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  • What Does the Working Class Really Want?

    What Does the Working Class Really Want?

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    Political partisans are always dreaming of final victories. Each election raises the hope of realignment—a convergence of issues and demographics and personalities that will deliver a lock on power to one side or the other. In my lifetime, at least five “permanent” majorities have come and gone. President Lyndon B. Johnson’s landslide triumph over Barry Goldwater in 1964 seemed to ratify the postwar liberal consensus and doom the Republican Party to irrelevance—until, four years later, Richard Nixon’s narrow win augured an “emerging Republican majority” (the title of a book by his adviser Kevin Phillips) based in the white, suburban Sun Belt. In 1976, Jimmy Carter heralded a winning interracial politics called “the Carter coalition,” which proved even shorter-lived than his presidency. With Ronald Reagan, the conservative ascendancy really did seem perpetual. After the Republican victory in the 2002 midterm elections, George W. Bush’s operative Karl Rove floated the idea of a majority lasting a generation or two.

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    But around the same time, the writers John B. Judis and Ruy Teixeira published The Emerging Democratic Majority, which predicted a decades-long advantage for the party of educated professionals, single women, younger voters, and the coming minority majority. The embodiment of their thesis soon appeared in Barack Obama—only to be followed by Donald Trump and the revenge of the white working class, a large plurality that has refused to fade away.

    Recent American history has been hard on would-be realigners. The two parties are playing one of the longest deuce games since the founding. Even with the structural distortion of the Senate and the Electoral College favoring Republicans, the American people remain closely divided. The Democratic presidential candidate has won seven of the last eight popular votes, while the national vote for the House of Representatives keeps swinging back and forth between the parties. Stymied by a sense of stalemate, both now indulge in a form of magical thinking.

    Neither side believes in the legitimacy of the other; each assumes that the voters agree and will soon sweep it into power. So the result of every election comes as a shock to the loser, who settles on explanations that have nothing to do with the popular will: foreign interference, fraudulent ballots, viral disinformation, a widespread conspiracy to cheat. The Republican Party tries to hold on to power by antidemocratic means: the Electoral College, the filibuster, grotesquely gerrymandered legislatures, even violence. The Democratic Party pursues a majority by demography, targeting an array of identity groups and assuming that their positions on issues will be predictably monolithic. The latter is a mistake; the former is a threat to democracy. Both are ways to escape the long, hard grind of organized persuasion that is politics.

    Two other jarring features define our age of deadlock. One is a radical shift in the two parties’ center of gravity. The signature of elections today is the class divide called education polarization: In 2020, Joe Biden won by claiming a majority of college-educated white voters, the backbone of the old Republican Party. Trump, with a lock on the white working class, lost despite making gains among nonwhite, non-college-educated voters, yesterday’s most reliable Democrats. Meanwhile, on the political stage, cultural and social issues have eclipsed economic issues—even as every facet of American life, whether income or mortality rates, grows less equal and more divided by class.

    These two trends are obviously related, and they have a history. From the late 1970s until very recently, the brains and dollars behind both parties supported versions of neoliberal economics: one hard-edged and friendly to old-line corporate interests such as the oil industry, the other gentler and oriented toward the financial and technology sectors. This consensus left the battleground open to cultural warfare. The educated professionals who dominate the country’s progressive party have long cared less about unions, wages, and monopoly power than about race, gender, and the environment. In the summer of 2020, millions of young people did not come out of isolation to protest the plight of meatpackers laboring in COVID-ridden processing plants. They were outraged by a police killing, and they called for a “racial reckoning”—a revolution in consciousness that ended up having little effect on the lives of the poor and oppressed.

    For their part, Republicans have spoken the traditionalist language of the working class ever since Nixon’s “silent majority”; Trump dropped the mantra of low taxes and deregulation that used to excite the party when it was more upscale, and directed his message to a base that votes on issues such as crime, immigration, and what it means to be an American. More recently, Republican candidates have turned to anti-“woke” rhetoric. In losing its voice as the champion of workers, the Democratic Party lost many of the workers themselves, and during the past half century, the two parties have nearly switched electorates.

    This remapping helps explain the outpouring of new books that pay political attention to those overlooked Americans of all races who lack a college degree, many employed in jobs that pay by the hour—factory workers, home health aides, delivery drivers, preschool teachers, hairdressers, restaurant servers, farm laborers, cashiers. During the pandemic, they were called “essential workers.” Now they’ve been discovered to hold the key to power, giving rise to yet another round of partisan dreaming of realignment, this time hinging on the working class. But these Americans won’t benefit from their new status as essential voters until the parties spend less effort coming up with what they think the working class wants to hear, and more effort actually delivering what it wants and needs.

    The economic decline and political migration of the American working class receive the most compelling treatment in Ours Was the Shining Future: The Story of the American Dream, by the New York Times writer David Leonhardt. He describes the rise and fall, from the New Deal to the present, of what he calls “democratic capitalism”—not a neutral phrase, but a positive term for a mixed economy that benefits the many, not just the few. By now, the story of growing inequality and declining mobility is familiar from the work of Thomas Piketty, Gary Gerstle, Raj Chetty, and other scholars. Leonhardt has a gift for synthesizing complex trends and data in straightforward language and persuasive arguments whose rationality doesn’t fully mute an undertone of indignation. He appreciates the power of stories and weaves obscure but telling events and people into his larger narrative: a 1934 strike in the Minneapolis coal yards that showed the political potential of worker solidarity; the mid-century businessman Paul Hoffman, who argued to members of his own class that they would benefit from a prosperous working class; the pioneering computer programmer and Navy officer Grace Hopper, who saw the economic benefits of military spending on technological research.

    An economy that gives most people the chance for a decent life doesn’t arise by accident or through impersonal forces. It has to be created, and Leonhardt identifies three agents: political action, such as union organizing, that gives power to the have-nots; a civic ethos that restrains the greed of the haves; and public spending on people, infrastructure, and ideas—“a form of short-term sacrifice, an optimistic bet on what the future can bring.”

    All three—power, culture, and investment—combined in the postwar decades to transform the American working class into the largest and richest middle class in history. Black Americans, even while enduring official discrimination and racist violence, closed the gap in pay and life expectancy with white Americans—progress, Leonhardt writes, that “reflected class-based changes more than explicitly race-based changes.” In other words, the right of workers to form unions, an increased and expanded federal minimum wage, and a steeply progressive tax code that funded good schools all reduced racial inequality by reducing economic inequality. But after the 1960s, the economy’s growth slowed, and the balance of power among the classes grew lopsided. American life became stratified. Wealth flowed upward to the few, unions withered, and public goods such as schools starved. In their rush to cash in, elites knocked over taboos that had once restrained the worst extremes of greed. Metropoles prospered and industrial regions decayed. Despite the end of Jim Crow and the growth of a Black professional class, the gap between Black and white Americans began to widen again as the country’s top 10 percent pulled away from the rest.

    This economic analysis comes with a political argument that will not be welcomed by many progressives. Leonhardt places blame for the decline of the American dream where it belongs: on free-market intellectuals, right-wing politicians, corporate money. But he also points to the shortsighted complacency of union leaders, and, even more, the changing values and interests of well-educated, comfortable Democrats. Beginning in the early ’70s, they dropped concern about bread-and-butter issues for more compelling causes: the environment, peace, consumer protection, abortion, identity-group rights. The labor movement lost interest in social justice, and progressive politicians lost interest in the working class. Neither George Meany nor George McGovern sang from the New Deal songbook. After the ’60s, “the country no longer had a mass movement centered on lifting most Americans’ living standards.”

    Why did the white working class abandon the party that had been its champion? “In the standard progressive telling,” Leonhardt writes, “the explanation for this political shift is race.” Race had a lot to do with it, and Leonhardt affirms that Democrats’ embrace of the Black freedom movement in the ’60s, followed by white backlash (exploited by Republicans with their “southern strategy”) and persistent racism, is a major cause. But the progressive telling falls short on three counts. It’s morally self-flattering and self-exonerating; it’s politically self-defeating (accusing voters of racism, even if deserved, is not the way to convince them of anything); and it fails to explain too many recent political trends. For example, nearly all-white West Virginia remained mostly Democratic decades after the passage of the Civil Rights Act and only turned indelibly red in 2000. According to one estimate, almost a quarter of the working-class white voters who gave Trump the presidency in 2016 had voted for a Black president only a few years earlier. The stark polarization of the current college-educated and non-college-educated white electorate shows the key role of class. And what are we to make of an openly bigoted president running for a second term and increasing his share of the Black and Latino vote?

    Leonhardt’s subtler account is rooted in the working class’s growing cultural and economic alienation from a Democratic Party ever more dominated by elites and activists, and out of touch on the issues that hurt less affluent Americans most, especially crime, trade, and immigration. The financial crisis of 2008 was a pivotal event, leaving large numbers of Americans with the sense that the country’s upper classes were playing a dirty game at the expense of the rest.

    That fall, I reported on the presidential campaign in a dying coal town in Appalachian Ohio. To my surprise, its white residents were giving Obama a close hearing, and he ended up doing better in the region than John Kerry had. But at a local party gathering, an older white man told me that neither party had done anything to reverse the decline of his town, and that he would no longer vote Democratic, for one reason: illegal immigration. I listened politely and discounted his grievance—I didn’t see any undocumented immigrants in Glouster, Ohio. Why did he care so much?

    Leonhardt provides an answer. In a comprehensive analysis, he shows that the 1965 Immigration and Nationality Act, which liberal politicians sold as nondiscriminatory but still restrictive, opened the gates to mass immigration. The result put downward pressure on wages at the lower end of the economy. Again, racial resentment partly explains hostility to large-scale immigration, but Leonhardt shows that rapid demographic change can erode the social bonds that make collective efforts for greater equality possible: “Low immigration numbers in the mid-1900s improved the lives of recent immigrants by fostering a stronger safety net for everybody.” As Democrats were reminded in 2022’s midterms, immigration is less popular among working-class Americans of all races than among college graduates. The mayor of my very progressive city, a son of the Black working class, recently sounded like that working-class white ex-Democrat in Ohio when he warned that the arrival of more than 100,000 migrants “will destroy New York.”

    These positions reflect class differences in approaches to morality. Drawing on social-science research, Leonhardt distinguishes between “universal” values such as fairness and compassion, which matter more among educated professionals, and “communal” values such as order, tradition, and loyalty, which count more lower down the class ladder. It shouldn’t be surprising that working-class Americans of color sympathize with migrants but don’t necessarily want an open border, that they fear crime at least as much as police misconduct. But their views confound progressives, who see these issues through the almost metaphysical lens of group identity—the belief that we think inside lines of race, gender, and sexuality, that these accidental and immutable traits dictate our politics.

    illustration with collaged black-and-white photos of Obama, Carter, and Bill Clinton in profile facing a black and white photo of people in construction hats raising American flags on blue and red background
    Illustration by Mike McQuade. Sources: Brooks Kraft / Corbis / Getty; Leif Skoogfors / Getty; Cynthia Johnson / Getty; Bettmann / Getty.

    This worldview provided a sense of meaning to a generation that came of age after 2008, amid upheaval and disillusionment. Because the new progressivism flourished among younger, educated Americans who lived online, its cultural reach was disproportionate, making rapid inroads in universities, schools, media, the arts, philanthropy. But its believers badly overplayed their hand, giving Republicans easy wins and driving away ordinary Democrats. Americans remain a wildly diverse, individualistic, aspirational people, with rising rates of mixed marriage, residential integration, and immigration from all over the world. Any rigid politics of identity—whether the left’s obsession with “marginalized communities,” or its sinister opposite in the reactionary paranoia of “white replacement theory”—is bound to shatter against the realities of American life.

    Identity politics has been a feverish interlude following the demise of the neoliberal consensus that prevailed from Reagan to Obama. What will take its place? Leonhardt hopes for a Democratic Party that learns how not to alienate the nearly two-thirds of Americans without a college degree. He believes that education can be a force for upward mobility, but that the current version of meritocracy—built-in advantage at the top, underfunding below—has created a highly educated aristocracy. He advises a renewed emphasis on economic populism, a hard line on equal rights for all but reasonable compromise on other controversial social issues, and a general attitude of respect. His hero is the martyred Robert F. Kennedy, whose 1968 presidential campaign was the last to unite working-class Americans of all colors.

    A version of the same argument, with less historical depth and feeling but more charts and polemics, can be found in John B. Judis and Ruy Teixeira’s Where Have All the Democrats Gone? The Soul of the Party in the Age of Extremes. Judis and Teixeira have been explaining their earlier book’s thesis for two decades even as the majority of its title kept failing to emerge. Now they diagnose their error: “What began happening in the last decade is a defection, pure and simple, of working-class voters. That’s something that we really didn’t anticipate.” Like Leonhardt, they call on Democrats to embrace New Deal–style “economic liberalism” (but not Green New Deal–style socialism) and to reject “today’s post-sixties version of social liberalism, which is tantamount to cultural radicalism.” In a series of scathing chapters, Judis and Teixeira show how far left the Democrats’ “shadow party” of activists, donors, and journalists has moved in the past 20 years on immigration, race, gender, and climate.

    The authors want a return to the party’s cultural centrism of the ’90s. Instead of decriminalizing the border, which most 2020 Democratic presidential candidates advocated, they call for tighter border security, enforcement of laws that prohibit hiring undocumented immigrants, and a way for those already here to become citizens. They show that middle-ground policies like these and others—the pursuit of racial equality that focuses on expanding opportunity for individuals, not equity of group outcomes; support for equal rights for trans Americans without insisting on a gender ideology that denies biological sex—remain majority views, including among nonwhite Americans. Judis and Teixeira are less persuasive on climate change: Although their gradualism might be politically helpful to Democrats, the country and the planet will be at the mercy of extreme weather that’s indifferent to such messaging.

    Joshua Green’s fast-paced, sober, yet hopeful The Rebels: Elizabeth Warren, Bernie Sanders, Alexandria Ocasio-Cortez, and the Struggle for a New American Politics argues that a Democratic renewal is already under way. Like Leonhardt, Judis, and Teixeira, Green traces the Democrats’ estrangement from working Americans back to the ’70s; he begins his story with a moment in 1978, when Jimmy Carter abandoned unions for Wall Street. The narrative reaches a climax in 2008, when the financial crisis destroyed home values and retirement savings while taxpayer dollars rescued the banks that had triggered it, convincing large numbers of Americans that the system was rigged by financiers and politicians. Because of policy choices by the Obama administration—Democrats’ last spasm of neoliberalism—much of the blame fell on the former party of the common people.

