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    For Johnson, a Political Rebuke as Omicron Variant Engulfs Britain

    The prime minister’s Conservative Party lost a seat it had held for more than a century, a loss that could hamper his efforts to address the Omicron variant now sweeping Britain.LONDON — In the pre-dawn hours of Friday, Prime Minister Boris Johnson learned that his Conservative Party had crashed to defeat in a district it had represented for more than a century. Twelve hours later, Britain reported more than 90,000 new cases of Covid-19 as the Omicron variant engulfed the country.Each of those events would be daunting enough on its own. Together, they pose a uniquely difficult challenge to Mr. Johnson as he struggles to navigate his nation through the latest treacherous phase of the pandemic.The electoral defeat exposed the vulnerability of a prime minister who built his career on his vote-getting skills. Normally reliable Conservative voters turned on the party in striking numbers, disgusted by a steady drip of unsavory ethics disclosures and a growing sense that the government is lurching from crisis to crisis.The defeat came on top of a mutiny in the ranks of Conservative lawmakers, around 100 of whom voted against Mr. Johnson’s plan to introduce a form of Covid pass in England earlier in the week. Having been politically rebuked, he now has less flexibility to impose new restrictions to curb a virus that is spreading explosively.Mr. Johnson is betting he can avert a full-blown crisis by massively accelerating Britain’s vaccine booster program. But so far, the rate of infections is outrunning the percentage of people getting their third shots. With the variant doubling every 2.5 days, epidemiologists warn that some type of lockdown might ultimately be the only way to prevent an untenable strain on hospitals.Waiting for vaccinations at a center in London. Mr. Johnson is betting he can avert a full-blown crisis by massively accelerating Britain’s vaccine booster program.Andrew Testa for The New York Times“What on earth is the prime minister going to do if the rising Covid numbers means he is getting strong scientific advice to take further restrictive measures?” said Jill Rutter, a senior research fellow at UK in a Changing Europe, a research institute. Mr. Johnson was able to pass his recent measures thanks to votes from the opposition Labour Party. But that dramatized his political weakness, Ms. Rutter noted, and resorting to it again would further antagonize his own rank and file. “That’s politically a terrible place for the prime minister to be,” she added.Indeed, Mr. Johnson needs to worry about fending off a leadership challenge — a once-remote scenario now suddenly plausible as Conservative lawmakers worry that the calamitous result in North Shropshire, a district near England’s border with Wales, could translate into defeat in the next general election.The victorious Liberal Democrat candidate, Helen Morgan, overturned a majority of almost 23,000 won by the former Conservative lawmaker, Owen Paterson, at the last general election, in 2019. Mr. Paterson, a former cabinet minister who had held the seat since 1997, resigned last month after breaking lobbying rules, despite an unsuccessful effort by Mr. Johnson to save him.Helen Morgan, the Liberal Democrat lawmaker, won a seat held by the Conservative party for more than a century.Jacob King/Press Association, via Associated PressAbout the only reprieve for Mr. Johnson is that Parliament recessed for the Christmas holiday on Thursday. That will temper the momentum behind any possible leadership challenge, at least until Conservative lawmakers return to Westminster after the New Year and assess the state of their party and the country. A prime minister who just a week ago was promising to save Christmas may now need Christmas to save him.“I totally understand people’s frustrations,” Mr. Johnson said on Friday. “In all humility, I’ve got to accept that verdict.” But he also blamed the news media, telling Sky News, “some things have been going very well, but what the people have been hearing is just a constant litany of stuff about politics and politicians.”Mr. Johnson’s standing has been weakened by claims, widely reported in the papers, that his staff held Christmas parties in Downing Street last year at a time when they were forbidden under coronavirus restrictions.The cabinet secretary, Simon Case, had been investigating those allegations but on Friday evening, he abruptly withdrew after a report surfaced that he was aware of a separate party held in his own office last year. Though another civil servant, Sue Gray, will take over the investigation, the latest disclosure is only likely deepen to public suspicion about the government’s behavior.Even before the election loss in North Shropshire, there was speculation that Mr. Johnson could face a formal challenge to his leadership, little more than two years after he won a landslide election victory in December 2019.Mr. Johnson could face a challenge to his leadership from within his own party. Jessica Taylor/UK Parliament, via Associated PressTo initiate a no-confidence vote, 54 lawmakers would have to write to the chairman of the committee that represents Conservative backbenchers, Graham Brady. Such letters are confidential, but analysts do not believe that prospect is close.Even so, Friday’s result will increase jitters in Downing Street. North Shropshire was one of the Conservative Party’s safest seats, in a part of Britain that supported Brexit, Mr. Johnson’s defining political project. Many Labour Party voters and others hostile to the Conservatives coalesced around the Liberal Democrats, the party deemed most likely to defeat the Tories in that region — a practice known as tactical voting.Were this to be repeated nationally in the next general election it could deprive the Conservatives of perhaps 30 seats and, in close contest, affect the outcome, said Peter Kellner, a former president of the polling firm YouGov.“Tactical voting has a chance to make a material difference to the politics of Britain after the next general election,” he said.In recent weeks, Labour has moved ahead of the Conservatives in several opinion surveys, which also recorded a steep drop in Mr. Johnson’s approval ratings. Political analysts said that could also put the prime minister in a vulnerable position, given the transactional nature of his party.“The Tory Party is a ruthless machine for winning elections,” said Jonathan Powell, a former chief of staff to Prime Minister Tony Blair. “If that is continuing into an election cycle, the party will get rid of him quickly.”A memorial to victims of the coronavirus in London this week.Andrew Testa for The New York TimesBut while the political climate remains volatile, most voters are more preoccupied by the effect of the Omicron variant as they prepare for the holiday season. Scientists said it was too soon to say whether the variant was less severe than previous ones, but they warned that even if it was, that would not necessarily prevent a swift rise in hospital admissions, given the enormous number of infections.“If you have enough cases per day, the number of hospitalizations could pose potentially great challenges for any hospital system,” said Neil Ferguson, an epidemiologist at Imperial College London, whose frightening projections about the virus prompted Mr. Johnson to impose his first lockdown in March 2020.Ms. Rutter said Mr. Johnson could yet emerge unscathed if the variant is milder than feared, hospitals are not overwhelmed, and the booster program is effective. Earlier this year, his fortunes revived when Britain’s vaccination rollout was fast and effective, allowing him to remove all restrictions in July.By weakening Mr. Johnson’s position, however, the defeat in North Shropshire is also likely to embolden his rivals, among them the chancellor of the Exchequer, Rishi Sunak, and the foreign secretary, Liz Truss. Any resulting tensions within the cabinet are likely to erode Mr. Johnson’s authority further.All of that is a dangerous recipe for a prime minister who may find himself forced to return to Parliament to approve further restrictions.“In March 2020, he had massive political capital coming off the back of that fantastic election victory,” Ms. Rutter said. “He’s managed in that time to pretty much squander that political capital, certainly within his party.” More

