Interpretations

   Luis Rubio

The narrative hides more than it illuminates: its purpose is not to explain the circumstances or to argue in favor of this or that proposal, but instead to control the national conversation and strengthen a message whose intention has nothing to do with progress or well-being. Five years of a daily dose of dogma from the official pulpit have created a parallel planet that makes it impossible to recognize the real goings-on in the world of the concrete. What takes place in the realm of reality -whether relative to insecurity, Ukraine or inflation- is relegated to the second plane and is discarded or interpreted in the light of the official narrative. All of that might be very good for the designs of political control, but it impedes the understanding of what is happening in the rest of the earthly world. And, of course, it has consequences.

“To see what is in front of one’s nose needs a constant struggle” wrote George Orwell in 1946. Although he was referring more to politics than to everyday life, his approach was quite logical:   two things may be in the same place, but I may see only one of them. In today’s Mexico, where the narrative attracts and repels, respectively, either side of the citizenry, the day-to-day comings and goings are in the final analysis interpreted in radically contrasting and incompatible ways, generating a permanent disconnect, in addition to misunderstanding.

The obvious example these days is Xóchitl Gálvez, a political phenomenon whose appearance was circumstantial, not in the least because of the obstinacy of the narrator-in-chief who denied Gálvez’s “right of rebuttal,” provoking the emergence of the person who can well end up being the President’s nemesis. When the narrative not only affects the one being manipulated but also the manipulator himself, a miniscule error in calculation can acquire potentially cosmic dimensions.

Xóchitl Gálvez is not a new presence in the political panorama. The novelty is her sudden rise as a relevant political factor, in this case at the upcoming 2024 presidential election. Equally significant is the way her arrival on the political scene has been interpreted as an advent by some and as a figment of the imagination by others: a biblical phenomenon by the former, a fantasy by the latter. What’s remarkable is that few on each side of this great narrative divide characterizing current Mexican society take an interest in understanding the why of that keen difference in interpretation.

“Everyone is entitled to his own opinion, but not to his own facts,” wrote Daniel Patrick Moynihan, the U.S. politician and diplomat. A complex concept to adopt in the Mexico of the “other data” (AMLO’s way of deflecting anything he disapproves of), but not for that is it less applicable at this present moment. No one can reasonably refute that current political discourse has taken a radical spin because Xóchitl Gálvez has become a key factor in this election. Each can have their own opinion on the fact of her emergence or on her specifically, but the fact itself is beyond dispute. The reality has changed and could affect the perception that, as the official narrative would suggest, everything had been settled, lacking only the formality of the president’s “finger pointing, or dedazo.

Beyond the fact, what is transcendent lies in the incapacity of the world of Morena to grasp the uneasiness and fears that afflict those not eating at that table. Xóchitl Gálvez became an element of hope and opportunity for an enormous portion of the population that discerns with worry and fear the continuation of a government dedicated to dividing and disqualifying, in addition to sacrificing the country’s future for the sake of a supposed transformation that is nothing other than the concentration of power in a sole individual. Needless to say, the same occurs on the other side of the divide, where the anger, rejection and resentment that decades -or centuries- of promises of development did not diminish poverty or reduce the vast inequalities characterizing the country. It is those misunderstandings that polarize and cause disagreements that leave the door open to conceivably radical, demagogical solutions.

What joins the two Mexicos that the narrative separates and divides is hope. AMLO peddles hope but only among his followers, while Xóchitl, the new political phenomenon, generates hope among those who view the presiding government with unease. The differences on that plane are minor: hope unifies if the leadership understands it and the importance it represents for the population. Much more important, hope can narrow the gap between the two Mexicos to convert it into a great transformative factor.

Mexicans are given to the search for saviors to address their limitations.   Once and again throughout the last decades, the vote has favored those proffering nirvana. The illusion never dies, explaining the continuous failure to break away from endless traps. Thus, it is very important for those who find themselves encountering the possibility of heading up the looming candidacies to develop approaches that transcend the hopeful rhetoric and propose a project of development liable to advance it.

In the same text, George Orwell wrote that “we are all capable of believing things that we know to be untrue.” It is high time for those that aspire to the highest governmental function to explain what they would do to get the country out of the hole in which thousands of recent promises and acts of corruption, both recent and old, have left it.

www.mexicoevalua.org
@lrubiof

60/40

Luis Rubio

Salim, a Central-African entrepreneur, is a personage who at once attracts and repels: his business prospers, serving up a perspective simultaneously optimistic about his country’s future and tragic in which progress, and the old practices that never disappeared, sow the seeds of the revolution that will come. The novel by V.S. Naipaul, A Bend in the River, allows one to appreciate two ways of perceiving the same reality. Something in that story brings to mind the way that the Mexico of today has split into two great blocs of persons who inhabit a same place, but who   contemplate the future in very contrasting ways.

Sixty percent of Mexicans attest to being satisfied with their lives, they have seen their real income grow and they are employed. That same 60% supports the President and considers that his administration has made possible the stability and well-being that it enjoys. For its part, the remaining forty percent disapprove of the President’s administration due to their perception that it is damaging the foundations of future well-being. One asks oneself what it is that makes two groups of the same society able to entertain perceptions so radically contrasting about the same phenomenon or historical moment.

