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The Democratic Strategist

Political Strategy for a Permanent Democratic Majority

Editor’s Corner

March 31: Trump’s Approval Rating Rise Mostly a Reversion to the Mean

After receiving a couple of inquiries from colleagues concerned about talk of Trump registering a dramatic rise in job approval ratings in a couple of major polls, I looked into it, and reported my conclusions at New York:

For many Republicans (and most definitely for Trump himself), every spike in any measurement of the president’s popularity is a sign that (a) Americans are getting used to him; or (b) Republican policies are making life so wonderful that people don’t care about this or that report of scandal or chaos in the White House, or (c) the anti-Trump enchantment woven by the fake-news media is wearing off. Conversely, Democrats tend to view drops in Trump approval as a sign that his party is toast in the upcoming midterms, while experiencing spikes as a sort of flashback to the evening of November 8, 2016.

There’s been a new buzz this week because two surveys absolutely guaranteed to get media attention — one from CNN and the other from the Associated Press — both showed the president’s job approval rating jumping seven points in the last month. Both, as it happens, had the same numbers both months: 35 percent in February and 42 percent in March. So once again, the speculation began: What might be lifting Trump’s popularity? Was it the economy or the tax bill? And was this the beginning of a rise that could stun the world this November, and then keep him in office through (yikes!) 2024?

In this and every other situation involving polls, it’s generally wise to look at averages rather than isolated polls, which are subject to all sorts of statistical “noise” and issues with samples, methodologies, and timing. Looking at the RealClearPolitics averages, on February 15, when the AP poll went into the field, Trump’s approval rating was 42.1 percent. On March 14 when the latest AP poll went into the field, the average rating was 41.0 percent, down just over a point. No “spike” for Trump there. Similarly, on February 20, when CNN began its polling for that month, Trump’s approval rating was at 41.9 percent. On March 22, when the latest polling began, it was at 41.6 percent. No Trump Bump there, either.

There has been, as you may know, a herky-jerky rise in Trump’s approval ratings since they bottomed out in December of last year, at a time when the tax bill he and Republicans were pushing was quite unpopular, and it looked like the GOP might finish the year with virtually no legislative accomplishments. You can get an exaggerated sense of the turnaround by looking at individual polls that showed Trump ready to be tarred and feathered in December and other individual polls that showed him well up into the mid-40s — damn near even to his disapproval rate — much more recently. But again, the averages aren’t so dramatic. His low point at RCP was 37.0 percent on December 12, and his high point, which he’s equaling right now, was 42.2 percent. That’s nice for him, but less exciting when you realize that his average approval rating was roughly the same in May and September of last year.

The more you stare at the numbers, the more it looks like Trump had a really bad month in December and now his popularity is reverting to the mean. That provides no particular reason to believe it’s going to keep drifting upward.

Some Republicans think — or hope — that growing confidence in Trump’s stewardship of the economy will continue to lift his overall approval ratings. But it’s unclear that’s the key variable. In the quite negative-for-Trump February AP poll his approval rating on the economy was 45 percent. In the much better March AP poll it was 47 percent. And it’s not exactly clear that the economic indicators for the near term are all that boffo anyway; a lot depends on how Trump’s trade war shakes out. In any event, the economy isn’t what’s exerting a drag on Trump’s popularity: it’s basically everything else, and everything else isn’t going away.

Another thing to keep in mind in a low-turnout midterm election year is that intensity of approval and disapproval matters more than in a high-turnout presidential year. In that wonderful March CNN survey, 28 percent of respondents approved strongly of Trump; 46 percent disapproved strongly. The pattern persisted among the most important subcategory of voters, self-identified independents (whom Trump carried in 2016): 24 percent of indies strongly approve of Trump, while 43 percent disapprove strongly. Noting that this adverse intensity ratio has persisted over time, CNN’s analysis concludes: “[T]he fluctuation in Trump’s ratings comes largely among those whose views on the President aren’t that deeply held.” And that’s not a good thing in terms of any positive popularity trend, particularly in a midterm year when the irresolute may simply refrain from voting.

Trump fans, of course, are ever-ready to remind us that the president wasn’t very popular when he won the presidency. That may bode well for his 2020 reelection prospects if he draws an opponent as unpopular as Hillary Clinton. But in midterms, poor presidential approval ratings invariably mean poor performance by the president’s party. The most important historical data point remains this: Presidents who go into the midterms with an approval rating under 50 percent have an average loss of 36 House seats. Democrats need 24 seats to take control. Trump and the GOP have a ways to go to become popular enough to minimize their losses.


