Introduction
It is a paradox that the rise of right-wing nationalist political parties has further internationalized politics across democratic nations. In principle, nationalists are focused on enhancing the power and autonomy of their own nations. In practice, they share a politics focused on restricting immigration, embracing national traditions, resisting cultural liberalism, and battling what they have turned into a word that now spans many languages, “wokeism.” Despite differences and growing conflicts since the Iran War, nationalist politicians have continued to see themselves as part of a broader movement—no two more so than President Trump and former Hungarian Prime Minister Viktor Orbán, who became a hero to the American MAGA right.
Trump has underscored a sense of this shared political destiny as the only president to tie American foreign policy explicitly and unabashedly to right-wing political parties in Europe and their objectives. His administration’s national security strategy, released in November 2025, extolled “unapologetic celebrations of European nations’ individual character and history” and declared that “America encourages its political allies in Europe to promote this revival of spirit.” It added pointedly that “the growing influence of patriotic European parties indeed gives cause for great optimism.” “Patriotic” was a friendly synonym for “nationalist.” Lest there be any ambiguity, Vice President JD Vance flew to Hungary to campaign for Orbán in Hungary’s recent election, and Trump issued strong statements of support.
The president has also made clear his unhappiness with centrist, center-left, and center-right politicians in Europe—and with the European Union itself. He attacked Germany’s Chancellor Friedrich Merz after the Christian Democratic leader spoke his mind in observing that the United States was being “humiliated” in its talks with Iran to end the war. Trump quickly announced the withdrawal of 5,000 American troops from Germany and said Merz was “doing a terrible job” with his own country.
Merz was not alone in expressing displeasure with Trump over Iran and was thus not alone in drawing his ire. The president’s targets have included British Prime Minister Keir Starmer and Spanish Prime Minister Pedro Sánchez, both of the center-left, France’s centrist President Emmanuel Macron, and even Trump’s ally on the nationalist right, Italian Prime Minister Giorgia Meloni.
American presidents have had their differences with allies before, but the intertwining of the highly personal and the ideological is unique to this administration. Similarly, while strong ties across national borders among like-minded political parties and movements go back to the 19th century—Social Democratic and Christian Democratic parties in particular built close relationships across national boundaries—there is no precedent for a White House nurturing a transatlantic political alliance on the nationalist right.
It’s not surprising, then, that Orbán’s landslide defeat in Hungary’s April 12 election at the hands of center-right leader Péter Magyar had both global effects and some lessons for U.S. politics. It was the most important European election so far in 2026.
Along with Trump’s sharply declining approval ratings, Orbán’s loss has diminished talk of an inevitable march rightward across the democracies. Trump’s approach—to allies, to Greenland and Canada, to NATO, to tariffs, and now to Iran—has bred a backlash. This has strengthened centrist and center-left parties in key elections. The 2025 victories of the Liberals in Canada especially and also of the Labor Party in Australia both owed to anti-Trump feeling that weakened not only the far-right but also mainstream conservative parties. Since then, even Trump’s nationalist allies abroad have become warier of linking themselves too closely to him. Trump-friendly figures on the European far-right have distanced themselves from him on the Iran war, Meloni being just one particularly notable dissenter.
Nonetheless, other European elections this year make predictions of the decline of the far-right across Western democracies premature. The performance of the nationalist, anti-immigration Reform Party in May’s local and regional elections in Britain upended its politics and may mark the end of Keir Starmer’s prime ministership. In Germany, the far-right AfD has performed well in state elections and is running first in the polls. French politics is in shambles, and far-right candidates run ahead of most of the likely alternatives, from center-right to left.
Middle-of-the-road politics has also been set back by the decline of what were long, effectively, two-party systems with big-tent parties—Labour versus the Conservatives in Britain, Christian Democrats versus the Social Democrats in Germany, center-left versus center-right parties in France. Far-right parties are still a long way from achieving majorities, but they have profited from splits across the broad political middle ground. Political fragmentation in the democracies is one of the most important developments of the last two decades. Fragmentation has largely worked in the far-right’s favor, although developments in Britain and Denmark suggest the nationalists may also begin to suffer from a fracturing of their movement.
