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The Democratic Strategist

Political Strategy for a Permanent Democratic Majority

Editor’s Corner

November 18: Coming Soon: Decisions on the 2024 Democratic Primary Calendar

One of my favorite wonky topics is the presidential nominating process, and as it happens, the way it’s shaping up for Democratic in 2024 is unusual, as I explained at New York:

Donald Trump’s 2024 announcement signaled that we are now officially in the run-up to the next presidential election. But there’s a big missing piece of basic election infrastructure, at least for Democrats: The order of states holding presidential primaries is very much up in the air.

Earlier this year, the Democratic National Committee’s Rules and Bylaws Committee, which sets guidelines for the nomination process and administers sticks and carrots to get states to comply, announced it would authorize five “early states” allowed to have nominating contests prior to March 1, 2024. The four states that were allowed across this golden rope line from 2008 through 2020 — Iowa, New Hampshire, Nevada, and South Carolina — would have to reapply for privileged status along with everyone else. As many as 20 state Democratic parties expressed interest in vying for these five spots. But because some of the changed calendar positions would require action by the state government, which typically control and finance primaries, the DNC delayed a final selection until after the midterms sorted out who ruled where.

Now Michigan Democrats, who flipped both legislative chambers and hung on to the governorship this month, are galvanizing the 2024 calendar discussion with a clear bid for an early spot, as NBC News reports:

“Michigan Democrats — led by Rep. Debbie Dingell — feel well positioned to join the coveted ranks of the early states, after they made huge gains in the Nov. 8 election. With Iowa facing possible eviction from the early states, many expect Democrats to elevate a Midwest state.

“Democrats now have full control of the Statehouse in Lansing, which would allow them to easily change state laws to support a new date for the 2024 primary.”

The DNC’s previously announced criteria for early states, as reported by CBS News, were diversity (racial, ethnic, geographic, and economic diversity as well as union representation), general-election competitiveness, and feasibility (whether states can move their contest into the early window, if they can run a “fair, transparent and inclusive nominating process,” and the logistical requirements and cost of campaigning in that state). It was an unstated but understood criterion as well that the five early states would represent different regions. So Michigan may be competing for an early-state slot with Minnesota, where Democrats also nailed down a trifecta in the midterms.

Iowa’s traditional first-in-the-nation caucus has looked doomed all along. The state is famously nondiverse and is now solidly Republican in general elections. The “feasibility” of an Iowa event was also called into question by the 2020 fiasco, in which no Iowa caucus results were announced until the next day.

New Hampshire will be harder to dislodge, despite its nondiverse population, because of a state law that authorizes the secretary of state to move the primary date around in order to maintain the position of first primary. But Nevada Democrats are making a sustained effort to leap ahead of New Hampshire by switching to a primary and aggressively advertising their superior diversity and obvious competitiveness. It’s unclear, however, whether Republican Joe Lombardo’s gubernatorial win in Nevada will disrupt efforts to authorize a new state primary.

That points to one of two variables complicating the early-state selection process: By and large, Republicans are happy with the existing order of states. There is no pressure within the GOP to dump Iowa or displace New Hampshire or do anything else unusual. So in states where Republican cooperation is necessary to move things around or make the requisite resources available, Democrats have to convince their partisan enemies to care about it as well. And if the proposed new primary date in any given state violates the RNC’s existing calendar rules, that state’s Republicans could be penalized and lose delegates to their own convention. The prospect of a serious battle for the GOP presidential nomination adds another series of calculations.

It’s a Rubik’s Cube, and that’s largely why the existing calendar for both parties has stayed in place for so long aside from the fact that, in Iowa and New Hampshire, both parties have long cooperated to defend their calendar privileges like crazed badgers.

The other big variable facing Democrats is the broader context: What sort of decisions will Democrats be facing in 2024? At this point, we don’t know for sure whether President Biden is running for a second term, and we don’t know if he’ll face major competition if he does. If Biden has to fight for renomination, how he performed in particular states in 2020 may have some influence on a loyal DNC deciding where he has to run in 2024. That might really doom Iowa, if it’s not already doomed, given Biden’s fourth-place finish there in 2020. And Biden finished fifth in New Hampshire. The DNC likely wouldn’t want to give calendar privileges to the home state of a potential rival.

But decisions have to be made, and the Rules and Bylaws Committee is set to make them when it meets from December 1 through 3 in Washington, D.C.


November 16: Is the Democratic “Blue Wall” Coming Back in 2024?

To guard against unjustified optimism or pessimism, I took a look at one emerging take on the 2022 midterms and evaluated it at New York:

In 2020, Joe Biden beat Donald Trump by flipping a number of battleground states that the Republican carried in 2016, namely Arizona, Georgia, Michigan, Pennsylvania, and Wisconsin. One of the reasons Republicans were optimistic about winning back the Senate this year is that several key contests were in these states. If the states were very close in a presidential year, surely they would turn red in a midterm when an unpopular Democrat was in the White House, right?

Wrong, for the most part. Democrats defended a seat in Arizona (and another in Nevada, a state Trump hadn’t carried but nearly did in 2020), flipped a Republican-held seat in Pennsylvania, and held the lead in Georgia going into a December 6 runoff (similar to the two January 2021 Senate runoffs Democrats won). Biden’s party didn’t win the Senate race in Wisconsin, but it was close, and it did win the gubernatorial contest there, as in Michigan, Pennsylvania, and Arizona.

So if Republicans were wrong to count on these states in 2022, are Democrats justified in counting on them in 2024, when presumably conditions will return to whatever is considered “normal” in these turbulent days? Even if the White House backlash didn’t emerge as expected, it does seem that Republicans did better than they would have if they didn’t have a relatively unpopular President Biden to kick around. So at this very early point, and without knowing what external factors will develop in the next two years, it’s reasonable to argue that Democrats begin this presidential cycle ahead. After all, Arizona, Georgia, Michigan, Pennsylvania, and Wisconsin together have 71 electoral votes or, to put it another way, one electoral vote more than megastates Florida and Texas have together. Sounds pretty good, eh? Almost as good as the “Blue Wall” Democrats supposedly enjoyed in 2016 in states that hadn’t gone Republican in many years, like … Michigan and Pennsylvania, last red in 1988, and Wisconsin, last red in 1984.

