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    Truss Takes a Bold Economic Gamble. Will It Sink Her Government?

    Three weeks into her term, Prime Minister Liz Truss’s financial plans have thrown the markets and Britain’s currency into chaos and put her future in peril.LONDON — Prime Minister Liz Truss of Britain campaigned as a tax cutter and champion of supply-side economics, and she won the race to replace her scandal-scarred predecessor, Boris Johnson. Now she has delivered that free-market agenda, and it may sink her government.Four days after Ms. Truss’s tax cuts and deregulatory plans stunned financial markets and threw the British pound into a tailspin, the prime minister’s political future looks increasingly precarious as well.Her Conservative Party is gripped by anxiety, with a new poll showing that the opposition Labour Party has taken a 17 percentage point lead over the Tories. It’s a treacherous place for a prime minister in only her third week on the job.Labour is seizing the moment to present itself as the party of fiscal responsibility. With some experts predicting the pound could tumble to parity with the dollar, economists and political analysts said the uncertainty over Britain’s economic path would continue to hang over the markets and Ms. Truss’s government.“It’s entirely possible she could be replaced before the next election,” said Tim Bale, a professor of politics at Queen Mary University of London, who is an expert on the Conservative Party. “It would be very, very difficult to conduct a full-blown leadership contest again, but I wouldn’t rule anything out.”That Ms. Truss should find herself in this predicament so soon after taking office attests to both the radical nature and awkward timing of her proposals. Cutting taxes at a time of near-double-digit inflation, when central banks in London and elsewhere are raising interest rates, was always going to mark Britain as an economic outlier.But the government compounded the shock last Friday when the chancellor of the Exchequer, Kwasi Kwarteng, unexpectedly announced that the government would also abolish the top income tax rate of 45 percent applied to those earning more than 150,000 pounds, or about $164,000, a year.And Mr. Kwarteng did not submit the package to the scrutiny a government budget normally receives, deepening fears that the tax cuts, without corresponding spending cuts, will blow a hole in Britain’s public finances.Cutting taxes at a time of near-double-digit inflation, when central banks in London and worldwide are raising interest rates, has made Britain an economic outlier.Carl Court/Getty ImagesOn Tuesday, the pound stabilized briefly against the dollar, as did 10-year rates on British government bonds, though both began to gyrate later in the day after a senior official at the Bank of England signaled an aggressive rise in interest rates.The International Monetary Fund, which bailed out Britain in 1976, added to the deepening sense of anxiety when it urged the British government to reconsider the tax cuts. In a statement, it said the cuts would exacerbate inequality and lead to fiscal policy and monetary policy working at “cross purposes.”Rising Inflation in BritainInflation Slows Slightly: Consumer prices are still rising at about the fastest pace in 40 years, despite a small drop to 9.9 percent in August.Interest Rates: On Sept. 22, the Bank of England raised its key rate by another half a percentage point, to 2.25 percent, as it tries to keep high inflation from becoming embedded in the nation’s economy.Energy Bills to Soar: Gas and electric charges for most British households are set to rise 80 percent this fall, further squeezing consumers and stoking inflation.Investor Worries: The financial markets have been grumbling with unease about Britain’s economic outlook. The government plan to freeze energy bills and cut taxes is not easing concerns.Already, the specter of higher interest rates was causing the housing market to seize up. Two major British mortgage lenders announced that they would stop offering new loans because of the market volatility. Higher rates will hurt hundreds of thousands of homeowners who need to refinance fixed-term mortgages — property owners, analysts noted, who are the bedrock of the Conservative Party.“It’s not like the U.S., where people are on 30-year mortgages,” said Jonathan Portes, a professor of economics and public policy at King’s College London.An estimated 63 percent of mortgage holders have either floating rate mortgages or loans that will expire in the next two years. And the steep decline of the pound means that interest rates will have to rise even further than they would have merely to curb inflation.Ms. Truss, he said, could have taken a more cautious approach: rolling out the supply-side measures first, like plans to untangle Britain’s cumbersome residential planning rules and build more housing, which are hurdles to economic growth. Then, when inflationary pressures had eased, the government could have cut taxes.But that was never in the cards, Professor Portes said, because Ms. Truss and Mr. Kwarteng are free-market evangelists who ardently believe that cutting taxes will reignite growth, and because they have little more than two years to turn around the economy before they face voters in a general election.“This is ‘shock and awe,’” he said. “Truss, Kwarteng, and the people around them think they had to act quickly. The longer they wait, the more the resistance will build up.”Kwasi Kwarteng, Britain’s chancellor of the Exchequer, announced tax cuts that some fear will blow a hole in Britain’s public finances.Clodagh Kilcoyne/ReutersDuring the campaign, Ms. Truss modeled herself on Margaret Thatcher, who also announced a series of free-market measures after taking office as prime minister and endured a turbulent couple of years. Unlike Ms. Truss, though, Thatcher worried about curbing inflation and shoring up public finances; she even raised some taxes during a recession in 1981 before reducing them in later years.But Thatcher came in after an election victory over an exhausted Labour government, which gave her more time to weather the downturn and for her deregulatory measures to take effect. She also got a lift after Britain vanquished Argentina in the Falklands War in 1982, which uncorked a surge of patriotism.