2020 Elections

Returning to School Is Going To Be Very Hard

Just think about what is going to be attempted in the next few weeks.  Some very large number of young Americans – 75m or so - will try to go back to school.  Kids will ride school buses and use other public transportation; they will be, play and eat together again; they will be required to social distance and mask, all day; many will have no access to daily exercise.  Millions of college age kids will travel to their schools via driving long distances, (staying where?), flying, while needing also to somehow transport their stuff.  Some significant percentage will have to quarantine for some time, being restricted to their dorm rooms.   

For those schools which are going virtual we know that virtual school doesn’t really work; that kids can’t sit front of a computer all day, and stay engaged; they miss their friends and are unhappy, depressed; that a large percentage of kids don’t have access to the Internet at home and can’t go to school at all, or have two parents who work out of the home, and many millions may be about to take a huge reduction in their temporary government benefits.  

Behind all of this is the fear that all parents have about either sending kids into the a place where the likelihood of them getting sick, and eventually spreading it to the rest of the family, skyrockets; or the fear of keeping kids at home, taking them away from friends, and attending to them all day, regardless of their age.  

Going back to school should have rightly been seen as an extraordinary national undertaking.  Our government should have been there helping families and communities grapple with a series of terrible choices; it should waged a national effort to defeat the virus this summer so return to school could have been easier; the President and his team should have been conducting discussions with governors and mayors on how to grapple with a DDay like mobilization.  Instead, our government has screamed at all of us to go back five days a week even though the virus is raging and killing across most of the country;  has LIED repeatedly about the threat the virus poses to young people and their families; has watered down CDC school guidance when it didn’t fit their ridiculous vision; has repeatedly undermined a societal wide embrace of masking and social distancing, basic tools we need to re-open; has more focused on golf outings and gassing two hundred protestors in Portland than making all this happen safely.  

As the author Anne Applebaum wrote today America’s attempt to return to school is “both tragic and grotesque.”  I wake this morning with a sense of impending doom.  As in almost every other moment in the COVID crisis we think it can’t really be this bad, this stupid; that somehow, it is just going to get better, or “disappear” as the President repeatedly says.  And it has been that magical thinking, that dangerously delusional thinking – that it was all going to just go away – which has prevented America from at any point in the COVID crisis from doing the right thing, preparing properly for the storm which continues to kill and cause so much harm.   

The President knew about COVID in early January of this year, perhaps as early as November.  We had a lot of time to prepare, like knowing a hurricane was coming a week out.  We could have sensitized the country to the difficult choices we had to make – lock downs, testing and tracing, what to do with the kids, social distancing/masking.  Nursing homes could have started taking precautions.  Testing centers could have been established.  All of those conversations, all of these things could have begun in January.  We could have locked down in February and been opened by April, May.  We could have come together as one country and worked together - as neighbors, parents, colleagues, friends, family – to have defeated the virus, together.  Instead we have this.  A public health catastrophe.  An economic catastrophe.  A human catastrophe.  A governing catastrophe.  A weakened nation, further divided, poorer, more in debt, less capable of looking out for itself.  It is both tragic and grotesque; and the President’s party will need to be held to account for what they’ve done to this once great country for a very long time.  

To the parents, teachers, school administrators, young adults, students, student-athletes, staff out there NDN wishes you the best this fall.  What is about to happen will be indescribably difficult.  As Americans we will give it our best, try to make it all work as best we can, adjust, recalibrate and keep fighting for our kids who deserve so much better.  One could only wish that the most powerful man in the country was right there fighting along with us. 

PS - "This is highly infections, and MLB didn't do what NBA did to put in place a really strict bubble.  It is a warning of what could potentially happen if we aren't very careful with the schools." Dr. Scott Gottlieb, CNBC, 8/3/20. 

PS2 - “The problem is the White House and the task force could never organize themselves to lead a federal response and bring virus transmission down to containment levels,” said Hotez, who has argued for the necessity of a federal containment plan that, if executed effectively, might allow the nation to reopen comprehensively as soon as October. “Instead they took a lazy and careless route, claiming schools are important, as we all know, and the teachers and principals need to figure it out. What they did was deliberately set up the teachers, staff, and parents to fail. It’s one of the most careless, incompetent, and heartless actions I’ve ever seen promoted by the executive branch of the federal government.”  From The Atlantic, 8/2/20.