Perhaps the Democratic Party is rebuilding an advantage in some of those states that were lost to Trump in 2016. But the situation is probably too fluid to make any neat assumptions. And there’s also a possibility that a big part of what happened in 2022 was simply voter inflexibility in a period of extreme partisan polarization and gridlock; we may not have the big swings between midterm and presidential votes we’ve grown accustomed to in the past. If so, that obviously helped Democrats in 2022, but might help Republicans just as much in 2024.

For all the disappointment they experienced in this year’s results, there were also some positive developments for the GOP. They continued to trend upward among non-white and especially Latino voters. If this latter trend continues, not only would the red hue of Florida and Texas intensify, but Republicans could gain a renewed advantage in Arizona and Nevada while becoming more competitive in New Mexico and Colorado (and eventually even California).

So let’s see what the 2020 and 2022 battleground states do in 2024 before shifting them into competitive or less-competitive groups and deciding either party is well on the way to an enduring majority.


November 13: Assessing Trump’s Midterm Culpability

I didn’t really trust either Trump or his Republican critics to give a fair accounting of his responsibility for Republican underachievement in the midterm elections, so I conducted a review of my own at New York:

A lot of Republicans are really mad at Donald Trump. They are unhappy that the big red midterm election wave they had been promised did not materialize, and a lot of the blame is being directed at him.

Some of this angst probably amounts to opportunistic potshots from Republicans who were looking for an excuse to undermine Trump’s position in the party and/or preferred other leaders (notably Florida governor Ron DeSantis, in whose state Republicans actually overperformed high expectations).

But some of the caviling is sincere. Instead of staying out of the news and letting voters forget he was the leader of the party that was hustling them to either vote Republican or stay home, Trump did two things that affected the elections. First, he pursued an extensive candidate-endorsement strategy in the primaries and in the general election that had a big impact on who represented the GOP in November and how they were perceived. Second, he constantly fanned the flames of grievances over the 2020 election in ways that encouraged candidates to become election-denying extremists, which was another distraction from the desired party message.

Trump’s endorsements are the main object of postelection finger-pointing. But some were clearly more important than others. Indeed, the majority of the ex-president’s 495 endorsements this cycle were for House GOP incumbents who were in no danger of losing; partly this was intended to pad his winning percentage but also to show he appreciated Republicans who didn’t cause him any trouble even if they weren’t shrieking MAGA bravos.

There were some House candidates closely identified with Trump who won contested primaries and subsequently lost winnable races or may lose when all the votes are in. These include Ohio’s J.R. Majewski, the man who “first caught the eye of then-President Donald Trump after going viral for painting his lawn into a massive ‘Trump 2020’ banner,” as the Toledo Blade explained; New Hampshire’s Karoline Leavitt, Trump’s former assistant press secretary; Washington State’s and Joe Kent, who with Trump’s backing purged pro-impeachment Republican incumbent Jaime Herrera Beutler and is now trailing Democrat Marie Gluesenkamp Pérez as results slowly come in. Perhaps the most conspicuous Trump misstep was his backing of Sarah Palin in a special election in Alaska, which she promptly lost to Mary Peltola, the first Democrat to represent the state in the U.S. House since 1973. Now Palin is trailing Peltola in the race for a full House term. Of course, she’s weighed down by baggage that predates Trump’s political career by a good while.

The newsiest Trump misfires involve U.S. Senate candidates who have apparently failed to flip that chamber. Let’s look at a few and assess Trump’s culpability.

Dr. Oz: A star born of Oprah, but a pol born of Trump.

While Mehmet Oz built the celebrity that he traded on in entering Pennsylvania politics from a TV career originally sponsored by Oprah Winfrey, there’s no question Oz’s surprise endorsement by Trump lifted him to the U.S. Senate nomination over his wealthy rival David McCormick, who unlike Oz was actually from Pennsylvania (though he left to make his fortune in Manhattan). He beat McCormick by an eyelash, and despite his anodyne political background, he ran a relatively MAGA-ish general-election campaign, ranging from his demagogic attacks on an allegedly pro-crime, pro-open-borders John Fetterman to his Trump-like cruelty in mocking his opponent’s struggle to overcome the effects of a mid-campaign stroke.

When Trump endorsed Oz, he said, “Women, in particular, are drawn to Dr. Oz for his advice and counsel. I have seen this many times over the years. They know him, believe in him, and trust him.” According to the exit polls, Fetterman trounced Oz among women by a 57-to-41 margin.

Trump fully owns this loser.

Herschel Walker: Trump’s friend and stooge but also a ruined hero.

To be clear, Herschel Walker may well be the junior U.S. senator from Georgia in January; he faces Democrat Raphael Warnock in a December 6 runoff after finishing (at this count) less than a point behind the incumbent. But since Walker ran nearly 5 points behind his ticket mate, Republican governor Brian Kemp, and failed to win the majority that every other statewide GOP nominee got in Georgia, he has clearly been a suboptimal candidate in a crucial contest.

Trump’s culpability here is real but not complete. He has been Walker’s patron for much of the brilliant ex-athlete’s adult life, signing him to his first professional-football contract in the early 1980s and later making him a compelling figure on Celebrity Apprentice. And Trump clearly talked him into leaving his Texas home to return to Georgia and run for the Senate; the ex-president announced Walker’s candidacy before the candidate did.

But in urging Walker upon Georgia Republicans, Trump was clearly pushing on an open door. Practically from the moment of Warnock’s election, Peach State Republicans began yearning for Walker as a unifying candidate in a party that might otherwise be torn apart in a divisive Senate primary. And when the state’s agriculture commissioner, Gary Black, ran against Walker and warned that the Heisman Trophy winner would soon be damaged goods after his background of questionable behavior toward women came out, most Republicans (including Mitch McConnell) dismissed these concerns and backed Walker to the hilt.