    Yet out of the wreckage rose a new group of Democratic stars who sounded like their New Deal predecessors, many of whom were every bit as radical. Taking aim at corporate elites, Green’s protagonists want to increase economic equality through worker power and state intervention. Though Sanders and Warren failed as presidential candidates, Green argues that their populism transformed the party, including the formerly moderate Joe Biden, who has pushed a remarkably ambitious legislative agenda with working-class interests at its center.

    Green is a first-rate journalist, but his book suffers from a blind spot: It ignores the role of culture in the party’s struggles with the working class. His analysis omits half the story until the 2016 election, when, he acknowledges, Trump “reshuffled Democratic priorities. As he moved cultural issues to the center of national political conflict, race, gender, and immigration eclipsed populist economics as the focus of the liberal insurgency.” In the face of Trump’s bigotry, Democrats felt compelled to adopt the “maximalist” positions of activists, assuming that these would align the party with “the groups on the receiving end of Trump’s ugliest barbs,” such as Latino immigrants. Instead, the party’s working-class losses began to extend beyond white voters. Green’s answer is to double down on economic populism: “Rather than fear the Republicans’ culture wars—or respond to them by racializing policies that benefit everyone—Democrats should take the opportunity to reestablish the party as serving the interests of working people of every race and ethnicity.”

    None of these books offers a shortcut to a new Democratic majority. The erosion of working-class support is too old and too severe to be easily reversed. In fact, it’s the Republican pollster Patrick Ruffini, in Party of the People: Inside the Multiracial Populist Coalition Remaking the GOP, who imagines a coming realignment—for Republicans. Ruffini can’t resist making the case that, in addition to transforming the party, this coalition could become the next permanent majority. To do so, he breezes through some of the same history, and reaches a similar conclusion: Democrats have fallen into a “cosmopolitan trap,” losing their hold on a key constituency in the process.

    Ruffini’s most original contribution is to apply close statistical analysis to the past few election cycles as he builds his case for a Republican multiracial coalition. He supplies strong evidence of the moderate social views of most Black, Latino, and Asian American voters. On that basis, Ruffini doesn’t think Democrats can win back their lost supporters just by changing the subject to class. “Democrats may calculate that, simply by focusing on economic issues, they can keep cultural issues from eating into their base,” but they’re wrong, he writes. “When voters’ economic views and social views are in conflict, one’s social stances more often drive voting behavior … Cultural divides are what voters vote on even if politicians don’t talk about them.” Ruffini offers no data to support this conclusion, but it underpins his counsel for a politician like Biden. Never mind his legislative accomplishments that benefit the working class; what he really needs, Ruffini advises in political-operative mode, is a “hard pivot against the cultural left”—he seems to have in mind a Sister Souljah moment—to neutralize Republican attacks.

    Though Ruffini doesn’t spend much time on economic policy, it’s worth noting that a few high-profile Republicans have recently discovered that monopolistic corporations can be oppressors, that capitalism tears communities apart. Senators Josh Hawley of Missouri and Marco Rubio of Florida, as well as other politicians, limit this insight to their partisan enemies in Silicon Valley, but a few conservative writers, such as Sohrab Ahmari, the author of Tyranny, Inc.: How Private Power Crushed American Liberty—And What to Do About It, are open to ideas of social democracy. This internal party battle between the old libertarians and the new egalitarians doesn’t seem to interest Ruffini; oddly, given his populist ambitions, he remains unmoved by the anti-corporate critique. Nor does he have much to say about the Republican Party’s descent with Trump into authoritarian nihilism.

    Ruffini’s formative years as a professional Republican came during the George W. Bush presidency, and his thinking hasn’t kept up with the America of fentanyl and Matt Gaetz. The populist future of Ruffini’s desires is a wholesome mixture of culturally conservative, “pro-capitalist” families and low taxes. His “commonsense majority” would combine white people who didn’t graduate from college and nonwhite people of all classes, because “the education divide makes a much bigger difference in the attitudes of whites than it does among nonwhites.” It sounds like a twist on the Judis-Teixeira emerging majority of two decades ago. Demography as destiny seduces realigners on both sides.

    Ruffini recognizes that Republicans are a long way from attracting enough nonwhite voters to achieve his majority. But, he argues, if the party battles job discrimination based on a college degree, makes voting Republican socially acceptable among Black Americans, and apologizes for the southern strategy, his goal could be realized by 2036. By then, the Democratic Party would presumably be a pious rump of overeducated white people demanding open borders and anti-racist math.

    These writers are all trying to solve a puzzle: One party supports unions, the child tax credit, and some form of universal health care, while the other party does everything in its power to defeat them. One president passed major legislation to renew manufacturing and rebuild infrastructure, while his predecessor cut taxes on the rich and corporations. Yet polls since 2016 have shown Republicans closing the gap with Democrats on which party is perceived to care more about poor Americans, middle-class Americans, and “people like me.” During these years, the energy on the left has been fueled by an identity politics that resisted Trump and became the orthodoxy of educated progressives, with its own daunting lexicon. Many Democrats fell silent, out of fear or shame or confusion.

    Now, encouraged perhaps by the excesses and failures of a professional-class social-justice movement, and by the relative success of Biden’s pro-worker agenda, they seem to be finding their voice. Judis and Teixeira cite polling data from Wisconsin and Massachusetts as evidence that Americans are less divided on cultural issues than activists on both sides, who benefit by stoking division, would like: “If you look at the country’s voters, and put aside the culture wars, what you find are genuine differences between the parties’ voters over economic issues.” The real disagreements have to do with taxation, regulation, health care, and the larger problem of inequality. Democrats’ way forward seems obvious: emphasize differences on economics by turning left; mute differences on culture by tacking to the middle. If the party can free itself from the moneyed interests of Wall Street and Silicon Valley, and the cultural radicalism of campus and social media, it might start to win in red states.

    I want Leonhardt, Judis, Teixeira, and Green to be right. Having long held the same views, I’m an ideal audience for these books and other new ones making related arguments, such as Yascha Mounk’s The Identity Trap: A Story of Ideas and Power in Our Time, Susan Neiman’s Left Is Not Woke, and Fredrik deBoer’s How Elites Ate the Social Justice Movement. Yet the solutions that some of them propose for the Democrats’ working-class problem leave me with a worrying skepticism. In an age of shredded social bonds and deep distrust of institutions, especially the federal government, we can’t go back to New Deal economics. If Ruffini is right, the culture wars aren’t easily put aside. “Guns and religion,” in Obama’s unfortunate phrase, are genuinely held values, not just proxies for economic grievance; conservative politicians manipulate them, but they aren’t inauthentic. Race and gender are more important categories than class for millions of Americans, especially younger ones. Illegal immigration legitimately vexes citizens living precarious lives. Social issues aren’t manufactured by power-hungry politicians to divide the masses. They matter—that’s why they’re so polarizing.

    The working class is immense, varied, and not all that amenable to being led. It’s more atomized, more independent-minded, more conspiracy-minded and cynical than it was a couple of generations ago. Although unions are gaining popularity and energy, only a tenth of workers belong to one. Abandoned to an unfair economy while the rich freely break the rules, bombarded with images of fame and wealth, awash in drugs, working-class Americans are less likely to identify with underdogs like Rocky and Norma Rae or the defeated heroes of Springsteen songs than to admire celebrities who pursue power for its own sake—none more so than Trump.

    The argument over which matters more, economics or culture, may obsess the political class, but Americans living paycheck to paycheck, ill-served by decades of financial neglect and polarizing culture wars, can’t easily separate the two. All of it—wages, migrants, police, guns, classrooms, trade, the price of gas, the meaning of the flag—can be a source of chaos or of dignity. The real question is this: Can our politics, in its current state, deliver hard-pressed Americans greater stability and independence, or will it only inflict more disruption and pain? The working class isn’t a puzzle whose solution comes with a prize—it isn’t a means to the end of realignment and long-term power. It is a constituency comprising half the country, whose thriving is necessary for the good of the whole.


    This article appears in the January/February 2024 print edition with the headline “What Does the Working Class Really Want?”


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    George Packer

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  • Why a Blue-Leaning Swing State Is Getting Redder

    Why a Blue-Leaning Swing State Is Getting Redder

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    Last week, when The New York Times and Siena College released a poll that showed President Joe Biden in trouble in battleground states, Democrats began to sound apocalyptic. The panic, turbocharged by social media, was disproportionate to what the surveys actually showed. Although the results in my home state, Nevada, were the worst for the president out of the six swing states that were polled, the findings are almost certainly not reflective of the reality here, at least as I’ve observed it and reported on it.

    Nevertheless, they bring to the surface trends that should worry Democrats—and not just in Nevada.

    The Times/Siena data show Donald Trump ahead of Biden in Nevada 52 percent to 41 percent, a much larger margin than the former president’s lead in the other battleground states. Could this be true? I’m skeptical, and I’m not alone. After the poll came out, I spoke with a handful of experts in both parties here, and none thinks Trump is truly ahead by double digits in the state, where he lost by about 2.5 points in the previous two presidential cycles. But Nevada is going to be competitive, perhaps more so than ever.

    Some of the Times/Siena poll’s internal numbers gave me pause. Among registered voters in Clark County, where Las Vegas is located and where 70 percent of the electorate resides, the poll found Trump ahead of Biden 50–45. But Democrats make up 34 percent of active voters in the county, compared with Republicans’ 25 percent, and Biden won Clark by nine percentage points in 2020.

    Other recent polls, not quite as highly rated as Times/Siena’s, have found the presidential race here to be much closer than the Times did. Last month, a CNN poll of registered Nevada voters found Biden and Trump virtually tied. Recent surveys from Emerson College, which has been unreliable in the state in the past, and Morning Consult/Bloomberg both had Trump up three points among likely voters. The Times/Siena polling outfit has a good reputation, but shortly before the 2020 election, it found Biden ahead of Trump in Nevada by six percentage points, more than double Biden’s eventual margin of victory.

    Nevada is difficult to poll for a variety of reasons. Here as much as anywhere else, pollsters tend to underestimate the number of people they need to survey by cellphone to get a representative sample, and they generally don’t do enough bilingual polling in Nevada, where nearly a third of the population is Hispanic. Nevada also has a transient population, lots of residents working 24/7 shifts, and an electorate that’s less educated than most other states’. (“I love the poorly educated,” Trump said after winning Nevada’s Republican caucuses in 2016.) The polling challenge has become only more acute, because nonpartisan voters now outnumber Democrats and Republicans in Nevada, making it harder for pollsters to accurately capture the Democratic or Republican vote. (Since 2020, a state law has allowed voters to register at the DMV, and if they fail to do so, their party affiliation is defaulted to independent.)

    Nevada matters in presidential elections, but we are also, let’s face it, a tad weird.

    Still, Democrats have reasons to worry. Nevada was clobbered by COVID disproportionately to the rest of the country, because our economy is so narrowly focused on the casino industry. The aftereffects—unemployment, inflation—are still very much being felt here. Nevada’s jobless rate is the highest in the country, at 5.4 percent. That’s down dramatically from an astonishing 28.2 percent in April 2020, when the governor closed casinos for a few months. Although the situation has clearly improved, many casino workers still haven’t been rehired.

    Democrat Steve Sisolak was the only incumbent governor in his party to lose in 2022, and his defeat was due at least partly to the fallout from COVID. Fairly or not, President Biden wears a lot of that too, as all presidents do when voters are unhappy with the economy. The Morning Consult/Bloomberg poll illuminated the bleak pessimism of Nevada voters, 76 percent of whom think the U.S. economy is going in the wrong direction.

    Here, as elsewhere, voters are also concerned about Biden’s age, and that informs their broader views of him. Sixty-two percent of Nevadans disapprove of Biden’s performance, according to the Times, and only 40 percent have a favorable impression of him. Trump’s numbers, although awful—44 percent see him favorably—are better than Biden’s here, as well as in some blue or bluish states.

    In Nevada, and in general, Biden is losing support among key groups—young and nonwhite voters. The Times/Siena poll found Biden and Trump tied among Hispanics in the state, despite the fact that Latinos have been a bedrock of the Democratic base here for a decade and a half. In the 2022 midterms, polls taken early in the race showed Catherine Cortez Masto, the first Latina elected to the U.S. Senate, losing Hispanic support, though her campaign managed to reverse that trend enough to win by a very slim margin.

    Democratic presidential nominees have won Nevada in every election since 2008. Democrats also hold the state’s two U.S. Senate seats and three of the four House seats, and the party dominates both houses of the legislature. But the state has been slowly shifting to the right—not just in polling but in Election Day results. In 2020, Nevada was the only battleground state that saw worse Democratic performance compared with 2016, unless you include the more solidly red Florida. Nevada’s new Republican governor, Joe Lombardo, is building a formidable political machine. Republicans have made inroads with working-class white voters here, leaving Democrats with an ever-diminishing margin of error.

    Abortion, an issue that was crucial to Cortez Masto’s narrow victory, could help Biden in Nevada. The Times/Siena poll showed that only a quarter of Nevadans think abortion should be always or mostly illegal. A 1990 referendum made abortion up to 24 weeks legal here, and the law can be changed only by another popular vote. Democrats in Nevada, though, want to take those protections a step further next year and are trying to qualify a ballot measure that would amend the state constitution to guarantee the right to abortion. As the off-year elections last week showed, that issue, more than the choice between Biden and Trump, could be what saves the president a year from now. Nevada also has a nationally watched Senate race in 2024, in which the incumbent Democrat, Jacky Rosen, has already signaled that she will mimic her colleague Cortez Masto and put abortion front and center in her campaign.

    So many events could intervene between now and next November, foreign and/or domestic, and we have yet to see how effective the Trump and Biden campaigns will be, assuming that each man is his party’s nominee. Democratic Senator Harry Reid was deeply unpopular here in 2009, then got reelected by almost six percentage points; Barack Obama was thought to be in trouble in 2011, then won Nevada and reelection.

    Democrats clearly hope that if Trump becomes the Republican nominee, many voters will see the election as a binary choice and will back Biden. But if the election instead becomes a referendum on Biden’s tenure, including the economy he has presided over, Trump could plausibly win Nevada—and the Electoral College.