According to the survey of Alejandro Moreno in “El Financiero” (May 2, 2023), the fundamental difference between the two groups of Mexicans is the level of schooling: while the vote of university students was crucial in the 2018 Presidential Election, today that cohort represents the segment most critical of his work. The two most solid contingents that sustain the President’s popularity are older Mexicans and persons with less schooling.  The inevitable conclusion is that the individuals most unfavored in their incomes and life and employment perspectives have benefitted from the economic stability, the growth of real disposable income and from a job market that, after the pandemic, has presented greater work opportunities.

In politico-electoral terms, these two contingents project their perception of the situation in the way they hold an opinion and vote: those feeling that they have reaped benefits approve of the presidential administration and emit their vote in favor of the governing party independently of belonging or not to the Morena Party; while on the other side, those disapproving of the presidential administration vote contrariwise. Nothing new under the sun.

What is relevant is the contrast of perspectives. It is evident that the improvement in the real income of the people exerts an impact similarly on the entire population, and, yet, the conclusions in mind-set at which those two population segments arrive are stringently opposed.  The explanation for this phenomenon is key to understanding the moment and to emit a prognosis of the country’s prospects in the future, including at the 2024 ballot box.

The crux of the contrast seems to lie in the perspective of time. For the cohort that feels satisfied, what counts is the here and now; for the remaining 40% what matters is the perception of the future: where is the country going toward. This concerns the perspectives emanating from economic realities and from very distinct visions and that display the circumstances of a very divided country: the one that has had the opportunity to advance in the scale of education, and the one that got stuck in an educational system that does not prepare students for the labor market nor for life. In this world era, in which what adds value (and pays better salaries) is no longer physical strength but the person’s creativity, educational achievement makes an abysmal difference in individuals’ incomes and, inexorably, in their perceptions.

For those barely able to get a job, often a precarious one, what carries weight is preserving it, and it is natural to attribute the job’s availability to whoever is at the government’s helm at the time. For those who already have a job and who have the perception of being able to continue advancing up the rungs of the income scale and those of their family’s prosperity, their concerns are concentrated on the future: will the economic stability be maintained? Will there be a crisis akin to those at the end of prior governmental terms? For the former what is of import is the moment at which a survey is taken or the moment at which one deposits their vote in the urn; for the latter the only thing that matters are the future perspectives because the present is already resolved.

Two Mexicos that reflect the place at which each individual is found on the productive chain, but that, at the same time constitute a true censure of the political system in general that has been incapable, for decades, to resolve elemental problems such as those of infrastructure in general as well as health, but above all education. Previously, a half century ago, those things were not noteworthy because the Mexican economy was a simple one and negligibly demanding. Today, the job market demands increasing specialization and the educational system in force -and the government that covers up for union bosses instead of preparing children- is incapable of providing it.

The President can be very satisfied with the popularity afforded him by the least favored Mexicans, but what they are really awarding him for is his unwillingness to create conditions for that same support base to have a better future.

 

www.mexicoevalua.org
@lrubiof
a quick-translation of this article can be found at www.luisrubio.mx

 

The Negotiation

Luis Rubio

Three truths are indisputable:  President López Obrador is unrepeatable; public finances are more vulnerable than they appear; and the election of the Mexico’s next president will have of necessity to be the beginning of a great negotiation for building a new future. Whoever wins, man or woman, of whichever party, the country will find itself in a situation much more delicate and precarious that it would appear today. The mixture of structural factors and situational circumstances will evoke the imperious need to muster the will of groups, political parties and citizens who are at present found on distinct sides of the fence -the real differences and those artificially driven by the present government- that today divide the population.

There are also other things that are evident and that do not merit greater discussion: the National Regeneration Movement (Morena Party) has launched an open process for the nomination of its candidate; the opposition is beginning to show muscle; and the electoral law turns out to be more flexible, and at the same time more complex, than many supposed. Each of the three elements treads on the heels of its own rationality and will generate results that will affect the other two. What a few weeks ago appeared to be a unidirectional process inside Morena has ceased to be obvious, while the potential for a truly competitive race is becoming ever more real.

Despite the incentives that lead the parties of the opposition not to entertain competing for power but looking for federal monies (like the Labor Party (PT) or the Ecological Green Party of Mexico (PVEM) have always done), reality is railroading them and forcing them to develop a competitive strategy.

Regarding the electoral legislation, there are two contrasting perspectives: on the one hand, the electoral authorities (the National Electoral Institute [INE] and the Electoral Tribunal); and, on the other, the revenues that the political parties receive based on their performance in the previous election. Application of the law has resulted in being more flexible than it seemed to be: the contrast between the severity of the way the previous INE board and the volubility of the present one is evident. It is possible that the law permits that malleability, but it is ironic that it is the ideological current that Morena represents -the principal source of restrictions in electoral matters from the nineties on- the one that exhibits such a flagrant willingness to violate at least the spirit of the law, now with the formal backing of INE.

