Category Archives: EU referendum

In which Theresa May calls a referendum despite expecting to lose her job

By Stephen Fisher.

The collective intelligence of political journalists suggests that the House of Commons is likely to vote against the prime minister’s Brexit deal when it comes to a “meaningful vote” in December. Supposing this happens, what next?

The UK would, by legal default, be heading towards a no-deal Brexit. Although the government would have till mid-January to say how it intended to proceed, Mrs May would most likely want to move quickly, given the risk of a no-confidence vote from both inside and outside her party.

Waiting to see if a market crash sways MPs is unlikely to be an option. If the outcome of the parliamentary vote is as clear as many commentators suggest it will be, then the markets will have already priced it in. That is not to say that the markets will assume failure of the meaningful vote automatically means a no-deal Brexit, just that the markets are unlikely to move much if the outcome is as is widely anticipated.

Simply announcing that she will seek further concessions from Brussels would be unpersuasive. What makes her deal unpopular with the DUP and many of her backbenchers are structural features that were already much discussed. The EU are unlikely to be willing to make sufficient concessions, especially not on the current timescale. Substantial further negotiations would probably require an extension to the Article 50 process, which the EU have said would only be granted if there was a “fundamental change” in the political situation in the UK. (A referendum would be such a change.) What’s more, MPs are unlikely to think that the Theresa May would be the best person to achieve a better deal given they are unhappy with her previous efforts.

The prime minister has said that a no-deal Brexit would be “a bad outcome for the UK”, and also that she believes, with her “head and heart” and “every fibre of her body”, that the deal is, “in the best interests of our entire United Kingdom.” If this is really how she feels she should want to ask the people to back her deal in a referendum to force parliament’s hand. May has previously ruled out a referendum, but she also ruled out a general election in 2017 and called one anyway.

Continue reading In which Theresa May calls a referendum despite expecting to lose her job

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Why did the UK vote to leave the European Union?

by Stephen Fisher.

It is not hard to see why Leave won. Evidence from numerous opinion polls showed that there was a clear majority for Leave on the basis of concerns about immigration and beliefs that leaving would reduce immigration. Moreover the same opinion polls showed us that there was no compensating majority who believed that the UK would be worse off if we left. Still less did people feel that they personally would be financially worse off. For further details see here.

Although it should not have come as a surprise that Leave won, the result was close enough that it could easily have gone the other way. There will be much debate as to whether the Remain side could have made their arguments more persuasively and campaigned more effectively. With such a close result a host of relatively small differences could all have made a difference. It will be hard for survey and other academic research to identify what, if anything was decisive.

Turnout, at 72%, was the highest for any UK-wide vote since 1992. Whilst this might constitute a relatively high level of participation by recent standards, it does still mean that 28% of registered voters did not bother to have their say in what, we were frequently told, was the most important national decision in our lifetimes. If opinion poll questions on likelihood of voting are at least roughly right, it is likely to transpire that non-voters more often favoured remaining. Moreover it is probably the case that if everyone eligible had voted then the UK would have chosen to Remain.

The local authority results provide some evidence that the divisions in society suggested by the opinion polls as important for referendum voting were born out. Places with more pensioners were more likely to vote for Leave.

leaverefsh_c11age65p_graph

The Remain vote was higher where there were more graduates.

leaverefsh_c11degree_graph.png

These are geographical manifestations of primarily individual-level differences. There are also others related to ethnic diversity and economic prosperity.

The national divides are the most notable aspect of the political geography. Both Northern Ireland and Scotland voted Remain (at 56% and 62% respectively). Both England and Wales voted 53% Leave.

The only region within England to vote Remain was London, and it did so strongly with 60% of the vote. Setting aside London, the rest of England voted solidly, 55%, for Leave. While it is true that the Leave vote was strongest in the English countryside, many of the big cities voted Leave, including Birmingham, Sheffield, Bradford, Sunderland, Bolton, Newcastle, and Stoke. While the North and Midlands were stronger for Leave than the South of England, there were cities in the South, such as Plymouth, Southampton and Swindon, that voted Leave.

In the end only 52 out of 293 local authorities in England outside London voted to Remain. Similarly only 5 out of 22 Welsh council areas voted to Remain. Outside London, the preference for leave was widespread in England and Wales.

 

Final forecast from the Historical Referendums and Polls based method

by Stephen Fisher and Alan Renwick.

The polls this week have been better for Remain than they were last week. Since this is our final forecast it makes sense for us to restrict our sample of polls to include in our polling average just the most recent poll from each company (or company-mode combination) over the last week. If we do this then our polling average finds Remain at 51 per cent after setting aside Don’t Knows. This is up two points from our polling average on Sunday. The two-point difference is partly due to restricting the sample from two weeks to just one, partly rounding error and partly to the fact that more of the polls than previously include Northern Ireland. So it is not clear whether the apparent movement towards Remain is real or not.

Our forecast share of the vote is 52 per cent for Remain, 48 per cent for Leave. This reflects an expectation of a 1.5-point rise in support for the status quo, based on the change that is visible on average between the final polls and the actual result in previous referendums in Britain or on the EU elsewhere. While this reflects the average historical experience we have explained here and here why the average may not be a very reliable guide.

The unreliability means there is a lot of uncertainty in our forecast. The 95 per cent prediction interval is considerably narrower than it was at the beginning of the week. But at ±10 points it is still very wide. So wide that Remain could reasonably be expected to get anywhere between 42 per cent and 62 per cent of the vote. Neither a comfortable Remain victory nor a comfortable Leave victory can be ruled out.

