April 14, 2016 § 1 Comment
Imagine a political party that finds itself in what appears to be a permanent bind. The elites who run the party and make up the senior elected officials represent an establishment rightwing view, and it is one that has been electorally successful for decades as it stayed within a national consensus that allowed it to attract a wider array of voters beyond its natural base. At the same time, many of the party’s voters have been steadily moving rightward and taking more extreme positions that are being embraced by people on an order of magnitude that would have been unimaginable a couple of elections before. The party honchos have not been unaware of this trend, and have been playing a timeless game in which they rhetorically support the more extreme positions of the base in an effort to keep them in the fold and win their votes, while rarely following through on the promises they make during the heat of a campaign. They are careful to give the base some small victories, but generally tend to pull back from the edge of the cliff of truly revolutionary proposals, always providing an array of excuses and promises that patience will pay off in the end, and that the eventual victory of remaking the country wholesale is just around the corner.
With each heightened expectation that is inevitably dashed, the base of the party becomes more upset and more radicalized. They eventually turn to even more rightwing movements that are seen as more authentic and more grassroots, and even though these more extreme movements are smaller and will never be able to win an election on their own outright, the effect is to push the larger and more establishment party to the right as it becomes terrified of being cannibalized by its more ideologically pure sibling. This of course only encourages the extremist base, and it creates a spiral in which the party becomes more extreme but can never go far enough to satisfy its most strident voters, and eventually the voters who happily kept returning the party and its standard bearers to national office turn on those standard bearers, branding their former heroes traitors to the cause and embracing new politicians who tell them what they want to hear, no matter how absurd or devastating the consequences of the proposed policies would be.
This is a rough portrayal of what has been taking place in the Republican Party, but it is also the story of what is right now taking place in Likud. The Likud establishment has been winning elections for decades, but the impatience of many in its base – particularly religious settlers – has led to challenges from smaller parties demanding greater fidelity to nationalist ideology, Naftali Bennett’s Bayit Yehudi being the most prominent recent example. Prime Minister Netanyahu comes off as unapologetically rightwing to many American Jews, but the fact is that to the Israeli right, he is seen as too cautious and not viewed as a true believer. His rhetoric meant for the rightwing base has become more extreme over time, from the infamous election night warning about Arab voters coming to the polls in droves to his all but calling Mahmoud Abbas a terrorist, but it is never enough. The fact that he and his government have placed any brakes at all on settlement activity in the West Bank, let alone refused to seriously consider annexation, makes him and other Likud luminaries automatically suspect. And thus Netanyahu keeps on being returned to office, but each time the grumbling becomes louder and keeping his coalition satisfied becomes increasingly Sisyphean.
In the U.S., this trend has led to a Republican Party circular firing squad, where whomever or whatever emerges is going to be barely breathing politically. In Israel, however, the consequences have been more serious, since this trend is not only ensnaring one of Israel’s two historically major political parties, but the IDF as well. This has been laid bare by the fallout from the Hebron shooting, in which an IDF soldier shot and killed an injured and immobilized terrorist with a bullet to the head. Both Defense Minister Moshe Ya’alon and Chief of Staff Gadi Eisenkot immediately moved to make sure that the soldier was detained and that a proper investigation was conducted, and Ya’alon forcefully condemned the soldier as one who had gone bad. The fact that they did not instead unequivocally support the soldier – who may yet turn out to be guilty of something less serious than murder, but whose actions were captured on tape and appear to be as ugly as it gets – was immediately seized upon by those on the far right, led by Bennett who accused Ya’alon of selling out the IDF. Netanyahu’s zigzag, from initially supporting Ya’alon and criticizing the soldier to then calling the soldier’s family and seemingly playing all sides, was sadly predictable. All of this was naturally followed by images circulating of Ya’alon’s face in the crosshairs of a rifle, comparisons to Hitler, and posters hung all over Tel Aviv calling on Eisenkot to resign and accusing him of failing to safeguard Jewish lives. The sad fact that Bennett is more representative of the public mood, as a majority of Israelis do not believe that the solider should have been arrested and investigated, does not make his conduct any less dangerous or reprehensible, since he is deliberately undermining the institution that is most trusted by the Israeli public in order to further his own political career. That Netanyahu is continuing to calibrate his own actions based on what Bennett does should finally put the notion to bed once and for all that Netanyahu is a leader rather than a man with his finger perpetually in the air testing the wind.
The IDF is what holds Israel together; once it has been undermined for short term political gain, there is no going back. And yet after years of treating its base as simplistic fools and seeing it boomerang in the faces of its leaders, the Likud is now haplessly watching by as its own defense minister is savaged for actually acting correctly and responsibly, and the IDF leadership is questioned for acting like armies in democratic countries act. That Republican leaders in the U.S. completely lost control of their own political vehicle and are now faced with the prospect of a nominee that many of them refuse to support – whether it is Donald Trump or Ted Cruz – is not a good thing for American democracy; no matter which party owns your sympathies, competition is both good and necessary for a healthy and functioning democracy, and the corrosion of the Republican Party is not good for the country. But ultimately, the damage is likely going to be limited to Republican institutions and not the institutions of the state. In Israel, the same cannot be said. Likud has been fighting a losing battle against its own Tea Partiers, whom it tacitly encouraged under the assumption that it could contain them, but the chaos is now spilling over and has the potential to bring the rest of the country down with it. When you wink at extremism while laughing at it behind its back, the joke is often on you. This time, it is coming at all of Israel’s expense.
