washington, dc

The Democratic Strategist

Political Strategy for a Permanent Democratic Majority

Ed Kilgore

May 22: Voters May Be Alienated, But They’re Still Engaged

There were a number of interesting takeaways from the latest detailed 2024 election analysis, but I focused on the very big picture at New York:

Researchers are just now gaining access to complete data on what actually happened in the 2024 elections via voter files and Census materials.

The progressive data firm Catalist just issued its report on 2024, and much of what it tells us is a familiar story by now:

“Overall, we find that the Democratic Kamala Harris / Tim Walz ticket retained key parts of the Biden 2020 coalition, but at lower levels among a specific, interconnected set of subgroups, including young voters, men, voters of color, less frequent voters, urban voters, and voters living outside the major battleground states. No single demographic characteristic explains all the dynamics of the election; rather we find that the election is best explained as a combination of related factors. Importantly, an overarching connection among these groups is that they are less likely to have cast ballots in previous elections and are generally less engaged in the political process.

“While these groups tilted toward Donald Trump and JD Vance, Harris retained support among more consistent voters, particularly in battleground states. Together, these dynamics allowed the Trump / Vance ticket to secure a narrow popular vote plurality and a sweep of the major swing states.”

The details, of course, are still interesting, particularly when Catalist gets down into the demographic weeds:

“Over the past several general elections, Democratic support has continued to erode among voters of color. Drops from 2020 to 2024 were highest among Latino voters (9 points in support), lowest among Black voters (3 points), and 4 points for Asian and Pacific Islander groups (AAPI) … As with other demographic groups, support drops were concentrated among the younger cohorts of voters, particularly young men. For instance, support among young Black men dropped from 85% to 75% and support among young Latino men dropped from 63% to 47%.”

But sometimes important data points emerge only when you look at them from 30,000 feet. Given all that we know about the erosion of public trust in institutions, steadily negative perceptions of the direction of the country, a long-term trend away from partisan self-identification, and the savage and alienating tone of contemporary political discourse, you’d guess that voter participation would be sliding into a deep ditch. But it isn’t:

“The 2024 election was a continuation of incredibly high turnout following Trump’s surprising victory in 2016, particularly in the battleground states. Since the start of Trump’s first term, voters have remained highly engaged in the political process.

“According to data from the United States Election Lab compiled by University of Florida political scientist Michael McDonald … voter turnout spiked from 60% in 2016 to 66% in 2020 — the highest voter turnout in over a century, higher than any election since women’s suffrage and the Civil Rights era. Turnout dropped to 64% in 2024, but this drop was concentrated in non-competitive states, with some battleground states exceeding their 2020 turnout.”

So in a country where so many citizens seem to hate politics, voting is occurring (in relative terms) at historically high levels. Catalist doesn’t go into the possible explanations, but three come to mind right away.

First, despite recent Republican efforts to go back to a system dominated by in-person voting on Election Day, convenience-voting opportunities have steadily spread with voting by mail and/or in-person early voting available nearly everywhere, increasingly without conditions. In most jurisdictions, registering to vote has gotten easier in the 21st century, though, again, recent Republican initiatives to require documentary proof of citizenship and promote frequent “purges” of voter rolls definitely threaten to reverse that trend.

Second, competitive elections tend to produce higher voter turnout, particularly at a time of partisan and ideological polarization, when the stakes associated with winning or losing are heightened. Six of the seven most recent presidential elections have been very close either in the popular vote or the Electoral College or both. Control of either the House (2006, 2010, 2018, and 2022) or Senate (2002, 2006, 2014, and 2020) has changed in every midterm election of the 21st century. This level of instability over such an extended period of time is unusual and arguably galvanizing.

Third, the amount of money going into voter mobilization and persuasion in national election cycles has been steadily rising. The campaign-finance tracking site OpenSecrets has shown that in inflation-adjusted dollars, total spending has nearly tripled between 2000 and 2024 in both presidential and midterm elections. 2020 was actually the most expensive election ever with $7.7 billion (again, in inflation-adjusted dollars) going into the Trump-Biden race and $10.6 billion devoted to congressional campaigns. The slightly lower number for 2024 may have been attributable to the incredibly intensive targeting of resources on the seven battleground states, where, overall, as Catalist showed, turnout actually went up a bit from 2020.

These three factors do not, of course, take into account the much-discussed possibility that Donald Trump and his radicalized party are responsible for excited or fearful hordes of Americans going to the polls. But while voting patterns in Trump-era midterms are a bit different from those in the presidential elections when his name has been on the ballot, turnout has been elevated in the midterms, too. Indeed, the leap from a national turnout rate of 37 percent in 2014 to 50 percent in 2018 (dropping only a bit to 46 percent in 2022) remains one of the largest and most astonishing jumps in voter engagement in living memory.

Will these patterns change when (presumably) Trump leaves the scene in 2028? Nobody knows. But the anecdotal impression that Americans have grown tired of politics, and even government, during the Trump years hasn’t translated into unwillingness to vote.


Voters May Be Alienated, But They’re Still Engaged

There were a number of interesting takeaways from the latest detailed 2024 election analysis, but I focused on the very big picture at New York:

Researchers are just now gaining access to complete data on what actually happened in the 2024 elections via voter files and Census materials.

