textbook. However, for the author of these lines, the personal preference remains Mankiw.

As students progress, the level of economics courses becomes more advanced, leading to graduate and doctoral studies. A thesis is written on a specific field of economics, an academic career begins, and over time, one moves toward becoming a professor. As the years pass, one realizes that if the Introduction to Economics textbook studied in the first year of university was well-taught and well-learned, it provides significant insights into understanding global economic issues. In fact, I would go even further—half-joking, half-serious—and say that this book alone is often sufficient.

Let’s approach the meaning of the word “tariff” (customs tariff), which Trump has claimed to be his favorite, through a first-year Introduction to Economics textbook. However, towards the end of the article, I will reflect on the concept of tariffs through Mancur Olson’s The Logic of Collective Action and take the discussion to a more advanced level within the framework of endogenous growth theory.

Now, let’s consider Trump’s tariff policies. For instance, imagine he imposes a 30% tariff on automobiles produced in the EU, affecting brands like BMW, Mercedes, Audi, and Citroën. In the US market, importers of EU cars will pass on this additional tariff to consumers as much as they can, making EU-manufactured vehicles approximately 30% more expensive. As a result, the relative price structure between US-made and EU-made automobiles will be distorted. 

This distortion will have economic costs in terms of both efficiency and distribution. Because the most important factor in economics is the maximization of consumer surplus. However, the imposition of tariffs will reduce the surplus of US automobile consumers while increasing the producer surplus of domestic car manufacturers. This transfer of surplus (from consumers to producers) will grow even larger as tariff rates increase. Let’s not forget, surplus means welfare; therefore, as consumer welfare decreases, producer welfare increases.

As I mentioned above, the economic consequences of tariffs are not merely distributive. In other words, the issue is not just the transfer of consumer surplus or welfare from consumers to producers. Tariffs introduce significant efficiency costs to the extent that they distort relative prices. The practical implication of these efficiency costs is that the decline in consumer surplus (welfare) exceeds the increase in producer surplus (welfare). This is inevitable and results in an absolute welfare loss for society as a whole—including consumers, producers, and the state.

Just like balancing a shopkeeper’s ledger, when evaluating the effects of tariffs, one side should account for the increase in producer surplus and the tax revenue generated by tariffs (government revenue)—these represent the gains for certain segments of society. On the other side of the ledger, one must include the reduction in consumer surplus or overall consumer welfare. Theoretically, the losses will outweigh the gains. In other words, tariffs have a net negative impact on overall societal welfare. This decline represents the efficiency cost arising from the distortion of relative prices due to tariff policies. 

Therefore, as early as the 18th century, Adam Smith’s phrase “laissez-faire, laissez-passer” emphasized the need to allow the free movement of goods and services in international trade. It was argued that tariff barriers inevitably have negative effects on welfare, and thus, such restrictions should be avoided.

Trump’s statement, “I will close the US budget deficit by significantly increasing tariffs,” is narrowly correct, as it would lead to higher public revenues. However, on a broader scale, it is incorrect because, despite the increase in government revenue, overall societal welfare would decline due to these tariffs. At this point, we can ask a fundamental question: Although the welfare effects of tariffs—largely negative—have been well understood in economic theory for many years, why are they still implemented, at least to some extent, in every country and economic union, even if not as aggressively as Trump suggests?

Today, even the European Commission, which adopts a more liberal and Smithian stance on tariffs compared to the United States, imposes a Common Customs Tariff (CCT) on third countries and uses these revenues to finance a significant portion of the EU budget. However, it should be noted that these tariff rates are not at levels that would cause substantial welfare losses. Nevertheless, economic theory operates under the same fundamental principles everywhere and at all times.

Let’s delve a bit deeper into the negative effects of high tariffs with an example. Suppose the US imposes high tariffs on automobiles originating from the EU. As a result, American consumers will purchase fewer automobiles. Due to the distortion of relative prices, they will shift their consumption preferences toward domestically produced vehicles. However, it should not be overlooked that, thanks to these tariffs, US automakers, freed from import competition pressures, will be able to raise their prices and generate profits beyond normal levels. Additionally, as the competitive pressure from EU automobiles diminishes, the quality of US-produced cars may also decline. This situation presents a striking example of the distributive effects of tariffs.

Readers of this article can compare the quality and quantity of the Turkish automotive industry before and after the 1996 Customs Union and recall the welfare, efficiency, and distributional effects of tariffs and their removal (with a low common external tariff). As a result, due to the high tariffs Trump intends to impose on EU-origin automobiles, US consumers will be forced to purchase fewer and lower-quality vehicles at higher prices. Meanwhile, US automakers will be able to sell more expensive and lower-quality cars in greater numbers compared to the pre-tariff period. The winners and losers of this process are evident. The overall society experiences a welfare loss, and demographically, the number of those who lose from this policy far exceeds the number of beneficiaries.

So why, despite this reality, do political movements—such as the US Republican Party, even if not Donald Trump himself—dare to make such politically irrational decisions as they have to go an election? Could seemingly irrational actions, both politically and economically, actually be more rational than they appear? This question has long intrigued economists throughout the history of economic thought. However, one of the most significant contributions to this issue came from the renowned American economist Mancur Olson (1932–1998). Olson was a key figure in the public choiceschool of economics, which applies the fundamental philosophy of methodological individualism to group decision-making processes in a highly effective manner. Economists have coined the term “Olson Paradox” to describe his theory. In this brief article, I do not intend to delve deeper into this concept.

In the case of tariffs imposed on EU-manufactured automobiles, which I have attempted to outline above, the number of individuals experiencing welfare loss far exceeds those benefiting from the policy. However, despite their numerical superiority, these affected groups struggle to organize collective action to protect their interests. In fact, from a theoretical perspective, such collective action is nearly impossible. This is because an individual member of the large group suffering welfare loss seeks to maximize their potential gains from the group’s collective success while contributing as little as possible to the effort. This creates a paradox: the larger the group, the stronger the incentive for each individual to minimize their contribution. As a result, coordination costs rise, further discouraging collective mobilization. Consequently, due to this reluctance to bear even minimal costs, collective action fails to materialize.

In contrast, the small group that benefits from increased welfare faces minimal coordination costs. Their gains are larger and more tangible, making collective organization much easier. When considering the mechanisms of political financing in the United States, it becomes clearer which groups will take the lead in campaign donations and lobbying efforts. The logic of collective action is riddled with paradoxes, yet understanding these dynamics is crucial for making sense of the political and economic processes we experience today.

Now, let’s turn to the broader issue of Trump’s tariff wars and their impact on international economics. Earlier, we used the EU automobile industry as an example. Here, I would like to focus on the Chinese economy and its consumer goods sector as another key example.

The world’s annual value-added production—or global income, if you prefer—is approaching $120 trillion. The US economy, with a population of 350 million (compared to a global population exceeding 8 billion), accounts for more than a quarter of this global production. In the US, per capita income is approaching $100,000, whereas in China, it stands at approximately $15,000 at current exchange rates. This disparity in per capita income is crucial to our analysis. At this stage, in my view, Trump makes a critical mistake by imposing high tariffs on Chinese goods. But why do we see this decision as misguided—not only from the perspective of economic theory but also for the US economy itself? There are several reasons for this.

As long as Chinese consumer goods entered the US market tariff-free, an American worker with $100 in their pocket could walk into a mall and leave with a large basket of consumer goods. From an economic perspective, this means that even if nominal wages (in dollar terms) remained constant, the real wages of American workers would increase significantly due to cheaper goods. This scenario would have also benefited American employers, as the pressure to increase wages would have eased, allowing the US economy to gain efficiency in global competition. It is difficult to understand the logic behind a policy that deliberately increases the cost of wage goods within the US, thereby forcing monetary wages to rise inevitably. Beyond this, the services sector—which produces non-tradable services—would have also gained significant momentum as a result of rising real wages.

There is also the dimension of controlling and shaping the Chinese economy in this equation. As mentioned earlier, China remains a low-income economy in per capita terms, despite its massive population of just under 1.5 billion people. Given this reality, China is highly susceptible to significant employment challenges, making it a country prone to labor market instability in such a scenario.

As long as the US consumer goods market remained open to China with zero tariffs, the vast and wealthy American market’s high demand for consumer goods would have naturally shaped China’s economic priorities. In such a scenario, not only would China have had an interest in a cooperative US administration, but it would also have been compelled to prioritize consumer goods production to meet US demand. It is crucial to remember that, like every economy, China operates under the principle of limited resources. This means that the Chinese government, in its effort to create employment for its massive population, would have had to align its economic structure—at least partially— with the consumer goods demand of the US economy.

You may recall Trump’s fixation on bicycles, frequently questioning, “Why don’t we manufacture bicycles like we used to, instead of importing them from China?” This raises an important question: Within the framework of comparative advantage theory, which applies to the US economy as well, and considering the reality of limited resources, does it make sense for the US to allocate even a small portion of its labor and capital to bicycle production—an industry whose production techniques have remained largely unchanged since the 19th century? Would such a decision be economically rational for a nation with far more competitive and high-value industries?

One doesn’t need to be a Nobel laureate to recognize that eliminating tariffs on Chinese imports would create comparative economic structures that ultimately benefit the US. Instead of focusing on bicycle manufacturing or internal combustion engine cars, the US government should prioritize high-tech industries, driving economic expansion through endogenous growth (Paul Romer, 2018, Nobel Prize). By boosting national income at an increasing rate, the US government could then redistribute this growing wealth using the Hicks-Kaldor compensation principle, effectively mitigating social discontent and ensuring broad-based economic prosperity.

Paul Romer, half-joking yet half-serious, suggests that as long as major mistakes are avoided, the economy could continue growing for five million years. However, Trump appears to be doing the exact opposite—and is likely to continue on this path. These policies will have severely negative effects on both efficiency and income distribution within the US. Moreover, and perhaps equally significant, they will weaken the US in global economic relations, particularly with China, leading to relative economic decline and shifts in the balance of power. For now, I’m far from convinced—but let’s wait and see. Maybe they know something we don’t.


(*) Dr. Eser Karakas is a retired Professor of Economics from the University of Strasbourg, where he taught Law and Economics and the Economics of Public Issues at the Institut d’Etudes Politiques. He is also a member of the Advisory Board at ECPS. His primary research interests include public economics, public choice, public finance, European finances, public policy, law and economics, and good governance.

Hundreds of migrants attempt to cross the US-Mexico border as the Texas National Guard works to prevent irregular crossings in Juárez, Chihuahua, Mexico on March 21, 2024.
Photo: David Peinado Romero.