December 23, 2015 § Leave a comment
2015 was a busy year in Israel, with elections, the Iran deal and the accompanying fiasco of Prime Minister Netanyahu’s address to Congress, the return of routinized violence in the streets, and other stories big and small occupying headlines. While 2016 will (presumably) not bring another election, there will be plenty of other momentous events and slow-burning stories that occupy Israel. At the risk of opening myself up to some serious embarrassment at this time next year, here are some issues that I think will manifest themselves in a major way over the next twelve months.
Israel is a rare case when it comes to the relationship between the political and military leadership. Since most Israelis – and virtually all of the political leadership – do mandatory military service, military issues are not unfamiliar to any policymakers. On the other hand, because the IDF is Israel’s most revered institution, military leaders are accorded enormous respect and deference by the Israeli public. It means that Israel’s elected officials are in a better position than elected officials in many other countries to challenge the military leadership when disagreements arise, but are simultaneously constrained by a public that itself has firsthand familiarity with the military.
When the politicians and the generals are on the same page, this is not a problem. When they are not, the potential exists for things to get hairy. Netanyahu has famously been on the opposite side of issues with IDF chiefs of staff and Mossad and Shin Bet directors in the past, but it has seemed over the past two years that the current government is never in the same place as the upper echelon of the security and intelligence establishment. The disagreement over whether to attack Iran before the Iran deal has given way to disagreement over how to deal with the growing terrorist violence erupting from East Jerusalem and the West Bank, and it almost seems inevitable that at some point down the road, the IDF is going to be asked to take actions to which it is adamantly opposed. I do not in any way mean to suggest that Israel is in danger of a military coup, since that seems about as far-fetched a possibility as Netanyahu all of a sudden embracing the BDS movement, but there is no question that the recommendations and priorities of the security leadership are clashing head on with the desires and priorities of the political leadership. Look for this to become an even bigger issue in 2016 as Palestinian violence grows and what to do in the West Bank becomes a more acute problem.
While you wouldn’t necessarily know it in the U.S. unless you regularly read beyond the headlines of the Israeli press, there are a couple of political scandals besetting Netanyahu that are ripe for explosion. The first surrounds his unusual process of appointments and suspicions that his primary criteria for evaluating whether someone is fit to lead Israel’s police force or become the next attorney general is if those appointees will turn a blind eye to the second, which is Sara Netanyahu’s household financial chicanery. It was reported this week that attorney general Yehuda Weinstein will allow the police to question Mrs. Netanyahu over allegations of misappropriating state funds in running the official Netanyahu residence, which comes on the heels of the search committee for the next attorney general recommending Avihai Mandelblit, who is seen as beholden to Netanyahu and likely to shield him and his wife from any future investigations. Possibly connected to this is Netanyahu’s strange decision to try and hold the primary for Likud chairman – which would normally happen six months before a Knesset election – as soon as two months from now in a blatant effort to forestall any challengers to his primacy. While Netanyahu’s motives may just be to get his ducks in order and catch rivals such as Gideon Sa’ar off balance well ahead of an election campaign, he also may be trying to get this out of the way before the scandals nipping at his heels catch up with him. Whatever the case, this will be a story to watch over the coming year.
Orthodox vs. Orthodox
Yedioth Ahronoth ran a feature over the weekend on the “new elites,” who are largely in the Naftali Bennett mold – young religious Zionists who are supportive of the settlement movement. While I think it is too soon to write the obituary for the secular liberal Ashkenazi elite that dominated Israel since its founding, there is no question that the fortunes of the national religious community – largely analogous to American Jewry’s modern Orthodox – are on the rise. The proportion of religious IDF officers and elite commandos has been skyrocketing for some time, and the heads of the Mossad, Shin Bet, and Israeli police all come from the national religious camp. Bennett and Tzipi Hotovely are the political figureheads of this new elite, and there is no question that their influence is rising.
The Orthodox are not monolithic, however, and the fact that the Haredi population is on the rise as well – not to mention that Shas and UTJ are back in the coalition and are Netanyahu’s favorite political partners due to their general quiescence to his agenda – almost guarantees more intra-Orthodox friction in 2016. As it is, there is bad blood between the Haredi parties and Bennett’s Habayit Hayehudi, stemming from Bennett’s alliance in the last coalition with Haredi bogeyman Yair Lapid and the fight between the Haredim and the religious Zionists over the chief rabbinate, and the tension will continue to rise. The new religious Zionist elite is not willing to live with the status quo that grants the Haredi rabbinate a monopoly over the state’s religious institutions, and religious Zionist and Haredi priorities are frequently not in alignment, with the former caring first and foremost about hanging onto the West Bank and the latter caring first and foremost about stamping out secularism and continuing the state subsidies for yeshivot and other Haredi mainstays. The clashes that have so far been mostly below the radar are likely to burst into the open the longer these two camps have to coexist with each other in the same narrow coalition.