The progressive data firm Catalist just issued its report on 2024, and much of what it tells us is a familiar story by now:

“Overall, we find that the Democratic Kamala Harris / Tim Walz ticket retained key parts of the Biden 2020 coalition, but at lower levels among a specific, interconnected set of subgroups, including young voters, men, voters of color, less frequent voters, urban voters, and voters living outside the major battleground states. No single demographic characteristic explains all the dynamics of the election; rather we find that the election is best explained as a combination of related factors. Importantly, an overarching connection among these groups is that they are less likely to have cast ballots in previous elections and are generally less engaged in the political process.

“While these groups tilted toward Donald Trump and JD Vance, Harris retained support among more consistent voters, particularly in battleground states. Together, these dynamics allowed the Trump / Vance ticket to secure a narrow popular vote plurality and a sweep of the major swing states.”

The details, of course, are still interesting, particularly when Catalist gets down into the demographic weeds:

“Over the past several general elections, Democratic support has continued to erode among voters of color. Drops from 2020 to 2024 were highest among Latino voters (9 points in support), lowest among Black voters (3 points), and 4 points for Asian and Pacific Islander groups (AAPI) … As with other demographic groups, support drops were concentrated among the younger cohorts of voters, particularly young men. For instance, support among young Black men dropped from 85% to 75% and support among young Latino men dropped from 63% to 47%.”

But sometimes important data points emerge only when you look at them from 30,000 feet. Given all that we know about the erosion of public trust in institutions, steadily negative perceptions of the direction of the country, a long-term trend away from partisan self-identification, and the savage and alienating tone of contemporary political discourse, you’d guess that voter participation would be sliding into a deep ditch. But it isn’t:

“The 2024 election was a continuation of incredibly high turnout following Trump’s surprising victory in 2016, particularly in the battleground states. Since the start of Trump’s first term, voters have remained highly engaged in the political process.

“According to data from the United States Election Lab compiled by University of Florida political scientist Michael McDonald … voter turnout spiked from 60% in 2016 to 66% in 2020 — the highest voter turnout in over a century, higher than any election since women’s suffrage and the Civil Rights era. Turnout dropped to 64% in 2024, but this drop was concentrated in non-competitive states, with some battleground states exceeding their 2020 turnout.”

So in a country where so many citizens seem to hate politics, voting is occurring (in relative terms) at historically high levels. Catalist doesn’t go into the possible explanations, but three come to mind right away.

First, despite recent Republican efforts to go back to a system dominated by in-person voting on Election Day, convenience-voting opportunities have steadily spread with voting by mail and/or in-person early voting available nearly everywhere, increasingly without conditions. In most jurisdictions, registering to vote has gotten easier in the 21st century, though, again, recent Republican initiatives to require documentary proof of citizenship and promote frequent “purges” of voter rolls definitely threaten to reverse that trend.

Second, competitive elections tend to produce higher voter turnout, particularly at a time of partisan and ideological polarization, when the stakes associated with winning or losing are heightened. Six of the seven most recent presidential elections have been very close either in the popular vote or the Electoral College or both. Control of either the House (2006, 2010, 2018, and 2022) or Senate (2002, 2006, 2014, and 2020) has changed in every midterm election of the 21st century. This level of instability over such an extended period of time is unusual and arguably galvanizing.

Third, the amount of money going into voter mobilization and persuasion in national election cycles has been steadily rising. The campaign-finance tracking site OpenSecrets has shown that in inflation-adjusted dollars, total spending has nearly tripled between 2000 and 2024 in both presidential and midterm elections. 2020 was actually the most expensive election ever with $7.7 billion (again, in inflation-adjusted dollars) going into the Trump-Biden race and $10.6 billion devoted to congressional campaigns. The slightly lower number for 2024 may have been attributable to the incredibly intensive targeting of resources on the seven battleground states, where, overall, as Catalist showed, turnout actually went up a bit from 2020.

These three factors do not, of course, take into account the much-discussed possibility that Donald Trump and his radicalized party are responsible for excited or fearful hordes of Americans going to the polls. But while voting patterns in Trump-era midterms are a bit different from those in the presidential elections when his name has been on the ballot, turnout has been elevated in the midterms, too. Indeed, the leap from a national turnout rate of 37 percent in 2014 to 50 percent in 2018 (dropping only a bit to 46 percent in 2022) remains one of the largest and most astonishing jumps in voter engagement in living memory.

Will these patterns change when (presumably) Trump leaves the scene in 2028? Nobody knows. But the anecdotal impression that Americans have grown tired of politics, and even government, during the Trump years hasn’t translated into unwillingness to vote.


May 16: Has Newsom Signaled End of California’s Latest Progressive Era?

Hard to believe I’ve now lived in California long enough that I can be nostalgic for the recent past. But something just happened that made me wonder if Golden State Democrats are at a turning point, as I suggested at New York:

Governor Gavin Newsom and many other California Democrats hoped that their state could serve as a defiant alternative to the reactionary bent of the second Trump administration, one that proudly stands up for their party’s values. But fiscal realities (including many under the influence of their enemies in Washington) still matter, and a new announcement from Newsom, as reported by the Associated Press, illustrates the limits of state-based progressivism in the Trump era:

“Gov. Gavin Newsom wants California to stop enrolling more low-income immigrants without legal status in a state-funded health care program starting in 2026 and begin charging those already enrolled a monthly premium the following year.

“The decision is driven by a higher-than-expected price tag on the program and economic uncertainty from federal tariff policies, Newsom said in a Wednesday announcement. The Democratic governor’s move highlights Newsom’s struggle to protect his liberal policy priorities amid budget challenges in his final years on the job.

“California was among the first states to extend free health care benefits to all poor adults regardless of their immigration status last year, an ambitious plan touted by Newsom to help the nation’s most populous state to inch closer to a goal of universal health care. But the cost for such expansion ran $2.7 billion more than the administration had anticipated.”