While Trump remains responsible for his friend and stooge’s candidacy, he probably didn’t know about the full extent of Walker’s baggage, particularly the allegations that, in the not-distant past, he repeatedly impregnated women outside of wedlock and on occasion urged (and even financed) their abortions. So the ex-president is only partially to blame if Walker fumbles this winnable Senate election.

Adam Laxalt: The golden boy adopted by Trump.

Adam Laxalt, the Republican U.S. Senate nominee in Nevada, lost to Democratic incumbent Catherine Cortez Masto. Some blame will be directed toward Trump since Laxalt has been a staunch MAGA supporter who actually ran the former president’s narrowly unsuccessful 2020 campaign in the state.

He was hardly unknown before Trump hit the scene, though. He’s the grandson of former Nevada governor and U.S. senator Paul Laxalt and the product of an affair between Laxalt’s daughter and Pete Domenici, the longtime Republican U.S. senator from New Mexico. He was elected attorney general of Nevada in 2014 before losing a gubernatorial bid in 2018. Trump is only partially responsible for Laxalt’s loss, like a stepdad dealing with a stepson’s misadventures.

Blake Masters: A child in joint custody.

Arizona’s Blake Masters lost his challenge to Democratic incumbent U.S. senator Mark Kelly. He ran several points behind the even Trumpier gubernatorial candidate Kari Lake. But while Lake has preternatural political talents that have led some to consider her a possible successor to Trump as MAGA chieftain, Masters is a strange dude who entered politics as a protégé and employee of rogue Silicon Valley mogul and proto-authoritarian Peter Thiel. Like his fellow Trump-Thiel joint-custody child J.D. Vance of Ohio, Masters received a crucially timed Trump endorsement during the primary season that elevated him over a crowded field of rivals who were battling for the MAGA vote.

Give Trump at least half the blame for Masters’ loss, which is probably as good an assessment as you will get of his overall responsibility for the Republican disappointments of 2022.


November 11: Abortion Rights Keep Winning at the Ballot Box

There’s not much question that the backlash to the Supreme Court’s Dobbs decision helped Democrats over-perform expectations in the 2022 midterms. But the pro-choice cause won direct victories on ballots as well, as I noted at New York:

In November 8’s midterm election, voters in Kentucky defeated a ballot measure that aimed to eliminate abortion rights from the state constitution. And voters in Michigan, Vermont, and California have amended their state constitutions to explicitly acknowledge abortion rights. The door to state abortion bans opened by the U.S. Supreme Court earlier this year when it reversed Roe v. Wade is being closed by voters whenever they have the opportunity to weigh in on the matter.

In the days after the Supreme Court’s Dobbs decision turning abortion policy over to the states, Republican politicians and other opponents of legalized abortion looked with bad intent at places where courts had identified a state constitutional right to choose independent of Roe. They immediately found two red states, Kansas and Kentucky, where it was relatively easy to get a compliant, GOP-controlled legislature to put a constitutional amendment on the 2022 ballot (the primary ballot in Kansas and the general-election ballot in Kentucky). The thinking was that in states where the electorate would lean even more conservative than usual due to a midterm Republican wave, it would be a snap to get “liberal” courts out of the way and give legislators the power to enact draconian anti-abortion laws.

This assumption was upended on August 2 when Kansas voters defeated the “Value Them Both” constitutional amendment, which would have ended state constitutional abortion rights, by a 59-41 margin. It was a stunning result in a state that Donald Trump had carried by a 56-42 margin in 2020, and it soon became apparent that a sizable minority of pro-choice Republican voters bucked their party leaders and elected officials by voting “no.”

By then, Democratic legislators in California and Vermont had already arranged for their own states to vote on constitutional amendments enshrining abortion rights. And after the Kansas vote, pro-choice advocates in Michigan secured enough petitions on a citizen-led abortion-rights initiative to get it on that state’s November ballot.

Kentucky’s “no right to abortion” initiative was losing by six points with 88 percent of the votes in, showing once again that some Republican voters remain pro-choice even if their politicians (e.g., Kentucky’s Rand Paul, who was easily reelected this year) are soldiers in the war on legalized abortion. Abortions are still largely illegal in the state by legislative statute, but at least the ban will not be made permanent via a proposed constitutional amendment. Michigan’s reproductive-rights constitutional amendment (Proposal 3) was approved by a double-digit margin. California’s very extensive abortion-rights constitutional amendment, Proposition 1, is being approved by nearly a two-to-one margin. And Vermont’s parallel Proposition 5 (guaranteeing a right to “reproductive freedom”) is winning by more than a three-to-one margin.

There was a much, much narrower ballot initiative at play in Montana, passed by the legislature long before Dobbs came down, requiring medical interventions to treat “born alive” survivors of botched abortions. It too is currently losing by a six-point margin. So there could be a pro-choice clean sweep at the polls. Reproductive-rights advocates and their Democratic allies are already planning additional ballot initiatives for 2024.


November 4: Trump’s 2024 Announcement Could Wrong-Foot Republicans

Today some unsurprising but still significant political news came over the transom, so I wrote it up at New York:

A loudly barking dog that has quieted down as the midterm elections approach their omega point is the de facto head of the Republican Party — Donald Trump. While he was ubiquitous during primary season, when he was emblazoning a host of candidates with his brand, he appears to have heard the whispered pleas or silent prayers of Republicans that he keep a lower profile so that the midterms could be a straight referendum on Joe Biden and his (allegedly) socialist Democrats. Yes, he’s doing last-minute rallies for favored candidates in Ohio and Pennsylvania and dubious events in the early presidential states of Florida and Iowa. But for a world-class narcissist like the 45th president, this level of activity is almost restrained — if not at all selfless.

It appears that this will change very soon, per a report from Axios:

“Former President Trump’s inner circle is discussing announcing the launch of a 2024 presidential campaign on Nov. 14 — with the official announcement possibly followed by a multi-day series of political events, according to three sources familiar with the sensitive discussions.

