Jon Worth Profile picture
16 Nov, 13 tweets, 2 min read
My timeline is full of earnest think tankers saying thinks along the lines of "Boris Johnson wants a Deal because he wants a success" and "Business / the economy wants a Deal, so Johnson does"

I am really far from sure this is the case

Here's why
A slightly more structured way to put it is as follows:

Boris Johnson wants success
Boris Johnson is Prime Minister
Prime Ministers are considered successful by doing the right thing for the country's economy
A Deal is better for the economy

= Johnson will aim for Deal
But this does not hold

The changes to the WA, and the NI Protocol, that Johnson agreed last year were *more damaging* to the economy than May's Deal

Hard Brexit that Johnson has long advocated is more damaging to the economy than a Soft Brexit
If the economic consequences of Brexit mattered, the Government would have been one hell of a lot better prepared than it is

Hauliers, farmers, supermarkets, fishermen... you name it they're screaming at what's (not) happening, and complaining everything is under prepared
After months, years even, neglecting this, are they going to turn?

Doubtful
Not least because *even if* they Deal, there is going to be a lot of disruption come January, and that would be in part seen as Number 10's fault
Instead - and sorry this is not very numbers-y, enlightenment-y, thinktank-y or even establishment-y - but for Johnson there is a different measure of success than for other PMs (or at least the balance is different)
He will do what he can best get away with within the Tory Party, and what he thinks he can best communicate

That is his measure of success
So how does that look?

Communication of No Deal is simpler - point the finger at the EU. None of the messy deal, oh, oops, we regret it malarkey that we saw for the WA and complaining about it 8 months later
No Deal is also, probably, easier in the party. ANY Deal Johnson would return with would be lambasted by the ERG and the hardliners, and there is not an equivalent group of softer Tories - because he purged all of them
I don't know if the hardliners would have the 55 MPs that would be needed to trigger a no confidence vote in Johnson as Tory PM, but there are enough of them to make a problem for him - see when the Brexit spartans became lockdown opponents
Also Johnson's likely more pragmatic future rival for the leadership - Sunak - is unlikely to knife him now, as letting Johnson fail on Brexit would help his chances. But the appetite of the hardliners for conflict seems to know no bounds
I hope I am wrong. A Deal is still better than No Deal.

But assuming that Johnson is motivated by the economic wellbeing of the country, and that can predict his likely direction, strikes me as really off the mark.

/ends

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More from @jonworth

18 Nov
The logic of No Deal for Johnson

A thread
When the transition period ends in 6 weeks, the UK can move to a thin trade Deal with the EU, or No Deal

Both options are practically fraught
Even a Deal comes with some disruption - especially at Dover. And businesses have to cope with the headaches of leaving the Single Market and the Customs Union

No Deal is all of that, plus tariffs
Read 12 tweets
16 Nov
This week, just has been the case for the past 2 months or so:

EU to UK - this is broadly what we would need to do a Deal. EU stands together on this. A little room for changes at the margin, but take it or leave it.

UK to EU - ummm, ahh, sovereignty, no ratchet clauses, fish.
And sorry, yes, this is flippant. In reality at the working level, there has been a bit of progress, but the central issues are as they've been for ages.

Is the EU intransigent here? A little. But it knows what it cannot compromise on. And it's much bigger than UK is.
The EU essentially knows it can survive No Deal better than the UK can. That its economy will take a lesser hit, and populations in the Member States will not blame the EU but will point the finger at Johnson.
Read 6 tweets
13 Nov
That Johnson - backed by Symonds, and having appointed Stratton - is trying to shape Number 10 for the medium term makes some sense.

And Cain and Cummings going will soothe relations with Tory MPs.
But there are a slew of problems.

First, a decision on Brexit is still needed. A mess in January will happen in any case. It will be even bleaker for Number 10 in a few months than now.

Second, Corona is still not in check - more Tory MPs will rebel if there are more lockdowns
Third, all this heavily briefed new found focus by Johnson on environmental issues - that’s likely a red rag to a bull for Tory backbenchers

Fourth, Cummings gave Johnson protection and some structure. Who will give him that now?
Read 4 tweets
12 Nov
Look, please don't interpret the Cain stuff to some grand plan or foresight or Biden or whatever big trend

Number 10 has two major problems:
- a PM who can't take decisions or structure things
- macho egos
It seems to have all gone like this:
- Number 10 press and comms are a mess
- Johnson likes US system where a spokeperson briefs the press, on the record
- Johnson wants to appoint someone
- Cain wants a lackey, someone suggests Allegra Stratton, and she's a pro. Oddly she wins
- Cain wants Stratton to be answerable to him, she refuses
- Johnson doesn't know what to do, tries to shift Cain upwards to a chief of staff position, unaware how much Cain is hated - even by his own fiancé
- backlash is so strong Johnson can't appoint Cain, so he goes instead
Read 4 tweets
11 Nov
OK, time for a deep breath

There is a new #BrexitDiagram Series 5, V6.0.0 - the first for a month! Which itself is interesting, and shows how little things have moved...

But with the Lords vote on the IM Bill clauses behind us, here is where we stand I think
Headline numbers
(compared with V5.0.0, 30.09.2020)

No Deal at end of the year - 43% (⬇️ 13%)
Deal by end of year - 44% (⬆️ 11%)
Lack of clarity / something else - 13% (⬆️ 2%)
This needs some unpacking

Above all the *order* of what happens next is now crucial - the House of Lords will only conclude on the Internal Market Bill right at the end of November, or early December - so the Frost-Barnier negotiations are now the only show that matters
Read 9 tweets
11 Nov
Let's conduct a little thought experiment for a moment

If mainstream Westminster opinion *is* right, and Johnson agrees some kind of Brexit Deal between now and the end of next week...

And this Deal has commitments on level playing field and governance that Tories don't like...
Then what?

Because the House of Commons does not have a formal vote on the Deal (see this from @matt_bevington ukandeu.ac.uk/explainers/rat… ), what lever have Tory hardliners got?
Do they grumble and fill our airwaves with effluent?

Or do they rebel more forcefully?

The only route I see is they could write letters of no confidence in Johnson to the 1922 Committee... but 55 letters are needed to trigger a contest. That's surely not going to be reached?
Read 5 tweets

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