March 30: The Second Amendment As We Know It Today Is Less Than a Decade Old

In the ongoing debate over the meaning of the Second Amendment, it is often forgotten that the NRA’s position on it was not endorsed by the courts until recently. I offered a quick refresher on that subject at New York:

In the minds of most gun enthusiasts, the idea that the Second Amendment was consciously designed by the Founders as a bedrock right to horde shooting irons, either for self-protection or to overthrow future “tyrants,” is beyond question. But as retired Supreme Court justice John Paul Stevens reminds us today, the personal right to bear arms as a premise of constitutional law is actually less than a decade old.

“For over 200 years after the adoption of the Second Amendment, it was uniformly understood as not placing any limit on either federal or state authority to enact gun control legislation. In 1939 the Supreme Court unanimously held that Congress could prohibit the possession of a sawed-off shotgun because that weapon had no reasonable relation to the preservation or efficiency of a ‘well regulated militia.'”

That precedent held until June of 2008, when by a 5–4 margin in the case of District of Columbia v. Heller the court finally recognized a right to civilian firearm ownership for self-protection.

Stevens wrote the main dissenting opinion in that case, which featured this argument:

“Neither the text of the Amendment nor the arguments advanced by its proponents evidenced the slightest interest in limiting any legislature’s authority to regulate private civilian uses of firearms. Specifically, there is no indication that the Framers of the Amendment intended to enshrine the common-law right of self-defense in the Constitution.”

It wasn’t until 2010, in the case of McDonald v. Chicago that another 5–4 Supreme Court majority determined that its novel interpretation of personal, civilian gun rights would be binding on the states via the 14th Amendment. Again Stevens wrote the principal dissent, arguing that even if there’s some personal right to bear arms outside the militia context, it’s hardly the sort of “liberty interest” that requires its imposition on the states.

This treatment of the subject is far, far away from the standard conservative treatment of the Second Amendment as the most fundamental right of them all, extending not just to the sawed-off shotguns Congress was regulating in 1939 to all sorts of military and quasi-military weapons.

Yes, Stevens was in the minority in those two landmark cases, but the point to keep in mind is that the arguments about the Second Amendment assumed as being self-evidently true by gun rights advocates these days are, from the point of view of constitutional law, fragile and recent. And even conservative jurists were dismayed by the gun lobby’s efforts to change constitutional law on this subject, as Stevens points out:

“During the years when Warren Burger was our chief justice, from 1969 to 1986, no judge, federal or state, as far as I am aware, expressed any doubt as to the limited coverage of that [Second] amendment. When organizations like the National Rifle Association disagreed with that position and began their campaign claiming that federal regulation of firearms curtailed Second Amendment rights, Chief Justice Burger publicly characterized the N.R.A. as perpetrating ‘one of the greatest pieces of fraud, I repeat the word fraud, on the American public by special interest groups that I have ever seen in my lifetime.'”

Stevens understands how much water has gone over that particular dam in the years since the Heller decision. And so he is now advocating a constitutional amendment to remove the Second Amendment altogether, as “a relic of the 18th century” that is enabling gun violence.

Constitutional amendments, of course, are all but impossible to enact these days, and the zeal, paranoia, and vast resources the gun lobby would bring to bear in opposition to any effort to remove the Second Amendment make that idea a total nonstarter. What’s less fanciful is the possibility that a Democratic president or two could make Supreme Court appointments leading to a partial or even total reversal of the not-so-well-established precedent of Heller.


March 23: R.I.P. Zell Miller, a Democrat Who Zig-Zagged in Good and Bad Directions

Today’s crowded news cycle included the death of former Georgia governor and senator Zell Miller. Because many people from outside his native state have a limited view of his career, which I observed from up close, I wrote an assessment for New York:

Most news consumers remember Zell Miller, if they remember him at all, for his abrasive attacks on John Kerry — the presidential nominee of the party to which Miller had belonged for his entire, long life — at the 2004 Republican National Convention. Older folk may remember his keynote address at the 1992 Democratic Convention that nominated his close friend Bill Clinton.

People in his home state of Georgia are probably aware of additional aspects of Miller’s career, including his many years in elected office (he was lieutenant governor from 1975 until 1991, and governor from 1991 to 1999, before an appointed stint in the Senate from 2000 until 2005). They also know about his legacy initiative, the much-praised and imitated lottery-supported HOPE Scholarship program, which made college affordable for many hundreds of thousands of young Georgians while boosting academic standards at the state’s public colleges and universities by getting talented kids to stay in-state.