On the other hand, the President is indeed correct in that there are things in that same legislation that should be changed, although not necessarily those he is demanding, which are incompatible with a democratic regime. The lack of opposition-party dynamism suggests that, when conditions are less contentious, a discussion should ensue on the privileges that the 1996 Electoral Reform conferred on the three main parties, which have become de facto business enterprises rather than institutions dedicated to the aggregation of citizen interests for seeking power.

In black and white, the upcoming government, wheresoever it derives from, will find the coffers empty, with a wholly distorted budget (devoted to clienteles at the cost of health, education and public investment) and in the face of a scenario of polarization that will not cut it much slack. Its circumstances will be easier or more difficult depending on what the outcome of the election itself is: how close it was to winning and how the composition of legislative power ended up. That is where the structural problems, the situational circumstances and the spirits of those responsible will condense. The opportunity to build a new future will be enormous.

I return to the beginning: the President is unrepeatable. Even if his preferred candidate were to triumph, no one in the national scene has AMLO’s history, presence or skill. His personality has achieved not only dominating Mexican political life, but also avoiding that the daily reality, that affecting the citizenry, acquires relevance among the population, something unprecedented. His successor will not enjoy those circumstances, thus necessitating the procurement of a method allowing for governing and for the country to find a brand new bedrock for a better future.

The public finances look good, but their fragility is immense, above all due to the disappearance of the contingency funds, which generates an outlook much more uncertain than apparent.

No one can predict what the future holds or the moment at which the factors would come together that facilitate or render the function of governing difficult. That will be the moment when the great opportunity will present itself, but only if whoever wins has a vision of transcendence and development and if the rest of the political world and the citizenry prove that they can be at the height of the circumstances.

Much of what will have to be negotiated could come to a few percentage points of this or that (taxes, for example), but the moment will also permit establishing the foundations of a novel political arrangement that will transform a government dedicated to control into one devoted to development and well-being, and the political system to turn into an environment of respectful competition between a society that has the means to be well and truthfully informed.

Some will recall the 1977 Moncloa Pacts that engendered the Spanish democracy were about salaries and prices, but they achieved much more. Yes, it is possible.

www.mexicoevalua.org
@lrubiof

What will be left?

Luis Rubio

Step by step, the project of concentration of power is now in its final phase with its consequent economic risks and inevitable destruction of civility. This statement will seem excessive to many, but history shows that when power is concentrated in a single person -and, worse, when this is done through disqualification and alienation- the result is an inexorable impoverishment of the country and, inevitably, of the poorest, those who gave their vote for the President who now betrays them.

The twilight of a government whose central project was the absolute denial of the plurality that characterizes the country begins. The President won with just over half the vote of the population, an exceptional result since the votes began to be counted in an impeccable and professional manner after the creation of the IFE (Federal Electoral Institute) in 1996. Five years later, the situation is different, as the contrasts between the potential candidates to succeed him attest to this. None of them fully represents him and none can bring up the same percentage of votes that López Obrador achieved in 2018. The exclusion of half of the citizenry, in addition to a good part of those who, while not being from Morena, conferred their vote to him, now present themselves in the form of incompatible pre-candidacies.

The president has created a mechanism that aims to avoid ruptures, while adding dissimilar contingents behind a winning candidate. A difficult objective to achieve despite the resounding success he has had in controlling not only the public debate, but especially the narrative that lies behind his leadership and the loyalty that his bases grant him. The President is popular, but his government is unpopular, and no one knows how these two factors will add up or collide on Election Day. The population seems satisfied with the improvement in their real incomes and in the level of employment, but the country continues to lag from when the government was inaugurated. In the UNDP’s human development index, Mexico lost 12 points, equivalent to ten years of previous progress. Here too, it is not obvious how these two factors -the recent improvement or the absolute loss – will impact on the minds of voters on Election Day in 2024.

The opportunity for the opposition, if it manages to ally itself and set up a common front, is more than evident. First of all, the loss of support for the President is real: Morena lost the midterm elections. The opposition does not control the Chamber of Deputies because it did not join in a common front on that election, but that could, and should, change in 2024. The speed with which the ruling party has entered the process of nominating its candidate does not mean that an alternative candidacy is impossible eleven months hence, when the new President will be elected. The notion that the only thing missing for the meal to be ready is for Morena to issue its verdict in the form of a candidacy is clearly false.

The exercise of power wears out all governments and more so when there is so little to offer in the form of tangible results. The government’s key projects remain unfinished, and it is doubtful whether they will have significant impacts on the lives of the population. The contentious nature of the presidential rhetoric pays off, but it is also alienating, and the resulting division translates into fractures that can end up being as consequential as the benefits. When the President imposes himself by demanding that the Congress “not change even a comma” to his legislative bills, he sends a message to his base, but he loses the rest of the citizenry. Not all the population is identical, submissive or docile, and it is not at all unlikely that, as the vote in 2021 illustrated, the President has lost the majority with which he won five years ago.