The steady expansion of Medi-Cal, California’s Medicaid program, which is being at best “paused” right now, reflected two different but mutually reinforcing progressive values: a slow but stead crawl toward universal health-care coverage in the absence of a national single-payer system, and a concern for the needs of the undocumented immigrants who play so prominent a role in California’s economy and society. In particular, California Democrats have embraced the argument that health care should be a right, not some sort of earned privilege, in part because health insurance helps keep overall health-care costs down in the long run by promoting early detection and treatment of illnesses while avoiding expensive emergency-room care. Because federal Medicaid dollars cannot be used to provide services for undocumented immigrants, California (like six other states that cover significant numbers of adults, and 13 others who cover children) has used state dollars to pay for them.

California Democrats were in a position to expand Medi-Cal thanks to the legislative supermajorities they have enjoyed since 2018, which is also when Newsom became governor. But the latest expansion has proved to be fiscally unsustainable as statewide budget shortfalls loom. Newsom has been quick to attribute the latest budget woes to revenues losses caused by Trump’s tariff policies. But the broader problem is that, unlike the federal government, California must balance its budget, even though many of the factors influencing spending and revenues are beyond its control. And the problem is likely to get worse as the Trump administration and its congressional allies shift costs to the states, a major part of their strategy for reducing federal spending (to pay for high-end federal tax cuts).

There’s a specific emerging federal policy that probably influenced Newsom’s latest step: Congressional Republicans are very likely to adopt a punitive reduction in Medicaid matching funds for states that are using their own money to cover undocumented immigrants. The details are still under development, but the provision could hit California pretty hard.

Numbers aside, this episode represents a potential turning point in California’s progressive political trends, reflecting Trump’s better-than-expected showing in the Golden State in 2024 along with the passage of a ballot initiative increasing criminal penalties for drug and theft offenses and the rejection of an increase in the state’s minimum wage. There’s even some optimistic talk among California Republicans about breaking their long losing streak (dating back to 2006) in statewide elections next year. That’s pretty unlikely given the high odds of an anti-Trump midterm backlash, but the fact that the heirs of Ronald Reagan are even dreaming dreams is a bit of a surprise.

It’s also possible that the ever-ambitious Newsom doesn’t mind calibrating his own ideological image toward the perceived center in his final days as governor (he’s term-limited next year). He and other California Democrats can only hope that economic trends and what happens in Washington give them a choice in the matter.

 


Has Newsom Signaled End of California’s Latest Progressive Era?

Hard to believe I’ve now lived in California long enough that I can be nostalgic for the recent past. But something just happened that made me wonder if Golden State Democrats are at a turning point, as I suggested at New York:

Governor Gavin Newsom and many other California Democrats hoped that their state could serve as a defiant alternative to the reactionary bent of the second Trump administration, one that proudly stands up for their party’s values. But fiscal realities (including many under the influence of their enemies in Washington) still matter, and a new announcement from Newsom, as reported by the Associated Press, illustrates the limits of state-based progressivism in the Trump era:

“Gov. Gavin Newsom wants California to stop enrolling more low-income immigrants without legal status in a state-funded health care program starting in 2026 and begin charging those already enrolled a monthly premium the following year.

“The decision is driven by a higher-than-expected price tag on the program and economic uncertainty from federal tariff policies, Newsom said in a Wednesday announcement. The Democratic governor’s move highlights Newsom’s struggle to protect his liberal policy priorities amid budget challenges in his final years on the job.

“California was among the first states to extend free health care benefits to all poor adults regardless of their immigration status last year, an ambitious plan touted by Newsom to help the nation’s most populous state to inch closer to a goal of universal health care. But the cost for such expansion ran $2.7 billion more than the administration had anticipated.”

The steady expansion of Medi-Cal, California’s Medicaid program, which is being at best “paused” right now, reflected two different but mutually reinforcing progressive values: a slow but stead crawl toward universal health-care coverage in the absence of a national single-payer system, and a concern for the needs of the undocumented immigrants who play so prominent a role in California’s economy and society. In particular, California Democrats have embraced the argument that health care should be a right, not some sort of earned privilege, in part because health insurance helps keep overall health-care costs down in the long run by promoting early detection and treatment of illnesses while avoiding expensive emergency-room care. Because federal Medicaid dollars cannot be used to provide services for undocumented immigrants, California (like six other states that cover significant numbers of adults, and 13 others who cover children) has used state dollars to pay for them.

California Democrats were in a position to expand Medi-Cal thanks to the legislative supermajorities they have enjoyed since 2018, which is also when Newsom became governor. But the latest expansion has proved to be fiscally unsustainable as statewide budget shortfalls loom. Newsom has been quick to attribute the latest budget woes to revenues losses caused by Trump’s tariff policies. But the broader problem is that, unlike the federal government, California must balance its budget, even though many of the factors influencing spending and revenues are beyond its control. And the problem is likely to get worse as the Trump administration and its congressional allies shift costs to the states, a major part of their strategy for reducing federal spending (to pay for high-end federal tax cuts).

There’s a specific emerging federal policy that probably influenced Newsom’s latest step: Congressional Republicans are very likely to adopt a punitive reduction in Medicaid matching funds for states that are using their own money to cover undocumented immigrants. The details are still under development, but the provision could hit California pretty hard.