“Thatcher was thinking in 1979 that I only need to give voters something they like by 1982,” said Charles Moore, a former editor of The Daily Telegraph who wrote a three-volume biography of the former prime minister. “Liz Truss hasn’t got this amount of time.”The better analogy to Ms. Truss, he said, is Ronald Reagan, with his emphasis on tax cuts and other supply-side policies, as well as his relative lack of concern for their effect on public deficits. Like Thatcher, Reagan weathered a recession before the United States began growing again in 1983. And like her, he had a cushion before he had to face voters.Ms. Truss, by contrast, has taken office after 12 years of Conservative-led governments, and three years into Mr. Johnson’s tenure. She will have to call an election by the beginning of 2025, at the latest. The Labour Party, which had been divided by Brexit and internal disputes, has been galvanized by the new government’s chaotic start, in particular Mr. Kwarteng’s plan to cut the top tax rate, which has allowed Labour to stake out a clear contrast on issues of economic equity.Speaking at the party’s annual conference in Liverpool on Tuesday, the Labour leader, Keir Starmer, declared that the Conservatives “say they do not believe in redistribution. But they do — from the poor to the rich.”Keir Starmer’s Labour Party is seizing the moment to present itself as the party of fiscal responsibility.Henry Nicholls/ReutersLabour’s lead of 17 percentage points in a new poll by the market research firm, YouGov, is the largest advantage it has had over the Conservatives in two decades. The Tories won the support of just 28 percent of those surveyed, raising questions about its ability to hold on to its existing seats, according to Professor Bale.That forbidding political landscape only adds to the challenge facing Ms. Truss. For the tax cuts to have one of their desired effects — which is to encourage businesses to invest more — economists said companies would need some reassurance that the policy is not going to be reversed by a new government in two years.“This is a very inexperienced government swinging for the fences in a situation where Labour is the strong favorite in the next election, if they don’t swing too far left,” said Kenneth S. Rogoff, a professor of economics at Harvard. “If one believes that the tax cuts are going to be reversed under Labour, and that there is a high chance of a Labour government, why would they influence long-term investment?”Britain, Professor Rogoff said, was also rowing against much greater forces in the global economy. After years of low inflation and extremely low interest rates, the flood of public spending because of the coronavirus pandemic has brought back the scourge of inflation and a shift toward higher rates.“The verdict will almost certainly be that governments borrowed too much and should have raised taxes on the wealthy more,” he said.In the short term, Ms. Truss is likely to find herself increasingly at odds with the Bank of England. The bank was already expected to raise rates at its next meeting in November. On Tuesday, its chief economist, Huw Pill, said the government’s new fiscal policies would require a “significant monetary policy response.”Adam S. Posen, an American economist who once served on the Bank of England’s monetary policy committee, said, “The government’s policies are not only outrageously irresponsible, but they don’t seem to understand that the bank has to respond to these policies by raising interest rates a lot.”The Bank of England, like many other banks worldwide, is expected to raise rates at its meeting next month.Andy Rain/EPA, via ShutterstockMr. Posen, who is the president of the Peterson Institute of International Economics, likened Britain’s loss of credibility in the markets to that of Britain and other European countries in the 1970s and Latin American countries in the 1980s. The best course, he said, would be for the government to reverse its fiscal policy, though he said Ms. Truss and Mr. Kwarteng seemed “willfully committed to it.”Certainly, they have given no indication that they plan to back down. On Tuesday, Mr. Kwarteng told bankers and asset managers that he was confident the government’s plan would work.After the turmoil that led to Mr. Johnson’s ouster in July, and the protracted contest to replace him, few in the Conservative Party have the stomach to move against Ms. Truss now. But analysts note that the new prime minister has a shallow reservoir of support among lawmakers. Barely a third of them voted for her in the final ballot against her primary opponent, Rishi Sunak, and she won the subsequent vote among party members by a closer margin than expected.Taking note of the new YouGov poll, Huw Merriman, a Conservative lawmaker, may have spoken for many of his colleagues when he said on Twitter, “Those of us who backed Rishi Sunak lost the contest, but this poll suggests that the victor is losing our voters with policies we warned against.”“For the good of our country, and the livelihoods of everyone in our country,” he added, “I still hope to be proven wrong.” More

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    Making Sense of Polling

    The Times’s chief political analyst, Nate Cohn, wants his newsletter, The Tilt, to be like a “cooking show for polling.”Times Insider explains who we are and what we do and delivers behind-the-scenes insights into how our journalism comes together.The lead-up to the 2022 midterm elections is packed with dizzying statistics. Voters are regularly inundated with polling numbers: There are conflicting data points, varying sources of information and different lenses to interpret it all. The Tilt, a subscriber-only newsletter from The New York Times that started this month, tries to make sense of the electoral whirlwind.The goal is to do “the best job we can of honestly appraising what we know and don’t know,” said Nate Cohn, The Times’s chief political analyst, who writes the newsletter. Using polling data collected by The Times and other outlets, as well as surveys and electoral trends, The Tilt examines the historical context behind the numbers.The Tilt is an evolution of Mr. Cohn’s “polling diary,” a 2020 analysis of daily election polls. In an interview, he discussed what readers can expect from the newsletter. This conversation has been edited.What is the difference between The Tilt and the “polling diary”?I thought that the 2020 polling diary was a success, but it really tried to cover every base possible: It tried to tell readers about almost every poll that came out on a given day and how to make sense of all of it.In a presidential election, I do think there is a demand from a certain segment of readers to have every last data point interpreted. I don’t think that’s necessarily true in a midterm election when there’s a little less interest, and I think it’s a little harder to justify, given how poorly the polls have done over the last few cycles. We need to step back away from the data as often as we need to be in it. The State of the 2022 Midterm ElectionsWith the primaries over, both