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Tag: control of the House

  • The Obama Legacy Shaping Biden’s Most Important Decision

    The Obama Legacy Shaping Biden’s Most Important Decision

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    President Joe Biden has already made the most important domestic-policy decision he’ll likely face this year. Biden and his top advisers have repeatedly indicated that they will reject demands from the new GOP majority in the House of Representatives to link increasing the debt ceiling with cutting federal spending. Instead, Biden is insisting that Congress pass a clean debt-ceiling increase, with no conditions attached.

    Biden’s refusal to negotiate with Republicans now is rooted in the Obama administration’s experiences in 2011–15 of trying to navigate increases in the debt ceiling through the same political configuration present today: a Democratic Senate and a Republican House. While Biden says he won’t negotiate a budget deal tied to a debt-ceiling increase, then-President Obama did just that in 2011. Those negotiations not only failed but proved so disruptive to financial markets, and so personally scarring, that Obama and his team emerged from the ordeal determined never to repeat it. And when House Republicans came back in 2013 asking for more concessions in exchange for raising the debt ceiling again, Obama declined to negotiate with them; eventually the GOP raised the debt ceiling without conditions.

    To understand the choices Obama made about debt-ceiling negotiations, and how they are shaping Biden’s approach today, I spoke with multiple officials from the Obama era: several Cabinet secretaries, as well as top aides from the White House, executive-branch departments, and Capitol Hill. Most chose to speak without attribution to candidly discuss Obama’s deliberations. What’s clear from these conversations is that almost none of the conditions that led Obama to negotiate in 2011 are present today. This helps explain why Biden is rejecting Republican demands, but also why the risk of a cataclysmic default is even greater now than it was then.

    When Congress raises the debt ceiling it does not authorize any new spending; it permits the Treasury to pay the debts the U.S. has incurred from earlier fiscal-policy decisions. A failure to raise the debt ceiling would lead to the federal government defaulting, something that has never happened, and which could crater the stock market, spike interest rates, and disrupt payments to the millions of Americans who rely on federal checks.

    In some ways, Biden’s staunch refusal to link fiscal negotiations to a debt-ceiling increase is out of character for a politician who spent nearly four decades in the Senate and has prided himself on his ability to reach agreements across party lines. Even now, administration officials make clear that Biden is not precluding negotiations with House Republicans over fiscal policy. What Biden is saying is that he won’t allow Republicans to link fiscal negotiations to the threat of not raising the debt ceiling. That resolve flows directly from the   Obama administration’s experiences.

    The dynamics that prompted Obama to negotiate with Republicans in 2011 had started coalescing before the GOP won control of the House in the 2010 midterm election. After taking office in 2009, Obama’s first major legislative victory was the passage of a roughly $800 billion stimulus plan to help the economy recover from the 2008 financial collapse. Obama devoted the rest of 2009 to steering the landmark Affordable Care Act through Congress.

    After Congress approved those expensive initiatives, Obama faced pressure from not only congressional Republicans but also a core of centrist Senate Democrats (including Senate Budget Committee Chair Kent Conrad of North Dakota) to develop some plan for reducing the federal deficit. Under prodding from Conrad, in February 2010 Obama appointed the bipartisan Simpson-Bowles commission to recommend a deficit-reduction plan. Throughout that year, “there was an awful lot of ‘grand bargain, let’s have a historic compromise’ in the air” in Washington, Jason Furman, the then– deputy director of the White House National Economic Council, told me.

    Before the House changed hands in December 2010, Obama agreed with congressional Republicans on a major package to extend the tax cuts that had been passed under George W. Bush and to also temporarily reduce payroll taxes. Then, in April 2011, the Obama administration and Representative John Boehner, the new Republican House speaker, settled on a plan to fund the federal government through the remainder of the fiscal year.

    So when Boehner and other Republicans put forward their demands to tie any debt-ceiling increase to cuts in federal spending, the Obama administration did not initially view the prospect of negotiations with horror, multiple former officials told me. Obama shared the belief that a “grand bargain” to control the long-term debt was a worthwhile goal. Furman said the former president considered it an “exciting opportunity.”

    Jack Lew, who served as Obama’s director of the Office of Management of Budget (OMB) during the 2011 confrontation and as Treasury secretary in 2013, told me about another factor that contributed to the Obama administration’s willingness to engage: Negotiations that previous presidents Ronald Reagan and Bill Clinton had had with Congress about the debt ceiling had not proved that disruptive. Debt-ceiling negotiations “up until 2011 had a different character than after 2011,” said Lew, who served as House Democratic aide in the 1980s and in the OMB for Clinton in the 1990s.

