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Where Italy goes from today’s elections: a look at four potential outcomes

pierluigi

Although we still don’t know exactly how the results of the weekend’s Italian election will turn out entirely, we know enough to say that Italy’s short-term future will be beset with gridlock.Italy Flag Icon

We know that, unless there’s a major change among the final results (very unlikely at this point, but still a possibility — La Repubblica‘s latest count shows a 0.4% gap between the two major coalitions), Pier Luigi Bersani will have led his broad centrosinistra (center-left) coalition to a victory in Italy’s lower house, the 630-member Camera dei Deputati (House of Deputies).  That’s because the national vote winner of the lower house elections automatically wins at least a 54% majority of the seats in the lower house.

We know that, whatever the final result, both Bersani’s centrosinistra coalition and the centrodestra (center-right) coalition led by former prime minister Silvio Berlusconi will each hold between 110 and 120 seats or so in Italy’s upper house, the Senato, which is composed of 315 elected members and, currently, four additional ‘senators for life.’ (That’s because the majority ‘seat bonus’ is awarded to the winner of each regional vote rather than on a national basis like in the Camera dei Deputati).

It doesn’t really matter who holds the greatest number of senatorial seats, because no group or party will control enough seats in the Senato alone to form a majority government, including Bersani’s coalition.

So given Bersani’s lead in the lower house, whatever government emerges — if a government emerges — will have to include Bersani’s center-left bloc, with presumably Bersani heading the government as prime minister.  In the short term, that puts Bersani in the driver’s seat but not, perhaps, for long.

None of Bersani’s options, frankly, are very stable, for either his center-left coalition or for Italy.

Given the ongoing eurozone sovereign debt crisis, the pressure will be on Bersani and on the entirety of Italy’s political elite, which now must be said to include Beppe Grillo and the leaders of the Movimento 5 Stelle (the Five Star Movement).  Right now, Italy’s 10-year bond rate is 4.49%, much lower than the 7%-and-higher rates that led to the downfall of Berlusconi’s government in November 2011.  But that could change — and fast — if Italy’s political leadership seems unable to form a government.  Grillo and his allies are now stakeholders in ensuring that Italy doesn’t unravel.

If Bersani succeeds in forming a government at all, it will be less stable than any government in Italy’s so-called ‘second republic’ — i.e., the period from the early 1990s to the present that’s been characterized by the downfall of the former Christian Democrats during the 1992 Tangentopoli (‘bribesville’) scandal that implicated virtually all of Italy’s political elite, the emergence in 1994 of Silvio Berlusconi as the head of the mainstream Italian right, and the increasing consolidation of the mainstream Italian left through what’s now become the Partito Democratico (PD, Democratic Party).

Any Bersani-led government, at this point, will not only be less stable than Berlusconi’s governments, but even less stable than the four notoriously rocky governments of Italian prime ministers Romano Prodi, Massimo D’Alema and Giuliano Amato from 1996 to 2001 and Prodi’s short-lived and troubled return to government from 2006 to 2008.

In light of that bleak background, here are the four potential outcomes over the coming days that you should watch for:

Continue reading Where Italy goes from today’s elections: a look at four potential outcomes

Making sense of today’s Italian election results

beppe

UPDATE, 7:30 p.m.: Here’s an additional piece on where Italy goes from here — a look at four potential outcomes to watch for in the days ahead.

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The election results from Italy’s general election have largely been counted, and they’re backing up the exit polls (not the initial instant polls from the preceding hours leading up to the election) that show a hung parliament — leaving the short-term future of Italy’s government unclear.Italy Flag Icon

Right now, it certainly looks like Pier Luigi Bersani’s centrosinistra (center-left) coalition will win a majority in the elections for Camera dei Deputati (House of Deputies), Italy’s lower house, while former prime minister Silvio Berlusconi’s centrodestra (center-right) coalition will win a majority in the elections for Italy’s upper house, the Senato (Senate).

Nonetheless, the big winner is the Movimento 5 Stelle (M5S, the Five Star Movement), the protest group of blogger and comedian Beppe Grillo (pictured above), which has significantly outperformed polling expectations and may well become the single largest ‘party’ in the Italian parliament.