parties are shifting their focus to the general election on Nov. 8.A Focus on Crime: In the final phase of the midterm campaign, Republicans are stepping up their attacks about crime rates, but Democrats are pushing back.Pennsylvania Governor’s Race: Doug Mastriano, the G.O.P. nominee, is being heavily outspent and trails badly in polling. National Republicans are showing little desire to help him.Megastate G.O.P. Rivalry: Against the backdrop of their re-election bids, Gov. Greg Abbott of Texas and Gov. Ron DeSantis of Florida are locked in an increasingly high-stakes contest of one-upmanship.Rushing to Raise Money: Senate Republican nominees are taking precious time from the campaign trail to gather cash from lobbyists in Washington — and close their fund-raising gap with Democratic rivals.So The Tilt moves beyond the numbers?We’re going to talk a lot about our own work here at The Times, whether it’s in terms of our own polling or election night modeling. We’re also going to have the opportunity to talk about historical precedence and the other factors that underlie the way that we analyze elections.Take this midterm election, for instance: One of the biggest reasons people believe Republicans will regain control of the house is because there’s a long history of the party that’s out of power doing well in midterm elections. Diving into that history, and whether what we’re seeing this year lines up with the past or something different, is the thing we can do that’s different from just adding and subtracting the latest polls.How will The Tilt pull back the curtain on the process?I sometimes think of cooking shows as an analogy. If you step into a kitchen, or you watch a cooking show, you get to see how it all gets made. You come away with a different level of respect for the chef, even if it’s not the food you would have made yourself. We can be a little bit more of a cooking show for polling.There are plenty of reasons to look at the recent track record of polling and be a little skeptical of just how accurate it can be. But to the extent that readers can at least understand all the work that goes into it and why it is what it is, and where it can go wrong, they will be better prepared to make sense of it.Why should voters be invested in polling?Polling is sort of the lifeblood of our democracy. You may not like it that way, but in a democratic system, the responsibility of our elected officials and the political candidates is to represent the public, and the role of citizens is to engage in the democratic process. Polling is one of the major ways that all of the political actors I just mentioned make sense of public opinion, and then choose how they want to engage with that system.When the polling is bad, that’s really bad for the system in important ways. If the polls aren’t accurately representing the public’s attitudes, then elected officials don’t make decisions that reflect the will of the public.We don’t have very many other ways to measure the attitudes of the population without this. Otherwise, we would assume that our own prejudices about what ideas sound good or don’t sound good are probably held by other people. Or we might assume that the rest of the country looks like the places where we live. We’ve learned over the last decade that that’s almost certainly not true, even if we had deceived ourselves into that view beforehand. More

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    Meloni Faces Early Test of Italy’s Resolve on Russia and Ukraine

    The hard-right leader Giorgia Meloni has been a full-throated supporter of Ukraine, but her coalition partners have sounded like apologists for Vladimir V. Putin.ROME — Throughout her time in the opposition to Prime Minister Mario Draghi’s national unity government, Giorgia Meloni, the hard-right leader who is poised to become the next Italian prime minister after a strong showing in Sunday’s elections, railed against everything from vaccine requirements to undemocratic power grabs.But on the issue of Ukraine, perhaps the most consequential for the government, she unambiguously criticized Russia’s unwarranted aggression, gave full-throated support for Ukraine’s right to defend itself and, in a recent interview, said she would “totally” continue to provide Italian arms to Kyiv.The same cannot be said for Ms. Meloni’s coalition partners, who have deeply admired Russia’s president, Vladimir V. Putin, and have often sounded like his apologists. Just days before the vote, the former prime minister Silvio Berlusconi, once Mr. Putin’s best friend among leaders in Western Europe, claimed “Putin was pushed by the Russian population, by his party and by his ministers to invent this special operation,” and that a flood of arms from the West had thwarted Russian soldiers in their mission to reach “Kyiv within a week, replace Zelensky’s government with decent people and then leave.”The other coalition partner, Matteo Salvini, the leader of the League party, used to wear T-shirts with Mr. Putin’s face on them and has for years been so fawning toward Russia that he has frequently had to reject accusations that he has taken money from Moscow.Recently, with Ms. Meloni apparently uncomfortable as she sat beside him, Mr. Salvini doubted the wisdom of sanctions on Russia, which he said hurt Italy more than Mr. Putin’s government.How Ms. Meloni navigates those tensions in her coalition will now be a key factor in the European Union’s struggle to keep an unbroken front against Russia as the cost of sanctions begins to bite in winter.Prime Minister Mario Draghi of Italy, second from right, visited Ukraine in June with leaders from France, Germany and Romania. Under Mr. Draghi, Italy became a key player in Europe’s hard line against Russia.Viacheslav Ratynskyi/ReutersIf she wavers, especially on sanctions, European leaders who have stood up to Mr. Putin all these months fear it could begin a major unraveling of resolve, widening divisions in the European Union and between the United States and Europe.“We are ready to welcome any political force that can show itself to be more constructive in its relations with Russia,” the Kremlin spokesman, Dmitri Peskov, said after the Italian election results, according to the Russian news service Tass.But analysts said Russia should not expect a change from Ms. Meloni anytime soon, believing that her position on Ukraine is credible and that the weak showing of her partners in the election will allow her to keep them in their place without blowing up their alliance.