The “Awkward Alliance” of the Left and the Right

The politics of immigration in the U.S. reveal peculiar alliances on both sides of the aisle. For Democrats, the coalition spans ethnoracial diversity, balancing ideals of equality with the economic and cultural concerns of immigration. This tension often leaves the Left grappling with its own contradictions. For Republicans, an equally uneasy partnership emerges. Grassroots voters, driven by ethnonationalist anxieties, align with capitalist elites who benefit from cheap immigrant labor. This “awkward alliance” pits anti-immigrant rhetoric against the economic realities of business reliance on immigration, fueling policies that prioritize elite agendas while alienating vulnerable voters.

By Sanne van Oosten*

Politicians of Populist Radical Right Parties (PRRP) often cite material scarcity faced by the populations of receiving countries as arguments against immigration. Whether the argument is that ‘they’ are stealing ‘our’ jobspublic services, or housing; materialist concerns are central to their arguments against immigration. The mobilisation of perceived economic injustice has proven to be an effective strategy for attracting voters, with the most recent U.S. elections serving as yet another example.

The U.S. Republican Party now also champions strong anti-immigration narratives, though this has not always been at the top of the party’s political agenda. This shift occurred during the Obama-era. Despite Obama’s first campaign and term being predominantly focused on healthcare reform, beneath the surface of the Republican Party, anti-immigration sentiments swelled, with many voters perceiving Obama as a symbol of immigration. While he didn’t, in reality, let more immigrants in than his Republican predecessors, Bush or Reagan. Although voters are generally positive about Black politicians, Obama’s African roots invigorated the Tea Party, a grassroots movement, leading them to turn to immigration as a response to the latent, smouldering old-fashioned racism his presidency stirred.

Even in the most conservative corners of the U.S., openly admitting to being racist is stigmatised, prompting many to mask such views. Concerns over economic justice often serve as a justification for racism by pointing to the scarcity of ‘our’ jobspublic serviceshousing; or whatever scarce economic resource is the challenge of the moment. By invoking these appeals to economic justice, one can pull off xenophobic claims without the stigma attached to more explicit expressions of xenophobia. These forms of strategic masking not only help avoid stigma in everyday life and political discourse, Republicans also can leverage these strategically against Democrats. After all, weren’t Democrats the ones who were supposed to protect ‘our’ jobs, public services, and housing? Didn’t they claim to care about the people and economic justice? Well, with all the immigrants they’re letting into our country, I guess they don’t!

Besides materialist masking, ‘civilisationist‘ masking serves to destigmatise racist and xenophobic claims while simultaneously dividing Democratic voters. Trump’s call to protect ‘our’ women from Latino immigrant rapists is a prime example of contemporary U.S. femonationalism. His calls to protect American gay people from dangerous Muslims illustrate homonationalism. Amid student protests against the war in Gaza, Trump also invoked the need to protect Jewish safety—what I refer to as Judeonationalism. Essentially, the infamous U.S. election campaign quote, ‘they are eating the pets,’ was also a form of civilisationist masking—what I call animeauxnationalism. These arguments follow the same logic and purpose as materialist justice: they not only serve to avoid stigma in everyday life and political discourse, but they also act as a wedge to internally divide the Democratic electorate.

And the truth is, in Western countries, the Left represents a much more ethnoracially diverse voting coalition, creating an ‘awkward alliance’ as I call it. White Leftists often support the Left out of ‘conviction’ for equal rights for all, including women and gay people, as well as animals and nature, while non-white Leftists tend to stay with the Left out of ‘necessity:’ the opposition denies their identities, yet, they often prioritise other concerns over equal rights and individual freedoms. This uneasy coalition unsettles political elites of the Left, leaving them uncertain about how to navigate this political catch-22.

Indeed, there is an inherent awkwardness in the Democratic claim to champion individual freedoms and equal rights while also supporting (or at least tolerating) immigration of people who do not necessarily hold the same core national values. This awkwardness mirrors the one found in materialist concerns: the Democrats advocate for workers, stronger public services, and affordable housing, yet they also support immigration, which some believe jeopardises jobs, strains public services, and drives up housing prices. Very awkward indeed.

Yet, the alliances on the other side of the aisle might be even more awkward. The Republican Party unites forces from the top-down and the bottom-up. From the bottom-up, Republicans represent an ethnonationally anxious voting base unsettled by ‘demographic panic’ due to immigration, grown from the grass roots Tea Party movement. From the top-down, the Republican alliance consists of large business elites (such as the Koch-network) who benefit from immigration by relying on workers willing to take jobs that many white Americans won’t, such as hard agricultural labour. These forces—both top-down and bottom-up—create another ‘awkward alliance,’ or an ‘uneasy marriage,’ or even ‘strange bedfellows,’ between a voting base riled up by anti-immigration sentiment and capitalist elites who profit from cheap labour and the economic growth that immigration fuels. The racist views that are often masked by arguments of economic justice serve as a ‘godsend’ for capitalist plutocrats, enabling them to mobilise an ethnonationalist electorate. Meanwhile, top-down forces prefer concealing the fact that their voters might not be voting in their own best interest through expressing and fuelling anti-immigrant sentiment by keeping unsettling news about immigration on the national agenda and the back of people’s minds.

These top-down capitalist elites are, however, most interested in boosting business, cutting back on regulations, and shrinking government social spending by, ironically, courting a voting base that is often reliant on Social Security and Medicare. ‘Anti-Obama anger,’ fuelled by racist undertones, proved to be a ‘godsend.’ For instance, by dubbing universal healthcare ‘Obamacare,’ opposition to government spending was built with the help of racism-driven xenophobia, even among those most dependent on the exact same public services, and those who are positive about the policies when not named after the first Black president, but Clinton. Even though immigration helps their businesses grow, these capitalist elites accept Trump’s strong anti-immigration stance as ‘unpleasant ransom’ to advance their libertarian agenda, which benefits capitalism and large corporations to the detriment of the lesser-educated voters riled up by anti-immigration rhetoric. This may be the most ‘awkward alliance’ of all.


(*) Dr. Sanne van Oosten is a postdoctoral researcher at Centre for Migration Policy and Society (COMPAS), University of Oxford.

Photo: Shutterstock.

Gouveia e Melo and the Military Messianic Zeitgeist in Portugal

Vice Admiral Gouveia e Melo’s rise from COVID-19 vaccination leader to potential presidential contender reflects Portugal’s cultural heritage of military messianism. His disciplined leadership, amplified by media narratives, crafted a savior image transcending political divides. This phenomenon taps into Portugal’s historical archetypes, where military figures with messianic undertones captivate public imagination. While appealing to a public seeking stability, his trajectory highlights the tension between democratic governance and charismatic authority. This case underscores the risks of media-driven political personas overshadowing pluralism and institutional accountability in democratic systems.

By João Ferreira Dias 

We are living in the age of populism (v.g. Kaltwasser et al., 2017; Mudde & Kaltwasser, 2017). The dichotomic distinction between the “good people” and the “corrupt elite” is an old concept, perpetually relevant and adaptable to different historical and political contexts. The division rests on a potent narrative that appeals to collective identity and moral superiority, where the people are depicted as inherently virtuous and the elite as inherently corrupt or self-serving. This framing, though simplistic, resonates deeply with human societies, reflecting a timeless unease with concentrated power and authority. Discomfort in the face of “power,” whether embodied in a monarch, a state, or other ruling structures, has been a persistent theme throughout history. This is particularly significant given that the rule of law, liberal democracy, and pluralism—foundations of modern governance—are relatively recent achievements, fragile in their existence and often under siege.

In this light, the enduring impulse to give “voice” to the voiceless, to free the oppressed, or to emancipate marginalized groups has been a driving force of revolutionary thought and action across eras. Figures such as Jesus Christ, Karl Marx, Zumbi dos Palmares, and the architects of the French Revolution embody this ethos in vastly different contexts yet share the common thread of striving against perceived systems of domination or exploitation. These examples illustrate the universality of the struggle against oppression, transcending specific cultural or economic systems.

Indeed, the concept of “oppression” is not the exclusive domain of capitalist or Western paradigms, as some postmodern critiques suggest. Rather, it reflects a fundamental aspect of human societies—an observable dynamic of dominance and resistance that appears across diverse geographies and historical periods. This suggests that the drive for justice and liberation is an intrinsic part of human behavior, rooted in our collective desire for fairness, equity, and autonomy. As such, the discourse of populism, while modern in its form, taps into an ancient and deeply embedded narrative that continues to shape our political and social realities.

But today, the zeitgeist has shifted, and the narrative of “the will of the majority” has been co-opted by radical right populists, who position themselves as the champions of “the people” against “the elites,” thereby deepening societal divisions. As Mudde (2017) articulates, populism is characterized by four “core concepts”: ideology, the people, the elite, and the general will. These elements form the backbone of populist rhetoric, creating a binary opposition that fuels polarization. However, this polarization has expanded beyond the classic dichotomy of “people vs. elites,” evolving into a broader confrontation of “people vs. democracy” (Mounk, 2018). In this redefined landscape, the struggle manifests as a “culture war” against progressivism, driven by what Norris and Inglehart (2019) describe as a “cultural backlash,” where the illiberal tendencies of radical right movements and parties gain momentum.

This cultural conflict not only pits traditionalism against progressive ideals but also allows radical right populists to portray themselves as defenders of the people’s will. They adopt a performative stance, positioning themselves as the true voice of the people while simultaneously framing their ideological adversaries—progressives and the left—as disconnected elites or as perpetrators of societal decay. This reversal of roles further intensifies societal rifts. Those once perceived as the oppressors claim the mantle of representing popular sovereignty, while the “left,” in their focus on identity politics and critiques of systemic inequality—dismissively labeled as “cultural Marxism” (e.g., Dworkin, 1997; Kellner, 2013; Jamin, 2014)—is portrayed as elitist and divisive.

In this context, radical right populists leverage grievances about cultural and economic change, presenting themselves as custodians of traditional values in the face of perceived threats from globalism, multiculturalism, and liberal progressivism. This strategy not only mobilizes support but also weaponizes nostalgia for a past where societal roles and cultural norms were allegedly more stable. The resulting dynamic is a volatile reconfiguration of populist discourse, where claims of defending “the people” serve to legitimize illiberal practices and undermine democratic norms.

