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Governing by Variable Geometry

Governing by Variable Geometry

As the first anniversary of the Carney government election approaches, one thing stands out: Mark Carney’s impact on the Canadian political landscape has been as rapid as it has been improbable.

In less than a year, Carney not only secured an unexpected electoral victory — reviving a Liberal Party many had written off after of Trudeau government — but went on to build a parliamentary majority through a series of floor crossings. Something no Canadian prime minister had done before.

Part of this success can be explained by circumstance. Donald Trump’s repeated threats against Canada triggered a powerful wave of national solidarity which shows no sign of waning.

But it doesn’t fully explain Carney’s political success.

The question the is, what is it about Carney’s approach that makes it work? And what does that tell us about the current state of our parliamentary democracy?

Carney himself offered part of the answer months ago at the World Economic Forum in Davos. There, he argued for a policy of “variable geometry” — a form of realpolitik built on constant adaptation to shifting power dynamics.

Internationally, the approach was widely praised. It helped solidify his domestic image as a pragmatic, credible, and highly competent leader. That same approach now appears to be taking hold at home.

Across multiple policy areas, a pattern has emerged. Ambitious commitments are announced, then softened, reframed, or quietly set aside as priorities shift. Early signals on climate ambition have given way to a stronger emphasis on “competitiveness.” Promised regulatory clarity on emerging technologies like artificial intelligence remains tied up in extended consultations. Positions on foreign conflicts have shifted in tone and emphasis within days as political and economic pressures evolve.

Individually, these look like tactical adjustments. Taken together, they form a pattern and reveal a deliberate approach to governing – hard-nosed, calculating and grounded not so much in principles as much as in opportunity.

Government consultation offers a good example. In some cases, it expands political space and time — extending timelines without forcing decisions. In others, it contracts — particularly when broader input might constrain executive flexibility.

The contrast with the ongoing CUSMA review is striking. During the 2017–2018 renegotiation, Canada relied on broad, continuous consultations to build a unified and well-prepared negotiating position. Today, many stakeholders describe a more centralized, less transparent process.

A year in, the pattern is clear. When speed and control matter, consultation narrows. When delay is useful, it expands. What emerges is a form of variable governance.

The Carney approach does not operate in a vacuum. It is made possible by the environment in which it unfolds. It is this environment that distinguishes Mark Carney’s domestic realpolitik from the brass tacks pragmatism of a Jean Chretien.

We now live in a political and information ecosystem where attention is fragmented and memory is short. Issues cycle rapidly. Narratives turn over quickly. New announcements displace old ones before they can be fully evaluated.

In that environment, constant repositioning is not punished. It is normalized and forgotten.

And as an economist, Carney knows voters respond rationally. Faced with information overload, they rely on shortcuts — ideology, reputation, perceived competence — to make sense of politics. Increasingly, governments are judged less on coherent policy trajectories than on general impressions.

The shift is subtle but significant, as accountability shifts from programs to perception, and from trackable commitments to reputational cues.

This is where Carney’s approach dovetails with its environment.

His political strength does not rest on the success of his decisions – it is much too soon to draw definitive conclusions on the government’s policy directions.  His success rests on the strength of a brand – foresight, competence, seriousness, control –that he has been able to fashion.

And as long as that perception holds, consistency and outcomes matter less.

A recent example illustrates the point. On February 28, Carney was among the first Western leaders to support U.S. military action against Iran. Within days, as consequences and criticism mounted, the government shifted toward a position emphasizing international law and negotiation. At the same time, it rolled out measures to mitigate the economic fallout of a conflict whose geopolitical and economic fallout were wholly predictable.

In isolation, this looks like recalibration. Seen as part of a pattern, it suggests something else: the ability to occupy successive, difficult-to-reconcile positions without bearing sustained political cost.

The issue is not simply Carney’s style; it is the absence of effective political counterweights.

When opposition parties chase the story of the day — often set by the same accelerated media cycle — they reinforce the system they should be chipping away at. What is missing is not outrage. It is organized memory.

Effective opposition in this environment requires discipline. It requires tracking commitments over time, systematically connecting statements to decisions, and showing the real-world consequences — economic, social, human — of policies.

Not through one-off political hits, but through sustained, methodical work and fresh and credible communication strategies

Because this is the real battleground.

Carney’s governing approach is not just adaptive. It is also well suited to an environment where scrutiny struggles to keep pace.

Put plainly: it takes advantage of a system under strain, where brand perception trumps reality. Nothing will change until that changes.