“I put my hand today on fire that she is not going to bend,” said Nathalie Tocci, the director of the Institute for International Affairs in Rome. “She’s very gung-ho about Russia.”Despite a widespread suspicion that political calculation lay behind Ms. Meloni’s pivot during the campaign to less hostile positions on the European Union and away from leaders such as Prime Minister Viktor Orban of Hungary and Marine Le Pen in France, analysts judged that on the issue of Ukraine, Ms. Meloni was not likely to budge.In the past, Ms. Meloni has admired Mr. Putin’s defense of Christian values, which is consistent with her own traditionalist rhetoric. But unlike other hard-right politicians and newbie nationalists, like Mr. Salvini, Ms. Meloni was raised in a post-Fascist universe in Italy where Russia — and especially Communist internationalists — represented an Eastern force that threatened the sanctity and peculiarities of Western European identities.For Ms. Meloni it was less difficult to step away from the Putin adoration that swept the populist-nationalist right over the last decade. During the campaign, she was happy to point out this difference with her coalition partners, as she was competing with them and it helped differentiate her and reassure the West of her credibility.Pummeling the competition in Sunday’s election will have made it easier to withstand any attempted pressure from Mr. Salvini or Mr. Berlusconi, who both failed to break into double digits in the polls and were thus left with little leverage.In any case, Mr. Berlusconi and Mr. Salvini had already supported the sanctions as part of Mr. Draghi’s national unity government and didn’t bolt over the issue then. Mr. Salvini, who has sought to distance himself from Mr. Putin, was so hobbled by his disastrous performance in the elections that Rome was rife with speculation that he could be replaced as his party’s leader by a more moderate and less ideological governor from the country’s north, where the League has its electoral base.Ms. Meloni meeting with her coalition partners, Matteo Salvini and Silvio Berlusconi, in October 2021. The two men admire Russia’s president, Vladimir V. Putin, and have often sounded like his apologists.Guglielmo Mangiapane/ReutersThat is not to say Ms. Meloni faces no pressure at home for a more forgiving stance. Italy, a country with deep and long ties to Russia, has long had reservations about sanctions against Moscow and getting involved in foreign wars.“I think we should put the question up to the Italians in a referendum,” Stefano Ferretti, 48, a supporter of Ms. Meloni, said on Election Day. “Let’s see if they really want it.”And Italy is not alone in Europe when it comes to doubts about a continued hard line against Russia, and turning away from its cheap energy, ahead of a cold and economically painful winter.In Prague this month, a day after the Czech government survived a no-confidence vote over accusations that it had failed to act on soaring energy prices, tens of thousands of protesters took to the streets to voice outrage on the issue while far-right and fringe groups led many demonstrators in calling for withdrawal from NATO and the European Union. In Sweden, a hard-right party more sympathetic to Mr. Putin was on the winning side in elections this month.Mr. Orban has created complications for the European Union in its efforts to present a united force against Mr. Putin by demanding, and receiving, carve-outs for oil imports in exchange for agreeing to an embargo on Russian crude oil imports, a sanctions measure that required unanimity among member countries. On Monday, Mr. Orban applauded Ms. Meloni’s victory, writing on Facebook: “Bravo Giorgia, A more than deserved victory. Congratulations!”But analysts did not foresee Italy, under Ms. Meloni, playing the same games Hungary has done with sanctions. In her acceptance speech, she emphasized “responsibility” and experts said she was a savvy politician who clearly understood that Italy’s leaving the fold would break the bloc’s Russia strategy.As a reminder, though, only days before the vote, the European Commission president, Ursula von der Leyen, responded to a question about “figures close to Putin” poised to win elections in Italy by saying, “We’ll see.”“If things go in a difficult direction — and I’ve spoken about Hungary and Poland — we have the tools,” she said.Matteo Salvini, the leader of the League party, used to wear T-shirts with Mr. Putin’s face on them.Gianni Cipriano for The New York TimesThe tools included the cutting of funds for member states that Brussels considers in violation of the rule of law. Last week, the commission — which is the European Union’s executive arm — proposed to cut €7.5 billion of funds allocated to Hungary.But Italy is a central pillar not only of the European Union, but of its united front against Russia. Aldo Ferrari, head of the Russia, Caucasus and Central Asia Program at the Institute for International Political Studies in Milan, said Ms. Meloni had made her position “amply clear” throughout the election campaign, and that it was through Ukraine that she “sought legitimacy” among international leaders, especially members of the European Union and NATO.And as Russia is an ever less attractive ally, its pull on the West diminishes. The decision by countries of the European Union to endure economic pain together made it less likely that Italy, which is so woven into the fabric of the union, would break.“Our inclusion in the European Union and NATO,” Mr. Ferrari said, overcame the will “of individual politicians and individual countries.”Under Mr. Draghi, Italy became a key player in Europe’s hard line against Russia, which he has framed as an existential issue that will define the contours and values of the continent for decades to come.While some liberals had hoped he would rally to their side during the election campaign, or at least nod that he preferred them, Mr. Draghi stayed out of it completely. Analysts say he saw the polls, and the writing on the wall, and decided the most prudent coarse of action for his platform, legacy and, some critics say, future ambitions, was a smooth transition of power to Ms. Meloni.“I have a good relationship with Draghi,” Ms. Meloni said in an interview earlier this month. She said that more than once, “He could trust in us much more than the parties he had in his majority.”“Look on Ukraine,” she said. “On Ukraine, we made the foreign policy.”Elisabetta Povoledo More

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    Giorgia Meloni Leads Voting in Italy, in Breakthrough for Europe’s Hard Right

