What is the magic number for a majority in #Elxn43?

We all know that it’s seats that matter, not the popular vote.

How does popular vote translate to seats, and what is the threshold for winning a minority or a majority in federal politics?

In the past 60 years, the magic number has been a minimum of 38.5% for a majority and a minimum of 35.9% for a plurality of the seats, which historically leads to a minority government.  The highest popular vote that did not translate into a majority was 41.5%, therefore, the modern-day range has been 38.5% to qualify for a majority and over 41.5% to be free and clear of a minority.

In 2015, Justin Trudeau’s Liberals finished above the 38.5% ‘minimum’ for majority governments, earning 39.5% of the popular vote.

Chart: Popular vote of party that formed government with plurality of seats

Slide1In fact, only Lester Pearson’s Liberals were unlucky enough to be above the 38.5% mark and not win a majority – in consecutive elections too.  John Diefenbaker’s Progressive Conservatives were on the 38.5% line in 1957 and missed out on a majority that time. In 1958, he took care of business with a majority of seats and votes.

Jean Chrétien in 1997 had the lowest popular vote at 38.5% in past 50 years to win a majority.  Here is a list of the majorities and popular vote since 1957:

Majorities PM Vote
1958 Dief 53.7%
1968 PET 45.4%
1974 PET 43.2%
1980 PET 44.3%
1984 Mulroney 50.0%
1988 Mulroney 43.0%
1993 Chrétien 41.2%
1997 Chrétien 38.5%
2000 Chrétien 40.9%
2011

2015

Harper

Trudeau

39.6%

39.5%

Joe Clark’s Progressive Conservatives had the lowest popular vote to win a plurality of seats (35.9%).  Not only that, he lost the popular vote by five points to Pierre Trudeau’s Liberals, but he still won more seats.  Here are the minority governments:

Minorities PM Vote
1957 Dief 38.5%
1962 Dief 37.2%
1963 Pearson 41.5%
1965 Pearson 40.2%
1972 PET 38.4%
1979 Clark 35.9%
2004 Martin 36.7%
2006 Harper 36.3%
2008 Harper 37.7%

Sure, a majority could be earned nationally with less than 38.5% of the vote.  It’s happened provincially.  François Legault won a majority with 37.4% of the vote in Québec’s 2018 election.  The Bob Rae government scored 57% of the seats with 37.6% of the vote in 1990.

The 2019 election and after

So far in the 2019 election, the public polls indicate that the two contending parties – Liberals and Conservatives – are falling below the 38.5% threshold.

If they continue to hover in the 35% range, the likelihood of Jagmeet Singh’s NDP, Yves-François Blanchet’s Bloc Québécois, and/or Elizabeth May’s Greens holding the balance of power increases.  It could even be an independent if the margin between minority and majority is razor thin.

Canada was governed by minority governments from 2004 to 2011.  It was Jack Layton’s NDP that pulled the plug on Paul Martin’s Liberal government.  Stephen Harper’s Conservatives governed with a minority for five years thanks to the NDP.

This time, winning a plurality of seats is no ticket to the Prime Minister’s Office.  Jagmeet Singh has said as much.  Elizabeth May says she may not decide to prop up anyone.  Andrew Scheer may find it harder to pull together confidence than Stephen Harper – the Bloc Quebecois may be his only hope, which would be ironic when considering the aftermath of the 2008 election.

Crossing that line of 38.5%, or wherever it exactly lies, will ensure the government is decided on election day.  Falling short means that winning the confidence of 338 Members of Parliament will be the election that takes place soon after, and that will be decided in the backrooms.

Will the biggest surprise of #Elxn43 be that there’s no surprise?

There seems to be a growing media / insider consensus about the October 21st federal election:

  • Liberals will win a plurality of seats
  • Conservatives can’t win because they are being held back by Doug Ford
  • The NDP are in double trouble
  • The Greens are going to increase their seat count, notably on Vancouver Island
  • The Peoples’ Party remains a fringe party, unlikely to be a major factor

With 38 days to go until election day, it’s worth noting that the past two federal elections featured major surprises . The convention wisdom of Day 38 was turned on its ear by Election Day.

In 2011, according to public polls, Jack Layton’s NDP started a fair distance behind Michael Ignatieff’s Liberals.  Within the first two weeks, the cane-wielding Layton made his move, based on a groundswell in Quebec, and eclipsed the hapless Liberal campaign. Once the NDP passed the Liberals, the equation changed and the Liberal business case collapsed (‘vote Liberal as the main alternative to Stephen Harper’).  Stephen Harper’s Conservatives were an immovable block in that campaign and stayed on top throughout, but the churn below in the opposition was dramatic.

Chart 1:  2011 federal election polling (source: Wikipedia)

2011FederalElectionPolls.png

In 2015, Thomas Mulcair’s NDP were seen as the prime opponent of Stephen Harper’s Conservatives leading into the election.  While Justin Trudeau’s Liberals were successful attracting candidates and generating crowds, it took a while before the polls responded.  No one was predicting a Liberal majority in early August.

Two significant events happened.  The Trudeau Liberals’ jujitsu move on deficit financing caught the NDP flat-footed.  Mulcair’s conservative approach was addressing a perceived weakness on their competence and to make the NDP less scary to Canadians on economic issues.  The Trudeau campaign detected a mood in the electorate that wanted more activism from government.  The Liberal move shook up the campaign on the left side of the spectrum.

Second, there was a huge political disruption in Quebec.  The Harper Conservatives move to stimulate a debate on cultural issues backfired.   By devastating the NDP campaign, the Conservatives elevated the Liberals.  As the NDP dropped in Quebec, its national polling numbers dipped allowing the Liberals to surpass them.  Once that happened, the business case for the NDP collapsed with the Liberals winning the ‘primary campaign’ to be the main challenger to Stephen Harper.  The NDP tanked and finished over 10 points below where they started the campaign.

Chart 2:  2015 federal election polling (source: Wikipedia)

1280px-Opinion_Polling_during_the_2015_Canadian_Federal_Election

Campaigns matter.  The events of the 2011 and 2015 campaigns were driven by campaign strategy.  This is how surprises happen, when smart campaigns detect a ripple and turn it into a wave, while less seaworthy campaigns are beached.

Sure, this federal campaign could be about as boring as the Chrétien re-elections of 1997 and 2000.  The Stephen Harper re-election in 2008 was about as exciting as watching paint dry.

What constitutes a good and bad surprise for the parties in 2019?

Liberals: despite controversies, they win a majority at or above 2015 or fall below the Conservatives in seat count

Conservatives: Andrew Scheer outperforms low expectations and wins a majority or significantly falling below 2015 performance in seats and popular vote

NDP: Jagmeet Singh outperforms very low expectations and wins 30+ seats or the NDP is driven deep into single digits and fall behind Greens

Greens: Move into third place nationally in seats or fail to make a meaningful breakthrough

Peoples Party: Win more than 5% nationally and contest seats other than Maxime Bernier (this would be a big surprise) or … expectations are so low that I’m not sure there is a bad surprise.

Turnout – Will turnout be as strong as 2015 or will it fall below 50%?

These good/bad surprise scenarios seem timid.  There could be wilder outcomes (eg. Rachel Notley-esque). The biggest surprise will be if there is no surprise at all.

Campaigns matter.  We’ll see in the next two weeks if there is a big move to be made.

The pollsters, pundits and political scientists now take a back seat to the people.  They will decide what happens and no one truly knows what to expect.

** Media elder Vaughn Palmer notes the Bloc Quebecois’ ability to surprise, which I overlooked.

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