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Will Marine Le Pen's conviction really keep her out of French politics?
Ian Bremmer's Quick Take: A Quick Take to kick off your week. Turning to France where Marine Le Pen, who has long been the leader of the National Front, now renamed National Rally Party, and principal contender her party to win French elections in 2027, which would be an absolute turning point in French elections, as meaningful for France as Trump's second win in 2024 in the United States, has been found guilty in a criminal court in France of embezzlement charges up to $500,000 directly and millions of dollars in terms of mishandling the way European funds were being used for staffers, including her sister and her best friend and a bodyguard. Not a political case at all, actually just a criminal court. Nobody arguing that the judge is particularly politicized here. And while two of the years of the jail term's suspended, the first two years, she has to wear an ankle bracelet. So we'll probably get a video of that real soon. I'm sure it'll be fashionable, since it's France.
But the point is, this would prevent her from running in 2027. And that would mean that Bardella, who is number two essentially in that party, all of 29 years old, nowhere near as popular as Le Pen and would completely tank the ability of the National Rally to win, would become the candidate. It is too early to say that this ban is going to stand up. She has an appeals process. She can bring it to the French equivalent of the Supreme Court, a constitutional counsel, to answer what'll be called a priority question of whether her immediate five-year ban from politics before her appeals against the conviction can stand as valid. And there's a very good argument that has been made in the plaintiff's favor in recent cases that this would not stand. And that while her appeals are going on, she would still be eligible to run, and indeed, she'd be able to go through this appeals process through 2027.
So what now looks like and is being reported in the English language press as she's being thrown out of politics probably isn't going to stand. So in other words, Le Pen out for now. Le Pen probably back soon. And France, in 2027, a really significant, maybe watershed moment from where European politics are going to go. Because if you look at politics right now, you have Friedrich Merz, probably shortly after Easter going to be putting together his grand coalition government, very strongly pro-Europe, very centrist government. You have Meloni, who certainly has a good relationship with Trump, but nonetheless, very strongly pro-EU and very much wanting to act as a bridge to support the EU in using her relations in the United States to be effective in that regard. Macron same, and even Keir Starmer in the UK, post-Brexit, yes, but wanting to be seen as a European leader. Hence taking the lead with Macron in all of these Ukraine summits. That's for now.
But as we look forward to what politics in 2027, '28, '29 look like in Europe, we could easily see that in Germany, suddenly Alternative für Deutschland could do better. Especially if the economy is not doing well. And could force the Germans to be in a position where they would have to enter a coalition with them. In France, very much the National Rally Party and Le Pen still in contention. In the UK, the Reform Party in contention too. So the end of Trump's term for Europe and the transatlantic relationships looks radically different than the beginning of Trump's term. And today's news headlines on France are a blip, not a structural shift. Watch this space as Le Pen is still very relevant indeed. That's it from me, and I'll talk to you all real soon.
French Prime Minister Michel Barnier reacts during the result of the vote on the first motion of no-confidence against the French government, in Paris, France, on Dec. 4, 2024.
Lawmakers vote to oust French government
Just three months ago, President Emmanuel Macron chose Barnier to lead the government after elections earlier this year empowered Macron’s critics on both the left and right, but without giving either side a working parliamentary majority.
On Monday, Barnier tried to break a bitter legislative deadlock over his proposed state budget, which proposes sharp state spending cuts, by using a constitutional provision to push his package through without a parliamentary vote. Barnier haswarned that France spends more to service its debt than on defense or higher education.
Lawmakers were then faced with a choice: Accept Barnier’s powerplay or vote no-confidence in his leadership. They chose to oust him and his budget, and France will now face weeks, perhaps months, of political uncertainty as lawmakers of the left and right fight for control of an institution that neither has enough votes to lead.
Some critics have suggested the only way out of this impasse is for twice-elected President Macron to resign, allowing for elections next year rather than in 2027 as currently scheduled. Macron, though deeply unpopular, has dismissed that idea as “make-believe politics.”
It appears Macron will ask Barnier to remain as prime minister until a replacement can be named, but it will be months before voters can return to the polls. New elections can’t be held within a year of the most recent vote, which took place in July. France’s polarized politics have now left its government unable to pass a budget. It’s unclear how this problem can be resolved.France's President Emmanuel Macron looks and gestures after his vote in the second round of France's legislative election.
France faces political deadlock
After the right-wing National Front looked poised to win the most seats in France’s first round of parliamentary elections, left-wing parties and Emmanuel Macron’s centrist allies worked together to fight back. The big question now is whether they can work together to lead France going forward.
The NPF was created as a coalition of left-wing parties to pull as many votes from the far-right as possible. They then teamed up with the centrists to pull over 200 candidates from three-way races where the right had a chance of clinching a seat. The strategy worked, resulting in the New Popular Front – the coalition of left-wing parties – winning 182 seats, Macron’s centrist allies winning 163, and the right-wing National Rally winning 143 after Sunday’s vote.