Numbers aside, this episode represents a potential turning point in California’s progressive political trends, reflecting Trump’s better-than-expected showing in the Golden State in 2024 along with the passage of a ballot initiative increasing criminal penalties for drug and theft offenses and the rejection of an increase in the state’s minimum wage. There’s even some optimistic talk among California Republicans about breaking their long losing streak (dating back to 2006) in statewide elections next year. That’s pretty unlikely given the high odds of an anti-Trump midterm backlash, but the fact that the heirs of Ronald Reagan are even dreaming dreams is a bit of a surprise.

It’s also possible that the ever-ambitious Newsom doesn’t mind calibrating his own ideological image toward the perceived center in his final days as governor (he’s term-limited next year). He and other California Democrats can only hope that economic trends and what happens in Washington give them a choice in the matter.

 


May 15: How Democrats Might Flip the Senate

As the 2026 midterms move closer, it’s time to recalibrate expectations now and then, and there’s now a glimmer of hope that Democrats could flip the Senate as well as the House, as I explained at New York:

Much of the early coverage of the 2026 midterm elections dwells on the fight for control of the U.S. House. The current GOP majority in that chamber, after all, is very fragile, and historically the president’s party almost always loses House seats in midterms. Busting up the Republican governing trifecta that is working to implement Donald Trump’s agenda is both a realistic and an important goal for Democrats, who gained 41 net seats and flipped the House in the 2018 midterms after Trump’s first election.

If Republicans do lose the House next year, they won’t be able to enact “big beautiful” budget-reconciliation bills that Democrats can’t filibuster. But if the GOP holds on to the Senate, Trump can still get his judicial- and executive-branch appointees confirmed, and Republicans can block any Democratic legislation with ease. Thanks to the peculiarities of the Senate landscape, in which only a third of the chamber is up every two years, Republicans have a good chance of maintaining control of the Senate, even if 2026 turns out to be a fine year for the Democratic Party. In 2018, after all, Republicans posted a net gain of two Senate seats despite getting pasted in House races.

At this point the 2026 Senate landscape is very favorable to the GOP. Yes, it must defend 22 Senate seats. But as Shane Goldmacher of the New York Times points out, 20 of them “are in states that Mr. Trump carried by at least 10 percentage points in 2024.” The authoritative Cook Political Report rates 19 of these 20 seats as “solid Republican,” meaning the races shouldn’t be competitive at all. Meanwhile, Democrats must defend two seats in states Trump won in 2024 (Georgia and Michigan), and four of their seats (in Illinois, Michigan, Minnesota, and New Hampshire) have no incumbent running. Flipping the Senate would require a net gain of four seats (thanks to Vice-President J.D. Vance’s tiebreaking vote), and the arithmetic for doing that with just three competitive races for Republican-held seats is daunting, to put it mildly. Democrats need to win all seven of the races Cook rates as competitive and then somehow make a safe Republican seat unsafe.

But as Nate Silver observes, Democrats could have a very strong wind at their backs in the midterms:

“I’m a fan of what groups like Cook and Crystal Ball do. But having been in the forecasting game for a long time, they have what I consider to be a persistent bias. Namely, they tend to assume a politically neutral environment until there’s a lot of evidence to the contrary.

“This assumption is wrong. It ignores years and years of history of the president’s party performing poorly in the midterms.”

Silver calculates the average midterm advantage of the non–White House party since 1994 as 4.4 percent in the House national popular vote but suggests that Trump’s history of subpar job approval (even if he doesn’t blow up the economy or threaten the future of democracy) and Democratic overperformance in recent non-presidential elections should bump up the Democratic edge: “In fact, the pattern looks a lot like 2018, when Democrats won the popular vote for the House by 8.6 points.”

A national wave of anything like that 2018 percentage could change the Senate landscape significantly:

“States like North Carolina and Georgia actually become ‘lean D.’ And while the next tranche of states — Florida, Ohio, Texas, Iowa and Alaska — are still ‘lean R,’ it’s not by such a large margin that you’d write the Democrats’ chances off.”

At that point, the path to a Democratic Senate is a matter of candidate recruitment and possibly sheer luck. One place to watch in particular is Texas, where John Cornyn is facing an existential primary challenge from the state’s attorney general, right-wing scandal magnet Ken Paxton, in what is sure to be a nasty, expensive, and competitive race. It could also provide an opening for a Democrat like Colin Allred, who ran a creditable campaign against Ted Cruz last year and might run for the Senate again. If former senator Sherrod Brown attempts a comeback in Ohio, it’s likely he could provide a stiff challenge to recently appointed Republican senator Jon Husted. And in Alaska, the state’s unique top-four/ranked-choice voting system gives any centrist Democrat in a good year a shot against Republican incumbent Dan Sullivan, who, according to a recent poll, isn’t terribly popular. One possible candidate, Mary Peltola, won a statewide House seat in 2022 (defeating Sarah Palin) before narrowly losing it last year.

Candidate recruitment will matter in some of the contests where Democrats have a particular reason to be optimistic. Beating Thom Tillis in highly competitive North Carolina won’t be as much of a reach if popular former governor Roy Cooper runs against him. And in Georgia, incumbent Democrat Jon Ossoff has high hopes of a divisive Republican primary to choose his opponent among relatively little-known candidates, now that both Brian Kemp and Marjorie Taylor Greene have given the race a pass. Meanwhile, in New Hampshire, Republicans failed to convince Governor Chris Sununu to run for the seat being vacated by Jeanne Shaheen, which probably means the GOP nominee will be retread Scott Brown, who lost Senate races in Massachusetts in 2012 (following his shocking special-election win in 2010) and in New Hampshire in 2014.