Bersani leads in Italy’s lower house

In the 630-member lower house, the latest projections show Bersani’s centrosinistra with a small lead of around 29% or 30% to just 28% or 29% for the centrodestra, and a whopping 25% or 26% for the Five Star Movement.  Far behind in fourth place is prime minister Mario Monti’s centrist coalition with around 11%.  The communist, green, anti-corruption Rivoluzione Civile (RC, Civil Revolution) headed by antimafia magistrate Antonio Ingroia has won barely over 2%.

If that result holds, it means Bersani will command an automatic majority in the lower house — the winner of the largest share of the votes wins 54% of the seats in the Camera dei Deputati, so Bersani is likely to hold 340 seats.

Berlusconi leads in Italy’s upper house

In the Senato, however, seats are awarded proportionally on a regional basis, with a regional ‘bonus’ — the winner of the largest share of the votes in each region automatically wins 55% of the seats in that region.

It’s too soon to tell whether Bersani or Berlusconi will win the greater number of votes nationally in the senatorial elections, but it’s likely that Berlusconi may emerge with the greatest number of the 315 seats up for election today (though far short of a majority) — the latest projections show the centrodestra with 114 seats, the centrosinistra with 113 seats, the Five Star Movement with 57 and Monti’s coalition with 17.

Berlusconi wins Piedmont, sweeps southern Italy in senatorial elections

When you look at the results region-by-region, you begin to see just how amazing the comeback has been for Berlusconi.

Right now, it appears that Berlusconi’s coalition has not only won Piedmont and Veneto in northern Italy, but also Lombardy, Italy’s most-populous region, by what appears to be a whopping 38.0% to 29.5% victory.  That doesn’t bode well for the centrosinistra in regional elections in Lombardy, where the centrodestra is trying to hold onto power under its candidate for regional president, Roberto Maroni, since 2012 the national leader of the Lega Nord (Northern League).  Maroni faces a tough challenge from the leftist candidate, Umberto Ambrosoli.  Exit polls showed a very close regional race. 

In southern Italy, where the centrosinistra was hoping to break through with a credible chance at sweeping the south, Berlusconi’s coalition has apparently won each region, excepting Basilicata.  That includes Campania and Sicily, Italy’s third- and fourth-most populous regions, respectively.  Berlusconi leads 37.2% to 29.1% in Campania and by 33.2% to 27% in Sicily (where Grillo’s Five Star Movement, not typically strong in the south, won 29.5%).  It also includes Puglia, the home of twice-elected regional president Nichi Vendola, the leader of the socialist Sinistra Ecologia Libertà (SEL, Left Ecology Freedom) that is part of Bersani’s coalition.  Although SEL won nearly 7% in Puglia, its best result nationwide, it wasn’t enough to power the centrosinistra to victory, where it was trailing with 28.3% to the centrodestra‘s 34.5%.

Grillo is the biggest winner, Monti the biggest loser

All in all, the result is a victory for Grillo — his movement outpolled Berlusconi’s party (though not his broader coalition), the Popolo della Libertà (PdL, People of Freedom) and it’s still too soon to tell, but there’s a chance the Five Star Movement outpolled Bersani’s party, the Partito Democratico (PD, Democratic Party) as well.

Going down the list of senatorial results, it looks like the Five Star Movement outpolled both the PD and the PdL in Veneto in the northeast, Liguria in the northwest, Marche, Abruzzo and Molise in the center of Italy, and Sicily and Sardinia as well, with Grillo’s movement winning around 30% in some of his strongest regions.

Monti, by contrast, appears to have finished in fourth place — and a far-off fourth place — in every region.  Despite his alliance with the Christian Democrats — long-dominant in Italy’s south — Monti polled worst in Italy’s south, and did best (winning double digits of up to 12%) in the northern industrial regions like Piedmont, Lombardy, Friuli and Veneto.

That means that, even if they could find a way to build a coalition, Monti and Bersani are unlikely to have sufficient strength in Italy’s upper house to form a coalition.