The Charismatic-Messianic Leader and Military Uniforms in Portugal

The association between charismatic leaders and military symbolism has long shaped political narratives in Portugal. The notion of the authoritarian populist, as described by Canovan (1981, 1999), centers on a leader who positions themselves as distinct from traditional elites, embodying anti-elitism (Taggart, 2000). Such leaders often portray themselves as the singular representatives of “the people,” channeling frustrations and grievances while presenting themselves as truth-tellers against a corrupt establishment. This narrative intersects with messianism, rooted in religious traditions. The figure of the Messiah—whether as the warrior-king David or the redeemer Jesus—has laid the groundwork for the Messiah-politician, a charismatic leader claiming to lead the “chosen people” toward peace and justice (Negrão, 2001). In Portuguese and Brazilian cultures, this messianic ideal deeply influences political imaginaries, particularly through Sebastianism, a mythological construct that has left a lasting legacy.

Sebastianism emerged after the disappearance of King Sebastian at the Battle of Alcácer-Quibir in 1578, which triggered a dynastic crisis. The myth of the king’s return, mounted on a white horse amidst the fog, intertwined notions of national salvation with religious messianism. As Oliveira Martins (2014) described, Sebastianism was a “posthumous proof of nationality,” while Lourenço (1978) saw it as emblematic of Portugal’s “irrealistic existence.” Later, Fernando Pessoa associated it with the Arthurian legend, while Teixeira de Pascoaes connected it to the Portuguese sentiment of saudade—a complex mix of absence, longing, and hope (Barros Dias, 2017). Under the Estado Novo regime (1933–1974), Salazar appropriated Sebastianism as a political tool. His leadership, steeped in authoritarianism, was often framed through a messianic lens, consolidating his charismatic authority (Plo, 2006).

Charismatic leadership persists in democratic societies, adapting to contemporary needs. Ferreira da Cunha (2015) notes that Portuguese society’s disillusionment with electoral systems fosters susceptibility to leaders blending personal charisma with symbolic unity. Portugal, historically considered resistant to populism and radical right movements (Carreira da Silva & Salgado, 2018; Santana-Pereira & Cancela, 2020; Valle, 2020), nevertheless exhibits subtler forms of populism. Zúquete (2022) highlights “soft populism” in figures such as Sidónio Pais, Humberto Delgado, and Otelo Saraiva de Carvalho. Sidónio Pais, as president in 1918, symbolized military populism, often appearing in uniform and on horseback, claiming to unify the “good people” against partisan elites. Humberto Delgado, running for president in 1958, used his military background to challenge Salazar, portraying himself as a moral alternative to the regime’s corruption. After the 1974 Revolution, Otelo Saraiva de Carvalho became a socialist populist figure, advocating for direct democracy and opposing capitalist and imperialist forces (Zúquete, 2022).

These examples illustrate how charismatic military figures resonate within Portuguese political culture, leveraging historical and cultural archetypes to establish authority. Military symbolism, intertwined with messianic undertones, remains a potent element in the public imagination, particularly during crises, reflecting the enduring interplay of history, myth, and leadership.

The Vice-Admiral Gouveia e Melo

Vice Admiral Gouveia e Melo’s rise to prominence during Portugal’s COVID-19 vaccination campaign was undoubtedly shaped by his disciplined leadership and problem-solving approach. However, his transition from a public health figure to a potential presidential contender highlights the significant role of media in constructing political personas. The media’s portrayal of Gouveia e Melo not only amplified his public image but arguably fabricated his emergence as a viable political figure, providing him with disproportionate coverage and framing him as a savior in a time of crisis.

From the outset, media narratives emphasized his charisma, military efficiency, and straightforward communication style, crafting an image of stability and trustworthiness. Frequent headlines lauded his achievements and speculated on his political future, often portraying him as a unifying, non-partisan figure capable of navigating the complexities of national leadership. This excessive attention contributed to a sense of inevitability around his potential candidacy, aligning with the archetype of the charismatic leader rooted in Portugal’s cultural tradition of messianism and military populism (Zúquete, 2022).

Despite his avoidance of explicit political rhetoric or anti-elitist positioning, the media filled this ideological void, elevating his military credentials and projecting him as a figure above the political divide. This media-driven fabrication can be seen as both a response to public demand for strong, competent leadership during a period of uncertainty and an active shaping of public opinion. By consistently spotlighting Gouveia e Melo, news outlets contributed to the perception of his indispensability in the political sphere, even before he expressed any clear intention to run for office. However, the anticipation of his retirement from military functions in the Navy paved the way to make very clear his intentions to run for the presidency, becoming a hot topic in political debate programs, and making the mainstream parties to avoid presenting an early candidate, especially considering that public surveys are giving him a most likely win.

Conclusion

Vice Admiral Gouveia e Melo’s trajectory from a public health figure to a potential presidential contender epitomizes the interplay between charismatic leadership, media-driven narratives, and Portugal’s cultural heritage of (military) messianism. His disciplined leadership during the COVID-19 vaccination campaign, amplified by media narratives, crafted an image of a savior capable of transcending political divides. This phenomenon is deeply rooted in Portugal’s historical and cultural archetypes, where figures associated with military symbolism and messianic undertones have long captured the public imagination.

Gouveia e Melo’s rise highlights the fragile boundaries between democratic governance and the allure of charismatic authority. While his candidacy may appeal to a public yearning for stability and strong leadership in times of crisis, it also underscores the risks of media-fueled political personas overshadowing democratic pluralism and institutional accountability. This case serves as a contemporary reflection of Portugal’s historical relationship with populism, messianism, and the enduring tension between tradition and progress.


 

References

Canovan, M. (1981). Populism. New York: Houghton Mifflin Harcourt.

Canovan, M. (1999). Trust the people! Populism and the two faces of democracy. Political Studies, 47(1), 2–16.

Carreira da Silva, F., & Salgado, S. (2018). Why no populism in Portugal? In Changing societies: Legacies and challenges. Vol. 2. Citizenship in crisis (pp. 249–268).

Dworkin, D. (1997). Cultural Marxism in postwar Britain: History, the New Left, and the origins of cultural studies. Duke University Press.

Jamin, J. (2014). Cultural Marxism and the radical right. In The post-war Anglo-American far right: A special relationship of hate (pp. 84–103).

Kellner, D. (2013). Cultural Marxism & cultural studies. Critical Quest.

Kaltwasser, C. R., Taggart, P. A., Espejo, P. O., & Ostiguy, P. (Eds.). (2017). The Oxford handbook of populism.Oxford University Press.

Lourenço, E. (1978). O labirinto da saudade. Lisboa: Publicações D. Quixote.

Mounk, Y. (2019). The people vs. democracy: Why our freedom is in danger and how to save it. Harvard University Press.

Mudde, C. (2017). Populism: An ideational approach. In C. R. Kaltwasser, P. A. Taggart, P. O. Espejo, & P. Ostiguy (Eds.), The Oxford handbook of populism (pp. 27–47). Oxford University Press.

Mudde, C., & Kaltwasser, C. R. (2017). Populism: A very short introduction. Oxford University Press.

Negrão, L. N. (2001). Revisitando o messianismo no Brasil e profetizando seu futuro. Revista Brasileira de Ciências Sociais, 16, 119–129.

Norris, P., & Inglehart, R. (2019). Cultural backlash: Trump, Brexit, and authoritarian populism. Cambridge University Press.

Oliveira Martins, J. P. (2014). História de Portugal. Edições Vercial.

Plo, A. R. R. (2006). Elecciones presidenciales en Portugal: cavaquismo, sebastianismo e ilusiones colectivas. Análisis del Real Instituto Elcano (ARI)10(1), 1696–3466.

Santana-Pereira, J., & Cancela, J. (2020). Demand without supply? Populist attitudes and voting behaviour in post-bailout Portugal. South European Society and Politics, 25(2), 205–228.

Taggart, P. (2000). Populism. Buckingham: Open University Press.

Valle, A. L. R. M. N. D. (2020). Populismo nos programas eleitorais dos partidos portugueses para as legislativas de 2019: Uma questão de grau? (Doctoral dissertation).

Zúquete, J. P. (2022). Populismo: Lá fora e cá dentro. Lisboa: Fundação Francisco Manuel dos Santos.

Social Media

How Identity Shapes Perception in a Polarized World: Insights from an Online Survey Experiment with AI-Enhanced Media

Who do people trust in politics, and why? Our online survey experiment reveals that trust and credibility are driven less by emotional victimization narratives and more by partisanship. Political messages resonate most when they align with the audience’s ideological beliefs, overshadowing the impact of emotional appeals. These findings highlight the power of identity in shaping perceptions and the challenges of bridging partisan divides in today’s polarized landscape. Tailored messaging that speaks to shared values remains key to building trust and engagement.

By  Ihsan Yilmaz, Ana-Maria Bliuc & Daniel S. Courtney*  

Introduction: A New Battleground for Ideas

In today’s hyperconnected world, the arena of political debate has shifted from parliaments and rallies to the digital stage of social media. Here, every post has the potential to build trust or spark outrage, amplifying voices and emotions in ways that redefine public discourse (Huszár et al., 2021; Yarchi et al., 2020). Our study examines this dynamic space, exploring how political affiliation and narratives of victimhood shape perceptions of credibility and emotional engagement.

At the heart of this research lies a fundamental question: “How do people decide whom to trust?” Furthermore, we ask, “How do identity and emotion shape these judgments?” To explore these questions, we conducted an experiment that reflects the digital realities of political communication. Using AI-generated posts, participants were exposed to messages from representatives of two ideologically distinct UK political parties: the right-wing populist Reform UK and the progressive Green Party. Some posts portrayed the communicators as victims of political persecution, while others focused solely on party platforms. By combining new technology with real-world political dynamics, the study examines the intersection of emotion, trust, and identity. As social media increasingly becomes the dominant arena for political persuasion (De Zúñiga et al., 2022a, 2022b), understanding how these factors influence public opinion is essential for addressing the challenges of modern democracy.

The Online Survey Experiment

Imagine scrolling through your social media feed, where political messages compete for attention amid a sea of hashtags and soundbites. This study aimed to replicate that environment by exposing participants to custom-designed posts that mirrored the type of content people encounter daily on platforms like X. After engaging with these posts, participants provided their reactions through a survey, enabling us to measure two critical factors: the extent to which they trusted the messages and their emotional responses.

The experiment was designed to explore the relationship between political affiliation and emotional appeals. To achieve this, we introduced a fictional candidate representing either the Green Party or Reform UK. The fictional candidate either portrayed themselves as a victim of political persecution or focused solely on communicating their party’s agenda, avoiding any mention of personal hardship. This deliberate design allowed us to investigate how the intersection of identity politics, emotional narratives, and party alignment shapes perceptions of trust and credibility in the digital age.

By simulating the dynamics of online political discourse, the study offers insights into how emotional and ideological cues influence the way people perceive and engage with political messaging. In a world where social media serves as the primary battleground for political persuasion, understanding these mechanisms is more critical than ever.