It would, in any event, be a mistake to draw uniform lessons from recent elections in Europe. If there is a single robust rule, it is that this is a very difficult moment to be an incumbent party or leader. This is partly explained by immediate concerns about inflation and, in many nations, slow or negative growth. But there is also a larger malaise, captured well by my colleague Constanze Stelzenmüller, director of the Brookings Center on the United States and Europe: “We are in a moment of systemic overload which is being exploited by adversaries (domestic and external) who are bent on using this opportunity for genuine systemic revision,” she argues. “These adversaries are often ideologically and strategically inconsistent and incoherent, and more often than not incompetent in execution—but they try to make up for that with aggression and destructiveness.”1
What follows is an examination of recent elections in Europe, with an eye toward lessons they might offer for understanding the direction of American politics.
A defeat that echoed beyond Hungary's borders
The defeat of Orbán was made possible by the triumph of opposition unity over the very fragmentation that has benefitted the far-right elsewhere. The internationalization of the nationalist right means that an event in a nation of nine million people mattered far beyond Hungary’s borders.
Because of Orbán’s closeness to both Trump and Russian President Vladimir Putin, Magyar’s success was widely viewed as a slap at both. Unlike Orbán, Magyar was eager to repair ties to the European Union (partly to win the release of billions of dollars in aid held up by Brussels in response to Orbán’s authoritarian approach to governing and the rule of law). For his inauguration, Magyar picked May 9, “Europe Day,” which the European Union sees as its notional anniversary, and as the Economist noted, he thereby marked “Hungary’s renewed commitment to the bloc.” That commitment was underscored by his relationships with key figures on the European moderate right, including Merz and Polish Prime Minister Donald Tusk. And because Orbán played host to many political and intellectual figures associated with “national conservatism,” including meetings in Hungary of the staunchly pro-Trump Conservative Political Action Conference, his defeat was fairly seen as a blow to them, in the U.S. and elsewhere.
It was natural for Trump’s opponents in the United States to seek guidance in Orbán’s defeat, and Kenneth Roth, a professor at Princeton’s School of Public and International Affairs, offered a compendium of lessons in the Guardian. Roth noted that Magyar’s victory showed that divisiveness bred by a leader can backfire, that election rigging has its limits, that autocracy can be reversed, and that external support for democracy matters. The last point may have less relevance to the U.S., as Roth noted, since there is no equivalent here to the pressures the European Union can bring on Hungary.
Three other lessons Roth drew lay the groundwork for important debates among critics of Trump and the nationalist right in the United States—the need to “prioritize opposition unity,” which is indeed vital in the face of fragmentation; the necessity of waging the political battle “from the center” and the eternal political truth that “economics matter.”
Economic discontent bred by anemic or negative growth rates weighed heavily on Orbán. Trump is now having a similar experience. The origin of Trump’s declining approval ratings clearly lay in his failure to keep the expansive economic promises he made during the 2024 election, notably his pledge—much noted now by his political adversaries—to bring prices down on “day one.” Especially since the start of the Iran war, they have gone up instead.
The other two are more complicated. The circumstances of Hungary’s situation that allowed such a broad alliance against Orbán to hold together are not easily replicated. After 16 consecutive years of Orbán in power—plus four more between 1998 and 2002—the country’s left and center-left were willing to cede the stage to Magyar and his center-right Tisza party, acknowledging that Magyar had a far better chance of defeating Orbán than any progressive alternative.