Other winners and losers Continue reading Making sense of today’s Italian election results

The role of Italy’s south in this weekend’s election

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Although Lombardy in Italy’s north has been called the ‘Ohio’ of Italian politics — it’s a huge prize, given that it’s the most populous and richest region, and one of the few regions currently too close to call — Sicily might well be the ‘Florida’ of Italian politics.Italy Flag Icon

It’s the fourth-most populous region of Italy, after Lombardy, Lazio and Campania, and with 27 seats in the Senato (Senate), it’s quite a prize.  Like Lombardy, Sicily is essentially a toss-up in this weekend’s Italian general election.  Voting is underway today and will continue throughout Monday.

In addition to Sicily, the election remains close in three additional southern regions, in Campania (29 seats), Puglia (20 seats) and Calabria (10 seats) — polls, as of mid-February, showed the centrosinistra (center-left) coalition headed by Pier Luigi Bersani with a very narrow lead.  Taken together, the four regions boast 86 seats, representing more than half the seats Bersani will need to form a senatorial majority — a far larger prize than even Lombardy’s 49 seats.

Taken together, the four regions are Italy’s poorest, nearly one-half as wealthy as Lombardy, and plagued by widespread unemployment, even before the latest European financial crisis — the four regions receive funds from the European Regional Development Fund to stimulate economic growth and modernize their economies.  Since Italian unification in 1865, southern Italy never fully integrated into the rest of Italy, and governments for the past century have tried to develop plans to bring southern Italy’s economy up to a level more commensurate with northern and central Italy.

In addition to their economic and cultural gap with the rest of Italy, the regions are hampered by their links to organized crime — the Mafia / Cosa Nostra in Sicily, the Camorra in Campania, the ‘Ndrangheta in Calabria and, to a lesser degree, Sacra Corona Unita in Puglia. That, in turn, has led to greater amounts of political corruption, cresting in 1992 with the murders of anti-mafia magistrates Giovanni Falcone and Paolo Borsellino.

Despite the south’s central role in the election, there’s not much indication that any government would necessarily do much for the south, especially in an era of budget cuts.

All four regions typically favor the center-right in Italian politics — former prime minister Silvio Berlusconi’s centrodestra (center-right) coalition won all four regions in 2008 and even in the 2006 elections, when center-left prime minister Romano Prodi returned to power, his coalition lost both Sicily and Puglia.  Despite the strength of the autonomist Lega Nord (Northern League) in northern regions, such as Veneto and Lombardy, there’s not much of a counterpart in the mezzogiorno.  To the extent there’s a separate ‘southernist’ autonomist movement in the southern regions, it’s split among a group of shifting regional parties that routinely aligned with the centrodestra, and that continues to be the case in this election — a patchwork of southern parties, Grande Sud (Great South), has joined Berlusconi’s coalition, making them, oddly enough, electoral allies of the Northern League.

The winner in each region is important under Italy’s election rules — in each region, the party or coalition that wins the greatest number of votes is guaranteed 55% of the senatorial seats from that region.  So in a highly fragmented election like the 2013 elections, Bersani’s centrosinistra coalition could win 30% of the vote and still take 55% of the seats in a given region.

In the Italian parliament’s lower house, the winner of the national vote is guaranteed 54% of all seats, and polls show that Bersani is very likely to win the national vote.  In contrast, however, the regional rules for the upper house mean that he’s far from guaranteed a majority in the Senato, and so may be forced to form a government with prime minister Mario Monti’s pro-reform centrist coalition.

In this weekend’s election, however, the left has hope that if it can sweep Lombardy and the key southern regions, it will have a shot at winning a clear senatorial majority: Continue reading The role of Italy’s south in this weekend’s election

How the Italian election, Bersani’s to lose, became a Berlusconi-Monti dogfight

montiberlusconi

There are now less than two weeks to go before Italians select a new prime minister, and if you watched the dueling soundbites, you would be forgiven if you thought the two main contenders were current prime minister Mario Monti and former prime minister Silvio Berlusconi.Italy Flag Icon

But while Berlusconi and Monti have taken up much of the headlines, the centrosinistra (center-left) coalition headed by Pier Luigi Bersani, the leader of Italy’s center-left Partito Democratico (PD, Democratic Party), still seems more likely than not to win the Feb. 24 and 25 parliamentary elections, guaranteeing a majority in the 630-member Camera dei Deputati (House of Deputies), the lower house of the  Parlamento Italiano (Italian Parliament) and a plurality of the seats among the 315 elected members of its upper house, the Senato (Senate).