The attack against the institutional framework, the opposition parties and the emblematic institutions of the political transition undertaken from the nineties, especially entities such as the Supreme Court of Justice, the National Electoral Institute (INE) and the National Institute for Transparency, Access to Information and Personal Data (INAI), has been relentless. The objective of submitting and subordinating the people has been express and manifest. But it has not been successful. The relevant question, less than a year from the day of the presidential election, is whether the current government will end up leaving a better country than it found. The hard data says no; the narrative that disputes the data says that the country has a health system like Denmark’s, that insecurity is decreasing, and that corruption has disappeared. Which will win: reality or the illusion? Another imponderable.

The reality is overwhelming and more so when, despite perceptions, there is no project liable to yield better results. Malcolm X, a human rights activist, wrote that “you’re not to be so blind in patriotism that you can’t face reality. Wrong is wrong, no matter what it says or does.” The citizenry will have in their hands the opportunity, and the responsibility, to decide what wins: reality or passing perception. The problem is not the government, always temporary, but the impact on the population, always permanent.

Today everything seems clear, but there are many months to go. British Prime Minister Harold Wilson said that a week is a lifetime in politics. Eleven months is an eternity.

www.mexicoevalua.org
@lrubiof

Conciliate

 

Conciliate

Luis Rubio

The great challenge for the future of Mexico lies in conciliating, or reconciling, a society that feels itself to be afflicted by circumstances and reasons that appear irreconcilable. The reality, perceptions and emotions pull in opposite directions, creating a perfect breeding ground for the environment of conflict -and, potentially, violence- characterizing the country today. The question is how to emerge from that hole.

The dynamic of the polarization arose from a presidential strategy, but its roots emanate from a long history as old as the colony itself and as recent as the promises of democracy, development and transformation (respectively) of the most recent decades. Some governments undertook weighty reforms, others limited themselves to proffering grand transformations, but the result of several decades of failing to keep or fulfill promises was the environment that made possible the accumulation of the angers and resentments at the heart of Mexican society.

Independently of the viability or feasibility of the promises that accompanied the agenda of the diverse presidential terms of past decades, the tangible fact is that the country has undergone    highly profound changes, but the integral development behind the offer set forth by various administrations remains far from coming to fruition. Nonetheless, the insufficiencies that exist display two distinct and contrasting facets that are generally ignored: the Mexico that is unsatisfied by what was promised but not achieved and that feels outraged and humiliated, whether due to historical grievances or to the perception of inequity in the results.

For some, perhaps the majority of the population, the promises lost their luster because they did not materialize in the manner of an idyllic life, typical of campaign speak, but hardly realistic in daily life. To suppose that the life of a peasant family in the Oaxacan Sierra would improve during a presidential term without actions specifically dedicated to that region and state of affairs       (something that never came to light) was absurd. Successive governments have implemented diverse strategies for development, but none has faced the political scourges that have kept an enormous portion of the population impoverished and lagging behind, especially in the country’s South and Southeast. In this region, there are no gas pipelines that could bolster industrial development, nor highways that would make possible taking to the domestic and international market the products that could constitute a prosperous and flourishing agroindustry. In a word, the rhetoric has been generous, but the required actions have been conspicuous by their absence.  The historical resentments emanating from there are logical and inexorable.

But there is also another Mexico, not a small segment, which has seen improvement in in its life, but where the pace of the advance has been insufficient and unsatisfactory. States such as Aguascalientes and Querétaro, to cite two of the most successful cases in terms of economic growth -having quintupled or sextupled their economies in the past decades- evidence immense frustration in that the political events have sabotaged them from allowing these economies to accelerate even faster. Citizens residing in those latitudes, and in practically all of the country’s urban zones, have a clear-cut view of the opportunities before them, but that are elusive given the ineptitude -or unwillingness- of the political leaderships -local and national- to resolve the evident wrongs and obstacles that hold back progress.

The point is very simple: there are many and obvious reasons for the anger and chagrin manifested in diverse ways throughout the country and that nourish and render viable a polarization strategy such as the one that the current government has pursued. However, the relevant question is what or who benefits from a strategy that entertains no better result than that of concentrating the power in a sole individual without improving the lives of the citizenry, on whichever of the two sides they are found in the national schism.  Heightening the conflict generates popularity and loyalty (both inevitably finite) but it does not resolve the problems that affect and harm both sides of Mexican society, the resentful and the dissatisfied.

As Mexicans approach the moment of presidential succession, those two Mexicos will increasingly appear in the arena of national discussion. One possibility, be it futile or not, would lie in forging ahead in the polarization strategy. Another, more effective and worthwhile, would be to find the means of bringing the citizenry together and heading up not only a national reconciliation process, but above all one of attacking the factors that have made the solution to the problems afflicting the country impossible.

Whoever wins next year, the population’s expectations will not diminish, and in the age of ubiquitous information, those expectations tend to exacerbate because the entire citizenry, regardless of where it lives, knows that a better life is possible. It also knows that it is politics, or the politicians, who curb them in achieving it. As David Konzevik says, “In times of the revolution of expectations, the president has to be a master of hope”.

