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Brits say bye-bye to Tory rule
British voters put a new spin on the Fourth of July today, freeing themselves from 14 years of Conservative rule. Labour won in a historic landslide, making party chief Keir Starmer the United Kingdom’s new prime minister.
In May, following news that inflation had slowed to 2.3%, then-PM Rishi Sunak called for a July election even though he could have waited until the end of the year. He tried to capitalize on the good inflation news and has spent the last six weeks campaigning up and down the country in a bid to win support.
But polls have consistently favored Labour by a wide margin. In the end, Labour secured 412 seats to the Conservatives’ 120. On Friday, King Charles invited Starmer to form a new UK government.
What will change? Domestically, Starmer has pledged to lead a “pro-business and pro-worker” government while facing “hard choices” for public spending. The party plans to work on “wealth creation” and, among other goals, aims to create a new publicly owned clean power company. In terms of foreign policy, Starmer is pro-NATO and pro-Ukraine, like Sunak, but he will take a different approach to the European Union to rebuild trust in the post-Brexit era.
Will the UK rejoin the EU? Not so fast. Starmer says he has no plans for a “Breturn” and does not believe the country will rejoin in his lifetime. That said he’s still looking to reset ties with the EU. According to Ian Bremmer, Starmer has developed a strong rapport with European Commission President Ursula von der Leyen and intends to expand Britain’s foreign policy cooperation. “He plans to propose a wide-ranging UK-EU security pact as well as bilateral defense agreements with Germany and France,” Bremmer wrote for GZERO.
“Longer term, he wants to return to something akin to a customs union in all but name.”
Graphic Truth: 2024 Euro Cup of Approval
The Euro Cup kicked off on June 14 and is now down to the final eight, with the beautiful game having seen its fair share of victories and upsets in recent weeks. At the same time, battles have been waged on the political stage, with the far right surging first in European Parliament elections and then in the first round in France this past weekend.
All this talk of soccer and politics made us wonder … how well would these countries compete if the matches were decided based on national leader approval ratings?
Soccer powerhouses England and France are favored to dominate the Euros. But their leaders, Prime Minister Rishi Sunak and President Emmanuel Macron, both of whom suffer from low approval ratings (and are watching their electorates head to the polls this weekend), wouldn’t generate the same optimism on the pitch.
What happens when we swap national sides for leaders – is your favorite team still in with a chance?
Hard Numbers: Sunak shows up, Indonesia busts cyber racket, US sentences drug-trafficking ally, West Africa puts a price on security
50-50: British PM Rishi Sunak may be on the ropes these days — his polling numbers are in the gutter, his party is engulfed in a betting scandal, and he even got roasted by Menswear guy. But in his debate against Labour leader Keir Starmer this week, he managed to perform well enough (hammering Starmer for having no real plan for “change”) that straw polls showed a 50-50 tie. Still, with Labour ahead by double digits going into the July 4 election, Sunak’s days are numbered.
103: Indonesian authorities arrested 103 foreign nationals suspected of being part of a cybercrime syndicate on the island of Bali. The suspects – who included citizens of Taiwan, China, and Malaysia – had reportedly been abusing their residence permits as well. Indonesia’s rapidly growing e-commerce and tech scene has made the nation particularly vulnerable to cybercrime: It ranks eighth among Asia-Pacific nations when it comes to cyber security.
45: A US judge has sentenced the former president of Honduras, Juan Orlando Hernández, to a whopping 45 years in jail on drug trafficking charges. Hernández, 55, was convicted of accepting millions in bribes to conceal cocaine shipments to the US during his time as president from 2014 to 2022. The irony? He was publicly working with Washington in the War on Drugs.
2.6 billion: What’s it gonna cost to protect West Africa from terrorism and coups? $2.6 billion a year, according to ECOWAS, a regional bloc. Meeting in the Nigerian capital of Abuja, the organization said it would need a 5,000-strong force to help keep order in a part of Africa that is suffering rising jihadist violence which has contributed to a rash of coups.
Viewpoint: Expect more drubbings for incumbents in France and the UK
Upcoming elections in France and the UK appear likely to deliver historic defeats for both countries’ ruling parties in a challenging electoral cycle for incumbents around the world. The polling shows the centrist alliance led by French President Emmanuel Macron’s Rennaissance party trailing both the far-right National Rally and the left-wing New Popular Front ahead of the legislative elections on June 30 and July 7 – pointing to an extremely difficult government formation process.