So there are some of my broad predictions for what we will see, and keep on following this space over the next year to see whether I’ll be completely wrong or just a little wrong. Happy New Year to all.
March 18, 2015 § 9 Comments
I’m going to pat myself on the back for predicting on Monday that Likud and Bibi Netanyahu would win the most seats, that Buji Herzog would have no viable path to becoming prime minister, and that the government formed would boil down to Moshe Kahlon deciding whether to go with Netanyahu or force a national unity government (for the record, I think Kahlon going with Netanyahu is now an inevitability given how things turned out.) But my specific seat predictions were way off, and it’s easy to see how. I expected two things to happen, which I closed out the post with: “First, I think that Likud will gain back some votes at Habayit Hayehudi’s expense as rightwing voters are freaked out by the late Zionist Camp surge in the polls, and decide to throw their support behind Netanyahu despite their general fatigue with him. Second, socioeconomic issues are dominating people’s concerns, and that will translate into unexpectedly strong showings for Yesh Atid and Kulanu at the expense of Zionist Camp and Shas.” I was more right than I knew about that first statement, and vastly underestimated just how much that shift from BY to Likud was going to occur. I was dead wrong about that second statement, which is what led me so far astray. Let’s dive into the numbers a bit to see what actually happened yesterday, and I have some thoughts on what the various consequences might be.
The most useful comparison is between this year’s results and the 2013 results. In 2013, the rightwing bloc of Likud, Yisrael Beiteinu, and Habayit Hayehudi won 43 seats; the leftwing bloc of Labor and Meretz won 21 seats; the two state solution bloc (which was only Hatnua) won 6 seats; the socioeconomic reform bloc (which was only Yesh Atid) won 19 seats; the Haredi bloc of Shas and UTJ won 18 seats; the Arab bloc won 11 seats. The last two seats went to Kadima, but frankly nobody at the time could explain what Kadima stood for and was running on, and I’m not going to try.
In yesterday’s election, the rightwing bloc of the same three parties won 44 seats; the leftwing bloc of the same two parties plus Hatnua (since it formed an electoral alliance with Labor) won 28 seats; the socioeconomic reform bloc of Yesh Atid and Kulanu won 21 seats; the Haredi bloc won 13 seats; the Arab bloc that is now the Joint List won 14 seats. Compared to the last election, the nationalist right picked up only one seat, the left picked up only one seat (since Zionist Camp plus Meretz in 2013 added up to 27, and it’s unfortunately impossible to tease out which Zionist Camp votes were for Labor and which were for Hatnua), the socioeconomic camp picked up two seats, the Arab bloc picked up three seats, and the Haredi parties lost five seats. Nothing about this is a surge for the right, or for any side for that matter; the various blocs remained more or less constant, with the exception of the Haredi bloc losing seats due to the Shas-Yachad split. But it is unquestionably a surge for Likud itself, which went from 19 seats in the current Knesset to 30 seats in the next one. Where did those seats come from? It’s pretty evident that they came from the two other rightwing nationalist parties, Habayit Hayehudi and Yisrael Beiteinu, which respectively won 12 and 11 seats in 2013 but fell off a cliff to 8 and 6 yesterday. When you add in the seat that Likud picked up once Eli Yishai’s Yachad party did not make the threshold, you account for pretty much all of Likud’s gain. There is simply no denying that Netanyahu’s eleventh hour tactics worked, which were to drum up turnout on the right and explicitly make the case that rightwing voters could only vote for Likud or they would be risking a leftist government. He successfully cannibalized his natural allies, and in so doing increased Likud’s share of the pie without making the pie any bigger.
The related questions of turnout versus polling are interesting as well. My initial instinct yesterday was that the polling – both pre-election and exit – must have been garbage, and I noted on Monday that there are many reasons not to trust Israeli polling, which proves to be inaccurate in some measure every cycle. After thinking about it a bit more though, now I’m not quite so sure. The legal moratorium on polls in the last few days before an election meant that no poll could be conducted after Thursday, and the exit polls were concluded two hours before the actual election itself (since they aren’t interview surveys, but require Israeli voters to cast their actual vote and then go and cast a dummy vote in a fake voting box for the exit pollsters, which then get collected and tallied). Netanyahu’s huge campaign push – in which he gave an unprecedented number of interviews and turned up the nationalist rhetoric – occurred over the weekend and through election day itself, so the pre-voting polls would have had no way of capturing this effect. As far as the exit polls go, final voter turnout was up 4% from 2013, but if you were obsessively keeping track of the turnout numbers throughout the day yesterday as I was, you know that this turnout surge did not take place until very late in the day, so that the exit polls (which aren’t really polls) missed much of it. The exit polls may very well have been correct in reflecting a 27-27 deadlock between Likud and Zionist Camp at 8 PM Israel time, and the anecdotal evidence suggests that there was a flood of rightwing voters in the last couple of hours. The takeaway from this is not necessarily that Israeli pollsters are incompetent, although that can’t be ruled out, but that the accuracy of Israeli polling is not served by the legal blackout at the end of the campaign. On turnout, it should be noted that Netanyahu’s old-fashioned barn-burning turnout efforts destroyed the get out the vote campaign run by V-15 and Jeremy Bird. Likud increased its share of the rightwing vote, while Zionist Camp didn’t increase the percentage of leftwing voters or even get more of them to vote for Herzog. The money spent in this campaign to unseat Netanyahu was as big of a waste as what GOP groups spent in 2012 to get rid of Obama.