A lot can change between now and November 2026 in terms of both individual Senate races and the national political landscape. At present, you’d have to say the Democratic odds of flipping the Senate along with the House have gone from none to slim — but that’s still a very real opportunity for the party.


How Democrats Might Flip the Senate

As the 2026 midterms move closer, it’s time to recalibrate expectations now and then, and there’s now a glimmer of hope that Democrats could flip the Senate as well as the House, as I explained at New York:

Much of the early coverage of the 2026 midterm elections dwells on the fight for control of the U.S. House. The current GOP majority in that chamber, after all, is very fragile, and historically the president’s party almost always loses House seats in midterms. Busting up the Republican governing trifecta that is working to implement Donald Trump’s agenda is both a realistic and an important goal for Democrats, who gained 41 net seats and flipped the House in the 2018 midterms after Trump’s first election.

If Republicans do lose the House next year, they won’t be able to enact “big beautiful” budget-reconciliation bills that Democrats can’t filibuster. But if the GOP holds on to the Senate, Trump can still get his judicial- and executive-branch appointees confirmed, and Republicans can block any Democratic legislation with ease. Thanks to the peculiarities of the Senate landscape, in which only a third of the chamber is up every two years, Republicans have a good chance of maintaining control of the Senate, even if 2026 turns out to be a fine year for the Democratic Party. In 2018, after all, Republicans posted a net gain of two Senate seats despite getting pasted in House races.

At this point the 2026 Senate landscape is very favorable to the GOP. Yes, it must defend 22 Senate seats. But as Shane Goldmacher of the New York Times points out, 20 of them “are in states that Mr. Trump carried by at least 10 percentage points in 2024.” The authoritative Cook Political Report rates 19 of these 20 seats as “solid Republican,” meaning the races shouldn’t be competitive at all. Meanwhile, Democrats must defend two seats in states Trump won in 2024 (Georgia and Michigan), and four of their seats (in Illinois, Michigan, Minnesota, and New Hampshire) have no incumbent running. Flipping the Senate would require a net gain of four seats (thanks to Vice-President J.D. Vance’s tiebreaking vote), and the arithmetic for doing that with just three competitive races for Republican-held seats is daunting, to put it mildly. Democrats need to win all seven of the races Cook rates as competitive and then somehow make a safe Republican seat unsafe.

But as Nate Silver observes, Democrats could have a very strong wind at their backs in the midterms:

“I’m a fan of what groups like Cook and Crystal Ball do. But having been in the forecasting game for a long time, they have what I consider to be a persistent bias. Namely, they tend to assume a politically neutral environment until there’s a lot of evidence to the contrary.

“This assumption is wrong. It ignores years and years of history of the president’s party performing poorly in the midterms.”

Silver calculates the average midterm advantage of the non–White House party since 1994 as 4.4 percent in the House national popular vote but suggests that Trump’s history of subpar job approval (even if he doesn’t blow up the economy or threaten the future of democracy) and Democratic overperformance in recent non-presidential elections should bump up the Democratic edge: “In fact, the pattern looks a lot like 2018, when Democrats won the popular vote for the House by 8.6 points.”

A national wave of anything like that 2018 percentage could change the Senate landscape significantly:

“States like North Carolina and Georgia actually become ‘lean D.’ And while the next tranche of states — Florida, Ohio, Texas, Iowa and Alaska — are still ‘lean R,’ it’s not by such a large margin that you’d write the Democrats’ chances off.”

At that point, the path to a Democratic Senate is a matter of candidate recruitment and possibly sheer luck. One place to watch in particular is Texas, where John Cornyn is facing an existential primary challenge from the state’s attorney general, right-wing scandal magnet Ken Paxton, in what is sure to be a nasty, expensive, and competitive race. It could also provide an opening for a Democrat like Colin Allred, who ran a creditable campaign against Ted Cruz last year and might run for the Senate again. If former senator Sherrod Brown attempts a comeback in Ohio, it’s likely he could provide a stiff challenge to recently appointed Republican senator Jon Husted. And in Alaska, the state’s unique top-four/ranked-choice voting system gives any centrist Democrat in a good year a shot against Republican incumbent Dan Sullivan, who, according to a recent poll, isn’t terribly popular. One possible candidate, Mary Peltola, won a statewide House seat in 2022 (defeating Sarah Palin) before narrowly losing it last year.

Candidate recruitment will matter in some of the contests where Democrats have a particular reason to be optimistic. Beating Thom Tillis in highly competitive North Carolina won’t be as much of a reach if popular former governor Roy Cooper runs against him. And in Georgia, incumbent Democrat Jon Ossoff has high hopes of a divisive Republican primary to choose his opponent among relatively little-known candidates, now that both Brian Kemp and Marjorie Taylor Greene have given the race a pass. Meanwhile, in New Hampshire, Republicans failed to convince Governor Chris Sununu to run for the seat being vacated by Jeanne Shaheen, which probably means the GOP nominee will be retread Scott Brown, who lost Senate races in Massachusetts in 2012 (following his shocking special-election win in 2010) and in New Hampshire in 2014.

A lot can change between now and November 2026 in terms of both individual Senate races and the national political landscape. At present, you’d have to say the Democratic odds of flipping the Senate along with the House have gone from none to slim — but that’s still a very real opportunity for the party.