    Armed with these convictions, the Obama team didn’t blanch, even when the new speaker went to New York in May 2011 to lay down what became known as the “Boehner Rule”: Republicans would demand one dollar in spending cuts for each dollar increase in the debt limit that they authorized. The two sides launched fiscal negotiations in talks led by Biden for the administration and Representative Eric Cantor for the House GOP.

    As these negotiations unfolded, Boehner framed the talks as the Republicans and Obama equally benefiting from the stipulations. But the White House, including Biden, never saw things that way. The White House didn’t view the debt-ceiling increase primarily as a bargaining chip—they viewed it as the eventual legislative vehicle for moving through Congress whatever agreement the fiscal negotiation produced.

    Even with that difference, the talks were serious and, for a while, productive. Biden praised Cantor and Cantor reciprocated. But in late June, the effort collapsed when it hit a familiar rock: The Republicans involved refused to consider raising taxes and Democrats would not agree to spending cuts unless they did.

    Over the next few weeks, the speaker and the president, joined by only a few aides, then met for a series of secret negotiations to pursue a “grand bargain” on the deficit. The two men came close to an agreement. But their negotiations ultimately foundered when Obama and Boehner could not agree on the balance between tax increases and spending cuts. Like the Biden-Cantor talks earlier, the Obama-Boehner talks crashed in late July.

    Only days before August 2, when the nation would face an unprecedented default, Obama, Biden and the congressional leaders in both parties gathered in the White House for a frantic final weekend of negotiations. The two sides were trying to avoid calamity in an environment of “pure acrimony,” Furman told me. “I think if you look at the photographs that [the White House photographer] Pete Souza took over the course of that weekend, you can look at our faces and you don’t need to hear any words,” Lew said. “If you ask President Obama about the two or three most gut-wrenching moments as president I have no doubt this would be on the list.”

    Pete Souza / The White House

    Even though the “grand bargain” evaporated, the two sides (with Biden and Mitch McConnell at the center of the negotiations) reached a complex deal over that weekend. In the first stage, Obama got an $900 billion increase in the debt ceiling coupled with $900 billion in spending cuts. The deal linked up to another $1.5 trillion increase in debt to the creation of a congressional “super committee” that would be guaranteed a floor vote on a plan to cut the deficit an equivalent amount. If the committee deadlocked, automatic spending cuts in defense and non-defense discretionary spending—what became known as sequestration—would be triggered. Though default was averted, months of these talks had led to a nearly universal recoil among the Obama team. There was no single meeting or moment when the president and his top advisers said, “Never again.” Instead, participants told me that that conclusion emerged organically. “I think the team around Obama really had a bad taste in their mouth after the 2011 episode and they really wanted to change the terms and dynamics of the debate, and that’s why they all embraced the idea that we can’t do this anymore,” Mark Patterson, the chief of staff at the time for Treasury Secretary Tim Geithner, told me.

    The White House frustration deepened in November 2011. The deficit reduction “super committee” was created in July but deadlocked on the same issue that had stymied previous bipartisan negotiation: the unwillingness of enough Republicans to accept tax increases that Democrats considered sufficient to justify big cuts in programs like Medicare and Medicaid. That stalemate triggered the severe sequestration reductions in discretionary spending—a squeeze that left Democrats fuming over the domestic cuts and Republicans incensed about the defense reductions.

    All of that was the backdrop when House Republicans returned in 2013 with a new set of demands for raising the debt ceiling, which included unraveling Obama’s greatest legislative achievement, the Affordable Care Act. This time Obama declined to talk with Republicans. “In 2013, it was a very fresh memory that we got closer than anyone had ever come to defaulting,” Lew, who had by then become Treasury secretary, told me. From Obama on down, he said, there was a very strong sense that “we can’t ever be in [that] position again.”

    House Republicans eventually conceded, passing an increase in the debt ceiling without any conditions in October 2013 and again the following year. In October 2015, Boehner, as his final act after announcing his intent to resign from Congress and vacate the speakership, engineered another extension that raised the debt ceiling through the remainder of Obama’s presidency while also loosening the sequestration cuts on both defense and domestic spending. Those three votes represented a sweeping victory for Obama’s new no-conditions approach to the debt ceiling.

    Though Biden was among the most enthusiastic proponents of negotiations during Obama’s first term, no former officials recall him dissenting from the general rejection of that approach in Obama’s second. Notably, then–Senate Democratic Leader Harry Reid (who died in 2021) took no chances: As the 2013 debt-ceiling fight approached, he personally told Obama to sideline Biden from any talks, because he considered the vice president too willing to make concessions to his frequent negotiating partner, McConnell.