That said not all the possible outcomes in this range are equally likely. Our forecast probability that Remain will win the referendum is 64 per cent.

The methods behind our forecast

Continue reading Final forecast from the Historical Referendums and Polls based method

Final combined EU Referendum forecast

by Stephen Fisher and Rosalind Shorrocks.

This forecast is based on data collected late on 22nd June. Yet again this method suggests Remain is most likely to win but there is a considerable chance that Leave may win. The probability that Remain will win is up from 62.3% on Sunday to 66.5% now. This reflects both better opinion polls in recent days and so polling models more favourable for Remain, and greater market confidence in a status quo victory.
The only component forecast that is less favourable to Remain is the citizen forecasts, and that is because we have restricted our sample to citizen forecasts over the last week. They are noticeably more equivocal.
The forecast share of the vote is once again little changed, with Remain predicted to get 53.3% and Leave 46.7% per cent of the vote.
Remain % share Leave % share Probability Remain wins
Betting markets 53.5 46.5 76.7
Prediction markets 73.4
Citizen forecasts  52.0  48.0 55.2
Expert forecasts 55.1 44.9  62.0
Volunteer forecasts 54.0 46.0 74.0
Polls 50.6 49.4 55.6
Poll based models 52.5 47.5 68.5
Non-poll based models 55.6 44.4
Combined forecast (mean) 53.3 46.7 66.5

(Individual forecasts collected on the evening of 22nd June 2016.)

There is another poll due during polling day but that would be unlikely to change our polling average. The markets may change, possibly dramatically during the day if people on the betting and prediction markets are following trends financial markets.

METHODOLOGY Continue reading Final combined EU Referendum forecast

How the BBC will be benchmarking the results on EU referendum night

by John Curtice and Stephen Fisher.

Referendum night is going to represent something of a departure from usual. There will not be the drama of an exit poll announcement to stir excitement – and possibly shock – at 10pm. Meanwhile, when the actual results do start to be announced, except in Northern Ireland they will not be declared by the parliamentary constituencies with which we have all become familiar. Rather they will be unveiled local authority by local authority. As a result, we will get just one declaration for the whole of Birmingham, while, at the other end of the spectrum, the Isles of Scilly will get their moment in the sun.

But perhaps the biggest departure from the routine of election night will be that there will be no ‘last time’ against which to compare the results as they are declared. So when Sunderland or Swindon announce their result we will not be able to say whether it represents a ‘swing’ to Remain or Leave – and thus for which side, if either, it represents a good result.

To overcome this problem we have, on behalf of the BBC, been beavering away at establishing which local authorities appear to be more likely to record a relatively strong vote for Remain, which are the ones where Leave can be expected to do relatively well, and which are the council areas where the two sides could be expected to be equally matched. Our evidence has come primarily from a dataset of over 61,000 interviews about people’s attitudes towards the EU. These interviews were conducted with people in Great Britain by YouGov between March of last year and March of this year and we are deeply grateful to the company for making these data available.

Continue reading How the BBC will be benchmarking the results on EU referendum night

Do people tend to vote against change in referendums?

by Stephen Fisher and Alan Renwick.

It is commonly asserted by people commenting on the EU referendum that people tend to be risk averse and so vote against change. The Prime Minister appealed to people not to “roll the dice” on their children’s and grandchildren’s future. Daniel Hannan in his book Why Vote Leave accepted the idea of risk aversion in referendums, and then argued that people should see remaining in the EU as more risky than leaving.

But is it really true that people tend to vote against change in referendums? There are certainly several examples in Britain where people have rejected change, the most prominent examples include the referendums on Scottish Independence, the Alternative Vote electoral system, and, in 1975, the UK’s membership of the European Community. But it is also true that people in different parts of Britain have voted for change in referendums on numerous occasions. They voted for a Scottish Parliament (and separately to give it tax varying powers), a Welsh Assembly (and later for it to have more power), a Greater London Assembly, and the Good Friday Agreement. Setting aside referendums at the sub-regional level, the change option has won in six out of the thirteen referendums that have been held in the UK.

It maybe objected that both of the UK wide referendum results have been for the status-quo. True. So what if we cast our net further afield?

Continue reading Do people tend to vote against change in referendums?

What is going on in the EU referendum? Some comments based on opinion poll evidence

by Stephen Fisher.

The prominent Leave campaigners are at pains to point out how much they love Europe. Boris Johnston says he is a proud European. Leavers claim to love Europe but hate the EU.

Meanwhile leading figures in the Remain camp dare not admit to any fondness for either Europe or the EU. Their eurosceptic tone emphasises UK membership as a marriage of convenience, to be justified by considerations of UK interests alone. This makes plenty of sense as a pitch to a population that overwhelmingly dislikes the institutions of the EU and who identify with Britain or one of the home nations much more than they think of themselves as European.

For the large majority of people in the UK pretty much the only substantial reason for voting Remain is economic. “Project Fear” is not only the obvious strategy for the Remain campaign, it is pretty much the only possible one that could secure them victory. The main reason why the polls are suggesting the outcome of this referendum will be close is that the public are not yet convinced the economy will suffer, and in particular that they personally would be worse off, if we left.

Continue reading What is going on in the EU referendum? Some comments based on opinion poll evidence