 


May 8: How Obamacare Undermined Republican Appetite for Medicaid Cuts

There’s a new and important problem facing Republicans as they seek to hammer Medicaid yet again, as I explained at New York:

In the long Paul Ryan era of Republican budget-cutting efforts (when Ryan was House Budget Committee chairman and then House Speaker), Medicaid was always on the chopping block. And when the program became a key element of Democratic efforts to expand health-care coverage in the Affordable Care Act sponsored by Republicans’ top enemy, Barack Obama, Medicaid’s status as the program tea-party Republicans wanted to kill most rose into the stratosphere. No wonder that the last time the GOP had a governing trifecta, in 2017, there was no single “big beautiful bill” to implement Trump’s entire agenda, but instead an initial drive to “repeal and replace Obamacare” along with measures to deeply and permanently cut Medicaid. Rolling back health coverage for those people was Job One.

So now that Trump has returned to office with another trifecta in Congress, an alleged mandate, and a big head of steam that has overcome every inhibition based on politics, the law, or the Constitution, you’d figure that among the massive federal cuts being pursued through every avenue imaginable, deep Medicaid cuts would be the ultimate no-brainer for Republicans. Indeed, the budgetary arithmetic of Trump’s agenda all but demands big Medicaid “savings,” which is why the House budget resolution being implemented right now calls for cuts in the neighborhood of $600–$800 billion. And it’s clear that the very powerful House Freedom Caucus, thought to be especially near and dear to the president’s heart, is rabid for big Medicaid cuts.

To be sure, the extremely narrow GOP margin in the House means that so-called “moderate” Republicans (really just Republicans in marginal districts) who are chary of big Medicaid cuts are one source of intraparty pushback on this subject. But the shocking and arguably more important dynamic is that some of Trump’s most intense MAGA backers are pushing back too. OG Trump adviser Stephen Bannon issued a warning in February, as The New Republic’s Edith Olmsted reported:

“Steve Bannon, former architect of the MAGA movement turned podcaster, warned that Republicans making cuts to Medicaid would affect members of Donald Trump’s fan club.

“On the Thursday episode of War Room, while gushing over massive government spending cuts, Bannon warned that cutting Medicaid specifically would prove unpopular among the working-class members of Trump’s base, who make up some of the 80 million people who get their health care through that program.

“’Medicaid, you got to be careful, because a lot of MAGA’s on Medicaid. I’m telling you, if you don’t think so, you are deeeeeead wrong,’ Bannon said. ‘Medicaid is going to be a complicated one. Just can’t take a meat ax to it, although I would love to.’”

Bannon didn’t comment on the irony that it was the hated Obamacare that extended Medicaid eligibility deep into the MAGA ranks (with voters in deep-red Idaho, Missouri, Nebraska, Oklahoma, and Utah insisting on taking advantage of it), making it a dangerous target for GOP cuts. But in any event, particularly given Trump’s occasional promises that he’d leave Medicaid alone (which didn’t keep him from supporting the deep 2017 cuts), there existed some MAGA sentiment for finding “savings” elsewhere.

The volume of this sentiment went up sharply when one of the flavor-of-the-year right-wing “influencers,” Trump buddy Laura Loomer (reportedly fresh from laying waste to the National Security Council staff) went after a conservative think-tanker who was advising HFC types on how to savage Medicaid, per Politico:

“In a social media post Monday, Loomer called Brian Blase, the president of Paragon Health Institute, a ‘RINO Saboteur’ for helping draft a letter circulated by 20 House conservatives that advocated for deep cuts to Medicaid in the GOP’s domestic policy megabill.

“’In a shocking betrayal of President Donald Trump’s unwavering commitment to America’s working-class families, and his promise to protect Medicaid, [Brian Blase] … is spearheading a dangerous campaign to undermine the Republican Party’s midterm prospects,’ Loomer said on X.”

Loomer’s blast at Blase was clearly a shot across the bow of the House Freedom Caucus and other Republicans who are lusting for Medicaid cuts and/or are focused on deficit reduction as a major goal. She called Medicaid “a program critical to the heartland voters who propelled Donald Trump to his election victories” and warned that Medicaid cuts could badly damage Republicans in the 2026 midterms.

The perpetually shrewd health-care analyst Jonathan Cohn thinks MAGA ambivalence about Medicaid cuts could be a game-changer. After citing data from Trump’s own pollster showing support for Medicaid among Trump supporters, Cohn noted this could have an impact in Congress:

“Trump himself has said he is going to protect Medicaid — although, as is always the case, it’s hard to know exactly what he means, how seriously he means it, or how much thought he has even given to the matter.

“But Trump’s own uncertainty here is telling, just like the pushback to Medicaid cuts from the likes of Loomer. Together they are a sign of just how much the politics around government health care programs has changed in the last few years — and why this piece of Trump’s big, beautiful bill is proving so tough to pass.”

It wouldn’t be that surprising if there’s a thunderbolt from the White House on this subject before the House budget reconciliation bill is finalized. If there isn’t, nervous House Republicans may be forced to read his ever-changing mind.

 


How Obamacare Undermined Republican Appetite for Medicaid Cuts

There’s a new and important problem facing Republicans as they seek to hammer Medicaid yet again, as I explained at New York:

In the long Paul Ryan era of Republican budget-cutting efforts (when Ryan was House Budget Committee chairman and then House Speaker), Medicaid was always on the chopping block. And when the program became a key element of Democratic efforts to expand health-care coverage in the Affordable Care Act sponsored by Republicans’ top enemy, Barack Obama, Medicaid’s status as the program tea-party Republicans wanted to kill most rose into the stratosphere. No wonder that the last time the GOP had a governing trifecta, in 2017, there was no single “big beautiful bill” to implement Trump’s entire agenda, but instead an initial drive to “repeal and replace Obamacare” along with measures to deeply and permanently cut Medicaid. Rolling back health coverage for those people was Job One.