The length of Miller’s time in the public spotlight, and the wildly varying directions it took him, have often been encapsulated by the nickname he acquired from critics early on: “Zig-Zag Zell.” And the taunt goes back a lot further than his bookend Democratic and Republican convention addresses. Early on Miller ran twice for Congress in his native North Georgia mountains as an opponent of civil-rights legislation (a posture for which he later apologized), and then served as chief of staff for the state’s infamous segregationist governor Lester Maddox. But by 1974, Miller had managed to reframe himself as a relatively progressive Democrat in running for lieutenant governor, and by 1980 was most definitely the “liberal” candidate challenging the old reformed segregationist Herman Talmadge (losing in a Democratic runoff).

Elected governor in 1990 by running to the left of former ambassador and Atlanta mayor Andrew Young and future governor Roy Barnes, Miller had a reasonably progressive record centered on HOPE and unprecedented appointments of women and minorities to executive and judicial offices. After his association with Clinton very nearly earned him defeat in 1994 (his Republican opponent ran hundreds of ads featuring Miller’s Democratic Convention speech, particularly the line, delivered in Zell’s mountain twang: “BILL CLINTON FEELS YORE PAIN”), he lost his zest for national Democratic politics. He was settling into multiple university teaching gigs and political retirement until he shocked most people he knew by accepting a Senate appointment when Paul Coverdell died in 2000.

No one was more shocked than I was, as his former (from 1992 through 1994) federal-state relations director, who had accompanied him to Washington often enough to understand his intense antipathy to the city and its culture. It surprised me less when he hated the Senate, and began lashing out at his Senate Democratic colleagues and the party to which he nominally owed allegiance. In 2003, he published a strange memoir (titled, for maximum book sales to conservatives, A National Party No More: The Conscience of a Conservative Democrat), which enveloped a proud account of his own progressive record in brief but quote-worthy attacks on Democrats. Soon afterwards, he completed his apostasy with his RNC speech embracing George W. Bush and savaging his former colleague John Kerry.

For a while there, Miller was like fellow arch-Appalachian Andrew Johnson reincarnated, turning on former friends and embracing former enemies with equal passion. It seemed there was no GOP candidate he wasn’t willing to support, the nadir probably being his establishment of a group called Democrats for Santorum, just as the right-wing senator was going down the tubes in the 2006 elections in Pennsylvania.

But in the last few years, as his health declined and he became more distant from politics, the fiery mountaineer seemed to mellow. He mended fences with old Democratic friends and advisers James Carville and Paul Begala (whom he first introduced to Bill Clinton). And in his last major political endorsement, in 2014, he supported Democrat Michelle Nunn’s Senate campaign.

You can think of that as a final “zig-zag,” or as a bit of a homecoming. I personally think it reflected a complicated and conflicted man who often regretted his own political impulses, and had more of a sense of humor about it all than most people realized.

I had some evidence for that suspicion. Back when it appeared, I wrote a review of A National Party No More that basically suggested Miller had lost his bearings after going to the Senate. The title was “Zell Bent.” A few months later a friend who had visited his Senate office brought me a handwritten note from my former boss (who was normally proper but not affectionate towards staff) that read: “Your review was fair and honest, and I remain your friend and admirer.” And he signed it “Zell Bent.”

He was one of a kind, and should be remembered for more than his zig-zags.


March 22: GOP Plans to Take Down Joe Manchin Could Founder on Ex-Con Mine Owner’s Campaign

In watching the ever-changing Senate landscape for this November, an unexpected development from West Virginia caught my eye. Here’s my explanation from New York:

Of all the “Trump Ten” Democratic senators from states carried by the president in 2016 who are facing reelection this November, West Virginia’s Joe Manchin is fighting the strongest MAGA tide. Trump won his highest percentage in the Mountain State, defeating Hillary Clinton by a 69/26 margin. Enthusiasm for the 45th president in West Virginia has not flagged; according to Gallup, his average job approval rating in the state during 2017 was 61 percent — again, the highest in the country.

So despite Manchin’s popularity in the state (his job approval ratio as of the end of 2017, according to Morning Consult, was 52/36), he attracted two A-list Republican opponents: U.S. Representative Evan Jenkins, who represents coal country’s Third Congressional District, and Attorney General Pat Morrisey. But as a May 8 primary approaches, it’s a third candidate who has all the momentum and is seriously worrying Republicans: former mine owner Dan Blankenship. A prominent figure in West Virginia economic and political life for years, Blankenship gained national notoriety during his prosecution by the Justice Department for his alleged role in a 2010 mine explosion in West Virginia that killed 29 workers. He was acquitted of the felony charges the Feds wanted, but was convicted on a misdemeanor charge of conspiring to violate federal mine safety standards, and served a year in a federal prison in California.