    ROME — Italy appeared to turn a page of European history on Sunday by electing a hard-right coalition led by Giorgia Meloni, whose long record of bashing the European Union, international bankers and migrants has sown concern about the nation’s reliability in the Western alliance. Early projections based on a narrow sampling of precincts, as well as exit polls, on Sunday night suggested that Ms. Meloni, the leader of the nationalist Brothers of Italy, a party descended from the remnants of fascism, had led a right-wing coalition to a majority in Parliament, defeating a fractured left and a resurgent anti-establishment movement. The final results would not be clear until Monday, and it will still be weeks before the new Italian parliament is seated and a new government is formed, leaving plenty of time for political machinations. But Ms. Meloni’s strong showing, with about 25 percent of the vote, the highest of any single party, makes her the prohibitive favorite to become the country’s first female prime minister. While she is a strong supporter of Ukraine, her coalition partners deeply admire Russia’s president, Vladimir V. Putin, and have criticized sanctions against Russia.“From the Italians has arrived a clear indication,” Ms. Meloni, known for her crescendoing rhetoric and cult of personality, said in a measured victory speech at nearly 3 a.m., “for the center-right to guide Italy.”After saying she had suffered through a “violent electoral campaign” filled with unfair attacks, Ms. Meloni spoke about “reciprocal respect” and recreating “trust in the institutions.” She posed flashing a victory sign. “We are at the starting point,” she said, adding, “Italy chose us, and we will never betray it.”The victory, in an election with lower turnout than usual, comes as formerly taboo and marginalized parties with Nazi or fascist heritages are entering the mainstream — and winning elections — across Europe. This month, a hard-right group founded by neo-Nazis and skinheads became the largest party in Sweden’s likely governing coalition. In France this year, the far-right leader Marine Le Pen — for a second consecutive time — reached the final round of presidential elections. In Spain, the hard-right Vox, a party closely aligned with Ms. Meloni, is surging.But it is Italy, the birthplace of fascism and a founding member of the European Union, that has sent the strongest shock wave across the continent after a period of European-centric stability led by Prime Minister Mario Draghi, who directed hundreds of billions of euros in recovery funds to modernize Italy and helped lead Europe’s strong response to Russia. Giorgia Meloni preparing to cast her vote at a polling station in Rome on Sunday.Gianni Cipriano for The New York Times“This is a sad day for the country,” Debora Serracchiani, a leader of the Democratic Party, which will now lead the opposition, said in a statement early Monday morning.Ms. Meloni’s victory showed that the allure of nationalism — of which she is a strong advocate — remained undimmed, despite the breakthroughs by E.U. nations in coming together to pool sovereignty and resources in recent years, first to combat the coronavirus pandemic and then Mr. Putin’s initiation of the largest conflict in Europe since World War II.How, and how deeply, a right-wing coalition in Italy led by Ms. Meloni could threaten that cohesion is now the foremost concern of the European establishment.Ms. Meloni has staunchly, and consistently, supported Ukraine and its right to defend itself against Russian aggression. But her coalition partners — Matteo Salvini, the firebrand leader of the League, and the former prime minister Silvio Berlusconi — have clearly aligned themselves with Mr. Putin, questioning sanctions and echoing his propaganda. That fracture, and the bitter competition between the right-wing leaders, could prove fatal for the coalition, leading to a short-lived government. But some political analysts say Ms. Meloni, having attained power, may be tempted to soften her support for sanctions, which are unpopular in much of Italy. If she does, there is concern that Italy could be the weak link that breaks the European Union’s strong united position against Russia.Ms. Meloni had spent the campaign seeking to reassure an international audience that her support of Ukraine was unwavering. She sought to allay concerns by condemning Mussolini, whom she once admired, and Italy’s Fascist past. She also made more supportive noises about Italy’s place in the European Union and distanced herself from Ms. Le Pen and Prime Minister Viktor Orban of Hungary, whom she had previously emulated. But that pivoting was more for international markets than Italian voters, who didn’t much care about her past, or even her affinity for illiberal democracies. The Italian electorate had not moved to the right, political scientists said, but instead again resorted to a perennial desire for a new leader who could possibly, and providentially, solve all its ills. Ms. Meloni found herself in the right place at the right time. Hers was virtually the only major party to remain outside Mr. Draghi’s national unity government, allowing her to soak up an increasing share of the opposition. Her support surged from 4 percent to nearly about 25 percent.After a revolt by a party in Mr. Draghi’s broad unity government in July, the right-wing parties, eager to go to elections they were favored to win, sensed opportunity and bolted, with Ms. Meloni in the pole position.There is little concern in the Italian establishment that she will undermine Italian democracy — she has been a consistent advocate for elections during unelected technocratic governments and has long served in Parliament. There is also a widespread belief that Italy’s dependence on hundreds of billions of euros in relief funds from the European Union will force Ms. Meloni and her government to follow the spending plans, reforms and overall blueprint established by Mr. Draghi. The money comes in tranches and the plans have to meet strict criteria. If she reverses course, Italy could lose out on billions of essentially free euros as rising energy prices and inflation — much of it stemming from the sanctions against Russia — are expected to worsen in coming months.Giorgia Meloni, addressing supporters during a rally in Piazza Duomo in Milan earlier this month.Piero Cruciatti/Agence France-Presse — Getty ImagesBut there is concern about Ms. Meloni’s lack of experience and her party’s lack of technical expertise, especially in running the eurozone’s third-largest economy, and Mr. Draghi has kept in close touch with her, both to ensure her support for Ukraine and, insiders say, to help find someone who can provide economic continuity.Nevertheless, Ms. Meloni represents a historic break at the top of Italian government. She came of political age in a post-Fascist, hard right that sought to redefine itself by seizing on new symbols and texts, especially “The Lord of the Rings” and other works by the British writer J.R.R. Tolkien, to distance