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    Britain’s Conservatives Lose ‘Safe’ Seat, Dealing a Blow to Boris Johnson

    The governing party lost to the Liberal Democrats a district that it had represented for more than a century.LONDON — Britain’s Conservative Party on Friday crashed to an election defeat in a district it had represented for more than a century, dealing a second stinging blow to Prime Minister Boris Johnson in a week of political turmoil that has shaken his leadership.In a contest on Thursday to select a new member of Parliament for North Shropshire, a district near the border with Wales, to the northwest of London, voters abandoned the Conservatives in favor of the centrist Liberal Democrats in one of the biggest voting upsets of recent years.The victorious Liberal Democrat candidate, Helen Morgan, overturned a majority of almost 23,000 won by the former Conservative lawmaker Owen Paterson at the last general election, in 2019. Mr. Paterson, a former cabinet minister who had held the seat since 1997, resigned last month after breaking lobbying rules despite an unsuccessful effort by Mr. Johnson to save him.The defeat follows a rebellion on Tuesday in which about 100 of Mr. Johnson’s own lawmakers refused to support government plans to control the rapid spread of the Omicron coronavirus variant. As well as embarrassing Mr. Johnson, the mutiny forced him to rely on the support of the opposition Labour Party to pass the measures, sapping his authority.Prime Minister Boris Johnson faced a mutiny from Conservative lawmakers who refused to support government plans to control the rapid spread of the Omicron variant.Jessica Taylor/Agence France-Presse, via Uk Parliament/Afp Via Getty ImagesMr. Johnson’s standing has also been weakened by claims that his staff held Christmas parties in Downing Street last year at a time when they were forbidden under coronavirus restrictions. The cabinet secretary, Simon Case, is investigating those allegations and his report is expected soon.When the results in North Shropshire were announced early Friday, Ms. Morgan had secured 17,957 votes; Neil Shastri-Hurst, the Conservative, had gotten 12,032; and Ben Wood, for Labour, had received 3,686. The vote counting for Thursday’s election took place overnight.“Tonight the people of North Shropshire have spoken on behalf of the British people,” Ms. Morgan said after her victory. “They have said loudly and clearly, ‘Boris Johnson, the party is over.’”She added that the voters had decided that Mr. Johnson was “unfit to lead and that they want a change.” She thanked Labour supporters who had given her their votes saying, “Together, we have shown that we can defeat the Conservatives not with deals behind closed doors, but with common sense at the ballot box.”Although the Liberal Democrats had hoped to pull off a surprise victory, the size of their majority was striking and unexpected. Ed Davey, the leader of the party, described the result as “a watershed moment,” adding in a statement, “Millions of people are fed up with Boris Johnson and his failure to provide leadership throughout the pandemic, and last night, the voters of North Shropshire spoke for all of them.”On Friday, Mr. Johnson said he accepted responsibility for the result. “I totally understand people’s frustrations,” he said. “I hear what the voters are saying in North Shropshire. In all humility, I’ve got to accept that verdict.”However, in an interview with Sky News, he also appeared to blame the news media, saying that “in the last few weeks, some things have been going very well, but what the people have been hearing is just a constant litany of stuff about politics and politicians.”Oliver Dowden, the chairman of the Conservative Party, also acknowledged the scale of the defeat. “I know that voters in North Shropshire are fed up, and I know that they have given us a kicking,” he told the BBC, adding that he and his party had “heard that message from them loud and clear.”Even before the loss of the seat, there was speculation that Mr. Johnson could face a formal challenge to his leadership little more than two years after he won a landslide general election victory in December 2019.To initiate a no-confidence vote, 54 of Mr. Johnson’s lawmakers would have to write to Graham Brady, the chairman of the committee that represents Conservative backbenchers. Such letters are confidential, but analysts do not believe that prospect is close. Parliament is now in recess, giving the prime minister a short political breathing space.Even so, Friday’s result is likely to increase jitters in Downing Street because North Shropshire was one of the Conservative Party’s safest seats, in an area of Britain that supported Brexit, Mr. Johnson’s defining political project.Despite their pro-European stance, the Liberal Democrats — who finished well behind Labour in North Shropshire in the 2019 general election — successfully presented themselves as the only credible challengers to the Tories in the constituency.Election staff counting votes in the  by-election on Thursday in Shrewsbury, England.Christopher Furlong/Getty ImagesBy doing so, they appeared to have persuaded a significant number of Labour’s voters to switch to them in order to defeat the Conservatives. Earlier in the year, the Liberal Democrats caused an upset when they won a seat from Mr. Johnson’s party in the well-heeled district of Chesham and Amersham, northwest of London.To some extent, the circumstances of Mr. Paterson’s resignation always made the North Shropshire seat hard to defend for the Conservative Party. But critics say that Mr. Johnson was the main architect of that situation through his unsuccessful efforts to save Mr. Paterson last month.In addition to the furor over the Christmas parties, Mr. Johnson also faces questions about whether he misled his own ethics adviser over what he knew about the source of funding for an expensive makeover of his Downing Street apartment.Roger Gale, a veteran Conservative lawmaker and a critic of Mr. Johnson, told Sky News that the prime minister had about three weeks over the holiday period to regroup, but would have to do so very fast. “We’ve had two strikes: First of all, the Conservative Party in the House of Commons earlier this week, now this result,” Mr. Gale said. “One more strike, and I think he’s out.”In recent weeks, Labour has moved ahead of the Conservatives in several opinion surveys, which also recorded a drop in Mr. Johnson’s approval ratings. Political analysts said that could put the prime minister in a vulnerable position, given the transactional nature of his party.“The Tory Party is a ruthless machine for winning elections,” said Jonathan Powell, a former chief of staff to Prime Minister Tony Blair. “If that is continuing into an election cycle, the party will get rid of him quickly.”But, while the political climate remains volatile, most voters are probably more preoccupied by the effect of the Omicron variant as they prepare for the holiday season.Mr. Johnson has placed his hopes of political recovery on a speedy roll out of coronavirus vaccine boosters. Earlier this year, his fortunes revived when Britain’s initial vaccination effort proved fast and effective, allowing the country to remove all restrictions in July.Antivaccination protesters outside Parliament on Monday.Andrew Testa for The New York TimesSpeaking before the North Shropshire result, Matthew Goodwin, a professor of politics at the University of Kent, said that Mr. Johnson could recover but may also be in danger of handing the next election to Labour through his errors.“I don’t think it’s over for Johnson,” Professor Goodwin said. “I think this is salvageable.” But, he added, “Johnson has entered that territory whereby oppositions don’t necessarily win elections because governments end up losing them.” More