Analysis: More Ghastly GOP Poll Numbers, Loud Dems, Trump's Strategy

Analysis: Another Week of Ghastly Polls for the GOP, Loud Dems, Trump’s Illiberalism

Our weekly poll roundup took a break last week for there just wasn’t a lot of news – everything was still terrible, worst case scenario bad for Trump and the GOP.  There wasn’t much to add to that story.  This week, same thing but couldn’t let two weeks pass.  So, let’s go to the polls!  

New Fox New polling had Biden up 13 in MN, 11 in MI, 9 in PA.  Quinnipiac had Biden up 13 (!!!!!!) in Florida and 1 in Texas.  2 national polls had Biden up more than 10 yesterday, Gallup found Party ID going from 47D/44R to 50D/38R last month, and there is a growing body of evidence Trump’s numbers on the economy have begun to head south – an ominous development for the GOP.  Democrats continued to put up very strong numbers in the key Senate races, and the DCCC reported 50% more cash on hand than the NRCC heading into the home stretch.  

Some notes on what we are seeing: 

What is Trump’s Strategy? As people who have been in politics a long time, it’s just impossible to explain what Trump and his campaign are doing now.  When you are down like he is, you need to associate yourself with issues which bring you more voters.  But again and again – on masking, the schools, refusal to fight COVID, letting the stimulus lapse, obeying Putin, challenging the protestors/defending rogue policing – the President embraces an extreme position, ones which often poll in the mid 30s.  Not one time in recent months has he chosen the popular thing, something that would allow him to work together with Democrats, and get his numbers up.  Instead this strategy of embracing extreme positions – send all kids back to school regardless of COVID! – has driven him to some of the worst numbers of his entire Presidency, and some of the worst an incumbent President has ever seen.  It’s a baffling re-election strategy.  

This lack of interest, or effort, in raising his standing concerns us.  It’s as if he has given up maintaining power through the election itself, and begun to lean into a series of truly extraordinary illiberal acts as his means for maintaining power – weakening the Postal Service, partnering again with the Russians to smear his Democratic opponent, delegitimizing the election, throwing Michael Cohen in jail/pardoning Roger Stone and perhaps most importantly, his fascistic mobilization against his domestic enemies, “the Radical Left.” 

As we’ve written, we worry that the speeches the President gave on July 3rd and 4th were an open admission that he was now going to attack “the left” not just through ads and a campaign, but with the United States government itself.  How else can you read this passage: “American heroes defeated the Nazis, dethroned the fascists, toppled the communists, saved American values, upheld American principles, and chased down the terrorists to the very ends of the Earth. We are now in the process of defeating the radical left, the Marxists, the anarchists, the agitators, the looters”?

And as we’ve seen in Portland in recent days, that process of using the government itself to attack his domestic opponents appears to have begun.  Everyone has to have eyes wide open here.  

The Democrats Are Going To Be Very Loud In the Home Stretch – Another thing which will make a GOP recovery this year far more difficult is what’s happened below the Presidential level these last two cycles.  As we enter this final push Democrats are going a new, extraordinary array of capable, well-funded candidates and newly elected statewide elected officials augmenting Biden’s campaign message – Senate races in battlegrounds with unprecedented amounts of money, inspiring House freshman running full out from their re-elections and incumbent Dem governors in MI, NC, PA, WI.  Despite not having the White House, the Democrats will have the money, the talent, the argument and superior campaigns to potentially control the dialogue in the final weeks, or at the very least, make it far harder for Republicans mount a serious counter in the closing days.  A good example is Arizona.  What does Mark Kelley spending $60m and leading by 7 in the Senate race mean for Joe Biden there? A whole heckuva lot.   

Another thing to watch for which may matter in this closing dynamic is whether Trump/GOP money begins drying up.  My guess is that it will, which could create an even more powerful vicious cycle for Trump and his party – to raise grassroots money in the end they have to embrace ever greater extremism, that extremism drives their poll numbers down even further, and so on……That stories appeared this week raising questions about the Trump family’s mismanagement of the campaign’s fundraising could be a sign that money is indeed beginning to dry up.  

The President's Illiberal Escalation in Portland Needs to End

Over the past few weeks, NDN has been raising the alarm (herehere and here) that the Trump Presidency had taken a dark turn, and that the likelihood of some kind of domestic crackdown or illiberal assault on the President’s perceived enemies was growing.

In his July 4th speech from the White House the President told us that he believed he and the US government were engaged in a war against a new enemy, a domestic enemy: "American heroes defeated the Nazis, dethroned the fascists, toppled the communists, saved American values, upheld American principles and chased down the terrorists to the very ends of the earth. We are now in the process of defeating the radical left, the Marxists, the anarchists, the agitators, the looters, and people who, in many instances, have absolutely no clue what they are doing."