As of last Friday — the last day under Italian law that new polls can be published in advance of the election — the broad centrosinistra coalition still held a single-digit, but steady, lead over the centrodestra coalition dominated by Berlusconi’s Popolo della Libertà (PdL, People of Freedom).  After consolidating the center-right, especially by gaining the support of the autonomist Lega Nord (Northern League), Berlusconi’s coalition has pulled to within a modest deficit with the centrosinistra, despite the fact that polls show his PdL with less than 20% support and the PD with consistently over 30%.

Meanwhile, the centrosinistra coalition has lost some support to both the centrist coalition headed by Monti, the outgoing technocratic prime minister, and the anti-austerity protest Movimento 5 Stelle (M5S, the Five Star Movement) of comedian Beppe Grillo was also gaining steam going into the final two weeks of the campaign.

So if the centrosinistra lead has been whittled down a bit, the race to govern Italy still seems like Bersani’s fight to lose.  It’s a much more fragile lead than it was when the campaign started, but in Italy, you’d expect the race to tighten, especially with Berlusconi’s full-court press — even in his weakened political state, Berlusconi remains one of Italy’s richest men, and he commands a significant amount of media control.

Since the start of the campaign, even with Bersani and his center-left allies campaigning hard, sparks have flown strongest not between Bersani and Berlusconi, but between Berlusconi and Monti.

Monti, in shifting from an above-the-fray technocrat to an off-with-the-gloves politician, has attacked Berlusconi as the ‘pied piper’ of Italian politics, mocked his ‘family values’ by referencing Berlusconi’s tawdry sex scandal-ridden past, and said that a victory for Berlusconi would be a ‘disaster’ for Italy.  Earlier this week, he attacked Berlusconi’s promise to abolish — and refund to taxpayers — an unpopular housing tax as a ruse to buy votes with money the Italian government doesn’t have.

Berlusconi, for his part, launched his campaign in December 2012 by accusing Monti of dragging Italy back into recession with ‘German-centric’ policies and, despite an odd offer before Christmas to step down in favor of a united Monti-led coalition, has hammered away at Monti’s efforts to appease European interests from Brussels to Berlin, efforts that Berlusconi claims have come at the cost of improving everyday life in Italy.

In the midst of the back-and-forth between il cavaliere and il professore, where exactly does that leave the centrosinistra? And how did Berlusconi and Monti, whose parties have arguably less support than either of Bersani’s PD or Grillo’s Five Star Movement, come to dominate the campaign?

Continue reading How the Italian election, Bersani’s to lose, became a Berlusconi-Monti dogfight

Five reasons Berlusconi returned to run in the upcoming Italian election

After leading a symbolic ‘walk-out’ among his center-right Popolo della Libertà (PdL, People of Freedom) from the Italian senate on Thursday in opposition to the austerity measures and other reforms of caretaker prime minister Mario Monti, Il Cavaliere himself, Silvio Berlusconi (pictured above), today announced that he will lead the PdL as its candidate for prime minister in the upcoming Italian general election against a broad center-left alliance anchored by the Partito Democratico (PD, Democratic Party).

So much for a ‘third republic’ in Italian politics — with the selection of the Italian left’s old-guard’s candidate, Pier Luigi Bersani, in the center-left’s broad primary earlier this month against Florence mayor Matteo Renzi (the latter remains Italy’s most popular politician), Italy remains, for now, stuck in the same-old politics as before.

Indeed, a Berlusconi-Bersani face-off would not have raised eyebrows a decade ago.

This time around, though, Berlusconi will face none of the political luck or goodwill that’s marked most of his career — he left office in November 2011 with Italian 10-year bond rates at an unsustainable 7% amid a growing financial crisis that threatened not only Italy, but the entire eurozone.  In addition, Berlusconi has little to show for his stint in office in the way of policy accomplishments, was convicted (subject to appeal) for tax evasion earlier this autumn, and he’s been shamed by accusations of sex with underage women at the now-famous and much derided ‘bunga bunga’ parties and using his influence for the benefit of at least one of those women, a Moroccan immigrant.

