Right-wing analysis of Tory defeat deeply flawed

I attended a Spectator magazine event last week evaluating the fall-out of the general election result. There was an attempt to gain comfort from Labour’s low share of the vote and also a good deal of guff about the future of the Tory Party, not least from one Jacob Rees-Mogg.

Complacent analysis from the hard Right of Tory Party on the path back to power…

His analysis was that all would be right if the Tories moved to the Right, embracing much of Reform’s agenda. Unable to contain myself any longer, in subsequent questions, I pointed out a few basic facts for explaining the election result. It wasn’t about Labour’s low share of the vote but about a desire from voters that it had to be anybody but the Tories. Only a third of Reform’s vote apparently came from 2019 Tory supporters, the rest drawn from elsewhere and those who hadn’t voted before. Add to that, the incompetence and a sense of entitlement from a merry-go-round of Tory leaders, and the defeat had very little to do with not being right-wing enough. I finished by noting how he should be ashamed of himself for his complacency to quite a few cheers (as well as some boos!) from a largely Tory audience. Perhaps there is hope yet.

Rees-Mogg’s response that the Tories had performed strongly by being firmly on the Right in 1970, 1979, 1983, 1987 and 2019 does not bear up to scrutiny as a subsequent questioner pointed out. You have to take into consideration the strength of your Opposition in those years which was deeply split in 1983, a busted flush in 1970, 1979 and extreme left in 2019. Economically, ex-Brexit, the Tory Party’s manifesto was hardly right-wing in 2019 either. To be fair Rees-Mogg did go on to say that Labour is likely to be in power for at least 10 years; that expectations of Starmer are so modest, he could easily surprise on the upside and that he could see Labour winning next time round with a smaller majority but a higher share of the vote. Hey ho.

Then onto to a Conservative European Forum meeting where the estimable Alex Chalk, defeated MP for Cheltenham and former Lord Chancellor and Secretary of State for Justice, spoke. He talked eloquently about the need of the Conservative Party to demonstrate integrity and putting country before party again. He discussed the worldwide reputation of our legal system, the soft power it provides and the folly of leaving the ECHR, pointing out that it would solve almost none of our immigration challenges. He spoke about improving the quality of future parliamentary candidates and only allowing MPs to choose the Tory leader understanding they had far more insight into the strengths and weaknesses of candidates than a shrinking pool of members who are increasingly unrepresentative of ordinary Tory voters.

So which route back to power for the Tories makes sense? An unthinking lurch to the Right or sorting out more fundamental problems in how today’s Tory Party is run and how it comprehensively restores its reputation for good governance.

The latter, harder route is clearly the one to take but do the majority of today’s Tories really have the appetite for it?

Tories on course to make the wrong leadership choice

They never learn. They never learn. The Party membership is to the right of ordinary Conservative voters and their final, decisive role in choosing the next leader (they vote between the last two leading candidates after MPs have chosen the shortlist) is likely to take the Tories into a cul-de-sac of their own making.

Who are the runners and riders in what (quite rightly) will probably be a lengthy leadership campaign but with no certainty of redemption at the end of it?

A poll of members today confirmed the current favourite is Kemi Badenoch. Why? She has no legislative achievements to her name, is unnecessarily aggressive, particularly with the media, and seems to have made her name by pursuing culture wars. Whilst her views may be sincerely held, that is hardly where the Tories are going to regain voters.

Nobody above is likely to be the next Prime Minister…

Then there is Suella Braverman. To the right even of the most die-hard Tory members although still attracting the votes of 16% of them, she has disgraced herself with an article just before the election damning the Tory election campaign and then this week with her homophobic rant. She is truly awful. Extreme, disloyal and with no sense of public service. The sooner she joins Reform, the better.

Right-wing Priti Patel, another former Home Secretary, is mooted to be standing but is not up to the job. Caught dancing with Farage last year, although now claiming he has no future in the Tory Party, she should perhaps dance off to Reform too.

Finally, on the Right, the smarmy, reinvented immigration hard-liner, Robert Jenrick, who left Sunak’s government in a sulk at not getting a full cabinet post, is simply not credible.

The moderate candidates so far are James Cleverly, Tom Tugendhat and Victoria Atkins. All three are decent people but Cleverly will simply be a short-term, stop-gap leader and it doesn’t feel Atkins is quite ready for it. Tom Tugendhat is the best bet but is unlikely to clear the hurdle set by the Tory membership. Sadly, the estimable Jeremy Hunt has understandably ruled himself out of the contest.

