I'd take most things over no deal. Including Corbyn.
As I've said before I'm sure I'm not alone.
I said I'd look more at what Keiran Pedley from Ipsos Mori said yesterday and today. Here are some thoughts, on what shows up, if you look at the hard numbers of the popular vote.
In response to this:
Election Maps UK@ElectionMapsUK
Westminster Voting Intention:
If Election BEFORE 31st Oct:
CON: 37%
LAB: 30%
BXP: 9%
If Election AFTER 31st Oct:
CON: 28%
LAB: 28%
BXP: 18%
Via @ICMResearch
He replied
Keiran Pedley @keiranpedley
Personally would take this with a huge whack of salt.
I agree with him. It not including the LDs is a HUGE omission for a start.
What I'm more interested in is what he said on this thread, but converting it to numbers rather than percentages that are harder to compare.
twitter.com/keiranpedley/status/1169686637711900672
So here goes.
He says based on all the polls available they are predicting shifts in voter numbers as follows
Lab to Lib - 1,931,688 to 3,090,700 votes
Lab to Brexit - 1,287,792 to 1,416,571
Total loss from Labour between 2,704,363 and 4,507,271
Would equate to a popular vote of between 8,370,647 and 10,173,555 for the Labour Party
Con to Lib - 818,201 and 1,500,035
Con to Bxt - 954,568 and 2,863,703
Total loss between 1,772,769 and 4,363,738
Would equate to a popular vote of between 9,272,946 and 11,863,915
LD from Lab - 1,931,688 to 3,090,700
LD from Con - 818,201 and 1,500,035
Total gain between 2,749,889 and 4,590,735
Would equate to a popular vote of between 5,121,799 and 6,962,645
BXP from Lab - 1,287,792 to 1,416,571
BXP from Con - 954,568 and 2,863,703
Total gain - 2,242,360 and 4,280,274
Would equate to a popular vote of between 2,836,428 and 4,874,342
For some reference here is the popular vote for 2010, 2015 and 2017
2010
Con - 10,703,754 (36.1%)
Lab - 8,609,527 (29.0%)
LD - 6,836,824 (23%)
UKIP - 919,546 (3.1%)
Which starts to look very similar to the figures above apart from the BXP figures and I do ponder a bit about that. Its been said before that there is a reverse of the 2015 collaspe going on.
2015
CON - 11,334,226 (36.7%)
LAB - 9,347,273 (30.4%)
UKIP 3,881,099 (12.6%)
LD 2,415,916 (7.9%)
And this is where the UKIP vote starts to look a lot like the popular vote being suggested by polling atm.
2017 GE Popular Vote
Cons - 13,636,684 votes (42.4%)
Labour - 12,877,918 votes (40.0%)
LDs - 2,371,910 votes (7.4%)
UKIP - 594,068 votes (1.8%)
If you look at these figures, it really is a big deal where those votes are located. Traditionally the UKIP problem is those votes were evenly distributed nationally rather than concerntrated, whereas the LD has been concerntrated rather than evenly distributed.
The difference between 2010 and 2015 for the Conservatives in terms of percentage was just 0.6% more, at 36.7% - but because of distribution it gave them their majority. It really does all come down to WHERE and how much votes are stacked up. For example in 2017 one of the problems Labour had was a 'stacking' of the vote in certain constituencies.
Its also interesting to compare this with the EU Elections popular vote (I've included Green here, because Pro Rep makes them more relevant than at GE - noting the pollsters observation going on is that the LD/Green vote is fairly interchangable atm because of Brexit)
Con - 1,512,809 (8.8%)
BxP - 5,248,533 (30.5%)
Lab - 2,347,255 (13.6%)
LD - 3,367,284 (19.6%)
Green - 1,881,306 (11.8%)
This put the Euro BxP vote HIGHER than all the top estimates for a GE by over 1million. What is going on with those 1 million voters? Tories who will just vote BxP for the Euros? Is this who Cummings is working on motivating?
However the LD vote doesn't suffer this problem at all. Quite the opposite - possibly from many of those Green votes because of FPTP. Obviously Brexit ISN'T the only thing driving people to consider voting LD, despite them having a very narrow manifesto at the moment. It smacks of wider discontent with the Tories and Labour. I don't think we can assume that voter dissatifaction will go to the BxP for this reason. It depends if you have a more general anti Tory and/or anti Lab vote going on too
The sheer number of Tory and Lab voters who stayed at home is really significant here too. For all the talk of all the stuff about Brexit, getting that vote motivated and to the polls is really important for the result and it shows the extent to which there is an apathy over Brexit and how depressed voters were with the leadership of both May and Corbyn.
Can Johnson reverse that? Is he viewed as doing a good job? If he starts to be rapidly percieved like May then he is in trouble. Traditionally, new PMs have a honeymoon period and then their net satisfaction rating drops. At the moment Johnson has a fairly good net satisfaction rating. In upcoming polls I'd keep an eye out for if they do leader satisfaction ratings, particularly how Johnson compares to Corbyn. The longer things go on, the more likely this number is going to drop and this will affect turnout for the Tories.
You might want to ponder what the effect of a BxP/Tory electoral Pact would be too in the context of voter demoralisation.
You also have to ask, how important is the resonance effect on Brexit? It has to be on wider issues such as law and order and security too, for this authoritarian tone. And its interesting what the press conference yesterday was all about. Giving a visual about being the party of law and order.
I'd argue that Johnson therefore cant afford any civil unrest in a no deal aftermath before a GE. And if there is even a mere hint of it, he's liable to go in HARD as it works for him. Any Extinction Rebellion protests planned in the next few weeks could be a gift to him. Could he do this with No Deal? Big question of how much manpower he's got there.
We also know that No 10 is trying to make a big effort to suppress any notion that a deal with the US will involve the health service. (Trump talking of a trade deal including the NHS is the propaganda, Johnson doesn't want).
Lord Ashcroft made a number of observations after the Euros which are important. Of them, I think the most interesting was what 2017 Con voters who switched did. Those who went Brexit intended to switch back to Con for a GE. But he also found that those who switched to LD were highly likely not to return to the Cons. The LDs tend to have Tory marginals so the effects of these patterns are significant as we know from the 2015 result.
I am also very curious as to the LD strategy, and how they are trying to put their defectors to stand in seats they haven't won before, but they think they can have a bloody good crack at in London. They are obviously putting a fair amount of thought into where they think they might be able to make a mark or even a breakthrough.
There's a lot going on, and there are elements which mean you could get something of a breakthrough from the LDs in unexpected places just as much as a Tory/BxP pact success.
I think the Johnson resigning idea is one to take seriously btw. Lots of reasons why it works for him (remember no deal is illegal but he doesnt want to be seen NOT to no deal if he's in the hot seat).