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    ‘President’ Review: Zimbabwe’s Struggle for Democracy

    In a riveting new documentary, Camilla Nielsson follows the first democratic election in Zimbabwe since 1980.Eight months after Robert Mugabe, who ruled Zimbabwe autocratically for nearly 30 years starting in 1980, was ousted in a 2017 coup, the nation was set to elect a new president in its first democratic election since the start of Mugabe’s rule.Camilla Nielsson gives viewers a front-row seat to that July 2018 election in “President,” a riveting documentary that follows Nelson Chamisa, a charismatic 40-year-old lawyer, as he runs against Emmerson Mnangagwa, the strongman who unseated Mugabe.Nielsson’s access to Chamisa allows for an intimate look at the Catch-22 of establishing a democracy amid state-sanctioned violence and corruption, and the grit of those fighting for it. The juxtaposition of the candidates’ strategies is apparent when, as both sides arrive at a courthouse for a pivotal case, the camera pans first to the pile of papers with which the opposition will make its case and then to the police stockpiling nightsticks.Chamisa says repeatedly that he is willing to die for his cause. His charisma and connection to the people make him an excellent anchor for the film, reflecting and representing Zimbabwe’s decades-long struggle for a fair democracy. The film includes harrowing images of citizens being beaten, hosed down and shot at by the military and police for demonstrating in support of Chamisa.President Mnangagwa claims victory in the election, despite allegations of vote rigging that are raised by the opposition. It’s a somber end to a film that opens with and is undergirded by Zimbabweans’ hope for change.PresidentNot rated. Running time: 2 hours. In theaters. More

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    After Months, a ‘New’ Dutch Coalition With the Same Leader and Parties