If there is one big thing that jumps out at me the day after, it is that ideology and identity distinctly trump economics in Israeli politics. Like in 2013, voters overwhelmingly listed socioeconomic concerns as their top issue in the run-up to the election, but ultimately that made little difference. There was no flock of new voters to Yesh Atid and Kulanu, which both ran on the economy and quality of life issues and had very little of substance to say on security. Likud, which barely bothered to campaign on specific policies, hugely increased its vote share by essentially saying, trust Netanyahu on security and send a message to the leftists and their foreign backers trying to take over your country. It was an emotional and identity-based appeal to nationalism that resonated with many voters, and it is a tactic that is sure to be replicated on both sides in the future.
There are many dangers in overt appeals to nationalism, one of which is that when you win, it makes it easier to demonize your opponents and claim that you have a mandate to do whatever you please. For Exhibit A through Z on how this works in practice, take a gander through the increasing ugliness of Turkish politics that has been wrought largely by Tayyip Erdoğan. Israel’s political system makes this even messier because of how it is structured. Netanyahu will act like he has been granted an enormous mandate following a landslide victory; after all, he beat the next largest party by a 25% margin in seats, obliterated the predictions for Likud based on the polls, and is going to control the winning coalition and be prime minister. Taking a step back though, Israel’s proportional representation political system means that in reality he won only 23% of the votes cast, which translates to 25% of the seats in the Knesset. He is simultaneously the clear winner and on the receiving end of 77% of Israeli voters preferring someone else. This does not in any way make his win illegitimate, and anyone who argues otherwise does not want to face reality, but the fact of the matter is that the system itself encourages post-election overreach. Netanyahu and his supporters are going to insist that his win validates his entire approach to politics, the Palestinians, the international community, etc. because voters were presented with a choice and they choose him. The true answer to that is in some ways yes and in some ways no, and as he will be leading the government fair and square, he can do as he pleases since that is how democracy works. But objectively, when the clear victor can only manage to get 1 out of every 4 votes cast, the system is probably not translating voters’ preferences into the appropriate policy outputs.
I don’t think much needs to be written on what Israeli policy will look like under a third consecutive Netanyahu government, since there aren’t very many surprises left. Netanyahu is who he is, and he is not going to undergo a late in life conversion that convinces him to shift course. I am more interested in what happens to Israel in the U.S., since Netanyahu’s reelection is going to keep on affecting one political trend that is already in full swing and may influence another, and perhaps more important, social one. The first is the partisanization of Israel in the U.S., which was very much laid bare by the machinations surrounding Netanyahu’s speech to Congress. The blame for this lies partially on both sides, although I certainly think one side is far more to blame than the other. Everyone with a dose of common sense knows that the White House badly wanted to see Netanyahu get tossed out by Israeli voters and that Netanyahu is now just biding his time until January 20, 2017 so that he never needs to think about Obama again, so it goes without saying that relations between Obama and Netanyahu for the next 22 months are going to be abysmal, and probably even non-existent. Will U.S.-Israel ties survive and come out the other side intact? Of course they will. But there will be more ugliness ahead and short-term relations are going to be very rocky, and if I worked in the prime minister’s office, starting today I would be spending all of my time coming up with a strategic plan for operating in the world without an automatic U.S. veto in the UN Security Council, because I think that era is now officially over. Netanyahu clearly and explicitly rejected a Palestinian state on Monday, and there is no walking it back or dissembling after the fact. That he did so wasn’t and shouldn’t be a surprise, but it destroys the legal fiction that he had constructed, and so when the Israeli government talks about the Palestinians not living up to their Oslo obligations or their promises to the Quartet (which in many ways they aren’t), that now officially goes both ways. You cannot insist that Palestinians must establish a state through the sole route of negotiations with Israel after you have declared unequivocally and without reservation that there will be no independent Palestinian state in the West Bank so long as you are prime minister. It was electioneering, but electioneering is not consequence-free.