But now that the NPF and the centrist coalitions have defeated their common enemy, they share little common ground. Many parties in the NPF, for example, are adamantly opposed to Macron’s pension reforms and economic agenda. Meanwhile, since they won the majority of the vote, the NPF is looking to wield more power. Far-left leader Jean-Luc Mélenchon, whose party won about 75 of the NPF’s seats, is proclaiming that Macron has a “duty” to name a prime minister from the left’s coalition. But internal divisions over economic and foreign policy are likely to cripple the bloc.
The upshot: Since none of the three got remotely close to the 289 seats needed for a majority, and they don’t seem prepared to work together, the country is likely hurtling toward political gridlock and instability.
Demonstrators celebrate during the New Popular Front’s election night after announcing the voting primary results for 2nd tour of the French legislative elections, in Paris on July 7, 2024.
French left-wing coalition tops election results
The New Popular Front won 182 seats in France’s National Assembly and became the largest party in a shock result from Sunday’s second-round vote, but no party has the numbers to form a governing majority.
Voter turnout was at its highest level in a generation – with the electorate likely spurred on by the far-right National Rally party, aka RN, coming in first last weekend. On Sunday, the RN fell far short of expectations, placing third with 143 seats. But fear of Marine Le Pen’s party did not drive support for Emmanuel Macron’s centrists, as it did in 2022 and 2017 — voters found a way to deny her a government while punishing the deeply unpopular president at the same time. Macron’s party lost seats despite coming in second at 163 seats, and Prime Minister Gabriel Attal offered his resignation.
What happens now? The NFP itself is a deeply unstable alliance of necessity, with bitter rivalries between the leaders of its constituent parties. It’s hard to imagine them staying together, but Macron is likely to try to form a “Rainbow Coalition” of centrists and leftists to govern with full powers. He’ll have to make major policy compromises to keep it together.
Failing that, Macron can implement a caretaker government with more limited authority until he can call another snap election in 12 months.
“France now faces a period of deep, political confusion which could be exploited by Le Pen,” says Eurasia Group’s Mujtaba Rahman. “The other squabbling, political forces of left, right, and center will struggle to agree on anything in the months ahead to soften the French electorate’s anger or anxieties about immigration, the cost of living, public services, or the exploding budget deficit.”Marine Le Pen, member of parliament and French far-right National Rally.
National Rally seeks allies as French legislative elections head into round two
As France prepares for its second round of legislative elections this Sunday, Marine Le Pen’s far-right National Rally, aka RN, party has announced that even if it falls short of an outright majority, it will attempt to form a majority government by drawing allies from the conservative Republicans party for parliamentary backing.
The announcement comes after the RN beat President Emmanuel Macron’s centrist coalition in the first round. It’s expected to prevail – if narrowly – again on Sunday.
“It's not a change in direction because she is still saying they won’t form a minority government,” says Eurasia Group’s Europe director Mujtaba Rahman. “But she is saying that if they come close they will try to pull allies over from the hard right of the Les Républicains and then form a majoritarian government.”
It remains unclear, however, whether she and Jordan Bardella, the party’s chief and candidate for prime minister, will succeed. Éric Ciotti, the then-leader of the Republicans, caused outrage and was forced to leave the party last month when he teamed up with the RN.
In a bid to deprive the far right of a 289-seat majority, Macron’s alliance is working on pulling some of its third-place candidates ahead of Sunday’s run-off, and the left-wing New Popular Front has said it will pull all of its candidates. So far, 202 have dropped out – 127 from left-wing parties and 75 from Macron’s centrists.
If Le Pen’s RN succeeds in winning friends from other parties after the second-round vote Sunday, it would further normalize the far right in French politics and could usher in a far-right government in France’s parliament.
Le Pen’s already making post-election plans. Members of her party in the European Parliament’s Identity and Democracy group plan to meet with EU allies next Monday to discuss the future of the far right Europe-wide. Many are considering whether to join a new populist alliance announced this week by Hungary’s Prime Minister Viktor Orban.
How the Supreme Court immunity ruling changes presidential power
Ian Bremmer shares his insights on global politics this week on World In :60.
What does the Supreme Court's immunity decision mean for Trump and the future of presidential power?
Well, for Trump, the first thing it means is that you're not going to be hearing about on the case of his involvement in January 6th. All of that gets punted until after the election earliest, assuming Biden wins and more likely these days, Trump. The case is kind of a dead letter. More broadly for presidential power. We're talking about immunity for all official acts that are engaged in during the course of a person's presidency. Now, in dissent, Justice Sotomayor, who's pretty far left on the court, has said that this doesn't prevent a president from engaging in treasonous acts and makes the president a king. Most jurists don't accept that, but it certainly does lead to huge questions about what is and what is not an official act. And of course, presidents would be inclined to argue that very broadly to be able to avoid the potential at any cases against them. So this is a pretty significant, not necessary momentous, but certainly very significant decision by the court.