It would do Mexico much good if the next president were to choose peace and reconciliation over revenge.

www.mexicoevalua.org
@lrubiof

 

 

Observations

Luis Rubio

All societies develop their myths and beliefs as ways of explaining life, but in Mexico these often fall short of reality. Someone once stated that if Kafka were Mexican, he would have been a narrator of everyday life. In that spirit, here are some observations that, without telling a coherent story, say a lot about this land of fantasy.

  • Mexico lives today the paradox of a weak government, but with a hyper powerful president. The government is incapable of managing a health crisis or distributing medicines, but the president can impose his law in the election of a local government. The country’s infrastructure is falling apart, the streets look like a war zone and extortion and violence proliferate in more and more regions, but a train that does not connect productive centers or add value destroys jungles and cenotes by presidential whim without there having been any feasibility assessment.
  • The flip side of that same paradox is that the international environment in which Mexico exists, and from which the government has pretended that it can be abstracted without cost or consequence. While the well-being of the population depends to a large extent on exports, the government does everything possible to complicate ties with the exterior, as if one thing were not related to the other. Instead of promoting and facilitating these ties -both in terms of trade negotiations and investment promotion as well as in the creation of infrastructure and facilitation of daily transactions- violations of the trade treaties keep piling up on which the fluidity of trade depends as well as the very viability of our economy. The claim that an electricity generation plant can be expropriated or prevented from operating without having international repercussions is mere wishful thinking.
  • Mexico does not have a food or self-sufficiency problem. The agricultural sector is, for the first time in centuries, in surplus and has achieved extraordinary productivity. What Mexico does suffer from, but is seldom addresses directly, is a huge problem of rural poverty. Imposing measures that restrict exports or imports of agricultural products will not solve rural poverty, which is at the heart of the country’s development dilemma. The next government could begin to meditate on the way in which rural poverty can be attacked, since the solution to three of the main challenges facing the country depends on this: social inequality, the quality and focus of education, and social mobility, three aspects of the same problem.
  • The recent state elections, in addition to the demonstrations sponsored by the citizenry as well as by the government, respectively, of the past few months, show one of the great contradictions that characterize Mexicans today. Not all Mexicans see themselves as citizens: in a recent survey, only 58% see themselves as such, compared to 42% who see themselves as “people”. In its desire to preserve and nurture the loyalty of the population above any other value or objective, the government has chosen to impede the growth of the economy, because, as the previous president of Morena once said, a poor people will always be loyal, but that sentiment withers as people prosper. Consequently, it is better to bet on permanent poverty.
  • But the above does not solve one of the key enigmas: the frequent distance that exists between organized civil society with respect to ordinary Mexicans. No one who has observed the contrasts between the demonstrations organized by the government and those of civil organizations can doubt that there lies not only a contradiction but also an enormous challenge. The very low turnout in the State of Mexico election speaks for itself.
  • Nor is it possible to close one’s eyes to the smallness of the Mexican political class, its lack of vision or the inability of the opposition to perform its crucial functions. The opposition leaders, now that their arrogance and incompetence have been exposed in the State of Mexico, cannot deny the obvious: that they have failed to act as the opposition to the institutional destruction led by the president. The citizenry has been losing one counterweight after another, remaining only protected by a harassed Supreme Court. The sum of arrogance, corruption and insignificance has left Mexicans observing how the only objective of the opposition is an embassy…
  • When one listens to leaders of countries that really aspire to progress, the contrasts with Mexico become all the more visible -and painful. It is not worth talking about places like Singapore, where the clarity of vision is impressive, but India, a nation infinitely poorer and more complex than Mexico, illustrates what is possible. The vocabulary used by officials as well as businessmen, political and social leaders speaks for itself: investment, productivity, social mobility, trust and predictability. Mexico has everything to adopt a similar catalogue, but worries about the little things always win out.

“The great enemy of the truth is very often not the lie -deliberate, contrived and dishonest- but the myth.” This is how Kennedy characterized the indisposition to advance and prosper. It would seem that he was referring to the Mexico of today…

www.mexicoevalua.org
@lrubiof

 

Disorder

Luis Rubio

Order and disorder, argues Robert Kaplan,* comprises a dilemma not dependent on the individual, but on their lived experience. It took England 700 years to evolve from the Magna Carta to women’s suffrage, with many exceedingly violent struggles along the way. Democratic traditions, as illustrated by the so-called Arab Spring a little more than a decade ago, cannot be established overnight. Mexicans who lived through the epoch of the seventies’ financial crises entertained a conception of the world very distinct from those born in the era of alternation of political parties in the presidency, something inconceivable in post-Revolutionary history, although seen as a natural occurrence today. Contrasting experiences that explain distinct perspectives concerning the way the current government conducts domestic affairs.