Lastly, there is the pink elephant in the room that I have been ignoring so far in this blog post. Assess the following quote: “The right wing government is in danger. Black voters are coming out in droves to the polls. Left wing NGOs are bringing them on buses. We have no NAACP; we have the National Guard, we have only you. Go the polls, bring your friends and family. Vote Republican in order to close the gap between us and the Democrats. With your help and with God’s help, we will form a nationalist government that will protect the United States.” Nobody with any sense of decency would call that a legitimate effort to counter a get out the vote drive targeting minority voters. So when Netanyahu said it yesterday about Arabs – which everyone by now recognizes as the direct quote from him, with the specifics altered of course to make the analogy work – it wasn’t simply a legitimate attempt to just bring voters to the polls, as the usual suspects are reflexively arguing. Does this mean that Netanyahu is racist and has been harboring views all of these years that he just now allowed to come out, or that he made a racist appeal in a desperate attempt to boost his prospects? I don’t know, and frankly it doesn’t matter, since neither explanation is acceptable. The prime minister of any country should be nothing short of proud when more citizens vote, and exhorting only the right kind of citizen to get to the polls in order to counter the wrong sort of citizen is disgusting and unworthy of the leader of a democracy. That some people are falling all over themselves to pretend that there is nothing out of the ordinary or objectionable about this reflects just as poorly upon them as Netanyahu’s comments do upon himself. What all of this leads to for me is to wonder how this will affect American Jews. Just as the rejection of a Palestinian state under any circumstances will have political consequences, the blatantly racist appeal is going to have social consequences among American Jewry. American Jews as a group proudly support Israel, and one of the reasons is a conviction that Israel is in a tough spot but is genuinely trying to do the right thing. That argument, both internally and externally, becomes harder by some degree or another after yesterday. Are people going to look at the Jewish state bill in a new light? Is Netanyahu still going to get nearly universal support from establishment groups? Most crucially, what is the effective counter when the odious Boycott, Divestment, and Sanctions movement takes this quote and argues incessantly that it proves official and institutional racism in Israel? I don’t know the definitive answer to these questions, but I suspect that it will ultimately prove to be a significant aspect of Netanyahu’s eventual legacy.
March 16, 2015 § 5 Comments
Israeli politics is massively entertaining and raucous under normal circumstances, but tomorrow’s election is particularly special since for the first time in awhile, the outcome is entirely up in the air. Nobody knows with any real degree of certainty who will emerge victorious or how the coalition horse trading will conclude or even who is going to get the first shot at building that coalition. Americans – me very much included – spend lots of time watching shows like House of Cards, Scandal, Game of Thrones, and others that provide twists and turns that hinge on varying degrees of political surprises, but there is nothing like the real thing, and Israel’s election is certain to provide that. If you haven’t been paying attention, you’re missing the best reality show that exists.
Anybody who is confident that they know who the ultimate winner will be is demagoguing and I do not claim any clairvoyant powers, so take everything that follows with a grain of salt as it is nothing more than my best guess based on the last polls that were published on Friday and some intuition developed after years of closely paying attention to Israeli political trends. Israeli polls are notoriously unreliable; large classes of voters are disproportionately inaccessible to pollsters (Haredim, Arabs, immigrants, working poor), Israeli voters are fickle and in many cases do not decide until the last minute, and the proportional representation system presents a fundamental dilemma of voting strategically versus voting your conscience. For instance, pretend that you are a lifelong Meretz voter stepping up to the ballot box on Tuesday. You are almost certainly secular, liberal, Ashkenazi, living in Tel Aviv or its immediate environs, and you despise Netanyahu with a burning passion. In the last election, you knew that the left had no shot at forming the government and so there was no reason not to vote for Meretz. In this election, however, the last polls gave the Machane Tziyoni (Zionist Camp) alliance led by Herzog and Livni a four point lead over Likud, and you know that at least a four point margin is likely required if Zionist Camp is to be given the first shot at forming the government. So voting for Meretz and the leftist bloc overall is actually not cost-free even though your vote for Meretz is functionally a vote for a Herzog government, as Herzog needs as much as a lead as he can get over Netanyahu in order to get a chance at building a coalition. The Habayit Hayehudi voter at the opposite end of the spectrum is faced with the same choice; voting for the far-right party that is guaranteed to be part of a Netanyahu coalition risks empowering the leftist (and yes, that is a dirty word to your typical rightwing Israeli voter), defeatist, if not outright anti-Zionist Herzog and Livni, and so do you swallow your principles and vote for Likud directly, or do you vote for Habayit Hayehudi and Naftali Bennett as the only way of keeping Netanyahu honest and guaranteeing that a Likud government will never compromise on settlements and giving up land? This is all a roundabout way of saying that Nate Silver’s sorcery would never work on the Israeli election, because the polls are a guidepost but are not entirely trustworthy.