With the far-right surging in the French elections, what would a caretaker government in France mean for Europe?
Well, it is more likely that we see a caretaker government than we see a far-right majority. And the efforts by President Macron and the left to ensure that they are not running against each other in the second round, triangular three-person elections make it more likely that you have a hung parliament. Then you have the far right in a cohabitation of this very unusual situation where the prime minister is opposition to the president. But what's going to happen is that you have a very, very weak French government and that almost nothing can pass in the next 12 months until another election would occur. It certainly makes Le Pen stronger. It makes it more likely that the far right is eventually able to defeat a Macron successor from the center in 2027.
And it also makes it more likely that the French budget is out of whack with the EU. They're not able to pass anything that looks like a balanced budget, that more parliamentary approvals for things like, additional support for Ukraine or training troops on the ground, would have a hard time getting through the French parliament if it requires such a vote. So it's a real challenge for the EU. It's a challenge for France.
Does the West have any concerns with Modi's upcoming visit to Russia?
Not really. The West relationship with Prime Minister Modi is very strong. Modi is increasingly decoupling the defense relationship between India and Russia. They buy a lot from Russia. No Indian technology goes to Russia the way that it does from China, for example. So you don't have that dual use problem. And India buys an awful lot of oil from Russia, at a discount. But that is in line with American and the West's policies, because they don't want a global recession. Modi and Putin, in principle, are supposed to visit each other every year. That hasn't happened. And so this is sort of getting that relationship in that regard on track. But I think there's not a lot strategically that the West is worried about near term here.
Marine Le Pen, French far-right leader and far-right Rassemblement National (National Rally - RN) party candidate, reacts on stage after partial results in the first round of the early French parliamentary elections in Henin-Beaumont, France, June 30, 2024.
Can Le Pen rewrite French politics next week?
Marine Le Pen’s far-right National Rally party, aka RN, topped the first round of voting on Sunday, winning about a third of the French vote – the best showing in the party’s half-century history. But in next Sunday’s round two, will she be able to win a majority?
Non: Macron’s Ensemble party, which placed third with about 20%, is hobbled, but the left and center right are also closing ranks against Le Pen. In hundreds of races, they’re withdrawing third-place candidates to consolidate direct challenges to RN. Respected pollsters predict about 270 seats for Le Pen, 19 shy of a majority.
That would mean a chaotic, hung parliament and a caretaker government overseen by a technocrat. President Emmanuel Macron would be a lame duck for the last three years of his presidency. Count France out of any major EU initiatives during that time.
Oui: If collapsing most races into two-way contests alienates voters and suppresses turnout, the RN benefits from greater motivation among its base. And of course, pollsters have historically had trouble accurately predicting RN’s appeal.
The loser: In calling these snap elections after Le Pen surged in European Parliament elections, Macron gambled that, as in the past, the French people would have little appetite for far-right rule at home. No matter what happens next Sunday he – and the liberal centrist movement he has built – have lost that bet.
Marine Le Pen, French far-right leader and far-right Rassemblement National (National Rally - RN) party candidate, speaks to journalists after partial results in the first round of the early French parliamentary elections in Henin-Beaumont, France, June 30, 2024.
French election: Far right wins first round
Marine Le Pen’s far-right National Rally won the first round of France's election on Sunday with 33% of the vote, while the young left-wing New Popular Front alliance took around 28%. President Emmanuel Macron’s gambit to capitalize on fear of the far right failed to generate excitement for his Ensemble alliance, which placed third with roughly 21% of the vote.
That said, Le Pen’s party is expected to win between 230 and 280 of the 577 seats in the National Assembly after the second round of voting on July 7. That would put them short of the 289 seats needed for an outright majority, but with enough to make it difficult for either the NFP or Macron’s alliance to form an easy coalition.
Turnout on Sunday was unusually high, around 59%, fully 20 percentage points higher than the contest in 2022. We’re watching how well that interest holds up in round two, as well as whether Macron’s efforts to coordinate with the NFP to deny the RN a majority bear fruit. If they can agree to turn competitive three-way second-round races into likely losses for the RN by strategically withdrawing candidates from certain districts and thereby consolidating anti-RN votes, they may be able to prevent a far-right majority.
The likely result will be a hung parliament, says Eurasia Group’s Mujtaba Rahman, meaning Macron would form a caretaker government with much reduced power. “France is now facing the prospect of an enfeebled caretaker government before new elections in 2025, which will leave this G-7 power and UN Security Council permanent member largely rudderless for a year.”