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    Jon Ralston

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  • What It Would Take to Beat Trump in the Primaries

    What It Would Take to Beat Trump in the Primaries

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    This should be a window of widening opportunity and optimism for the Republicans chasing Donald Trump, the commanding front-runner in the 2024 GOP presidential race.

    Instead, this is a time of mounting uncertainty and unease.

    Rather than undermine Trump’s campaign, his indictment last week for mishandling classified documents has underscored how narrow a path is available for the candidates hoping to deny him the nomination. What should have been a moment of political danger for Trump instead has become another stage for him to demonstrate his dominance within the party. Almost all GOP leaders have reflexively snapped to his defense, and polls show that most Republican voters accept his vitriolic claims to be the victim of a politicized and illegitimate prosecution.

    As GOP partisans rally around him amid the proliferating legal threats, recent national surveys have routinely found Trump attracting support from more than 50 percent of primary voters. Very few primary candidates in either party have ever drawn that much support in polls this early in the calendar. In an equally revealing measure of his strength, the choice by most of the candidates running against Trump to echo his attacks on the indictment shows how little appetite even they believe exists within the party coalition for a full-on confrontation with him.

    The conundrum for Republicans is that polls measuring public reaction to Trump’s legal difficulties have also found that outside the Republican coalition, a significant majority of voters are disturbed by the allegations accumulating against him. Beyond the GOP base, most voters have said in polls that they believe his handling of classified material has created a national-security risk and that he should not serve as president again if he’s convicted of a crime. Such negative responses from the broader electorate suggest that Trump’s legal challenges are weakening him as a potential general-election candidate even as they strengthen him in the primary. It’s as if Republican leaders and voters can see a tornado on the horizon—and are flooring the gas pedal to reach it faster.

    This far away from the first caucuses and primaries next winter—and about two months from the first debate in August—the other candidates correctly argue that it’s too soon to declare Trump unbeatable for the nomination.

    Republicans skeptical of Trump hold out hope that GOP voters will grow weary from the cumulative weight of the multiple legal proceedings converging on him. And he still faces potential federal and Fulton County Georgia charges over his role in trying to overturn the 2020 election.

    Republican voters “are going to start asking who else is out there, who has a cleaner record, and who is not going to have the constant political volleying going on in the background of their campaign,” Dave Wilson, a prominent Republican and social-conservative activist in South Carolina, told me. “They are looking for someone they can rally behind, because Republicans really want to defeat Joe Biden.”

    Scott Reed was the campaign manager in 1996 for Bob Dole’s presidential campaign and is now a co-chair of Committed to America, a super PAC supporting Mike Pence. Reed told me he also believes that “time is Trump’s enemy” as his legal troubles persist. The belief in GOP circles that “the Department of Justice is totally out of control” offers Trump an important shield among primary voters, Reed said. But he believes that as the details about Trump’s handling of classified documents in the latest indictment “sink in … his support is going to begin to erode.” And as more indictments possibly accumulate, Reed added, “I think the repetition of these proceedings will wear him down.”

    Yet other strategists say that the response so far among both GOP voters and elected officials raises doubts about whether any legal setback can undermine Trump’s position. (The party’s bottomless willingness throughout his presidency to defend actions that previously had appeared indefensible, of course, points toward the same conclusion.) The veteran GOP pollster Whit Ayres has divided the GOP electorate into three categories: about 10 percent that is “never Trump,” about 35 percent that is immovably committed to him, and about half that he describes as “maybe Trump,” who are generally sympathetic to the former president and supportive of his policies but uneasy about some of his personal actions and open to an alternative.

    Those “maybe Trump” voters are the key to any coalition that can beat him in the primary race, Ayres told me, but as the polls demonstrate, they flock to his side when he’s under attack. “Many of them had conflict with siblings, with parents, sometimes with children, sometimes even with spouses, about their support for Donald Trump,” Ayres said. “And they are very defensive about it. That makes them instinctively rally to Donald Trump’s defense, because if they suggest in any way that he is not fit for office, then that casts aspersions on their own past support for him.”

    This reflex helps explain the paradoxical dynamic of Trump’s position having improved in the GOP race since his first indictment in early April. A national CBS survey conducted after last week’s federal indictment found his support in the primary soaring past 60 percent for the first time, with three-fourths of Republican voters dismissing the charges as politically motivated and four-fifths saying he should serve as president even if convicted in the case.

    The Republicans dubious of Trump focus more on the evidence in the same surveys that voters outside the GOP base are, predictably, disturbed by the behavior alleged in the multiplying cases against him. Trump argues that Democrats are concocting these allegations because they fear him more than any other Republican candidate, but Wilson accurately pointed out that many Democrats believe Trump has been so damaged since 2020 that he might be the easiest GOP nominee to beat. “I don’t think Democrats really want someone other than Trump,” Wilson said. Privately, in my conversations with them, plenty of Democratic strategists agree.

    Ayres believes that evidence of the resistance to Trump in the wider electorate may eventually cause more GOP voters to think twice about nominating him. Polls have usually found that most Republican voters say agreement on issues is more important for them in choosing a nominee than electability. But Ayres said that in focus groups he’s conducted, “maybe Trump” voters do spontaneously raise concerns about whether Trump can win again given everything that’s happened since Election Day, including the January 6 insurrection. “Traditionally an electability argument is ineffective in primaries,” Ayres said. “The way the dynamic usually works is ‘I like Candidate X, therefore Candidate X has the best chance to win.’ The question is whether the electability argument is more potent in this situation than it was formerly … and the only answer to that is: We will find out.” One early measure suggests that, for now, the answer remains no. In the new CBS poll, Republicans were more bullish on Trump’s chances of winning next year than on any other candidate’s.

    Another reason the legal proceedings haven’t hurt Trump more is that his rivals have been so reluctant to challenge him over his actions—or even to make the argument that multiple criminal trials would weaken him as a general-election candidate. But there are some signs that this may be changing: Pence, Nikki Haley, and Tim Scott this week somewhat criticized his behavior, though they were careful to also endorse the former president’s core message that the most recent indictment is illegitimate and politically motivated. Some strategists working in the race believe that by the first Republican debate in August, the other candidates will have assailed Trump’s handling of the classified documents more explicitly than they are now.

    Still, Trump’s fortifications inside the party remain formidable against even a more direct assault. Jim McLaughlin, a pollster for Trump’s campaign, points out that 85 to 90 percent of Republicans approve of his record as president. In 2016, Trump didn’t win an absolute majority of the vote in any contest until his home state of New York, after he had effectively clinched the nomination; now he’s routinely drawing majority support in polls.

    In those new national polls, Trump is consistently attracting about 35 to 40 percent of Republican voters with a four-year college degree or more, roughly the same limited portion he drew in 2016. But multiple recent surveys have found him winning about 60 percent of Republican voters without a college degree, considerably more than he did in 2016.

    McLaughlin maintains that Trump’s bond with non-college-educated white voters in a GOP primary is as deep as Bill Clinton’s “connection with Black voters” was when he won the Democratic primaries a generation ago. Ayres, though no fan of Trump, agrees that the numbers he’s posting among Republicans without a college degree are “breathtaking.” That strength may benefit Trump even more than in 2016, because polling indicates that those non-college-educated white voters will make up an even bigger share of the total GOP vote next year, as Trump has attracted more of them into the party and driven out more of the suburban white-collar white voters most skeptical of him.

    But if Trump looks stronger inside the GOP than he was in 2016, Florida Governor Ron DeSantis may also present a more formidable challenger than Trump faced seven years ago. On paper, DeSantis has more potential than any of the 2016 contenders to attract the moderate and college-educated voters most dubious of Trump and peel away some of the right-leaning “maybe Trump” voters who like his policies but not his behavior. The optimistic way of looking at Trump’s imposing poll numbers, some GOP strategists opposed to him told me, is that he’s functionally the incumbent in the race and still about half of primary voters remain reluctant to back him. That gives DeSantis an audience to work with.

    In practice, though, DeSantis has struggled to find his footing. DeSantis’s choice to run at Trump primarily from his right has so far produced few apparent benefits for him. DeSantis’s positioning has caused some donors and strategists to question whether he would be any more viable in a general election, but it has not yet shown signs of siphoning away conservative voters from Trump. Still, the fact that DeSantis’s favorability among Republicans has remained quite high amid the barrage of attacks from Trump suggests that if GOP voters ultimately decide that Trump is too damaged, the Florida governor could remain an attractive fallback option for them.

    Whether DeSantis or someone else emerges as the principal challenger, the size of Trump’s advantage underscores how crucial it will be to trip him early. Like earlier front-runners in both parties, Trump’s greatest risk may be that another candidate upsets him in one of the traditional first contests of Iowa and New Hampshire. Throughout the history of both parties’ nomination contests, such a surprise defeat has tended to reset the race most powerfully when the front-runner looks the most formidable, as Trump does now. “If Trump is not stopped in Iowa or New Hampshire, he will roll to the nomination,” Reed said.

    Even if someone beats Trump in one of those early contests, though, history suggests that they will still have their work cut out for them. In every seriously contested Republican primary since 1980, the front-runner as the voting began has been beaten in either Iowa or New Hampshire. That unexpected defeat has usually exposed the early leader to a more difficult and unpredictable race than he expected. But the daunting precedent for Trump’s rivals is that all those front-runners—from Ronald Reagan in 1980 to George W. Bush in 2000 to Trump himself in 2016—recovered to eventually win the nomination. In his time as a national figure, Trump has shattered a seemingly endless list of political traditions. But to beat him next year, his GOP rivals will need to shatter a precedent of their own.

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    Ronald Brownstein

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  • Joe Biden Isn’t Popular. That Might Not Matter in 2024.

    Joe Biden Isn’t Popular. That Might Not Matter in 2024.

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    By almost any historic yardstick, President Joe Biden is beginning the reelection campaign he formally announced today in a vulnerable position.

    His job-approval rating has consistently come in at 45 percent or less; in several recent high-quality national polls, it has dipped closer to 40 percent. In surveys, three-fourths or more of Americans routinely express dissatisfaction with the economy. And a majority of adults have repeatedly said that they do not want him to seek a second term; that figure rose to 70 percent (including just more than half of Democrats) in a national NBC poll released last weekend.

    Those are the sort of numbers that have spelled doom for many an incumbent president. “Compared to other presidents, Biden’s approval is pretty low [about] a year and a half from Election Day,” says Alan Abramowitz, a political scientist at Emory University, in Atlanta. “It’s not where you want to be, for sure.”

    And yet despite Biden’s persistently subpar public reviews, there’s no sense of panic in the Democratic Party about his prospects. No serious candidate has emerged to challenge him for the party’s 2024 presidential nomination. No elected leaders have called on him to step aside. And though some top Democratic operatives have privately expressed concern about Biden’s weak standing in polls, almost every party strategist I spoke with leading up to his announcement said they consider him the favorite for reelection.

    There are many reasons for this gap between the dominant views about Biden’s immediate position and his eventual prospects in the 2024 race. But the most important reason is encapsulated in the saying from Biden’s father that he often quotes in speeches: “Don’t compare me to the Almighty; compare me to the alternative.” Most Democrats remain cautiously optimistic that whatever concerns Americans might hold about the state of the economy and Biden’s performance or his age, a majority of voters will refuse to entrust the White House to Donald Trump or another Republican nominee in his image, such as Florida Governor Ron DeSantis.

    “I think there’s no question that neither Trump nor Biden are where they want to be, but … if you project forward, it’s just easier to see a path for victory for Biden than for Trump or DeSantis,” says the Democratic strategist Simon Rosenberg, who was one of the few analysts in either party to question the projections of a sweeping red wave last November.

    Rosenberg is quick to caution that in a country as closely split as the U.S. is now, any advantage for Biden is hardly insurmountable. Not many states qualify as true swing states within reach for both sides next year. And those states themselves are so closely balanced that minuscule shifts in preferences or turnout among almost any constituency could determine the outcome.

    The result is that control over the direction for a nation of 330 million people could literally come down to a handful of neighborhoods in a tiny number of states—white-collar suburbs of Detroit, Philadelphia, Phoenix, and Atlanta; faded factory towns in Wisconsin and Pennsylvania; working-class Latino neighborhoods in Las Vegas; and small-town communities across Georgia’s Black Belt. Never have so few people had such a big impact in deciding the future of American politics,” Doug Sosnik, the chief White House political adviser for Bill Clinton, told me.

    On an evenly matched battlefield, neither side can rest too comfortably about its prospects in the 2024 election. But after Trump’s upset victory in 2016, Republicans have mostly faced disappointing results in the elections of 2018, 2020, and 2022. Across those campaigns, a powerful coalition of voters—particularly young people, college-educated white voters, those who don’t identify with any organized religion, and people of color, mostly located in large metropolitan centers—have poured out in huge numbers to oppose the conservative cultural and social vision animating the Trump-era Republican Party. Many of those voters may be unenthusiastic about Biden, but they have demonstrated that they are passionate about keeping Trump and other Republicans from controlling the White House and potentially imposing their restrictive agenda nationwide. Biden previewed how he will try to stir those passions in his announcement video Tuesday: Far more than most of his speeches, which typically emphasize kitchen-table economics, the video centers on portraying “MAGA extremists” as a threat to democracy and “bedrock freedoms” through restrictions on abortion, book bans, and rollbacks of LGBTQ rights.

    “The fear of MAGA has been the most powerful force in American politics since 2018, and it remains the most powerful force,” Rosenberg told me. “It’s why Democrats did so much better than the fundamentals [of public attitudes about Biden and the economy] in 2022, and that will be the case again this time.”

    After the Democrats’ unexpectedly competitive showing in the midterm election, Biden’s approval rating ticked up. But in national polls it has sagged again. Recent surveys by The Wall Street Journal, NBC, and CNBC each put Biden’s approval rating at 42 percent or less.

    Sosnik said the pivotal period for Biden is coming this fall. Historically, he told me, voter assessments of an incumbent president’s performance have hardened between the fall of their third year in office and the late spring of their fourth. The key, he said, is not a president’s absolute level of approval in that period but its trajectory: Approval ratings for Ronald Reagan, Clinton, and Barack Obama, each of whom won reelection, were all clearly rising by early in their fourth year. By contrast, the approval ratings over that period fell for George H. W. Bush and remained stagnant for Trump. Each lost his reelection bid. Economists and pollsters say voters tend to finalize their views about the economy over roughly the same period and once again tend to put less weight on the absolute level of conditions such as inflation and unemployment than on whether those conditions are improving or deteriorating.

