You Reform if you want to…

There has been a lot of hype recently about Reform UK (‘Reform’) forming the next government with Nigel Farage our next Prime Minister. This has been fuelled by Trump’s election victory in the US, the possibility that the Far-Right takes control in France and Labour’s general unpopularity. The latter is reflected in opinion polls which suggest that Labour/Conservative and Reform are running neck and neck.

All hype and no substance, at least for now…

All this is nonsense of course. Simply Christmas madness. Let me tell you why:

    1. There is no general election for four years. Trump will have left office by then, almost certainly tarnished and anything can happen in the interim. The UK has the advantage of appearing the bastion of moderation.
    2. Labour is getting all its unpopular decisions out of the way upfront. Whilst its communication skills leave much to be desired, making life harder than it need be, its overall approach is sensible. Labour’s future is reliant on whether it delivers. The government will almost certainly miss its goals but, on the whole, there will be noticeable improvements. There will have to be…
    3. Nigel Farage is a hugely talented communicator but also a blow hard. His interest in governing is tangential and Reform has a natural ceiling of support which will block any path to government. Reform actually hasn’t reached the peaks of popularity the Brexit Party achieved. Farage is on a roll with his friend in the White House and Labour’s unpopularity, but this will not last. That is not to underestimate Reform because they will raise decent funds and will broaden their footprint, but this will not be enough.
    4. The real fly in the ointment is the state of the Tories. Obsessed by Reform, it is excruciating to watch them lose their way so badly. We all need a decent Opposition. They don’t know what they stand for, have lost any sense of a constructive, moderate touch and will be out of power for a generation. Kemi Badenoch doesn’t impress so far but it is early days and they should always remember Reform is no substitute for a competent, centre-right Tory Party when they are ready. But it could be a while…

    So, there will be much talk of populism washing up on the shores of the UK. We are not the US, we are not France, there is no election for four years and, most of all perhaps, we have a strong ironic sense of humour which ultimately always puts extremists in their place.

    A note of optimism to prepare you for a Christmas blog next week…

    Fundamental contradictions at the heart of Trump’s policies

    I was going to use the term ‘cognitive dissonance’ but it hardly resonates in a title to a blog… and it refers to when a person holds two contradictory ideas at the same time. It is not strictly relevant in that Trump doesn’t have a philosophical drive and won’t have thought anything through. The phrase, however, does imply that failing to resolve such contradictions can lead to irrational decision-making. Umm… Perhaps it is the right term after all.

    Flickers of optimism as the next four years are likely to be about grift not protofascism…

    Trump is threatening sweeping tariffs against China, Canada and Mexico, reversing the trade agreement with the latter two countries signed during Trump’s first presidency. As we know, he also wants to expel undocumented immigrants too. Here are some contradictions:

    • There is a housing shortage in the US. Trump has promised to build, build, build. But an irritating fact for him is that one in four construction workers are undocumented immigrants. Expelling them will undermine one key policy objective whilst meeting a parallel promise.
    • Most independent economists believe tariffs will add 3-4% to domestic inflation. Trump has promised to reduce the cost of living and something will have to give.

    The contradictions will multiply so the question, you might ask, is will Trump’s picks for Cabinet have a restraining influence? I doubt it. All have been nominated by showing total loyalty to Trump, in some cases reversing past views as required. There are few even relative moderates (perhaps Marc Rubio and Michael Waltz in foreign affairs) and Trump is unlikely to listen to his ‘colleagues’ consistently or even at all. Trump hates Washington, is totally reliant on his own self-belief, and has flooded Congress with scandal-ridden nominees to challenge the system. The alleged sex trafficker, Michael Gaetz as Attorney General, was a dare too far and Pete Hegseth at Defense may be another one but, regardless, it will be a partially anarchistic Cabinet showing total fealty to their President.

    So, how will it all play out? Too early to tell, of course, but the hope is chaos reigns and little gets done and/or Trump simply loses interest two years in and goes (possibly mentally) AWOL. Green initiatives to manage climate change, for example, particularly in the face of an oil glut will outlive Trump. As a colleague commented, the next four years will be about grift not protofascism as Trump and his friends line their pockets.

    You can probably give up on moderate Republicans so the real secret to a happier longer-term future is the Democrats. They will have to get their act together, stand for something meaningful in the eyes of potential core voters and develop potential presidential candidates with charisma and gravitas in the process. Today, that seems a long shot.

