Weekly Briefing: Andy Burnham is coming. Be afraid

Plus Clarkson, Palantir and the tribunal trap

My favourite piece on CapX this week was Gawain Towler on Andy Burnham’s victory in Makerfield – and why it should worry anyone with a stake in Britain’s economic and cultural sanity. You can read it in full below.

We also featured former Chief Secretary to the Treasury Steve Barclay with an insider’s perspective on how Keir Starmer could choose to fill the gap in defence spending without raising taxes – if he had the political will.

The Prime Minister as first Lord of the Treasury does not need the Chancellor or Chief Secretary’s consent

John Wills offered a bold plan to fix social housing that would go further than the Thatcher-era Right To Buy programme and literally give council homes away. It would still end up costing us less than the current system.

Elsewhere this week: Alan Hibben on the tribunal trap; Tom Willerton-Gartside from Looking for Growth on their new Bill to stop Net Zero costing you a fortune; John Penrose on devolution’s dirty secret; James Price channels Stalin on drone warfare; and Stephen Pollard on the real reason the Left don’t want Palantir to save the NHS.

Marc Sidwell
Editor, CapX

Andy Burnham is coming for Downing Street. Be afraid

Gawain Towler

Christopher Furlong/Getty Images

The numbers are not in dispute, whatever the spin. Andy Burnham took Makerfield with 54.8% of the vote and a majority of 9,231, on a turnout of 58.7%, the highest at any parliamentary by-election in almost seven years. Labour’s lead over Reform UK, 13 points at the general election, widened to 20. A seat Reform had swept only weeks before, taking all eight of its wards in the May locals on close to half the vote, delivered a thumping Labour win. So what happened?

The first answer is the simplest, and the one Reform will least want to hear. It was Andy. Not Labour, Andy. He fought the seat as a Christian name, ‘Andy, For Us’, complete with cartoon, Oasis track and the now-celebrated running shorts, and his canvassers were perfectly open on the doorstep that a vote for him was a vote to be rid of Keir Starmer. That is a remarkable thing for a Labour candidate to say about a Labour prime minister. It worked, because Burnham holds the one asset almost nobody else on his side still owns: he is a Labour man untainted. He spent the wreckage of the last two years in Manchester rather than the Cabinet, and the failures of a decade of opposition belong to other people. He is the King of the North precisely because he has never had to run the country.

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Which gives the campaign its central irony. Burnham’s explicit pitch was to remove the Prime Minister; Reform’s entire effort went into stopping Burnham; and so Reform, a month after winning every ward in the seat by promising to throw the Government out, spent June implicitly working to keep Starmer in. The appetite for change had not faded. It had simply found a more plausible vehicle. That is the messenger problem in its purest form. The same message that carried Reform in May carried Burnham in June, because in a straight fight for the anti-Westminster vote, the King of the North will beat a local plumber with a difficult social media history every time.

And this is the part that should trouble Reform more than the scoreline. They did not lose for want of effort; by every account the ground game was relentless. They lost for want of preparation and data. Simons’s resignation was choreographed weeks in advance, which meant Burnham entered the short campaign with his voter identification done, his targets mapped and his machine already warm. Reform arrived with all the enthusiasm of the council sweep and none of the infrastructure beneath it. Enthusiasm wins wards. It does not, by itself, win a parliamentary seat against a professional operation with a head start.

Two things finished the job. The first was a disciplined social-media operation by Labour and the wider Left aimed squarely at women, and it told: Reform-leaning female voters peeled away, scarcely helped by a Reform candidate whose unearthed posts about women had become a national story. The second was the now-familiar sight of the Left coalescing, exactly as it did in Gorton and Denton. The Greens quietly scaled back to give Burnham clear water, the Liberal Democrats were crushed to 163 votes. The Conservatives, too, all but disappeared, every tactical instinct in the seat pointing the same way.

Then there was Restore. Rupert Lowe’s new outfit, slick on Musk’s X and cheered on by the owner himself, took 6.8% and, more damagingly, took Reform’s eye off the ball. Much of Reform’s closing energy went not on Burnham but on a war on its own flank, leafleting that Restore ‘can’t win here’ and briefing against it in public. Reform and Restore between them polled 41.3%. Divided, it bought them nothing. The Right did not lose Makerfield for lack of votes. Well it did, but it also lost because it spent the final week shooting at itself.

The danger of a Burnham premiership is not that it would be radical on the economy. It is that, barred from being radical on the economy, it would be radical on everything else

What should worry CapX readers, though, is less the autopsy than the prospectus. Burnham now has his seat and, with it, a live run at Number 10. Look at what he is actually offering. He insists he will keep Rachel Reeves’s fiscal rules, which means the arithmetic does not move. Burnham may, like a certain kind of politician, profess not to care about the bond market. The bond market, unfortunately, cares a great deal about him. Denied the room to buy off the Left with money, he will buy it off with culture instead.

Expect, then, two years of red meat hurled to the hard-left benches: partly to placate MPs spoiling for a fight, partly to recover the Green defectors at a moment when the Greens look to be busily eating themselves. The tells are already there. A Government in this position supports assisted dying. It reaches for ever-tighter control of the internet in the name of safety. It hunts the cheap and divisive win because the expensive and unifying one, growth, is off the table. The danger of a Burnham premiership is not that it would be radical on the economy. It is that, barred from being radical on the economy, it would be radical on everything else.

Reform will tell itself Makerfield was a candidate problem. In part, it was. But the deeper lesson is the one the Right keeps declining to learn: enthusiasm is not organisation, and a movement that cannot count its own voters, or stop fighting itself, will go on handing seats to the best-prepared man in the room. On Thursday that man was Andy Burnham. We may all live to regret how good he is at this.

And if you want more…

– What Clarkson’s Farm reveals about rural Britain (Arthur Reynolds)

– Labour fail the defence test (Eliot Wilson)

– AI could fix policing. Politicians won’t let it (Ian Acheson)

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We’ll be back on Monday.