During the past four decades, explains Fernando Escalante,** the country underwent two great evolutions, neither of these successful. The first evolution entailed the passing from the world of legitimate impunity that enjoyed social support because it was effective and yielded results in terms of economic growth and social peace, i.e., governability (but it ended because its viability ran out), to an inconclusive transition based on democratic forms and market mechanisms as a factor of economic organization: “the administrative rationalization of elections and depoliticized markets.” That “transition regime” was successful by many measurements, but was accompanied by undesirable consequences, such as diverse inequalities that were not resolved because an effective system of justice and the Rule of Law were never consolidated. Instead of bringing to a close the world of complicities and impunity in order to construct a foundation of security and justice for all, that regime implemented a centralist vision over a country that was increasingly larger, diverse and disperse and for which solutions from above would not work: rather than strengthening them, they weakened the local authorities and opened the door to the universe of extortion that has become generalized at present.

The second evolution took place recently, but one toward a new era of lack of definition. “To say populism, authoritarianism, the return of the PRI, is to say very little.  Among the facts herein, there lies a blatantly statist rhetoric hand in hand with the weakening of the State… the aspiration to historical transcendence… that contrasts with a disconcerting lack-of-project.” The description that Escalante offers spells out the opacity, the electoral manipulation, and new spaces of intermediation. In sum, the search for the return to the broad margin of impunity that the old political class used to enjoy. The model that the present government has been building brings face to face the formal economy (requiring more State) with the informal (requiring more politics), but responds to contrasting circumstances in distinct regions of the country and societal strata. The implicit contradiction between these two worlds leads to a growing responsibility in the hands of the Army, in parallel with a systematic diminution of the capacities of the State. Escalante concludes his argument in ominous fashion, citing Leonardo Sciascia, stating that this pertains the “order of the mafia.”

Now that Mexicans find themselves in sight of the process of presidential succession, the question is, what is comes next.  However much the President picks up the pace in an attempt to confer formality on his preferences and decisions through a hurried series of legal initiatives, it is reasonable to question whether the present moment is sustainable: that order of the mafia to which   Escalante refers and that, I might add, is sustained more by the skill of the person to keep alive the attention of the population than to the functionality of his government. Could the individual who succeeds the president maintain the status quo?

Order and disorder, two sides of the same coin and two contrasting circumstances, both always present in daily life. Those living in the formal economy cannot avoid numerous encounters with the extortion, impunity and violence with which more and more Mexicans are assaulted; those living in economic informality are up against systematic barriers to their development not only due to the self-same factors of violence and impunity that the entire population endures, but also because of the encumbrances that the formal world imposes upon it in an expansive manner.  The success of the Mexican Tax Administration Service (SAT) in matching invoices with payments to close ever more spaces of tax evasion constitutes an  unassailable barricade for informality, the latter paradoxically the president’s social base.

I return to the beginning: experiences lived over time determine the perspective held by each of us with respect to the present moment. For those who lived through the growth and stability era of stabilizer development, the violence and informality of today result in being intolerable threats to development; contrariwise, for those who grew up in the eras of alternation or political parties in the presidency and violence -two unfortunately inseparable factors- the notion of stable and systematic growth becomes an unachievable chimera.

Whosoever wins, the next president will be unable to circumvent these contrasts: he or she will have to find a way to reconcile them, a new social pact that presses toward the formalization of national life.

*The Tragic Mind; **México ayer y ahora (Nexos, abril 2023).

www.mexicoevalua.org
@lrubiof

Hara-kiri

 Luis Rubio

Everything was going well when the madness began. The desire to transform had been limited to eliminating obstacles that did not enjoy greater popular recognition and expanding cash transfers to favorite clienteles. Both steps responded to an impeccable logic: if it does not enjoy legitimacy, it can be eliminated at a minimum cost, and the funds derived from this act would make it possible to expand and consolidate the sources of support. Indeed, polls show that the political cost of eliminating entities, institutions and funds, even for such fundamental things as the health sector, has been minimal. Perhaps that led the president to consider that everything is possible and that the only limit is the imagination.

In fact, there are many things that required (and still require) to be modified and that had not been possible to a large extent due to the ability of various interest groups to hinder governmental action: unions, businessmen, politicians. No one can have the slightest doubt that there are immense items of waste in public spending; that bureaucratic inertia inevitably leads to demanding more resources instead of raising productivity and improving results; and that there are various items in the public budget that have the opposite effect to that originally conceived. The way opposition party leaders behave given the federal resources they receive by law is a good example of this, but that is another issue.

Without prior commitments, President López Obrador had everything in his hands to carry out that transformation that he promised but which was later reduced to nothing more than concentrating power and destroying sources of potential counterweight to the presidency. Many of the major impediments to the country’s economic growth and development could have been removed, opening huge opportunities for the future. That didn’t happen. And now the panorama is clouded by measures that allow anticipating increasingly complex and conflictive scenarios for the budding succession process.

The last few weeks have witnessed the willingness to tempt fate, even without acknowledging it. The attacks on the Supreme Court of Justice and especially on the minister president do not cease and are now accompanied by decrees that entail, at least in political terms, a clear spirit of contempt. Nothing like this had ever happened before. Immediately afterwards an expropriation, in this case of the trans-isthmian railway. These two examples constitute a huge escalation with respect to the already sour and aggressive tone of the daily presidential morning rants. And there are still fifteen months to go.