    On every front, most experts consider the environment even less hospitable today than it was during Obama’s presidency for the kind of budget deal that House Republicans are now demanding in order to raise the debt ceiling. Although Obama’s team and many congressional Democrats genuinely believed that a big long-term deficit-reduction plan was both good politics and good economics, Biden, as well as most congressional Democrats today, are much more skeptical of that proposition. And though Republicans could at least formulate specific spending-cut demands back then, they are far less likely to reach consensus today on a meaningful deficit-reduction plan. That’s largely because more of them have come to recognize that their political base, centered on older white voters, is just fine with government spending targeted toward them—particularly Social Security, Medicare, and even Medicaid and the ACA, which Republicans in the Obama era considered the bull’s-eye for their deficit-reduction plans. Moreover, House Speaker Kevin McCarthy has less control over his fractious conference than Boehner did, and McCarthy is even less willing than his predecessor to cross his most conservative membersBut though these factors argue against a big deficit deal, especially one linked to a debt-ceiling increase, Biden must find some way to authorize more debt. He’s already facing calls from Democratic Senator Joe Manchin of West Virginia to establish another special deficit-reduction committee.

    For now, the White House, while indicating that Biden is open to talking with Republicans about the budget on other tracks, is digging in against linking anything to the debt ceiling. A former Obama official familiar with the Biden team’s strategy told me the White House believes that approach “is a matter of principle.”

    Biden and his team have taken from the Obama years the lesson that if they don’t negotiate against the debt limit, a sufficient number of Republicans will eventually back down because the economic consequences of default would be so catastrophic. Biden may expect, for instance, that enough House Republicans will join House Democrats in advancing a “discharge petition” that would allow an increase to pass the House without support from the GOP leadership. Biden may be right in that calculation. But Obama’s no-negotiating posture on the debt ceiling worked mostly because enough congressional Republicans back then were unwilling to plunge over the cliff into default. The White House and financial markets around the world are certain to face many white-knuckled moments before they learn whether that is still true today.

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    Ronald Brownstein

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  • The New Majority

    The New Majority

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    The last time Republicans won control of the House of Representatives with a Democrat in the White House, the two parties clashed so ferociously that Congress nearly crashed the economy with a first-ever debt default. But with the GOP’s majority-making victory, those bitterly partisan confrontations of the Obama era might seem like halcyon days compared with what’s to come.

    Republicans will assume control of the House in January, at a moment of deepening political turmoil. Trust between the parties is lower than it’s been in decades. A would-be assassin assaulted the husband of Speaker Nancy Pelosi last month. A majority of the GOP’s House conference refused to certify President Joe Biden’s 2020 victory, and party leaders have vowed to immediately disband the committee investigating the January 6 Capitol sacking that occurred just hours before that very vote. Republicans will launch their own investigations, into not only the actions of Biden’s administration but also the business and personal life of the president’s surviving son. Politically motivated impeachments of President Joe Biden and members of his Cabinet could be inevitable. “There are going to be fulsome investigations, and we will not take anything off the table,” Representative Elise Stefanik of New York, the House’s third-ranking Republican, told me before the midterm elections.

    Yet Republican leaders will be presiding over a majority sure to be far smaller than they were hoping for or expecting. When I spoke to Stefanik in the run-up to Election Day, she was confident bordering on cocky. “This is going to be a historic red wave, so buckle up, Russell,” she assured me. What transpired in last week’s election was instead barely a trickle. Stunning most pundits as well as Republicans, the race for the House majority was so tight, the vote-counting took a week to make clear the GOP’s slim victory. The Republican margin in the House could be so small as to make it nearly impossible for Kevin McCarthy, who is likely but not guaranteed to become speaker, to govern.

    Democrats, meanwhile, will have one last opportunity in the next six weeks to pass legislation, in a lame-duck session of Congress. After that, Biden’s progressive agenda is dead—at least for the next two years. Lacking a majority in the Senate, Republicans will have to strike deals with Biden and the Democrats just to keep the government running, let alone to make their mark on policy. Few lawmakers in either party have much hope for a grand bargain. McCarthy is more of a campaigner than a legislator, with little record of bipartisan dealmaking. He’ll have to corral a caucus that includes many Republicans who are far more loyal to former president Donald Trump than to him; some of them, such as Representative Marjorie Taylor Greene, began making demands for more power weeks before the election and are sure to reject any hint of compromise with a president they consider illegitimate. “Governance will be a challenge,” Representative Tom Cole of Oklahoma told me. “Everything over the next two years will have to be a deal of some bipartisan agreement. Achieving those always creates some frustration on the two wings of the political spectrum, because you can’t have absolute victories.”