In a few other countries, the left or center-left see a comparable imperative to cede to the center-right, and center-right parties seem equally unwilling to give ground to progressives. Center-left parties have indeed been willing to join coalition governments with the center-right to keep the far-right out of power—Germany is a prime case. In France, President Emmanuel Macron won election and reelection from the center because enough voters to his left and on the moderate right prioritized defeating the far-right’s Marine Le Pen. Still, the crisis situation that forged the degree of unity Magyar achieved in Hungary is rare. The Democrats’ chances in the U.S.’s 2026 midterm elections hang in part on whether Trump has created this opportunity again, as he did in 2018 and 2020—but not in 2024.
Similarly, the call to “fight from the center,” a common electoral battle cry among moderates everywhere, was easier to implement in Hungary because of Orbán’s longevity and the widespread fear that he would further consolidate his power if he were reelected. It is not a sure-fire strategy, especially since anger over the status quo is driving many voters in significant numbers toward the farther edges of the right and the left. The “center” is, in any event, a fuzzy concept. Consider that voters who are economically conservative and socially liberal might be seen as “centrist,” but so might those who are economically progressive but socially conservative. Yet these two kinds of “centrists” have little in common.
Voters in the democracies seem to be seeking both reassurance (a classic centrist promise) and transformation (a challenge to centrists). Magyar was in a good position to strike this balance. As New York Times columnist Michelle Goldberg noted, there was nothing milquetoast about Magyar’s promises, since he “campaigned on a clean break from the existing order.”
Key to Orbán’s defeat was corruption and exhaustion with a state-backed oligarchy and kleptocracy. Magyar effectively mobilized this anger in the face of economic discontent, as New York Times columnist M. Gessen stressed in another excellent compendium of lessons from Orbán’s defeat. This aspect of his campaign seems increasingly relevant to the American situation, and Democrats are eager to pursue it against Trump. He has given them ammunition with his stock trades, ballroom, crypto dealings, foreign investments in family companies, and in his taxpayer-financed fund to pay off supporters, including violent January 6 protestors, which has drawn opposition within his own party.
In the end, the biggest advantage Magyar had was as the outsider facing an increasingly unpopular regime at a time when nearly all incumbents are in trouble. A backlash against whoever held power has been a fact of political life in the post-pandemic period, fueled especially by anger over higher prices and unequally shared economic growth—or, in the case of many parts of Europe, a lack of growth altogether. Writing in the Financial Times near the end of 2024, John Burn-Murdoch noted that “the past year or two has created arguably the most hostile environment in history for incumbent parties and politicians across the developed world.” The same discontents that led to Trump’s victory in 2024 are now undermining his and his party’s chances in 2026 and beyond. But this also means that in the vast majority of democratic nations where the far-right is isolated from power, it can become the voice of protest and frustration. This is roiling politics in Britain, Germany, and France.
Local and state elections this year in all three marked the continuation of the anti-incumbent feeling Murdoch documented two years ago. In Britain and Germany especially, these sentiments worked to the benefit of the nationalist right. Yet there also appears to be a ceiling on far-right support.
Reform's rise in Britain and the fragmentation that enabled it
No election made both points more clearly than the contests in Britain on May 7, for local councils and mayors in England, and for devolved national governments in Wales and Scotland. They left the United Kingdom anything but united. The governments of Wales, Scotland, and Northern Ireland are now all led by parties committed, in principle at least, to leaving the U.K.
The outcome was a catastrophe for Prime Minister Starmer, who now faces pressure from his party to step down. It was a triumph for the nationalist, anti-immigrant Reform Party led by Nigel Farage, the longtime champion of Britain’s departure from the EU. Yet even that victory carries an asterisk, since it was enabled by the fragmentation of the vast majority that still opposes Reform and the far-right.
In England, Labour lost just short of 1,500 local councillors and ceded control of 38 councils. Reform picked up roughly 1,450 seats and control of 14 councils. Many of Labour’s defeats came in its traditional working-class heartlands, but it also lost councils and votes to the Green Party, which ran to its left and was strong in urban areas, particularly London. Labour would have lost many more if all council seats had been up for election.