In the past few days, we’ve gotten a taste of the kinds of things the President may be contemplating as part of his war against the “Radical Left.” We’ve learned there are unmarked federal troops grabbing Americans off the streets in Portland, Oregon, and taking them away in unmarked vans. The troops are snatching people off the streets of Portland, not just on federal property, and no one has any idea what is happening to the people who’ve been detained. None of these activities are being coordinated with local law enforcement, the city of Portland, the state of Oregon; and DHS has refused to explain what is happening to the public or the media.

Leaders of both parties, in Washington and the states, have to rise up with one voice today and demand the Administration end these lawless actions in Portland, and withdraw these troops and any others which have been “pre-deployed” to other cities in recent days. We also must demand that the President turn the attention of his government from these ridiculous and dangerous provocations to the main task at hand – defeating COVID19. The battle the President should be fighting and winning is against COVID, not a Putinesque one against his fellow Americans. 

Analysis: Should Dems Go For It?

Every Thursday NDN publishes its Thursday Poll Roundup, a deep dive into recent polling and political trends. You can sign up to receive it each week and feel free to review previous editions too. NDN’s Simon Rosenberg also does a regular Wednesday webinar on national polling trends – learn more, sign up here.  

Thursday Poll Roundup – Should Dems Go For It?

Top lines – Polls this week show no great change from the basic structure of what’ve been seeing over the past few weeksBiden is up by 8-10 points, Congressional Generic is 9, Trump job approval is -15, battleground states moving toward Biden, and Dems continue to outperform GOP Senate incumbents in AZ, CO, IA, ME, MT, NC – enough to flip the Senate. Early Q2 Senate Dem fundraising numbers show extraordinary, unprecedented hauls, meaning the Dem challengers will have enough money to tell their own stories, in their own words – as Dem candidates did so effectively in the 2018 cycle.  

Should Dems Go For It? A new Politico story about the Dems and 2020 has this passage:

"Simon Rosenberg, who worked as a senior consultant for the Democratic Congressional Campaign Committee in 2018, when the party swamped Republicans en route to the House majority, said the environment is just as ripe this year.

“The rationale for going big is clear: it can help flip the Senate, create a more powerful mandate for governing, and lock in wins for the coming reapportionment,” he said. “From a governing and party perspective, there will be a powerful case for going big, and trying to get to 400-plus Electoral College votes.” "

Targeting – choosing the strategy for how you win an election – is one of the most important parts of any campaign. Like anything involving strategy, the process of choosing targets must be data driven; and changes to that strategy, which always arise, must also be driven by data and the new campaign art of “analytics.” There is no right way or wrong way – just making calls based on what the data is telling you, and making adjustments as things change.

In 2018, the DCCC knew from its research that there were far many more seats available to us than there had been in previous elections, and the Committee, led by Rep. Ben Ray Lujan and Exec Director Dan Sena, made the decision to go for it, playing in 70 plus districts. Democrats ended up picking 40 seats, the very upper end of what was possible, winning many more seats than most experts predicted. With investment, well run campaigns, and good candidates, Democrats expanded the battlefield, which also had the advantage of spreading the GOP tactically thin and lessening their traditional advantage in fundraising. 

In politics, like life, you can’t score unless you shoot – and sometimes losing comes as much from not attempting or understanding how to win as it does from the other side beating you. In 2018 the DCCC took lots of shots and it paid off. 

To us, the choice the Biden campaign has to make whether to go big and expand the map is similar to what the DCCC’s team was looking at in 2018. Reach states like GA, IA, NC, TX (and maybe OH) are in play, and if there is enough money, investment, smart campaigns in those states these states can be won by the Biden campaign. We are skeptical at this point that the presidential race is going to tighten up – the structure we discuss above wants this to be an 8-10 point race, where it is now. Trump won 46% in 2016 and 44.8% in 2018 and has never shown the ability to crash through that very low ceiling. 45-46 puts the race at 8-10 pts. 8-10 pts means GA, IA, NC, TX are in play. 

The upside Dems are looking at by expanding the map and going for it is significant. Investing in those states and winning there helps the Senate flip; provides a deeper and broader governing mandate for President Biden; and locks in these gains for the all-important re-apportionment to come after this cycle. This is a very big upside indeed. 