Now Blankenship has launched an unlikely Senate bid, which appears largely designed to reboot his brand. Thanks to his high name ID, his wealth, and his willingness to go after his GOP opponents, he’s soon become a formidable candidate, as Politico reports:

“Blankenship’s rise has been driven in part by his self-financed TV ads. Since launching his campaign in late November, Blankenship has spent over $1.1 million on roughly a dozen commercials, according to media buying totals, far surpassing his opponents. Morrisey has so far spent nothing on TV ads and Jenkins only about $38,000.

“Blankenship has used the ads to paint his rivals as insufficiently conservative, blasting Jenkins over his positions on Obamacare and climate change, and Morrisey on abortion. He’s positioned himself as an unshakable ally of President Donald Trump, who received 68 percent of the vote in the state.”

Jenkins is somewhat vulnerable as a former longtime Democratic state legislator who only became a Republican in 2013 when he decided to run for Congress. And Blankenship has gone after Morrisey for his law firm’s links to pharmaceutical companies, and his wife’s law firm’s representation of Planned Parenthood.

Objective public polls in this contest are hard to come by, but the consensus is that the race has become a close three-way fight. A new Morrisey-commissioned poll shows Jenkins dropping into third place behind Blankenship, who is right behind Morrisey.

A Manchin–Blankenship general election would be nasty and personal. The senator has said of the mine owner: “I believe Don has blood on his hands.” And Blankenship has charged that Manchin, who was governor at the time of the mine explosion, conspired with Barack Obama (not a popular figure in West Virginia) to send him to the hoosegow.

National Republicans understandably fear that this kind of grudge match would move a key Senate race away from the partisan and ideological issues where they have a big advantage in West Virginia. And even if Blankenship fades before May 8, he’s doing some damage to the other two candidates.

West Virginians seem split over Blankenship’s culpability in the death of the miners; their tendency to forgive him reflects the ancient dependence of the state on vanishing coal jobs and their defensiveness about federal efforts to regulate the industry. But if Blankenship makes it through the GOP primary, voters will have to come to grips with his decidedly mixed legacy.

And Joe Manchin would not be the only candidate with a bullseye on his back.


March 16: A Big Fat Elephant Loss in Pennsylvania

Late in the evening of the special election in PA-18 Tuesday night, before it was clear Democrat Conor Lamb had won, I offered some reflections at New York on how shocking it was that this race was even competitive.

While we don’t yet have a clear winner in this election, we do have a clear loser: the Republican Party. This was, as I argued some time ago, the “no-excuses” special election for the GOP. This congressional district is strongly Republican and strongly pro-Trump. Saccone wasn’t a perfect candidate, but he wasn’t a disaster like Roy Moore, either: He had enough outside money and enough get-out-the-vote help from the national party and conservative groups to counteract anything Lamb could throw at him. Plus, he had massive support from the president, his family, and his administration, in an iconic Trump Country district that almost perfectly typified the Rust Belt areas that decided the presidency. If Lamb wins, it will represent a historic disaster for the GOP. If Saccone wins, it will still send a stark warning sign to the majority party in the House as we head toward November.

Republican message-meister Frank Luntz put it plainly this evening:

Yes, this is a special election; some might imagine that in a regular election, such as the one in November, more Republican voters will show up. The problem with that hypothesis is that turnout today was at full midterm levels. There’s no reason to think turnout patterns in November will be more favorable for the GOP, particularly given the massive Trump administration attention that this district got during this contest.

Another Republican rationalization we have already heard from the Washington Examiner’s Salena Zito is that Conor Lamb is not a real Democrat (because he was nominated by a convention and didn’t have to win the votes of left-bent primary voters), and thus his performance does not show how real Democrats will do in November. But, by any standard, Saccone is a real Republican who ran more than ten points behind the normal GOP vote in Pennsylvania’s 18th district. And Lamb was lifted to parity with Saccone by the very same labor movement — battered and diminished as it is — that will be fighting for Democrats in swing districts all over the country. Dismiss labor, dismiss energized rank-and-file Democrats, and dismiss the ability of the Donkey Party to find suitable candidates like Lamb, and you’re well on the way to underestimating the likelihood of a Democratic wave in November.