“Look for Trump to take credit for Republican victories across the board — including those he propelled with his endorsements, and even those he had nothing to do with.”

Before you mark November 14 on your calendars as a day to spend in a decompression chamber and far from Twitter, it should be noted that there were similar reports in the summer that Trump ’24 would launch any day. But it’s not like there’s any remaining doubt that he’s running. And a relatively early launch would not only allow Trump to come out bragging but could force potential rivals to bend a knee — before their own presidential ambitions tempt them to take the enormous risk of challenging the dark lord of Mar-a-Lago.

However, for Republicans (if not for Trump) there are potential disadvantages to a precipitous 2024 campaign kickoff.

There is a chance that control of the U.S. Senate will come down to a December 6 general-election runoff between Herschel Walker and incumbent Democrat Raphael Warnock. As any Georgia Republican will privately tell you, Trump personally ruined the January 2021 runoff contests of David Perdue and Kelly Loeffler by coming to the state and talking about himself and Georgia’s rigged election system, which did not inspire enthusiasm to vote among Republicans. It seems unlikely that he would stay away from the runoff campaign of his buddy Herschel, but with Trump as a newly reminted presidential candidate, that might not be good for Walker, who needs to hang on to and mobilize every single Trump-skeptic Republican in the state.

Another moment for Republicans a Trump announcement might ruin is Joe Biden’s 80th birthday on November 20. If, as is widely expected, Democrats suffer serious losses on Election Day, there will be immediate talk about the need for replacing today’s party gerontocracy in Washington with fresh leadership. But the real-life prospect of a Trump comeback could do wonders in reminding everyone that Old Man Biden defeated his predecessor and may still be the only candidate who can do that in 2024. More generally, there’s nothing quite like hearing the Big Bad Wolf howling outside the door to instill a desire for unity among all the little piggies who fear being gobbled up politically just two years down the road.


November 3: The Truth About Swing Voters

 

I know at this point of every election cycle, political people are supposed to feel reverently towards swing voters. But sometimes you just have to tell the truth, so I did at New York:

If you’ve been following the midterms, you know there are a lot of close Senate, House, and gubernatorial races. The irony is that if you are tuned in to what’s happening, the odds are low that you are among the small group of voters who will determine the results next week. Call them “swing voters,” “persuadable voters,” or simply “undecided” or “late-deciding voters,” the people with the most power to shape American government for the next two years are typically underinformed about, if not thoroughly alienated from, government and the political system. And as Lee Drutman and Charlotte Hill explain in a New York Times essay, “swing voters” are often far from being the thoughtful moderates that the conventional wisdom imagines:

“If we consider only voting behavior, the number of ‘floating voters’ — those who have voted for presidential candidates from both major parties at some point in the last four elections — dropped to 5.2 percent in 2012 (down from an average of 12 percent from 1952 to 1980). In 2022, new polling suggests swing voters could make up as little as 3 percent of the electorate …

“Swing voters hold an idiosyncratic mix of priorities and values that scramble the common liberal-conservative divide. Some are economically liberal and socially conservative, while others, albeit relatively few, are the reverse. Many are holdouts from another political era: conservative Democrats or liberal Republicans who no longer feel at home in their party but who haven’t (yet) formally switched to the other side.

“But this is not to say that swing voters are moderates. Undecideds are just as likely as partisans to hold a mix of extreme and mainstream positions. The only difference is that these positions do not neatly align with those of one party.”

They’re not typically moderate or milquetoasty in their attitudes, either, They’re often angry, yet disengaged.

“[If] a shared outlook binds swing voters, it mostly seems to be generalized disdain for both major parties and a kind of anti-system, anti-partisan outlook. This only perpetuates their disengagement. It also leads to more candidates running against Washington, which further undermines trust in government.”

In fact, this disdain for politicians means that negative campaigning, featuring character attacks on opponents as corrupt charlatans, falls on fallow ground in swing-voter-land. These voters often assume the worst of politicians, so they accept this “information” even if it’s being spewed by ad agencies hired by other politicians. And all the nastiness only adds to this group’s civic estrangement.

This year, there is a small subgroup of swing voters in what CNN’s Ron Brownstein calls the “‘double negative election,’ in which most voters are expressing doubts about each party,” as reflected in low job-approval ratings for President Biden alongside low favorability ratings for Republican candidates:

“[R]ecent CNN polls in several key Senate races show that a large, and potentially decisive, slice of voters both disapprove of Biden’s performance and view the GOP nominee unfavorably: 9 percent in Wisconsin, 11 percent in Nevada, 13 percent in Pennsylvania, and 15 percent in Arizona, according to detailed results provided by the CNN polling unit.

“’The real question comes down to that group of independents in the middle, and who votes at the end,’ says Paul Maslin, a long-time Democratic pollster. ‘Is it people saying, “I hate inflation, crime is wrecking this big city I live in,” or people saying, “I’m sorry, but Herschel Walker is a clown, Mehmet Oz is a clown … Blake Masters is a joke,” and they go back to [the Democrats]? I don’t know. I honestly don’t know.’”

Of course, it’s easier for politicians to expand on these voters’ negative feelings about their opponents rather than convincing them their party isn’t so bad. So you wind up with the chimera of a political system dominated by partisans who hold diametrically opposed views on a whole range of economic and cultural issues being controlled by swing voters who dislike them all. Indeed, as Drutman and Hill point out, some swing voters prefer divided government because they don’t trust anyone to govern, leading to tactical voting aimed at perpetuating gridlock as an alternative to the kind of clear governing agenda needed to meet big challenges. And so the cycle of frustration, alienation, and poorly performing government goes on down the road to perdition.

Drutman and Hill make a compelling case for changing our system of electing legislators to one of proportional representation wherein swing voters lose most of their decisive power and those frustrated with the political system can find outlets in viable minor parties rather than paralyzing government altogether. Maybe that will happen someday.