Fighting for GA, IA, NC, TX (and maybe OH) doesn’t mean abandoning the core battleground states of AZ, FL, MI, PA, WI (and NH, NV to a lesser extent). The Biden campaign has a very experienced Presidential crew leading it and has been impressively sure-footed these last few months. They know what they are doing, and are agile enough to shift their strategy if the race does indeed tighten, protecting their leads in the core battlegrounds. But the data today sure suggests like 2018 Team Biden should expand the map and go for it – the upside for everything Democrats care about and have fought for is immense.  

Facing the Dark Turn of Trump's Presidency Head On

So, over the past few weeks, faced with plummeting poll numbers, one would have imagined the President would have changed course, ending a period of historic fecklessness, and attempted to work with Congress on tackling one of America’s many problems.  He could have easily reached out and worked to finally adopt a national strategy to tame the virus; advanced a next round of economic support and stimulus; found ways to honor the protests and promote racial reconciliation in America; discussed the best paths to reopen our schools this fall; improved the ACA, and ensured access to all during a pandemic; countered and challenged China’s swallowing of Hong Kong, stopped Russia’s attacks on our soldiers, people and interests; adopted a next generation approach to climate change; supported long term investments in improving our aging infrastructure……

Instead, the nation has been subject to an extraordinary, relentless and extended screed from the White House about the existential threat posed by the President’s perceived domestic political opponents, much of it imagined and fictional.  The performance of the President, the White House and its allies these past few weeks has been reprehensible and dangerous; the rhetoric we’ve been heard is outside what one could ever expect or accept in a democracy.  

If you haven’t read or watched the President’s speeches on July 3rd and 4th – just do it.  The language, the hyperbole, the violence will shock you. You will find phrases like "there is a new far-left fascism," "this left-wing cultural revolution is designed to overthrow the American Revolution," "radical assault" "the radical view of American history is a web of lies," "unleash a wave of violent crime.”  The Washington Post reported:  "He celebrated Independence Day with a dystopian speech in which he excoriated racial justice protesters as “evil” representatives of a “new far-left fascism” whose ultimate goal is “the end of America.” "

The single most poisonous passage came from his July 4th remarks: "American heroes defeated the Nazis, dethroned the fascists, toppled the communists, saved American values, upheld American principles and chased down the terrorists to the very ends of the earth.  We are now in the process of defeating the radical left, the Marxists, the anarchists, the agitators, the looters, and people who, in many instances, have absolutely no clue what they are doing."

Friends, we know the guy is loose with his words, but this is the President of the United States conjuring up some dangerous domestic enemy who needs to be fought the way we fought Nazi Germany, Soviet Russia, ISIS and Al Qaeda, with the American military, with death and assassinations.  This wasn’t a campaign speech, and the President wasn’t talking about politics or the 2020 elections.  It was an official speech by the President, from the White House, on the 4th of July, and it is was a call to arms by the leader of our government to kill and hunt down a dangerous domestic other.  

These words were not spoken in a vacuum.  A few weeks ago the Trump campaign bought ads on social media which screamed “Dangerous mobs of far-left groups are running through our streets and causing absolute mayhem. They are DESTROYING our cities – it is absolute madness.”  And in some ads the Trump campaign added a symbol used by the Nazis to “identify Communists, and was applied as well to Social Democrats, liberals, Freemasons and other members of opposition parties incarcerated by the Nazis.” Like in the President’s July 4th speech what the Trump campaign is clearly floating here is an authoritarian crackdown against domestic “enemies” and using to a Nazi symbol to do it – how in the world did we get here? 

Finally, the President has made these calls in a time of dangerous growth of a new international white supremacist extremist movement, one with clear ties to Russia.  In the last few weeks right wingers assassinated two law enforcement officers in Northern California, have been arrested on terror charges in Las Vegas, and an active duty Army private was arrested on terror charges for conspiring with an European Neo-Nazi group to kill American troops stationed there.  The President is using language and symbols these groups would understand as allied with their aims, and warning after warning has come from the FBI/DHS in recent weeks about the growing threat of these groups here in the US.  

What we have been worried about now is that the President really appears to be exploring, in word and deed (his gassing/shoot of unarmed protestors, use of the US military in DC), some kind of sustained violent assault against his domestic political enemies.  The language of his government and allies has grown far more apocalyptic and violent, and in recent days the President called on his supporters, some of whom are well armed, to take up the fight.  It feels as if we are the edge of something truly dangerous, illiberal and dark.   

We know, we know, it just can’t be that bad.  Trump doesn’t want Americans to die from COVID, lose their jobs and health insurance; doesn’t want the planet to burn; isn’t allowing Putin to kill American troops without challenge; isn’t really using Nazi symbols, encouraging domestic terrorism, threatening to hunt down and kill other Americans.  But, yes, of course, it is that bad; and our job is to stop pretending otherwise.  We’ve run out of innocent explanations.