Trust and Emotions in A Polarized World

In the polarized world of politics, trust and credibility are often elusive goals. Our preliminary findings offer intriguing insights into what makes political messages resonate—or fail—depending on the audience. Messages framed as coming from a Green Party candidate consistently inspired higher trust and credibility compared to those attributed to a Reform UK candidate, particularly among our predominantly left-leaning sample. This trend held true regardless of whether victimization narratives were employed. In essence, partisanship outweighs narrative.

Interestingly, our findings suggest that victimization narratives—often a powerful emotional tool in political rhetoric—didn’t significantly influence trust or credibility within the same political frame. Instead, political ideology appears to be an effective barrier to rhetorical strategy, lending credence to the idea of partisans being stuck in echo-chambers, preventing them from accepting opposing messages.

But there’s another layer to this story: political alignment. For left-leaning individuals, the Green Party’s message was consistently rated as more trustworthy and credible than Reform UK’s, across all scenarios. On the other hand, right-leaning individuals were less swayed by the policy frame, though they showed a slight preference for Reform when victimization narratives were included. This dynamic highlights how deeply our ideological beliefs shape the way we perceive political communication, with certain rhetorical strategies being effective for some but not others.

These findings carry a potentially important lesson for political strategists and communicators. Tailoring messages to match the values and priorities of a target audience is not just effective—it’s essential. While the Green Party’s approach seemed to appeal broadly, Reform struggled to build credibility, especially among left-leaning individuals. Furthermore, it seems that relying on victimization narratives alone may not be enough to shift perception among those not already susceptible to such rhetoric. Ultimately, it’s more likely that the strength of the policy message and its alignment with the audience’s worldview could make the real difference.

These preliminary findings are interesting because they remind us that politics isn’t just about policies; it’s about people. To win trust and build credibility, politicians need to understand the hearts and minds of those they seek to persuade. And that means crafting messages that resonate not only with their base but with the broader public.

Implications for Politics and Polarization

In an era of deepening political divides, understanding the dynamics of trust and credibility in communication is essential. This study highlights a key insight: the identity of the messenger often outweighs the content of the message. For political actors, this reality carries significant implications, particularly in creating narratives that resonate across ideological lines.

Reassessing Victimhood Narratives

While victimhood is often portrayed as a powerful rhetorical device (Armaly & Enders, 2021; Hronešová & Kreiss, 2024), this research suggests that its impact on trust and credibility may be overstated, particularly when the core message lacks alignment with the audience’s values. Although victimization can evoke empathy, it is not a panacea for overcoming ideological divides. Rather than relying on emotional appeals, politicians must recognise that the framing of their policies—and their alignment with the audience’s worldview and expectations—plays a far more critical role in shaping (positive) perceptions.

The Polarizing Force of Echo Chambers

The findings also bring to attention the risks of echo chambers. People are far more likely to trust narratives that align with their political affiliations, reinforcing a selective feedback loop that limits exposure to diverse perspectives. This dynamic can deepen polarisation, narrowing opportunities for meaningful dialogue (Bliuc et al., 2024). As trust becomes a partisan commodity, the gap between ideological groups grows, making it increasingly difficult to foster a shared sense of reality.

The Emotional Costs of Division

The emotional divide between ideological camps is another sobering takeaway. Messages from one’s political in-group are often met with admiration and pride, while those from the out-group trigger anger and distrust. This emotional schism exacerbates societal divisions, perpetuating cycles of antagonism (Harteveld, 202; Whitt et al., 2020). Over time, these entrenched emotional responses weaken the potential for compromise, dialogue, and understanding.

A Broader Context of Political Messaging

Beyond immediate political debates, the study hints at broader social trends, including the role of nostalgia and perceived cultural threats. Those who feel their heritage or values are under siege may be particularly vulnerable to messaging framed around urgency or loss. In this context, the study shows a troubling tendency in modern politics: the weaponization of emotion (see also Hidalgo-Tenorio & Benítez-Castro, 2021). When political narratives prioritize emotional impact over substantive discussion, the space for genuine policy debate diminishes.

Concluding Remarks: Toward a Healthier Democracy

If we are to support a more informed and less polarized democracy, we must move beyond strategies that merely stoke division. This begins with critical media literacy: citizens must learn to question not only the content of political messages but also the emotional appeals embedded within them. For political leaders, the challenge lies in promoting narratives that resonate without exploiting emotions or deepening divides. Authenticity, truthfulness, and a commitment to civil disagreement should guide political communication.

Overall, political narratives are likely to achieve their greatest impact when they resonate strongly with a partisan audience by aligning with its values, beliefs, and identity. Such tailored appeals foster emotional engagement and reinforce shared purpose among supporters. Without this initial alignment, narratives will likely fail to mobilize the base or sustain its commitment.

At its heart, this research reflects an increasing complexity of the relationship between emotion, trust, and political identity. It reminds us that our perceptions of credibility are shaped as much by how we feel as by what we hear. To navigate the volatile waters of modern politics, we must prioritize intellectual humility and create spaces for open dialogue. Only by bridging ideological divides can we build a society where trust transcends partisan loyalties, paving the way for a more inclusive and informed democracy.


 

Funding: This work was supported by the Australian Research Council [ARC] under Discovery Grant [DP220100829], Religious Populism, Emotions and Political Mobilisation and ARC [DP230100257] Civilisationist Mobilisation, Digital Technologies and Social Cohesion and Gerda Henkel Foundation, AZ 01/TG/21, Emerging Digital Technologies and the Future of Democracy in the Muslim World.


 

(*) Daniel Sebastian Courtney is a PhD candidate in Psychology at the University of Dundee, focusing on the impact of publicly sharing opinions on overconfidence. His research interests include social media behavior, conspiracy ideation, misinformation, polarization, and nationalism. He holds an MSc in Developmental Psychology from the University of Dundee, with a dissertation on nonlinguistic context effects on reading times in social media posts, and an MA in Applied Linguistics from the University of Birmingham, where he explored metaphor and metonymy in English and Japanese. Courtney has published on vaccine hesitancy and collective action, and has extensive teaching experience in psychology and English, including positions at Meiji Gakuin, Sophia, Obirin, and Josai International universities in Japan.


References

Armaly, M., & Enders, A. (2021). ‘Why Me?’ The Role of Perceived Victimhood in American Politics. Political Behavior, 44, 1583 – 1609. https://doi.org/10.1007/s11109-020-09662-x.

Bliuc, A. M., Betts, J. M., Vergani, M., Bouguettaya, A., & Cristea, M. (2024). A theoretical framework for polarization as the gradual fragmentation of a divided society. Communications Psychology2(1), 75. https://doi.org/10.1038/s44271-024-00125-1

De Zúñiga, H., González-González, P., & Goyanes, M. (2022a). Pathways to Political Persuasion: Linking Online, Social Media, and Fake News With Political Attitude Change Through Political Discussion. American Behavioral Scientist.https://doi.org/10.1177/00027642221118272.

De Zúñiga, H., Marné, H., & Carty, E. (2022b). Abating Dissonant Public Spheres: Exploring the Effects of Affective, Ideological and Perceived Societal Political Polarization on Social Media Political Persuasion. Political Communication, 40, 327 – 345. https://doi.org/10.1080/10584609.2022.2139310.

Harteveld, E. (2021). Fragmented foes: Affective polarization in the multiparty context of the Netherlands. Electoral Studies. https://doi.org/10.1016/J.ELECTSTUD.2021.102332.

Hidalgo-Tenorio, E., & Benítez-Castro, M. (2021). Trump’s populist discourse and affective politics, or on how to move ‘the People’ through emotion. Globalisation, Societies and Education, 20, 86 – 109. https://doi.org/10.1080/14767724.2020.1861540.

Hronešová, J., & Kreiss, D. (2024). Strategically Hijacking Victimhood: A Political Communication Strategy in the Discourse of Viktor Orbán and Donald Trump. Perspectives on Politics. https://doi.org/10.1017/s1537592724000239.

Husz’ar, F., Ktena, S., O’Brien, C., Belli, L., Schlaikjer, A., & Hardt, M. (2021). Algorithmic amplification of politics on Twitter. Proceedings of the National Academy of Sciences of the United States of America, 119. https://doi.org/10.1073/pnas.2025334119.

Whitt, S., Yanus, A., Mcdonald, B., Graeber, J., Setzler, M., Ballingrud, G., & Kifer, M. (2020). Tribalism in America: Behavioral Experiments on Affective Polarization in the Trump Era. Journal of Experimental Political Science, 8, 247 – 259. https://doi.org/10.1017/XPS.2020.29.

Yarchi, M., Baden, C., & Kligler-Vilenchik, N. (2020). Political Polarization on the Digital Sphere: A Cross-platform, Over-time Analysis of Interactional, Positional, and Affective Polarization on Social Media. Political Communication, 38, 98 – 139. https://doi.org/10.1080/10584609.2020.1785067.

Turkish President Recep Tayyip Erdogan addresses a rally organized by the Justice and Development Party (AKP) at Istanbul Ataturk Airport ahead of the local elections in Istanbul, Turkey on March 24, 2024. Photo: Tolga Ildun.

The Transmission of Nostalgia, Threat and Unity in Populist Communication: Using AI to Analyze Erdogan and Supporters’ Speech

How does Erdogan’s populist rhetoric resonate with his supporters? Our study dives into his use of nostalgia, threat, and unity to rally his base. We found that while Erdogan and his followers align on “threat” messaging—framing enemies as existential dangers—supporters amplify this far more than his calls for unity. Nostalgia for Turkey’s Ottoman past adds a powerful emotional pull, fueling his vision of a revived Islamic identity. These findings reveal how populist language not only connects leaders to their base but also reshapes grassroots narratives, driving division and loyalty in equal measure.

By Matthew J. Belanger*, Ana-Maria Bliuc, John Betts** & Ihsan Yilmaz 

Populist movements have reshaped politics worldwide, and language lies at their heart. This study explores how rhetoric may drive these movements by focusing on Recep Tayyip Erdogan, Turkey’s President, and examining three key strategies in his communication style. Crucially, it also looks at how these strategies echo in the voices of his supporters.

Populism is often defined as a specific political communication style that emphasizes proximity to the “people,” takes an anti-establishment stance, and stresses the homogeneity of the people by excluding certain segments or subgroups of the public (Jagers & Walgrave, 2007). Populist communication is typically polarizing (Bliuc et al, 2024) and juxtaposes the virtuous “people” against a “corrupt elite,” portraying the people as the sole legitimate source of political power (Bonikowski & Gidron, 2016). It combines key messages (content) with stylistic devices (form), often using social media platforms rather than traditional media (Engesser et al., 2017; Ernst et al., 2019).