So his return to office in many ways would be met with not just disdain, but outright hostility, from outside investors and much of the European political establishment, including the leaders of the European Union, French president François Hollande and German chancellor Angela Merkel.

Berlusconi’s return has been met with chilly responses across the Italian political spectrum.  Monti, who is not contesting the election but has indicated he would be available to lead a second government in the event of a hung parliament, cautioned against populism and warned that Italy must avoid returning to a position whereby Italy’s finances threatened trigger the eurozone’s wider implosion.  Beppe Grillo, a blogger and social critic, as well as the leader of the populist and anti-austerity Movimento 5 Stelle (M5S, the Five Star Movement), savaged what he called Berlusconi’s ‘exhumation.’

Berlusconi’s one-time ally, Gianfranco Fini, who served as deputy prime minister, foreign minister and a former president of Italy’s lower house, the Chamber of Deputies (Camera die Deputati), and who is running under the newly-formed Futuro e Libertà per l’Italia (FLI, Future and Freedom), also sounded alarm, noting that the PdL decision exposes Italy to additional risks.

Given the long odds — the PdL stands far behind the center-left coalition in every poll conducted for next year’s election (and sometimes behind the Five Star Movement, too) — why would the 76-year-old Berlusconi make a bid for a fourth term as Italy’s prime minister?

Here are five reasons why he could be making the race.

Continue reading Five reasons Berlusconi returned to run in the upcoming Italian election

Bersani routs Renzi in ‘centrosinistra’ primary to lead Italian left next spring

Florence’s brash, young mayor Matteo Renzi and his campaign to lead the Italian left threatened to remake Italian politics at a time of upheaval and uncertainty greater than at any point in the past two decades.

But the rank-and-file of the Italian left chose the more familiar path on Sunday, elevating instead the familiar, older and more staid, even boring, president of Italy’s largest center-left party, the Partito Democratico (PD, Democratic Party), Pier Luigi Bersani (pictured above, enjoying a post-election beer).

The 61-year-old Bersani easily defeated the 37-year-old Renzi with around 61.1% of the vote (with just 38.8% for Renzi) — a victory so complete for Bersani that Renzi was winning only in Tuscany, the central Italian region that’s home to Florence, and even there, only with about 55% of the vote.

For many reasons, I argued last week that Bersani’s victory was very likely: his control of the PD party machinery, Italian cultural values that respect longevity (i.e. can you think of anyone in the past 50 years that could be described as ‘Italy’s JFK’?), close ties to Italy’s largest union, the Confederazione Generale Italiana del Lavoro (CGIL, General Confederation of Labour) and support from the candidate who placed third in the first round of the primary election, Nichi Vendola.  Vendola is the openly-gay, two-term regional president of Puglia, a more leftist candidate who is the leader and founder of the Sinistra Ecologia Libertà (SEL, Left Ecology Freedom), which will join with a handful of other small leftist parties in supporting Bersani as a candidate for prime minister in Italy’s general election, scheduled to be held on or before April 2013.  Vendola memorably said, on the same day as his endorsement, that Bersani’s words were ‘profumare di sinistra‘ — perfumed with leftism.

Current technocratic prime minister Mario Monti is not running in the upcoming election.  Monti has shepherded labor reforms, budget cuts and tax increases through the Italian parliament since the PD joined with the main center-right party, the center-right Popolo della Libertà (PdL, People of Freedom) in November 2011 to appoint Monti in the midst of a public finance crisis that resulted in Berlusconi’s resignation.

So what happens next?

Continue reading Bersani routs Renzi in ‘centrosinistra’ primary to lead Italian left next spring

Bersani leads as Italian ‘centrosinistra’ primary heads to Sunday runoff

After last weekend’s first round of the primaries to choose the Italian center-left (‘centrosinistra‘) candidate for prime minister in advance of expected national elections in April, the current leader of Italy’s largest center-left party, the Partito Democratico (PD, Democratic Party), Pier Luigi Bersani looks like a favorite — even if just slightly — to win the runoff this Sunday.

