It's not up to the unelected commission to determine Britain's policies, but it has reason and evidence on its side.
Targets are missed on two fronts, with net migration up by 212,000 and borrowing up by £1.9bn.
David Cameron likes to boast that there are more women in the workplace than ever. But for too many, life is getting harder.
The more parties, broadcasters and papers pile in, the greater the danger of a non-agreement.
It would enhance his bargaining power, while the Tories can remind him that they allowed a vote on AV.
The PM recognises how any hint that he could depart could galvanise the "No" campaign - but he is preparing for defeat.
Labour knows the state isn’t perfect. But the coalition is giving power to big corporations, not to people.
The inclusion of the party would help to split the left-wing vote and harm Labour and the Lib Dems.
Aside from his own preservation, any hint that he would depart would aid the Yes campaign.