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Thiemo Fetzer

We have to talk about .

It is a fallacy to assume is a new thing. It has been a feature of the data for a long time. The data has just been misread by many political commentators, political scientists and media.

This is also a means of . I am a Professor of Economics at University of Warwick studying the of , among others. My work particularly focuses on understanding the role that played in bringing about .

Fact 1: Without and without , there would not have been an to begin with.

Right wing commentators or right leaning political scientists have been attempting to dismiss my work, pushing distracting narratives. The key constituency that drove the in favor of was a protest vote - and induced dislocations were the main driver of that vote.

I summarize my work here mastodon.social/@fetzert/11067

And here
twitter.com/fetzert/status/109

Now...

TwitterThiemo Fetzer 🇪🇺🇺🇦 - same handle elsewhere on Twitter“1. A short story of #Brexit in four acts. Act 1) in 2010 Coalition comes to power and presses on with dramatic #austerity, wrecking the UK's social compact... causing massive economic harm...leading to 2015 General Election”

Fact 2: The protest and discontent that created was crucial to channel the marginal vote in 2016.

To do that, the disingenuous campaigning of the side had to really expand making appealing for as many people as possible by basically being something different for everybody.

The purpose of the campaign was to tap into discontent. And the 350 million pledge was most salient as it resonated with peoples perceptions that had gone too far.

A great example of some quite blatant misreading of data is posted below.

This was in 2019. Rob Ford claimed that classic voters and supporters - UKIP voters - wanting more

This is just false. As I explain at length here (blogs.lse.ac.uk/brexit/2019/10)
voters, to a tiny extent disliked a bit less than the rest.

Misreading data and quick analysis can lead to such wrong conclusions producing noise that benefited those behind and project.

Fact 3: There never was a plurality of die-hard Brexiteers. The vote was carried by a sizable protest vote. Most political science research has characterised the part of the vote that is basically dying out.

Its a classic fallacy in data analysis. Looking at levels versus changes. The political scientists have focused on the "levels". Characterising people that would have always voted for .

What drove the referendum result was "switchers"... those were mostly protest voters.

Now there is many ways to characterise these protest voters. I do a ton of that in my work on . But these two graphs point out the most ridiculous voters (who probably feel a ton of shame).

This is a tricky one to explain so feedback is appreciated. This is coming from a set of from 2019 and uses data from the (see here twitter.com/fetzert/status/109).

The asked people prior to the what do they think is the chance will win.

TwitterThiemo Fetzer 🇪🇺🇺🇦 - same handle elsewhere on Twitter“Even more gold from @BESResearch -- while I do think that online opinion polls are generally extremely problematic due to the likely significant selection bias that it introduces, there is still some signal in the data that tells us about the nature of #leave support in 2016.”

This is: they asked the voters their expectation of a victory. We can break this down by those that actually voted for by deciles. That is plotted on the vertical axis here.

So in the first decile means 10% of voters thought the chance of winning was less than 20% (horizontal axis).

This is data from Wave 7/8.

Now the same people (because I care about switchers) were asked in later waves about .

Now there is this interesting group of voters who disproportionately express among those who did not expect to win (i.e. those that thought chances of Leave victory were low).

My interpretation is that these are basically people who thought "their vote doesnt matter" but "wanted to send a message".

Some would call this a good definition of a .

If this group had not voted or not "protested", would have won.

Its the "ridiculous" .

Fact 4: Fundamental support (the stock/average supporter) of is dying out. @simonjhix has a nice write up here euideas.eui.eu/2022/12/14/will

But it goes a bit further than this. The main question is "why" has support for "implementing " remained high.

Well, there is a lot of people who voted that wanted to adhere to the democratic principle that the vote should be implemented.

In the second phase of - the shape of - this group gave the Tories a carte blanche.

euideas.eui.euEUIdeas | Will support for Brexit become extinct?

Fact 5: Support for collapsed quickly after the .

The protest vote that drove (which is the vote that matters) collapsed in a very predictable fashion almost immediately after the

I wrote a paper about this: Who is NOT voting for anymore...

tinyurl.com/45bz4tz8

The biggest declines in support were coming from the places where the was highest... not surprisingly.

Here is a short write up
ukandeu.ac.uk/is-the-uk-having

Now it is NOT surprising that support for "implementing " is collapsing.

This support was upheld by the voters who turned to "support " out of their wish to adhere to democratic norms.

This is what the YouGov figures reveals as fundamentally never had a broad genuine mandate.

It was the political and media shaping of the narrative around to which some of my academic peers contributed that enabled to be implemented in its current form.

Now what is really important is to understanding the timing.

Why does the "penny" drop?

Many protest voters, as I showed, were ahead of their peers.

For Leave voting areas we know that this may be because is hurting them the hardest.

I show this in:
"Measuring the Regional Economic Cost of

tinyurl.com/mu3xrcp3

Check out the interactive visualization

brexitcost.org/

(unfortunately ESRC/Warwick do not think its impactful to update this)

Speculation: I think the penny is finally dropping on the voters turned implementation supporters that have enabled the hard we are seeing.

The pandemic (mis)management, the war, the obvious -induced fragility of public services & the climate crisis that requires decisive action has exposed the frailty of our democracies. People want to be heard.

And , no , in the UK, is the original sin.

We need to clean up our act at home.

The radicals driving Brexit are also behind attempts to hollow out democratic norms with attempts to bring about , the outright , the undermining of academic freedom, the politicisation of the civil service, and the undermining of the

The penny is dropping on those "good meaning people" that voted Remain that supported to be implemented to adhere to democratic norms when the very same are being eroded from within.

Solutions: The UK's root problems are deep. There are no quick fixes. Quick fixes can produce huge levels of instability.

