A Thousand Words on Brexit

At the end of this week, the United Kingdom leaves the European Union.

I wanted to make a few points, given a lot of the noise around this event over the last few years.

Firstly, following the result of the referendum itself, the Tory election victories on pro-Brexit platforms in 2017 and 2019 (the latter with a very clear majority on a very clear platform), and UKIP victories at the last two EU elections, it must be clear that this is the majority will of the British people.

Whilst remainers have attempted to paint leavers in a particularly way, and whilst the details of the May and Johnson deals have muddied a lot of water, I have always felt that the main desires of those in favour of leave were clear:

  • That the elected Westminster Parliament remain the apex law making body for the UK, and not the EU Parliament;
  • That the UK’s judiciary and justice system not be subject to EU law;
  • That the UK have control of its own borders (to be exercised as strictly or liberally as the UK Parliament desires);
  • That the UK should no longer be subject to the common agricultural and fisheries policies;
  • That the UK be free of EU commission regulations and standards (noting of course that by choice the UK has higher standards in some areas);
  • That the UK be free to pursue its own trade policy (especially with Australia); and
  • That any future risks of the UK being pressured to join the Euro, or an EU standing army, be over.

All of this will happen on 31 January, of course noting some complications and nuances in the transition, and existing judicial arrangements.

 

History was Never on Europe’s Side

But this has been coming for a long time, and has never been a quirky push by a crazy minority (even if, unfortunately, some crazy – and at times outright xenophobic – groups were along for the ride).

I would contend that the UK has never been truly comfortable in Europe.

The EU’s clear policy is for an “ever closer union”. This is not what the UK signed up to in 1973, and does not sit comfortably with the history of England or Scotland.

The UK’s history has been defined in terms of resistance to Europe: Agincourt, the Spanish Armada, and the Battle of Britain all stand large in the story of England. They are a part of the legend by which the British define themselves. Not the whole story, but a key aspect.

In 1534 Henry VIII completed what was arguably the First Brexit, with the departure of England from the Roman Catholic Church. The creation of the King of England as the “supreme governor” of the Church has language echoes with the Brexit of 2020, and a shared desire with modern Brexit for English law and sovereignty not to be subject to decrees from Europe.

Sit-coms including “Yes, Minister” (the Euro-sausage!) and “The New Statesman” actively lampooned the EU 30 and 40 years ago, and importantly cast Euro-ideals and Euro-attitudes as being at variance with those of Britain.

Even in every day language, the British always referred to “the continent”, to distinguish their island from mainland Europe.

The UK was never, I contend, comfortable in the EU, and a separation was frankly inevitable.

But Brexit should not be cast as isolationist. Indeed, it permits the UK a greater role in NATO and the Commonwealth, and allows the UK to expand rather than reduce its free trade relationships.

It is telling that in the 1990s when President Clinton made overtures to the UK to join NAFTA, John Major would have been keen to accept were it not for the EU’s restrictions; a desire for a greater and freer international engagement stifled by the EU.

 

The Path to Brexit

The idea that the Brexit referendum was a folly of David Cameron, or of the Eurosceptic wing of the Conservative Party, also massively ignores the path UK politics took to the referendum, and the opportunities others had to take a different path.

In 2004 Tony Blair announced as policy a referendum on the UK signing on to the then-proposed EU Constitution. The Conservatives under Michael Howard supported this policy, so both major parties went to the 2005 election with promises of a referendum on any drafted EU constitution.

Every opinion poll in 2005 on this issue had the No vote winning. The constitution was shelved after both France and The Netherlands voted against it in their referendums.

The EU then brought much of the contents of this constitution forward as a re-branded Treaty of Lisbon. Indeed, a House of Commons research paper states that “the content of the treaty, though not its structure, is similar in a great many respects to the EU Constitution.”

The Opposition Conservative party under David Cameron was clear that their promise on the EU Constitution applied equally to the proposed Lisbon Treaty.

However, Labour – now led by Gordon Brown – signed the Treaty without a referendum.

The irony for Labour – and all remainers – is that had their promise been kept and a referendum held explicitly on whether the UK should sign up to the Lisbon Treaty, the 2016 “in-out” UK referendum would likely not have happened.