    With that crucial window approaching, Biden will benefit if inflation continues to moderate as it has over the past several months. He also could profit from more time for voters to feel the effects of the massive wave of public and private investment triggered by his trio of major legislative accomplishments: the bipartisan infrastructure and semiconductor bills, and the climate provisions of the Inflation Reduction Act.

    But Biden also faces the risk that the economy could tip into recession later this year, which some forecasters, such as Larry Summers, the former Clinton Treasury Secretary who predicted the inflationary surge, still consider likely.

    If a recession does come, the best scenario for Biden is that it’s short and shallow and further tamps down inflation before giving way to an economic recovery early in 2024. But even that relatively benign outcome would make it difficult for him to attract more supporters in the period through next spring when voters traditionally have solidified their verdicts on a president’s performance.

    That means that, to win reelection, Biden likely will need to win an unusually large share of voters who are at least somewhat unhappy over conditions in the country and ambivalent or worse about giving him another term. Historically that hasn’t been easy for presidents.

    For those who think Biden can break that pattern, last November’s midterm election offers the proof of concept. Exit polls at the time showed that a solid 55 percent majority of voters nationwide disapproved of Biden’s job performance and that three-fourths of voters considered the economy in only fair or poor shape. Traditionally such attitudes have meant disaster for the party holding the White House. And yet, Democrats minimized the GOP gains in the House, maintained control of the Senate, and won governorships in most of the key swing states on the ballot.

    In 2022, the exit polls showed that Democrats, as the party holding the White House, were routed among voters with intensely negative views about conditions. That was typical for midterm elections. But Democrats defused the expected “red wave” by winning a large number of voters who were more mildly disappointed in Biden’s performance and/or the economy.

    For instance, with Trump in the White House during the 2018 midterms, Republicans won only about one in six voters in House elections who described the economy as “not so good,” according to exit polls; in 2020, Trump, as the incumbent president, carried only a little more than one-fifth of them. But in 2022, Democrats won more than three-fifths of voters who expressed that mildly negative view of the economy.

    Similarly, in the 2010 midterm elections, according to exit polls, two-thirds of voters who “somewhat disapproved” of Obama’s performance as president voted against Democrats running for the House; almost two-thirds of the voters who “somewhat disapproved” of Trump likewise voted against Republicans in 2018. But in 2022, the exit polls found that Democrats surprisingly carried almost half of the voters who “somewhat disapproved” of Biden.

    The same pattern persisted across many of the key swing states likely to decide the 2024 presidential race: Democrats won the governors’ contests in Arizona, Michigan, Pennsylvania, and Wisconsin, and Senate races in Arizona, Pennsylvania, and Georgia, even though the exit polls found a majority of voters in each state said they disapproved of Biden’s performance. Winning Democratic gubernatorial candidates such as Gretchen Whitmer in Michigan, Josh Shapiro in Pennsylvania, and Katie Hobbs in Arizona each carried at least 70 percent of voters who described the economy as “not so good.”

    Why did Democrats so exceed the usual performance among voters dissatisfied with the country’s direction? The answer is that many of those voters rejected the Republican Party that Trump has reshaped in his image. The exit polls found that Trump was viewed even more unfavorably than Biden in several of the swing states, including Arizona, Pennsylvania, and Wisconsin. And nationally, more than two-fifths of voters who expressed negative views about the economy also said they considered the GOP “too extreme.” Particularly on social issues such as abortion rights and gun control, the 2022 results demonstrated that “Trump and these other Republicans have painted themselves into a corner in order to appeal to their base,” Abramowitz told me.

    Biden may expand his support by next year, especially in the battleground states, if economic conditions improve or simply because he may soon start spending heavily on television advertising touting his achievements, such as new plant openings. But more important than changing minds may be his ability to replicate the Democrats’ success in 2022 at winning voters who aren’t wild about him but dislike Trump and the GOP even more. “While there are not an overwhelming number of people who are tremendously favorable to Biden, I just don’t think there is an overwhelming number of persuadable people who hate him,” says Tad Devine, a long-time Democratic strategist. “They hate the other guy.” A new NPR/PBS NewsHour/Marist poll released today offered one concrete measure of that dynamic: In an echo of the 2022 pattern, three-fourths of the adults who said they mildly disapproved of Biden’s performance in office nonetheless said they did not want a second term for Trump.

    Lynn Vavreck, a political scientist at UCLA, told me that dynamic would likely prove powerful for many voters. Even Democratic-leaning voters who say they don’t want Biden to run again, she predicted, are highly likely to line up behind him once the alternative is a Republican nominee whose values clash with their own. “The bottom line is that on Election Day, that Democratic nominee, even the one they didn’t want to run again, is going to be closer to most people’s vision of the world they want to live in than the Republican alternative,” she said.

    In both parties, many analysts agree that in a Biden-Trump rematch, the election would probably revolve less around assessments of Biden’s performance than the stark question of whether voters are willing to return Trump to power after the January 6 insurrection and his efforts to overturn the 2020 election. “President Biden by every conventional standard is a remarkably weak candidate for reelection,” the longtime Republican pollster Bill McInturff told me in an email. But “Biden’s greatest strength,” McInturff continued, may be the chance to run again against Trump, who “is so terrific at sucking up all the political oxygen, he becomes the issue on which the election gets framed, not the terrible economy or the level of Americans’ dissatisfaction with the direction of the country.”

    On both sides, there’s greater uncertainty about whether DeSantis could more effectively exploit voters’ hesitation about Biden. Many Democrats and even some Republicans believe that DeSantis has leaned so hard into emulating, and even exceeding, Trump’s culture-war agenda that the Florida governor has left himself little chance of recapturing the white-collar suburban voters who have keyed the Democratic recovery since 2018. But others believe that DeSantis could get a second look from those voters if he wins the nomination, because he would be introduced to them largely by beating Trump. Although Devine told me, “I do not see a path to the presidency in the general election for Donald Trump,” he said that “if DeSantis were to be able to get rid of Trump and get the credit for getting rid of Trump…I think it’s fundamentally different.”

    One thing unlikely to change, whomever Republicans nominate, is how few states, or voters, will effectively decide the outcome. Twenty-five states voted for Trump in both 2016 and 2020, and the strategists planning the Biden campaign see a realistic chance to contest only North Carolina among them. Republicans hope to contest more of the 25 states that voted for Biden, but after the decisive Democratic victories in Michigan and Pennsylvania in 2022, it’s unclear whether either is within reach for the GOP next year. The states entirely up for grabs might be limited to just four that Biden carried last time: Arizona, Georgia, Nevada, and Wisconsin. And as the decisive liberal win in the recent state-supreme-court election in Wisconsin showed, winning even that state, like Michigan and Pennsylvania, may be an uphill battle for any Republican presidential nominee viewed as a threat to abortion rights.

    In their recent book, The Bitter End, Vavreck and her co-authors, John Sides and Chris Tausanovitch, describe hardening loyalties and a shrinking battlefield as a form of electoral “calcification.” That process has left the country divided almost in half between two durable but divergent coalitions with antithetical visions of America’s future. “We are fighting at the margins again,” Vavreck told me. “The 2020 election was nearly a replica of 2016, and I think that largely this 2024 election is going to be a repeat of 2020 and 2016.” Whatever judgment voters ultimately reach about Biden’s effectiveness, or his capacity to handle the job in his 80s, this sorting process virtually guarantees another polarized and precarious election next year that turns on a small number of voters in a small number of states.

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    Ronald Brownstein

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  • The Election You Shouldn’t Look Away From

    The Election You Shouldn’t Look Away From

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    The most important election of 2023 may also offer crucial insights into the most important election of 2024.

    Next Tuesday’s vote for an open seat on the Wisconsin Supreme Court has been justifiably described as the most consequential election in the nation this year, because it will determine whether liberals or conservatives control a majority of the body. The election’s outcome will likely decide whether abortion in the state is completely banned and whether the severely gerrymandered state legislative maps that have locked in overwhelming Republican majorities since 2011 are allowed to remain in place.

    But the contest between the liberal Milwaukee County Circuit Court judge Janet Protasiewicz and the conservative former state-supreme-court justice Dan Kelly has also become a revealing test of the electoral strength of the most powerful wedge issues that each party is likely to stress in next year’s presidential race.

    Protasiewicz and her allies have centered her campaign on portraying Kelly as a threat to legal abortion and an accomplice in Donald Trump’s schemes to undermine democracy—the same issues that helped Democrats perform unexpectedly well in last November’s elections. Kelly and his allies have centered his campaign on presenting Protasiewicz as soft on crime, the same accusation that Republicans stressed in many of their winning campaigns last year.

    With the choice framed so starkly, in a state that has been so evenly balanced between the parties, Tuesday’s result will measure which of those arguments remains more potent, particularly among the suburban voters who loom as the critical swing bloc in 2024’s presidential contest.

    If Kelly wins, after being significantly outspent on television, it would underscore how much risk Democrats face from rising public anxiety about crime. But a Protasiewicz win, which most political observers in Wisconsin expect, would suggest that support for legalized abortion has accelerated the recoil from the Trump-era GOP that is already evident among college-educated suburban voters. And such a shift could restore a narrow but decisive advantage for Democrats in a state at the absolute tipping point of presidential elections.

    The margins are still very narrow, and of course the economy and other issues will come into play next year, but if it simply becomes a test between abortion and crime, I would say yes, [abortion] is more powerful by a slight, slight margin,” says Paul Maslin, a Democratic pollster who has worked in Wisconsin for decades.

    Like the state itself, the Wisconsin Supreme Court is closely divided. Conservatives now hold a 4–3 majority (though Brian Hagedorn, one of the four conservative justices, has voted with the liberals on some key cases, particularly four rulings denying Trump’s effort to overturn the state’s 2020 election results). The retirement of a conservative justice has provided Democrats this opportunity to secure a 4–3 liberal majority.

    Though Tuesday’s election is technically nonpartisan, the race has become a brawl between the two parties. The state GOP is mounting an extensive get-out-the-vote campaign for Kelly, who was appointed to the state supreme court by Republican then-Governor Scott Walker to fill an unexpired term in 2016 before losing his bid for a full term in 2020. State Democrats, meanwhile, have raised and transferred millions of dollars into the campaign for Protasiewicz, who served as an assistant county district attorney before winning election as a county-circuit-court judge . The tension between the race’s openly partisan character and traditional notions of judicial neutrality and nonpartisanship has itself become a central point of contention in the campaign.

    Protasiewicz has pushed the envelope for a judicial candidate by offering voters explicit declarations of her views. She has unequivocally affirmed her support for legal abortion, described the gerrymandered state legislative maps as “rigged,” and declared that the signature legislation Walker passed to eviscerate the power of the state’s public-sector unions is unconstitutional. But in the next breath she insists that those views—which she calls her “values”—will not affect her decisions on the bench.

    The juxtaposition of those two assertions can be head-spinning. At a forum this week on the University of Wisconsin at Milwaukee campus, Protasiewicz declared, “I’ve been very clear with everybody that I think women should have a right to choose. Obviously, I can’t comment about what I would do on any case. That robe goes on; my personal opinions go out the door.”

    After her appearance, I asked Protasiewicz why her “values” should matter to voters if they are irrelevant once she dons her judicial robe. “I truly believe that people have an absolute right to know what a candidate’s personal thoughts and personal values are,” she answered. Even if, I asked, they are irrelevant to your decisions? “I put them aside,” she said.

    Kelly and other Republicans have argued that Protasiewicz’s candid expression of her “values” renders her too partisan for a judicial position. (At the Milwaukee forum, the conservative state-supreme-court justice Rebecca Bradley, appearing for Kelly, maintained that Protasiewicz would be forced to recuse herself from cases involving abortion, redistricting, and other issues because she has expressed such clear positions on them—a view that other legal experts reject.) But Kelly is, to say the least, an imperfect messenger for the argument that anyone else is too biased. He has been far more involved than Protasiewicz in direct partisan activities: Kelly has served as a paid legal adviser to the state’s leading anti-abortion group as well as to the state Republican Party.

    Andrew Hitt, the former state GOP chairman, testified to the congressional committee investigating the January 6 insurrection that he had “pretty extensive conversations” with Kelly and another lawyer about the fake-electors scheme that Trump supporters developed after the 2020 election in order to overturn President Joe Biden’s victory in Wisconsin. Kelly says his involvement was limited to a single 30-minute conversation in which he explained he was not “in the loop” on the plans. But at the sole debate between the candidates earlier this month, Protasiewicz described Kelly as “a true threat to our democracy.”

    In the past, local observers say, Wisconsin Supreme Court elections have more narrowly centered on debates about crime and criminal justice (even though the court isn’t directly involved in handing down sentences). “Law-and-order candidates have traditionally done very well,” Mark Jefferson, the executive director of the state Republican Party, told me.

    Kelly is running in that tradition. Ads from his campaign’s final days are focused almost exclusively on lashing Protasiewicz over rulings she made to sentence a rapist and other violent offenders to limited or no jail time. So many sheriffs are appearing in Kelly ads that it’s reasonable to wonder who is still patrolling the state’s highways this week.

    Protasiewicz has responded with ads defending her record on crime, and also jabbing Kelly over his work as a criminal-defense attorney. But mostly her advertising has insisted that Kelly would uphold the 1849 state abortion ban that snapped back into effect when the U.S. Supreme Court last year overturned Roe v. Wade. (Both sides agree that the state supreme court will eventually need to decide whether to sustain or strike down that law, which prohibits abortions in almost all cases, and is now being challenged in a lower state court.) Protasiewicz and the groups supporting her are heavily stressing abortion in their ads and have aired nearly four times as many ads across all subjects as Kelly and his backers, according to AdImpact, a group that tracks ad purchases. (That disparity exists largely because Democrats have raised enough money to allow her to buy the ads directly through her campaign, which receives lower rates, while Kelly’s relying mostly on outside groups that must pay higher rates.)

    That huge tactical advantage for her is one reason some observers are cautious about drawing too many conclusions from next week’s outcome. Conversely, Trump’s indictment yesterday might inspire enough Republican turnout to lift Kelly, especially because far fewer people vote in these off-year contests than on a typical November Election Day.

    Yet a Protasiewicz win could put an exclamation point on a subtle but discernible shift in the state’s political direction.