Labour was not alone in suffering at the hands of an angry electorate. The ongoing unraveling of the two-party duopoly was brought home by the Conservative Party’s loss of roughly 560 seats (on a much lower base than Labour’s) and a net loss of six councils. Besides Reform, the other big winners were the Greens. Going into the election with little strength in local government, they gained some 440 seats and 5 councils, three of them in London. The center-left Liberal Democrats, already strong in local government, added just over 150 seats to their already significant total and picked up an additional council to add to the 14 they already controlled.
In Wales, Labour lost its plurality in the Senedd, its parliament, for the first time since devolution in 1999. Even more startlingly, it was the first time since 1922 that Labour was not dominant in a Welsh election. The winner was the Welsh nationalist Plaid Cymru, a party that combines a theoretical, long-term commitment to independence with broadly progressive social and economic policies.
As in England, Reform also broke through—and its strength helped account for Plaid’s surge. With polling showing Labour falling far behind and the Greens and Liberal Democrats largely out of the running, Plaid gained from tactical votes cast by progressives and moderates intent on preventing a Reform victory. A YouGov survey just before Election Day found that when voters were asked to name “the biggest single factor” influencing their choice, the most mentioned reason, at 14%, was “stopping Reform.”
Such voters succeeded in their purpose. Plaid won just over 35% of the vote and 43 seats, with Reform winning 29% and 34 seats. Labour dropped to a shockingly low 11% of the vote and lost two-thirds of its seats. The once dominant party emerged with just nine seats in the Senedd, barely edging out the Conservatives, who also lost ground and took seven seats.
After Starmer’s victory in 2024, Labour had good reason to hope it would finally oust the Scottish Nationalist Party (SNP) from control of Scotland’s government, which it had held since 2007. Labour had won 37 of Scotland’s 57 national parliamentary seats (a gain of 36 seats over the single seat it held after the 2019 election) to just nine for the SNP (a loss of 39 seats). But frustration with the Starmer government saved the nationalists this year, even as they lost ground compared with elections five years earlier. The SNP emerged with 58 seats in the Scottish Parliament, with Labour and Reform each winning 17. The Scottish Greens won 15, the Conservatives 12, and the Liberal Democrats 10. Reflecting the national trend, both Labour and the Conservatives lost ground while Reform, the Greens, and the Liberal Democrats all posted gains.
But if the large nationwide message of the election was of sharp Labour decline and a Reform surge, the underlying popular vote pointed to another reality: an entirely fractured electorate. In a careful analysis, the BBC extrapolated the popular vote from the 2026 local elections to what each party’s share would be in a national election. The result was Reform at 26%, the Greens at 18%, Labour and the Conservatives each at 17%, and the Liberal Democrats at 16%. Reform’s showing was thus enabled not because it won anything close to majority support, but because all the other parties closely split the large majority of the electorate that still opposed the far-right.
In Wales, anti-Reform tactical voting against Reform was possible, and many voters engaged in it. Similarly, in a key by-election in February, such tactically-calculated ballots were key to a Green victory over Reform.2 But in most council districts, it was extremely difficult for voters to know which party was best-placed to defeat Reform. The upshot is that popular anger has made the far-right competitive, but it remains a long way from power. Much will depend on how the three parties of the center-left and left perform and relate to each other, and whether Reform either displaces the Conservative Party as the main opposition or forms electoral alliances with it. Neither seems likely at the moment.
The election plunged Starmer’s government into crisis and put his survival in doubt. Andy Burnham, the popular Labour mayor of Greater Manchester, is heavily favored to replace Starmer if Burnham can return to Parliament by winning a June 18 by-election in Makerfield, a constituency near Manchester. Burnham is generally seen as more politically gifted than Starmer, and a May 15–19 survey by More in Common found that with Burnham as Labour’s leader, the party would run 8 points better than it is currently, winning 30% of the vote to Reform’s 27%. A Burnham-led Labour Party, the survey found, would win back nearly half of defectors it had lost to the Greens and Liberal Democrats and a fifth of those who had moved to Reform or the Conservatives.