Yes, a lot of things can change between now and then. But we are now seeing a regular pattern of Democratic over-performance in special elections — whether they ultimately win or lose — spanning the entire Trump administration so far. This election may just be another data point among many, but put them together and they unambiguously show big trouble for Trump and his party. To paraphrase Frank Sinatra, if they can’t make it there (in southwest Pennsylvania), they can’t make it anywhere. And it’s time they woke up and smelled the bitter coffee.

As of this writing, Saccone still hasn’t conceded, despite his cause looking hopeless. But it could be some time before his party recovers from this one.


March 9: California Here Trump Comes, With Bad Intent

As a transplanted Georgia Cracker who now lives in California, I am acutely aware of the low mutual esteem between the President of the United States and the citizens of the nation’s largest state. So his impending trip to California led me to explain it all at New York.

For a president who managed to spend $13.5 million on travel in one year, Donald Trump actually doesn’t get out that much. As the reigning expert on the subject explains, his travel is mostly limited and predictable. He mostly travels to his other homes:

“’He seems to be traveling a lot, but so much of it seems to be traveling to second homes,’ said Brendan Doherty, a political science professor at the U.S. Naval Academy who tracks presidential travel.”

If you expand the definition of “second homes” to hotels he owns, then that covers an awful lot of his travel:

“Except for foreign trips, Trump has spent only one night of his presidency at a hotel he didn’t own. Last August, he slept in Phoenix after a rally before leaving for Reno the next morning.”

While Trump has certainly had the means throughout his life to develop and indulge sophisticated travel tastes, his habits as president are more in keeping with the persona he’s developed as a salt-of-the-earth dude whose interests beyond work are limited to golf, rasslin’ matches, beauty pageants and the occasional white nationalist rally. As the expert Doherty put it: “He seems to like to go places where he’s already very popular or is likely to get a raucous welcome.”

These precedents are freshly relevant as Trump prepares for his first trip to California next week. It’s notable for a couple of reasons. First of all, this is the latest in a presidency that a POTUS has ventured into California since FDR. Back then, of course, presidential trips to the West Coast involved long train trips, not quick flights. And California was not what it is now: a demographic, economic, and political behemoth. From a political perspective alone, the state has 55 electoral votes, a big batch of competitive House districts, and a vast number of campaign donors that give it a reputation as a “political ATM.”

The state also has a reputation, however, as a bastion of the Resistance, and a place where Trump is profoundly unpopular. His trip does not seem well designed to change that perception:

“Sources familiar with Trump’s plans say he is expected to visit California to the US-Mexico border to look at border wall prototypes in the San Diego area.”

Trump critics in California are referring to the trip sardonically as a “border wall hallucination tour.” And hallucination or not, a border wall is not an idea Californians like: a survey last fall showed them disapproving of it by a 73/24 margin. So why is Trump rubbing their noses in it?

This seems to be part of an administration-wide effort to treat the nation’s largest state not as an object of loving persuasion but as a target, and as a demon-figure for the edification and excitement of people in Trump Country. Here’s how CNN sums it up:

“President Donald Trump and his administration have very much tied his political efforts to California by essentially declaring a policy war on the Golden State. On immigration, legalized marijuana, climate change and more, California is the chief policy foil of the White House.”

That strategy was underlined earlier this week when the attorney general of the United States chose to travel to Sacramento to shriek at state officials and the mayor of Oakland about California’s “sanctuary” policies that let local law-enforcement officials choose to limit cooperation with ICE.

Now the idea of California being the source of all evil is hardly novel in the annals of conservative agitprop, at least since the GOP lost its grip on the state in the 21st century. With the state’s economy booming and the state’s budget in balance, it’s not as easy as it used to be to claim the place is one big dystopia. But on the cultural front, there’s always an audience for those who claim California is a hellscape of hippies and sodomites and snooty Hollywood and Silicon Valley elites and illegal aliens, all plotting to destroy the American Dream.

It’s not entirely clear how California Republicans feel about their state becoming a comprehensive punching bag for their administration in Washington. Some represent constituencies that don’t like hippies or immigrants much more than Trump does. But all in all, it can’t be helpful for them that POTUS and his representatives only come to California to attack it.


March 8: Trump Takes Republicans Back to Their Protectionist Heritage

As the debate over the president’s decision to impose tariffs on steel and aluminum imports raged, I though it was important to give the subject a bit more historical perspective. So I did so at New York:

A lot of the pushback the president is getting on his decision to impose new tariffs on steel and aluminum imports suggests he is violating Republican economic policy orthodoxy. Here’s just one example from Russell Berman:

“The hastily arranged announcement horrified the veteran free-traders who lead the GOP in Congress: not only House Speaker Paul Ryan, but also the chairmen of the House and Senate committees with jurisdiction over trade, Kevin Brady of Texas and Orrin Hatch of Utah, respectively. Trump has rebuffed the efforts by Republican lawmakers and some of his own advisers to slow his drive for tariffs, and GOP leaders appear to lack either the will or the votes in Congress to block him legislatively.”