    Though close elections are usually the rule in Wisconsin, early in this century it often leaned Democratic. The state was part of what I termed the “blue wall”: the 18 states that voted for Democratic presidential candidates in all six elections from 1992 through 2012. (Democrats actually started their Wisconsin presidential winning streak in 1988.) Democrats also controlled both U.S. Senate seats throughout most of that same period, and the governorship for two terms after 2002.

    But the tide began to shift around 2010, with the election of Republican Governor Walker and a GOP sweep of the state legislature. In 2016, two years after Walker won reelection, Trump dislodged Wisconsin from the blue wall, carrying it by 22,748 votes. Like Trump’s 2016 victories in Pennsylvania and Michigan, which had also been part of the “blue wall,” the former president’s Wisconsin breakthrough symbolized his success at forging a winning coalition that revolved around massive margins among non-college-educated and non-urban white voters.

    Charles Franklin, the director of the Marquette Law School poll in the state, says Wisconsin today remains divided almost evenly between the parties: 45 percent of voters identify as Republicans, 44 percent as Democrats, and the rest are unaffiliated. Yet since Trump’s initial victory, Democrats have won most of the state’s key contests. The Democrat Tony Evers beat Walker for governor by about 30,000 votes in 2018 and won reelection by triple that amount last year. In 2018, Democratic Senator Tammy Baldwin won a landslide reelection. Democrats also won big in state-supreme-court elections in 2018 and 2020. Biden carried the state by about 21,000 votes in 2020. The major Republican victories over this period have been narrow ones: Hagedorn’s 6,000-vote 2019 win for the state supreme court and the roughly 27,000-vote win last November by GOP Senator Ron Johnson over the Democrat Mandela Barnes.

    Those results suggest that Democrats have come out slightly ahead from the demographic and geographic re-sorting of the electorate that Trump accelerated here. As in states across the country, Republicans have grown stronger in heavily blue-collar and white rural areas, primarily across Wisconsin’s northern and western counties where Democrats once competed effectively. But Democrats have been boosted by offsetting gains in the state’s most populous cities and towns, many of them relatively more racially diverse or better educated. (About 90 percent of Wisconsin voters are white.)

    Craig Gilbert, a fellow with Marquette University Law School’s Lubar Center for Public Policy Research and Civic Education, calculated that from the 2018–22 governor races, Evers improved his performance in all 30 communities that cast the most votes except for Kenosha (where he was hurt by a backlash against the 2020 riots over the police shooting of a Black man in the city). The places where Republicans are winning “simply aren’t growing,” while Democrats are generally improving in the places that are adding population, Devin Remiker, the executive director of the Wisconsin Democratic Party, told me. “It’s getting harder and harder for them to keep up with that trend.”

    Democrats have benefited from improved showings mostly in two areas. One is the so-called WOW suburban counties (Waukesha, Ozaukee, and Washington) around Milwaukee. Though the GOP still comfortably wins all three, Democrats have noticeably narrowed its margins. As Gilbert calculated, in Waukesha, which he described as “the most important Republican county in Wisconsin,” 21 communities have shifted at least 20 points toward the Democrats in gubernatorial races since 2014.

    Even more significant has been the explosive Democratic gains in Dane County, the highly educated hub for biotech, insurance, and government jobs centered on the city of Madison, home to both the flagship campus of the University of Wisconsin and the state capital. The Democratic share of the vote in Dane County has increased from about 70 percent for Hillary Clinton in 2016 to 75 percent for Biden in 2020 to 79 percent for Evers in 2022; Dane actually provided Evers a larger net vote margin than Milwaukee County did, something that would have been almost unimaginable even a decade ago. Franklin says Dane has become a triple threat for Democrats: “It is growing fast, the turnout keeps rising, and the lopsided partisan margins keep growing.”

    The flip side of the Democrats’ improving performance in Dane and the Milwaukee suburbs is rising concern in the party about lackluster turnout among Black voters, especially in Milwaukee. Some local leaders fear that a political competition between the parties focusing more on social issues such as abortion simply doesn’t engage enough lower-income Black voters, who are focused more on material needs such as jobs and health care. “If people feel like their issues are not going to be reflected, they are going to sit out,” Angela Lang, the executive director of the group Black Leaders Organizing for Communities, told me.

    Lagging Milwaukee turnout next week would be another signal that Democrats, as in 2020, continue to face challenges not only with non-college-educated whites, but also with blue-collar voters of color. But if abortion rights, in effect, trump crime and allow Protasiewicz to extend the Democrats’ gains in white-collar suburbs, that could signal trouble for anti-abortion Republican presidential candidates in 2024—not only in Wisconsin but in the suburbs of any swing state. The Democrats’ rural and inner-city troubles in Wisconsin, which still might allow Kelly to eke out an upset win, testify to the fragility of a modern Democratic coalition bonded less by economic interests than by cultural values. But a Protasiewicz win, in a state that Republicans probably must recapture to regain the White House in 2024, would demonstrate again that there’s formidable power in that new coalition too.

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    Ronald Brownstein

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  • The Topic Biden Keeps Dodging

    The Topic Biden Keeps Dodging

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    President Joe Biden is following a strategy of asymmetrical warfare as the 2024 presidential race takes shape.

    Through the early maneuvering, the leading Republican candidates, particularly former President Donald Trump and Florida Governor Ron DeSantis are trying to ignite a procession of culture-war firefights against what DeSantis calls “the woke mind virus.”

    With the exception of abortion rights, Biden, by contrast, is working to downplay or defuse almost all cultural issues. Instead Biden is targeting his communication with the public almost exclusively on delivering tangible economic benefits to working-class families, such as lower costs for insulin, the protection of Social Security and Medicare, and the creation of more manufacturing jobs.

    While the leading Republican presidential contenders are effectively asking voters “Who shares your values?” or, in the harshest versions, “Who shares your resentments?,” Biden wants voters to ask “Who is on your side?”

    The distinction is not absolute. Trump, DeSantis, and the other Republicans circling the 2024 race argue that Biden’s spending programs have triggered inflation, and insist that lower taxes, budget cuts, and more domestic energy production would spur more growth. And in addition to their unwavering defense of abortion rights, Biden and his aides have also occasionally criticized some of the other Republican cultural initiatives, such as DeSantis’s “Don’t Say Gay” bill banning discussion of sexual orientation in early grades.

    But the difference in emphasis is real, and the contrast illuminates the core of Biden’s vision about how to sustain a national majority for Democrats. He’s betting that the non-college-educated workers, especially those who are white, who constitute the principal audience for the Republican cultural offensive will prove less receptive to those divisive messages if they feel more economically secure.

    “We need to reforge that identity as the party that gives a damn about people who feel forgotten, who have really tough lives right now,” says the Democratic strategist Mike Lux, who recently released a study of political attitudes in mostly blue-collar, midsize “factory towns” across the Midwest. “That’s the central mission. And that’s why I think Biden is right to be focusing on those economic issues first.”

    But other Democrats worry that Biden’s economy-first approach risks allowing Republicans such as DeSantis to define themselves as championing parents while advancing an agenda that civil-rights advocates believe promotes exclusion and bigotry. They also fear that Biden’s reluctance to engage more directly with Republicans over the rollback of rights raging through red states risks dispiriting the core Democratic constituencies, including Black Americans and the LGBTQ community, that face the most direct consequences from restrictions on how teachers and professors can talk about race or bans on gender-affirming care for minors. These Democrats have grown even more uneasy as Biden lately has moved toward Republican positions on immigration (with new restrictions on asylum seekers) and crime (by indicating that he would not block congressional efforts to reverse a reform-oriented overhaul of Washington, D.C.’s criminal code.)

    “Not engaging in culture wars does not mean that Democrats win: It means that we forfeit,” says Terrance Woodbury, chief executive officer and founding partner of HIT Strategies, a Democratic consulting firm that focuses on young and minority voters. The group’s polling, Woodbury told me, shows that “not only do Democratic voters expect Democratic leaders to do more to advance social and racial justice” but that “they will punish Democrats that do not.”

    My conversations with Democrats familiar with White House thinking, however, suggest that Biden and those around him don’t share that perspective. In that inner circle, I’m told, the dominant view is that the best way to respond to the culture-war onslaught from Republicans is to engage with it as little as possible. Those around Biden do not believe that the positions Republicans are adopting on questions such as classroom censorship, book bans, LGBTQ rights, and allowing people to carry firearms without a permit, much less restricting or banning abortion, will prove popular with voters beyond the core conservative states.

    More fundamentally, Biden’s circle believes that voters don’t want to be subjected to fights about such polarizing cultural issues and would prefer that elected officials focus more on daily economic concerns such as inflation, jobs, and health care. Those around Biden largely share the view expressed by the Democratic pollster Guy Molyneux, who studied public attitudes about key GOP educational proposals in two national surveys last year. “People don’t really want either side of these culture wars to win; they want to just stop having these culture wars,” Molyneux told me. “They really see a lot of this as a diversion.” A national survey released this week by Navigator, a Democratic polling consortium, supports Molyneux’s point: When asked to identify their top priorities in education, far more voters cited reducing gun violence and ensuring that kids learn skills that will help them succeed than picked “preventing them from being exposed to woke ideas about race and gender.”

    Biden hasn’t completely sidestepped the culture wars. After mostly avoiding the issue earlier in his presidency, he’s been relentless in his defense of abortion rights since the Supreme Court overturned Roe v. Wade last summer. (Earlier this year, Vice President Kamala Harris commemorated what would have been the 50th anniversary of Roe with a speech in Tallahassee, Florida, where she targeted DeSantis’s signing of legislation banning abortion there after 15 weeks.) When DeSantis signed the “Don’t Say Gay” bill last year, the White House also criticized him. And most recently in Selma, Alabama, Biden has also issued tough criticisms of the red-state laws erecting new hurdles to voting.

    Yet the Biden administration, and especially the president himself, has mostly kept its distance from the surging tide of bills advancing in Florida and other red states rolling back a broad range of civil rights and liberties. Tellingly, when Biden traveled to Florida last month, it was not to condemn DeSantis’s agenda of restrictions on classroom teachers or transgender minors, but to defend Social Security, Medicare, and the Affordable Care Act; the only time he mentioned DeSantis by name was to criticize him for refusing to expand eligibility for Medicaid health coverage under the ACA.

    Since the midterm elections, Biden has centered his public appearances on cutting ribbons for infrastructure projects and new clean-energy or semiconductor plants funded by the troika of massive public-investment bills he signed during his first two years; defending Social Security and Medicare; highlighting lower drug prices from the legislation he passed allowing Medicare to bargain for better deals with pharmaceutical companies; and combatting “junk fees” from airlines, hotels, and other companies. In his State of the Union address last month, Biden spoke at length about those economic plans and what he calls his “blue-collar blueprint to rebuild America” before he mentioned any social issues, such as police reform, gun control, and abortion. The budget Biden will release today advances these themes by proposing to extend the solvency of Medicare by raising taxes on the affluent.

    The emphasis was very different in marquee appearances last weekend from Trump and DeSantis. Trump, in his long monologue on Saturday at CPAC, accused Biden of exacerbating inflation and promised to pursue an all-out trade war with China. But those comments came deep into a nearly two-hour speech in which Trump blurred the boundary between calling on his supporters to engage in a culture war and an actual civil war, when he promised to be their “retribution” against elites and “woke tyranny.”

    When DeSantis spoke at the Ronald Reagan Presidential Library, northwest of Los Angeles, last Sunday, he delivered more of an economic message, attributing Florida’s robust population growth in part to its low taxes and low spending. But he drew a much more passionate reaction from his audience later when he denounced the “woke mind virus,” recounted his stand during the coronavirus pandemic against “the biomedical security state,” and pledged to “empower parents” against the educational establishment. DeSantis received his only standing ovation when he declared that schools “should not be teaching a second grader that they can choose their gender.”

    To some extent, the heavy reliance by Trump and DeSantis on these cultural confrontations reflects their belief that GOP primary voters are much more energized now by social rather than economic issues. Yet it also represents the widespread GOP belief that distaste for liberal positions on cultural issues remains an insuperable barrier for Democrats with most working-class voters, including a growing number of Latino men. “Blue-collar voters don’t separate cultural concerns from economic fears,” the GOP strategist Brad Todd, a co-author of The Great Revolt, told me in an email. “They think big global companies are in cahoots with the left on culture, and they don’t put pocketbook concerns ahead of way-of-life concerns.”

    Todd thinks Biden’s attempt to define himself mostly around economic rather than cultural commitments represents his desire “to jump in a time machine and go back to the Democratic Party of the ’80s.” Indeed, Biden, who was first elected to the Senate in 1972, came of age politically in an era when Republicans repeatedly used racially infused “wedge issues” to pry away working-class white voters who had mostly supported Democrats on economic grounds over the previous generation. Some Democrats see Biden’s recent moves to adopt more right-leaning policies on immigration and crime as a resurgence of that era’s widespread Democratic belief that the party needed to neutralize cultural issues, typically by conceding ground to conservative positions.

    Like others I spoke with, Jenifer Fernandez Ancona, the vice president and chief strategy officer at Way to Win, believes that focusing primarily on economic issues makes sense for Biden now, but that he will eventually be forced to address the GOP’s cultural arguments more directly. Sublimating those issues, she argues, isn’t sustainable, because it is “hurting the very people” Democrats now rely on to win and because the Republican cultural arguments, left unaddressed, could prove very persuasive to not only working-class white voters but also Hispanic and even Black men. Ultimately, Fernandez said, Biden and other Democrats must link the two fronts by convincing working-class voters that Republicans are picking cultural fights to distract them from an economic agenda that mostly benefits the rich. “We have to put to bed this idea [that] we can have an economic message that doesn’t address the racial grievance and fear of change that is at the center of all this culture-war stuff,” argued Fernandez, whose group funds candidates and organizations focused on building a multiracial electoral coalition.

    The debate among Democrats ultimately comes down to whether Biden is skillfully controlling the electoral battlefield or trying to resurrect a coalition that no longer exists (centered on working-class families) at the expense of dividing or demoralizing the coalition the party actually relies on today (revolving around young people, college-educated white voters, and racial minority voters). Several Democratic strategists told me that one obvious challenge with Biden’s trying to define the election around the question of which party can deliver the best economic results for working-class families is that polls throughout his presidency have found that more Americans would pick the GOP. “People still think that Trump economics was better for them than Biden or Obama economics,” Celinda Lake, who served as one of Biden’s lead campaign pollsters in 2020, told me.