Meanwhile, the UK’s ruling Conservative party's dire polling ahead of the July 4 elections has prompted speculation of an “extinction event” that renders it virtually irrelevant in the next parliament. These votes follow others in countries including South Africa and India where the incumbents performed worse than expected.
What’s going on here? Eurasia Group expert Lindsay Newman says it’s a “long-COVID story” of the pandemic’s economic aftershocks fueling a political backlash. We asked her to explain.
This year is shaping up to be a bad one for incumbents. What are the lessons from elections so far?
In a series of surprise electoral outcomes, the ruling parties in South Africa and India both lost their parliamentary majorities, while the government-backed candidate lost Senegal’s presidential election to a little-known opposition figure. The driving narrative in all three is the long-COVID story – more specifically, historically high inflation levels.
Mexico, where ruling party candidate Claudia Sheinbaum easily won the presidential election, is one country that bucked the trend. Sheinbaum benefited as the hand-picked successor of the popular President Andrés Manuel López Obrador, who has advanced an agenda focused on addressing economic headwinds through job creation and wage increases.
Can you explain the long Covid effect a little more?
Following the economic dislocations of the pandemic, inflation has been elevated and persistent around the world. We have higher-for-longer cost of living pressures and unemployment rates – factors that are shaping how voters think and particularly what they think about their governments. Pocketbook issues always tend to be salient during elections, and many peoples’ pocketbooks seem especially light in the aftermath of the pandemic.
So, do you think this trend will continue this year — for example, in the outcomes of the elections in France, the UK, and the US?
That’s what the polling is telling us. The electoral reckoning with post-pandemic conditions, including the inflation shock, is a global story. The outcomes thus far in 2024 suggest this will remain a difficult cycle for incumbents. We have to expect more of the same in these upcoming elections.
Interestingly, the political backlash seems to be coming even in relatively healthy economic environments, right?
There is nuance to what we are seeing. Voters are responding to how they feel about the economic environment they find themselves in, rather than the statistics or the nuts and bolts of the economic outlook. In the case of the US, for example, the country’s economic recovery has been one of the bright spots of the post-pandemic period, yet it’s not perceived that way domestically, and surveys show that inflation, the economy, and immigration are key concerns for voters going into the fall.
There was a similar dynamic at play in India, which has one of the world’s fastest-growing economies, yet the felt experience of unemployment, rising prices, and inequities is likely behind the election results.
How worried are you about the potential for this backlash to destabilize political systems around the world? Where do we go from here?
Given the disruption and disorder we have seen over the last five to ten years, we have to expect more rather than less uncertainty ahead. This year’s voter backlash ties into another trendline I have been watching: a rising new radicalization of attitudes as well as actions. It has its roots in tectonic shifts in well-established public opinion, such as the 18.5-point average decline in support for Israel across dozens of countries registered by a January poll. Another driver is a broad political realignment away from the center and toward the poles.
The political consequences of these shifts are seen in the US in President Joe Biden’s outreach to younger and more progressive voting blocs and in Donald Trump’s appeals to his base. In Europe, nearly one-third of voters now opt for antiestablishment parties, either on the far right or far left, while in Latin America, antiestablishment candidates have secured a wave of victories in the post-pandemic period. We will get through the 2024 election cycle, but the risky times are likely to persist as these dynamics continue to ripple through the global system.
Edited by Jonathan House, senior editor at Eurasia Group.
Hard Numbers: Panthers win first Stanley Cup, Liberals lose in longtime stronghold, Dali set free, Deadly South Korean fire, Tories can’t cash out, Rising German Islamophobia
2: The Florida Panthers won their first Stanley Cup Monday night after beating the Edmonton Oilers 2-1 in the Panthers' hometown of Sunrise, Florida, outside Miami. It was a devastating blow for Canadian fans, who had watched the Oilers claw their way back after the Panthers established an early 3-0 series lead. The incredible tiebreaker ended with the Panthers on top – and with the Stanley Cup staying in the US for the 31st consecutive year.