    There are flickers of optimism, but Trump will have the upper hand for some time. Oh dear indeed…

    Moderate Americans resigned to a Hard Right future…

    As I head back to London from NYC, my week over here has confirmed Trump is running rampant. This time he is also well organised. With a clean sweep of Congress politics is moving to the extremes confirmed by Trump’s Cabinet post picks which are quite frankly extraordinary. Here are just a few of them:

    Kristi Noem – Homeland Security Secretary. Famed for boasting about shooting her dog in a recent auto-biography, she is as hard right as you could get and will have sweeping powers to deport.

    Pete Hegseth – Defense Secretary barring an alleged sexual harassment case. A former Fox News host and army veteran, he believes women should have no combat role.

    Matt Gaetz – Attorney General. This appointment has shocked even Trump supporters. He is facing allegations of sex crimes, is in favour of defunding the FBI and would literally destroy legal structures in the US. Uniformly loathed, many people didn’t even know he had any legal qualifications.

    Elon Musk/Vivek Ramaswamy – joint heads of a newly created Department of Government Efficiency. The latter, former Republican nominee contender is just ridiculous, and Musk with billions in government contracts can’t move without tripping over a potential conflict of interest.

    The list goes on. A fracking champion in charge of energy, an anti-vaxxer in charge of health, and a Putin sympathiser in charge of the intelligence agencies…

    Politics is going to get very ugly here but America voted for it…

    Trump’s intentions are clear. There will be no safe guards in place to rein him in. The only modest bright spot is John Thune winning the leadership of the Senate. An establishment Republican, he might bring some sanity to proceedings, but bearing in mind Trump will lead by terrorising any opposition, one doubts it.

    The agenda is set, and America voted for it. Mass deportations, the slate of all Trump’s legal woes wiped clean, massive tax cuts with the rich getting richer, environmental regulations torn up, and vendettas pursued against any perceived enemy of Trump. Overseas, Ukraine sold out, Taiwan under greater threat, Israel allowed to run rampant and tariffs ending global free trade, in the process driving up inflation. Oh, and the Trump family and its allies preening themselves with their noses firmly in the public trough. Politics is going to get very ugly here.

    As for the Democrats, their defeat is entirely their fault. Too much noise about identity politics, failing to grip illegal immigration, extremists within their ranks undermining law and order by stripping the police of powers and/or funds such as in San Francisco. Despite Biden’s decency and some policy successes, in the campaign they had nothing to say to those who should have been their core voting base. Add to that Biden stepping down too late to allow a competitive race for the Democratic nominee, and their defeat was sealed. Patronising interventions from former Democrat presidents and ridiculous endorsements from celebrities as a substitute for policy hardly helped either.

    Grounds for optimism? For all the Republicans’ success, this country is pretty much split 50/50 in vote share. Hard right MAGA extremists are only polling at 6%. The rest of Trump supporters are mostly just frustrated with government and, often, rightly so. Such is the scale of the Democrats’ defeat, they must surely reform themselves. The last president to shrink the size of government was actually Clinton, who took 400,000 off the government payroll so they can change their spots. Trump only has 4 years left and may blow up well before then. Musk is already rubbing people up the wrong way, and some nominations are even shocking core Republican supporters.

    Lastly, as I gladly return to London, for all of Labour’s faults, with the rise of the populist Right across democracies, the UK looks a bastion of stability and must surely embrace closer European integration… so, not all bad then…

    Trump’s clarity of message won him the presidency

    The result was almost a foregone conclusion before the first votes were counted. Reality triumphed over hope.

    Polls have been showing for weeks that Harris’s lead was narrowing generally and amongst ethnic minority voters in particular. Evidence, against the grain, that Republicans were voting early in large numbers was also a body blow to Democrats. Only Trump’s dark rhetoric in the closing days gave grounds for optimism for those who felt positivity would win it for the Vice-President.

    Trump’s victory was a triumph of reality over hope…

    Then, in the early hours of this morning, exit polls at both a state and national level showed immigration and the economy were the leading issues of concern. 70 per cent of those polled believed the US was heading in the wrong direction. Very bad for incumbents.

    Further evidence for geeks of voting trends came later in the evening from a breakdown of ballots cast in the increasingly right-wing state of Florida. Trends were all ominously heading in the wrong direction in previously hugely safe Democrat counties.

    It was going to be a long night for the Democrats.

    To add insult to injury, Republicans are likely to hold both the Senate and the House of Representatives.  Even the unpopular Ted Cruz in Texas held his seat easily. Trump unchecked is now a scary possibility.

    Perhaps America was not ready for a black female president from California, but with abortion also being a key issue, this doesn’t feel quite right.

    Harris had nothing to say on immigration, failing to spell out the details of a belated measure to curb immigration blocked in Congress to protect Trump. She had little to say on the economy either, failing to recognise, however unfairly, the need to distance herself from Biden. She was simply too woolly in the face of belligerent voters, not an accusation you could level at Trump. As Janan Ganesh said in the FT, voters knew exactly what they were voting for with Trump, not with Harris.