For now, however, it is extremely likely that Democrats will lose their rare governing trifecta next week mostly due to swing voters who’ve decided their unhappiness with the status quo outweighs their fears about Republican extremism. Two years from now, some of these same people may vote for an ex-president with such contempt for voters that he refuses to accept their judgment of his performance. The risk remains that low-information, low-trust swing voters may be the death of us as a functioning democracy.


October 27: Partisanship Will Limit Extent of Any Midterm Election Wave

It’s still unclear which way the winds are blowing going into the midterms. But if a GOP wave does develop, Republicans might want to curb their enthusiasm, as I explained at New York:

Republicans are generally upbeat about their midterm prospects while Democrats are fearful, if not necessarily pessimistic. Most of the major indicators of likely midterm performance (notably the generic congressional ballot and polling of a lot of battleground races) are turning steadily red, which is also what one would expect from all historical precedents involving the party of an unpopular president in sour economic times. GOP activists and spinmeisters are excitedly imagining that the wave in their favor will rise and rise and engulf all sorts of Democratic candidates thought to be safe.

They should curb their enthusiasm. There are some structural factors at play this year that limit the probable size of any big turnover in offices in either direction.

The first is what the professionals call “exposure,” which means the number of Democratic-held offices that are reasonably within the reach of any rival. High-exposure cycles are typically those that follow a landslide in the opposite direction, creating a lot of vulnerable incumbents next time around. For example, the 2010 wave that swept 63 House seats into the Republican column came right after two consecutive very good Democratic cycles (2006, in which Democrats gained 31 House seats and flipped control of the chamber, and 2008, when they added 21 more).

While Democrats do go into the midterms with a small House majority, their surprising losses in 2020 essentially took some vulnerable Democratic districts off the table this time around. In the last midterm, in 2018, the authoritative Cook Political Report listed 73 Republican-held House seats as being up for grabs in competitive races (toss-ups or leaning to one party or the other). Democrats ultimately netted 41 seats. In the 2022 cycle, Cook has just 44 Democratic House seats as being at risk in competitive races. The battleground just isn’t as large, so the losses will likely be smaller, even in a rout.

The efforts of both parties to protect their own House seats via control of the redistricting process also reduces exposure to big losses. In essence, both parties are trading the opportunity for big gains for a reduced risk of big losses. And since they are making decisions that will draw maps for an entire decade, they may not be all that opportunistic about short-term gains.

There’s a different calculation for U.S. Senate seats thanks to the eccentric patterns created by six-year terms, which means only one-third of the seats are up in any one election. And the 2022 Senate landscape has never been that promising for Republicans, with only 14 Democratic seats up, none of them in states carried by Donald Trump in either 2016 or 2020. Meanwhile, the GOP is defending 21 seats, two of them in states carried by Joe Biden in 2020 and six left open by retirements.

But there’s another factor as important as reduced exposure in placing something of a cap on Republican gains this year. It’s the sheer partisanship of an electorate that just isn’t as “persuadable” as it used to be and also doesn’t need much “enthusiasm” for its own candidates to become motivated to vote in order to smite a feared and hated enemy party. New York Times columnist Tom Edsall has assembled some political-science literature on this subject. He quotes UC San Diego’s Gary Jacobson on how partisanship modulates big electoral swings:

“Partisans of both parties report extremely high levels of party loyalty in recent surveys, with more than 96 percent opting for their own party’s candidate. Most self-identified independents also lean toward one of the parties, and those who do are just as loyal as self-identified partisans. Party line voting has been increasing for several decades, reaching the 96 percent mark in 2020. This upward trend reflects a rise in negative partisanship — growing dislike for the other party — rather than increasing regard for the voter’s own side. Partisan antipathies keep the vast majority of Democrats and Democratic-leaning independents from voting for Republican candidates regardless of their opinions of Biden and the economy.”

This helps explain the persistent gap between the president’s underwater job-approval ratings and Democratic voting preferences (which we also saw on the other side of the partisan barricades in 2020). But it also helps explain positive assessments of Joe Biden from the vast majority of self-identified Democrats who do think he’s doing a good job, Edsall notes:

“As partisanship intensifies, voters are less likely to punish incumbents of the same party for failures to improve standards of living or to live up to other campaign promises.

“Yphtach Lelkes, a professor of communication and a co-director of the polarization lab at the University of Pennsylvania, wrote by email that ‘people (particularly partisans) are far less likely to, for instance, rely on retrospective voting — that is, they won’t throw the bums out for poor economic conditions or problematic policies.’”

“In the early 1970s, Lelkes wrote, ‘partisanship explained less than 30 percent of the variance in vote choice. Today, partisanship explains more than 70 percent of the variance in vote choice.’”

A wild card is whether either of the two parties gains or loses significant support from whole demographic groups. Republicans are still boasting about the modest but significant gains they made among Latinos in 2020, and Democrats are counting on detaching Republican women offended by the Supreme Court decision abolishing constitutionally protected abortion rights.

But another possibility is that abrupt swings in partisan performance may simply not occur in the immediate future as often as they did in the recent past. If polls continue to redden, then Democrats may profoundly hope this is the case.


October 26: Six Important Things We Don’t Know About the Midterms

Since I write a lot about things I think I know about politics, it’s good occasionally to write about the “known unknowns,” so I did so at New York.

There are some things we don’t quite know just yet that could wind up being as important as what we know (or at least think we know). Here are a few political suspense stories whose endings might shock or comfort us when it’s all said and done.

Early-Voting Patterns

By my rough calculation, early voting is underway in 31 states. Though polls can sometimes give a sense of how voting by mail is proceeding (along with harder data on mail-ballot requests and returns), the numbers you always here about shortly before any election involve in-person early voting, which is a bigger deal in some parts of the country (notably the South) than in others.

Sometimes the chatter is about overall early-voting levels as a sign of high or low overall turnout levels, as in a CNN report earlier this week:

“Three weeks from Election Day, nearly 2.5 million Americans have already cast their ballots in the midterm elections, according to data from election officials, Edison Research and Catalist. In 30 states where Catalist has data for 2018 and 2022, pre-election voting is on par with this point four years ago — which was the highest turnout for a midterm election in decades.”