30: Conservative candidate Don Stewart’svictory Monday in Toronto-St. Paul’s, a Liberal stronghold for over 30 years, signals significant voter discontent with Prime Minister Justin Trudeau’s handling of issues like the housing crisis, inflation, and the war in Gaza. This upset raises questions about Trudeau’s leadership and suggests huge vulnerabilities for the Liberals ahead of next year's election as similar vote swings could jeopardize what were once assumed to be “safe” seats.
3: Almost three months after the cargo ship Dali crashed into and collapsed the Francis Scott Key Bridge in Baltimore, the ship is nowheaded to Virginia for repairs. The Dali lost power on March 23, causing it to veer off course into the bridge, claiming the lives of six construction workers, and destroying the Baltimore bridge, a $1.9 bil and four-year restoration project.
22: A fire in a lithium battery factory outside of Seoulkilled 22 workers, mostly Chinese migrants, and injured eight on Monday. Authorities suspect the fire – one of the country’s deadliest in recent years – erupted because of an explosion in the plant containing roughly 35,000 batteries and have opened an investigation.
5: Insider betting is a no-no. A fifth Tory is now under investigation for allegedly placing bets on the date of the July 4 UK election – before Prime Minister Rishi Sunak made the announcement. The allegations mean more negative press for the beleaguered Conservative leader, who is facing calls to suspend the party figures being investigated.
1,926: Islamophobic crimes more thandoubled in Germany last year, according to the lobbying group Claim – totaling 1,926 criminal cases, more than 1,000 over 2022. Claim noted a significant spike in Islamophobic-motivated crimes following the Oct. 7 attack, with over 60% of 2023’s attacks falling in the last three months of the year.
Sunak picks a generation fight
The golden rule of desperate politicians? Find a target, pick a fight.
In Britain, they are frantically rewriting dictionaries to ensure the word “desperate” is spelled “Sunak” after the poll-parched British PM Rishi Sunk – I mean Sunak – launched his campaign for the July 4th election.
Because Ian wrote about Sunak’s quizzical election call yesterday in his GZERO newsletter, I won’t warm over the fandango of foozles that have left Sunak a gaping 27 points behind Labour – from the now infamous rain-soaked “Drowning Street” launch to his follow-up visit to the Titanic shipyard. But desperate times call for desperate policies, so as sure as Pimm’s at Wimbledon, Sunak has predictably picked a target: young people.
“There’s no doubt that our democratic values are under threat,” Sunak said as he sprung a new promise to bring back a compulsory service for young people in Britain decades after the last one was disbanded in 1960. “That is why we will introduce a bold new model of national service for 18-year-olds.” For once, a Sunak policy announcement made more headlines than his campaign clangers.
The plan would require that all 18-year-old Brits give a year of service in the military (up to 30,000 people could do this) or, for the rest of the 700,000 members of that demographic, some other form of community service for one weekend a month, working with organizations like the police, NHS, and fire service.
The plan would cost about 2.5 billion pounds a year and its goal is to unite diverse Britons in a shared mission of values, selflessness, and service.
How popular is the idea? According to a new YouGov poll, 47% of Brits support the idea, while 45% oppose it. Even better for Conservatives looking for a wedge: 63% of folks over age 65 – voters who go to the polls and who often vote Conservative! – support the idea, and 53% between the ages of 50-64 support it. That adds up to a winning issue for Sunak.
Who’s against it? The vast majority of young people, with 65% of those aged 18 to 24 and 47% between the ages of 25 and 49 opposed to it.
This is what you call an intergenerational political war. For a policy meant to unite the country, the first thing it has done is divide it.
Still, to Sunak’s credit, the idea has got folks talking and it has merit. He has finally seized back some control of the agenda with a provocative idea instead of a pratfall. He has pointed out that a similar program has been successful in Sweden and that he is building on David Cameron’s 2010 volunteer program, the National Citizens Service, which is still in place.
There are also similar programs in the US and Canada. Every year over 200,000 young Americans participate in AmeriCorps, getting them to volunteer in community programs across the country, while generations have gone overseas to work in the Peace Corps, the famed international development program set up by President John F. Kennedy in 1961.
In Canada, Prime Minister Pierre Trudeau started a youth volunteer program called Katimavik in the late 1970s. It’s now funded under the larger Canada Service Corps, which gets young people experience in community-based programs.
All these programs are seeds of the Kennedy “ask not what your country can do for you” generation. In principle,it’s a very good thing for leaders to push for public service and to engage with youth, giving them guidance, skills, opportunity, and structure.