Indeed, a likely UK “No” would have followed the initial Irish “No” on Lisbon in 2008, and earlier rejections of the constitution by the French and Dutch. The combined effect may just have killed off Lisbon, and significantly slowed down the EU’s “ever closer union” policy, to the satisfaction of Britain.

Instead, Cameron and the Tories shifted their pledge to an “in-out” referendum on a re-negotiated EU deal for the UK.

This was put on hold by the LibDems in the coalition government of 2010-15, but remained a Tory election pledge in 2015; part of the platform on which Cameron won majority government. For Cameron not to then offer the vote would have been a breach of trust with the voters, and a failure to honour an election committment.

Once again, there is an irony that had the EU given Cameron some serious concessions in the re-negotiations, maybe – maybe – the Remain campaign would have won. Once again, EU stubbornness proved to be their own demise.

 

BUT!

Does anyone actually believe that had the 2016 referendum not happened, something between the EU and UK wouldn’t have snapped eventually?

In 1992 the acceptance of the Maastricht Treaty effectively destroyed John Major’s Government (and realistically would have presented similar unity challenges to a Kinnock Labour Gvt had they won the 1992 election). This is after the UK’s entry into the European Exchange Rate Mechanism played a part in ending Mrs Thatcher’s leadership (with the ERM then smashing the UK’s economy when they were forced out on Black Wednesday in 1992).

The UK (and Ireland) opted out of the Schengen Agreement (abolishing borders between EU member states) in 1997.

The UK (and Denmark) opted out of the Euro, confirming that decision finally in 2003.

The UK (along with Ireland and Denmark) also secured opt outs to the area of freedom, security and justice.

The UK negotiated significant concessions to various EU bail outs over the past 10-12 years.

Were the EU Constitution or the Treaty of Lisbon put to a referendum all evidence is that they would have failed.

Surely there can be no doubt that at some point the EU’s vision of an “ever closer union” and the UK’s resistance to that concept would have reached a breaking point in some form?

I remain convinced that were it not to have happened in 2016-2020, it would still have happened. Better then for the UK to get it done now, and indeed better for the EU for Brexit to have occurred as a specifically UK matter, and not as an event which may have brought about the collapse of a treaty.

Yes, the details have been difficult.

Yes, there have been isolationist and illiberal supporters of Brexit.

And yes, some of the Brexit details were toxically caught up in the ongoing battle for leadership of the conservative party (just witness the number of MPs who expressed un-nuanced resistance to Mrs May’s Deal, but equally un-nuanced support of Mr Johnson’s deal for evidence of this).

Yet the final result will fulfil the objectives I outlined at the start of this essay; objectives that I maintain are shared by the vast majority of “leavers”, and allow for a freer, more democratic, more liberal, and create a greater internationalist free-trading Britain.

Brexit is not a project of the hard right, and neither is it a project of Trumpist populism. Brexit is the logical continuation of the British liberal tradition of Pitt and Gladstone and Churchill.

 

Finally…

Finally, as someone who considers himself a democrat perhaps even more than I’d consider myself a liberal, I do have deep concern the view – often expressed over the last decade, both in the UK and Australia – which suggests that asking the people their views is – or was – a mistake, as the people may either get it wrong, or because free and open debate may be too difficult to handle.

Likewise I reject the contention that on Brexit specifically the people were deceived, or lacked the information. The intention of Brexit as I’ve outlined was always clear, the British people had a free and fair debate with all the information anyone could have wanted freely avaliable. The British people then voted for Brexit, and endorsed it again and again.

Perhaps these sentiments against democratic votes are the ultimate expression of the rhetorical elitism which finally made for leavers the prefect bogyman when campaigning against the EU?

The final irony.

US elections – Part 2 – The General Election

With the US Presidential election this year, I’ve noticed that even more than ever most social media comments on outcomes are less a case of analysis of likely results, and more a statement of desired outcome dressed as a prediction. So, here’s a few posts that will aim to pull back on that a little.

(Part 1, the Democrat Primaries, was posted here: dksblog.com/2020/01/23/us-elections-part-1-the-democrat-primaries)

Today, Part 2 – the general election.