Analysis: Trump’s Emerging Electoral College Challenge

Every Thursday, NDN publishes its Thursday Poll Roundup, a deep dive into recent polling and political trends. You can sign up to receive it each week and feel free to review previous editions too. 

Thursday Poll Roundup – Trump’s Emerging Electoral College Challenge

The big trends we’ve been writing about of late – the across the board weakness of the GOP brand – is still very evident this week: 

Biden/Trump      50.2/41.7   + 8.5   Real Clear Politics

Dem/Rep            48.6/40.7   +7.9   538 Congressional Generic

Trump                 41.6/55.1    -13.5 538 Trump Job Approval (Registered/Likely Voters)

Senate polling continues to bleak for the Rs, with none of their incumbents in the 11 seats  they are defending (AZ, CO, GA/2, IA, KS, KY, ME, MT, NC, SC) holding a clear lead at this point.  New polls have Greenfield leading Ernst 46-43 in IA, Ossof leading Purdue 45-44 in GA, Kelly leading McSally 51-42 in AZ and Peters leading James in MI 47-35.  With Democrats holding consistent leads in AZ, CO, IA, ME, NC the Senate looks very much within Senator Schumer’s grasp this year.  

What should be worrisome to Republicans now is the growing evidence that the President is no longer strong enough to win essential arguments with the public.  This trend manifested earlier this year during the Impeachment debate, where on most aspects of the elements of Impeachment – Democrats handling it fairly, witnesses/documents, etc – the President lost the argument, sometimes by very large margins.  We are seeing that now with his handling of COVID, the protests and police violence – all of these issues are breaking dramatically from the President’s stated positions.  A recent poll by the Washington Post put the President’s approval of handling the protests at 35/61, and then there is this data from this morning’s excellent Corona Navigator

Support the protests   66/29

Approve of police response 37/50

Black Lives Matter Fav/Unfav  65/29

Trump COVID Approval  42/57

Over the course of these defining 2020 issues – Impeachment, COVID, the protests – it is common to find the President and his positions in the 20s and 30s, rarely in the low 40s and never in the 50s.  This data, consistent in poll after poll, suggests the President is becoming a spent force, unable to bend and shape the national political environment in a way required for him to win this year.  

Finally, we are starting to get enough high quality polls in the states to get a sense of how the Electoral College is looking.  Using 538’s latest averages, with the race today between +8.5 to 9 pts for Biden, and giving Trump both IA and TX, today it is Biden 368 Electoral College votes, Trump 170 Let’s look at what happens if we tighten the race

Biden/Trump 53/47 (+6) – Trump gets to 219 (GA, NC, OH flip to Trump) 

Biden/Trump 52/48 (+4) – Trump to 230 (AZ flips to Trump)

Biden/Trump 51.5/48.5 (+3) – Trump to 250 (PA flips to Trump) 

Biden/Trump 51/49 (+2) – Trump to 260, maybe 289 (MN, maybe FL flip to Trump).  

Biden/Trump 50.5/49.5 (+1) – Trump to 293 (FL, NH flip to Trump)

 In 2016 Trump got 46% of the vote, and in a high turnout midterm in 2018, Trump/GOP received 44.8%.  For Trump to make this race competitive at this point he will have to make it a 2 point race and get all the way up to 49%, 3-4 pts higher than he was in the last two elections.  This would require him to gain millions of votes from people who have not voted for him before, even if he retained everyone who had voted for him and the GOP in the last two elections.  With historically high unemployment and deficits, COVID untamed, a President seemingly lost in a new and changing environment, a sure footed and smart Biden campaign, what do we really believe the chances of that kind of comeback are this year? 

Spend time with the 538 job approval tracker.  You will find that Trump has only been about 45/46 job approval with likely and registered voters for a day or two in his entire Presidency.  So to make the election competitive in this scenario, Trump will have to get to a job approval level that he has only had for a day or two in the last 3 ½ years, and a level of electoral support he has never come close to.  

These early state polls will change of course, as will the national landscape.  But part of what has made the Electoral College far more daunting for Trump than it was a few months ago is what appears to be significant recent slippage in FL and WI.  If those states remain where they are relative to the other states, this race is going to be very very hard for the President this year.   

On COVID, WTF Is the President Doing?

