Sunday, September 12, 2021

The last week: where things stand

State of the Race

In the last few days the Liberals have begun inching upward in various polls, in particular in the Nanos daily tracking poll for the Globe and Mail and CTV, the Mainstreet poll for iPolitics (you can see all the polls on Wikipedia). Both Nanos and Mainstreet had quite accurate polls in 2019, so they deserve to be taken seriously. The growth for the Liberals may be connected to the debates, but it seems to have started earlier. These results point to a Liberal minority that would be stronger than their pre-election position but short of a majority. There has also been some upward movement for Maxime Bernier's People's Party of Canada (PPC) - scroll down the CBC's poll tracker page to see the graphic showing poll shifts over time to see this. While a little of their support comes from elsewhere, most is coming from the Conservatives. One province showing weakness in Conservative support is Alberta, weak enough that the NDP and Liberals could pick up seats. However, polling there in 2019 underestimated the actual Conservative vote by eleven points. In the United States in 2020 there is evidence that small 'c' conservatives did not respond to polls to the same extent as liberals. We should not be surprised to see something along these lines in Canada, although polling firms are now aware of the problem.

The Debate

The debate was atrocious. I did not think they could get any worse but this one did.  The Globe's John Doyle nailed it in his TV column:

What happened across multiple Canadian TV channels was the worst of the worst, an example of utter failure in Canadian television, and a disgraceful insult to the intelligence of viewers and voters.

That was not a debate, it was a farce. The fact that the political leaders even agreed to participate in the format is an indictment of their collective intelligence....

Moderator Shachi Kurl took the view that her job was to stop the leaders from talking. This was a peculiar tack to take. You see, at its best, television coverage isolates and highlights the strengths and flaws of individuals. It goes to the core. It can push aside propaganda and posturing. Politicians and the public know this. It’s why the U.S. debates proceed with deep seriousness. Here, in election debate after election debate, the event has tended to descend into bickering and masquerade.

I agree with all of this. One reform I would like to see (among many) is that there be only one live mike at a time for the politicians. The cross talk and interruptions make the debate extremely confusing for viewers. If only one mike is on at a time, the speaker who has the floor will be heard easily above one who tries to interrupt. As it was in this debate the moderator frequently took the side of the interrupter and told the speaker to stop. It was the worst performance by a debate moderator ever.

The significance of Suburban Toronto

The region where the Conservatives are hoping to make significant gains in Ontario is known as the 905 after its area code and consists of suburbs west, east and north of Toronto.  Half of these constituencies are in the west, a third in the north and a smaller number in the east.

The Conservatives swept this area in 2011, the Liberals in 2019. The top two tables below report the results for 2019 and 2015. The third table gives the comparison. Note that while the Liberals maintained their strength overall in 2019 they slipped a bit in the north and east but actually gained in the west. The suburbs to the west of Toronto include primarily Mississauga, Brampton, and Oakville. The population  there is becoming more diverse, that is, more like Toronto, where Conservative support is weak.

I would look for Conservative gains (if they re-establish their earlier campaign strength) first in York Region, the suburbs north of Toronto. The Conservatives are targeting seats here and were successful in luring a Liberal elected in this region in 2019 to cross the floor, no doubt in part because she sensed Conservative strength here. 

The NDP and Jagmeet Singh

To date the NDP is running ahead of its pace in 2019, and looks set to pick up seats. Leader Jagmeet Singh is polling particularly well in surveys that ask specifically about leadership. A recent Abacus poll found he had the strongest net positives among the leaders. The problem is that leaders are not on the ballot but parties are. Nonetheless, Singh is proving to be an adept campaigner and communicator. 

However, the NDP vote is strongly correlated by age (in the most recent Mainstreet and Nanos they were either tied or ahead in the youngest age cohort) so turnout is exceptionally important. The NDP is quite a bit weaker among older voters who tend to turn out more strongly while younger voters have lower turnout (see this Statistics Canada survey).  It bodes well for the NDP in the longer run. Because the Conservatives did well early on in the campaign they could also lose votes to tactical voters who may prefer the NDP but will nonetheless vote Liberal if they fear the Conservatives.

Normally, one should not expect much movement in the final week of a campaign but this one is close; there are recent shifts that may not be finished. There is higher than normal uncertainty.