So now that Trump has returned to office with another trifecta in Congress, an alleged mandate, and a big head of steam that has overcome every inhibition based on politics, the law, or the Constitution, you’d figure that among the massive federal cuts being pursued through every avenue imaginable, deep Medicaid cuts would be the ultimate no-brainer for Republicans. Indeed, the budgetary arithmetic of Trump’s agenda all but demands big Medicaid “savings,” which is why the House budget resolution being implemented right now calls for cuts in the neighborhood of $600–$800 billion. And it’s clear that the very powerful House Freedom Caucus, thought to be especially near and dear to the president’s heart, is rabid for big Medicaid cuts.

To be sure, the extremely narrow GOP margin in the House means that so-called “moderate” Republicans (really just Republicans in marginal districts) who are chary of big Medicaid cuts are one source of intraparty pushback on this subject. But the shocking and arguably more important dynamic is that some of Trump’s most intense MAGA backers are pushing back too. OG Trump adviser Stephen Bannon issued a warning in February, as The New Republic’s Edith Olmsted reported:

“Steve Bannon, former architect of the MAGA movement turned podcaster, warned that Republicans making cuts to Medicaid would affect members of Donald Trump’s fan club.

“On the Thursday episode of War Room, while gushing over massive government spending cuts, Bannon warned that cutting Medicaid specifically would prove unpopular among the working-class members of Trump’s base, who make up some of the 80 million people who get their health care through that program.

“’Medicaid, you got to be careful, because a lot of MAGA’s on Medicaid. I’m telling you, if you don’t think so, you are deeeeeead wrong,’ Bannon said. ‘Medicaid is going to be a complicated one. Just can’t take a meat ax to it, although I would love to.’”

Bannon didn’t comment on the irony that it was the hated Obamacare that extended Medicaid eligibility deep into the MAGA ranks (with voters in deep-red Idaho, Missouri, Nebraska, Oklahoma, and Utah insisting on taking advantage of it), making it a dangerous target for GOP cuts. But in any event, particularly given Trump’s occasional promises that he’d leave Medicaid alone (which didn’t keep him from supporting the deep 2017 cuts), there existed some MAGA sentiment for finding “savings” elsewhere.

The volume of this sentiment went up sharply when one of the flavor-of-the-year right-wing “influencers,” Trump buddy Laura Loomer (reportedly fresh from laying waste to the National Security Council staff) went after a conservative think-tanker who was advising HFC types on how to savage Medicaid, per Politico:

“In a social media post Monday, Loomer called Brian Blase, the president of Paragon Health Institute, a ‘RINO Saboteur’ for helping draft a letter circulated by 20 House conservatives that advocated for deep cuts to Medicaid in the GOP’s domestic policy megabill.

“’In a shocking betrayal of President Donald Trump’s unwavering commitment to America’s working-class families, and his promise to protect Medicaid, [Brian Blase] … is spearheading a dangerous campaign to undermine the Republican Party’s midterm prospects,’ Loomer said on X.”

Loomer’s blast at Blase was clearly a shot across the bow of the House Freedom Caucus and other Republicans who are lusting for Medicaid cuts and/or are focused on deficit reduction as a major goal. She called Medicaid “a program critical to the heartland voters who propelled Donald Trump to his election victories” and warned that Medicaid cuts could badly damage Republicans in the 2026 midterms.

The perpetually shrewd health-care analyst Jonathan Cohn thinks MAGA ambivalence about Medicaid cuts could be a game-changer. After citing data from Trump’s own pollster showing support for Medicaid among Trump supporters, Cohn noted this could have an impact in Congress:

“Trump himself has said he is going to protect Medicaid — although, as is always the case, it’s hard to know exactly what he means, how seriously he means it, or how much thought he has even given to the matter.

“But Trump’s own uncertainty here is telling, just like the pushback to Medicaid cuts from the likes of Loomer. Together they are a sign of just how much the politics around government health care programs has changed in the last few years — and why this piece of Trump’s big, beautiful bill is proving so tough to pass.”

It wouldn’t be that surprising if there’s a thunderbolt from the White House on this subject before the House budget reconciliation bill is finalized. If there isn’t, nervous House Republicans may be forced to read his ever-changing mind.

 


May 7: Trump’s Marginal Voters Souring On Him

It’s well-known that Donald Trump did really well in 2024 among low-information voters. As I discussed at New York, they’ve turned against him just as they turned against Joe Biden:

One of the more fascinating political trends of 2024 was the inversion of an ancient truism. In the old days, “marginal voters” — the typically younger, poorer people who are disengaged from political news and disinclined to vote without direct encouragement — leaned left. This made voter mobilization a greater priority for Democrats than for Republicans, whose older, higher-income, and better-educated supporters were more likely to vote. But that all flipped last year. Donald Trump held far greater appeal to non-college-educated voters, and to those who didn’t access or didn’t trust mainstream media information, than his Republican predecessors ever did. Thus he was able to outperform expectations in the high-turnout environment of an intensely competitive presidential election.

Democrats can console themselves that their new status as the party of high-information voters could help them in the lower-turnout environment of non-presidential elections — special and off-year elections in 2025 and the 2026 midterms, when marginal voters will be tuned out to an unusual degree. But according to public-opinion analyst G. Elliot Morris, something else is going on right now: Trump’s popularity among marginal voters is dropping like a rock:

“New polling shows that the very voters who powered Trump’s return to office are now abandoning him. And if that trend holds, it could upend assumptions about how much campaign messaging and elite discourse really matter. Because it turns out the people who don’t read the Times, don’t watch the Sunday shows, and don’t care about the policy details… still care when the economy sours and their lives get harder.”