Moreover, populism is often used as a strategic tool by political challengers, particularly those distant from the center of power, to mobilize support by positioning themselves as outsiders (Bonikowski & Gidron, 2016). Populist communication styles can be understood through the dimensions of identity construction, rhetorical style, and media relationship, and they can influence power relations and political actors of both right and left (Block & Negrine, 2017).

Erdogan has long been established as a populist leader. His communication during critical national events from 2013 to 2023 (for example, national and local elections, the 2016 coup attempt, or the 2017 constitutional referendum) provides an opportunity to understand what rhetorical constructions are present in his discourse and how they can be transmitted and reflected among the population.

Nostalgia has been well-documented in populist rhetoric and typically idealizes collective memories from a supposed golden age (Kenny, 2017; Karakaya, 2018; Elçi, 2021; Menke & Wulf, 2021). Threat, or division, is a further rhetorical device that describes external or internal dangers to create solidarity among supporters as well as a sense of urgency, with xenophobia and racism typically supporting such developments (Rydgren, 2003).

This paper investigates how such rhetorical devices manifest in the rhetoric of both Erdogan and his supporters. Using a combination of thematic analysis and machine learning, we analyze speeches from Erdogan alongside interview data from his grassroots supporters. This study uniquely addresses both the supply of political narratives (the leader’s messaging) and the demand for these narratives (the grassroots reception and reproduction). This allows for a direct comparison of how Erdogan’s language resonates with and influences his supporters.

Erdogan’s Populism

Erdogan’s leadership has reshaped Turkey’s political landscape through a distinctive form of populism often referred to as “civilizational populism.” As the leader of the ruling Justice and Development Party (AKP), Erdogan has framed political conflicts as existential struggles between civilizational identities, casting himself and his party as defenders of Islamic values against the perceived encroachments of secular and Western influences (Yilmaz & Morieson, 2022).

Erdogan’s populist narrative constructs a stark dichotomy between the “righteous people” and the “corrupt elite.” The latter, often characterized as Westernized secularists, are portrayed as detached from Turkey’s authentic Islamic identity (Yilmaz, 2021). These narrative leverages historical grievances, particularly the exclusion of religious conservatives during the Kemalist era, to rally support (Morieson et al., 2024). By drawing upon Turkey’s Ottoman-Islamic heritage, Erdogan positions himself within a broader narrative of resistance against Western hegemony and secular modernity, aligning his leadership with the defense of an Islamic civilization (Yilmaz & Morieson, 2023; Morieson et al., 2024).

Central to Erdogan’s rhetoric is the portrayal of Turkey as besieged by both external adversaries and internal subversives. He often attributes domestic challenges to foreign conspiracies and malign influences, framing himself and his administration as the bulwark against these existential threats (Yilmaz & Shipoli, 2021; Yilmaz et al., 2021). This narrative fosters a siege mentality, consolidating support through fear and the promise of protection (Tas, 2020; Yilmaz & Morieson, 2023).

Following the failed 2016 coup attempt, Erdogan framed the incident as a plot by foreign and domestic enemies, thereby justifying widespread purges within the state and society (Yilmaz, 2021). He depicted the AKP as the ultimate safeguard of Turkey’s sovereignty and Islamic values, branding critics and opponents as traitors and adversaries of both the state and religion (Tas, 2020). He emphasizes national unity, urging all segments of society to come together under his leadership to strengthen Turkey’s cohesion. He calls for solidarity against perceived enemies, emphasizing the need to transcend ethnic, sectarian, and ideological divides to protect the “true people” of Turkey led by himself. By framing himself as the sole political force capable of safeguarding this unity, Erdogan consolidates his support base while marginalizing dissenters as disruptors of national harmony (Yilmaz & Bashirov, 2018; Yilmaz & Morieson, 2023).

Erdogan frequently evokes a romanticized restorative nostalgic vision of the Ottoman Empire, portraying it as a pinnacle of Islamic grandeur and cultural richness. This deliberate invocation of the past serves to cultivate a collective yearning among supporters for a return to Turkey’s former glory (Karakaya, 2018; Elçi, 2021; Yilmaz, 2021). By aligning his leadership with this illustrious heritage, Erdogan crafts a narrative suggesting his governance continues the Ottoman legacy, aiming to reestablish Turkey’s prominence on the global stage (Yilmaz & Bashirov, 2018; Yilmaz & Morieson, 2022).

The Study – What We Did

Our study forms part of an Australian Research Council Discovery Grant project, led by Ihsan Yilmaz and Ana-Maria Bliuc. As a component of the broader project, Erdogan’s speeches from 10 significant national events between 2013 and 2023 were systematically collected. Additionally, 52 of his supporters in Istanbul were interviewed using semi-structured format. The interviews were transcribed and translated into English. The data gathered from Erdogan’s speeches and interviews forms the foundation of our study.

The language analysis was conducted in two primary stages. An inductive thematic analysis was first performed to manually identify examples of two a priori rhetorical devices: nostalgia and threat. These two themes were then used as inputs into a seeded sequential Latent Dirichlet Allocation (LDA) model (Watanabe & Baturo, 2024) which was then used to identify language (words) associated with themes in Erdogan’s speeches. This process also revealed a third residual rhetorical device present in his discourse: unity.

Using a dictionary of thematic labels (terms related to each rhetorical device) identified using LDA, zero-shot text classification (Alcoforado et al., 2022) was then used to identify the presence of these key rhetorical sentiments in Erdogan’s speeches and his supporters’ discourse. The analysis used the xlm-roberta-large-xnli classification model (Hugging Face, 2024; Conneau, 2018) to categorize sentences into the predefined themes: Unity, Nostalgia, Threat, or None, depending on their thematic alignment. A confidence threshold of 0.85 was set to ensure classification accuracy whereby sentences above this threshold were deemed to contain these themes. The comparative analysis then identified the thematic alignment between the leader’s rhetoric and his supporters’ discourse, highlighting similarities and differences in the prevalence of the three rhetorical themes.

Results & Implications

This research quantitatively evaluates the rhetorical alignment and divergence between a populist leader and his supporters. The findings reveal that Unity (8735 sentences; 8.41%) and Threat (8500 sentences; 8.19%) were the most prevalent rhetorical devices in Erdogan’s speeches, with Nostalgia being comparatively less prominent (506 sentences; 0.49%).

Examining the sentences identified as Nostalgia, Unity, and Threat over time, it appears that the proportions of all three remained relatively consistent over time, apart from 2016 which had the highest proportion of threat discourse (i.e., during the 2016 coup).  See Figure 1 below.

Figure 1. Proportion of Unity, Threat, and Nostalgia discourse within Erdogan’s speeches over time.

Similarly, the interview data from his supporters shows Threat (1563 sentences; 5.51%) as the dominant rhetorical device, followed by Unity (700 sentences; 2.47%) and Nostalgia (52 sentences; 0.18%). These results indicate both alignment and divergence between Erdogan and his supporters, with alignment in the overall prevalence of Threat and Nostalgia, but a notable divergence in the frequency of Unity rhetoric.

The findings suggest that supporters may either amplify threat rhetoric while deprioritizing or underutilizing unity-based messaging. This could reflect a selective resonance with certain aspects of Erdogan’s rhetoric. Threat amplification (i.e., conflict-oriented narratives) may signal the emotional or strategic appeal of threat rhetoric within populist movements, while less emphasis on unity could indicate that it has limited perceived relevance or applicability in grassroots contexts.

This combination of alignment and divergence demonstrates a bit of a dichotomy with respect to rhetorical transmission. On one hand, the alignment demonstrates how populist rhetoric enters supporters’ discourse, and embeds themes of exclusion, moral division, and collective identity into their language. But, on the other hand, the divergence shows that supporters may prioritize certain themes over others based on their own interpretations or circumstances. It could also be the case that unity messaging does not carry the same level of emotional urgency that threat-based rhetoric does. While unity messaging is often framed as positive and affirming, it can lack the intensity that divisive and threatening language provides. Threat rhetoric, on the other hand, inspires more emotional responses such as fear and anger, which are more likely to provoke immediate and powerful reactions. This emotional charge may make threat-oriented messages more compelling and memorable, especially in the context of populist movements where a sense of crisis or danger is central to the narrative.

Through representations of nostalgia, threat, and unity, Erdogan builds a collective identity that contrasts many virtuous “people” with corrupt elites and this method reflects the key themes of populist communication. Our study shows that these themes are not only present in Erdogan’s speeches but are also, somewhat proportionally, internalized and reproduced in the language of his supporters. The language used by political leaders can be viewed as a tool for identity formation, as it can become embedded into the daily speech and thoughts of their followers, as demonstrated within this study. This promotes feelings of solidarity, legitimizes political power, and motivates action.

Overall, our findings show that political leaders can sustain influence over their supporters through carefully crafted rhetorical constructions that resonate with their audience’s values, emotions, and social identities. While far-right populist leaders may claim to promote unity and cohesion, their strategies often involve exploiting social divisions and consolidating national identity in ways that can ultimately reduce social trust and increase tensions between groups (Jay et al., 2019). For example, populism’s rise is closely linked to xenophobia and political violence through mechanisms of power consolidation, symbolic violence, and socio-political grievances. On top of this, nostalgic constructions create a narrative that contrasts a glorified past with a troubled present, which can further cause unrest. Understanding these dynamics is essential for addressing the challenges posed by populist movements and mitigating their impact on society.


 

Funding: This work was supported by the Australian Research Council [ARC] under Discovery Grant [DP220100829], Religious Populism, Emotions and Political Mobilisation and ARC [DP230100257] Civilisationist Mobilisation, Digital Technologies and Social Cohesion and Gerda Henkel Foundation, AZ 01/TG/21, Emerging Digital Technologies and the Future of Democracy in the Muslim World.


 

(*) Dr Matthew J. Belanger is a Lecturer in the Department of Sociology, Social Policy, and Criminology at University of Stirling, United Kingdom. He serves on the research advisory board at the Recovery Outcomes Institute and is on the board of directors at Recovery Scotland. He has a BSc in Kinesiology (2017) from the University of Massachusetts – Amherst, an MSc in Brain Sciences (2019) from the University of Glasgow, and a PhD in Addiction Psychology/Data Science (2024) from the University of Dundee, where he studied biopsychosocial factors influencing addiction recovery. Previously, he worked as a research scientist in the Department of Psychiatry and Psychotherapy at Universitaetsklinikum Carl Gustav Carus in Dresden Germany, undertaking research concerning environmental influences on behaviour. Beyond addiction recovery, Belanger’s interdisciplinary research also heavily involves the application of machine learning in sociological and political contexts.