The data doesn’t lie. COVID here in the US, never tamedis spreading again at too fast a rate in too many states for the US govt to pretend it isn’t happening or for it not to act. Because the federal government has done so little to combat COVID (allowing us to have infection rates up there with exemplars Russia, Saudi Arabia, Brazil, and Sweden), there is much the President could do now to help the country re-open safely – support a national testing and tracing regime, start a big conversation about the need to mask and physically distance, challenge America’s young people to do their part and avoid risky behavior all would be a good place to start.  Our strategy for combatting COVID has failed; the cost to the US in lives, jobs, and our well-being has been immense; it is time now for the President to recognize the magnitude of his failure and course correct.

For all the early mistakes the President made, the most significant mistake he may have made has come in recent days – urging the country to re-open without having the proper tools and protocols in place to lessen the chance of a new surge. The President has time now to correct that mistake and stop asking the entire country to, in essence, sign a waiver absolving him for responsibility for what is happening. The easiest way to do this is for the President and his team to lead a conversation with the American people about the need to maintain physical distancing and mask. These are inexpensive solutions which if widely deployed, could do a great deal to contain the virus and allow us to live “new normal” lives without returning to lockdowns. The President’s attacks on masking and prudent measures by the states have been dangerous, profoundly stupid, and reckless. 

What remains so hard to understand is that with the President and his party seeing truly ruinous 2020 polling numbers, why isn’t the President changing course on COVID? He has clear evidence that the GOP governors who’ve been tough on COVID saw their job approval numbers skyrocket. He has a smart, clear, and well-trodden path to follow. Why, for the good of the nation and for his party, won’t he follow it?

At this point, given the very carnage we’ve seen, and the collapse of the GOP’s brand this spring, we are running out of charitable explanations for the President’s refusal to mount a national campaign to tame COVID. One should note the contrast of the President’s recent intense mobilization of the US military and other federal resources to combat a “terror threat" which didn’t exist to his dogged refusal to mount such an effort to combat the virus. The President didn’t leave our economic response to COVID to the states, or the response to his invented terror threat. Why he thinks it isn’t the responsibility of the federal government to lead a response to a pandemic which affects every American will be the stuff of discussions, books and seminars for a very long time – for it may be the single most destructive set of governing decisions in all of American history.   

Trump and GOP Struggles Continue, Under 45s, The Southwest

Every Thursday NDN publishes its Thursday Poll Roundup, a deep dive into recent polling and political trends. You can sign up to receive it each week and feel free to review previous editions too. 

Short entry today as the trends we are seeing this week are continuations of ones we discussed at length in our last two Thursday Roundups (here and here). Bottom line - five months out, the numbers for the President and the GOP incumbents in the Senate are about as bad as they can be. A few nuggets from new polling this week that stood out: 

Big Biden Numbers - Biden up 12 in Michigan, 9 in Wisconsin, 4 in North Carolina, 2 in OhioTexas and Iowa tied. In 2016 Trump won Ohio by 8.6, Iowa by 9.6 and Texas by 9.2, 

Biden up 14 in new CNN poll (55/41), which interestingly almost exactly tracks 538's Trump job approval aggregate, which today stands at 41.8/55, minus 13.2. 

More Bad Senate News for McConnell – In a new poll taken by a right leaning firm, Leader McConnell trails Amy McGrath in Kentucky 40-41. Using publically available polls no Republican Senate incumbent in any of these 11 GOP held seats - AZ, CO, GA (2), IA, KS, KY, ME, MT, NC, SC - has a definitive lead, and none has a recent public poll showing them above 45. As of today, all 11 of these seats may be in play – an incredible 2020 development. 

The Protestors Are Winning the Argument - We touched on this in our Tuesday email, but there has been a dramatic shift in America over the past few weeks on attitudes towards race and policing. Review these analyses from the NYTimes and the WaPo for more, and we will be tracking these developments closely in the days ahead. 

In the coming weeks, we are going to return to some of the demographic and political analysis NDN is well known for, and share some of our recent work below to whet your appetite a bit. Pay particular attention to the reports below on the under 45 vote, and the accelerating deterioration of the GOP brand in the heavily Mexican-American parts of this US. 

On Wednesdays, be sure to catch our weekly look via Zoom at the 2020 elections and US politics. We do it every week at 2 pm ET, with alternating topics each week. The data is always fresh and current, so if you join us each week, you will always learn something new.

2020 Background Analyses

Americans Under 45 Are Breaking Hard Toward The Democrats - And For Good Reason- Among the most significant political developments of the Trump era is the dramatic shift of under 45 year old voters towards the Democrats. From 2000 to 2016, D margin w/under 45s was 6 points. In 2018 it was 25. 