There is also this: Fragmentation is now endangering the Reform Party. A new party to its right, Restore Britain, is eating into its vote, and one recent poll for the Makerfield by-election showed the upstart group pulling enough votes away from Reform to give Burnham and Labour the lead. Some of the same partisan and sectarian splintering that has helped Reform win elections may now put a ceiling on its ambitions. In the meantime, polls leading up to the Makerfield vote suggest that Burnham is succeeding in bringing Green and Liberal Democrat voters back to Labour’s side as he becomes the most viable alternative to Reform.
Especially if he falls, Starmer’s experience will give Democrats and other center-left parties much to ponder. One lesson is already obvious: A candidate who won election on broad but vague promises of “change”—it was his 2024 campaign’s one-word slogan—failed to outline, if not a detailed policy path, then at least a clear sense of the direction of his future government. He has had difficulty managing two core tensions facing the center-left broadly: promises for both fiscal prudence and enhanced public programs; and the danger of defections both to the right among working-class voters and to the left among the well-educated, especially in metropolitan areas. These same challenges will face Burnham if he becomes prime minister.
Germany's eroding center and the far-right's ascent
Like Britain, Germany has seen the long electoral decline of its two once-dominant parties, the center-right Christian Democrats (CDU) and the center-left Social Democrats (SPD), even though one, the other, or—in coalition governments—both have remained in power. Paradoxically, perhaps, their shared decline has made them more codependent. The weakening of their popular support, a particularly dramatic example of fragmentation, is at the heart of what has made governing in Germany so difficult.
For decades, Germany had a “two-party-plus” system, with two dominant parties and the centrist, pro-business Free Democrats (FDP) regularly entering the Bundestag and pivoting between alliances with one or the other of the big “people’s parties,” as they were often called. A measure of the earlier dominance of the two big parties: In the 1980 elections in West Germany, typical of the postwar period, they shared 87% of the vote, with the FDP taking just under 11%.
The fracturing of the German party system began first on the left with the rise of the Green Party. It entered parliament in 1983 and has been a major force in politics since, serving in three Social Democratic-led federal governments and allying with each of the major parties in state coalitions.
Yet even after the formation of the Greens, the two big parties still commanded broad support. In the first national election after German reunification in 1990, they shared 77% of the vote. They reached that level as recently as 2002.
But fracturing continued. In 2005, the one-time Finance Minister Oskar Lafontaine rebelled against the SPD from the left and formed what eventually became Die Linke (The Left), an alliance of SPD dissidents and what was effectively the successor to the old East German Communist Party (known as the Socialist Unity Party), refashioned for democratic politics. The new left coalition entered the Bundestag that year with 8.7% of the vote. Complicating matters further, Die Linke split in 2023 with the creation of an offshoot that combined progressive views on economics with conservative views on immigration and culture. Over time, this assortment of left parties depressed the SPD vote, particularly among younger voters. When the SPD came in first in the election of 2021, leading to the Chancellorship of Olaf Scholz, it did so with only 25.7% of the vote. It formed a coalition with the FDP and the Greens—the first three-party coalition in postwar history—that proved ungainly. All three of its members suffered losses in the 2025 election that brought the CDU and Merz to power.
Germany saw a variety of far-right parties rise in the years after World War II. But the country’s postwar allergy to extreme nationalism kept such parties below the 5% threshold to enter parliament—until the Alternative for Germany (AfD), which began as a party critical of the EU and then transformed itself into a nationalist, anti-immigrant movement. It broke through in 2017. CDU Chancellor Angela Merkel’s brave, humane but deeply controversial 2015 decision to admit more than one million refugees, mostly from the Middle East, was the proximate cause of the backlash that allowed the AfD to surge.
The electoral system is now splintered. In 2021, the joint CDU/SPD share fell below 50% for the first time in the history of the Federal Republic, and it fell further, to 45%, in 2025.