    Cole, a 20-year House veteran long allied with the Republican leadership, sounded a more optimistic note about the incoming majority. Compared with the Tea Party class of 2010, which helped the GOP capture the House during Barack Obama’s first term, he noted, this batch of newly elected Republicans is more diverse in terms of race, gender, and ideology. Many of them represent districts that Biden won, and more of them have previous legislative experience, which could lead to more pragmatism. “I would hope that we don’t fall into the trap that I would argue the Democrats fell into [under Trump] and turn ourselves into the impeachment caucus,” Cole said.

    That might all prove to be wishful thinking. Although Biden struck several significant bipartisan deals during his first two years, most of those were with Senate Republicans, and they passed over the objections of House GOP leaders, including McCarthy. Many House Republicans seem focused on investigating over legislating. The next two years will also play out against the backdrop of the 2024 presidential campaign, and now that Trump is running again, he will likely oppose any agreement that Republicans hammer out with the incumbent. Stefanik evinced little interest in bipartisanship when I spoke with her, insisting that Republicans would dictate the terms of the policy debate. “We’re going to pass good legislation and send it to the president’s desk, and he’s going to have to choose [if] you work with us or not,” she told me.

    The first major test for House Republicans may come over the same issue that defined their confrontations with Obama a decade ago: the debt ceiling. McCarthy and other Republicans have already said they will again try to use the required lifting of the nation’s borrowing limit as leverage to force fiscal restraint. Fearing the economic fallout from another round of brinkmanship, Democrats have begun talking about raising the debt ceiling—or eliminating it altogether—in the lame-duck session, before Republicans formally take power. The GOP would surely criticize Democrats for such a move, but many in the party might quietly accept it as a gift. “That,” Cole conceded, “would make it easier.”

    As for what Republicans actually want to do with their newly acquired power, Stefanik pointed to the “Commitment to America” agenda that McCarthy unveiled in September. It’s a broad-brush list of priorities that is light on legislative detail. The GOP wants to lower inflation, fight crime, and secure the border. But absent good-faith negotiations with Democrats, any bills they pass won’t become law. An effort to tackle border security, for example, could be an invitation to reengage in talks over a larger immigration-reform package of the kind sought by the two parties for decades. Again, Stefanik wasn’t interested: “You have to secure the border before you even talk about broader visa reforms.”

    Such a response could become familiar over the next two years. Republicans are coming to Washington not to legislate or to govern, but to fight. That’s one promise, at least, the new House majority should find easy to fulfill.

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    Russell Berman

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  • How Democrats Avoided a Red Wave

    How Democrats Avoided a Red Wave

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    The coalition of voters who turned out to oppose Donald Trump in 2018 and 2020 largely reassembled yesterday, frustrating Republican expectations of a sweeping red wave.

    Under the pressure of high inflation and widespread disenchantment with President Joe Biden’s job performance, that coalition of young voters, people of color, college-educated white voters, and women eroded at its edges. And because Democrats began the night with so little margin for error in Congress, that erosion—combined with high Republican turnout—seemed likely to allow the GOP to seize control of the House, and possibly the Senate as well.

    But even if the GOP does squeeze out majorities in one or both chambers when the final votes are counted, its margins will be exceedingly narrow, with control of the Senate, once again, possibly turning on another Georgia runoff. Up and down the ballot, Democrats dominated among voters who believe that abortion should remain legal—despite predictions from Republicans and many media analysts that the issue had faded in importance. Democrats held House seats in states including Rhode Island, Virginia, Michigan, and Ohio that Republicans had confidently expected to capture. And with the exception of Georgia, which reelected Governor Brian Kemp, Democrats could win gubernatorial races in each of the five swing states that flipped from Trump to Biden in 2020—a development that would greatly ease Democratic fears of Trump allies trying to rig the vote (and potentially the presidency) in 2024.

    The results largely followed the outline of what I’ve called a “double negative” election. On balance, voter dissatisfaction with Biden’s performance meant that Democrats faced more losses, but the continuing unease about the Republican Party lowered the ceiling on GOP gains well below what the party might have expected.