Yes, Republicans have recently been the party of free-traders, more or less. But as the paleoconservative Pat Buchanan reminds them, there’s an older tradition in the GOP to which Trump is entirely faithful:

“From Lincoln to William McKinley to Theodore Roosevelt, and from Warren Harding through Calvin Coolidge, the Republican Party erected the most awesome manufacturing machine the world had ever seen.

“And, as the party of high tariffs through those seven decades, the GOP was rewarded by becoming America’s Party.”

Buchanan is right. Certainly in the late 19th century the GOP was defined as the party of protectionism as much as it was identified with any other issue position. It was the great cause to which Benjamin Harrison devoted his career. William McKinley proudly put his name on the very high-tariff measure that Harrison signed into law. And McKinley’s successor Theodore Roosevelt once said: “Thank God I’m not a free-trader!” This was a policy tradition, moreover, that could be easily traced back to the GOP’s Whig ancestors and ultimately to Andrew Hamilton.

And Democrats were very much the party of free trade, at least from the days of Martin Van Buren. (Trump’s hero Jackson was not a free-trader in any systematic sense.) Tariffs were the key question separating the two parties in those close elections that capped the 19th century. But beyond that every single Democratic president since Van Buren has made lowering trade barriers a priority. That includes the last several Democrats in the White House; this is not an issue, like civil rights or economic regulation, where the two parties just exchanged positions in the 20th century, with “free trade” being a conservative position. FDR was perhaps the most rigorous free-trader ever, insisting on unilateral trade concessions to Western Europe after World War II. Going back further, the famous populist William Jennings Bryan was a big-time free-trader, too.

Republicans never completely stamped out their protectionist heritage, though market-based and internationalist trade policies became part of the anti-communist consensus after World War II. Recent GOP presidents from Nixon to George W. Bush found it necessary to impose the occasional retaliatory measure on imports affecting vulnerable and politically sensitive sectors like textiles and steel.

But when you listen to Trump talk about trade and tariffs, it’s clear that protectionism is at the center of his understanding of economic policy, not the periphery. I noticed this in June of 2016, when he had nailed down his party’s presidential nomination and was pulling no punches, going “high protectionist” in a speech in the ever-tariff-friendly state of Pennsylvania. Here’s a sample:

“Our politicians have aggressively pursued a policy of globalization — moving our jobs, our wealth, and our factories to Mexico and overseas. Globalization has made the financial elite who donate to politicians very wealthy. But it has left millions of our workers with nothing but poverty and heartache.

“When subsidized foreign steel is dumped into our markets, threatening our factories, the politicians do nothing.

“For years, they watched on the sidelines as our jobs vanished and our communities were plunged into depression-level unemployment. Many of these areas have still never recovered.”

This isn’t the language of a pol who just thinks trade negotiators haven’t been tough or smart enough. He objects to the very idea that economic globalization is or can be a good thing. So why wouldn’t he be perfectly happy with restricting trade?

The big question economically is whether Trump’s new tariffs, which aren’t a huge thing in themselves, have a spiraling effect on other country’s policies and on global investment markets. But the big question politically is whether Republican pols and opinion-leaders follow him down this path, as they have done on so many other matters.

Democrats have their own sorting-out to do on trade policy; “free trade” is now an unsavory term for most of them, and even Hillary Clinton abandoned Barack Obama’s trade agenda in 2016. But it’s important for them to understand the back-to-the-future trend in the GOP.


March 2: Looks Like Trump Imposed Tariffs To Make Himself Feel Better On a Bad Day

No matter how you feel about the tariffs on steel and aluminum imports that the president imposed this week, the way the decision was made and announced has to be concerning to everyone. I wrote about that at New York.

Taking the kind of action the president took this week in imposing tariffs on steel and aluminum imports is a perilous endeavor for multiple reasons. It may impose more economic damage on Americans than it prevents. It arguably violates world trading rules. It invites retaliation. It can be very destabilizing for markets and investors.

And if you happen to be a Republican president, imposing tariffs can upset much of your party’s free-market opinion leaders, business constituencies, and campaign donors.