    The US now feels like a very right-wing country, following a trend in Western democracies generally. Trump could do untold damage to the fabric of democracy there and drive illiberal reforms aided by partisan judicial appointments.  Tyrants globally could be rewarded by the new Administration with Ukraine literally sold to Russia. Then there is the unaccountable influence of some billionaires generally on US public life…

    The UK is now an outlier of centrist politics. Moderate and therefore increasingly lonely. Our influence on the world stage may be small, but we should still be very grateful indeed for what we have.

    Stop moaning. There were no surprises in Labour’s budget…

    And that is not just because most of it was leaked in advance…

    What an earth did commentators think Labour was going to do? It was obvious from the start of this government, hidden by all parties during the General Election, that better public services or even maintaining them as they are would involve higher taxes.

    It was a brave (many might say high risk) budget. Nobody likes higher taxes, but the shortfall in public finances merited them.

    Asset price inflation after years of quantitative easing has made many people better off than perhaps they expected. The last few years exacerbated by inflation have made it tough for those at the bottom of the ladder. Add in covid and the impact of the Ukraine war, and there was always going to be a reckoning.

    The Tories should never have cut employees’ NI, and now employers have to make up the difference. It is quite simply a tax on jobs, and this is where this blog parts company with the government. All parties blather on about small businesses being the backbone of the economy, yet both parties have stuffed them in recent years. Labour shouldn’t have boxed themselves in and reversed the Tories’ cut. Both parties are as bad as each other.

    However, one hopes the Chancellor sticks to her guns and keeps the budget intact from whinging pressure groups. The pain might as well be felt now.

    The real reckoning is whether the government spends its revenues competently, whether economic growth accelerates accordingly, and whether there is room to cut taxes selectively in 4 years’ time against the backdrop of improving public services.

    Umm… We had better hope Labour succeeds because there are few alternatives. The Tories will be weak opponents. In the most inconsequential election of the year, they will almost certainly vote Kemi Badenoch as Leader tomorrow and the odds of her surviving  through to the next election are only a little lower than Labour getting the economy right.

    Fingers crossed, but Hobson’s choice indeed.

    America on the edge…

    The political news from the US is thoroughly depressing. An increasingly erratic Donald Trump, profane and peddling untruths, has closed the gap with Kamala Harris. She is now only 2% ahead in the popular vote and, more importantly, behind in 5 of the 7 swing states. Admittedly the polls can’t be relied upon when the vote is so close, particularly at state level where it is really 50/50 across all 7 states.

    Trump closes in on Harris

    How can this be? Two excellent journalists from the Financial Times, Janan Ganesh and Edward Luce, seem to have the answer. Trump stands for something which reassures even relatively moderate voters. Nobody can say they don’t know what they are voting for when casting their ballot. Voters may not like Trump’s personality, but he has a clear edge on the economy and immigration and he is seen to be able to put a protective arm round a country which feels somewhat beleaguered. This is despite the fact economic activity is actually booming and inflation falling, courtesy of many of Biden’s policies. As for issues like Putin/Ukraine. They don’t get a look in.

    Harris on the other hand is vague. Undoubtedly an improvement in voters’ eyes on Biden, she is too ill defined on a range of policy issues, has no convincing answer to the impact of past high inflation (who could?) and is seen as weak on immigration. Her stance on abortion where she rightly has a strong lead may not save her. Overall, a bit of this and a bit of that policy-wise is not enough at the margin for such a polarised electorate. No amount of effort from Barak Obama and celebrity endorsements (please stop, they only antagonise the electorate, conforming to Republican accusations of elitist Democrat stereotypes) seems enough.

    So, what would a Trump presidency involve. Here are a few educated guesses…

    • Capitulation to Putin on Ukraine threatening the whole of Eastern Europe
    • The possible fatal undermining of NATO
    • Encouragement for China to invade Taiwan
    • Trump escaping court on a range of criminal cases
    • The US deficit soaring by US$7.5 trillion as tax cuts for the rich fail to ‘trickle down’
    • A final end to the benefits of globalisation as US trade tariffs are imposed, stoking inflation in the process
    • Environmental safeguards torn up, speeding up the impact of global warming
    • Billionaires increasing their undue influence on politics
    • Another swing to the Right for an increasingly polarised, unaccountable Supreme Court
    • No prospect for gun controls, even a loosening of what few already exist
    • Restrictions on abortion creeping in at a federal level
    • The real prospect of a phony civil war between states although, to be fair, this might happen under the Democrats

    The US is such a blessed country with so much talent but feels on a steep decline. The electorate is gloomy and, in this mood, the character of their president and the intentional or unintentional consequences of another four years of Trump do not seem to matter. When buyer’s regret sets in, it will be too late for the US and the rest of us.