    These relatively positive results for Democrats were so striking because the findings of the national exit poll conducted by Edison Research for a consortium of media organizations, like virtually all preelection polling, showed deeply pessimistic attitudes that typically spell doom for the sitting president’s party. More than three-fourths of voters, Edison found, described the economy as only “fair” or “poor.” Four-fifths of voters said inflation had caused them either severe or moderate hardship. Fifty-five percent of respondents said they disapproved of Biden’s job performance as president. His approval stood even lower in many of the key Senate battleground states: 43 percent in Nevada and Arizona, 42 percent in New Hampshire, just 41 percent in Georgia.

    Exit polls suggested that unhappiness over the economy could doom the most embattled Democratic Senate incumbent, Catherine Cortez Masto in Nevada, though that race remains on a knife’s edge awaiting the counting of the last mail ballots. Across a wide array of other battleground states, Republicans carried significant majorities of voters who expressed negative views on the economy.

    But Republicans did not win those economically pessimistic voters by quite as big a margin as midterm precedents had suggested. Usually, the party out of power has dominated voters with those views: Democrats, for instance, in 2018 won about 85 percent of those who described the economy as either not so good or poor. This year, Republicans slightly exceeded that result among those who called the economy “poor,” the most negative designation. But among those who gave the equivocal verdict of “not so good,” Republicans won only 62 percent, way down from the Democrats’ total four years ago.

    The relationship between presidential-approval ratings and the midterm vote was similar. Biden’s national job-approval rating in the exit poll (44 percent positive, 55 percent negative) resembled Trump’s in 2018 (45–54). But, compared with Republicans in 2018, Democrats this year carried slightly more of the voters who disapproved of Biden, as well as slightly more of those who approved of him. Particularly noteworthy: Democrats won almost exactly half of voters who said they “somewhat disapproved” of Biden, whereas about two-thirds of voters who “somewhat disapproved” of both Trump in 2018 and Barack Obama in 2010 voted against their party in House races.

    These effects were even more pronounced in several of the battleground states. In 2018, no Republican Senate candidate in a competitive race carried more than 8 percent of the voters who disapproved of Trump, the exit polls found. But Cortez Masto and Raphael Warnock in Georgia carried about 10 percent of them, while Senator Mark Kelly in Arizona and Lieutenant Governor John Fetterman in Pennsylvania reached about 15 percent of support with Biden disapprovers, the exit polls found. In New Hampshire, the exit poll found Senator Maggie Hassan winning a striking one-fifth of voters who disapproved of Biden. Similarly, Warnock won about one-third of voters who described the economy as only fair or poor, while Kelly and Fetterman approached 40 percent with them in the exit polls. All of this may sound like a small difference—but it proved to be the margin between defeat and victory for Democrats in Pennsylvania and New Hampshire, and potentially in Arizona and Georgia.

    How did Democrats overperform recent historical trends with voters dissatisfied with the economy or the president? Attitudes about the former president, and the party he has reshaped in his image, may largely explain the difference. In the exit poll, nearly three-fifths of voters said they had an unfavorable view of Trump, and more than three-fourths of them voted Democratic this year. Many of the Republican Senate and gubernatorial candidates he helped propel to their nominations also faced negative assessments from voters. And despite predictions from both Republicans and media analysts that abortion had faded as a galvanizing issue, a clear three-fifths majority of all voters in the national exit poll said they believed that the procedure should remain legal in all or most circumstances—and about three-fourths of them voted Democratic. Democrats also won about three-fourths of the voters who said abortion should remain mostly legal in the key Senate states of Arizona, Georgia, and Pennsylvania, and two-thirds of them in New Hampshire. In Michigan, Governor Gretchen Whitmer won a stunning four-fifths of the voters who said abortion should remain legal.

    These concerns about Trump and abortion rights didn’t completely erase voter discontent over the economy and inflation. Inflation still ranked highest when the exit polls asked voters what issues most concerned them (with abortion a very close second). And Republicans still won most of the voters who expressed the purest “double negative” views—those with unfavorable opinions of both Biden and Trump. But it’s hardly a surprise that the party out of the White House might win most voters who express an unfavorable view of the sitting president, no matter what other attitudes they hold. The notable part was that the exit poll found Democrats holding 40 percent of those double-negative voters—a number that helped them apparently avoid a titanic red wave.

    In the past, when midterms have turned decisively against the sitting president’s party, one reason is a backlash among independent voters, who are the most likely to shift allegiance based on current conditions in the country. Each time the president’s party suffered especially large losses in a midterm since the mid-1980s (a list of electoral calamities that includes 1986, 2006, and 2018 for Republicans and 1994, 2010, and 2014 for Democrats), independents have voted by a double-digit margin for House candidates from the other party, according to exit polls. But yesterday’s exit polls showed the two parties splitting independent voters about evenly on a national basis and Democrats winning among them in the Arizona, Georgia, New Hampshire, and Pennsylvania Senate races.