    Mark Rutte, who has weathered a scandal and criticism for overstaying his welcome, will be prime minister for a fourth term.After nine months of negotiations among a group of fractious political parties after an election in the spring, the Netherlands finally has a new government.But it will not have a new leader; that position has been taken by Mark Rutte, who will be starting a fourth term as prime minister. It is a testament to his ability to weather crises and shake off a scandal that brought down his previous coalition last January — earning him the nickname “Teflon Mark.”Mr. Rutte’s party will be in coalition with the same two centrist parties and a more right-leaning Christian party that made up the last government.“It took too long,” Mr. Rutte acknowledged in brief remarks when announcing the formation of the four-party coalition that will be led by his Party for Freedom and Democracy. Mr. Rutte, who is known for his sober lifestyle, has been leading the Netherlands since 2010, and he has been criticized in recent years for clinging to power. He has said that he will lead the country with renewed “zeal.”The road to Mr. Rutte’s fourth term started after his previous cabinet resigned over a scandal involving overzealous tax authorities who had hunted down a number of innocent families, often after racial profiling, and accused them of falsely claiming child care benefits. Many were forced to repay huge amounts of money, reducing them to ruin.But Mr. Rutte faced perhaps the biggest crisis in his career as the country’s caretaker prime minister after the resignation of his cabinet amid widespread calls for systematic change in the Netherlands and for his departure from the political stage. But he weathered the criticism, and opposition from the far-right parties that have been gaining ground in the Netherlands in recent years; he won the March elections by a landslide.On Wednesday, Mr. Rutte and other leaders in his centrist coalition announced that an extra 35 billion euros, about $40 billion, would be allocated over the coming 10 years to help Dutch people make the transition to greater energy efficiency as part of efforts to tackle climate change.The government said it also planned to free up more money to address housing shortages, health care and education and more subsidies for child care, areas that Mr. Rutte’s previous administration had been criticized for cutting back.“Rutte came in as a budget hawk,” who trimmed government spending and increased some taxes, said Tom-Jan Meeus, a political columnist for the newspaper NRC Handelsblad. “Now he is advocating spending, also because that was the only way to get other parties on board with another term of him leading the government.”Talks with coalition partners dragged on for months, highlighting the increasing complexity of forming coalition governments in a changing political landscape with the emergence of populists and fringe parties. In the Netherlands and other northern European countries, traditional parties have lost lots of ground to numerous smaller parties, making it harder and harder to form compromise governments.The departure of Angela Merkel, who led Germany for 16 years, makes Mr. Rutte one of the longest continuously serving leaders in Europe. He shares that position with one of his political enemies, Viktor Orban, the prime minister of Hungary, who has been his country’s leader continuously since 2010.In June, Mr. Rutte challenged Mr. Orban to “leave the European Union,” after Hungary created a law that several other European countries said undermined the rights of L.G.B.T.Q. people. Mr. Orban later replied that he was persuaded that Mr. Rutte “hated” him. More

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    Rodrigo Duterte of the Philippines Won't Run for Senate

    The populist president also promised a peaceful transition of power when his term ends next year.MANILA — President Rodrigo Duterte of the Philippines on Tuesday ended his bid for a Senate seat in next May’s elections, one day after promising a peaceful transition of power.It was a surprising move by the populist, ruthless Mr. Duterte, who is constitutionally barred from seeking another six-year presidential term. He had previously announced plans to run as vice president, in what critics charged was part of a scheme to hang on to power unofficially and ward off possible prosecution by the International Criminal Court. A report from that court has said there was sufficient evidence to show that crimes against humanity had been committed in Mr. Duterte’s bloody drug war, which has left thousands dead.However, he dropped the vice-presidential plan in October and announced that his chief aide, Senator Christopher Lawrence Go, would run instead.Another widely reported possibility had been that Sara Duterte-Carpio, his popular daughter, would seek the presidency, but she has chosen instead to run for vice president. She is effectively the running mate of presidential candidate Ferdinand Marcos Jr., the son and namesake of the late dictator who was ousted in 1986 after two decades in power.Mr. Duterte, 76, then said he would seek a post in the Senate. If he won, he would have at least a semblance of protection from outside forces seeking to prosecute him.But on Tuesday, both Mr. Duterte and Mr. Go separately ended their candidacies.It is not clear what Mr. Duterte plans next. He has vehemently denied the criminal accusations against him, and his aides have said that no International Criminal Court prosecutor would be allowed into the Philippines.Last week, Mr. Duterte attended President Biden’s Summit for Democracy, where he reiterated his nation’s commitment to democratic principles.A spokesman for Mr. Duterte said in a statement that the Philippines’ leader believed that withdrawing from the Senate race would allow him to better focus on the Covid-19 pandemic response and on efforts to ensure “transparent, impartial, orderly and peaceful elections” in May.On Monday night, in his weekly televised address to the nation, Mr. Duterte said: “As I step down in June 2022, it will be my highest honor to turn over the reins of power to my successor knowing that in the exercise of my mandate, I did my best to serve the Filipino people.”According to early polls, the Marcos Jr. and Duterte-Carpio ticket leads a crowded presidential field. Also running are the boxer-turned-politician Manny Pacquiao, a former national police chief and Francisco Domagoso, the mayor of Manila.In the Philippines, the president and vice president are elected separately. While the vice presidency is a largely ceremonial job, analysts say that if an opposition figure holds the post, it can provide a semblance of checks and balances on the chief executive. More

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    La inflación pone en aprietos a los líderes populistas de derecha