Assuming that the final polling results hold up – and I don’t think that they necessarily will – it is going to be very hard for Herzog and Livni to form a government. The last Channel 2 poll had Zionist Camp at 25, Likud at 21, Joint Arab List at 13, Yesh Atid at 11, Habayit Hayehudi at 11, Kulanu at 9, Shas at 9, UTJ at 6, Yisrael Beiteinu at 6, Meretz at 5, and Yachad at 4. We can safely assume that Zionist Camp, Yesh Atid, and Meretz are a united bloc, which is 41 seats. Likud, Habayit Hayehudi, and Yachad will not join with that group under any circumstances and they hold 36 seats, which leaves a leftwing government needing to pick up 20 seats from the 43 remaining. The 13 seats held by the Arab list can be used to block Netanyahu and Likud, but since the Arab list is not going to sit with Zionist parties barring a momentous and unprecedented policy change, Herzog actually needs to find 20 seats from the 30 represented by Kulanu, Shas, UTJ, and Yisrael Beiteinu. Shas and UTJ have sat with leftwing governments in the past, but even if they are willing to do so again, neither they or Lapid will sit with each other. Yisrael Beiteinu, which is led by Avigdor Lieberman, won’t sit with Meretz (and vice versa). Herzog could potentially pick up Kulanu, but he’d still need to somehow break the logjam between Lapid and the Haredi parties in order to get to the magic number of 61. In other words, Zionist Camp can beat Likud and the ideological leftwing bloc can beat the ideological rightwing bloc, and Herzog still has an almost impossible uphill climb to form a coalition. Not many people foresaw the bizarre Lapid-Bennett alliance two years ago and so I’m not willing to say that Herzog cannot somehow work some sort of combination of magic and legalized bribery in order to cobble something together, but it would be pretty much the most unworkable coalition in Israeli history and would be on death watch from day one. The one big wrinkle would be if the Arab list decides that actual political power is worth compromising on its principles and joins the coalition, but even then Herzog is not home free as Kahlon has publicly stated that he will not sit in a government that is dependent on the Joint Arab List for seats, which means convincing the Haredi parties to sit with Lapid, Meretz, and Arab parties. In other words, I wouldn’t be putting very much money on the next prime minister being Buji Herzog.
Netanyahu’s path is also difficult, but far less so. He starts with 36 and needs another 25 out of the remaining 30, but Shas, UTJ, and Yisrael Beiteinu sat in Netanyahu’s 2009 coalition and are all natural Likud partners. Those three parties get him to 57, meaning that Netanyahu’s fate hinges upon Kahlon. On the one hand, Kahlon is a former Likud minister whose list includes Netanyahu’s first term ambassador to the U.S. (Michael Oren) and whose support is drawn from Mizrahi traditional Likud supporters. On the other, Kahlon left Likud for a reason, starting with the fact that his stance on socioeconomic issues – which is his raison d’être in politics – is way out of whack with Likud and the right generally, and his base of voters has become disillusioned with Likud after feeling like it has been taken for granted and leans more left on economic issues. That Kahlon has stated as his goal to be appointed finance minister also cuts both ways. Netanyahu publicly promised over the weekend that Kahlon would be finance minister in his government irrespective of the number of seats Kulanu wins (an offer that Kahlon refused to accept before the election), and this is a promise that Herzog cannot match given his pledge to appoint Manuel Trajtenberg as finance minister should Zionist Camp form the next government. Despite this, it is hard to imagine Kahlon being more empowered to implement his agenda of lowering housing costs and regulating Israel’s banking system under a Likud government than he would be under a Labor government, and Kahlon know this full well. Again, I claim no clairvoyance to know what Kahlon is thinking or what his natural inclination is before both sides start wooing him in earnest, but I do know that he appears to control the only viable path to a third consecutive Netanyahu term, and you can bet that Netanyahu will move heaven and earth to gain Kahlon’s support. To paraphrase Mel Brooks, it’s good to be the king(maker).
Assuming that Kahlon does not want to enthrone Bibi, it means that Israel is headed for a national unity government. That could happen right away if Kahlon and Lieberman (natural allies in many ways given that they are both immigrants who came of age in Likud and now head parties that champion socially rightwing voters who have traditionally been poor and on the margins of Israeli society) decide that they will not recommend either Netanyahu or Herzog to President Rubi Rivlin and instead insist on a short-lived national unity government (and if they do this, it wouldn’t be surprising to see Yair Lapid, with his finger perpetually to the wind, do the same). It could also happen after three or six weeks of drawn out haggling with no resolution. If this happens, it would mean Netanyahu and Herzog agreeing to a prime ministerial rotation, and I have my doubts as to whether Bibi would actually accept such a scenario or would resign instead. In any event, for those who are still following along here, the sum total of this is that I am expecting either a third Netanyahu term or a national unity government, and which one occurs hinges entirely on Moshe Kahlon.
A few other small things to watch out for if you’re keeping score at home. First is whether Meretz, Yisrael Beiteinu, and Yachad clear the new higher electoral threshold of 3.25%, up from a previous 2%. While I suspect they will all squeak in – and frankly, you almost have to be rooting for YB and Lieberman not to make it for poetic justice purposes since he engineered the higher threshold in an effort to keep the Arab parties out in a move that backfired ever so spectacularly – the one I am keeping my eye on is Meretz, since it will not surprise me if Meretz is kept out of the Knesset. Meretz has basically been on a long and slow 15 year decline, but the pressure is really on now because I expect some Meretz voters to defect to Zionist Camp now that the left smells blood in the water and is riding the momentum of the final polls putting Herzog and Livni in first place. If Meretz does not make it in, this places Herzog’s path to becoming prime minister even further out of reach.