However, the difference between AmeriCorps or Katimavik and Sunak’s idea is that the former two are voluntary programs, not mandatory ones. If a government wants to impose mandatory service on a generation, it would be wise to spend a long time socializing the idea, getting support, and, in general, building a consensus. Springing it on the public and using it as a major campaign platform signals to young people that they are the problem Britain needs to fix.
Really? The problem is young people? It’s not the self-inflicted wound of Brexit, which Sunak supported, that tanked the economy? It’s not the struggling NHS health care system? It’s not years of inflation, high housing prices, climate issues, security issues, immigration challenges, or the scandals that have riven the government for 14 years? Nope, forget all that. The problem is the 18-year-olds who inherited this screwed-up world. Now they are being told they must fix it.
No wonder they don’t like the idea. The young people who will be forced to start this program were only three and four years old when the Conservatives took power and steered the country to this desperate point. These same young people already had one mandated behavior policy forced on them during COVID, when they were told they must stay inside their homes for the good of the country. Now, the same folks who made them lose precious years of socializing while they held secret COVID parties at Downing Street and drinking merrily are telling youths they must “get out of the house for the good of the country.” Stay in. Get out. Make up your mind, old people.
Drafting young people into service to clean up a mess they did not make is as old as politics – every wartime draft faces this issue – but it can also point to a deep lack of accountability by governments, especially those that rely on older voters for success.
Encouraging public service is a good thing, but politicians might first want to do their jobs and create a high-growth economy before forcing young people to work (or “volunteer”) to fix the very system the politicians got paid to break.
Here is an idea. Maybe Sunak & Co. should offer to work as volunteers for one full year as politicians – do their job for free for 12 months – as an example of public service to young people.
Is that a fight worth picking? Politicians forced to work for free in service of the country they are leading? Outrageous. No way. Would never fly.
Especially when they can get young people to do the job for them.
UK Prime Minister Sunak's push for early election will hardly boost his chances
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from Halmstad, Sweden.
Does the decision by Norway, Ireland, and Spain to recognize Palestine as an independent state further increase the isolation of Israel?
Not necessarily, but it does further reinforce the determination that is there throughout the international community, I would say, that it's only a two-state solution that over time, can bring peace and stability to the troubled region of the Middle East. In that sense, of course, Prime Minister Netanyahu and his resistance to move towards a two-state solution is increasingly isolated in the global community. And this particular decision is a further sign of that.
Does the decision by the UK Prime Minister Rishi Sunak, to call an early election increases his possibility to retain his position at Downing Street?
Hardly likely, I would say. There are different theories why he decided to do the gamble. And though, it’s early for an election, it's not quite certain it would have been better to, it could have been equally bad to wait. So, he probably said, “Let's just get over with it.” But the Conservatives are 20% behind in opinion polls. It might not be that bad when it comes to the election. Election campaigns tend to have the effect of changing these particular figures, slightly. But the likelihood of, him still being prime minister of the United Kingdom by the end of July, that is, I have to say, very slim.
- Sunak says the UK is ready to deport asylum-seekers to Rwanda ›
- What does the UK’s Sunak want from Biden? ›
- Sunak fires the starting gun ›
- What will happen in the U.K. general election? ›
- Britain’s next prime minister ›
- Ian Explains: How political chaos in the UK, France, & Canada impacts the US - GZERO Media ›
A summer of discontent
Facing elections and down in the polls, Joe Biden and Justin Trudeau have a lot of bogeys on their radar, but three are starting to stand out: the election call in Britain, Labor strife in Canada, and the rising and potentially self-defeating political popularity of tariffs.
1. Rishi Sunak’s Soggy Snap Election Surprise: Comeback Miracle or Cautionary Tale for Incumbents?
After 14 years of Conservative rule in Britain, Labour now has a chance to take the helm. Beleaguered Prime Minister Rishi Sunak held a rain-drenched (read: pathetic) fallacy of a media conference yesterday to announce a surprise July 4 general election. Why did he do it? Most analysts expected Sunak to drag it out until late fall, giving himself at least two years as PM – 14.8 times longer than the wilting 49-day head-of-lettuce term of Liz Truss, who Sunak replaced in 2022. They were wrong. The Tories are down 20 points in the polls, so when Sunak saw inflation finally fall to the target rate of 2.3% – a rare win – he reckoned it wouldn’t get much better in the months ahead. A summer election could mean low voter turnout, which usually helps the incumbent.