In states with party registration, it’s often possible to discern which party’s voters are turning out early. And even without such data, some southern states collect racial data on early voters as part of a Voting Rights Act reporting requirement (one of the few features of the VRA still in place).

There’s been some excitement this week about very high initial early-voting numbers in Georgia, a state with highly competitive Senate and gubernatorial races. The data also show an especially high percentage of that vote has been cast by Black voters (39 percent, whereas Black voters only make up 29 percent of registered voters in the state).

Is that good news for Democrats, who really need high youth and minority turnout to over-perform expectations this year? Maybe, but we don’t know, as Sean Trende pointed out two years ago when there was even more excitement about early-voting numbers:

“Unless you somehow know what is going to happen on Election Day, this argument is useless. To take an extreme example: Democrats could turn out every one of their voters early, and Republicans could still win the election by turning out more on Election Day.

“Obviously, that isn’t going to happen. But we exist somewhere along that spectrum. Most, if not the overwhelming majority, of these early voters are people who would otherwise vote on Election Day. The fact that they decide to cast ballots early just isn’t all that interesting.

“We don’t know in these states what share of Republicans, Democrats, or independents are voting for Republicans or Democrats, and we don’t know how many voters for any party are going to end up voting on [Election Day]. This is all speculation dressed up as news.”

Understanding early voting in this particular cycle is additionally difficult because we don’t know if the early-voting habits many Democrats cultivated during the COVID-19 pandemic will stick, and how many Republicans are still averse to anything other than Election Day voting after Trump told them that’s what they should do in 2020. So it’s best to wait and see.

Potential Polling Errors

There was a lot of anxiety over polling errors in the 2016 and 2020 presidential elections, mostly involving under-sampling of non-college-educated white voters, which in turn led to underestimation of Trump’s vote. That could mean polls may be similarly off-kilter in the same direction again (even though most pollsters have tried to adjust methodologies to reduce under-sampling). But on the other hand, polls in the last midterm election were quite accurate. Then, as now, Donald Trump is not on the ballot anywhere. So what’s the appropriate precedent?

We probably won’t know that until the results are in. But there are some signs that polls with reputations of being more or less favorable to the two parties are beginning to converge as this particular election approaches. In Pennsylvania’s Senate race, for example, six of the last seven public polls, from a variety of outlets, showed John Fetterman two to four points ahead of Mehmet Oz. Similarly, in Nevada’s Senate race, the last ten polls have shown at most a five-point variation in a race narrowly favoring Republican Adam Laxalt. And in Arizona’s tense gubernatorial race, there’s only a four-point variation in nine polls dating back to mid-September, with most showing Republican Kari Lake with a slight advantage. If either candidate won narrowly in any of these races, no pollster is going to be completely humiliated, and there probably won’t be much discussion of polling errors.

That could all change, of course, before Election Day, and polls showing dramatic last-minute trends in key races will be hyped to the stratosphere by the campaigns and parties that appear to benefit. Until then the best bet remains looking at polling averages and not at individual polls. There’s enough confusion now over “best practices” in polling methodology that cherry-picking “better” pollsters is perilous.

Youth Turnout

Back as recently as 2014, you could confidently predict that any party depending on young voters was in trouble during midterm elections, because The Kidz did not vote much in non-presidential elections, for a variety of reasons mostly having to do with personal mobility and complicated lives and work schedules. But something remarkable happened in 2018: Youth turnout more than doubled. Combined with high voting preferences for Democratic candidates, this youth-turnout boom helped Democrats win back the U.S. House and win some key governorships that year. Youth turnout remained high and solidly Democratic in the presidential year of 2020, too.

If the large and diverse millennial and Gen-Z cohorts show up similarly on November 8, they could save a lot of Democratic bacon. Objective indicators of youth engagement with voting this year are high. But there’s significant disgruntlement with Joe Biden among young voters, who are also very much cross-pressured by economic concerns they feel acutely, and a liberalism on cultural issues like abortion on which they feel strongly.

Even fairly small variations in youth turnout and voting preferences could be crucial in close races. And young voters obviously aren’t the only demographic category that should be watched closely. Republicans are counting on maintaining and if possible increasing the inroads they made in 2020 among Latino and certain Black voters.

Contested Elections

Given the extraordinary number of Republican candidates this year who have bought into Donald Trump’s stolen-election fables from 2020, there are obviously reasons to fear that some of these election-deniers may deny their own defeats and cast the results in doubt. A survey by the Washington Post identified 12 Republican candidates in high-profile statewide races who would not affirm they would accept the results, win or lose. So barring a GOP sweep, we can expect some contested elections in the courts, in the court of public opinion, or unfortunately even in the streets.

Democrats might have some issues of their own given the wave of restrictive voting laws Republicans have enacted in many states, along with the voter intimidation efforts of MAGA “poll watchers” that will appear across the country.

With control of the the U.S. House and Senate, and many key state positions at stake this year, you can expect post-election contests over close elections to become larger and more divisive than ever. With one of our two major parties more or less completely subscribing to doubts about “election integrity,” it’s only going to get worse.

The Wave Factor

Some of the talk about “waves” and “winds” and “breezes” in this election represents a meteorological metaphor for perceived momentum and predictions of the results. But as Amy Walter recently pointed out, there is a tendency in most elections for close contest to break in one direction or the other:

“[S]ome of the races that many are expecting to go in different directions — like Pennsylvania toward Democrats and Nevada toward Republicans — may not turn out to be the case. Instead, we shouldn’t be surprised to see Pennsylvania not as an outlier but part of a trend. For example, if Republicans are winning Pennsylvania on Election Night, we should expect to see the lion’s share of those other Toss Up seats go that way. A Democratic win in Pennsylvania would suggest that Democrats are going to win a disproportionate share of the closest contests and hold onto the majority.”