itself from the taboos of Fascism. She grew up with a single mother in a working-class area of Rome, and being a woman, and mother, has been central to her political identity. She once ran for mayor while pregnant because she said powerful men had told her she couldn’t. Her most famous speech includes the refrain “I am a woman. I am a mother.” Being a woman has also distinguished her, and marked a major shift, from her coalition partners, especially Mr. Berlusconi, the subject of endless sex scandals.But Ms. Meloni, Mr. Berlusconi and Mr. Salvini share a hard-right vision for the country. Ms. Meloni has called for a naval blockade against migrants and spread fears about a “great replacement” of native Italians. The three share populist proposals for deep tax cuts that economists fear would inflate Italy’s already enormous debt, and a traditionalist view of the family that liberals worry will at least freeze in place gay rights and which could, in practice, roll back abortion rights.Despite the constraints of an Italian Constitution that is explicitly anti-Fascist and designed to stymie the rise of another Mussolini, many liberals are now worried that the right-wing coalition will erode the country’s norms. There was concern that if the coalition were to win two-thirds of the seats in Parliament, it would have the ability to change the Constitution to increase government powers. From left to right, Matteo Salvini, Silvio Berlusconi, and Giorgia Meloni attending the final rally of the center-right coalition in Rome on Thursday.Alessandra Tarantino/Associated PressOn Thursday, during one of Ms. Meloni’s final rallies before the election, she exclaimed that “if the Italians give us the numbers to do it, we will.”But the coalition appeared not to hit that mark. The main party of the left, the Democratic Party, all but guaranteed its defeat by failing to heal its differences with other liberal and centrist parties, including a new group of moderates. The moderates, backed by former Prime Minister Matteo Renzi, and attracting some former leaders of Mr. Berlusconi’s party, who were disillusioned with his following of the hard right, did better than expected, but still seemed to remain in the single digits.What really held the right back from a landslide were their former governing partners, the Five Star Movement, the once anti-establishment movement that triggered the collapse of Mr. Draghi’s government when it revolted in July.In 2018, the party’s burn-down-the-elite rhetoric led it to become the country’s most popular party and largest force in Parliament. Years of governing — first with the hard-right Mr. Salvini, and then with the Democratic Party, and then under Mr. Draghi — exposed its incompetence and infighting and it imploded. It seemed on the brink of extinction. But during the campaign, led by former Prime Minister Giuseppe Conte, the party surged in the country’s underserved south.That development was mainly because Five Star passed a broad unemployment benefit known as the “citizen’s income,” which though roundly criticized by moderates and the right as a handout to the lazy and a disincentive to work, has become a cherished benefit.As a result, Five Star appeared to be becoming the party of the south.“This is what is emerging,” said Angelo Tofalo, himself a southerner and a leader in the party, as he cheered Mr. Conte, at a rally in Rome on Friday. He said the party had laid down deep roots in the south, but acknowledged, “the citizen’s income is a factor.”That unexpected strength ate into Ms. Meloni’s support, while she devoured the backing of the League party of Mr. Salvini. Only years ago he was the country’s most popular populist. Now he appeared to sink to single digits. Mr. Berlusconi, once the hinge upon which the coalition turned, and who legitimized the marginalized post-Fascists and secessionist League in the 1990s, also registered a modest result.But together they had enough to govern and Ms. Meloni had the clearest claim on the office of prime minister during negotiations and consultations with Italy’s president, Sergio Mattarella, which will take place over the next month. The new government is likely to be seated in late October or early November.But the message of the end of a period of European taboos, and of new change, has already been sent.Ms. Meloni said in one of her last interviews before the election that her victory would be “a redemption” for all the people who “for decades had to keep their heads down” and who had an “alternative vision from the mainstream of the system of power.”Elisabetta Povoledo More

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    Beto O’Rourke on Abbott’s Dehumanizing Stunts and Why He Hopes an Upset Looms in Texas

    Gov. Beto O’Rourke of Texas.A few months ago, the wind appeared to be at O’Rourke’s back, as he fought to make that happen, to become the first Democratic governor of the state since Ann Richards over a quarter century ago.He was gaining ground on the incumbent, Greg Abbott, following the mass shootings in Uvalde, Texas, and the Supreme Court’s decision striking down the constitutional right to an abortion.But now the winds seem to have shifted. A new Spectrum News/Siena Poll shows Abbott widening his lead over O’Rourke. According to the poll, that lead now stands at 7 percentage points, a little more than 40 days until Election Day.Abbott reversed his fortunes by leaning into demonization and cruelty: He focused on immigration and bused immigrants to faraway sanctuary cities run by Democrats, part of a larger program he called Operation Lone Star.The first immigrants were bused to Chicago in August, with Abbott saying at the time: “To continue providing much-needed relief to our small, overrun border towns, Chicago will join fellow sanctuary cities Washington, D.C., and New York City as an additional drop-off location.”It was a callous and politically calculated stunt. But it is apparently paying off. Not only is Abbott up in the polls, a slight majority of Texans — 52 percent — agree with the busing.On Friday, I spoke at length to O’Rourke by phone, to get a sense of how he views the state of the race, his own challenges, Abbott’s cynicism and the voters of Texas.We talked about how Democrats run against a politician, his or her policies and the Republican Party as a whole, while Republicans create enemies of classes of people: women, racial and ethnic minorities, L.G.B.T.Q. people, immigrants. This time it’s immigrants and immigration, a charged issue in Texas.O’Rourke said that Abbott’s plan to bus immigrants to liberal cities was obviously an attempt to distract from his failure to shore up the state’s fragile electrical grids, prevent school violence and reduce