Let’s start with a few basic facts about the election in November between President Trump and his Democrat opponent:

  1. Anyone who says they KNOW the result of the election is lying.
  2. Is Trump far enough ahead in the polls to say a win for him is likely? No.
  3. Is Trump far enough behind in the polls to say a loss for him is likely? No.
  4. Anyone who says otherwise is either lying, ignorant, barracking, or some combination thereof. They’re also likely forecasting on the basis of their own views. And there’s nothing wrong with that, but it IS just a guess.

The reality is that the US remains a divided nation, and any win by either candidate in November is likely to be narrow by historical standards.

First, before anyone says “the polls were totally wrong in 2016” its important to remember that’s not quite correct. The national polls in 2016 predicted Clinton would win the popular vote by about 2-4 points. She did win the national popular vote by 2.1 points (or about 2.8m votes). However, several state based polls were out by a few points, leading to predictions of the Electoral College to be wrong (and a lot of people forgot our good friend “margin of error”).

Trump won with 46% of the vote, and by a margin of 38 electoral votes.

If the vote distribution across key states were PERFECT, Trump could probably win re-election with 44% of the vote, but more likely needs 45-46% at least.

Polling averages presently have him at:

Vs Biden – 44.2%

Vs Buttigieg – 44.8%

Vs Sanders – 45%

Vs Warren – 45.7%

Ie, Trump is exactly on the tipping point of too close to call.

And this is before there is an actual Democrat nominee running a proper campaign.

As above, the Democrats need to shift 38 electoral votes into their column. States in play (with 2016 margin are):

Michigan – 16 Votes – 0.2% margin

Pennsylvania – 20 Votes – 0.7% margin

Wisconsin – 10 votes – 0.8% margin

Flip those three with a 0.8% swing and Trump loses by 278-260.

Even if Trump can shift the Democrat’s most marginal state (New Hampshire, 0.4% margin) he loses 274-264.

The Democrat’s next most marginal state is Minnesota, and if Trump flips that he’s likely held the other mid-western states and winning easily.

Next on the list are:

Florida – 29 votes – 2.2% margin

Arizona – 11 votes – 3.5% margin

North Carolina – 15 votes – 5.1% margin

Further up the chain are Georgia, Ohio, Texas and Iowa. But I suspect if the Democrats win any of those they’ve already won comfortably.

So let’s look at those states in the polls:

Michigan – Biden leads Trump by 6.5% on average. Sanders and Warren also lead.

Pennsylvania – Biden leads Trump by 7% on average. Sanders and Warren also lead.

Wisconsin – Biden leads Trump by 3.7% on average. Sanders also leads. Trump beats Warren by 1%.

Florida – Biden leads Trump by 2.7% on average. Sanders is tied. Trump leads Warren.

Arizona – Biden leads Trump by 0.3% on average. Trump leads Sanders by 5% and Warren by 2%.

North Carolina – Biden leads Trump by 3.4% on average. Sanders also leads, Trump beats Warren.

Georgia and Ohio there isn’t enough polling data to make a credible comment. In Texas Trump leads Biden by 0.5%. In Iowa Trump leads all candidates by 3% or more.

On the Democrat side in New Hampshire Biden leads Trump by 6%.

Now, this does NOT mean that I’m predicting Biden will defeat Trump 333-205.

Or that Sanders beats Trump 278-260.

Or that Trump will beat Warren 270-268.

But to reverse my questions above:

Do the Democrat candidates presently lead in the polls in enough states that they COULD win? Yes.

Are they so far ahead in enough states that they probably WILL win? No. Not at all.

We don’t know who the candidate will be. Or their running mate.

We haven’t had the national conventions.

And the formal campaign on both sides hasn’t started.

Plus… MARGIN OF ERROR.

So none of the above matters.

And my aim is not to make any prediction.

My aim is to prove that this race is WIDE open and anyone who says it’s not is talking emotional rubbish!

To further this, in the 2018 House of Representatives election, the popular vote went:

Republican – 44.8%

Democrat – 53.4%

A lead like that would certainly win the Electoral College for the Democrats.

 

In 2018 Senate races in key states:

Michigan – Democrats won 52%-46%

Pennsylvania – Democrats won 56%-43%

Wisconsin – Democrats won 55%-45%

Florida – Republicans won 50.06%-49.94%

Arizona – Democrats won 50%-48%

North Carolina – no election

Again, all this proves is that key states are in play. Nothing more.

