Last week, I was still in shock from Theresa May's announcement of a British General Election three years early on 8 June, and I predicted that the Conservatives would end up much where they had started. A few other Lib Dems were coming to similar conclusions (see this from Richard Morris) But I closed with the thought that I might have underestimated Theresa May. A week later I think I did.
The campaign is taking shape. The Conservatives are dusting down their campaign from 2015 - portraying themselves up a stable government against a "coalition of chaos". This message is being repeated relentlessly with discipline. Mrs May looks good at discipline. While the principal opposition party is Labour, this line of attack must surely resonate with the public. No government led by Labour in its current state can be anything other than chaotic. And all the other parties (bar the now irrelevant Ukip) have ruled out working with the Conservatives.
The Tories are making headway on three fronts. Firstly they have won back their direct defections to Ukip. Douglas Carswell, the Tory MP who defected to Ukip, has given up the ghost. Mrs May's support for Brexit and turn against social and economic liberalism has satisfied them. This victory may look good in the polls but matters least where the Tories need it most: in the marginal seats. They had done a good job of squeezing Ukip there in 2015.
The second area of Tory success is picking up votes from Labour, even from Labour's low point in 2015. A lot of these seem to be coming via Ukip. After former Labour voters rejected the party to support Ukip, they are ready to switch to the Conservatives this time - especially under Mrs May. And it isn't hard for the BBC to find people in their vox pops who have defected directly from Labour ro the Tories. She has accomplished a significant detoxification of the Tory brand for older, working class voters at least. This will help the party make headway against Labour in England, and Wales (where local polls show the Tories with an unprecedented 10% lead over Labour). All this gives the Tories a high poll share in the mid 40s in the country as a whole, and the prospect of winning many seats from Labour.
The third area of Tory success is that the party is gaining ground in Scotland. It is now firmly established as the second party after the SNP, whose poll share is coming off the boil from its high point in 2015. It could be that the SNP's policy of advocating for a second referendum on independence will push unionists in the direction of the Tories, allowing them to pick up many more seats than I thought (perhaps as many as 10). After the cataclysm of the 2015 election, who can say that there will not be some very sharp movements in some seats?
What to make of Labour? Their leader, Jeremy Corbyn, looks to be in good form - confidently pitching to bands of his supporters as he did in the Labour leadership election. Even in 2017 a hard left campaign can develop momentum, as has just been shown in France by Jean-Luc Mélenchon, somebody whose political attitudes look quite close to Mr Corbyn's. Still, he only achieved 20%, and the other left-wing candidate, Benoît Hamon, the official Socialist, failed to reach 7%. Mr Hamon was also a left-winger, and put forward a radical policy agenda, but was regarded as an irrelevance by the public. That looks closer to Mr Corbyn. Perhaps Mr Corbyn will attract a sympathy vote; perhaps local MPs can rely on a personal vote. But all this reminds me of the clutching at straws indulged in by Liberal Democrats before their disaster of 2015. The party is disorganised and disunited; Mr Corbyn's spokespeople are very much a B team, if that. The Tories are content to let Labour make all the running in the media they want to because, they are making the case to vote Tory better than the Tories themselves.The party is out of fashion and demoralised. A rout looks a distinct possibility.
And the Lib Dems? They are in good heart. New members continue to flow in (my local party has grown by over 20% in a week). They are getting plenty of media coverage after a period of being ignored. And they are well led. This week's Economist said no less than three times in three separate articles that the party is suffering from weak leadership under Tim Farron, while otherwise being quite encouraging for the party. They offered no evidence for this assertion: so what can they mean? Tim is not highly regarded at Westminster; he has not made much impact on the public - his approval rating is negative. But as a party member I have seen somebody who understands campaigning much better than his predecessor, and has pushed through some very well-judged changes. First was preparing the party for a snap election last summer, by ensuring that all constituencies had selected candidates. Second was forcing through changes to selection procedures to ensure that more women and ethnic minority candidates would be selected in target seats. This will be critical to any rebranding of the party. He did take a little longer than he should have done to rule out a coalition with the Conservatives, after ruling out one with Labour - but he got there quickly enough. And now he is talking up the idea of the party being a the real opposition - so as to undermine efforts by the Tories to talk of a "coalition of chaos" - and move it on to not offering the Tories a blank cheque.
So the Lib Dems have momentum. And yet they have a mountain to climb. Taking back the seats that they lost last time to Labour and the Conservatives will be hard work. The new MPs are well entrenched - and the sheer scale of the Conservative popularity under Mrs May makes it an uphill battle. At every general election since 1997 the Lib Dems have failed to live up to my hopes and expectations. I am trying to keep them under control this time.
Furthermore some Lib Dems are being distracted by notions of an anti-Tory "progressive" alliance, by doing deals with Greens and Labour, up to the point of even withdrawing candidates. The Greens in particular are talking up the idea. While there may be virtue in some local arrangements (covering Brighton and Lewes perhaps?), and especially local non-aggression pacts, this looks like a very bad idea.
The main electoral task for the Lib Dems is to detach some of the 30% or so of Conservative voters (15% of the electorate) who think Brexit is a mistake. Being part of an alliance, especially with Labour, will make this task much harder and indeed plays right into the hands of the Conservatives' "coalition of chaos" mantra. Labour and the Greens are making no serious attempt to challenge for these voters - and yet any anti-Tory coalition is doomed without them. The first problem for the progressive alliance is that the Tories are too damn popular. The second problem is that any alliance is not credible as anything more than a temporary electoral arrangement.
Unlike some Lib Dems, I am not against electoral alliances in principle - indeed it may be the only way to beat the current electoral system. But any such alliance needs to have clear, agreed objectives, and momentum. Labour are so far away from agreeing to such an alliance (to many of them, Labour IS the progressive alliance) that there is hardly any point in talking about it. Labour still dreams of recreating on the left what Mrs May has achieved on the right.
Until and unless Labour sorts it self out, rids itself of the hard left, and starts to embrace the compromises required to win back voters from the Tories, the best hope for progressives is that the Lib Dems surpass Labour and can build an electoral alliance from a position of strength.