    Los líderes de Turquía, Hungría y Brasil enfrentan problemas generados por el aumento global de precios antes de los comicios nacionales.Para todos aquellos que serían un desafío para Jair Bolsonaro en la próxima elección presidencial, incluida la prensa, el Supremo Tribunal Federal y los liberales, el aguerrido líder de derecha tiene una respuesta: “Solo Dios me saca de aquí”.Pero Bolsonaro podría perder el poder debido a una dificultad inesperada y para la cual su manual político no tiene una respuesta fácil: la inflación.En Brasil, un país con antecedentes relativamente recientes de episodios inflacionarios desastrosos, los precios suben a los niveles más altos de las últimas dos décadas. La moneda ha ido perdiendo su valor constantemente, al depreciarse alrededor del 10 por ciento contra el dólar solo en los últimos seis meses. Y su economía, la mayor de América Latina, volvió a entrar en recesión en el tercer trimestre del año.Eso ha inquietado a personas como Lucia Regina da Silva, una asistente de enfermería retirada de 65 años de edad que solía apoyar a Bolsonaro. Ha visto cómo en el último año los precios al alza han erosionado el poder de compra de su humilde pensión mensual.“Yo creía que este gobierno mejoraría nuestra vida”, dijo Da Silva en una mañana reciente, mientras empujaba un carrito de supermercado casi vacío —algunas verduras y artículos de uso personal era todo lo que le alcanzaba— por los pasillos de Campeão, una cadena de supermercados económicos de Río de Janeiro. “Pero esto fue un error”.Bolsonaro forma parte de una generación de populistas de derecha que, en la última década y media han ascendido al poder en democracias como Turquía, Brasil y Hungría y cuyos mandatos han coincidido, al menos en principio, con periodos de sólido desempeño económico en sus países. Han permanecido en el poder azuzando las pasiones nacionalistas y causando profundas divisiones en el electorado con temas culturales candentes. En el camino se han apropiado de los medios y amedrentan a sus oponentes.Ahora estos líderes autoritarios —entre ellos Bolsonaro, el primer ministro de Hungría Viktor Orban y el presidente de Turquía Recep Tayyip Erdogan— batallan con el alza de los precios y enfrentan elecciones nacionales en los próximos dos años. La inflación, un peligro nuevo e inesperado, amenaza con organizar y animar a la oposición política en los países de estos tres líderes de un modo que pocos habrían predicho hace unos meses.En Hungría, donde los precios al consumidor aumentan a la mayor velocidad desde 2007, los sondeos sugieren que Orban enfrentará su elección más dura el próximo año, cuando el costo de vida y los bajos salarios serán las principales preocupaciones para los votantes.En Hungría, las encuestas sugieren que el primer ministro Viktor Orban se enfrentará a las elecciones más difíciles de su historia el próximo año, pues el costo de la vida y los bajos salarios se convierten en las principales preocupaciones.Foto de consorcio por John ThysLos votantes en la cercana República Checa —que ha enfrentado una inflación creciente y elevados costos de energía—acaban de sacar del poder por un estrecho margen a Andrej Babis, el primer ministro multimillonario populista y de derecha del país.La situación de Bolsonaro, cuyo gobierno ha sido muy afectado por la gestión de la crisis de covid, se ha tambaleado y las encuestas lo muestran muy por detrás de quien probablemente sea su contendiente en 2022, el expresidente Luiz Inácio Lula da Silva.En preparación, Bolsonaro ha empezado a poner los cimientos para disputar los resultados de la votación del año entrante, que los sondeos sugieren que perdería si se realizara hoy. “Quiero decirles a aquellos que quieren lograr que en Brasil no me elijan, que solo Dios me quitará”, le dijo a una multitud entusiasta en Sao Paulo en septiembre.Pero Da Silva ya ha incorporado la crisis económica a su incipiente campaña. “El gobierno de Bolsonaro es responsable de la inflación”, dijo en una entrevista. “La inflación está fuera de control”.La situación es más seria en Turquía, donde las políticas económicas poco ortodoxas del presidente Erdogan han desatado una crisis monetaria total. El valor de la lira se colapsó aproximadamente 45 por ciento este año. Y los precios aumentan a una tasa oficial de más de 20 por ciento anual, una cantidad que los cálculos extraoficiales ubican en un porcentaje mayor.Los países con líderes derechistas no son los únicos que se tambalean por la inflación. En Estados Unidos los precios aumentan a la mayor velocidad registrada desde 1982. Y los populistas de izquierda, como los que gobiernan en Argentina, también compiten contra feroces corrientes inflacionarias, que los tienen a la defensiva.El repunte representa una ruptura repentina con la tendencia de crecimiento lento e inflación moderada que dominó la economía mundial durante aproximadamente una docena de años antes del impacto de la pandemia. Ese telón de fondo de bajo crecimiento permitió a los poderosos bancos centrales de Estados Unidos, la Unión Europea y el Reino Unido mantener bajas las tasas de interés. Y esas decisiones tuvieron grandes implicaciones para los países más pobres de todo el mundo.Eso se debe a que las políticas de bajo interés formuladas por los bancos centrales, entre ellos la Reserva Federal, reducen los retornos que los inversionistas en los países ricos pueden conseguir al comprar bonos del gobierno en sus países de origen, lo que los impulsa a emprender inversiones más arriesgadas en mercados emergentes que prometen mayores retornos.Los economistas dicen que el flujo de dinero hacia los países en desarrollo podría haber sido un elemento poco apreciado del éxito del que han gozado los líderes populistas de derecha en años recientes, pues les brindó un viento económico favorable que coincidió con sus mandatos.Turquía, que en 2009 sufrió una aguda recesión, pudo recuperarse de una manera relativamente rápida gracias a un auge de préstamos de inversionistas extranjeros que le dieron un gran impulso al crecimiento. La elección de Bolsonaro en 2018 coincidió con un renovado impulso para disminuir las tasas de interés de la Reserva Federal, lo que llevó a los inversionistas estadounidenses a comprar más deuda de mercados emergentes y ayudar a levantar el real.