Dems Have Already Won Back Voters In The Rust Belt. It's Trump Who Needs To Win Them Back Now- It is a myth that Trump's anti-immigrant and protectionist policies have made it difficult for Democrats to win in the Rust Belt in 2020. Trump is trailing badly there now raising questions about Trumpism itself has become a grand failure. 

Notes On The GOP's Erosion In The Southwest- The dramatic erosion of the GOP brand in the heavily Mexican-American parts of the country over the past two elections is one of the biggest stories in American politics. Trump's border extremism has cost the GOP dearly, and it hasn't kept the industrial north from slipping away. 

In All Important Florida, Democrats Lost Ground With Hispanic Voters- In a year when Democrats made gains with Hispanics across the nation, Florida Democrats saw their performance with Hispanics decline. Work has to be done to figure out why. 

$38 Million For Beto, And Why It Matters- Democrats have been raising a lot of money this cycle. This is not just about fear of Trump - it is about the broad adoption of a more authentic people based politics suited for the digital age championed by Dean, Obama, and yes, even Trump himself.

Out of Tragedy, Hope

Out of Tragedy, Hope – This has been an extraordinarily challenging and bitter time for America – a President impeached (and clearly guilty), the ravages of COVID19, Great Depression level job loss, repeated racial violence, protests marred by what DHS has been calling “violent opportunists,” and a shocking overreaction by the White House and law enforcement across the country.  It has been numbing, hard, an incredible period of struggle for so many. 

Then came this weekend, and somehow some of these spontaneous protests, born from such grief and pain, became joyous, warm, hopeful.  You could feel it in the air on Saturday walking along that big yellow Black Lives Matter mural painted on 16th street here in DC by Mayor Bowser.  You could see and feel it in the dancing, the peaceful crowds, the kids atop their parents’ shoulders, the pleasure of being around others after months and months apart.  Something changed in America these last few days. Bitterness, at least for now, was ceding to something more hopeful. 

New polling suggests things have indeed changed in recent days, and that those protesting are winning the argument with the President.  Clear majorities support the protests and are worried about police violence and systemic racism.  Concerns about looting and violence remain, as they should, but it is not hard to be for the protestors, upset at the police and White House violence and against the looting we saw.  The violent reaction we’ve seen from authorities to protests over exactly this kind of violence has helped push the American people into an unprecedented place on race and reforming law enforcement, as did, apprently, the experience of an overwelming majority of people who found the protests in their own areas of the country peaceful. 

Recent polling also continues to show that the public is very unhappy with how the President has handled both COVID and the protests, and together these governing and moral failures have taken a huge toll on the party of Trump and Mitch.  On Thursday we published a detailed review of just how bad the GOP’s numbers are now in both the Presidential race and swing Senate seats.  Since then the President’s numbers have continued to slide, and he is now in one of the worst moments of his entire Presidency.  We are starting to see unimaginable numbers show in up in reputable polls  –  Biden up 14 nationwide, 12 in Michigan, 9 in Wisconsin, Trump minus 13 job approval.   All this data suggests the desire to end this bitter, dark period in our history is swelling up into something powerful enough to alter the trajectory of the 2020 election and thus the country itself.

And that is welcome, and hopeful, news indeed.    

Analysis: 5 Months Out, Ds See Opportunity, Rs Trouble

This is the seventh piece in NDN's new weekly polling round-up, published every Thursday. You can find previous weeks' analyses here.

NDN's 2020 Polling Roundup - As we’ve written in our recent 2020 Polling Roundups, NDN has never been a subscriber to the Trump has magical powers school of political analysis.  Without the help of Jill Stein, Russia and the Comey Letter, Clinton would have likely beaten Trump by 5-8 points in 2016.  Trump’s job approval has been minus 10 or worse for more days than all other Presidents in their first term combined since polling was invented.  He’s led his party to three consecutive disastrous elections (2017/18/19) and he got himself impeached for trying to cheat in a crude and ridiculous way in the 2020 elections.  This is not the record of a political mastermind.  

The President received only 46% of the vote in 2016 even with lots of help from Russia and the FBI, and his party only got to 44.8% in 2018 losing a very high turn out midterm 44.8 to 52.4 (8.6 pts).  As there will be no third party candidate this time, Trump will have to get to at least 48% to have a shot at winning the Electoral College this year, meaning he’ll  have to win 2-3% pts of the vote he HAS NEVER HAD to be competitive. With civil unrest, Great Depression level unemployment, a still yet quelled pandemic, and Putin lite law and order bluster, is this likely? We don’t think so. 