    To Lake, that’s an argument for Biden’s strategy of stressing kitchen-table concerns, because she believes the party cannot win unless it narrows the GOP advantage on the economy. But other Democrats believe today’s party is less likely to persuade a national majority that it is better than Republicans for their finances than it is to convince them that the Trump-era GOP constitutes a threat to their rights, values, and democracy itself. Biden’s response to the Republican initiatives censoring teachers, rolling back abortion access, and threatening LGBTQ rights “simply cannot be ‘more jobs,’” Woodbury said. “If Democrats insist on fighting exclusively on economic terms, every poll in America shows they will lose.”

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    Ronald Brownstein

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  • Biden’s Blue-Collar Bet

    Biden’s Blue-Collar Bet

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    When President Joe Biden visited Kentucky yesterday to tout a new bridge project, most media attention focused on his embrace of bipartisanship. And indeed Biden, against the backdrop of the GOP chaos in the House of Representatives, signaled how aggressively he would claim that reach-across-the-aisle mantle. He appeared onstage with not only Ohio’s Republican governor, Mike DeWine, but also GOP Senate Leader Mitch McConnell, a perennial bête noire for Democrats.

    But Biden also touched on another theme that will likely become an even more central component of his economic and political strategy over the next two years: He repeatedly noted how many of the jobs created by his economic agenda are not expected to require a four-year college degree.

    Throughout his presidency, with little media attention, Biden has consistently stressed this point. When he appeared in September at the groundbreaking for a sprawling Intel semiconductor plant near Columbus, Ohio, he declared, “What you’ll see in this field of dreams” is “Ph.D. engineers and scientists alongside community-college graduates … people of all ages, races, backgrounds with advanced degrees or no degrees, working side by side.” At a Baltimore event in November touting the infrastructure bill, he said, “The vast majority of these jobs … that we’re going to create don’t require a college degree.” Appearing in Arizona in December, he bragged that a plant producing batteries for electric vehicles would “create thousands of good manufacturing jobs, 90 percent of which won’t require a college degree, and yet you get a good wage.”

    Economically, this message separates Biden from the past two Democratic presidents, Barack Obama and Bill Clinton. Both of those men, as I’ve written, centered their economic agendas on training more Americans for higher-paying jobs in advanced industries (and opening markets for those industries through free-trade agreements), largely because they believed that automation and global economic competition would doom many jobs considered “low skill.”

    Although Biden also supports an ambitious assortment of initiatives to expand access to higher education, he has placed relatively more emphasis than his predecessors did on improving conditions for workers in jobs that don’t require advanced credentials. That approach is rooted in his belief that the economy can’t function without much work traditionally deemed low-skill, such as home health care and meat-packing, a conviction underscored by the coronavirus pandemic. “One of the things that has really become apparent to all of us is how important to our nation’s economic resiliency many of these jobs are that don’t require college degrees,” Heather Boushey, a member of Biden’s Council of Economic Advisers, told me this week.

    Politically, improving economic conditions for workers without advanced degrees is the centerpiece of Biden’s plan to reverse the generation-long Democratic erosion among white voters who don’t hold a college degree—and the party’s more recent slippage among non-college-educated voters of color, particularly Latino men. Biden and his aides are betting that they can reel back in some of the non-college-educated voters drawn to Republican cultural and racial messages if they can improve their material circumstances with the huge public and private investments already flowing from the key economic bills passed during his first two years.

    Biden’s hopes of boosting the prospects of workers without college degrees, who make up about two-thirds of the total workforce, rest on a three-legged legislative stool. One bill, passed with bipartisan support, allocates about $75 billion in direct federal aid and tax credits to revive domestic production of semiconductors. An infrastructure bill, also passed with bipartisan support, allocates about $850 billion in new spending over 10 years for the kind of projects Biden celebrated yesterday—roads, bridges, airports, water systems—as well as a national network of charging stations for electric vehicles and expanded access to high-speed internet. The third component, passed on a party-line vote as part of the Inflation Reduction Act, provides nearly $370 billion in federal support to promote renewable electricity production, accelerate the transition to electric vehicles, and retrofit homes and businesses to improve energy conservation.

    All of these measures are projected to trigger huge flows of private-sector investment. The Semiconductor Industry Association reports that since the legislation promoting the industry was first introduced, in 2020, companies have already announced $200 billion in investments across 40 projects in 16 states. The investment bank Credit Suisse projects that the Inflation Reduction Act’s clean-energy provisions could ultimately spur $1.7 trillion in total investment (in part because it believes that the legislation’s open-ended provisions will produce something closer to $800 billion in federal spending). And economists have long demonstrated that each public dollar spent on infrastructure spurs additional private investment, which could swell the total economic impact of the new package to $1.5 trillion to $2 trillion, the administration estimates.

    Taken together, the three bills constitute a level of federal investment in targeted economic sectors probably unprecedented in recent U.S. history. “The kind of money we are going to see going into these sectors is just unheard-of,” Janelle Jones, a former chief economist at the Department of Labor under Biden, told me. Though rarely framed as such, these three bills—reinforced by other Biden policies, such as his sweeping “buy American” procurement requirements—amount to an aggressive form of industrial policy meant to bolster the nation’s capacity to build more things at home, including bridges and roads, semiconductors, and batteries for electric vehicles. “This is a president that is taking seriously the need for a modern American industrial strategy,” Boushey said.

    These measures are likely to open significant opportunities for workers without a college degree. Some analysts have projected that the infrastructure bill alone could generate as many as 800,000 jobs annually. Adam Hersh, a senior economist at the left-leaning Economic Policy Institute, estimated that about four-fifths of the jobs created under an earlier version of the Inflation Reduction Act passed in the House would not require a college degree, and he told me he believes the distribution is roughly the same in the final package. A Georgetown University institute projected an even higher percentage for the infrastructure bill. More of the jobs associated with semiconductor manufacturing require advanced education, but even that bill may generate a significant number of blue-collar opportunities in the construction phase of the many new plants opening across the country. (The industry is also pursuing partnerships with community colleges to provide workers who don’t have a four-year degree with the technical training to handle more work in the heavily automated facilities.)

    Yet even if these programs fulfill those projections, it remains unclear whether they will reach the scale to improve the uncertain economic trajectory for the broad mass of workers without advanced education. These three bills mostly promote employment in manufacturing and construction, and together those industries account for only about one-eighth of the workforce (roughly 21 million workers in all), according to the Bureau of Labor Statistics. Total construction employment peaked in 2006, manufacturing in 1979. Far more workers, including those without degrees, are now employed in service industries not as directly affected by these bills.

    What’s more, both of those occupations remain dominated by men. And largely because of resistance from Senator Joe Manchin of West Virginia, Congress didn’t pass Biden’s companion proposals to bolster wages and working conditions for the preponderantly non-college-educated, nonwhite, female employees in the low-paid “care” industries such as home health care and child care. “We can’t [ignore] these millions and millions of care workers, particularly Black and brown women,” said Jones, now the chief economist and policy director for the Service Employees International Union.

    Another complication for Biden is that his plans are colliding with the Federal Reserve Board’s drive to tame inflation. Spending on his big three bills is ramping up in 2023, which could increase the demand for—and bargaining power of—workers without college degrees. But the Fed’s push to slow the economy may neutralize that effect by increasing unemployment. “They are undercutting the job creation that we are supposed to be incentivizing,” Hersh said.

    The list of further projects tied to these three bills is almost endless. The White House calculates that firms have announced some $290 billion in manufacturing investments since Biden took office; the Congressional Budget Office projects that spending from the infrastructure bill could be more than twice as high in 2023 as last year and then increase again by half in 2024.

    That pipeline means Biden could be cutting ribbons every week through the 2024 presidential campaign—which would probably be fine with him. Biden rarely seems happier than when he’s around freshly poured concrete, especially if he’s on a podium with local business and labor leaders and elected officials from both parties, all of whom he introduces as enthusiastically (and elaborately) as if he’s toasting the new couple at a wedding. At his core, he remains something like a pre-1970s Democrat, who is most comfortable with a party focused less on cultural crusades than on delivering kitchen-table benefits to people who work with their hands. In his instincts and priorities, Biden is closer to Hubert Humphrey or Henry Jackson than to George McGovern or Obama.

    Less clear is whether that throwback approach—the formula that defined the Democratic Party during Biden’s youth—still works politically. Over the course of Biden’s career, the parties have experienced what I’ve called a “class inversion”: Democrats have performed better among college-educated voters while Republicans have grown dominant among white voters without a college degree and more recently have established a beachhead among nonwhite, non-college-educated workers. For most of these voters, the evidence suggests that cultural attitudes have exerted more influence on their political allegiance than their economic circumstance has.

    Biden, with his “Scranton Joe” persona, held out great hopes in the 2020 campaign of reversing that decline with working-class white voters, but he improved only slightly above Hillary Clinton’s historically weak 2016 showing, attracting about one-third of their votes. In 2022, exit polls showed that Democrats remained stuck at that meager level in the national vote for the House of Representatives. In such key swing states as Michigan, Pennsylvania, Wisconsin, and Arizona, winning Democratic Senate and gubernatorial candidates ran slightly better than that, as Biden did while carrying those states in 2020. But, again like Biden then, the exit polls found that none of them won much more than two-fifths of non-college-educated white voters, even against candidates as extreme as Doug Mastriano or Kari Lake, the GOP governor nominees in Pennsylvania and Arizona, respectively.

    The Democratic pollster Molly Murphy told me she’s relatively optimistic that Biden’s focus on creating more opportunity for workers without a college degree can bolster the party’s position with them. She said the key is not only improving living standards, but “validating that this is real work … not the consolation prize to a job that a college degree gets you.” No matter how many jobs Biden’s initiatives create, she said, “if you are treating them as lesser jobs, we are still going to have our problems from the cultural side of things.” Biden has certainly heard (or intuited) such advice. In his speeches, he commonly declares that an apprenticeship as an electrician or pipe fitter is as demanding as a college degree.

    Yet Murphy’s expectations remain limited. “Just based on the negative arc of the last several cycles,” she said, merely maintaining the party’s current modest level of support with working-class white voters and avoiding further losses would be “a win.” Matt Morrison, the executive director of Working America, an AFL-CIO-affiliated group that focuses on political outreach to nonunion working-class families, holds similarly restrained views, though he told me that economic gains could help the party more with nonwhite blue-collar voters, who are generally less invested in Republican cultural and racial appeals. No matter how strong the job market, Murphy added, Democrats are unlikely to improve much with non-college-educated workers unless inflation recedes by 2024.

    What’s already clear now is how much Biden has bet, both economically and politically, on bolstering the economic circumstances of workers without advanced education by investing literally trillions of federal dollars in forging an economy that again builds more things in America. “I don’t know whether the angry white people in Ohio, Michigan, and Wisconsin are less angry if we get them 120,000 more manufacturing jobs,” a senior White House official told me, speaking anonymously in order to be candid. “But we are going to run that experiment.”

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    Ronald Brownstein

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  • Is Trump Still a Viable Candidate? Yes and No.

    Is Trump Still a Viable Candidate? Yes and No.

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    Even before Donald Trump announced he was seeking the presidency again, last week’s election results showed Republicans how difficult it will be to escape the former president’s gravitational pull.

    Widespread voter resistance to a Republican Party refashioned in Trump’s image offset disenchantment with the economy and President Joe Biden’s performance and allowed Democrats to post one of the best first-midterm showings for the sitting president’s party in more than a century. In almost all the key battleground states, the same powerful coalition of voters who opposed Trump in the 2018 and 2020 elections delivered stunning rebukes to GOP candidates running with the former president’s endorsement or in his polarizing style, or both.

    The results were much better for Republicans running in red states and districts. But for party strategists operating anywhere outside the most reliably conservative terrain, the election’s message was unequivocal. In those contested areas, “there is no road back to relevance if Donald Trump continues to be the dominant figure in the Republican Party and especially if he is our nominee in 2024,” Dick Wadhams, the former GOP chair in Colorado, told me.

    Trump’s unusually early presidential announcement, though, made clear that he will not surrender his grip on the GOP without a fight. Last night’s announcement speech itself was instantly forgettable, a rambling greatest-hits collection of familiar priorities (building a border wall), bombastic descriptions of American carnage (“the blood-soaked streets of our once-great cities”), and well-worn grievances (“I’m a victim”) delivered with surprisingly little emotion or energy. He pointedly denied responsibility for the GOP’s disappointing showing last week, instead blaming “the citizens of our country [who] have not yet realized the full extent and gravity of the pain our nation is going through.”

    Yet Trump’s greatest obstacle to a comeback may be the widespread belief among party leaders, donors, and key figures within conservative media that continued hostility toward him is the principal reason Democrats last week succeeded at holding the Senate, adding control of more governorships and state legislatures and minimizing their losses in the House of Representatives, even though Republicans are poised to capture a slim majority in the chamber.

    Such a strong performance is exceedingly rare for the party in the White House during the president’s first midterm. Over at least the past century, it is unprecedented for that party to do so well when the president faces as much discontent as Biden does now. Since 1900, the only other examples of the incumbent party running at least as well as Democrats did this year came for presidents who were soaring in popularity, such as Franklin D. Roosevelt in 1934 (during the early New Deal), John F. Kennedy in 1962 (after he defused the Cuban Missile crisis), Bill Clinton in 1998 (amid the backlash to the Republican Congress’s moves to impeach him), and George W. Bush in 2002 (after 9/11).

    This year, though, just 44 percent of voters nationwide said they approved of Biden’s job performance, while a 55 percent majority disapproved, according to the exit polls conducted by Edison Research for a consortium of media organizations. Biden, the exit polls found, did not receive majority support in any of the states with the most closely watched gubernatorial and Senate races, and in some of those states (including Nevada, Georgia, and Arizona), his approval rating barely peaked above 40 percent.

    In the 21st century, as I’ve written, there are very few examples of Senate (and even gubernatorial) candidates from the president’s party winning elections in states where his approval rating had fallen that low. Yet Democrats rolled to unexpected victories in many of the key swing-state races, including Senate contests in Arizona, New Hampshire, Nevada, and Pennsylvania, and governor’s races in Arizona, Michigan, Pennsylvania, and Wisconsin. (Democrats also led in the Georgia Senate race heading for a December runoff between Democratic Senator Raphael Warnock and the Republican challenger, Herschel Walker.) In more reliably blue states, such as Washington, Oregon, Colorado, Minnesota, and New York, Republicans were uniformly frustrated in their hopes for breakthroughs in Senate and governor’s races (though the GOP did flip several New York House districts).