This prehistory is important to understanding the challenges to coherent and effective governance in Germany. When Merz won the 2025 election, he did so with just 28.5% of the vote. The AfD surged into second place with 20.8%, displacing the SPD, whose 16.4% of the vote was the party’s lowest share since the 1880s. The FDP, once the CDU’s natural ally, fell below the 5% threshold and was eliminated from parliament altogether. The departure of its anti-immigrant wing freed Die Linke to become a party that combined leftism with a kind of urban liberalism friendly toward immigrants. It surged to nearly 9%, with the ballots of the anti-AfD young pushing it forward. The Greens lost about a fifth of their vote, falling to 11.6%. The only coalition available to keep the AfD out of power was an alliance between the CDU and the SPD. It was a marriage neither party really wanted, but there was no other choice, and it has been a rough ride. Merz promised an “autumn of reforms,” but the two parties have effectively gridlocked amidst economic stagnation and rising costs. Merz’s approval rating has hovered at 20% or below. The main beneficiary of Merz’s troubles (and the SPD’s) has been the AfD. Politico Europe’s Poll of Polls as of May 18 had the AfD leading nationally with 28%, to 22% for the CDU, 14% for the Greens, 12% for the SPD, and 11% for Die Linke.
Germans call 2026 a superwahljahr—a “super election year”—with five state elections. The first two, in Baden-Württemberg on March 8 and Rhineland-Palatinate on March 22, produced one disappointing result for the CDU and one advance. For the SPD, the story was of unalloyed setbacks.
Baden-Württemberg in southwest Germany is the home of its car industry, including Mercedes-Benz and Porsche, and has been governed by a coalition led by the Greens and supported by the CDU. With the retirement of popular, centrist Green Minister-President Winfried Kretschmann, the CDU expected to take the lead, and the polls put it ahead for much of the campaign. But the new Green leader Cem Özdemir, the son of a Circassian immigrant from Turkey, surged in the polls at the end of the campaign and edged out the CDU’s promising young leader Manuel Hagel. Özdemir became the first state leader from Germany’s large Turkish diaspora community. Although the CU’s share rose, Merz called it a “bitter result,” a sign that the governing coalition needed to make “more substantial progress” on economic reforms.
For the SPD, the outcome was disastrous. It lost more than half its vote and, with just 5.5%, barely made the threshold to enter the state parliament. The AfD, in the meantime, doubled its share to nearly 19%. For a party whose core strength is in the old East Germany, it was the best result it had achieved in a western state. As the Guardian’s Deborah Cole noted, the outcome demonstrated the far-right party’s capacity to “expand beyond immigration” and profit from economic anxiety bred by fears of deindustrialization—concerns that had boosted Trump and nationalist parties elsewhere in Europe.
The election in Rhineland-Palatinate in Germany’s west, home to both old industrial centers and high-tech, gave the CDU an outright victory. It was another major defeat for the SPD, which had governed the state since 1991. The joint CDU/SPD vote fell from 63.4% five years earlier to 56.9%—but all of the loss, and then some, was on the SPD side. The CDU gained 3.1%, rising to 31%; the SPD lost 9.8%, nearly a quarter of its 2021 vote, falling to 25.9%. Once again, the AfD vote soared; the party more than doubled its share to 19.5%. On the same day, the SPD, which had held the mayoralty of Munich for 42 years, lost it to the Greens, who have held their own in the polls and state elections.
The remaining three state elections in eastern Germany this September are likely to present Merz’s coalition with a moment of truth—if it does not arrive sooner. The AfD is in a position to come close to outright victory in Saxony-Anhalt, now led by a coalition of the CDU, the SPD, and the FDP, and in Mecklenburg-Vorpommern, now led by a coalition of the SPD and Die Linke. In Berlin, now governed by the CDU in coalition with the SPD, the AfD’s chances are limited, but it is expected to post gains. The SPD, in the meantime, could easily fall behind both the Greens, who nearly outran them three years ago, and Die Linke.