“Waves” are more predictable in House races where national trends frequently dwarf whatever individual candidates are doing. But we’ve seen Senate waves too: Democrats won eight of ten toss-up Senate elections (using the Cook Political Report’s authoritative ratings) in the otherwise very close 2012 cycle. Republicans won eight of nine toss-up Senate races in 2014. And I’m old enough to remember the elections of 1980, when Republicans netted 12 Senate seats — winning virtually every competitive race — and took control of the upper chamber for the first time since the Eisenhower administration.

Late trends can move a lot of elections, in other words, particularly at a time when partisan polarization has made all elections more or less national.

Another Overtime in Georgia

Lastly, one other imponderable is the possibility that Senate control could come down for the second cycle in a row to a post-November runoff in Georgia. That state eccentrically requires majorities for general-election victories, and the Raphael Warnock–Herschel Walker Senate race looks close enough to make the expected 3 to 4 percent minor-party vote an off-ramp to a December 6 runoff. The two combatants might even be joined by bitter gubernatorial rivals Stacey Abrams and Brian Kemp. It could be lit.

Don’t get too easy in your pre-election — or post-election — EZ chair.


October 21: January 6 Ought to Be a Campaign Issue

In all the talk about the issue landscape for 2022, there’s a glaring anomaly, which I wrote about at New York:

The astonishing endgame of the 2020 presidential election happened less than two years ago. After news outlets from the AP to Fox News, plus 50 state governments, certified Joe Biden’s victory, Donald Trump made an unprecedented attempt to overturn the results and stay in power. This culminated in a day of violence when Trump’s supporters broke into the U.S. Capitol in an effort to stop the final confirmation of the election by Congress. In case anyone managed to forget these shocking events, the House select committee on January 6 has held an impressively produced series of made-for-TV hearings in recent months detailing the postelection coup attempt.

So what has been the ultimate effect of all this high-visibility evidence of a rogue president gone insurrectionist? Well, the number of Republicans who agree with Trump’s “stolen election” fable has almost certainly gone up rather than down. The 45th president remains the leader of his party by any reasonable definition and is unquestionably the front-runner for the GOP’s 2024 presidential nomination if, as expected, he chooses to run. He actually leads Biden in averages of 2024 trial heats.

And the best efforts of the House select committee have failed to make the events of January 6 a significant campaign issue in the 2022 midterms. You can, if you wish, blame some of that on Democratic campaign wizards, as Politico recently noted:

“Overall, less than 2 percent of all broadcast TV spending in House races has gone toward Jan. 6 ads, according to ad-tracking firm AdImpact — or just $2.7 million of $163 million. Taken in total, Democrats have aired just two dozen spots focused on threats to democracy this cycle, in roughly 16 different battleground districts.”

But some unusually deep polling by the New York Times and Siena College about whether voters care about “threats to democracy,” and how they understand that term, might justify Democrats’ focus on other issues.

That recent survey asked an open-ended question about the “most important issue facing the country today.” Just 7 percent cited “the state of democracy.” That’s nothing compared with the 26 percent who offered “the economy” or the 19 percent who volunteered “inflation or the cost of living.” But concerns about democracy did top “abortion,” which was cited by 4 percent, and “crime,” which was called a top issue by 3 percent. Moreover, the pollsters later asked whether American democracy is “currently under threat,” and 71 percent said yes. That’s a big deal, right?

Maybe not. It’s when the pollsters dig into what people mean by “threats to democracy” that any focus on January 6 gets lost. Far and away the most popular complaint was about politicians and government generally being “corrupt.” Nate Cohn tried to explain the responses:

“When respondents were asked to volunteer one or two words to summarize the current threat to democracy, government corruption was brought up most often — more than Mr. Trump and Republicans combined.

“… One said, ‘I don’t think they are honestly thinking about the people.’ Another said politicians ‘forget about normal people.’ Corruption, greed, power and money were familiar themes.”

This sure sounds a lot closer to MAGA folk calling Washington a “swamp” than it does to members of Congress expressing shock at the desecration of “the temple of democracy” on January 6.

Voters perceiving a “threat to democracy” are nearly as likely to view Biden as a “major threat” (38 percent) as Trump (45 percent). Forty-nine percent call “electronic voting machines” a major or minor threat (as opposed to no threat at all), and 54 percent feel the same way about voting by mail. The claim with the strongest bipartisan support is that “mainstream media” are a threat to democracy: 84 percent of respondents, including 83 percent of self-identified independents, consider the media a major or minor threat to democracy.

Democracy itself is broadly perceived as so broken that Trump’s deliberate effort to break it by an act of insurrection is being accepted by an alarming percentage of the population as just another warning light. They see it as no more significant than ineffective anti-inflation policies rather than as a unique threat to our system of self-government that must be condemned, punished, and prevented from ever happening again. If Trump’s Republican Party makes the gains so many expect in November, it will be a green light for authoritarianism in the future, even if Trump himself exits the political scene and gives way to another demagogue.


October 20: Democrats Should Expose GOP’s Bad Ideas for Fighting Inflation

Inflation, inflation, inflation. It’s practically all we hear about from Republicans on the campaign trail, but Democrats need to point out the GOP’s ant-inflation strategies won’t make voters happy, as I noted at New York:

It’s now pretty clear that if current trends showing Republicans locking down control of the House and making gains in Senate races continue through Election Day, it will mostly be because of increasingly concentrated public concern about the economy and particularly inflation.

It’s not exactly news that sharp increases in the cost of living are deadly to governing political parties. Indeed, current international polling shows that parties unlucky enough to be in control of governments right now — whether they’re on the left, right, or center — are suffering major losses of popularity, as John Halpin of the Center for American Progress wrote at the Liberal Patriot website:

“As recent Global Progress/YouGov data from 11 leading democratic countries shows, inflation is a political wrecking ball for incumbent governments. Although citizens don’t have a consistent idea of what should be done about inflation — and many opposition parties have no clear alternative policy ideas on the matter — most voters don’t like the situation and are apt to punish sitting parties for rising costs regardless of their actions.