    GOP governors did score decisive reelection victories in Republican-leaning states such as Florida, Georgia, and Texas. GOP Senate candidates also won in states with large populations of non-college-educated white voters (particularly Wisconsin, Ohio, and North Carolina). Exit polls showed GOP candidates continuing to benefit from the electoral advantages Trump has bequeathed them: dominant majorities among white voters without a college education, nonurban, and white Evangelical voters, as well as a higher floor of support among Latino voters, particularly men.

    But the overall ledger showed more bright spots for Democrats. And given Americans’ broadly negative views on Biden and the economy, the only plausible explanation for that success is many voters’ unwavering resistance to the Trump-era GOP. Democrats successfully painted many Republican nominees (including most of the high-profile contenders Trump endorsed) as extremists, citing their opposition to legal abortion and refusal to acknowledge the legitimacy of Biden’s 2020 victory. Outside the conservative heartland, Democrats in most key statewide races maintained a winning edge among the groups that most resisted Trump: younger voters, college-educated white voters, people of color, and secular adults, with women in each group tilting more toward them than men.

    Most striking, the exit polls found that Democrats carried a plurality of independent voters nationally and won them by bigger margins in most of the marquee contests. “I think, at the end of the day, our crazy was more repelling than their crazy,” Jason Cabel Roe, a Michigan-based GOP consultant, told me.

    Nationally, nearly six in 10 voters said they had an unfavorable opinion of Trump, and they voted almost four to one for Democrats. Among independent voters, Trump’s national unfavorable ratings rose to two-thirds overall, nearly three-fourths among women. Among women especially, that was a far more negative rating than independents gave to Biden.

    Election results showed that the white-collar suburban areas across blue and swing states that rejected Trump remained locked down against GOP candidates this year, even amid the pervasive discontent over the economy.  In Pennsylvania, the Democratic candidate John Fetterman matched Biden’s elevated advantage over Trump in the big four suburban counties outside Philadelphia; Warnock did the same in the populous Cobb and Gwinnett Counties, outside Atlanta. In 2020, Biden became the first Democratic candidate since Harry Truman in 1948 to carry Maricopa County (centered on Phoenix and its suburbs) when he won it by about 45,000 votes; as of this morning, Senator Mark Kelly led there by nearly 100,000 votes. In Colorado, Senator Michael Bennet almost exactly matched Biden’s massive 2020 margins in Denver and its big surrounding suburban counties.

    Especially striking was that these suburban areas broke as badly against GOP candidates who tried to define themselves as centrists, including the Senate nominees in Colorado, Pennsylvania, and Washington State.

    In Colorado, the GOP nominated Joe O’Dea, a moderate, energetic candidate who explicitly distanced himself from Trump. Yet he too was swamped. To Wadhams, that pattern is a clear signal that in Democratic-leaning and swing states, virtually no individual Republican can wash off Trump’s stain on the GOP image.

    Heading into the election, Wadhams told me, the key uncertainty in Colorado was whether “those vast numbers of unaffiliated voters who had voted so strongly Democratic and anti-Trump in 2018 and 2020 would … give strong Republican candidates a serious look in 2022,” now that Trump is no longer in the White House. On Election Day, he added, “I got my answer, and the answer was no.” The lesson, he said, “is that even among the unaffiliated voters who I thought we had a shot at, they ultimately said, ‘Those Republicans are still crazy; they are still in the hip pocket of Donald Trump.’”

    House elections produced the same pattern. Republican House gains were concentrated in the least urban districts, where Trump has always been strongest, including sparsely settled distant suburbs and pure rural areas, according to an analysis by The Washington Post’s Philip Bump. But the GOP’s overall House success was constrained because the party still faced a virtual brick wall of resistance in the central cities and inner suburbs of the large metro areas that repeatedly rejected Trump: With about 10 races still to be called, Democrats have won 129 of the 140 seats in the three most urban districts, according to figures Bump provided to me.

    Such disappointing results have led more GOP leaders than at any point in Trump’s political career to publicly declare that the party must now move beyond him. Trump will likely also face much more serious resistance from party elites and leading conservative media outlets. His announcement speech had a musty feel, which may preview the difficulty he could face convincing GOP voters that his day has not passed. And in Florida’s Governor Ron DeSantis, Trump could face a challenger more formidable than any he swept aside in 2016.

    But, still, displacing Trump may not be so easy. Compared with the Democrats, the GOP presidential primary rules favor winner-take-all systems that benefit the candidate with the largest block of support, even if that’s less than a majority, Benjamin Ginsberg, the former chief counsel for the Republican National Committee, told me. That could benefit Trump because even if the disappointment over last week’s results shrinks his potential ceiling of support, he retains a dedicated floor among non-college-educated, nonurban, and evangelical white Republicans. In 2016, as I wrote at the time, Trump pulled away from the field to become the presumptive nominee at a point where he had not won 50 percent of the vote in any state and had captured only about 40 percent of all ballots cast.

    A second challenge is whether anyone, including DeSantis, can consolidate the college- educated Republican voters most resistant to the former president. Some early 2024 polls already show Trump attracting only about one-third of Republicans holding a four-year degree or more. But that’s about as much support from them as he captured during the competitive stage of the GOP race in 2016; he won because he amassed a dominant advantage among non-college Republicans (many of whom are also evangelical Christians), while those with degrees splintered among many alternatives, such as John Kasich, Marco Rubio, and Ted Cruz.

    That could easily happen again, particularly if candidates who position themselves as more centrist on social issues, such as Virginia Governor Glenn Youngkin and former Maryland Governor Larry Hogan, run. Both men are probably too moderate (or at least perceived that way) to win a GOP presidential nomination, but they could siphon away too many of the voters that a more viable alternative like DeSantis would need to overtake Trump.

    Then there is the grueling practical reality of running against Trump, who has shown himself willing to say and do almost anything. In 2016, he bludgeoned Cruz and Rubio so relentlessly that they still seem broken in a manner reminiscent of Game of Thrones. DeSantis might fare better, but until someone actually runs against Trump, it’s impossible to guarantee that they can handle the jackhammer pressure. Nor is it clear that the donors and strategists who now insist that the party must move on from Trump will remain steadfast if he threatens to trash the nominee or run as an independent should he lose.

    Another wild card is a possible indictment of the former president, from investigations by either the Justice Department or the Fulton County District Attorney’s Office into his efforts to overturn the 2020 election results in Georgia. An indictment could cause more Republican voters to reflexively rally around him. But it could also make some back away, either because his behavior offends them, or more likely, because they conclude that his legal troubles would further degrade his capacity to win a general election.

    Last week’s results signaled plenty of vulnerabilities also for Biden, including the national-exit-poll finding that two-thirds of voters do not want him to run again. But if the 2022 election demonstrated anything, it is that many Americans who are disappointed in Biden will stand with him and his party nonetheless if the alternative is to entrust power to a Trump-era GOP that they view as a threat to their rights, their values, and democracy itself. That’s the ominous prospect for GOP officials in swing states nervously watching Trump storm into the party’s next presidential nominating contest.

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    Ronald Brownstein

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  • Ron Johnson Does It Again

    Ron Johnson Does It Again

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    Senator Ron Johnson has survived another hairy reelection bid to win a third term in Wisconsin. This time, however, no one should be surprised.

    Six years ago, Johnson’s defeat seemed so likely that the national Republican Party pulled its money from Wisconsin, all but conceding his race. Johnson won anyway. This past August, a Marquette poll found him trailing his Democratic opponent, Lieutenant Governor Mandela Barnes, by seven points, 51 percent to 44 percent. This morning, when the race was called, Johnson was leading Barnes by about one percentage point.

    In the end, Johnson’s race wasn’t much of a nail-biter. Polls swung in his favor beginning in September, seemingly the result of a ruthless, well-funded—and to many Barnes supporters, downright racist—ad campaign blaming the lieutenant governor for a rise in violent crime and picturing him alongside other progressive Democrats of color.

    Yet to Democrats, no setback in the scramble for the Senate was likely more frustrating than their failure to oust Johnson. The former businessman’s turn toward the conspiratorial wing of the GOP over the past few years had made him one of the worst-polling senators in the country and easily the most vulnerable Republican incumbent up for reelection this fall. Johnson became a vocal critic of COVID-19 vaccines and a champion of what he called “the vaccine injured.” He was embroiled in both impeachments of former President Donald Trump and downplayed the Capitol riot on January 6, 2021.

    In Barnes, many Democrats believed they had found a rising national star—a 35-year-old onetime community organizer from a union family who could excite Black voters in Milwaukee and progressives in Madison while winning over working-class white voters in the rest of the state. Barnes, a former state legislator who won election as lieutenant governor in 2018, led the Democratic Senate primary from the get-go and ultimately won in a walk after his opponents dropped out and endorsed him in the closing weeks of the campaign. Barnes courted labor unions aggressively and broadcast the sunniest of TV ads that showed him unpacking groceries and hitting baseballs off a tee.

    But Barnes had emerged from the progressive left’s Working Families Party, an ally of Senators Bernie Sanders of Vermont and Elizabeth Warren of Massachusetts. Exploiting fears over rising crime, Johnson’s campaign resurfaced images and quotes linking Barnes to the “Defund the police” movement from the aftermath of the George Floyd protests in 2020. Polls over the summer showed Barnes ahead of Johnson, but the Democrat’s standing dropped after weeks of crime-focused negative ads.

    Wisconsin Democrats are left to wonder whether another one of their choices in the August primary—Alex Lasry, the son of a co-owner of the Milwaukee Bucks; Tom Nelson, a county executive; or Sarah Godlewski, the state treasurer—would have stood a better chance against Johnson. Perhaps Johnson has benefited from a bit of luck: The three years he has been on the ballot—2010, 2016, and now 2022—have all been relatively strong Republican years. (A few red-state Democratic senators, including Jon Tester of Montana and Sherrod Brown of Ohio, have had the similar good fortune of running in favorable environments for their party.)

    Yet as I wrote last month, the polls that have pointed to Johnson’s unpopularity might not be capturing the full wellspring of his support in Wisconsin. To a person, the Republicans with whom I spoke said they viewed Johnson’s seemingly quixotic fight against conventional COVID treatments and vaccines not as a liability but as a strength, and that it was a big reason they supported him. During his first term, Johnson seemed to embody a traditional conservatism of low taxes and low spending, the small-government ethos of a fellow Wisconsite, former House Speaker Paul Ryan. He still champions those policies, but he has become far more closely linked to the establishment-toppling, media-fighting style of Trump. Johnson now inspires more passion on both sides, whether it’s hatred from his critics or sympathy from his supporters. “The news is just crucifying him constantly. They made him out to be a horrible person, and he’s not,” Ann Calvin, a 57-year-old who worked for years in an assisted-living facility, told me during my visit.

    Like Trump, Johnson has also made a habit of defying expectations and foiling his critics. He did so again yesterday, completing his second comeback in six years to deprive Democrats of a seat that once seemed theirs to lose.

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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 This Election Is So Weird

    Why This Election Is So Weird

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    The two major factors shaping the 2022 midterm elections collided in tumultuous fashion on Tuesday morning.

    First came the government report that inflation last month had increased faster than economists had expected or President Joe Biden had hoped. The announcement triggered a sharp fall in the stock market, the worst day on Wall Street in two years.

    That same afternoon, Senator Lindsey Graham of South Carolina introduced legislation that would impose a nationwide ban on abortion after 15 weeks of pregnancy.

    The inflation report captured this year’s most powerful tailwind for Republicans: widespread dissatisfaction with Biden’s management of the economy. Graham’s announcement captured this year’s strongest Democratic tailwind: widespread unease about abortion rights.

    The shift in the campaign debate away from Biden’s management of the economy and toward the GOP’s priorities on abortion and other issues has been the principal factor improving Democratic prospects since earlier this summer. But the unexpectedly pessimistic inflation report—which showed soaring grocery and housing bills overshadowing a steady decline in gasoline prices—was a pointed reminder that the economy remains a formidable threat to Democrats in November.

    These two events also underscored how, to an extremely unusual degree, the parties are talking past each other. As the Democratic pollster Molly Murphy told me, 2022 is not an election year when most Americans “agree on what the top priorities [for the country] are” and debate “different solutions” from the two major parties.

    Instead, surveys show that Republican voters stress inflation, the overall condition of the economy, crime, and immigration. For Democratic voters, the top priorities are abortion rights, the threats to democracy created by former President Donald Trump and his movement, gun control, climate change, and health care.

    Few questions may shape the November results as much as whether the issues Democrats are stressing continue to motivate roughly as many voters as Republicans’ preferred issues. Gene Ulm, a Republican pollster, told me he believes that pocketbook strains will ultimately prove decisive for most voters, particularly those without a college degree. Those voters, he added, are basically saying, “‘I am worried about putting food on the table, and you are talking to me about all this other crap.’”

    Yet there is no question that Democratic candidates are performing far above the consistently bleak public assessments of the economy, and especially Biden’s management of it. In one sense, that’s not shocking: Over the past few decades, voters’ economic assessments have become less predictive of election results, in large part because those judgments are themselves so heavily shaped by partisanship. But even in light of that trend, the disconnect between voters’ views on Biden’s economic management and their willingness to support Democratic candidates for the House and Senate remains striking.

    Biden has positive trends in the economy to celebrate, particularly robust job growth. He’s been cutting ribbons at a steady procession of infrastructure projects and manufacturing-plant openings (like last week’s groundbreaking for an Intel semiconductor facility in Ohio) tied to the tax incentives and direct spending from the infrastructure, climate, and semiconductor bills that he’s signed. Those economic milestones—yesterday, for instance, the White House touted $85 billion in new private investments for electric-vehicle production since Biden took office—will likely be a political asset for him in 2024, especially in the pivotal states across the industrial Midwest. But those accomplishments won’t necessarily sway voters this November, and in any case, all of these favorable trends for now are being overshadowed in most households by the persistent pain of higher prices on consumer goods.