Second is the bad blood – and that’s putting it mildly – between Yachad leader Eli Yishai and Shas leader Aryeh Deri, the man whom Yishai replaced as head of Shas and who then had his revenge by replacing Yishai. In an effort to get back at Deri, Yishai split from Shas, initiating a nasty internecine fight and invoking insults directed at Deri from beyond the grave by deceased Shas spiritual leader and founder Ovadia Yosef. Yishai and Deri are mortal enemies, and having the two of them in the same coalition might present some problems as well.
And lastly, a final word about the polls. As I indicated, I don’t particularly trust in their accuracy, and I am guessing that they will be wrong in a few ways. First, I think that Likud will gain back some votes at Habayit Hayehudi’s expense as rightwing voters are freaked out by the late Zionist Camp surge in the polls, and decide to throw their support behind Netanyahu despite their general fatigue with him. Second, socioeconomic issues are dominating people’s concerns, and that will translate into unexpectedly strong showings for Yesh Atid and Kulanu at the expense of Zionist Camp and Shas. Since I want to give everyone the opportunity to mock how far off I am, my final spot predictions for the election are as follows:
Likud – 23
Zionist Union – 22
Yesh Atid -15
Joint Arab List – 12
Kulanu – 12
Habayit Hayehudi – 11
UTJ – 7
Shas – 6
Yisrael Beiteinu – 4
Meretz – 4
Yachad – 4
December 3, 2014 § 4 Comments
The big news from Israel this week is that early elections, long predicted by many, are now officially here. Following months of bickering between Bibi Netanyahu and his various ministers, internal upheaval within Likud, and fights over legislation involving the budget and the Jewish nation-state bill, Netanyahu yesterday fired Yair Lapid and Tzipi Livni from the cabinet, the Knesset voted to dissolve, and elections have been scheduled for March 17. This government did not even make it to the two year mark before dissolving (elections were in January 2013 and the coalition was formed in March of that year), but this shouldn’t have come as a surprise to anyone. This was in many ways the strangest and most unlikely coalition government to ever be compiled in Israeli history. You had ministers from other rightwing parties not even trying to hide their desire to at some point soon supplant Bibi by overthrowing Likud, ministers from Bibi’s own party quitting because of their distaste for him, an alliance between two parties – Yesh Atid and Habayit Hayehudi – that had little business allying on anything but did so in an effort to box Bibi in, and such polar opposite opinions between ministers on matters ranging from Jerusalem to the peace process to the budget to Israel’s identity that the government could not credibly claim to have a unified coherent opinion on anything. So this was never a matter of if the government would spectacularly implode, but a matter of when.
Yet despite the complete dysfunction and mayhem that has marked Israel’s 33rd government, Netanyahu’s move to fire his ministers now and to hold new elections is a misstep for him. Netanyahu’s thinking seems rather straightforward here, and theoretically makes sense; the polls indicate a bigger share of votes for rightwing parties in general, so he can go to new elections, construct a coalition that leaves out Lapid and Livni and thus eliminates his budgetary nemesis and his peace process nemesis, and bring in the Haredi parties instead – who will do whatever Bibi wants provided they get their usual buy-offs in the form of subsidies and benefits – and have a much easier time managing his government. It seems simple enough to trade in the current coalition for a more rightwing and pliable one, but Netanyahu may find in the end that he is going to get more than he bargained for, because while this plan makes sense on paper, the path to getting there is not quite so easy.
For starters, a more rightwing coalition doesn’t necessarily mean a more pliable one. The truth is that for varying reasons, Netanyahu has very few allies left on the right aside from Yuval Steinitz and Bogie Ya’alon. Not only is he without allies, but leading rightwing politicians actively and openly despise him. President Ruvi Rivlin, whose Likud credentials are unimpeachable, would love nothing more than to see Bibi toppled following the prime minister’s failed attempt to prevent Rivlin from replacing Shimon Peres as Israel’s president and views Bibi as unnecessarily inflaming relations between Israeli Jews and Israeli Arabs. Gideon Sa’ar, who is enormously popular among the rank and file and who was the leading vote getter in the last Likud primary, resigned his ministerial and Knesset posts in September, but gave a “retirement” speech in which he made plain his disdain for Netanyahu and that he would be returning to politics in the near future. Moshe Kahlon, another popular Likud politician who was a main driver of Mizrahi votes for the party, suddenly quit the party right before the last election over reported differences with Bibi and has now formed his own party with the aim of siphoning more votes away from Netanyahu. The enmity between Netanyahu and the ascendant radical Likudniks such as Danny Danon and Moshe Feiglin is well-documented and this group smells blood in the water as an isolated Netanyahu now sits on an island occupying the left pole of the party. Then there is Avigdor Lieberman, who is zigging and zagging – including releasing his own peace plan last week – and trying to be all things to all people in hopes of fulfilling his long held dream of becoming prime minister one day himself. He is only going to cooperate with Netanyahu to the extent that it furthers his own career interests, and given that the best way of positioning himself is to differentiate himself from the current prime minister, I don’t anticipate much altruism from Lieberman being directed Bibi’s way.