Using data from YouGov surveys, Morris finds a “massive 33 percentage point decline in Trump’s net approval rating over the last 3 months with people who consume the least news.” That dwarfs a “14-point drop in Trump approval, from +3 to -11, among people who say they pay attention to the news ‘most of the time.’”

It stands to reason that people who haven’t been paying much attention to the media-borne clamor over Trump’s first 100 days in office — much as they didn’t pay attention to media-borne messaging during the 2024 presidential campaign — are forming their political attitudes from their own real-life experiences of the direction of the country, particularly in terms of the economic factors affecting them most immediately. That made them hostile to incumbent policymakers in 2024 and again in 2025, Morris suggests:

“These voters reacted to inflation in 2022-2023, were primed to vote for Trump because of the good economy in 2018-2019, and for the most part the little information that reached them during the 2024 campaign did little to persuade them. Ideology drove their vote less than in 2020.

“Now, with 401ks sinking, goods getting more expensive, shelves emptying, and the president saying kids should have just three dolls instead of 30, they have moved against the president again.”

Because they are largely immune from the partisan “messaging” conveyed through media outlets and are not really attached to either party, marginal voters may be more rational than their media-savvy counterparts, at least in terms of their own perceived interests. And if nothing else, their changing allegiances may be a better barometer of political trends to come. Morris goes a step further by arguing that since objective conditions are undermining approval of Trump’s stewardship of the economy, Democratic messaging can profitably focus on noneconomic issues where persuasion is more of a factor.

While the turn of marginal voters against Trump could be very bad news for Republican prospects in 2028 — assuming the economic Golden Age they keep trumpeting fails to appear – the impact between now and then is more debatable. Falling Trump approval ratings among the people least likely to show up for non-presidential elections may be the proverbial tree falling in the forest that no one hears. It will be interesting to see if the Republican Party chooses to leave them in unmobilized peace going forward or tries to get them back to the polls, even if they’ve soured on Donald Trump.

 


Trump’s Marginal Voters Souring On Him

It’s well-known that Donald Trump did really well in 2024 among low-information voters. As I discussed at New York, they’ve turned against him just as they turned against Joe Biden:

One of the more fascinating political trends of 2024 was the inversion of an ancient truism. In the old days, “marginal voters” — the typically younger, poorer people who are disengaged from political news and disinclined to vote without direct encouragement — leaned left. This made voter mobilization a greater priority for Democrats than for Republicans, whose older, higher-income, and better-educated supporters were more likely to vote. But that all flipped last year. Donald Trump held far greater appeal to non-college-educated voters, and to those who didn’t access or didn’t trust mainstream media information, than his Republican predecessors ever did. Thus he was able to outperform expectations in the high-turnout environment of an intensely competitive presidential election.

Democrats can console themselves that their new status as the party of high-information voters could help them in the lower-turnout environment of non-presidential elections — special and off-year elections in 2025 and the 2026 midterms, when marginal voters will be tuned out to an unusual degree. But according to public-opinion analyst G. Elliot Morris, something else is going on right now: Trump’s popularity among marginal voters is dropping like a rock:

“New polling shows that the very voters who powered Trump’s return to office are now abandoning him. And if that trend holds, it could upend assumptions about how much campaign messaging and elite discourse really matter. Because it turns out the people who don’t read the Times, don’t watch the Sunday shows, and don’t care about the policy details… still care when the economy sours and their lives get harder.”

Using data from YouGov surveys, Morris finds a “massive 33 percentage point decline in Trump’s net approval rating over the last 3 months with people who consume the least news.” That dwarfs a “14-point drop in Trump approval, from +3 to -11, among people who say they pay attention to the news ‘most of the time.’”

It stands to reason that people who haven’t been paying much attention to the media-borne clamor over Trump’s first 100 days in office — much as they didn’t pay attention to media-borne messaging during the 2024 presidential campaign — are forming their political attitudes from their own real-life experiences of the direction of the country, particularly in terms of the economic factors affecting them most immediately. That made them hostile to incumbent policymakers in 2024 and again in 2025, Morris suggests:

“These voters reacted to inflation in 2022-2023, were primed to vote for Trump because of the good economy in 2018-2019, and for the most part the little information that reached them during the 2024 campaign did little to persuade them. Ideology drove their vote less than in 2020.

“Now, with 401ks sinking, goods getting more expensive, shelves emptying, and the president saying kids should have just three dolls instead of 30, they have moved against the president again.”

Because they are largely immune from the partisan “messaging” conveyed through media outlets and are not really attached to either party, marginal voters may be more rational than their media-savvy counterparts, at least in terms of their own perceived interests. And if nothing else, their changing allegiances may be a better barometer of political trends to come. Morris goes a step further by arguing that since objective conditions are undermining approval of Trump’s stewardship of the economy, Democratic messaging can profitably focus on noneconomic issues where persuasion is more of a factor.

While the turn of marginal voters against Trump could be very bad news for Republican prospects in 2028 — assuming the economic Golden Age they keep trumpeting fails to appear – the impact between now and then is more debatable. Falling Trump approval ratings among the people least likely to show up for non-presidential elections may be the proverbial tree falling in the forest that no one hears. It will be interesting to see if the Republican Party chooses to leave them in unmobilized peace going forward or tries to get them back to the polls, even if they’ve soured on Donald Trump.