While Trump’s action should not have surprised anyone who listened to him rant and rave on the campaign trail about Uncle Sucker getting kicked around by trading partners, it’s still unsettling how he made it. As Eric Levitz noted, it seems to have been an “impulsive action” that was made at a time when the elaborate advisory mechanisms set up to guide him on international economic issues were in chaos.

The more we learn about it, the picture gets even worse.

It’s important to understand that under the process laid out under the Trade Expansion Act of 1962, the domestic legal authority for these new tariffs, Trump had until April 11 to act on the Commerce Department’s recommendations on steel imports, and until April 19 to act on aluminum. He jumped the gun in a big way, trashing the usual procedures for explaining the action to the public, other countries, and various economic players. Why was that? According to NBC News, Trump was freaked out over other, entirely unrelated problems, and basically launched a trade war to make himself feel better. Seriously.

“On Wednesday evening, the president became “unglued,” in the words of one official familiar with the president’s state of mind.

“A trifecta of events had set him off in a way that two officials said they had not seen before: Hope Hicks’ testimony to lawmakers investigating Russia’s interference in the 2016 election, conduct by his embattled attorney general and the treatment of his son-in-law by his chief of staff.

“Trump, the two officials said, was angry and gunning for a fight, and he chose a trade war, spurred on by Commerce Secretary Wilbur Ross and Peter Navarro, the White House director for trade.”

This culminated in a seat-of-the-pants decision announced at a White House meeting that was advertised as a discussion:

“The Thursday morning meeting did not originally appear on the president’s public schedule. Shortly after it began, reporters were told that Ross had convened a ‘listening’ session at the White House with 15 executives from the steel and aluminum industry.

“Then, an hour later, in an another unexpected move, reporters were invited to the Cabinet room. Without warning, Trump announced on the spot that he was imposing new strict tariffs on imports.

“By Thursday afternoon, the U.S. stock market had fallen and Trump, surrounded by his senior advisers in the Oval Office, was said to be furious.”

And that’s the constant in this whole situation: The president is furious, and someone has to pay.


February 28: The GOP’s Especially Big Base/Swing Dilemma

Looking at recent polling trends and their relationship to political news, I had a thought that I explained in some detail at New York:

For a while there in January and early February, American politics revolved around phenomena other than the volcanic personality of our president: the effect of the December 2017 GOP tax cuts; positive economic news; the fate of Dreamers; an appropriations battle in which Trump was mostly on the sidelines. Coincidentally or not, both the president and his party had some of their sunniest polling numbers in a long time last month. Trump’s approval rating moved north of 40 percent and stayed there in most assessments, and the double-digit Democratic advantages in the generic congressional ballot that grew common in December were more than halved overall. One highly publicized poll from Morning Consult in early February had Republicans actually moving ahead.

But as Eric Levitz recently observed, the Democratic “polling panic” has now subsided, with the generic ballot numbers moving back toward the robust advantages for the Donkey Party we saw in December. And now it’s becoming clear Trump’s own approval ratings are following the same pattern: In FiveThirtyEight’s averages (which adjust the numbers for established partisan “leans” and also give slightly greater weight to more accurate pollsters), he’s back below 40 percent, where he spent most of 2017.

It’s possible these trends simply reflect a reversion to the mean after a short, atypical moment. But it may be less than coincidental that the end of that moment occurred during a period when Trump was very large if not necessarily in charge.

During the last three weeks, political news has been dominated by fresh evidence of turmoil in the White House (punctuated by the Porter scandal that represented a combo platter of incompetence and insensitivity about domestic violence), new developments in the Mueller investigation, and erratic Trump behavior on Twitter and elsewhere. A particularly dangerous juncture for Trump may have been the Presidents’ Day weekend when he went on an extended Twitter rampage, mostly about the FBI and the Mueller investigation, even as media focused on the Parkland massacre. The jury’s still out on the effect of the president’s personal involvement in the post-massacre debate on gun control, though his steadily increasing investment in the loopy idea of arming teachers doesn’t bode well for him.

If this theory is right, or even half right, we should expect some more short-term deterioration in the president’s approval ratings and the GOP’s standing in the generic ballot. More importantly, it underscores a persistent dilemma for the president’s team. Without question, Trump being Trump is important to the maintenance of maximum excitement within his electoral base, and that is an asset of great importance in relatively low-turnout midterm elections. But if Republicans need the simmering anti-liberal resentments of the MAGA crowd to remain at a near-boiling-point as November approaches, the presidential behavior that most reliably keeps the heat on also appears to repel voters who might be otherwise persuaded to stick with Trump’s party on policy grounds.