A few points to note. The Tories lost most of their key southern seats to the LibDems. How the hell are they going to regain them by moving to the right? What’s left of the Tory parliamentary party is fairly centrist. Perhaps the membership will surprise us with a more moderate choice if enough have cleared off to Reform by the time of the vote. If the Tories embrace Farage/Reform in any way, it will be the permanent end of the Tory Party. If I were the LibDems, I would already be making plans now to entice moderate Tory MPs to join them if this unlikely occurrence happens. More on that in a future blog.

What is almost certain is the next Tory leader will not be the next Prime Minister. In fact the next leader, whilst fulfilling the important role of trying to hold the government to account, will largely be an irrelevance. Just ask William Hague.

Time for the Tories to tackle Farage head on

Well, I have to say last week’s pre-election blog was pretty much accurate. As expected, the Tories got over 100 seats (I have won £10 and a lobster dinner!) as Reform fell back a little. Labour romped home, albeit with a disappointing share of the vote and the LibDems had a great night too. Throughout the campaign they looked like the only politicians enjoying themselves. Good for them. The almost total wipe-out of the SNP was perhaps the biggest surprise of the night. That’s Scottish independence on the backburner for a generation.

For now, everybody should hope Starmer succeeds…

But the Tories’ 121 seat defeat was the worst result in their history. After 14 years of missteps (that’s putting it politely…) where does this well-deserved defenestration leave them?

Do you remember the raison d’etre of calling the Brexit referendum in the first place, which sowed the seeds of their ultimate demise? It was to cure the Tory Party of its internal splits on Europe. Err… that went well, didn’t it…?

Here we are 8 years on, and the hugely diminished Tory Party is now plagued by a resurgent anti-Europe, anti-immigration Reform UK party, with 4m votes and 5 seats in parliament. All that cosying up to the Right by Sunak and his predecessors came to naught. The ridiculous Rwanda plan was a perfect example. Peddled in the dying days of the last government by a Prime Minister who didn’t really believe in it, it was a waste of time, making the Tories look unpleasant, and incompetent at the same time.

There is only one solution for the long term recovery of the Tory Party. Tackle Farage and Reform UK with their dog whistle rhetoric head on. To paraphrase Matthew Parris, the more you compromise with the populist Right, the more ground they want. Now is the time to give them nothing.

With Labour securing 412 seats on only 34% of the vote and a largely sympathetic LibDem Party, the country will need thoughtful, moderate, centre-right Opposition. One that outlines the benefits of effectively controlled immigration, that advocates closer ties with Europe both economically and to sort out the boats crisis, that praises the advantages of a multicultural Britain, that understands the economic pressures on poorer voters and comes up with solutions that don’t simply involve talking about taxes and lashing out at minorities/the EU. The Tories also specifically need to pivot to offering policies for a younger generation of voters. They should support Starmer, where he is getting things right (not follow the ridiculous advice from the anti-patriot Johnson who advocates attacking him from the start). They should regain a reputation for steady, quiet competence.

The Tories lost voters to a range of parties, not just Reform. Notably the LibDems in the south. It was their clowning incompetence that did for them, not being insufficiently right-wing.

There is a gaping hole in the centre-right of politics from where elections are won and the Tories must move there, understanding recovery may take ten years. With careful analysis, a new leader, who almost certainly will not become the next Prime Minister, should take time to root out Farage/Reform at their source and let them wither on the fringes of politics. It is where they belong.

Too close to call…

By that, I mean whether the Tories gain over 100 seats or not… reinforced by yesterday’s YouGov poll.

In what will be a well-deserved calamitous result for the Tories, they will face a wipe-out across the country, not so much due to a huge swell of support for Labour but a combination of the collapse of the SNP, resurgent LibDems in the South, Reform attacking from the Right and tactical voting to oust as many Tories as possible. It is time for a change.

Tories fighting to clear 100 seats…

I confess that I have had two bets on the election outcome for some time. Neither will make me rich, and neither are due to insider knowledge… One is with a colleague for £10 and one with a journalist for a lobster supper, and both are based on my view that the Tories will gain over 100 seats. Why?

There is a genuine fear amongst some of the electorate that Labour’s majority will be too great. Probably even Starmer doesn’t want a 200 seat majority. Imagine the indiscipline and lack of mandate based on 40% or so of the vote. Enough former Tory voters may well pull back from the brink of voting Reform, who will still have a reasonable night regardless.