Joe Biden and Justin Trudeau are watching closely. Both are also incumbents facing low polling numbers and an electorate that believes (facts be damned) that things are worse than ever. If Sunak can somehow turn it around – and that’s a big “if” – it would answer a core question: Can falling inflation rates reinflate incumbent popularity? Will people ever believe things are getting better? Biden and Trudeau hope so.
Sunak’s July 4 election will likely end in ashes, not fireworks, for British conservatives, but Biden and Trudeau will pick through the coals and see what they can learn from the fire.
2. How to Fight Your Own Base Without Losing Their Vote?
Everyone reading this column will be familiar with the return-to-work debate. How often are you required to go back to the office post-pandemic, and how much do you want to work from home? Two days, three days, or more? I would be interested to hear your thoughts on that, and you can send them my way here.
In Canada, the debate has been reignited by the federal government’s decision to get public servants back in the office … wait for it … three days a week starting in September. Currently, they work two days a week at the office.
This is not a pay cut. This is not a downsizing. This is simply a back-to-work policy that is in line with almost every other industry. But the unions have gone ballistic, threatening a “summer of discontent” that could include disrupting borders.
File this one under the department of “With friends like these …” After all, the Liberal government has increased the size of the federal civil service by 42% since 2015. Last year, the feds signed a deal with the union leading the call to protest, the Public Service Alliance of Canada, giving them a pay increase. But here is the kicker: The deal both agreed on gave the federal government power to decide on back-to-office schedules. The same union that agreed to that is protesting it now.
There is no such thing as a permanent friend in politics, only permanent interests, but this is a classic stab in the front. Trudeau needs the public sector unions to win a federal election in the next year, and like Sunak he is nearly 20 points behind in the polls. He does not want to pick a fight with a powerfully motivated base. Except for one problem: This is a fight he can win because this is a fight the public supports.
In a new poll out today, Angus Reid found that 50% of Canadians agree with the Federal government and want workers back in the office. Voters over age 55 — the kind who show up at polling stations – really can’t stand the union position, with 79% of them saying “get back to the office.”
Meanwhile, 28% of Canadians “view federal government employees as overpaid,” while 75% say federal workers “have better working conditions than others,” including 73% of Liberal voters. In other words, Justin Trudeau could win this fight and would have the support of the electorate, but he needs every part of his base possible, so he is desperate to avoid this one as well.
The same is true for his main opponent, Conservative leader Pierre Poilievre. You might expect him to be taking huge swings at unions and entitlements as his goal is to cut the size of government, but he’s staying out of this one as much as he can. His own riding is in the Ottawa area, the ground zero of public servants, and he doesn’t want their ire turned on him, which could hurt his electoral chances and take the pressure off Trudeau. So who is afraid of public servants going back to work three days a week? Everyone.
Like Biden, who supports Israel’s fight against Hamas but is now losing the support of young voters, Trudeau has to be careful about the battles he picks. Since 2022, he has had a supply and confidence deal with the far-left NDP in order to remain in power. That means the public servants are core to his survival. Despite the polls, if the union folks do have a summer of discontent, Trudeau will be in the worst possible position for a politician: fighting a two-front battle, with Conservatives on the right and the union on the left.
Finally, a half note on tariffs, as Biden is also caught in a pincer move here. As Donald Trump pushes for more trade tariffs to protect American workers, (remember he put a 25% tariff on steel imports), Biden is keeping up the tariff pace, especially with ones directed at goods from China. This week, he announced tariffs on EVs, batteries, and other Chinese exports.
Protectionism is clearly good politics in the US, especially when it comes to China. That is as much about geopolitical rivalry and security as it is about economics, but in general, tariffs are self-defeating economics that lead to higher prices and inflation.
No amount of political hustling on talk shows is going to upend the logic of basic economics. Biden is jammed: On one hand, the average American believes things are worse than ever, but on the other they want him to stand up to China and protect the American worker. Does he risk higher prices and lingering inflation with more tariffs or does he risk alienating his labor base by pushing back against economic isolationism that is suddenly so faddish? For now, he is tiptoeing toward tariffs and trying to avoid the price blowback.
The summer of discontent for Biden and Trudeau is just getting started.