    The other ingredient in decisive midterm losses has been what political strategists call “differential turnout.” Almost always in American history, the party out of the White House has shown more urgency about voting in midterms than the side in power, but when midterms get really bad, that disparity becomes especially pronounced.

    A complete picture of this midterm won’t be available for months. But the early indications are that this year’s electorate leaned more toward the GOP than the past few campaigns. In 2020 and 2018, the exit polls found that self-identified Democrats made up slightly more of the voters than Republicans. But the exit polls yesterday showed Republicans with a slight edge.

    Young people gave Democrats preponderant margins in most races, but likely made up slightly less of the electorate than they did in 2018. Among voters of color, the story was similar—some erosion in support for Democrats, but not a catastrophic decline. The exit polls showed Democrats winning about 60 percent of Latino voters and 85 percent of Black voters. That was down just slightly from their level in 2020, though it represented a bigger fall from the party’s support with those voters in 2018. Republicans in the coming days will likely trumpet the continuing gains—though Democrats can fairly rebut that they have a clear opportunity to rebound if and when the economy recovers.

    Before Election Day, conservative pundits speculated rampantly about a sweeping shift toward the GOP among nonwhite voters without a college degree—what Axios breathlessly declared “a political realignment in real time.” But Democrats nationally carried about two-thirds of those non-college-educated voters of color, almost exactly their share among minorities with degrees; the picture was similar in the heavily diverse states across the Sun Belt, the exit polls found. Among white voters, the familiar educational divides held: The national exit poll showed Democrats slightly underperforming expectations among college-educated whites (winning only about half of them) but still showing much better with them than among non-college-educated whites, who once again broke about two-to-one for the GOP. (College-educated white voters did provide more resounding margins for Kelly, Hassan, and Fetterman, the polls found.)

    The full results won’t be known for days, and control of the Senate may not be settled until another runoff election in Georgia. But the 2024 presidential contest will likely kick into motion almost immediately. Trump has repeatedly hinted that he may announce a 2024 candidacy as soon as next week—and the GOP’s gains, even if less than the party anticipated, will only encourage him.

    Throughout American history, midterm results have had little relationship to the results in the next presidential contest. Presidents Jimmy Carter and George H. W. Bush had relatively good first-term midterm results in 1978 and 1990, and then lost for reelection two years later. Harry Truman, Ronald Reagan, Bill Clinton, and Barack Obama were all shellacked in their first midterm and then won reelection.

    Could Biden follow those precedents and recover in time for 2024? Much will depend on the economy. Doug Sosnik, a senior White House adviser to President Clinton during his recovery after the 1994 midterm, pointed out that the period from fall of the third year to spring of the fourth year is when voters really lock in their judgment about a first-term president. That doesn’t leave Biden much runway to dispel the economic pessimism that weighed so heavily on Democrats yesterday. Many economists believe that the Federal Reserve Board’s actions will trigger at least a mild recession before squeezing out inflation, potentially by late next year.

    Given the doubts many voters have expressed about Biden’s age, it’s not clear that a rising economic tide would lift his prospects as much as it did for Reagan, Clinton, and Obama. Many Republicans (and even some Democrats) believe that the loss of the House, and possibly still the Senate, when all of this year’s votes are counted will increase pressure on Biden to step aside in 2024. In the exit polls, two-thirds of voters said they did not want to see Biden run again.

    Yet the GOP may be saddled with a 2024 nominee carrying even more baggage. Trump will inevitably interpret any GOP gains as a demand for his return. But even in a Republican-leaning electorate, the exit polls still registered enormous resistance to him.

    One of the night’s clearest winners was Trump’s most serious competitor for the next GOP nomination, Governor Ron DeSantis of Florida, who won a convincing victory that included breakthrough results in heavily Latino Miami-Dade County. His success will likely embolden the Republicans urging the party to turn the page from Trump—though Trump has already signaled his willingness to bludgeon DeSantis to secure the nomination, the way he did Marco Rubio and Ted Cruz in 2016.

    For Biden, the situation will likely be more equivocal: The results for Democrats probably won’t prove good enough to completely quiet the chatter about replacing him, but nor will they likely prove so bad as to significantly amplify it. After this double-negative election produced something of a standoff between the parties in 2022, it remains entirely possible that the nation may find itself plunged into the same grueling trench warfare between Trump and Biden again two years from now.