What will not help the Tories’ cause is the last minute, almost insulting appearance of Boris Johnson on the campaign trail. No doubt emboldened by the resurgence of Donald Trump, this ludicrous, narcissistic character believes he can perhaps be the Tories’ post-election saviour when, in reality, he is the principal architect of the party’s demise. His appearance will simply remind floating voters of this.

What a battle lies ahead for the soul of what is left of a once impregnable Tory Party, already written off by a deeply unhelpful article in yesterday’s Telegraph by the charming former Home Secretary, Suella Braverman. But that is for another day. Sunak, who has fought a somewhat ill-judged but brave campaign, deserves better.

As France toys with fascism – there is no other word for it – and Trump prospers at the expense of a clearly too frail Biden, the UK, for all the problems the country faces, could be a beacon of stability in a sea of polarisation after today. And if for no other reason, that is a note of optimism on which to end this overly long, tedious election campaign.

Happy voting!

A change of view: Trump will almost certainly win if Biden doesn’t step down

A comfortable majority of Americans do not want Donald Trump as their next president. It is very clear on any trip to the US.  The problem is a similar majority don’t want Joe Biden either. The only candidate each one could beat is each other, which is why they both need a Biden versus Trump fight.

Biden failed last night…

Last night’s presidential debate just made it harder for Biden to win. All the fears that he is in cognitive decline and simply too old for a second term came to the fore. This was Biden’s chance to put such concerns to rest. Indeed, the debate so early in the campaign was his idea. He flunked it.

Biden is a decent man and has actually been a reasonable president. Democrats have consistently performed better in elections than opinion polls. Since Trump was convicted in the hush money trial, Biden had been drawing level in polls. Trump has become wilder and more dangerous in his views and has his own cognitive decline problems at 78.

After last night, none of this is now enough. Biden must step down, or Trump will almost certainly win.

The problem for Democrats is that Biden might not agree with this analysis and, if he does and reluctantly steps down, they are left with the deeply unpopular Vice-President Kamala Harris. Trump may win on this scenario, too.

If Trump is a mess of the Republicans’ own making, Biden is now a mess of the Democrats’ own making.

At stake is the future of American democracy, the integrity of its legal system, a triumphant Putin, the NATO alliance to name but a few issues…

Democrats better come up with a solution to the Biden/Harris conundrum fast. Otherwise, America and the wider world will enter a very dark phase indeed.

The Labour Party should be a touch worried…

This seems a strange thing to say. Labour has run a relatively smooth election campaign so far. Starmer is looking confident, and the shadow front bench is campaigning competently. The tax issue has not blown up in their faces and the gap with the Tories remains at c20%.

And yet…, and yet… Labour’s share of the vote has been very slowly falling. Poll trackers have the party down from 45% to 41% and some more recent polls are recording figures below 40%. Labour has lost a little ground to Reform and the LibDems but remains so far ahead due to the Tories’ almost complete implosion.

Things look rosy for Labour now but could get very tricky very quickly after July 4th…

On the subject of the Tories, each week is the worst one since, well, the previous one and their ability to shoot themselves in the foot will become the stuff of legends. Today, having clung to the untenable position of not suspending candidates caught up in the election date betting scandal, the Tory Party under huge pressure has now withdrawn support from them. The worst of all worlds. A week of excruciating pain with their opponents honing arguments around Tory sleaze and a sense of entitlement, only for the Tories to throw in the towel at the last minute and abandon these sorry figures. Their campaign is the gift that keeps giving…

But back to Labour. The Institute of Fiscal Studies (IFS) is excoriating about the ‘conspiracy of silence’ around both major parties’ spending plans. Significant cuts have been built into public service provision outside core areas such as the NHS and Education over the next few years and, for Labour, having ruled out NI, income tax and VAT increases, none of its other identified tax measures will close the gap sufficiently. The party is avoiding a discussion on capital gains tax increases for example and other initiatives to fund services by clinging to the mantra that ‘growth’ will float future ministers off the rocks. Quite a few more voters might think this is dishonest come next Thursday.

Labour will win next week in terms of seats and win handsomely but what about its mandate if its share of vote continues to fall? If it is forced to raise a host of taxes not outlined in its manifesto there will be uproar or at least a huge amount of cynicism. And that is before the new government explores other areas where there is that conspiracy of silence such as social care and closer alignment with the EU.