Finally there is Naftali Bennett, who is slated to take over Yair Lapid’s role as Bibi’s bete noire in the next government. Despite appearing to have reached a detente in recent months, Bennett and Netanyahu are still at odds, still have personal issues with each other (thanks to Sara Netanyahu), and are natural political rivals. Unlike Lapid though, Bennett represents an actual threat to Bibi, because he has the ability to hit Bibi where it hurts by stealing the prime minister’s own base. I have been arguing for years that the real political threat to Netanyahu comes not from his left but from his right, and Bennett is the personification of that threat. He is more appealing to the settler right and to nationalists – and let there be no doubt that Netanyahu’s championing of the Jewish nation-state bill is primarily an effort to win back the mantle of Israel’s most vigilant nationalist – and more appealing to the economically conservative technology and entrepreneur class as he is one of them. The right trusts him in a way that they don’t trust Bibi, and this goes double for religious voters. Bennett has also made a naked play at broadening Habayit Hayehudi’s electoral appeal by amending the party’s constitution in September to allow him to directly appoint every fifth candidate to the party’s electoral list in order to get more secular and Russian candidates into Habayit Hayehudi’s Knesset bloc. The upshot of all this is that Bennet doesn’t want to help Netanyahu; he wants to replace Netanyahu. He knows that it is unlikely to happen outright in this election, but if Bennett emerges from elections with the second most mandates in the Knesset, he is going to spend his time either pulling Netanyahu rightward – and loudly taking the credit for the results – or setting up showdowns designed to expose Netanyahu as a fraud to Israeli rightwing voters. Either way, Netanyahu may end up longing for the types of battles that he had with Lapid rather than those that will be orchestrated by Bennett.
Then there is Netanyahu’s assumption that the result of elections in March will be more overall Knesset seats for the rightwing bloc, and I’m not so sure about this one either. The current polls certainly reflect this to be the case, but the election is three months away and Israeli polls are notoriously unreliable. If Lapid and Livni band together, which by all indications is going to happen, it is going to pull the combined party to the left as Lapid will bring Livni along with the socially oriented economic program that he cares most about while Livni brings Lapid along with the peace process program that she cares most about, and such a party has a good shot of picking up more votes than the individual sum of its parts. In addition, Kahlon is polling well despite having literally no platform or real public positions yet, and that may dissipate very quickly once he is held to the fire. Even if it doesn’t, Kahlon’s party may end up being more leftwing than rightwing given his historical focus on socioeconomic issues for Israel’s more underprivileged sectors. The Israeli economy has suffered since the Gaza war, and if Netanyahu’s economic stewardship becomes a loud campaign issue, which Lapid and Labor are both trying to make happen, it does not bode well for any of the parties on the right given Netanyahu’s reputation as the godfather of unbridled Israeli capitalism.
Leaving aside the right more generally, Likud itself may not even match its current nineteen seats despite the early polls. Voters are wary about the state of the economy, and for the first time in a decade there is a real sense of unease over the domestic security situation given the spate of attacks in Jerusalem and the West Bank. Netanyahu’s choice of making such a big deal over the nation-state bill is also an odd one, as his traditional appeal is as the only experienced grownup in the room who can truly protect Israel in a time of growing threats. There is risk in pursuing this battle-tested strategy coming on the heels of a mixed performance in Gaza and new upheaval on the Palestinian front, but it is also true that many more Israelis are inclined to support Netanyahu’s no-nonsense rhetorical approach when they are feeling less safe. There is far less consensus on the nation-state Jewish identity issue than there is on being vigilant with Israel’s security, and by seizing upon the nation-state bill to benefit his own campaign, Bibi is taking a risk that he is actually using a wedge issue that will harm him. Likud is more likely to draw votes by primarily projecting itself as the ultimate guarantor of Israelis’ safety than by primarily projecting itself as the ultimate guarantor of Jewish identity. There is also the fact that a not insignificant chunk of voters seems to be annoyed that Netanyahu is going to early elections and don’t quite see the point beyond political expediency, which could hurt Likud. Finally, it is looking like with everyone gunning for Netanyahu personally, this campaign may end up being a referendum on the man himself, and while he has been popular enough to slide by with a plurality of votes in a very divided political system, he is not universally popular in any objective sense of the word.
A lot can happen in the three months between now and the election that will affect votes in unanticipated ways, be it rock throwers on the Temple Mount or Sara Netanyahu’s Haagen Dazs budget, but my educated guess this far out is that the right’s share is not going to be too much above 60-65 votes and that Likud is going to lose ground relative to Habayit Hayehudi so that the power imbalance between Netanyahu and Bennett narrows further. Netanyahu is living in a cocoon and has been at the top for so long that his instincts are off. If he ends up with a narrower margin above the leftwing parties than he is expecting along with a further empowered Bennett looking to stick a knife in his back at every opportunity, Netanyahu may just end up wishing that he had left well enough alone and stuck with his current low-grade headache rather than trading up for a migraine.