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    Ronald Brownstein

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  • Why Politics Has Become So Stressful

    Why Politics Has Become So Stressful

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    No matter which party wins control of the House and Senate next month, the results are virtually certain to reinforce the paradox powering the nation’s steadily mounting political tension.

    American politics today may be both more rigid and more unstable than at any other time since at least the Civil War. A politics that is rigid and unstable sounds like a contradiction in terms. But the system’s instability is a direct result of its rigidity. Because so many voters—and so many states—are reliably locked down for one side or the other, even the slightest shifts among the few voters and few states that are truly up for grabs can tilt the balance of power. The consequence is a politics in which neither party can sustain a durable advantage over the other, and political direction for a country of 330 million people is decided by a tiny sliver of voters in about half a dozen states—maybe a few hundred thousand people in all.

    These twin forces largely explain why so many Americans now find politics so stressful. People across the country nervously parse the choices of distant voters in a handful of states to see which party will control the federal government. The balance always remains so wobbly that a momentary mood swing in just a few subdivisions outside Atlanta, Phoenix, or Philadelphia can determine whether Democrats are empowered to pass a new law codifying a national right to abortion, or Republicans are positioned to impose a national ban. Everything is always at stake—and nothing seems to break the deadlock.

    Just how few states determine which side prevails? Probably no more than eight, and arguably as few as six. The list of genuine swing states extends no further than Arizona, Georgia, Nevada, Michigan, Pennsylvania, and Wisconsin, with New Hampshire and North Carolina plausibly added to that roster, though at the federal level the former measurably leans toward Democrats and the latter toward Republicans. The parties still dream of occasional statewide wins in other places—say, Colorado or Minnesota for Republicans and Ohio or Florida for Democrats—but they know that such victories will require unusual circumstances and candidates.

    This small band of true swing states holds the balance of power between the massive red and blue blocks that are, as I’ve written, behaving as if they constitute different nations. Five states in this small group effectively decided the last presidential election by shifting from Donald Trump in 2016 to Joe Biden in 2020: Arizona, Georgia, Michigan, Pennsylvania, and Wisconsin. Almost all of the highly competitive Senate races that will determine control of the chamber this year are unfolding in one of those eight most competitive states, too. Partisans who obsessively checked the poll results from those few states in 2020 have found themselves in a political Groundhog Day, scanning the FiveThirtyEight election-outcome probabilities on pretty much the same places two years later. Two years from now, in the 2024 presidential contest, they are almost guaranteed to be fixated on the same states again.

    What’s more, the balance of power within those few swing states is also precarious; the outcome of elections teeters on microscopic shifts in turnout and/or voter preferences. Biden won the five states he flipped from 2016 by only a combined 279,265 votes, and more than half of that total came in Michigan alone. Few observers would be surprised if almost all of this year’s major Senate contests across the swing states come down to photo finishes.

    In a new book on the 2020 election, The Bitter End, three prominent political scientists describe modern American politics as “calcified,” meaning that the majority of voters are firmly locked into support for one party based primarily on their views about cultural and demographic change. But the UCLA political scientist Lynn Vavreck, one of the co-authors, says that equating “calcification” with “stability” is a mistake. “Being stuck, or calcified, doesn’t mean we are stuck with one outcome,” she told me. “It means that because of that rough partisan parity, we are stuck on the knife’s edge. Anything is tipping these outcomes.”

    The best evidence is that the modern Democratic electoral coalition is at least somewhat larger than the GOP’s. Democrats have won the popular vote in seven of the past eight presidential elections, something no party has done since the formation of the modern party system in 1828. But the Democratic edge hasn’t been decisive enough to overcome the party’s inability to compete in large swaths of the country. Nor can Democrats overcome the structural advantages provided to the GOP by its dominance of smaller, preponderantly white and mostly Christian interior states, whose influence is magnified in the Electoral College and the Senate.

    Barring a major surprise, next month’s election seems guaranteed to extend the longest period in American history when neither party has been able to establish a lasting advantage over the other.

    If Democrats lose the House or Senate, or both, it will mark the fifth consecutive time that a president went into a midterm with unified control of Congress and the White House and then lost it. (That happened to Bill Clinton in 1994, George W. Bush in 2006, Barack Obama in 2010, and Trump in 2018.) No president since Jimmy Carter in 1978 has successfully defended unified control of government through a midterm election. Since 1968, in fact, either party has held unified control in Washington for just 16 of 54 years. In the 72 years before that (from 1896 to 1968), one party or the other held unified control for 58 years.