After the collapse of the Soviet Union and the communist governments of its satellites, the head of the Hungarian party, Karoly Grosz, coined a lapidary phrase that begins to seem like a prediction of what is to come in Mexico: “The party was shattered not by its opponents but -paradoxically- by the leadership.” Right at the moment in the political cycle when Mexican presidents traditionally tried to consolidate what they had achieved and prepare for the final leg, hoping to avoid the turmoil and potential crises that accompanied many presidential transitions, President López Obrador raises the tone and undertakes a new onslaught on more and more fronts.

The objective is clear: to win the presidential elections at any cost. The obligatory question is obvious: if things are going so well, why so much circus? Or, in plain terms, why run the risk of unleashing forces that could later prove unstoppable at this stage of the game, opening more fronts every minute?

There are two speculative possibilities: one is that there is no such certainty of winning, which would require doubling down. The other is that the ease with which the president has managed to advance his agenda throughout these past five years has led him to consider that anything is feasible and at a low cost. The Japanese thought something like that in World War II and ended up committing hara-kiri.

The problem lies not merely in the unhinging of the traditional limits of Mexican politics (which, by the way, do not have to be immovable), but in the aggressiveness of the strategy just now when the inexorable vulnerabilities of all presidential transitions begin to ascend and, with them, the risks of ending badly. Suicidal instincts seem to have been unleashed.

Ortega y Gasset said that “This is the most serious danger that threatens civilization today: the intervention of the State; the absorption of all spontaneous social effort by the State, that is, of spontaneous historical action, which in the long term sustains, nourishes and drives human destinies.” The path taken in recent days not only takes Mexicans away from civilization to bring the country closer to tyranny, but also leads to potentially critical situations, just the opposite of what has motivated the president since the first day of his term.

If the course is not altered, the country could find itself, in the least of cases, facing a constitutional crisis that could well be exacerbated if the election does not go as the president wishes. Interesting times, as the Chinese would have it.

www.mexicoevalua.org
@lrubiof

Discourse vs. Reality

 

Discourse vs. Reality

Luis Rubio

What carries the day: the discourse or the reality? The discourse says “we’re doing well,” “I have other data,” “for the good of all, first the poor.” The reality, however, says something else: the country is not progressing, unemployment has spiked, poverty has increased, education deteriorates even more so, the lack of opportunities grows and violence rises incessantly. The discourse affects perceptions, sidetracks attention and mitigates the sense of urgency.     Sooner or later, reality will impose itself. The question is how much later, because on that depends how the country will evolve in the middle term.

 

Two factors keep the country functioning: the exports and the remittances. The government has done practically nothing to promote the increase of exports, the main engine of economic growth: there is no new infrastructure, violence spreads throughout the territory and especially along the routes leading to the border where the exports have to cross, and key factors, such as electricity, are grounds for politico-ideological disputes that translate into uncertainty regarding their upcoming availability. In a word, the principal wellspring of employment, growth and opportunities is stymied.

 

In terms of the remittances, the government does everything possible to promote migration to the North (which has flourished dramatically once again) on denying opportunities, punishing mothers who have no one with whom to leave their children on the closure of day-care centers and favoring violence through their policy of bear hugs for criminals. The growth of the remittances during these last years, from the middle of the Peña-Nieto government, has been extraordinary and explains in part the stability of vast rural zones, but also represents a monumental social challenge for families who are thus fragmented. As social policy, migration is, to say the least, a policy of dubious moral quality whenever it entails the loss of large numbers of the citizenry with greater potential for development and creativity.

 

The administration forges ahead without the government taking note of the consequences of the negligence implicit in its strategy of “development.”  This precise moment of the six-year presidential term is relevant because the capacity to manage the multiplicity of variables characterizing a country that entertains the complexity of Mexico is on the wane vis-à-vis the sexennial clock. The presidential discourse can feign that everything’s going fine, but its own ability to exert an impact on the social and economic processes is disappearing in parallel with the rise of the natural and inevitable altercations that emerge within the context of the definition of candidates for the presidential succession.

 

This is not a novel challenge for the Mexican political system, whose history is extraordinary in two ways: first, in avoiding catastrophes. And second, on being able to count on an uncommon capacity to redress the damage caused by politics and strategies gone awry.  From that point of view, this is not the first time that Mexico finds itself before a tessitura as complex as the current one; what is not evident is whether the old political system continues to count on the conditions and elements to avoid a catastrophe.

 

During the seventies, the seemingly golden era in the eyes of the present administration, the country advanced irrepressibly toward catastrophe, but the presidential discourse -infinitely less sophisticated and effective than the current narrative- upheld the appearance of stability while it promoted polarization of the society. Notwithstanding this, none of that could avoid the catastrophe that followed.   That circumstance was very distinct from today’s because the financial excesses and the foreign debt were all but evident, all of that without the currency sources that, thanks to exports have radically changed the present scenario. On the other hand, in contrast with this moment in time, the economy had been growing at a singular rhythm that not only enlivened the triumphalist discourse but also appeared to justify it in the terrain where it matters: that of reality.