Bersani (pictured above) won 44.9% of last weekend’s primary vote of around 3 million Italian voters, while the youthful mayor of Florence, Matteo Renzi, placed a close second with 35.5%.  The two faced off in a television debate earlier Wednesday, although the two candidate disagree more on tactics and broad themes than individual policies.

The regional president of Puglia — Italy’s southeastern corner — Nichy Vendola, who is openly gay and the most leftist of the three candidates, as well as the founder and leader of the more radical Sinistra Ecologia Libertà (SEL, Left Ecology Freedom), placed third with 15.6% — the SEL and a handful of other small parties have agreed to unite behind the winner of the centrosinistra primary as the prime ministerial candidate of the broad Italian left.

So with the centrosinistra primary set to end with the December 2 runoff between Bersani and Renzi, it appears that Bersani will win, despite the momentum behind Renzi’s candidacy and his promise to bring a new generation of leadership to Italy.  Vendola, earlier today, endorsed Bersani after indicating earlier that Bersani’s words were more ‘profumare di sinistra‘ — perfumed with leftism — than Renzi’s.

The battle between Renzi and Bersani is less ideological than generational — at 61, Bersani personifies the boring and staid leadership of the past 20 years of the Italian left.  At age 37, however, Renzi is something quite new in Italian politics.  His campaign’s theme is essentially that Italy is in need of a new generation of leadership — namely, Renzi’s, on the basis that a Renzi premiership would open a new and more productive era in Italian governance.  He’s not only called for an end to the era of former prime minister Silvio Berlusconi, but for a clean sweep of the Italian left as well.  Renzi’s even picked a fight with Sergio Marchionne, the CEO of Italian carmaker Fiat.

Both Renzi and Bersani have pledged to continue the era of budget discipline enacted by Italy’s current ‘technocratic’ prime minister Mario Monti, who took office in December 2011.

Monti has consistently refused to run for prime minister in his own right in the upcoming elections.  Monti, however, has indicated that he would be available to serve as technocratic prime minister again in the event of a hung parliament, and business leaders overwhelmingly favor a second Monti government to see through the budget cuts, labor reforms and tax increases that have brought Italy back from the brink of financial crisis.

Both candidates, too, have pledged to pursue more growth-oriented policies, even though it remains unclear exactly what either candidate could actually accomplish in an era of austerity throughout much of Europe.

That doesn’t mean there aren’t ideological differences between the two.

Bersani, with greater ties to Italy’s largest union, the Confederazione Generale Italiana del Lavoro (CGIL, General Confederation of Labour), comes from a stronger social democratic tradition than Renzi, who has styled himself as a modernizer not unlike former UK prime minister Tony Blair.  Bersani, the son of a mechanic, served as regional president of the leftist region of Emilia-Romagna in central Italy in the 1990s and as minister of economic development under former prime minister Romano Prodi from 2006 to 2008, where he tried to liberalize the Italian labor market.

Renzi, however, has refused to consider a potential governing coalition with the Unione di Centro (UdC, Union of the Centre), a small centrist group led by Pier Ferdinando Casini.  The UdC essentially represents the remnants of the long-dominant Italian Christian Democrats and, while Casini and the UdC would likely find overlapping interests on economic policy, the UdC, with its ties to the Vatican, remains socially conservative (e.g., it opposes same-sex marriage).  Bersani, although he is seen as slightly more leftist than Renzi, has nonetheless remained open to a coalition with Casini’s centrists.

Ultimately, it’s hard for me to believe that Renzi will actually win on December 2.  The ‘primary’ itself seems skewed in Bersani’s favor — he’s already the leader of the PD, has the support of much of the ‘old guard’ of the Italian left (such as former prime minister and foreign minister Massimo D’Alema), and accordingly, he has access to the left’s strongest party machinery, not to mention the benefit of his CGIL ties.  He now apparently has Vendola’s support from the SEL as well.

Furthermore, in a country that shows perhaps more respect for its elders than anywhere else in Europe, it seems unlikely that Italy will anoint as a potential prime minister someone so incredibly young.  The contest is especially meaningful because the PD looks set to win the upcoming elections (although the contest remains exceptionally fluid and unpredictable, even by the sometime operatic standards of Italian politics).

Continue reading Bersani leads as Italian ‘centrosinistra’ primary heads to Sunday runoff