“Desde la recesión financiera global, el ambiente macroeconómico global fue una bendición para los autoritarios”, dijo Daron Acemoglu, profesor de economía en el Instituto Massachusetts de Tecnología que ha estudiado el deterioro de las democracias. “Básicamente, con tasas de interés muy bajas, hizo que muchos países que ya tenían o democracias débiles o semi autoritarismos, o francos autoritarismos, siguieran siendo atractivos para el capital extranjero”.Pero cuando la economía global empezó a recuperarse de la pandemia este año, una combinación de perturbaciones en la cadena de suministro, la impresión de moneda de los bancos centrales y el gasto público dirigido a aprovechar la recuperación dieron lugar a un alto incremento en los precios de todo el mundo. Esto hizo que los líderes de muchos países en desarrollo ajustaran sus políticas y que los inversionistas globales repensaran sus inversiones en esos mercados.Claudia Calich, líder de deuda en mercados emergentes en M&G Investments en Londres, ha invertido en bonos gubernamentales turcos, con denominación en liras, durante años. Pero, según Calich, el aumento en la presión pública que Erdogan ejerció este año en el banco central para recortar las tasas de interés ocasionó que el fondo se deshiciera de toda su inversión.En Turquía, liderada por el presidente Recep Tayyip Erdogan, el valor de la lira ha perdido alrededor del 45 por ciento este año y los precios aumentan a una tasa oficial de más del 20 por ciento anual.Burhan Ozbilici/Associated Press“Tan pronto como empezamos a ver este año que los cambios iban en la dirección equivocada, es decir hacia una mayor reducción de tasas, entonces nos empezó a preocupar la moneda”, dijo Calich. “Esta ha sido, hasta ahora, la respuesta equivocada en materia de políticas. Y sí, hemos estado muy contentos de salirnos de esa posición”.Hay pocas opciones políticamente aceptables para los países de mercados emergentes que se enfrentan a un repunte inflacionario y al debilitamiento de las monedas. Pero por varias razones, el aumento inflacionario es un terreno político especialmente complicado para populistas como los señores Orban, Erdogan y Bolsonaro, quienes se enfrentan a elecciones en 2022 o 2023.Su enfoque personalista de la política —y el hecho de que todos llevan años en el poder— dificulta que intenten evadir la culpa por las condiciones económicas. Al mismo tiempo, su tipo de populismo, que enfatiza las rivalidades nacionalistas y en el pasado ha dado resultados, puede parecer fuera de la realidad para los ciudadanos cuyo nivel de vida se desploma rápidamente.El remedio tradicional para la inflación requeriría una combinación de tasas de interés más elevadas por parte del banco central y menor gasto público. Pero ambas medidas podrían afectar el crecimiento económico y el empleo, al menos el corto plazo, lo que podría empeorar las perspectivas de reelección.En Turquía, Erdogan —que ha adoptado un estilo de liderazgo cada vez más autoritario desde que sobrevivió a un intento de golpe en 2016— ha descartado una respuesta convencional. En semanas recientes, el Banco Central de la República de Turquía, que Erdogan básicamente controla personalmente, ha recortado las tasas de interés repetidamente.La mayoría de los observadores consideran que Erdogan ha empeorado una situación de por sí difícil, pues la perspectiva de más recortes a las tasas de interés y el declive monetario ha hecho que los inversionistas extranjeros retiren su dinero de Turquía.Al mismo tiempo, los vientos políticos también parecen soplar en contra de Erdogan. La situación económica que cada vez está peor ha motivado algunas protestas callejeras dispersas. Los políticos de oposición piden unas elecciones anticipadas para lidiar con la crisis mientras insisten en criticar a Erdogan por lo que dicen que ha sido una gestión económica desastrosa.Orban y Bolsonaro, quienes alguna vez se perfilaron como conservadores al formular los presupuestos, han abandonado sus posiciones anteriores. En cambio, están impulsando un aumento a corto plazo del gasto gubernamental para proporcionar una entrada de efectivo a los votantes antes de las elecciones del próximo año. Sin embargo, no está claro que este enfoque ayude, ya que es probable que empeore las presiones inflacionarias.Una tarde reciente, sentado en una banca de un mercado local de productores en Budapest, Marton Varjai, de 68 años, se reía del cheque por aproximadamente 250 dólares que Orban le había enviado hace poco como parte de un pago que el gobierno autorizó para todos los pensionados, que representan un 20 por ciento de la población.Varjai cobra una pensión mensual de aproximadamente 358 dólares, de los cuales destina el 85 por ciento al pago de medicinas y servicios. “El resto es lo que tengo para vivir”, dijo y añadió que le preocupaba que le alcanzara para llegar a fin de mes.Estos sentimientos se están convirtiendo en un foco cada vez más importante para los votantes húngaros. Un estudio reciente de Policy Solutions, un grupo progresista de expertos en Budapest, encontró que los húngaros están más preocupados por el costo de la vida y los bajos salarios.“Si estos temas dominan las campañas, no será bueno para Fidesz”, dijo Andras Biro-Nagy, director de Policy Solutions, en referencia al partido oficialista de Orban.Matt Phillips cubre mercados financieros. Antes de integrarse a The New York Times en 2018, fue editor jefe de Vice Money e integrante fundador del personal en Quartz, el sitio de negocios y economía. Pasó siete años en The Wall Street, donde cubría mercados bursátiles y de bonos. @MatthewPhillipsCarlotta Gall es la jefa del buró de Istanbul y cubre Turquía. Previamente ha reportado sobre los efectos de la Primavera Árabe desde Túnez, de los Balcanes durante la guerra en Kosovo y Serbia y ha cubierto Afganistán y Pakistán. @carlottagall • Facebook More