    This isn’t the first extended period of political instability for the U.S. One party or the other managed just eight years of unified control in the tumultuous two decades before the Civil War. The era from 1877 to 1896 may have been the period most like today: The two sides managed just six years of unified control over those two decades, and never for more than two years at a time. Divided government was also the rule through the 1950s. But none of these earlier periods of instability persisted remotely as long as today’s.

    All of the earlier periods without a dominant party were notable for the lack of clear differentiation between the sides. In the decades before the Civil War, for instance, the need to mollify northern and southern wings prevented either the Whigs or the Democrats from taking a clear position in opposition to the spread of slavery.

    Now it’s the gulf between the parties that largely explains their standoff. In their current ideological configurations, neither side can consistently win enough states to sustain an advantage. Democrats dominate the coastal states most integrated into the 21st-century Information Age economy; the heartland states centered on the 20th-century powerhouse industries of manufacturing, energy extraction, and agriculture are a sea of Republican red. Neither side has managed more than idiosyncratic incursions into the other’s terrain (like Republican Glenn Youngkin’s 2021 gubernatorial win in Virginia and Democrat Joe Manchin’s three Senate wins in West Virginia).

    Generational and demographic change may strengthen Democrats over time, but as long as attitudes about American identity remain the principal dividing line in our politics, Vavreck, like many others, doesn’t see either side breaking out of today’s trench warfare. And she expects that identity-centered division—what I’ve called the collision between the Republican “coalition of restoration” and the Democratic “coalition of transformation”—to remain the central focus of our politics for years. “This is the dimension of conflict we are fighting on for the foreseeable future,” she said. “COVID didn’t dislodge it; the murder of George Floyd didn’t dislodge it; the Capitol insurrection didn’t dislodge it.”

    One way to measure how dug in we’ve become is to look at the consistency of presidential-election results over time. Forty states, or four-fifths of the total, have voted the same way in each of the four presidential elections since 2008: 20 for the Democratic nominees, 20 for the Republicans. That’s a modern peak for consistency. Thirty-four states voted the same way in the four presidential elections from 1992 through 2004. In the four elections from 1976 through 1988, only 25 did. Even in the four consecutive elections won by Franklin D. Roosevelt from 1932 through 1944, only about two-thirds of the states voted the same way each time.

    What’s especially relevant for next month’s election is a corollary trend. Not only are more states reliably voting the same way for president; they are also, to a greater extent than earlier, aligning their votes in congressional elections with their preferences for the White House. Republicans hold just one of the 40 Senate seats in the 20 states that have voted Democratic in at least the past four presidential elections (Susan Collins in Maine), and Democrats hold just two of 40 in the four-time Republican states (Manchin in West Virginia and Jon Tester in Montana). Republicans this year might capture a Senate seat in Nevada—a state on the Democratic list—and solidly Republican Utah, of all places, looks reasonably competitive, but otherwise the November results are unlikely to change those numbers.

    With each side realistically contesting Senate seats in so few states, it’s no wonder, as I’ve written, that the parties are much less likely than in the past to accumulate comfortable Senate majorities—and thus much more likely to quickly lose control of the upper chamber after winning it. Neither side has held the Senate majority for more than eight consecutive years since 1980, a span unprecedented in American history.

    The fact that control of Congress appears within reach for both sides in virtually every election, as it does again this year, heightens the sense of urgency and intensity around each campaign. So does the awareness that, because the parties have become so polarized in their goals, each shift in control can produce enormous changes in policy, no matter how wispy the change in voter attitudes that precipitated it. “The difference in policy now between the group that has 51 percent and the group that has 49 percent is so enormous because of the polarization and divergence of the two parties,” the longtime GOP pollster Whit Ayres told me. Such big change resting on such small shifts, Ayres added, “is not healthy for democracy.”

    Trump’s emergence has further raised the stakes over control of Congress and the White House. Many independent students of democracy and authoritarianism believe that if restored to unified control over government, Trump—and the many Republicans embracing his discredited fraud claims—will seek to tilt the electoral rules in a way that makes it more difficult to again remove him from power. A similar dynamic is already evident in the 21 red states that responded to Trump’s 2020 defeat by passing laws making voting more difficult. “If the Republican Party manages to get control one way or another, including both legal and illegal things, and rig the system a little bit more, we could have a period of more continuity [in unified control of Washington] but it would be minority government,” the political scientist Thomas Mann, a co-author of a seminal 2012 book on congressional polarization, It’s Even Worse Than It Looks, told me.

    Which is to say that you can likely add the future of American democracy to the list of issues that will soon be decided by a relative handful of voters in the handful of states at the tipping point of our internal cold war.

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    Ronald Brownstein

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