Up to now, the parties outside the far-right have been able to contain the AfD, and even as it has risen, it has been held to below 30% of the national vote. But the old establishment is in deep trouble, and a survey in early May found that 58% of Germans expected the current coalition to fall apart before its term is up in 2029. In the same survey, only 16% approved of its performance.
The SPD’s participation in the coalition has only hurt its standing, yet the party can ill-afford new elections at a moment of steep decline. The CDU has, up to now, resisted coalitions with the AfD. But the weaker the CDU becomes, the more internal pressure there will be to abandon the “firewall” that the mainstream parties have maintained to keep the far-right out of power. The responsibility that rests on the current coalition is heavy; the pressures pushing it apart are equally daunting. A poll from INSA released on June 1 underscored the dangers the government faces. It found the AfD leading with 29% to 22% for the CDU. The Greens, with 13.5%, passed the SPD at just 12%, barely ahead of Die Linke, which polled at 10.5%. The FDP, once the masters of coalition-making, stood at just 3.5%, below the parliamentary threshold.
In Germany’s case, as in Britain’s, the transatlantic lessons may run the other way—from the U.S. to Europe. In the U.S., the Republican Party has largely fallen under MAGA control. The largest question for European democracy will be whether big-tent center-right parties—the CDU and the British Conservative Party, especially—can maintain their distance from the far-right, or if electoral pressures push conservative politicians toward alliance with nationalist forces they have, up to now, resisted.
Fragmentation and far-right pressure across Denmark, France, and Italy
Fragmentation was the order of the day in elections this year elsewhere in Europe, though their implications were, on the whole, less dramatic than in Hungary, Britain, and Germany.
In March’s national election in Denmark, Social Democratic Prime Minister Mette Frederiksen hoped to turn the popularity of her government’s stern response to Trump’s designs on Greenland into a replay of the anti-Trump tide that helped the Liberals to win in Canada and Labor to triumph in Australia a year earlier. Her party did manage to come in first, but on a disappointing 22% share, down almost 6% from four years earlier and historically low for the party. The far-right Danish People’s Party gained back some seats it lost when Frederiksen embraced tough immigration policies, but it was well below its peak in 2015, and the hard-right’s representation was fragmented by two other parties. Frederiksen’s gamble eventually paid off, if not as handsomely as she had hoped. After months of skirmishing over which coalition would rule the country, Frederiksen returned as Prime Minister on June 1, leading a minority center-left government.
In France, municipal elections held on March 15 (with runoffs where necessary on March 22) reinforced uncertainty and division in a country that will elect a new president next year. French President Emmanuel Macron first won election in 2017 by blowing up the political system of alternation between the center-left Socialists and the mainstream center-right. He hoped that a centrist “neither left nor right” politics of the center would become dominant. He succeeded in upending the system and in getting elected twice. But his project of replacing the old politics with a dominant center party failed. Instead, there is chaos. The French Parliament is divided into thirds. The left and right thirds are, in turn, internally divided; the extreme ends of the political spectrum have gained ground, and this only begins to describe the increasingly uncertain state of French politics.
The local elections this year did little to clarify France’s political situation but did suggest possible paths forward and future fights to come. The traditional center-left and center-right did relatively well, as they often do, since their local bases are far stronger than those of either Macron’s centrists or the far-right. The Socialists won signal victories in Paris and Marseilles, while the Greens hung on in Lyon, Grenoble, and Tours. In many cases, the political scientist Catherine Fieschi noted, the center-right won local races in the second round with help from voters who had backed the far-right National Rally (RN) in the first round. This suggests a blurring of the lines on the right between the extremes and the old guard. The most prominent victory by a candidate from Macron’s alliance, former Prime Minister Édouard Phillipe’s election as mayor of Le Havre, was a win for a candidate firmly on the center-right and a confirmation that the Macron movement, which originally drew substantial support from moderate socialists, is now in large part a movement of moderate conservatives. On the left, the Socialists on the whole did significantly better than Jean-Luc Mélenchon’s far-left LFI party. Candidates of the center-left tended to win when they did not have LFI’s support, and to lose when they did. Le Pen’s movement underperformed. Its loss in Marseilles was a major disappointment for the party, as were defeats in Toulon and Nimes. But the RN did consolidate its support in smaller cities and towns.