    Fingers crossed that, against the odds, Harris totters over the line…

    Tories head into a right-wing cul-de-sac

    A reader kindly suggested I stop writing about the Tories. They will be irrelevant for years and there must surely be more interesting topics to explore said my friend.

    Well, I sort of agree and disagree. They are the main opposition to Labour hegemony and in this sense are an important political force to assess. On the other hand, in leaving Jenrick versus Badenoch as the final two right-wing leadership candidates for members to choose from the Tories have diminished themselves, paving the way for an extended period in opposition.

    Who really cares which one wins? They are both awful.

    What were MPs thinking about in giving members this Hobson’s choice? No moderate or even centrist Conservative candidates remain, and the winner only has the support of a third of their parliamentary colleagues. Cleverly, the centrist front-runner on Tuesday who was eliminated yesterday by 4 votes, must be kicking himself for his complacency.

    But who really cares which one wins the contest? They are both awful although, to be fair, Badenoch is the more authentic candidate. Jenrick has remade himself as the immigration warrior driven on by a ferociously ambitious partner. My only contact with Mrs. Jenrick was watching her patronise an LGBTQ+ audience at a Tory Conference fringe meeting by assuming all the audience needed to hear was Mr. Jenrick’s views on Eurovision. Oh dear indeed.

    Then you have Badenoch, the cultural warrior, who clumsily tells it as it is. What a choice.

    I hear some MPs talking openly that they will have about 18 months in office before they are ousted. Incredible.

    And the real winners? Well, Labour and the LibDems of course, who are rubbing their hands with glee. Either Jenrick or Badenoch will mean not a single vote from the LibDems will peel off back to the Tories and more Tory voters may actually come their way. Labour will go for Jenrick on his dog whistle politics as he seeks to replicate Reform UK and Badenoch for her missteps in communication. The Tories are a gift that keeps giving.

    This blog has predicted for some time that the Tories are likely to move to the Right before either blowing up or realising the error of their ways. Their only hope is that, hungry for power, they belatedly embrace the centre-right ground again. It will be a long wait.

    Whatever the outcome I grant my friend his wish. This blog in striving for relevance is going to write far less frequently about the Tories now they have found their route to a right-wing cul-de-sac.

    The Tory bubble has yet to burst

    Returning from 24 hours at the Tory Annual Conference, I am adjusting to life back on earth. Party conferences are always slightly surreal due to die-hard activists gathering in one security cordoned space, but this one was particularly strange.

    It was not too poorly attended, and most people had a spring in their step. The prevailing view was that the Labour government was blowing up and, with the right leader, the Tories would be back in charge within four years. Umm… Wiser heads know better including some Tory inclined journalists I spoke to. In denial that power is almost certainly 10 years’ away, they said reality would set in next year and the mood would be quite different. We shall see.

    But back to the leadership issue. All four remaining candidates buzzed around the conference, flanked by groupies, excited they were the centre of so much attention. For three of them, it will be fleeting… They were given Q and A opportunities during the conference and then on the last day the chance to speak for 20 minutes. This part was expected to be make or break.

    None of the above are likely to be the next Prime Minister…

    It wasn’t really. Like much hyped presidential debates in the US, the speeches would have moved the dial only a little, at least at this stage. Remember the electorate is still 120 thoroughly unscrupulous MPs who would have largely made up their minds by now. The list is whittled down to two and only then does the membership have a say. The speeches were aimed at them.

    All four performed well I thought although the content of speeches was mostly well delivered platitudes. But there were clear winners and losers relative to expectations. Robert Jenrick, the favourite, performed most poorly. A dark almost Trumpite speech with an obsession on immigration, it didn’t quite land. He wants the leadership almost too much and will be disappointed. Kemi Badenoch, once the favourite, performed solidly but no more than that relative to expectations. Badenoch’s problem was that she had had a bad conference in the run-up to her speech, getting embroiled in controversies such as levels of maternity pay which should have been avoided. The feeling amongst many is her ability to pick a fight with her own shadow may not be what you want in an opposition leader. Tom Tugendhat gave a good speech and is clearly a contender for a major role in a new shadow cabinet. His challenge is that he is a moderate. Need I say more…. The winner was the likeable James Cleverly who outperformed expectations to give a particularly well-received speech. He will be happy.