(**) Dr. John Betts is a Senior Lecturer in the Department of Data Science & AI at the Faculty of Information Technology, Monash University, Australia. He holds a PhD in Operations Research from Monash University, alongside qualifications in statistics, mathematics, and education. His expertise lies in computational modeling, optimization, simulation, and data science, with applications spanning social sciences, medicine, and manufacturing. His research has made significant contributions to areas such as online political behavior, prostate cancer treatment, and Just-in-Time (JIT) manufacturing. Noteworthy collaborations include studies on the influence of online influencers in societal polarization and the effects of local socio-political events on far-right online communities.


 

References

Alcoforado, A., Ferraz, T. P., Gerber, R., Bustos, E., Oliveira, A. S., Veloso, B. M., … & Costa, A. H. R. (2022) ‘ZeroBERTo: Leveraging zero-shot text classification by topic modeling’, International Conference on Computational Processing of the Portuguese Language, pp. 125-136. Cham: Springer International Publishing.

Bliuc, A-M., Betts, J. M. & Yilmaz, I. (2024) ‘Agent-Based Simulation and Linguistic Analysis of Populist vs. Non-Populist Rhetoric: Insights on Polarization and Cohesion’, European Center for Populism Studies. Available at: www.populismstudies.org/ (Accessed: 6 December 2024).

Block, E. & Negrine, R. (2017) ‘The populist communication style: Toward a critical framework’, International Journal of Communication Systems, 11, pp. 178-197.

Bonikowski, B. & Gidron, N. (2016) ‘The populist style in American politics: Presidential campaign discourse, 1952–1996’, Social Forces, 94(4), pp. 1593-1621.

Conneau, A., Khandelwal, K., Goyal, N., Chaudhary, V., Wenzek, G., Guzmán, F., … & Stoyanov, V. (2020) ‘Unsupervised Cross-lingual Representation Learning at Scale’, Proceedings of the 58th Annual Meeting of the Association for Computational Linguistics, pp. 8440–8451. Association for Computational Linguistics.

Elçi, E. (2021) ‘Nostalgia as a Political Tool: The Use of Ottoman Imagery in Turkish Populism’, Middle East Critique, 30(1), pp. 47–62.

Engesser, S., Ernst, N., Esser, F. & Büchel, F. (2017) ‘Populism and social media: How politicians spread a fragmented ideology’, Information, Communication & Society, 20(8), pp. 1109-1126.

Ernst, N., Engesser, S., Büchel, F., Blassnig, S. & Esser, F. (2017) ‘Extreme parties and populism: An analysis of Facebook and Twitter across six countries’, Information, Communication & Society, 20(9), pp. 1347-1364.

Jagers, J. & Walgrave, S. (2007) ‘Populism as political communication style: An empirical study of political parties’ discourse in Belgium’, European Journal of Political Research, 46(3), pp. 319-345.

Jay, S., Batruch, A., Jetten, J., McGarty, C. & Muldoon, O. T. (2019) ‘Economic inequality and the rise of far‐right populism: A social psychological analysis’, Journal of Community & Applied Social Psychology, 29(5), pp. 418-428.

Karakaya, Y. (2018) ‘The Conquest of Hearts: The Central Role of Ottoman Nostalgia within Contemporary Turkish Populism’, Middle Eastern Studies, 54(5), pp. 790–813.

Kenny, M. (2017) ‘Back to the Populist Future? Understanding Retrogressive Politics in the United States and Europe’, American Affairs, 1(2), pp. 58–72.

Menke, M. & Wulf, T. (2021) ‘The dark side of inspirational pasts: An investigation of nostalgia in right-wing populist communication’, Media and Communication, 9(2), pp. 237-249.

Morieson, Nicholas; Yilmaz, Ihsan & Kenes, Bulent. (2024). “From National to Manufactured: The Evolution of the AKP’s Victimhood Narratives.” Populism & Politics (P&P). European Center for Populism Studies (ECPS). September 6, 2024. https://doi.org/10.55271/pp0040        

Rydgren, J. (2003) ‘Meso-level reasons for racism and xenophobia: Some converging and diverging effects of radical right populism in France and Sweden’, European Journal of Social Theory, 6(1), pp. 45-68.

Tas, H. (2020). “The chronopolitics of Erdogan’s populism in Turkey.” International Political Science Review, 41(4), 632–646. https://doi.org/10.1177/0192512119885444

Watanabe, K. & Baturo, A. (2024) ‘Seeded sequential LDA: A semi-supervised algorithm for topic-specific analysis of sentences’, Social Science Computer Review, 42(1), pp. 224-248.

Yilmaz, I. & Morieson, N. (2023). “Civilizational Populism: Definition, Literature, Theory, and Practice.” In: Religions and the Global Rise of Civilizational Populism. (pp. 1-22). Springer. https://doi.org/10.1007/978-981-99-4262-6_2

Yilmaz, I., & Bashirov, G. (2018). “The AKP after 15 years: Emergence of Erdoganism in Turkey.” Third World Quarterly, 39(9), 1812–1830. https://doi.org/10.1080/01436597.2018.1447371

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Yilmaz, I., & Shipoli, E. (2021). Use of past collective traumas, fear and conspiracy theories for securitization of the opposition and authoritarianisation: the Turkish case. Democratization29(2), 320–336. https://doi.org/10.1080/13510347.2021.1953992

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New Zealand Prime Minister Jacinda Ardern speaks at the Memorial Service for the Muslim victims of the Christchurch shootings, held in Christchurch, Canterbury, New Zealand, on March 29, 2019, with a significant police presence. Photo: Sheryl Watson.

Agent-Based Simulation and Linguistic Analysis of Populist vs. Non-Populist Rhetoric: Insights on Polarization and Cohesion

Our agent-based simulations show that non-populist rhetoric, exemplified by former New Zealand Prime Minister Jacinda Ardern, fosters societal cohesion through positivity, inclusivity, and broad audience engagement. By maintaining a “middle ground,” it promotes civil discourse and prevents ideological divisions from deepening into polarization. Inclusive language ensures all groups feel recognized, addressing societal fractures. In contrast, populist rhetoric, typified by Turkish President Recep Tayyip Erdogan, reinforces divides through negativity and exclusion. By antagonizing outgroups and amplifying grievances, it fosters conflict and consolidates ingroup loyalty at the expense of societal harmony. This sharp contrast highlights the stabilizing potential of inclusive rhetoric versus the fragmenting impact of populist communication.

By Ana-Maria Bliuc*, John Betts** & Ihsan Yilmaz

Introduction

Charismatic leaders hold extraordinary influence over their audiences, shaping the emotional and ideological contours of polarization. Their rhetoric can intensify divisions when it is extreme or reduce tensions when it emphasizes inclusivity and moderation (Betts & Bliuc, 2022; Bliuc et al., 2023; Bliuc et al., 2024). Through emotional appeals, they cultivate trust, admiration, and even anger, channeling these emotions into collective action. However, this influence is complex: emotional appeals often create feedback loops that deepen loyalty while perpetuating divisive rhetoric. The “awestruck effect,” where followers suppress their emotions in response to a leader’s overwhelming presence, highlights the intensity of this dynamic. Additionally, charisma can be contagious, fostering intra-group cohesion while amplifying intergroup polarization.

This article explores how populist and non-populist rhetoric influences societal polarization, focusing on the speeches of Turkish President Recep Tayyip Erdogan and former New Zealand Prime Minister Jacinda Ardern between 2017 and 2023. We present preliminary findings from our ongoing research, which uses linguistic analysis and computational modelling to understand how their communication styles shape societal dynamics. Erdogan’s speeches often reflect populist tendencies, using divisive language to define “the people” in opposition to “the elite” and “the others,” reinforcing group divisions. In contrast, Ardern’s rhetoric emphasizes inclusivity and optimism, promoting unity and social cohesion. These contrasting approaches offer valuable insights into the role of leadership communication in fostering either polarization or cohesion.

Our analysis uses tools such as Linguistic Inquiry and Word Count (LIWC) and Natural Language Processing (NLP) to examine the tone, content, and inclusivity of their speeches. Additionally, we apply an agent-based model (ABM) to simulate how these rhetorical styles influence societal divisions over time. The ABM treats individuals as “agents” with distinct responses to messages, allowing us to explore how individual reactions can shape larger societal trends like polarization or unity. This ongoing research aims to shed light on how leaders’ rhetoric impacts societal cohesion or division. This preliminary analysis offers critical insights into how political communication shapes group dynamics, paving the way for further exploration of its long-term effects on societal cohesion or division.

Populists and Polarization

Populism is often a significant driver of societal polarization. Populist leaders, particularly those with charismatic appeal, play a central role in driving polarization. Their rhetoric often mobilizes emotions such as anger and fear, framing societal divides as existential battles (Inglehart & Norris, 2016). Right-wing populists tend to focus on issues like immigration and national sovereignty, while left-wing populists emphasize economic inequality and social justice. Regardless of ideological orientation, their communication strategies frequently amplify societal divisions by fostering in-group loyalty and out-group hostility (Hawkins, 2009).

Populist leaders often employ divisive rhetoric that frames societal conflicts as a struggle between a virtuous “people” and a corrupt “elite,” thereby deepening societal divisions. This “us versus them” narrative simplifies complex issues and fosters an environment of distrust and animosity among different social groups. The emotional and moralistic language used by populists can exacerbate polarization by reinforcing in-group solidarity while marginalizing out-groups. The relationship between populism and polarization is particularly acute in contexts where political institutions are weak or trust in governance is low.

Erdogan’s Populism

Turkish President Recep Tayyip Erdogan addresses a rally organized by the Justice and Development Party (AKP) at Istanbul Ataturk Airport ahead of the local elections in Istanbul, Turkey on March 24, 2024. Photo: Tolga Ildun.

Recep Tayyip Erdogan’s populism has become a defining feature of Turkey’s contemporary political landscape. His leadership, particularly as head of the Justice and Development Party (AKP), illustrates a shift towards “civilizational populism.” This approach frames political conflicts not merely in terms of domestic divides but as existential struggles between competing civilizational identities, with Erdogan positioning himself and the AKP as defenders of Islamic values against secular and Western influences (Yilmaz & Morieson, 2022).