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    Belarus Opposition Leader Is Sentenced to 18 Years in Prison

    The activist Sergei Tikhanovsky planned to challenge the country’s authoritarian leader, Aleksandr G. Lukashenko, in a presidential election last year. But he was arrested before the vote.MOSCOW — A court in Belarus on Tuesday convicted an opposition leader on charges of organizing mass unrest and inciting social hatred over his attempt to challenge the country’s authoritarian leader, Aleksandr G. Lukashenko, in a presidential election last year. It also sentenced him to 18 years in prison.The activist, Sergei Tikhanovsky, 43, ran a popular YouTube channel in Belarus before announcing his candidacy ahead of the 2020 vote. But he was arrested before the election, an act that prompted his wife, Svetlana Tikhanovskaya, to step in and lead the popular movement against Mr. Lukashenko.After months of closed hearings, a court in the city of Gomel, Mr. Tikhanovsky’s hometown, confirmed that it had rendered its verdict on Tuesday. He was on trial along with five other defendants, including Nikolai Statkevich, 65, who ran against Mr. Lukashenko in the 2010 presidential election. The five other defendants were sentenced to prison terms ranging from 14 to 16 years.Ever since mass protests set off by Mr. Lukashenko’s re-election for a sixth term as president in August 2020 — a vote widely regarded as rigged — the Belarusian leader has unleashed a campaign of political oppression unseen in Europe for decades. Thousands of people, including opposition leaders, protesters and those who subscribed to independent media outlets, have been detained. Rights groups regard hundreds of them as political prisoners.In July, a Belarusian court convicted another presidential hopeful, Viktor Babariko, on corruption charges and sentenced him to 14 years in prison. A former head of a Russian state-owned bank, Mr. Babariko led the polls before the 2020 vote but was arrested weeks before Election Day. He has denied the charges.In September, Maria Kolesnikova, one of the leaders of the protest movement that followed the election, was sentenced to 11 years in prison after law enforcement officers failed to push her out of the country. She is now leading the movement against Mr. Lukashenko from exile in Lithuania.In a video statement released before the verdict, Ms. Tikhanovskaya vowed “to continue to defend the person I love, who has become a leader for millions of Belarusians.” She added, “I will try to do something very difficult, perhaps impossible, in order to bring closer the moment when we will see him in the new Belarus.” More

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    Inflationary Wave Changes Political Terrain for Right-Wing Populists

