segunda-feira, 26 de outubro de 2015

Trials Ahead for Portugal’s New Government


Trials Ahead for Portugal’s New Government

Prime Minister Passos Coelho’s new minority government could be short-lived

By SIMON NIXON
Oct. 25, 2015 1:24 p.m. ET

Is Portugal about to follow Greece down the path of political instability and leftist opposition to eurozone fiscal rules?

President Aníbal Cavaco Silva’s decision last week to ask incumbent Prime Minister Pedro Passos Coelho to form a new minority government, following this month’s inconclusive elections, has prompted excitable talk of a constitutional coup.

By declining to call upon Socialist Party leader Antonio Costa, who claimed that he could form a majority government with the backing of anti-European Union, anti-NATO Communist and radical leftist parties, the conservative president stands accused of abusing his office to frustrate the will of the electorate to ensure that Portugal sticks to an EU-mandated path of fiscal austerity.

Undoubtedly, Mr. Cavaco Silva helped fan such talk with what even some of his own party concede was an ill-judged televised address in which he cited the need to maintain the confidence of markets and adhere to the country’s European destiny among the reasons for his decision.

Yet the reality is that Mr. Cavaco Silva has acted fully in accordance with the constitution, which gives the directly elected president wide discretion in the appointment of the prime minister.

By choosing Mr. Passos Coelho, Mr. Cavaco Silva has simply followed historical precedent: In 40 years of Portuguese democracy, presidents have always turned first to the party that won the elections.

That Mr. Passos Coelho won isn’t in doubt. His Portugal Ahead coalition won 39% of the vote, a result that few pundits had considered possible in the buildup to the election for two center-right parties that had presided over four years of painful austerity.

The coalition’s vote share was greater than that achieved this year by U.K. Prime Minister David Cameron or Greek Prime Minister Alexis Tsipras.

By the same token, the Socialist party unambiguously lost: Mr. Costa took over the leadership in 2014 following what was seen as its poor performance in that year’s European elections, when it was nearly four percentage points ahead of Mr. Passos Coelho’s coalition. Yet under Mr. Costa, the Socialists ended six percentage points behind the coalition parties in the Oct. 4 general election.

Most analysts assumed that following such a sharp defeat, Mr. Costa would resign, leaving Mr. Passos Coelho to form a minority government while the Socialists regrouped.

But Mr. Costa’s decision to seek a parliamentary alliance with far-left parties that have traditionally been his more-centrist party’s ideological enemies has changed the picture.

Few had seen this coming, not least since Mr. Costa had appeared to rule it out both before and after the election. Many political observers believe that had Mr. Costa suggested before the election that he might form a government with the help of the far left, he would have lost even more heavily.

Still, his decision presents President Cavaco Silva with a dilemma if, as seems likely, Mr. Costa mobilizes a parliamentary majority against Mr. Passos Coelho next week, when his government is likely to face a confidence vote.

He can either ask Mr. Passos Coelho to stay on as a caretaker prime minister until June, which is the earliest that new elections could be held under the constitution. Or he can ask Mr. Costa to try to form a government—either a formal coalition or minority government—with his newfound allies on the far-left.

Few believe such an arrangement could last long given the different party agendas and their historical rivalry. Early tests would include the need to agree on a budget for 2016, particularly if Mr. Costa sticks by his electoral pledge to abide by EU rules on reducing the country’s fiscal deficit.

The constitution only requires that Mr. Cavaco Silva act in the national interest, but both paths condemn Portugal to months of political uncertainty.

That is clearly unwelcome when the country still faces significant economic challenges in the form of weak growth, high unemployment and large public and private debt burdens. Not surprisingly, Portuguese borrowing costs have risen in recent days.

But short-term uncertainty is unlikely to put the country’s financial stability at risk, thanks to an €8 billion ($8.8 billion) cash buffer, small gross financing needs next year and the calming impact of the European Central Bank’s bond-buying program.

The key to Portugal’s fate lies in what impact Mr. Costa’s lurch to the left has upon the electoral landscape: Will his new and unexpected alliance with anti-European parties prove popular with voters? Or will it alienate enough of the party’s traditional centrist supporters to deliver a conservative majority in the next election?

Mr. Costa is betting on the former, but his opponents are confident of the latter.


Write to Simon Nixon at simon.nixon@wsj.com

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