The UK requires an institutional overhaul that should involve

a) smart decentralisation with more funding for last mile delivery but open shared platforms

b) more transparency

c) proportional representation possibly using a voting mechanism similar to the German one.

d) financial sector reform to encourage more long term investments

e) more immigration

My opinion: The Brexit experiment never made sense and wont make sense. Life is tough.

The current geopolitical context is one that forces the US to becoming more European, while the EU is becoming more American.

The UK was the classical interlocutor and is now being sidelined. They are starting to feel it.

A tilt to Asia may have longer term benefits but raises huge concerns from a geopolitical dimension and the UK is just small fry in all this.

The UK is between a rock and a hard place.

Now I should add -- as this adds to the dodgy -- that UK are a bit strange, especially the YouGov surveys...

I just leave this here:

trfetzer.com/opinion-polling-a

Its a bit techy but important IMO.

www.trfetzer.com Are Opinion Polls Leave-Biased? | Thiemo Fetzer

@fetzert It's important to differentiate between opinions on the success of Brexit and consequent ideas of whether we should have left the EU, with the desire to rejoin the EU.

There's been relatively recent polls that show that although the populace aren't happy with Brexit, neither do they wish to rejoin the EU quickly.

I don't think the base problems in the population have been addressed, & these can't just be blamed on austerity. Austerity simply makes things more apparent.

Although the last general election happened prior to the Brexit implementation date, the pandemic, completely predictable Ukraine war, and on-going climate crises occurred since then, the population doubled down on Business As Usual (since 2010) by voting for the Tories in droves.

This can be summarised as 'less institutional corruption, greater education of the population needed'. Neither tend to go down well with the self interest of the people involved.

@syllopsium Thanks for sharing your thoughts. I agree, there is a huge laundry list of issues -- in the paper, I described it as the welfare state expansion was the band aid, "austerity tore that dressing from the wound" -- but the wound was still there.

@fetzert I think you have a point there, but it affects more people than those on welfare.

Unfortunately my current opinion is that the UK population either (taking the generous view) don't care about anything except money, or less generously are somewhat more right wing than many are willing to admit. This isn't helped by the government deliberately increasing division and targeting minorities.

Given that Labour aren't much better here, it's my belief they also think the general populace are relatively right wing, and are doing whatever is necessary to get into power. I dearly hope they improve if they win the next election.

@syllopsium @fetzert They won't. If Labour win from their current position of being a (very slightly) lite version of nasty Tories then they will conclude that that worked, so therefore they have to continue to be nasty Tories in order to win the following election.

@fetzert I get the Yougov brexit polls on the regular and can confirm there is one question in it that asks very loaded, very leading, pro-Brexit question in it. It is very #YesMinister in its obvious leading to an answer they want too. youtube.com/watch?v=G0ZZJXw4MT

@fetzert

A) the currently-governing political party wants no further devolution (they’d prefer to reverse it; a Scottish or Welsh person could probably give you a more colourful view, or refer Michelle O’Neill for her recent comments about the ad hoc and tick-box government meetings on COVID)

B) transparency - have you *seen* any of the Liaison Select Committee sessions with any of the PMs in the last 5 years?

C) proportional representation - just look what the Tories are doing to London Mayor elections because they aren’t winning it

D) financial sector reform - long overdue; nothing serious - the Head of the FRC Sir Jon Thompson recently said he’s had 0 meetings with Government since taking up his post. How many accounting scandals have their been in recent UK history? Carillon, Patisserie Valerie . . . There is your answer on how serious the Government is

E) immigration - just look at the latest copy of The S*n to see the latest on ‘turnin’ back the boats’

@fetzert I think there is a parallel here with how more mature, international businesses acted after the referendum was done and the path was settled:

They got on with things. Vast majority of businesses in the UK (certainly once you exclude those with vested interests in Brexit like D****n, J** and T*** & L***) stood to lose from Brexit, but once it was decided, they stated putting contingency plans in place: getting European licences, improving their customs processes and systems, etc. They didn’t try to reverse the vote; they accepted the democratic vote and got on with it.

Admittedly, some waited until 2020 and threat of No Deal to kick things into gear, but you did not hear the Remain businesses pleading for the vote to be rerun or reversed. At least that is my feel from the financial and multi country companies I’ve worked and interacted with in this time period.

@fetzert Brexit was to save the Tory party being destroyed by UKIP, nothing more.

@fetzert (Which is why protest votes are invariably counterproductive, but I digress.)

@fetzert hmm . . . Guess there’s no need to wonder why the pro-Brexit politicians were so afraid of what would happen if there were any sort of true ‘second referendum’.

@keplerniko well, I think the timing would have been off. But an "implementation" or a choice over the actual options of the "shape of Brexit" would have revealed to many that the status quo wasnt actually that bad.

@fetzert Just like Brexit (and assuming the numbers, if not the conclusions, are accurate), did any of those people ‘supporting’ austerity even understand what it meant when they were asked?

@fetzert Amazing that something done to a country by its own government (austerity and strangling the NHS) could be blamed by some of those very same people on a different government (EU bureaucrats) who had very little to do with it.

@fetzert Excellent thread! Just as swing voters in marginal seats decide FPTP elections, so the protest voters not the UKIP diehards decided the referendum. And we can blame Gideon Osborne for this as well as for the lack of pandemic preparedness. Austerity economics is such a toxic fallacy.

@fetzert whatever you do, do NOT! i repeat NOT! post this on twatter, you'll get mobbed by brexiters and probably suffer vile abuse. and space karen will say it's all "free speech", horrible!!

@fetzert Can you edit the first graph and give it alt text, please? Then I can boost it (which I'd like to) without upsetting the alt-text spotter bot!

@Janeishly just done it, sorry, I thought I had -- thanks for flagging this up!