    Even before this week’s inflation report, voters gave Biden an extremely negative grade for his economic performance. In an NPR/PBS NewsHour/Marist Institute poll released last week, just 34 percent of those surveyed said that his actions have helped the economy, while 57 percent said they have hurt it. Not surprisingly, that discontent was most intense among Republicans and also among white voters without a college degree (a stunning 76 percent of whom said Biden’s actions had hurt the economy.) But that belief was also shared by 63 percent of independents, 55 percent of Generation Z and Millennial voters, 47 percent of nonwhite voters, and even 16 percent of people who voted for him in 2020.

    However, the share in each of these groups that gave Biden an overall positive mark on his job performance was consistently five to nine percentage points higher than those who believed his actions had helped the economy. And the share in each group that said they intend to support House Democrats in the November election was higher still—enough to give Democrats a narrow lead on that crucial question. Independents, for example, were split evenly on which party they intend to support in November, even though they were negative on Biden’s economic performance by more than two to one.

    This stark pattern points to another consequential anomaly in the 2022 polling so far. One of the most powerful modern trends in congressional races is a correlation between voters’ attitudes toward the president and their willingness to vote for candidates from his party. Virtually all voters who “strongly disapprove” of a president have voted against his party’s candidates in recent House and Senate elections. In 2018, two-thirds of voters who even “somewhat disapproved” of Trump voted for Democratic House candidates, according to exit polls. In 2010, two-thirds of voters who “somewhat disapproved” of Barack Obama likewise voted for Republican candidates.

    By contrast, in the Marist survey, and another recent national poll by the Pew Research Center, Democrats led slightly among those who “somewhat disapproved” of Biden—a stunning result.

    Murphy told me this disconnect has been evident since the outset of Biden’s presidency: Even when his approval numbers were high during his first months, she said of her polling, that didn’t lift other Democratic candidates, so she’s not entirely surprised that his decline hasn’t tugged them down. But Murphy, like others in the party, believes that concerns about Republicans—centered on their abortion-restriction efforts, their nomination of extremist and election-denying candidates, and their unflagging defense of Trump—also explain why Democratic candidates are consistently running ahead of Biden’s approval rating.

    “It should have been pretty easy for [Republicans] to put these races away, given how concerned voters are about the economy and inflation,” Murphy told me. Now, she said, “I do think they are having to go back to the drawing board.”

    Graham’s abortion legislation is certain to benefit Democratic efforts to shift voter focus from what Biden has done to what Republicans might do if returned to power. In a press conference, Graham flatly declared, “If we take back the House and Senate, I’ll assure you we’ll have a vote on our bill.” Although many Republican senators and candidates quickly distanced themselves from his proposal, his pledge meant that every Democratic Senate candidate can plausibly argue that creating a GOP majority in the chamber will ensure a congressional vote on a national abortion ban.

    Dan Sena, the former executive director of the Democratic Congressional Campaign Committee, who now consults for many party House candidates, told me that the abortion fight’s biggest impact will be to inspire higher turnout from liberal-leaning and young voters. Abortion, he said, “has energized a group of people that we saw in 2018 and we saw in 2020 that traditionally don’t participate in midterm elections and are much more motivated by the cultural fight.”

    Yet few Democrats believe that the political threat from inflation and general unease about the economy is behind them in this election cycle. In focus groups, Ulm, the GOP pollster, told me, “We hear more gripes about groceries than anything.” Sena largely agrees: “Jobs and paychecks still matter, pal,” he said.

    One Democratic pollster, who asked not to be identified while discussing private campaign research, told me that inflation and crime—the principal issues Republicans are stressing on the campaign trail—remain tangible and immediate concerns in swing districts. In House district polling, the pollster said, the firm often asks voters whether they worry more that Democratic policies are fueling inflation and crime or that Republicans are too extreme on abortion and too soft on the January 6 insurrection. On balance, the pollster told me, most respondents in swing districts say they worry more about Democratic policies.

    Yes, the pollster said, the Supreme Court abortion decision, the revelations about Trump from the House January 6 committee hearings, and the Justice Department’s investigation into his stockpiling of classified documents have energized and awakened Democratic voters. But, the pollster added, it’s not as if everyone has decided that abortion and January 6 are more important than crime and inflation.

    Strategists and pollsters on both sides believe that these diverging agendas could intensify one of the most powerful trends in modern American politics: the class inversion in which Democrats are running stronger among white voters with college degrees and Republicans are gaining ground among white voters without them, as well as among blue-collar Latino voters.

    In white-collar America, inflation may be more of an inconvenience than an existential threat, which provides space for voters to prioritize their values on issues such as abortion or Trump’s threat to democracy. In blue-collar America, where inflation often presents more difficult daily choices and sacrifices, abortion and the fate of democracy may be less salient, even among those who agree with Democrats on those issues. In the Marist poll, twice as many white voters without a college degree picked inflation over abortion as their top concern in November, while slightly more college-educated white voters picked abortion than inflation.

    Even with inflation at its highest level in 40 years, Republicans appear unlikely to significantly cut into such key Democratic constituencies as college-educated white voters, young people, and residents of large metropolitan areas. And even such a seismic shock as the Supreme Court abortion decision may not significantly loosen the Republican hold on white women without a college education. Although there may be some movement around the edges (inflation, for instance, could help Republicans gain among Latino voters), the biggest story of 2022 may be how closely it follows the lines of geographic and demographic polarization that the 2016, 2018, and 2020 elections have engraved.

    As in those contests, a handful of competitive swing states (Georgia, Arizona, Nevada, Michigan, Wisconsin, and Pennsylvania) will tip the precarious national balance of power between red and blue areas that now behave more like separate nations than different sections. The November elections seem likely to demonstrate again that the U.S. remains locked in a struggle between two coalitions that hold utterly antithetical visions of America’s future—yet remain almost equal in size.

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    Ronald Brownstein

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  • Democrats Might Avoid a Midterm Wipeout

    Democrats Might Avoid a Midterm Wipeout

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    If Democrats avoid the worst outcome in November’s midterm elections, the principal reason will likely be the GOP’s failure to reverse its decline in white-collar suburbs during the Donald Trump era.

    That’s a clear message from yesterday’s crowded primary calendar, which showed the GOP mostly continuing to nominate Trump-style culture-war candidates around the country. And yet, the resounding defeat of an anti-abortion ballot initiative in Kansas showed how many voters in larger population centers are recoiling from that Trumpist vision.

    Democrats still face enormous headwinds in November, including sweeping voter dissatisfaction over inflation, low approval ratings for President Joe Biden, and the near unbroken history since the Civil War of the party that holds the White House losing seats in the House of Representatives during a president’s first two years.

    Polls indicate that many college-educated center-right voters have soured on the performance of Biden and the Democrats controlling both congressional chambers. Yet in Tudor Dixon, the GOP gubernatorial nominee in Michigan, and Blake Masters, the party’s Senate selection in Arizona, Republicans have chosen nominees suited less to recapturing socially moderate white-collar voters than to energizing Trump’s working-class and nonurban base through culture-war appeals like support of near-total abortion bans. With Trump-backed Kari Lake moving into the lead as counting continues in the Arizona Republican gubernatorial primary, the top GOP nominees both there and in Michigan will likely be composed entirely of candidates who embrace Trump’s lie that he won their state in 2020.

    In the intermediate term, most Democratic strategists believe that the party must find ways to combat the GOP’s strong performance during the Trump era with working-class voters, particularly its improvement since 2016 among blue-collar Hispanic voters. But with inflation so badly squeezing the finances of many working- and middle-class families, recovering much ground with such voters before November may be tough for most Democratic candidates. Those working-class voters “know the shoe is pinching,” says Tom Davis, the former chair of the National Republican Congressional Committee, quoting the late political scientist V. O. Key Jr.

    The more realistic route for Democrats in key races may be to defend, as much as possible, the inroads they made into the white-collar suburbs of virtually every major metropolitan area during the past three elections. Although, compared with 2020, the party will likely lose ground with all groups, Democrats are positioned to hold much more of their previous support among college-educated than noncollege voters, according to Ethan Winter, a Democratic pollster.

    An array of recent public polls suggest he’s right. A Monmouth University poll released today showed that white voters without a college degree preferred Republicans for Congress by a 25-percentage-point margin, but white voters with at least a four-year degree backed Democrats by 18 points.

    A recent Fox News Poll in Pennsylvania showed the Democratic Senate nominee John Fetterman crushing Republican Mehmet Oz among college-educated white voters, while the two closely split those without degrees. Another recent Fox News poll in Georgia found Senator Raphael Warnock trailing his opponent Herschel Walker among noncollege white voters by more than 40 percentage points but running essentially even among those with degrees (which would likely be enough to win, given his preponderant support in the Black community). The most recent public surveys in New Hampshire and Wisconsin likewise found Republicans leading comfortably among voters without advanced education, but Democrats holding solid advantages among those with four-year or graduate degrees. A poll this week by Siena College, in New York, found Democratic Governor Kathy Hochul splitting noncollege voters evenly with Republican Lee Zeldin, but beating him by more than two-to-one among those with a degree.

    This strength among college-educated voters may be worth slightly more for Democrats in the midterms than in a general election. Voters without a degree cast a majority of ballots in both types of contests. But calculations by Catalist, a Democratic-voter-targeting firm, and Michael McDonald, a University of Florida political scientist who specializes in voter turnout, have found that voters with a college degree consistently make up about three to four percentage points more of the electorate in a midterm than in a presidential election. “When we see lower turnout elections,” like a midterm, “the gap between high-education and low-education voters increases,” McDonald told me. In close races, that gap could place a thumb on the scale for Democrats, partially offsetting the tendency of decreased turnout from younger and nonwhite voters in midterm elections.

    Republicans have mostly counted on voters’ dissatisfaction with inflation and Biden’s overall performance to recover lost ground in white-collar communities. But as the polls noted above suggest, many voters in those places are, at least for now, decoupling their disenchantment with Biden from their choices in House, Senate, and governor’s races. “Voters have concerns about the direction of the country,” the Democratic strategist Jesse Ferguson told me, “but they’re terrified of the direction it would take if these MAGA Republicans took power.”

    One reason for this decoupling may be that, although all families are feeling the effects of inflation, for white-collar professionals, it generally represents something more like an inconvenience than the agonizing vise it constitutes for working-class families.

    That doesn’t mean white-collar voters are unconcerned about the economy, but with less worry about week-to-week financial survival, they are more likely to be influenced by the trifecta of issues that have exploded in visibility over the past several months: abortion rights,  gun control, and the threats to American democracy revealed by the House committee investigating the January 6 insurrection.

    As last night’s Kansas result showed, abortion rights may be an especially powerful weapon for Democrats in white-collar areas. Polls, such as a recent survey by the nonpartisan Pew Research Center, have generally found that about two-thirds or more of voters with at least a four-year college degree believe abortion should remain legal in all or most circumstances. That support is evident even in states that generally lean toward the GOP: Recent public surveys found that strong majorities of voters with college degrees supported legal abortion in Georgia and Texas, and another survey showed majority backing among more affluent voters in Arizona.

    In deep-red Kansas, two-thirds or more of voters have just supported abortion rights in four of the state’s five largest counties. Particularly noteworthy was the huge turnout and massive margin (68 percent to 32 percent at latest count) for the pro-choice position in Johnson County, a well-educated suburb of Kansas City that demographically resembles many of the suburban areas that have moved toward Democrats around such cities as Philadelphia, Detroit, Atlanta, Austin, and Phoenix.

    Republican candidates this year have ceded virtually no ground to the pro-abortion-rights or pro-gun-control sentiments in those suburban areas. With the national protection for abortion revoked by the Supreme Court, almost all Republican-controlled states are on track to ban or restrict the practice. In swing states that have not yet done so, GOP gubernatorial candidates are promising to pursue tight limits. Dixon, the GOP’s Michigan nominee, said recently that she would push for an abortion ban with no exceptions for rape, incest, or the health of the mother (while she would allow them only in cases that threaten the mother’s life). Asked during a recent interview about a hypothetical case of a 14-year-old who had been impregnated by an uncle, Dixon explicitly said the teenager should carry the baby to term because “a life is a life for me.”

    Matt Mackowiak, a Texas-based Republican consultant, told me that the magnitude of the pro-abortion-rights vote in Kansas was “unexpected,” but it does not guarantee Democratic candidates’ suburban domination in November. “This was a rare up or down vote on this issue,” he told me in an email. “November will be different, as voters will have lots of reasons to vote and lots of issues to consider … Polls consistently show the economy trumping this issue in the minds of the voters.”

    But Democrats believe that the contrast on abortion will be highly consequential, especially in governor’s races, where Democrats such as the incumbent Gretchen Whitmer in Michigan and the nominee Josh Shapiro in Pennsylvania are presenting themselves as a last line of defense against Republicans intent on banning the procedure. Suburban “voters might have been thinking about voting Republican because they are unhappy with the direction of country and inflation, and they might decide to back Whitmer because of abortion,” Winter, the Democratic pollster, told me.

    The choice may not carry such immediate implications in House and Senate races, but leading Democrats are running on promises to pass legislation restoring the national right to abortion, while Republicans are either opposing such a bill or signaling openness to imposing a national ban. The two top Democratic challengers for Republican-held Senate seats (John Fetterman in Pennsylvania and Mandela Barnes in Wisconsin) have both called for ending the filibuster to pass legislation codifying national abortion rights.

    Davis, the former NRCC chair who represented a suburban Northern Virginia district, believes that even in white-collar communities supportive of abortion rights and gun control, Democrats won’t escape discontent over inflation. If Republicans could frame the election simply as a referendum on Biden’s performance, Davis told me, “that’s their path to victory and a path to an electoral landslide.” But, he added, the choice by GOP voters in so many states to nominate “exotic candidates” mostly linked to Trump has provided Democrats with an opportunity, particularly in higher-profile Senate and governor contests, to make this “a choice election.” And that, he said, gives Democrats a shot at winning enough “white ticket-splitters” to at least hold down their losses.

    Given the headwinds, Democrats would take a November outcome in which they narrowly lose the House but hold their Senate majority and preserve control of the governorships in the key swing states of Michigan, Pennsylvania, and Wisconsin, while perhaps adding some others, such as Arizona. With Biden’s approval rating still scuffling, that outcome is hardly guaranteed. But it remains a possibility largely because, as yesterday’s primaries showed, Republicans have responded to their suburban erosion by betting even more heavily on the policies and rhetoric that triggered their decline in the first place. In November, white-collar suburbs may be the deciding factor between a Republican rout and a split decision that leaves Democrats still standing to fight another day.

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    Ronald Brownstein

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