inflation, but he also framed it as “an effort to incite fear and hatred and connect with people at a very base, emotional level,” an “effort to dehumanize people,” and that is precisely what it is. Abbott is not only trying to dehumanize immigrants, but to strip them of their individuality and create an ominous class.In that way, immigrants can be converted from throngs of individuals with individual lives, stories and feelings into an amorphous wave, overwhelming and unrelenting, crashing into the country.Abbott is using these human beings as a weapon and a tool for the shallow purpose of retaining power. For O’Rourke, this is obscene. As he put it:“There is no way that I would ever, in a million years, resort to that kind of fear mongering and demagogy, and vilifying, demonizing people, because as an El Pasoan I saw exactly what that results in: Twenty-three of my neighbors were murdered in a matter of minutes there.”O’Rourke is referring to the mass shooting last year in which a white racist, targeting Hispanics, killed 23 people in an El Paso Walmart. He left a 2,300-word manifesto reeking of white replacement anxiety, one that spoke of a “Hispanic invasion of Texas” and detailed a plan to separate America into territories by race.As repugnant — and dangerous! — as Abbott’s stunt is, it earned him a lot of free media attention, which gets people talking. Media coverage — what is called “earned media” — even negative and mocking coverage, is sometimes more powerful than paid ads. Look no further than Donald Trump’s victory in 2016.O’Rourke is running a different race. He understands the potency of the immigration issue in his state. As he put it: “I think what you may see reflected in that poll is the deep frustration that all of us, including myself, feel about the fact that the last time we had any real major progress on immigration, Ronald Reagan was the president.”But he believes he is seeing something that hasn’t showed up properly in the polls: a shadow army of angry voters animated by the overturning of Roe.“The Dobbs decision, of course, is galvanizing for turnout everywhere,” he said.He also believes that many of the people who are energized to vote will be turning out not just because of abortion, but also because of Abbott’s lack of movement on gun control.One analysis by political data and polling firm TargetSmart found that thousands upon thousands of voters had registered in the state since the Dobbs ruling, and they were “younger and more Democratic than before the June ruling,” according to The Houston Chronicle. O’Rourke believes these voters are going to help make the difference for him and produce an upset.He is counting on them. He is counting on the people of Texas. As he put it: “In Greg Abbott’s Texas, it’s ‘you or me,’ right. And in our Texas, it’s ‘you and me.’ Which of those visions is going to win out? My faith is in the people of this state.”The Times is committed to publishing a diversity of letters to the editor. We’d like to hear what you think about this or any of our articles. Here are some tips. And here’s our email: letters@nytimes.com.Follow The New York Times Opinion section on Facebook and Twitter (@NYTopinion), and Instagram. More

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    Lost Hope of Lasting Democratic Majority

    Revisiting an influential book and the notion that demographics are destiny.Barack Obama on the campaign trail in 2008, when a book titled “The Emerging Democratic Majority” seemed prophetic.Damon Winter/The New York TimesToday we wish a belated and maybe not-so-Happy 20th Birthday to “The Emerging Democratic Majority,” the book that famously argued Democrats would gain an enduring advantage in a multiracial, postindustrial America.There are countless explanations for the rise of Donald Trump and the growing dysfunction of American political life. This book does not necessarily rank at the top of that list. But when historians look back on this era, the book’s effect on American politics might be worth a mention.The thesis that Democrats were on the cusp of a lasting advantage in national politics helped shape the hopes, fears and, ultimately, the conduct of the two major parties — especially once the Obama presidency appeared to confirm the book’s prophecy.It transformed modest Democratic wins into harbingers of perpetual liberal rule. It fueled conservative anxiety about America’s growing racial diversity, even as it encouraged the Republican establishment to reach out to Hispanic voters and pursue immigration reform. The increasingly popular notion that “demographics are destiny” made it easier for the progressive base to argue against moderation and in favor of mobilizing a new coalition of young and nonwhite voters. All of this helped set the stage for the rise of Mr. Trump.This is a lot to attribute to a single book, especially since the book does not really resemble the Obama-era caricature advanced by its supporters. The book does not put forward what became a commonly held view that racial demographic shifts would allow Democrats to win through mobilization, a more leftist politics or without the support of white working-class voters.Instead, the book argued — not persuasively, as we’ll see — that Democrats could build a majority with a (still ill-defined) “centrist” politics of the Clinton-Gore variety, so long as they got “close to an even split” of white working-class voters.“We were clearly overly optimistic about that prospect, to say the least,” said John Judis, one of the authors of the book, of the prospect of such high levels of Democratic support.One easy way to see the divergence between reality and the expectations promoted by the book is to look at its projections for the Electoral College, compared with how the nation actually voted over the next 20 years: More

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    What You Need to Know About the Elections in Italy