Erdogan’s populist rhetoric constructs a binary between the “pure and virtuous people” and the “corrupt elite,” with the latter often described as Westernized secularists who are portrayed as out of touch with Turkey’s authentic Islamic identity. This narrative draws on historical grievances, including the marginalization of religious conservatives during the Kemalist era, to galvanize his base. By invoking Turkey’s Ottoman-Islamic heritage, Erdogan aligns himself with a broader “Islamic civilization” and situates his leadership within a narrative of resistance to Western domination and secular modernity (Yilmaz & Morieson 2023; Morieson et al., 2024).

One hallmark of Erdogan’s populism is his strategic use of crises to consolidate power and deepen polarization. For example, in the aftermath of the 2016 failed coup attempt, Erdogan framed the event as an existential threat orchestrated by foreign conspirators and domestic traitors, which justified the purging of perceived enemies within the state and society. His narrative positioned the AKP as the sole protector of national sovereignty and religious values, marginalizing dissenters as enemies of the state and Islam (Tas, 2020). Civilizational populism also extends to Erdogan’s foreign policy. His rhetoric frequently portrays Turkey as the leader of the Muslim world, defending Islamic interests against a hostile West (Yilmaz & Bashirov, 2018).

Jacinda Ardern’s Leadership and Inclusive Rhetoric

Jacinda Ardern’s leadership as Prime Minister of New Zealand (2017–2023) offers a compelling example of how inclusive and empathetic rhetoric can foster societal cohesion in a world increasingly divided by polarization. Unlike populist leaders who often amplify divisions through exclusivity and antagonism, Ardern’s communication style is characterized by optimism, inclusivity, and a focus on collective well-being. Her leadership emphasized unity over division and shared values over antagonistic narratives.

One of the defining moments of Ardern’s tenure was her response to the 2019 Christchurch Mosque attacks, in which 51 people lost their lives in an act of white supremacist terrorism. Ardern’s immediate response, marked by empathy and solidarity, included public expressions of grief, wearing a hijab to demonstrate respect for Muslim communities, and categorically denouncing hate. Her government’s “Wellbeing Budget,” introduced in 2019, shifted the focus of governance from traditional economic indicators to measures of societal well-being, such as mental health, child poverty, and environmental sustainability. During the COVID-19 pandemic, Ardern’s empathetic communication style played a pivotal role in maintaining public trust and compliance. Her use of direct communication through social media, coupled with clear and consistent messaging, fostered a sense of unity and shared purpose (Craig, 2021). 

Unlike the divisive strategies often employed by populist leaders such as Erdogan, Ardern’s rhetoric consistently avoided antagonism, focusing instead on fostering dialogue and inclusivity. Her communication style offers an alternative to traditional populism, highlighting the capacity of empathetic and inclusive leadership to bridge divides and promote societal cohesion.

Contrasts in Rhetorical Styles

The analysis of speeches delivered by Erdogan and Ardern highlights striking contrasts in their rhetorical styles. Erdogan’s speeches are characterized by brevity, negativity, and exclusivity, with an average length of 430 words compared to Ardern’s more expansive 2,051 words. His frequent appeals to a specific ingroup and the simultaneous exclusion or demonization of outgroups reflect a populist approach. This rhetoric employs divisive language that frames societal dynamics in binary terms: a virtuous “us” versus a corrupt or threatening “them.” Language tokens show the content of his speeches to be focused on Turkey’s prominence in the world (“nation,” “future,” “great,” “world”). This type of communication reinforces group boundaries, creating a heightened sense of identity among ingroup members while fostering animosity toward outgroups.

By contrast, Ardern’s speeches are characterized by inclusivity, positivity, and a focus on shared national identity. Her use of inclusive language, such as incorporating Māori terms like “koutou” (you all) and “katoa” (all), underscores her commitment to addressing diverse audiences as part of a unified whole. This rhetoric not only bridges ideological and cultural divides but also actively works to foster cohesion. By framing political challenges as collective issues requiring mutual effort, Ardern cultivates a sense of solidarity and reduces the potential for societal polarization.

Emotional Tone

A key finding of our study is the role of emotional tone in driving or mitigating polarization. Erdogan’s speeches often employ fear, anger, and grievance to mobilize his base. He also makes a greater use of words belonging to categories such as “power,” “politics,” “authority” compared to Ardern. These emotional appeals resonate strongly with ingroup members but simultaneously alienate outgroup members, fostering an antagonistic environment. The cyclical nature of such rhetoric—where repeated exposure reinforces emotional divides—intensifies polarization over time.

Ardern’s positive emotional appeals focus on empathy, hope, and collective well-being. This is evident in the greater prevalence of terms from categories like “perception,” “authentic,” “insight” compared to Erdogan. These messages resonate across diverse groups, creating an emotional connection that fosters trust and mutual respect. This ability to evoke positive emotions while addressing collective concerns makes inclusive rhetoric particularly effective in promoting cohesion and mitigating polarization.

Audience Reach

Another critical factor is the scope of a leader’s audience reach. Erdogan’s targeted approach speaks primarily to his ingroup, limiting the broader appeal of his message. This narrow scope ensures that his rhetoric resonates deeply with a specific subset of society but fails to engage or persuade others. His targeted communication exacerbates divisions by leaving outgroups feeling excluded and marginalized.

In contrast, Ardern’s broad reach allows her rhetoric to address diverse segments of society. By framing her messages in inclusive terms, she creates a sense of belonging among a wider audience. This broad appeal reduces the likelihood of polarization by fostering dialogue and understanding across ideological and cultural divides.

Broader Implications of Leadership Communication

The findings illustrate that the tone and reach of a leader’s rhetoric are as critical as its content in shaping societal dynamics. Erdogan’s populist approach leverages exclusionary narratives to consolidate ingroup loyalty but at the cost of societal cohesion. Ardern’s inclusive style demonstrates the potential for leadership to bridge divides and foster unity, even in challenging contexts.

These results have implications for understanding the role of political communication in contemporary society. They highlight the dual-edged nature of rhetoric: while it can mobilize and inspire, it can also divide and alienate. Leaders, therefore, carry a significant responsibility in shaping the emotional and ideological landscape of their societies.

Agent-Based Simulation: A Window into Long-Term Impacts

The Agent-Based Model (ABM) is a powerful analytical tool that simulates the way individuals interact within a society. In this case, we used it to explore how different rhetorical styles may shape public beliefs over time. This method allowed us to test the long-term effects of leaders’ communication styles in a controlled virtual environment, offering insights into their potential societal impact.

The agent-based simulations provide a unique perspective on the long-term effects of rhetorical styles. They show how individual responses to rhetoric can aggregate into broader societal trends. In Erdogan’s case, targeted, negative rhetoric creates a feedback loop of polarization. Even if the frequency of such rhetoric decreases, its polarizing effects persist due to the entrenched divisions it creates.

In contrast, Ardern’s inclusive rhetoric has a stabilizing effect. By fostering dialogue and promoting mutual understanding, her communication style helps build resilience against external shocks that might otherwise exacerbate societal divisions. These findings highlight the potential of positive, inclusive rhetoric to mitigate the destabilizing impact of populist communication.

The results show stark contrasts between these approaches. Ardern’s speeches were longer, more positive, and emphasized inclusivity and shared national identity. Her frequent use of inclusive language, including Māori terms reinforced this approach. Erdogan’s speeches, by contrast, were shorter, more negative, and often appealed to a specific in-group while excluding the out-group. When modelled over time using agent-based simulations, these rhetorical styles produced markedly different effects. Erdogan’s negative, targeted rhetoric deepened societal divisions, driving bipolarization. His exclusionary language reinforced pre-existing divides, ensuring polarization persisted even when communication was less frequent. Ardern’s inclusive and positive rhetoric, however, promoted cohesion by stabilizing the “middle ground,” where disagreements occurred without escalating into entrenched polarization. Her approach acted as a mitigating force, countering the effects of external shocks or crises that might otherwise deepen divisions.

Our study also highlights the importance of context in shaping the effects of rhetoric. Erdogan’s rhetoric resonates strongly in a political environment marked by economic challenges, geopolitical tensions, and cultural divisions. These conditions amplify the appeal of populist narratives that frame societal problems as the fault of external adversaries or internal enemies.

Ardern’s rhetoric, on the other hand, is tailored to a context emphasizing collective well-being, inclusivity, and national identity. Her communication style aligns with New Zealand’s cultural emphasis on egalitarianism and community, enhancing its effectiveness in fostering cohesion. These contextual factors demonstrate that the impact of rhetoric is not solely determined by the leader’s style but also by the broader social and political environment in which it is delivered.

Conclusion

The findings of this study underscore the profound impact of political rhetoric on societal polarization. Non-populist rhetoric, characterized by its positive tone, inclusivity, and broad audience reach, emerges as a critical tool for fostering societal cohesion. By maintaining a “solid middle ground,” such rhetoric enables civil disagreements while preventing ideological divisions from escalating into entrenched polarization. Inclusive language ensures that both ingroups and outgroups feel recognized and valued, addressing the psychological and ideological fractures that often underlie societal tensions.

In contrast, populist rhetoric, with its negative tone and narrow audience focus, deepens divides by reinforcing group boundaries and antagonizing outgroups. The polarizing effect of this rhetoric lies not only in its content but in its delivery—its ability to heighten conflict, amplify grievances, and consolidate ingroup loyalty at the expense of broader societal harmony. By appealing to exclusionary identities and emotional grievances, populist leaders exacerbate societal fragmentation, leading to a more divided and contentious public sphere.

For policymakers and practitioners, these findings highlight the necessity of prioritizing communication strategies that unite rather than divide. The tone and delivery of a leader’s message can determine whether disagreements are addressed constructively or exacerbate social cleavages. This calls for a re-evaluation of political discourse, focusing on strategies that emphasize shared values and mutual respect. While these preliminary findings highlight the power of rhetoric to shape group dynamics, further investigation is needed to fully understand the long-term implications of these communication styles in diverse contexts.


 

Funding: This work was supported by the Australian Research Council [ARC] under Discovery Grant [DP220100829], Religious Populism, Emotions and Political Mobilisation and ARC [DP230100257] Civilisationist Mobilisation, Digital Technologies and Social Cohesion.


 

(*) Dr. Ana-Maria Bliuc is an Associate Professor of Social and Political Psychology in the Psychology Department at the University of Dundee, where she has been a faculty member since 2019. Her research explores how social identities influence behavior across various contexts, including health, environmental issues (such as climate change), and socio-political domains (such as collective action and social change). Recently, her work has focused on online communities, investigating how collective identities and behaviors are shaped through digital interactions.