“Respondents in the survey were given three options about inflation and asked which one best reflects their own view. Across all 11 countries, 62 percent of citizens say they lack confidence in their own government’s ability to get inflation under control. In contrast, one-tenth of global citizens believe not much can be done on inflation and about another fifth say they have confidence in their government on inflation. ”

That’s part of the reason why Republicans in the United States are licking their chops in anticipation of Election Day. But you have to wonder how the voters inclined to reward the GOP with power thanks to inflation fears would actually feel about Republican policies aimed at fighting inflation.

As Halpin notes, it’s clear in virtually all the advanced societies battling inflation that voters do not support what used to be called “austerity” measures, like cutting public spending benefitting low-to-moderate income people, raising interest rates, or raising broad-based tax rates:

“[L]arge majorities of citizens across all 11 countries say they would oppose their own government taking action to reduce consumer prices if it means that ‘rent and mortgage payments increase’; ‘taxes paid by people like you increase’; or that ‘unemployment increases.’ The only consequence that global citizens are willing to stomach to reduce inflation is ‘rich people pay more taxes’ — an idea backed by two-thirds of people across the 11 countries.”

This does not augur well for how Republican anti-inflation plans will be received in this country. As CNN reports, far and away the most common GOP anti-inflation talking point is that “runaway Democrat spending” is responsible for today’s price hikes, and “cutting wasteful spending” is the way to rein it in:

“In mid-July, Minority Leader Rep. Kevin McCarthy tweeted, ‘Inflation is running rampant due in part to out-of-control spending from President Biden and Speaker Pelosi.”

“About two weeks later, the chair of the House Republican Conference, Rep. Elise Stefanik, went a step further in blaming Democrats, saying in a press conference that ‘inflation is skyrocketing because of Democrats reckless and wasteful spending’ and ‘this rampant inflation is a result of Democrats reckless tax and spend policies.’

“Later that day, in an interview with Newsmax, Republican Sen. Ted Cruz suggested Republicans should not support Democrat-led initiatives that call for more spending and cited Biden’s several trillion dollar proposed budget, claiming ‘when it comes to spending, spending trillions is what is driving inflation.'”

Nobody, of course, likes “wasteful spending.” But the problem Republicans will eventually run into is that the “Democrat policies” most associated with stimulating (and possibly overstimulating) consumer demand and thus reigniting inflation have been wildly popular. The direct “stimulus” payments that were supported by both parties in 2020 and continued by Democrats in 2021 are a case in point: According to Data for Progress polling in March of 2021, Americans supported the final “stimulus checks” by a 78-16 margin; supported increased funding for state and local governments by a 76-17 margin; and supported increased family tax credits by a 68-21 margin.

But more problematic for Republicans is that their anti-spending plans invariably wind up threatening programs that are even more popular than stimulus checks: Social Security, Medicare, and Medicaid. Part of Donald Trump’s appeal was that he was the first major Republican politician in a long while who did not talk about “entitlement reform” (though the health-care plan he unsuccessfully promoted to replace Obamacare did indeed hammer Medicaid). But the itch to mess with the New Deal and Great Society legacy programs never goes away in the Republican Party. And as my colleague Jonathan Chait points out, House Republican leaders are already talking about using a mandatory debt-limit vote to extort “entitlement reform” from Joe Biden and congressional Democrats:

“Republicans are committed to scaling back the safety net. But they realize this agenda is toxically unpopular — even less popular than defunding the police, a policy Democrats have repudiated en masse.

“They could try to accomplish this through compromise — the previous two Democratic presidents showed some willingness to trade social-spending cuts for higher taxes on the rich. But higher taxes on the rich are completely verboten in the GOP. And so their strategy is to force Democratic presidents to sign spending cuts into law against their will.”

Other than attacking “wasteful” — and popular — spending, what else might Republicans propose to fight inflation? As Chait noted, the most popular solution here and globally — paying for relief for regular folks by taxing the rich — is off the table until the end of time. Maybe they can have some success with expanding fossil-fuel production to reduce transportation and heating/air-conditioning prices, at the expense of the global climate. But the most effective yet politically dangerous weapon in their arsenal is to lead cheers for the interest-rate hikes that the Fed is already in the process of aggressively implementing.

The GOP’s taste for tight-credit policies is one of its dirty little secrets, dating all the way back to the 19th-century days when “hard money” defined its economic worldview. It is for many conservatives a fundamentally moral issue, fed by disdain for interest rates that let those people borrow money and live beyond their means (the fundamental complaint in the Rick Santelli rant that touched off the tea-party movement). But even on pure economic-policy grounds, Republicans have regularly groused about the Fed loosening credit to battle or head off unemployment instead of monomaniacally making inflation-fighting its only goal. And occasionally they are plain about wanting high interest rates, as conservative columnist Henry Olsen called for in March of this year:

“Rapidly rising interest rates will increase the returns to saving, which will cause some people to stop spending. But that’s in the purview of the Federal Reserve, not Congress. Congressional Republicans should call loudly for rapid interest rate hikes and pledge to conduct oversight hearings of the Fed to monitor its activity.”

You won’t hear Republican candidates specifically praising higher mortgage and car-loan costs, but it’s the predictable product of an austerity strategy for fighting inflation, along with the serious risk of a recession that is already spooking investors.

To be clear, Republicans would have to be a lot more dangerously specific about their policies on inflation if Democrats challenged them to a highly visible debate instead of changing the subject to abortion or threats to democracy, important as those topics undoubtedly are. That’s what Democratic pollster Stan Greenberg has been arguing:

“Democrats cannot be the custodians of the status quo. This insight informs Greenberg’s advice to candidates about the all-important inflation issue. Instead of boasting about signs of progress or discussing macroeconomic statistics, Democrats should recognize that the living standards of wage earners have been deteriorating for years and focus on those who are grinding them down by both holding down wages and boosting prices: rich and powerful corporations.”

At the very least, a populist counterattack on the inflation issue could force Republicans to oppose anti-inflation measures that are actually popular and admit their reliance on policies that are politically toxic. But it’s getting late in the day for that when it comes to the 2022 midterms. Democrats should at least get ready to join the inflation debate in earnest before 2024, when control of the whole federal government will be at stake.