Let’s look at where things stand five months out from the 2020 election: 

Job Approval – Using 538’s excellent tracker, the President’s job approval is 42.7% favorable, 53.8% unfavorable, -11.1 pts. On Election Day 2018 it was 44/52.4, -8-4, on a day where he was beaten by 8.6 pts.  So the President is significantly lower today than he was in a very high turnout midterm where he only received 44.8% and lost by 8.6 pts. 

Congressional Generic – On Election Day 2016 Democrats led in 538’s Congressional Generic tracker by 1 point, 45/44, and on Election Day 2018 it was 50.7/42.0, almost 9 pts. Today Democrats lead 48.7/40.9, 8 points.  This question – your Congressional preference – suggests the overall structure of the 2020 election is far more hostile to Republicans than in 2016, and remarkably similar to the 2018 outcome.  

Party ID – We tend to put a lot of stock in this number, as it is the answer to the basic question of what Party do you current affiliate with.  We are going to do a bit more work on this in the coming weeks as not every poll reports this number, and it is not tracked the same among all polls.  But today we will use a single poll as a surrogate for an aggregate, one that has been in the middle of the pack of polls recently, the daily GSG/GBAO tracker.  Today it has Party ID at 49% Dem, 41% Republican, 8 pts.  

Trump Biden Head to Heads – Using Real Clear Politics’ tracker, the current average is 49.9% Biden, 42.1% Trump, 7.8 pts.  Two polls, Monmouth and ABC/WaPo had Biden’s lead in the double digits this week.  

The Electoral College – Assuming MI and PA go to Biden, Trump must win all three of the next tier – AZ, FL, WI - to win, while also holding on to all of the next tier – GA, IA, NC, OH, TX.  In recent polling Biden leads in every one of these states except for Iowa and Texas, which are functionally tied.  Fox News polls released yesterday had Biden up by 9 in Wisconsin (!!!!), 4 in Arizona and 2 in Ohio. Trump is far below where he wants to be right now.  

The NYTimes has quite a story today which reports on how Trump world is coming to terms with how badly the election is going for him right now.  And don’t forget that all those elections Dems won in 2018 in these states – from Congress to governorships and in state houses – will make the collective Democratic voice in these states much louder this year, helping blunt the traditionally powerful Trump noise machine.    

The Senate – In our analysis last week we noted that Republicans are not performing well in any of the 10 seats they are defending this cycle.  Most of their incumbents are in the high 30s and low 40s, disaster territory for an incumbent this late in the cycle. The only state where Rs are even hitting 45 now is GA, and in one recent poll Senator Purdue trailed Ossoff, and Senator Loeffler was at 32%! 

As Simon was quoted in the NYTimes: “The Republican brand seems depressed across the board,” Simon Rosenberg, a Democratic strategist and founder of the NDN, said in an interview. “A lot of time senators can insulate themselves from the vagaries of the national electorate, but that doesn’t seem to be happening this time.”

Key Takeaways - So putting all this together we see Republican incumbents for President and Senate now living at 41-42-43, and a margin across many different measures of 7-8-9 for the Democrats.  One can only find a poll or two taken in the past several months where ANY Republican in ANY competitive state is even at 45%.  Trump’s job approval is 42.7; his head to head w/Biden is 42.1; Party ID and Congressional Generic is 41; most incumbent GOP Senators are topping out at 42 right now.  When numbers line up like this, and it is not always the case in elections that they do, a clear structure has developed within the electorate, and that structure, that dynamic is as negative for GOP as any election we here at NDN can remember at this point in an election cycle.  

So for Trump to win he and his Party are going to have to travel from 41-42-43 today to 48-49 in November. That my friends is a very very heavy lift, and it is particularly difficult for what is in essence the incumbent party.  Looking back over the past generation of US politics, you will be hard pressed to find any incumbent in a Federal race who was able to come back and win from 41-42-43 this late in the cycle.  And as we said, we don’t believe that Trump has magical powers, can defy traditional politics physics. He has never broken 46% in a race, and he enters the summer with America more battered and challenged than perhaps in any time in the past 100 years.  

Where this election wants to be today is Biden winning 53-55 to 45-47, and the Senate flipping.  Where it will be five months from now we don’t know, but based on all this data we’ve reviewed with you we believe we are more likely to see a Democratic wave this fall than Republicans holding onto either the Presidency or Senate.    

We believe when we look back at this time in future years, we will view President Trump as having been both an incompetent President and political strategist; incompetent but also very very lucky. 

Syndicate content