How to balance base mobilization and swing-voter persuasion is a perennial puzzle for any political party. But it’s especially complicated when the base glories in the very characteristics of a leader that actually frighten others. If Republicans become convinced that revving up the base is the only thing they care about in this midterm election cycle, they won’t have to do a whole lot to encourage Trump to go absolutely wild for weeks on end.


February 22: Partisan Gerrymandering Is Under Fire

After sorting through the various controversies over partisan gerrymandering, I wrote an analysis of how redistricting reform is changing for New York.

The recent decision of the Pennsylvania Supreme Court to overturn and redraw a congressional map it deemed an unconstitutional partisan gerrymander by the GOP-controlled legislature illustrates a big and important trend in efforts to provide fair redistricting, just before a new decennial cycle begins.

Public (and sometimes judicial) opinion has long been scandalized by the common practice of partisan gerrymandering (particularly when it comes to state legislators drawing their own districts). But until quite recently, the focus of redistricting reform was on who drew the maps and what they looked like to the untrained eye. It’s not surprising that the most prominent national redistricting reform initiative has long been legislation developed by former Tennessee congressman John Tanner (reintroduced regularly after his 2010 retirement by Tennessee colleagues).

The Tanner bill would require that redistricting decisions be made by independent commissions whose members are appointed by the legislatures with formal responsibility for drawing maps. It also requires that the commissions to respect wherever possible what are generally called “traditional redistricting principles” such as compact and contiguous districts. This latter guideline was meant to avoid the unsightly lashed-together districts that gave “gerrymandering” (identified with early 19th-century Massachusetts pol Elbridge Gerry, who was complicit in drawing a district that looked like a salamander) its very name.

Despite the perennial popularity in good government circles of Tanner-style redistricting reform, its limitations have also become obvious. Thirteen states currently deploy some kind of independent redistricting body with responsibility for redistricting (though six of them do not handle congressional maps). But to the extent that members are appointed by partisan pols, their “independence” is perpetually suspect.

It’s also increasingly clear that the finely grained data available to map-drawers, which they can manipulate via sophisticated software, has made “traditional redistricting principles” less effective in combating gerrymanders. The Pennsylvania case in the news right now provides a great illustration: After the state Supreme Court told the legislature to come up with a new congressional map that was less partisan and also less disruptive of traditional redistricting principles, the solons promptly came up with a map that looked a lot neater and nicer but was just as partisan as the original.

So the Pennsylvania court emulated a federal district court in Wisconsin in looking beyond the usual considerations and challenging partisan gerrymanders not for how they were devised but for their partisan impact. And like that Wisconsin federal court, the Pennsylvania state court relied on new measurements of partisanship — notably a social science tool called “efficiency gap” — to measure the effect of partisan gerrymandering and determine an appropriate standard.

That’s why the timing of the Pennsylvania court intervention is so interesting. The U.S. Supreme Court is expected to rule on the Wisconsin case — and on an alleged Democratic partisan gerrymander in Maryland, which a district court in that state refused to overturn — before the current term’s end in June. And the decision is expected to turn, as is so often the case, on the views of Justice Anthony Kennedy, who in the last big gerrymandering case (Vieth v. Jubelirer) back in 2004, fretted over the lack of a workable standard for partisan bias.

“Kennedy was also looking for a “limited and precise rationale … to correct an established violation of the Constitution in some redistricting cases.” He didn’t find one in that case, ruling against Democrats challenging a Republican gerrymander in the state. But he signaled he would be open to striking down extreme partisan gerrymanders if the court could agree on a standard to do so, like in racial gerrymandering cases where it’s possible to prove a clear violation of the Voting Rights Act.

“Voting rights advocates are hoping that time has come.”

Whatever SCOTUS is or is not planning, the Pennsylvania decision is probably a done deal, and could serve as an inspiration to state courts elsewhere with similar state constitutional provisions guaranteeing equal protection of the laws and equal voting rights. Yes, Republicans are trying to get the decision thrown out on grounds that the Pennsylvania judges are usurping the legislature’s U.S. Constitutionally established power over redistricting. But SCOTUS has already rejected an emergency appeal on that basis, and one voting rights expert called the GOP legal effort “the mother of all Hail Marys in terms of its likelihood to succeed.”

And if SCOTUS does rule in favor of the gerrymandering challengers, it could have a large impact on the next round of redistricting due to begin in 2021, whether or not it has the kind of effect on 2018 House races that Democrats hailing the Pennsylvania decision hope for.