 

There is a narrative that Trump has had enough wins to keep the 2016 Trump voters happy, and the Democrats are too far to the left, so Trump wins easily. That is possible.

There is a narrative that a Democrat who isn’t Clinton gets swing voters and anti-Trump Republicans who stayed home in 2016 out to vote, and the Democrats win. That is also possible.

We don’t know.

The only thing we know is that the election IS in play.

And I await comments on this post from people who have totally missed the whole point of the exercise 🙂

 

[Note – all averages as per Real Clear Politics]

 

US elections – Part 1 – The Democrat Primaries

With the US Presidential election this year, I’ve noticed that even more than ever most social media comments on outcomes are less a case of analysis of likely results, and more a statement of desired outcome dressed as a prediction. So, here’s a few posts that will aim to pull back on that a little.

Today, Part 1, the Democrat Primaries.

Candidates will compete in elections across the 50 states, DC, and other territories to win delegates to the nominating convention. 1,990 delegates assures a candidate of the nomination on the first ballot.

The Iowa caucuses are less than a month away, on Feb 3.
The New Hampshire Primary is Feb 11.
The Nevada Caucuses Feb 22.
The South Carolina Primary is Feb 29.

Below is a chart of the winners of Iowa/New Hamphsire/South Carolina since the modern system developed. Those who went on to be their party’s nominee are highlighted, and sitting Presidents seeking re-election are coloured grey.

There are essentially two ways to win the nomination. The first is to be the clear national leader, and convert that into multiple quick wins. If this occurs again, former Vice President Biden must be the favourite, presently being a full 10 points ahead of the rest of the field in the RCP polling average.

The other path is to slog it out state to state.

As you’ll see, every single nominee as won at least one of the states on the chart, oftentimes two.

No photo description available.

The present leading candidates in those states are:
Iowa – Buttigieg
NH – Sanders
SC – Biden

Elizabeth Warren is polling 3rd nationally, however, she’s also polling 4th in Iowa, 4th in NH, and a very distant 2nd in SC. If Warren can’t win one of these Feb contests, I don’t see a path to her winning the nomination.

The ability to stay in the contest (and indeed, to organise and get out the vote for elections) depends on cash. The 4th quarter fundraising numbers for the top 4 candidates was:

Bernie Sanders: $34.5 million
Pete Buttigieg: $24.7 million
Joe Biden: $22.7 million
Elizabeth Warren: $21.2 million

This suggests if the early races split, there could be a longer fight, with candidates able to stay in the race.

HOWEVER!

March 3 is Super Tuesday. This includes races in California, Texas, Massachusetts, Maine, Missestoa, Vermont, and eight other (mostly southern) states. A sweep by a candidate in these (presumably Biden, given this perceived strength in the south) could effectively end the whole process.

Polls in these states at the moment are basically meaningless, as voters will shift based on the winners in the early states.

So, Biden remains the clear favourite.

If Buttigieg can win Iowa (polling leader) AND New Hampshire (polling second) its possible that the race becomes a “north v south” race between him an Biden, with Sanders winning the odd race here and there.

On the other hand if Sanders can knock Buttigieg out, that probably clears the field for Biden.

The only path for Sanders is that he wins the early states well enough to be a contender, but not SO well that clears the field; I contend Sanders does better in a split race.

Of course, the election watcher’s dream is that NO candidate can get the 1,990 delegates to lock in the nomination ahead of the convention, and its fought out old school on the floor (cf The West Wing season 6).

Is there a scenario where this happens? Sure. But parties have a way of getting things down to a two horse race, which makes the probability of one candidate getting a majority much higher.

A couple of general points:

Different states have different rules on who can vote. Some allow only registered Democrats, some allow registered Democrats AND independents, and some allow anyone to vote for the Democrat primary. Given there is not seriously contested Republican Primary, a lot of swinging voters/independents and some Republicans will vote in the races. This is an important balance to the “the Democrat activists have all swing to the left” contention.

Also, understand the Bloomberg is NOT on the ballot in NH, Nevada or SC, making Iowa his ONLY shot at an early win.

Final point: primary races are fluid. One really bad debate performance can end a candidate (ask Marco Rubio). Likewise an upset win can keep a candidate in long past expectation (cf Rick Santorum).

But again, multiple second places don’t get you the nomination. For a candidate to have a path, they really need an early WIN.