Especially disconcerting for French opponents of the far-right were recent surveys showing the RN doing very well in hypothetical matchups for the 2027 presidential election. One showed that among the candidates tested, only Philippe would defeat the RN’s Le Pen, or—if she fails to overturn her corruption conviction and is thus barred from running—her No. 2, Jordan Bardella. The survey found that in a contest with Bardella, prominent center-left figure Raphaël Glucksmann would lose by 27 points, while Mélenchon would be defeated by an astonishing 47 points. A second survey showed Phillippe also losing, although narrowly. The findings reflect a gradual normalization of the far-right in French politics over the nearly quarter century since Jean-Marie Le Pen, Marine’s father, shocked France by advancing to the 2002 presidential runoff but received just 18% of the vote against President Jacques Chirac.
As the French were voting locally this year, Italians rebuked Meloni’s nationalist right by defeating a constitutional referendum her government sponsored to alter the nation’s judicial system. The signal was especially strong because turnout was unusually high for a referendum, and the 53% to 47% margin was solid. In part, the vote reflected the reluctance of Italians to alter their post-Fascist constitution. The Economist cited Meloni’s closeness to Trump and the unpopularity of the Iran war as another factor. And both the issue at stake and the chance to rebuke Meloni united a long-feuding opposition, with the Democrats, the traditional party of the Italian center-left, working together with the populist 5-Stars Movement. Until the referendum, Meloni had seemed invincible. But she was no less vulnerable to the costs of incumbency in a difficult moment than Strarmer, Merz, or Orbán.
Governing in an age of unforgiving electorates
The legendary economic writer Martin Wolf offered a useful aphorism recently in the Financial Times: “A bad economy creates bad politics and bad politics create a bad economy.”
In the coming year, both sides of Wolf’s equation could get worse. The coming months will bring increasingly challenging economic conditions as the costs of the Iran war compound the problems already facing incumbents and create opportunities for further rebellion on the left as well as the right, and from the center as well as the farther ends of the political spectrum.
If the economics become more difficult, so will the policymaking that tougher times require. The fracturing of electoral systems and the difficulty of developing coherent approaches within the complex coalitions that the new political circumstances require will continue to challenge even the most competent politicians.
Yet none of this means that mainstream leaders are powerless, partly because parties on the nationalist right, especially those in power, are being forced to confront the same realities. Orbán’s defeat and Trump’s growing unpopularity both brought this home, and Trump especially has become a major liability to the international movement he hoped to build. In his campaign in the Makerfield by-election, Labour’s Andy Burnham has made a point of warning that Reform was seeking to import Trump-style politics into the U.K. If Burnham prevails, this argument, along with a marked gender gap—women are more resistant to the far-right than men—might help create a new model for parties and movements seeking to move past a stagnant and backward-looking politics of division.
Still, Stelzenmüller is right to warn of the shaky ground on which all governments find themselves. “While voters will remove an especially unpopular incumbent,” she notes, their successors have learned that “the electorate will turn on them with frightening speed and ferocity” if they fail to deliver. Thus, a final transatlantic lesson: The margin for error within the democracies is becoming vanishingly small.
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Footnotes
- This is drawn from a communication with the author.
- On the importance of tactical voting in the 2024 British election, see Robert Ford, Tim Bale, Will Jennings and Paula Surridge, The British General Election of 2024 (London: Palgrave Macmillan, 2025), pp. 676-681.
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Commentary
Europe’s fractured politics and what they reveal about democracy
June 16, 2026