    The leaders of Turkey, Hungary and Brazil are all grappling with problems posed by the global rise in prices ahead of national elections.To all those who would pose a challenge to Jair Bolsonaro in Brazil’s coming presidential election, including the press, the Supreme Court and liberals, the embattled right-wing leader has an answer: “Only God removes me.”But Mr. Bolsonaro might be unseated by an unexpected problem that his political playbook has no easy answer for: inflation.Prices are climbing faster than they have in almost two decades in Brazil, a country with a relatively recent history of disastrous inflationary episodes. The currency has steadily declined in value, losing roughly 10 percent against the dollar in the last six months alone. And the economy, Latin America’s largest, slipped back into recession in the third quarter.That has upset people like Lucia Regina da Silva. A 65-year-old retired nursing assistant and former Bolsonaro supporter, she has watched over the last year as surging prices have eroded the purchasing power of her modest monthly pension.“I believed this government would improve our lives,” said Ms. da Silva on a recent morning as she pushed a mostly empty shopping cart — a few vegetables and some personal products were all she could afford — through the aisles of Campeão, a cheap supermarket chain in Rio de Janeiro. “But that was flawed.”Mr. Bolsonaro is among a generation of right-wing populists who, in the past decade and a half, have risen to power in democracies like Turkey, Brazil and Hungary, and whose reigns have coincided, at least at first, with periods of solid economic performance in those countries. They have remained in power by stoking nationalist passions and driving deep wedges into the electorate with hot-button cultural issues. Along the way, they have co-opted the news media and cowed opponents.Now these strongmen — including Mr. Bolsonaro, Prime Minister Viktor Orban of Hungary and President Recep Tayyip Erdogan of Turkey — are grappling with rising prices, even as they face national elections within the next two years. A new and unexpected peril, inflation is threatening to organize and animate political opposition in the countries of these three leaders in a way few would have predicted just a few months ago.In Hungary, where consumer prices are rising at their fastest pace since 2007, polls suggest that Mr. Orban will face his toughest election ever next year, as the cost of living and low wages become top concerns for voters.In Hungary, polls suggest that Prime Minister Viktor Orban will face his toughest election ever next year as the cost of living and low wages become top concerns.Pool photo by John ThysVoters in the nearby Czech Republic — which has faced rising inflation and soaring energy costs — just ousted Andrej Babis, the country’s billionaire right-wing populist prime minister, by a narrow margin.Mr. Bolsonaro’s standing, already damaged by his administration’s management of the Covid crisis, has tumbled, with polls showing him badly trailing his likely 2022 opponent, former President Luiz Inácio Lula da Silva.In anticipation, Mr. Bolsonaro has begun laying the groundwork to dispute the results of next year’s vote, which the polls suggest he would lose badly if it were held today. “I want to tell those who want to make me unelectable in Brazil, only God removes me,” he told a cheering crowd in São Paulo in September.But Mr. da Silva has already incorporated the economic crisis into his recent campaign. “The Bolsonaro government is responsible for inflation,” he said in an interview. “Inflation is out of control.”The situation is most dire in Turkey, where the unorthodox economic policies of President Erdogan have set off a full-on currency crisis. The value of the lira has collapsed roughly 45 percent this year. And prices are now rising at an official rate of more than 20 percent annually, with some unofficial estimates even higher.Countries with right-wing populist leaders aren’t the only ones reeling from inflation. In the United States, prices are rising at their fastest rate since 1982. And left-leaning populists, such as those in power in Argentina, are also contending with fierce inflationary currents, which have put them on the defensive.The upsurge represents a sudden break from the trend of sluggish growth and tepid inflation that dominated the global economy for roughly a dozen years before the pandemic hit. That low-growth backdrop allowed powerful central banks in the United States, the European Union and Britain to keep interest rates low. And those decisions had large implications for poorer countries around the world.That’s because the low-rate policies made by central banks such as the Federal Reserve reduce the returns investors in wealthy nations can make by buying safe government bonds in their home countries, pushing them into riskier investments in emerging markets that promise higher returns.Economists say that flow of money toward developing nations might have been an underappreciated element of the success right-wing populist leaders have enjoyed in recent years, as it provided a steadily favorable economic tailwind that coincided with their time in power.Turkey, which suffered a sharp recession in 2009, was able to rebound relatively quickly thanks to a surge of borrowing from foreign investors that supercharged growth. Mr. Bolsonaro’s election in 2018 coincided with a fresh push to lower interest rates from the Federal Reserve, which prompted U.S. investors to buy more emerging market debt and helped prop up the real.“Since the global financial recession, the global macroeconomic environment was a godsend to authoritarians,” said Daron Acemoglu, a professor of economics at the Massachusetts Institute of Technology who has studied the deterioration of democracies. “Essentially, with very low interest rates, it made many countries that had either weak democracies or semi-authoritarianism, or sometimes fully fledged authoritarianism, still attractive to foreign capital.”But as the global economy began to heal from the pandemic this year, a combination of supply chain disruptions, central bank money-printing and government spending aimed at juicing the recovery ignited a sharp rise in prices around the world. That prompted leaders in many developing countries to tweak their policies — and global investors to rethink their investments in those markets.Claudia Calich, the head of emerging market debt at M&G Investments in London, has invested in Turkish government bonds, denominated in lira, for years. But, Ms. Calich said, the increasing public pressure that Mr. Erdogan was putting on the country’s central bank to cut interest rates this year led the fund to sell its entire position.In Turkey, led by President Recep Tayyip Erdogan, the value of the lira has lost about 45 percent this year, and prices are rising at an official rate of more than 20 percent annually.Burhan Ozbilici/Associated Press“As soon as we started seeing the changes this year going in the wrong direction, namely for further rate reductions, then we started getting worried about the currency,” Ms. Calich said. “That has been, so far, the wrong policy response. And yeah, we’ve been very happy to have exited that position.”There are few politically palatable options for emerging market countries dealing with an inflationary upsurge and weakening currencies. But for a number of reasons, the inflationary rise is especially tricky political terrain for populists like Messrs. Orban, Erdogan and Bolsonaro, who all face elections in 2022 or 2023.Their personalized approach to politics — and the fact that they have all been in office for years — makes it difficult for them to sidestep blame for the condition of the economy. At the same time, their brand of populism, which emphasizes nationalist rivalries and has been effective in the past, can seem out of touch to citizens whose standards of living are swiftly plummeting.The traditional remedy for inflation would call for some combination of higher interest rates from the central bank and skimpier government spending. But both moves would probably hurt economic growth and employment, at least in the short term, potentially worsening prospects of re-election.In Turkey, Mr. Erdogan — who has adopted an increasingly authoritarian leadership style since surviving a coup attempt in 2016 — has ruled out such a conventional response. In recent weeks, the Central Bank of the Republic of Turkey, essentially under Mr. Erdogan’s personal control, has repeatedly cut interest rates.Most observers think Mr. Erdogan has made a difficult situation much worse, with the prospect of more interest rate cuts and currency declines driving foreign investors to pull their money from Turkey.At the same time, the political winds also seem to be blowing against Mr. Erdogan. The worsening economic situation has prompted scattered street protests. Opposition politicians are calling for snap elections to deal with the crisis, while hammering Mr. Erdogan for what they call his disastrous management of the economy.Mr. Orban and Mr. Bolsonaro, both of whom once fashioned themselves as conservative budgeteers, have abandoned their previous positions. Instead, they are pushing a short-term surge of spending to provide an influx of cash to voters ahead of next year’s elections. It’s unclear that such an approach will help, however, as it is likely to make inflationary pressures worse.Sitting on a bench at a local farmers market in Budapest on a recent afternoon, Marton Varjai, 68, laughed at the $250 check Mr. Orban recently sent him, part of a payout his government authorized to all pensioners, who amount to roughly 20 percent of the population.Mr. Varjai earns a monthly pension of about $358, of which 85 percent goes to covering medicine and utilities. “The rest is what I have to live off,” he said, adding that he was concerned about his ability to make ends meet.Such sentiments are becoming an increasing focus for Hungarian voters. A recent study by Policy Solutions, a progressive think tank in Budapest, found that Hungarians are most concerned with the cost of living and low wages.“If these issues dominate the campaign, it’s not good for Fidesz,” said Andras Biro-Nagy, director of Policy Solutions, referring to Mr. Orban’s ruling party. More