As long as opposition parties — especially the official opposition — confuse reaction with strategy, the playing field will continue to be tilted in favour of the government.

For the opposition parties, the task ahead is more demanding. It is to rebuild continuity, slow the cycle and make commitments traceable, outcomes intelligible and accountabilities clear.

And a democracy where power can move faster than the scrutiny applied to it is a democracy whose foundations begin to crack.

Mark Carney’s Coalition Numbers Don’t Add Up

Mark Carney’s Coalition Numbers Don’t Add Up

It was often said of former U.S. House Speaker Nancy Pelosi that her greatest political asset was her ability to count. To count votes, certainly — but more importantly, to count what allows a coalition to endure over time: sensitivities, idiosyncrasies, and invisible red lines.

Mark Carney holds a PhD in economics. He knows how to count. Yet, eight months after his government’s election, it remains unclear whether he has mastered the kind of political arithmetic required to govern a minority government in a federation as diverse as Canada’s.

Since his election last April, Carney and his government have embarked on a sweeping overhaul of major federal policies, marked by limited consultation and transparency.

Virtually nothing has been spared: international trade, internal trade, environmental policy, national defence, climate policy, immigration. All of it has been pursued under the cover of a political consensus that hangs by a single thread — Donald Trump.

While decisiveness is essential when governments face challenges requiring immediate responses, strategic restraint are just as crucial when the issues at stake are structural in nature.

Unfortunately, restraint has been largely absent. Between visits to Paris, London, Doha and Beijing, Mr. Carney has appeared intent not only on rebuilding the foundations of Canada’s major public policies, but also on reshaping the Liberal Party’s governing coalition.

For decades — from Pierre Trudeau to Justin Trudeau — the backbone of that coalition has been formed by Atlantic Canada, Quebec, and Ontario (particularly the GTA and its suburbs).

Since his election, however, Mark Carney has devoted disproportionate attention to the grievances of Alberta and Saskatchewan while relegating to the sidelines Quebec’s concerns over pipeline development and carbon emission reductions and Ontario’s interests in the health of its automotive sector.

The issue is not whether Alberta and Saskatchewan have legitimate claims tied to the development of their natural resources. They unquestionably do. What is striking is the contrast between the urgency with which those claims are addressed and the relative indifference shown toward the concerns of other provinces that remain central to the Liberal Party’s traditional electoral coalition.

On paper, the Carney government appears to have gained stability since the election. In Parliament, it has survived its first major political tests, including confidence votes on the Speech from the Throne and its budget. Before the holidays, two Conservative MPs — one from Nova Scotia and one from the Greater Toronto Area — crossed the floor to sit as Liberals.

On the ground, however, the picture may be quite different. The Liberals and Conservatives remain neck and neck in the polls. And while it is still too early to speak of entrenched trends, early signs of erosion are already visible in the Liberals’ traditional strongholds.

This is true in Quebec, where Liberal support has declined by roughly five points since the election; in Ontario, where the drop approaches six points; and in Atlantic Canada, where the decline exceeds five points since April. Notably, Liberal support has remained essentially unchanged in the Prairies and in Alberta.

A closer look at the electoral map helps clarify the magnitude of the political risk facing Mr. Carney and his government.

In the last election, the Liberals lost seven ridings in Alberta and Saskatchewan by margins of a few thousand votes. By contrast, they won 26 seats in Ontario and Quebec by margins of less than 5,000 votes. Even a marginal weakening of Liberal support in Ontario, Quebec, or Atlantic Canada would be enough to shift dozens of seats into Conservative or Bloc Québécois hands.

The chart below illustrates the asymmetric electoral reality facing the Liberal Party: while close losses in the West are relatively few, dozens of seats in Ontario and Quebec rest on razor-thin margins.

Mark Carney and the Liberals returned to power in the shadow of Donald Trump. They benefited from voter anxiety and a reflex of solidarity among Canadians confronted with American political chaos. That consent was real — but it was circumstantial. It did not constitute a mandate to upend the country’s industrial, economic, and political foundations.

In a federation, knowing how to count is not simply a matter of tallying seats or securing markets. It requires acknowledging and accounting for what may not be immediately visible: diverse values, regional diffrerences and sensitivities, and thresholds of acceptability.

Mark Carney is a smart man. What he lacks is the lived political experience — and the humility that comes with it — needed to understand how electoral coalitions are built, and how they unravel. Canadian political history is clear: coalitions do not always collapse with a crash. More often, they erode — slowly. And when the numbers no longer add up, it is usually too late to start counting again.