    The conclusion? Cleverly may have done just enough to squeeze in to the last two and therefore perhaps his speech did matter. This will be at the expense of Tugendhat. So, it will be Cleverly versus Jenrick or Badenoch, probably the former. I could actually see Cleverly’s likeability getting him over the line.

    But as a former Cabinet Minister said, none of the above will be the next Prime Minister and, as far as understanding that the bubble has yet to burst…

    The dark cynicism at the heart of democracy…

    Churchill’s maxim that “democracy is the worst form of government – except for all the others that have been tried” is being severely tested. The quality of politicians, populism, the rise of social media, fake news, the 24-hour news cycle are all testing its ability to deliver. Those in public life more cynically than ever before, sometimes in desperation, attempt to manipulate the electorate in the face of such headwinds whilst voters, in turn, are more cynical about politicians, their believability and ability to produce results. Polls suggest the public is losing patience.

    Democracy facing almost overwhelming headwinds

    Let’s take each one in turn. The quality of politicians in most democracies is generally deteriorating. The price paid for public service is seen as too high as 24- hour media scrutiny, online abuse, and a general lack of respect for those in authority take their toll. I was a Conservative Party parliamentary candidates’ list assessor for nine years up to 2019, and the fall in quality of applicants was palpable. The best are eschewing politics for a career elsewhere. Many on the list are simply glorified local councillors. Local knowledge on day one and a fanatical ability to deliver leaflets and canvass are seen as superior to raw talent. That is before one takes into consideration the quality of recent Prime Ministers at the top of the political tree…

    In America, before the rise of Kamala Harris, the choice of presidential candidate, aided by the obscene amounts of money needed to participate, was awful and probably not that great now. But why is a narcissist with declining cognitive abilities still leading the Republicans? Desperate.

    This fall in the quality of those seeking a role in public life is repeated across countries and is exacerbated by past and current populist candidates such as Trump, Johnson, Farage, Bolsonaro, Berlusconi, Marine Le Pen, Orban, Modi to name but a few. Mostly (perhaps not the latter two) incompetent and caring little for their electorate, they have risen on the back of over-promising mainstream politicians failing to deliver relative to expectations.

    Then social media. The abuse is awful and sometimes aired by leaders who should know better. Trump recently implied online that Kamala Harris was the beneficiary of oral sex. Incredible. Conspiracy theories such as QAnon (the world is run by satanic child molesters) abound. They have always existed, but the oxygen of publicity that the internet provides is like pouring petrol on flames. Who wants to steer a path through democratic politics in this maelstrom? This dovetails into fake news with doctored videos, photos, voice recordings, further adding pressure.

    Lastly, the 24 hour news cycle. Hounded by social media, mainstream outlets harry politicians constantly in order to keep up. Politicians are expected to respond to events immediately, know everything about every topic in interviews and account for the smallest flaws. Achievements go unrecognised as journalists focus on publicising every misstep in the name of ‘news’. Thoughtful, longer-term political discourse on complex issues has become an unnecessary luxury in a world of fragmented, short-term focused communication channels set on instant voter gratification.

    Authoritarians suppress debate, control social media, and brutally remove opponents. Democracy in contrast, is a system of checks and balances overwhelmed by the pressures listed above. Those pressures are undermining its very existence and are becoming a price too heavy to bear.

    Harris performs well in TV debate with Trump, but does it matter?

    Possibly, but in the face of so many polarised voters, Harris will struggle to move decisively clear of Trump.

    Taylor Swift’s endorsement of Harris probably trumped the debate itself…

    Harris performed strongly, and Trump was frankly, well, weird. So angry, so fixed on the past, and Biden, he failed to land blows on Harris and, that in itself, was a victory for the Vice-President.

    But it went beyond that. Trump railed against immigrants eating animals, rising immigrant led violent crime, and babies aborted after birth and was pulled up by moderators for these lies. He had no policies on healthcare and refused to support a Ukraine victory. He lives in a dark, dark world although I worry that his angry fluency might rally his supporters.

    Harris looked relaxed, often laughed at Trump, and talked about a positive future. She was not held to account for changing policy views, and this will be a source of regret for Trump supporters

    Harris should have a small bounce in the polls after this debate, but it is all about mostly independent voters in the swing states, and the electoral college is currently too fickle to call.

    What is wrong with America? What is wrong with the Republican Party? The Democrats have baggage, and any other Republican candidate might have walked it.

    But Trump? He should and deserves to be miles behind. The fact that he is level with Harris says more about the state of American politics than it does Harris.

    The world and moderate American voters wait for November 5th with baited breath, although now feeling safer, probably not because of this debate, but because Taylor Swift has just endorsed the Vice-President…