Why does this matter? It matters because life in government for Labour could get very tricky very quickly and if the new administration is perceived not to have a sufficient mandate to be radical, solutions open to it to solve the already formidable visible challenges (let alone the hidden ones) will be somewhat restricted. Disillusionment amongst voters towards the political class will be rife.

On the other hand, a massive majority in terms of seats courtesy of a crushed Tory Party might mean Labour, at least for now, really doesn’t care.

The Tories only become interesting after July 4th…

That is if they survive, of course… Incredibly, the election continues to get worse for the Tories. The latest opinion polls, on average, have them winning just a hundred or so seats maximum with Labour’s majority being 250 plus. Reform UK may scrape a few seats, but only the LibDems seem to be the ones having some FUN. I won’t hear it against Ed Davey. His stunts are getting him publicity, and his role caring for his son has really resonated. They may surprise on the upside, adding to the Tories’ woes in the South/Southwest.

If they don’t self-destruct, the Tories become interesting again… on a 10 year view…

This blog feels the Tories will do a little better on the night as former Tory voters peer into the abyss and pull back from Reform. They will at least remain the second largest party, but it is pretty clear Labour is on course for a huge majority. The interest on election night will be less about the outcome and more about the scale of the Tories’ defeat and results in individual seats.

The Tories will be out of power for a generation and deservedly so. Attention will initially be on the new government and some actual policies, but Labour will have an opaque mandate, and over time the focus will switch to a decent Opposition holding the government to account.

So, back to the Tories. Despite relative moderates being well represented in parliament on most election outcomes, courtesy of its inglorious members, the Tory Party will almost certainly move to the Right. Moderate MPs, who are usually hopeless in leadership elections, will not be organised enough to block this and will get tripped up by the membership if they were. But therein lies electoral oblivion. A move back to centre ground beckons second time around on a long-term view. The question is who can be bothered to wait?

In the meantime, there is Farage/Reform. They will not merge with the Tories, and if they did, the Party would irrevocably split. Incidentally, if Boris Johnson tries his hand at leadership again, it would be the same result. No more Tory Party. Whilst new centre ground parties have a terrible record of succeeding, the total defenestration of the Tories would present unique territory for them to thrive.

So, on the basis that the electorate will want a competitive political landscape, attention will eventually turn back to the Tories or, if they self-annihilate, their successors. Whatever path is taken, the Opposition will probably have a good 10 years to even draw level.

Things can only get better…

I have an idea to rejuvenate the Tories’ election campaign. They should adopt Tony Blair’s 1997 campaign tune, ‘Things Can Only Get Better’ by D:Ream on the basis things can’t get any worse…

The Tory campaign has been a disaster and it showed in Sunak’s body language in the Sky News interview last night. He looked utterly dejected and gave the impression he couldn’t wait for the whole awful experience to be over. California beckons whatever Sunak says.

Unfortunately for Sunak and the Tory Party, Sunak is no politician…

What has gone so badly wrong? Well, the obvious reasons are launching the surprise campaign in the rain on an unprepared Party, flinging untested policies into the arena such as National Service and then the D-Day debacle. Sunak’s colleagues are not with him, and he paints a lonely campaigning figure. He may be the most decent Tory leader of recent times (not much competition there), but he is a hopeless politician. Why an earth didn’t he wait? By November there would have been at least one interest rate cut and Rwanda flights which never resonated with the electorate anyway (only Sunak knows why he tied his future to this ridiculous policy) may or may not have taken off. It wouldn’t have really mattered. Sound stewardship of the economy, proving he was on top of its recovery would have been his best bet. Unless, of course, he thinks economic news will only get worse over the summer, a point not lost on the electorate.

And then there is Reform UK and the dog whistler, Farage. The Brexit referendum in the first place, the populism of Johnson, the disastrous tax cutting Truss, Rwanda and countless other nods to the Right including the initial appointment of Suella Braverman as Home Secretary were all meant to assuage these folks and see them off. As one surveys the wreckage of the Tory Party, you wonder how the Foreign Secretary feels… Sunak, coming at the fag-end of a long Tory administration, was always going to have a tough time but he should have tacked firmly to the centre on day 1 and faced down his right-wing critics. The more you give, the more they take… We are now in the position where Reform are snapping at the heels of the Tories and Farage has a reasonable chance of becoming an MP before ‘taking over’ a defenestrated Tory Party.