(**) Dr. John Betts is a Senior Lecturer in the Department of Data Science & AI at the Faculty of Information Technology, Monash University, Australia. He holds a PhD in Operations Research from Monash University, alongside qualifications in statistics, mathematics, and education. His expertise lies in computational modeling, optimization, simulation, and data science, with applications spanning social sciences, medicine, and manufacturing. His research has made significant contributions to areas such as online political behavior, prostate cancer treatment, and Just-in-Time (JIT) manufacturing. Noteworthy collaborations include studies on the influence of online influencers in societal polarization and the effects of local socio-political events on far-right online communities.


 

References  

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Bliuc, A. M.; Betts, J. M.; Vergani, M.; Bouguettaya, A. & Cristea, M. (2024). “A theoretical framework for polarization as the gradual fragmentation of a divided society.” Communications Psychology2(1), 75. https://doi.org/10.1038/s44271-024-00125-1

Bliuc, A.M.; Cristea, M. & Betts, J. (2023). The role of charismatic influencers in polarisation: an agent-based modelling approach. Paper presented at 19th General Meeting of the European Association of Social Psychology (EASP), Krakow, Poland.

Craig, G. (2021). “Kindness and Control: The Political Leadership of Jacinda Ardern in the Aotearoa New Zealand COVID-19 Media Conferences.” Journalism and Media2(2), 288-304. https://doi.org/10.3390/journalmedia2020017

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Inglehart, R., & Norris, P. (2016). “Trump, Brexit, and the rise of populism: Economic have-nots and cultural backlash.” HKS Faculty Research Working Paper Serieshttps://doi.org/10.2139/ssrn.2818659

Morieson, Nicholas; Yilmaz, Ihsan & Kenes, Bulent. (2024). “From National to Manufactured: The Evolution of the AKP’s Victimhood Narratives.” Populism & Politics (P&P). European Center for Populism Studies (ECPS). September 6, 2024. https://doi.org/10.55271/pp0040        

Tas, H. (2020). “The chronopolitics of Erdogan’s populism in Turkey.” International Political Science Review, 41(4), 632–646. https://doi.org/10.1177/0192512119885444

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Yilmaz, I., & Morieson, N. (2022). “Civilizational Populism in Domestic and Foreign Policy: The Case of Turkey.” Religions, 14(5), 631. https://doi.org/10.3390/rel14050631

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Republican presidential nominee, former U.S. President Donald Trump arrives to speak during a campaign rally at Suburban Collection Showplace on October 26, 2024 in Novi, Michigan. Photo: Anna Moneymaker.

Trump 2025: Dystopia and Fascism – The Rise of Authoritarianism in the New Government?

Donald Trump’s first campaign and election were not merely a triumph for populism but a “game-changer,” bringing it to the forefront not just as an ideology but as a method of governance. Trump’s rise reshaped Western democracies, fostering a culture where political norms were no longer stable foundations but tools to be discarded when inconvenient. This commentary seeks to analyze Trump’s prospective second administration and its potential to deepen existing fractures in governance. By examining the cabinet figures, controversies, and projected policies, this analysis will explore their implications for the balance of powers, climate policy, immigration, justice, and international relations.

By João Ferreira Dias

The return of Donald Trump to the White House in 2025 raises profound concerns about the future of democracy in the United States. With a cabinet composed of figures associated with populism, climate denial, extreme nativism, and allegations of serious criminal conduct, the emerging government signals a shift towards authoritarianism.

Authors like Steven Levitsky and Daniel Ziblatt (2019) and Yascha Mounk (2018) have noted the far-reaching impact of Trump on contemporary politics. His first campaign and election were not merely a triumph for populism but a “game-changer,” bringing it to the forefront not just as an ideology but as a method of governance. Trump’s rise reshaped Western democracies, fostering a culture where political norms were no longer stable foundations but tools to be discarded when inconvenient.

This commentary seeks to analyze Trump’s prospective second administration and its potential to deepen existing fractures in governance. By examining the cabinet figures, controversies, and projected policies, this analysis will explore their implications for the balance of powers, climate policy, immigration, justice, and international relations.

Populism, Resentment, and the White Working Class

The literature on populism emphasizes the “us vs. them” dichotomy as central to the ideology and practice of populist movements. This narrative is not merely rhetorical but structural, enabling populist leaders to redefine democratic politics around exclusionary lines. As Mondon and Winter (2020) observe, male anxiety—rooted in fears of economic insecurity and immigration—was pivotal in mobilizing support for both Brexit and Trump’s 2016 election. This anxiety, framed as a defense of cultural and economic stability, has become a powerful driver of populist coalitions.

Yascha Mounk (2018) identifies the declining economic security of the white working class as a critical backdrop to this shift. This demographic, comprising rural laborers and displaced urban workers, has been profoundly affected by globalization and industrial outsourcing, which have hollowed out the economic foundations of entire communities. These “losers of globalization,” marginalized by liberal economic policies, have turned to populist leaders who promise to restore not just jobs but dignity and identity. Begum, Mondon, and Winter (2021) argue that this group has become the symbolic “people” populist radical-right movements claim to represent. This realignment echoes historical fascist strategies, where economic grievances were redirected into nationalist and exclusionary frameworks, undermining class solidarity in favor of cultural antagonism.

Trump’s “Make America Great Again” (MAGA) slogan was the masterstroke that consolidated these sentiments, offering a promise of cultural revival that transcended purely economic appeals. Fukuyama (2018) notes that this shift reflects a reconfiguration of the political spectrum, as economic discontent has increasingly been reframed as a cultural battle. The rise of “culture wars” (Hunter, 1991; Hartman, 2019) has enabled populist leaders like Trump to weaponize moral and cultural grievances, portraying the left as a threat to traditional values and national identity. Concepts such as “woke culture” (McWhorter, 2021) and “cultural Marxism” (Jamin, 2014) are invoked to delegitimize progressive movements, presenting them as enemies of the “common man.”

The “cultural backlash” phenomenon, as described by Norris and Inglehart (2019), plays a crucial role here. By amplifying fears of moral alienation and cultural displacement, Trump crafted a coalition that opposed not only the policies of the left but the foundational principles of liberal democracy itself. This backlash was not an aberration but a calculated strategy to consolidate power, mobilizing resentment to erode the very norms that sustain democratic institutions.

The Collapse of Democratic Norms and the Dismantling of Checks and Balances

Levitsky and Ziblatt’s (2019) framework on democratic backsliding highlights how democracies often erode through gradual institutional decay rather than abrupt authoritarian takeovers. Trump’s presidency exemplified this process, as his persistent attacks on the judiciary, the media, and electoral integrity undermined the legitimacy of these institutions.

Trump’s rhetoric, especially his false claims of election fraud, was not merely an expression of personal grievance but a deliberate strategy to delegitimize the rule of law. These narratives culminated in the January 6th Capitol riot, an unprecedented attack on democratic governance in the modern United States. By encouraging insurrectionist behavior, Trump signaled his willingness to destabilize institutions rather than accept their role as checks on executive power.

Policies such as mass deportations further illustrate this erosion of norms, creating an environment of fear and division that undermines trust in governance. At the same time, Trump’s environmental agenda—typified by proposals to expand oil drilling in Alaska—exemplifies his administration’s disdain for scientific expertise. As Mondon and Winter argue, this confluence of environmental degradation and exclusionary nationalism, or “bio-cultural nativism,” reflects a broader authoritarian project that sidelines expertise in favor of ideological loyalty.

Nativism, Class, and the Fragmentation of Liberal Democracy

Mondon and Winter (2020) highlight the centrality of nativism in Trump’s political strategy. For the white working class, nativist rhetoric offers both cultural validation and a channel for economic grievances, reinforcing the “us vs. them” framework. Trump’s appeal lies in his ability to present himself as the protector of “real Americans” against perceived threats from immigrants, elites, and progressive activists.

Mounk (2018) warns that the separation of democracy from liberalism creates fertile ground for authoritarianism. While democracy centers on majority rule, liberalism safeguards minority rights and institutional checks on power. Under Trump, this decoupling fosters a dangerous “tyranny of the majority,” in which populist policies—such as border walls and mass deportations—erode the pluralism that underpins liberal democracy.

This fragmentation of liberal democracy has broader implications, as populist leaders exploit cultural and economic insecurities to dismantle the institutional norms that sustain democratic governance. The result is a political landscape where nativism and exclusionary policies are not fringe elements but central features of mainstream governance.

Trump’s Cabinet: A Microcosm of Authoritarian Drift

Trump’s prospective 2025 cabinet crystallizes his administration’s authoritarian tendencies. Jason Stanley (2018) identifies the vilification of out-groups and the consolidation of power among loyalists as hallmarks of authoritarian regimes. Trump’s cabinet appointments reflect this dynamic, blending ideological extremism with personal loyalty at the expense of institutional norms and expertise.

J.D. Vance emerges as a key figure in this trajectory. As an intellectual voice for the radical right, Vance bridges populist grievance with the cultural warfare central to Trump’s appeal. His rhetoric, centered on the “decline of traditional values,” positions him as an architect of the culture wars that sustain Trump’s coalition. Vance’s influence extends beyond policy, shaping a narrative that frames the MAGA movement as the defender of American identity against the perceived excesses of progressivism.

Elon Musk, another prominent figure in Trump’s circle, wields outsized influence as both a deregulation advocate and a media magnate. Through his dominance of platforms like X (formerly Twitter), Musk amplifies misinformation, weakening public trust in institutions and expertise. His inclusion in the cabinet signals a shift toward governance driven by individual power rather than institutional accountability, further undermining democratic norms.

Robert F. Kennedy Jr., a vocal climate change skeptic, exemplifies the administration’s disregard for scientific consensus. Kennedy’s presence underscores Trump’s strategy of sidelining expertise in favor of ideological alignment, with significant implications for environmental policy and institutional credibility.

Finally, figures like Matt Gaetz, despite their legal controversies, illustrate Trump’s prioritization of loyalty over ethical standards. This normalization of controversial and compromised figures signals a broader erosion of accountability, mirroring the dynamics of historical authoritarian regimes.

Conclusion: The Authoritarian Future of Liberal Democracy

Trump’s cabinet is not just a collection of individuals; it is a reflection of his administration’s authoritarian vision. By prioritizing ideological conformity, cultural grievance, and personal loyalty, Trump’s appointments deepen the erosion of democratic norms and institutional credibility. The profiles of figures like Vance, Musk, and Kennedy illuminate how populism and nativism are reshaping the American political landscape, with long-term consequences for the principles of liberal democracy.

Resisting this drift requires more than institutional safeguards; it demands a societal recommitment to pluralism, expertise, and the rule of law. Without such efforts, the United States risks cementing a political model where authoritarianism thrives under the guise of democratic legitimacy.


 

References

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