Prime Minister Justin Trudeau of Canada got some bad news at a very bad time.

The big picture: Trudeau was already in danger of losing October's general election — polls show his Liberals in a dead heat with the Conservatives. Yesterday, the biggest scandal of his tenure burst back into the spotlight.


Flashback: The scandal began in February with a Globe and Mail report that Trudeau’s aides pressured Canada’s former attorney general to cut a deal with SNC-Lavalin. The engineering giant faced corruption charges over past dealings with the Gadhafi regime in Libya.

  • The minister in question, Jody Wilson-Raybould, had been demoted and later resigned. More resignations followed the news. The ensuing uproar was disastrous for Trudeau’s reputation, but slowly faded to the background.
  • That was until Canada’s ethics commissioner ruled yesterday that Trudeau violated ethics regulations by intervening in the case.
  • Trudeau insists that he was merely “standing up for Canadians jobs.” It's true that many were at stake; if convicted, SNC-Lavalin would have been banned from government contracts for 10 years.
  • But that argument didn’t convince voters back in February, when the Liberals “lost about 10–12 points almost overnight,” says Darrell Bricker of Ipsos Public Affairs.

Why it matters: Bricker says the SNC-Lavalin affair is now the dominant issue in a campaign that will ultimately be a referendum on Trudeau.

"The No. 1 asset that the Liberals have going for them is Justin Trudeau. He is their brand. It’s not a great place to be starting an election campaign from.”

The flipside: Trudeau’s main opponent, former parliamentary speaker Andrew Scheer, is hoping to capitalize. He called Trudeau's actions "unforgivable."

  • Scheer cuts a low profile. While his proposals so far have been relatively moderate, Bricker says, “there’s a lack of awareness about who he is or what he stands for.”
  • “The narrative the Liberals are pushing hard is that he becomes ‘Trump North,’ or more accurately Doug Ford at the federal level.” Ford is the populist, right-wing, and deeply controversial premier of Ontario.

What to watch: While Scheer’s political identity is still taking shape, Trudeau’s has been called into question.

  • “If there’s a word that describes the last 4 years and Justin Trudeau’s performance, I think generally that would be ‘disappointment,’” Bricker says.
  • The big question, Bricker continues, is whether the scandal is already "factored in" for voters. If so, Trudeau’s skills as a campaigner put him in a strong position to win. If not, "he’s in really big trouble.”

The bottom line: Bricker says the rock star image — magazine covers, viral videos — that Trudeau projects globally was embraced by Canadians 4 years ago. Now, many view him as out of touch or...

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