Incidentally, the fight for the soul of a shrunken Tory Party after the election, ex-Sunak, should be one Tory moderates relish. There are many blogs on this to come…

Then bizarrely today, we have a Sunak aide being investigated by the Gambling Commission for pre-election betting on the date of the General Election. A case of insider dealing it seems… but why only place £100 at 5:1? A win of £500 does not seem sufficient compensation for a ruined career… Tory advisers can’t even get this right.

In the meantime, Starmer and the Labour Party generally look confident. They have barely put a foot wrong, and their safety-first approach gives the appearance of a government in waiting. It appears a largely effortless march to power. Of course, there are dangers in this but not too many.

Week 3 to Labour then. In fact Week 3 to almost everyone except the hapless Tories.

America stares into the abyss

The only place that makes you pathetically grateful for the level of political debate in the UK is America.

It’s an extraordinary comment you might think, but viewing things from the perspective of a business trip to New York, politics is dire over here. Two presidential candidates almost nobody wants; one a convicted felon, the other feebly tottering through public life, resting heavily on cue cards.

Two candidates few voters want but Trump is the real danger to America’s future…

The real difference, however, is that Biden is a decent man who has actually had a successful presidency, with the exception of the lack of border controls that might do for him in the end. The economy is booming, partly powered by green investment initiatives, and much needed infrastructure rebuilding is finally happening. He is also managing the Middle East crisis and Ukraine as best he can.

But Biden gets no credit. The impact of inflation, not his fault, still lingers, and illegal immigration dominates public discourse even with Democrat voters I have spoken to. This is now being addressed through an executive order, but it should have been a priority from day one. Biden looks and sounds too old for a second term, and moderates are in despair at the gamble Democrats are taking with him that may let Trump triumph.

As for Trump. He is a grotesque. Nothing truthful comes out of his mouth. He is a narcissist who doesn’t care a jot for the institutions of state or, for that matter, democracy and the voters who vote for him.  He is setting community against community and voter against voter. Think an extreme version of Brexit. Yet he is marginally ahead of Biden in the polls and has just raised US$140m in donations on the back of his conviction.

You just despair for the future of this amazing country. Voters are taking for granted all they have, and it feels we are witnessing the start of the collapse of an empire. cAD400 all-over again…

Trump and Biden need each other as they only have a chance of winning against each other. But it comes at the expense of the extreme polarisation of public discourse and the fracturing of American society.

Democrats are campaigning weakly, Republicans have shamefully been taken over by the cult of Trump’s personality.

America is looking into the abyss and there is only one way, at least in the short-term, for the country to save itself from itself.

For all Biden’s faults, America must reject Trump in November.

Another good week for Labour…

There is so much to write about… The ANC has lost its majority in South Africa and Trump has been criminally convicted on all 34 accounts in the hush-money case. More on the latter topic next week when I am based in New York for a few days. I can’t wait!

Now to the General Election in the UK. It has been another good week for Labour which has extended its lead in several opinion polls. Despite indications that the public likes some of the Tories’ new policy ideas such as National Service, they are making no impact on the party’s fortunes. Why is this?

The electorate has simply made up its mind. It is time for a change, and it would have to be a truly momentous incident for this settled view to be revised. Sunak is campaigning like an underdog opposition leader bouncing around with new ideas to try and attract attention. Starmer, meanwhile, is saying very little and campaigning more like a prime minister. Very wise and the contrast in styles has not escaped the notice of voters to Starmer’s benefit.

Looking and sounding tough on the hard left whilst reinstating Diane Abbott…

Of course there will be bumps in the road for Labour but one of them is not the row over whether Diane Abbott should be a formal Labour candidate or not. Actually, it has just been announced she can stand as an official Labour candidate in her constituency. A not very insightful column from Stephen Bush of the FT suggests all this brutal factionalism is showing Labour’s not very nice, machine politics side. Nonsense.

Labour has always been criticised for being too nice, not ruthless enough. Hence the Tories’ never-ending election success. The deselection of Corbyn and the row over the suspension and reinstatement of Diane Abbott just shines a light on how tough Starmer has been in clearing out the hard left. It reinforces the narrative that Labour has changed under Starmer, and nothing will get in the way of it attaining power. In other wording, despite whinging from the sidelines by a few journalists and Labour activists, Starmer emerges stronger from all this.

So far, the election campaign has been thoroughly boring. Only the TV debates and the last few anxious days in the run-up to election day will liven things up. In the meantime, round 2 to Labour.