The out-of-cycle, surprising German federal election of 2025 has ended. I call this the untethered election because my model, which mixes a prediction based on fundamentals with a polling average, saw big differences between the two. These differences were much bigger than in past election cycles (I wrote a whole post about why I think that might be the case).…
Category: Long-Term Analysis
Mein Modell und die Umfragen vertragen sich nicht
This is a German (slightly updated) version of an earlier post. The original post can be found here. In einem Monat findet die Bundestagswahl statt. Wie ich bereits Anfang Dezember dargelegt habe, halte ich nach wie vor eine große Koalition zwischen der CDU/CSU und der SPD für das wahrscheinlichste Ergebnis. Auch wenn sich meine Einschätzung des Rennens nicht geändert hat,…
Notes from a nervous forecaster: my model and the polls don’t get along
A German version of this post can be found here. We’re one month away from the German federal election of 2025 which is set to take place on February 23rd. As I laid out in early December, I still think that the most likely election outcome is a grand coalition between the CDU/CSU and the SPD. Even though my view…
Germany is (probably) heading towards another grand coalition
I know this is not the most confident headline from a forecaster but I’m trying to be a bit more cautious than in 2021. I wrote some pretty bad takes in the last election cycle. I said for example that the SPD was doomed and the CDU/CSU was a strong favorite to win the election, neither of these came to…
It’s the CDU/CSU’s election to lose
Sometimes the obvious take is the right take, even though it’s boring. Germans don’t like change. The Christian Democrats have been in charge for the last 16 years and they will almost certainly be in charge after September’s election as well. Get used to saying chancellor Armin Laschet. My model has predicted the CDU/CSU to be the most popular party…
Part II: Why the SPD has made way for Die Grüne
Nerd alert: This is the second article of a two-part series (see the first here). It’s a bit heavier on the statistical vocabulary than other posts on this blog. The Green Sleeper Hit If you’ve already read part 1, you’ve seen this chart. If not, take five and go give it a read. For this second part, we’re going to…
Part I: Why the SPD has made way for Die Grüne
Nerd alert: This is the first article of a two-part series. It is a bit more heavy on the statistical vocabulary than other posts on this blog. You have been warned. The downfall of the SPD The chart above explains one of the most important developments in German politics over the past 27 years. Read on because it’s going to…