    The elections could produce the first government led by a woman and by a hard-right party with post-Fascist roots.ROME — Italians vote on Sunday for the first time in almost five years in national elections that will usher in a new, and polls predict, right-wing government that will face economic challenges, a deepening energy crisis, and questions about Italy’s hard line against Russia and its full-throated support for the European Union.The elections come after the national unity government of Prime Minister Mario Draghi, a darling of the European establishment who is widely credited with increasing Italy’s credibility and influence, collapsed amid a revolt in his coalition.The elections had been scheduled for February, but the premature collapse raised familiar questions about Italy’s stability and the popularity of the country’s far-right opposition, which had grown outside the unity government, and rekindled doubts about Italy’s commitment to the European Union.International markets, wary of the country’s enormous debt, are already jittery. And Italy’s support for sending arms to Ukraine, which has been influential within Europe, has emerged as a campaign issue, raising the prospect of a possible change of course that could alter the balance of power in Europe.Giorgia Meloni, the leader of the hard-right Brothers of Italy party, at a rally this month in Cagliari, Sardinia. Her party has a clear edge in opinion polls. Gianni Cipriano for The New York TimesWho is running?Despite the broad popularity of Mr. Draghi, a Eurocentric moderate, it is the populist-infused right, with a recent history of belligerence toward Europe, that has had a clear edge in the polls.Most popular of all has been the hard-right Brothers of Italy party, led by Giorgia Meloni, whose support skyrocketed as it was the only major party to remain in the opposition. If she does as well as expected, she is poised to be Italy’s first female prime minister.Ms. Meloni is aligned with the anti-immigrant and hard-right League party, led by Matteo Salvini, and Forza Italia, the center-right party founded and still led by the former prime minister Silvio Berlusconi.Italy’s election law favors parties that run in a coalition, and so the coalition on the right has an advantage over the fragmented left.The largest party on the left, the Democratic Party, is polling around 22 percent. But Ms. Meloni’s support has polled around 25 percent, and the right is expected to gain many more seats in Parliament, the basis upon which the government is composed.The once anti-establishment Five Star Movement cratered from its strong showing in 2018, when it had more than 30 percent of the vote. But after participating in three different governments spanning the political spectrum, it has lost its identity. Now headed by the former prime minister Giuseppe Conte, it has opted to run alone. In recent weeks, its poll numbers have climbed up, thanks to support in the south, which is rewarding the party for passing, and now defending, a broad unemployment benefit.A centrist party called Azione, led by a former minister, Carlo Calenda, and backed by another former prime minister, Matteo Renzi, would claim a moral victory even if it only hit 6 or 7 percent.At the Brothers of Italy rally in Cagliari. Voters’ main concerns are energy prices, inflation, the cost of living, and Italy’s policy toward Russia and Ukraine.Gianni Cipriano for The New York TimesWhat are the issues?While Ms. Meloni’s post-Fascist roots have attracted attention and prompted worries outside of Italy, few voters in Italy seem to care. The issues of the day are energy prices, inflation, the cost of living and Italy’s policy toward Russia and Ukraine.On the last issue, the conservative coalition is split. Ms. Meloni, in part to reassure an international audience that she is a credible and acceptable option, has been a consistent and outspoken supporter of Ukraine throughout the war. Even though she has been in the opposition, where she criticized coronavirus vaccine mandates, she has emerged as a key ally of Mr. Draghi on the question of arming Ukraine.Her coalition partners are less solid on the issue. Mr. Salvini, who has a long history of admiration for President Vladimir V. Putin of Russia, even wearing shirts with the Russian’s face on them, has argued that the sanctions against Russia should be reconsidered.Mr. Berlusconi was once Mr. Putin’s best friend among leaders of Western Europe. He once named a bed after Mr. Putin and still argues that he could make peace.The conservative coalition has proposed cutting taxes on essential goods and energy, offering energy vouchers to workers, and renegotiating Italy’s European Union recovery funds to adjust for higher prices. It is also seeking to reinvest in nuclear energy, which Italy has not produced since the 1990s and banned in a 2011 referendum.Its leaders have proposed a deep flat tax and the elimination of unemployment benefits popular in the south — known here as the “citizens’ income.” The benefit, pushed through with much fanfare by the Five Star Movement in its first government, acts as a subsidy to the lowest-income earners.To drum up electoral support, hard-right parties have also tried to make illegal migration an issue, even though numbers are far below earlier years. They are also running to defend traditional parties from what Ms. Meloni has called gay “lobbies.”The right also wants to change the Constitution so that the president can be elected directly by voters — and not by Parliament, as is now the case.The center-left Democratic Party has argued to continue the hard line against Russia and has emphasized energy policies that focus on renewable sources, cutting costs for low and medium-income families, and installing regasification plants to increase natural gas supplies as Italy faces shortages from Russia. The party has advocated easing the path to citizenship for children of immigrants born in Italy, and wants to increase penalties for discrimination against L.G.B.T.Q. people. It also proposes introducing a minimum wage, cutting income taxes to raise net salaries, and paying teachers and health care workers better wages.The Five Star Movement is, like Mr. Salvini, dubious of a hard line against Russia and against the shipment of Italian weapons to help Ukraine. The Five Star Movement is proposing an energy recovery fund to tackle the price surge and investments in renewable energy. It is also calling for a ban on new drilling for fossil fuels.What happens after the vote?Exit polls should come out the night of the vote, but since voting places close at 11 p.m., no official results are expected to be declared until the next day, or even later. But even once the results are known, Italy will not have a new prime minister for weeks.The new members of Parliament will be confirmed and convened in Rome in the middle of October. They will then elect the speaker of the Senate and of the Lower House, and party leaders for each house.The president, Sergio Mattarella, will then begin consultations with the speakers of both houses and the parties’ representatives. The coalition that won the most votes will designate their candidate for premiership. If their candidate is able to win a majority in the newly elected Parliament, the president will appoint a potential prime minister to form a new government.Should Brothers of Italy win the most votes, as is expected, it would be difficult for its coalition parties to justify a prime minister other than Ms. Meloni. More