Have been pondering over a theory about Johnson's behaviour. Tl;dr - it could possibly represent a better recongition of the realities of the current Commons and may even offer one of the few routes to winning a Commons majority for (some kind of) deal
The basic Commons prob since June 2017: There is a majority *against* no deal (in theory), and there is a majority for (any) dal over no deal in a binary choice, but there is never a majority for any deal over no deal provided a third option exists: delay
Any Conservative PM seeking Brexit faces the same basic problem: 1. Enough MPs on their own benches will vote against any actually achieable deal (ERG "Spartans" and often DUP too) 2. Therefore any achievable deal must find votes elsewhere...
3. The only feasible source of such votes is Labour MPs who for various reasons either want Brexit in principle, or would vote for a deal to prevent no deal. The only route to a majority for *any* deal in this Commons runs through the Labour backbences
4. 4. But Lab MPs won't vote for Con Brexit (because partisanship) so long as the "St Augustine" option - "Oh Lord, let us Leave, but not yet". No Lab MP wants to enable a "Tory Brexit". Provided they feel some mechanism exists to stop no deal, they won't vote for it
5. Theresa May's experiences from last summer onwards tested this thesis to destruction. No achievable iteration of her deal could get a majority on her benches. No offers or maneuvres could win Lab votes provided delay was a credible alternative
6. So, if you are the new PM, having watched the old one crash on these rocks, the logical thing to do is to try and squeeze the rebellion on yr own side while also forcing Brexit-leaning Lab MPs to see the choice before them as binary: "this deal or no deal"
7. A lot of Johnson's behaviour since the summer would fit with this. First all the "do or die" rhetoric and aggressive symbolic moves to try and win the trust of as many Brexiteer/ERG types as possible
8. Now the move to squeeze the Commons calender as much as possible to try and force a show down with the "stop Brexit" alliance. Aggression & surprise help because, as the evidence of the last yr has already shown, the stop Brexit gang are not good at moving quickly or nimbly
9. Now the impossible triangle (Deal, No, Deal, Delay) gets made into a series of more easily winnable binaries. The first will be a confidence fight in the next couple of weeks. If Johnson wins it, he then gets to bring whatever deal he cobbles together to Commons in mid-Oct
10. At that point, he can turn to Labour's St Augustines and say "time's up". With no feasible option left to delay or prevent Brexit, they will be forced into a binary deal or no deal choice and will take "deal" over "no deal". Pick your poison.
11. Of course, this is just one of the branches of possible history beloved of Dominic Cummins. But the outcomes may not look too bad to the PM and his advisors going down the other branches.
12. If the govt is brought down in the next week or two, Johnson can go to the public with a "people vs Parliament" election. An ugly populist campaign will follow, but its theoretically favourable terrain if it enables a squeeze on the Brexit vote
13. If the govt loses control of the calender, they will have laid down a marker to everyone that they intend to pursue every possible mechanism to frustrate MPs seeking to prevent no deal through delay. That will buy them goodwill from ERG types
14. If they win on confidence and the calender, but Lab St Augustines still balk at backing a Johnson deal, then Britain leaves with no deal and Johnson, Cummins et al will seek to blame Lab MPs in Leave seats for the consequences.
15. So, tl;dr - Johnson may appreciate the maths better than May. The maths requires Lab votes. And that means forcing Lab MPs to see the choice as "deal or no deal". This may be a ruthless effort at winnowing the choices on offer. It might even work /ends/
(PS none of this means there aren't *huge* problems with this behaviour from the perspective of democratic and constitutional norms of behaviour etc, just an effort to think through what advantages, if any, the current aggressive moves might bring)
(PPS This is all just a theory about the domestic side and thus premised on some rather big assumptions about negotiations with the EU yielding something Johnson can sell at home. But that's another discussion, and the thread was already v long!)
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Decided to go through this systematically. Incumbent government performance in wealthy democracies since March 2022, when Ukraine invasion really spiked things upwards: 🧵
South Korea President (March 22) - incumbent term limited, incumbent party lost
Malta (March 22) - incumbent Labour party re-elected, gains seats
Hungary (April 22) - incumbent Orban govt re-elected with larger majority
Serbia (April 22) - incumbent Pres re-elected but loses Parliamentary majority
France (April/June 22) - incumbent Pres re-elected with reduced share, loses majority in Nat Assembly
Slovenia (Apr 22) - incumbent govt defeated
Australia (May 22) - incumbent right wing govt defeated
Sweden (Sept 22) - incumbent left wing govt defeated
Writing about the London Mayor election last week made me realise how much more interesting the West Midlands Mayoral election is...so now I've done a Swingometer post on the West Midlands (link in next tweet)
There has been a lot of talk, and quite a lot of polling, about Sadiq Khan's fate in London. But Andy Street's fate as Conservative mayor of the West Midlands is more uncertain & more interesting, and yet has attracted much less interest (& no polling)
Street represents 3 million people - he is therefore the Con politician with the largest direct mandate in the country. He's won twice in the W Mids, outperforming his party's national polling both times. But now he's running in a toxic national environment. Can he win?
Some brand new data and analysis on immigration. I put the numbers of migrants coming to Britain via various routes directly to the public and ask them whether they want to cut each group or not. Only two cases where a majority want cuts - ‘small boats’ arrivals & dependents of students
If we look only at those who had said earlier in the survey that they believed migration needed to be reduced, a majority favour cuts in four cases out of ten - two above plus asylum seekers and students in general.
There are therefore six large migration flows which even a majority of those who say migration is too high do not want to see cut: health and social care workers
their dependents
Other skilled workers
Their dependents
Family reunion imms
Ukrainian refugees
New on the Swingometer - "Labour and Muslim voters" - a deep dive into the electoral risks Labour might face from a slump in Muslim support open.substack.com/pub/swingomete…
A poll published this week by Survation showed Labour support among Muslims falling by 26 points - from 86% in 2019 to 60% now. This is a big shift, at a time when Labour support in general is rising. Could it cost the party seats at the general election?
I look at this question from three angles. Firstly, could Labour struggle in seats with largest Muslim electorates? No. All thirty seats with the largest Muslim communities were won by Labour in 2019, and Labour would hold all of them even if the Muslim vote dropped 26 points
Firstly, as many are pointing out, foundation courses are not same thing as standard courses. This is not an apples for apples comparison.
Secondly, if anyone imagines cutting overseas student intakes wld free up spaces for UK students, they don't understand uni finances at all
If the response to this is "cut off overseas students" then in most cases you will then have a university with a massive deficit. They will respond by cutting research and teaching across the board. That means less UK students, and even tougher entry requirements.
Its quite simple really: Universities lose money - lots of money - on British students. As in, thousands of pounds per student. They lose money on research, because govt doesn't fully fund overheads. Overseas students are how they balance the books.
One of the dominant tropes in current political discussion is "voters are fed up with the government, but are they convinced by the opposition?" This isn't new - exactly the same discussion happened in 2009-10 ahead of Cameron's win and in 1996-7 ahead of Blair's win
From Kavanagh and Cowley "The British General Election of 2010": "Despite some improvement in voters' perceptions, voters were still unsure about the Conservative Party's central message...'The Conservatives are no longer the nasty party. But people are not sure what they are.'"
From Butler and Kavanagh "The British General Election of 1997: "[T]here were still doubts that the lead was firm or that the party could win the next general election...was this any more than the usual mid-term dissatisfaction with the government? Would errant Tories return to the party, as the election neared? There was evidence that some converts to Labour might change again..."