 

It is important to situate this in that circumstance to understand the spirit of the moment and to contrast it with present-day circumstances. The economy had been growing at nearly 8%, employment was almost 100%, real salaries were on the rise, scholarships were multiplying and Mexico, as a country, was seen as an example of opportunity and potential.  Independently of the factor that sustained that dream   -the price of oil- it is easy to grasp the sensation of the moment. Everything was pressing upward in the collective imaginary until, suddenly, it collapsed, with terrifying social and economic consequences.

 

None of the economic variables of today justify catastrophic scenarios like those, but Mexico’s present complexity has nothing to do with that so primitive a country in relative terms. Today’s economy and the society function thanks to the existence of the Mexico-United States-Canada Agreement (USMCA) and the National Electoral Institute (INE), both under attack, the latter in explicit fashion, the former, de facto. The Mexico of today requires institutional strength, checks and balances and an effective government. The “new” Supreme Court of the Nation has already proven its relevance, but it might not be sufficient.

 

 

www.mexicoevalua.org

@lrubiof

 

To Dream*

Luis Rubio

To dream about achieving Nirvana in record time is always grandiose; to convince voters that this endeavor is possible, within reach, is what politicians do, above all campaigning candidates, all around the globe. If that is seasoned with attractive ideas such as a world without corruption and inequality, the approach would seem to be unbeatable. Politics is precisely that: promote better horizons and bring up the population to procure them.

But decades of great unsatisfied dreams should have convinced Mexicans by now that, without solid strategies and appropriate policies, this grandiosity results is being elusive and, frequently, counterproductive because it alienates voters and radicalizes them. As 2024 approaches, it would be best to start to see things backwards: instead of promising the impossible, future governments should develop the less attractive, the more aberrant, and the more dangerous scenarios, and to then back down from these and initiate a government project likely to transform the country. That is, to understand what it is that one would not wish to happen to make certain that the country will not arrive at that point.

How will Mexico look in 2030, at the end of the next government? Will the inertia have been overcome of a country divided into regions that run (or fall behind) at different velocities, a country that denies opportunities to those most in need and a country that absolves corruption instead of eradicating it? That is, will the foundations have been laid of a sustainable base of concord, peace, certainty and prosperity in which the entire population can participate and count on the conditions that make this possible? Rather than imagining a fantasy world that is often described during electoral campaigns, why not recognize that the current tendencies -nearly all bad- need to be reverted and corrected to end up much better than what exists today?

First, is to recognize the need to break with the dogmas that have paralyzed the country and led it to decades of lost opportunities, as well as to the recent political-economic zig-zag course. All this due to the unwillingness to acknowledge two elemental factors: first, that the country has advanced a great deal in recent decades but, in the same manner, that this advance has not included the entirety of the population nor is it prone to acquiring this in its current state. And second, that it is legitimate for people to be angry, fed up and upset at the lack of opportunities, mostly due to their social, economic and regional origin. Same with poverty, corruption, violence, and inequality, not only on moral grounds, but also in a practical sense: a society that confronts evils such as these is also a nation that knows where it is going and is disposed to get there.

The promises of the reformers (1982-2018) and the transformers (2018-today) -distinct words that are synonymous in practice – have not fulfilled their objective because the country does not have the basic capacities to transform itself nor the commitment of its political leadership to do what’s necessary to attain it. Beyond the vested interests that inhabit the political system and that have been victorious in impeding the success of reforms and transformations, the country does not have a government  likely to lead forward; an adequate educational system to bestow skills, vision and chances for the poorest and least favored populations; a public security system designed from the bottom up (and not the other way around) to consolidate a foundation of peace for the citizenry;  and a network of institutions that guarantee effective counterweights, a legal framework conceived to make possible a modern country that provides certainty and clarity of course. Though there are small examples of favorable results in nearly all these rubrics, the country today lacks the assets necessary to transform itself.

It is more than evident that none of the governments of the last decades ever meditated on the worst-case scenarios that could present, in that practically all the latter ended up yielding appreciably inferior results to those promised and, in some cases, dramatically worse. Their programs, projects and strategies were all conceived in willful fashion: if I will it, it will happen, thus falling into the most elementary of errors, believing that intentions equal results. No government of the last half century is free from that circumstance.

The countries that have truly transformed themselves -in terms of arriving at high income rates per capita,  eliminating (or frankly reducing) poverty and erecting serious, trustworthy and sound institutional scaffolding -that is to say, an environment prone for development and peace- share at least three crucial features: a) the edification of an efficient system of government (almost all following the example of Singapore and its imitators); b) an obsession with economic growth (and their consequent disposition to eliminate obstacles to make this possible); and c) an educational system conceived to transform the population and confer upon it the opportunities that had never before been possible.

It is not the time to dream, but to build that future and 2024 offers an exceptional opportunity to achieve it.

 

*From the new book ¡En sus marcas! México hacia 2024, Editorial Grijalbo, 2023

www.mexicoevalua.org
@lrubiof