Monday Musings

A New Generation Of Democrats Will Have To Rise

As background, NDN produced a post-election memo in 2014, “A Wake Up Call For Democrats” which covers some of the ground in the memo below. The original version of this memo was published on the Wednesday after the election, and has been updated.  You can also find our thoughts in a series of post-election articles in Time, TNR, the Washington Post and others sources, and in this new US News op-ed, "Rediscovering the Democrats' North Star."

Clinton wins more votes, Dems gain in Senate and House – Yes, a bit spinny given the outcome, but true. Trump has won the Presidency, getting fewer votes than Clinton and winning his big 4 states - FL, MI, PA, WI - by less than 1.5%.  What is remarkable is that Democrats have now won more votes in 6 of past 7 Presidential elections, one of the best runs for a political party in US history and yet have very little to show for it.  In the exits last night Democrats had meaningful advantages in Party ID and favorability, and Barack Obama had a 53/45 approval rating. A plurality of voters even said they were better off than they were four years ago.

The GOP, a party that has won more votes in a national election only once since 1988, amazingly has more power today in Washington than any time since 1928.  That our system could produce this outcome is one of the things that makes America exceptional.

The exits confirm that last night was not a repudiation of the Democratic Party’s agenda, or a significant affirmation of the direction Trump wants to take the country:

-48% said Obamacare was just right or didn’t go far enough, 47% said too far
-70% said illegal immigrants should stay, 25% said deport
-41% approve of building the wall, 54% say no
-48% said criminal justice system treats blacks unfairly, 43% fairly
-31% say they are better off today, 27% worse off, 49% same

Even on the issue of global trade, 42% said trade takes away jobs, 38% said creates jobs.

So what this means in practical terms is that it is hard for Trump and the Republicans to claim a clear mandate. They have only won one more votes in a national election once since 1988, and will have to work hard in the coming months to build majority support for their agenda.

Dems Need A Big Discussion About Turnout, Our Coalition – Democrats need to have a robust debate about why we’ve had such a hard time replicating Obama’s success with the majority coalition he built in 2010, 2014 and again in 2016. No doubt that the Trump campaign impressively outperformed expectations in most national polls. But an early and quick read on the data suggests that once again the Democrats did not meet their targets with their own voters – and in this race resources were not an issue. More on this issue in future memos.

Younger Americans Are Much More Democratic – Using the national exit polls, voters under 45 went for Clinton 53% to 39%, and those 45 and over went for Trump 52% to 44%. 56% of the electorate was 45 and over, 44% under 45. Maximizing the under 45 vote – people who came of age after Reagan’s Presidency – remains one of the highest demographic priorities for Democrats. Not sure what it means yet, but the 4 states that cost Clinton the election last night – FL, MI, PA, WI – have very low %s of Millennials compared to other states.

For more on Millennials and the youth vote, see our new report on Millennials, this excellent post-election report from Tufts/Tisch/CIRCLE, and Democracy Corp's election night survey showing the Millennial share of the electorate grew from 19% in 2012 to a remarkable 29% in 2016. 

Huge Mistakes By Clinton Campaign - It is hard to escape the conclusion that the Clinton campaign both badly misread the election in the final months, and made terrible decisions about the allocation of its campaign resources and candidate time.  This new article by Sam Stein in the Huffington Post captures the failures in Michigan and Wisconsin.  But it goes deeper than just those two states. Discussions have to be had about huge overinvestments in IA, NC and OH, and whether AZ should have been a prime target general election target from June on.  As of 11/20, Clinton's margin in AZ is only 3.6%, better than the Democratic performance in IA, NC and OH (see our new memo on AZ, and the strong showing for Dems in CA and TX too).  Politico just published a new report on how the Clinton campaign blew Michigan - and it is tough reading.  And then there is the question of Trump's far more aggressive general election campaign schedule, something that no doubt made a difference in a very close race. 

Given the financial advantages and unified party behind the campaign, the team running Clintonworld will have to explain to the rest of us about what appears to be fatal misjudgements in the general election. 

Thanks Comey! – According to the exits, of the 26% of people who made up their minds in the last month, Trump won them 49%-39% (yes during the period of the debates, the Access Hollywood video). Of the 73% who made up their minds before the last month, Clinton won 51%-46%. Very hard to not conclude from this data that the Comey intervention in the election was consequential.

Not sure all of us have yet processed the unprecedented intervention of a foreign government and the FBI in this election. With Rs in charge of Congress and the White House, will be hard to have this conversation next year but it is a conversation that needs having. 

Political Reform – Given the obvious concerns about a “rigged” system that no longer works for everyday people, why Hillary Clinton never developed a serious conversation around reforming our politics remains one of the great mysteries of the 2016 election. See my piece from December, 2012 about why political reform had to become central to the politics of the center-left in the years ahead. 

A New Generation of Democrats Will Have to Lead Now – The Obama Presidency and the 24 years of leadership provided by Bill and Hillary Clinton will now yield to a new era for the Democratic Party. Surveying the landscape – Schumer, Kaine, Booker, Sanders, Warren, Becerra, Michael Bennett, Kamala Harris, Gavin Newsom, Joe Kennedy, the Castros, Tulsi Gabbard, etc – Democrats have a very promising set of leaders capable of carrying the Party forward.

Democrats will also have to become far more purposeful about preparing for the generational handoff from Boomer generation politicians to younger ones. The Democratic Party is a young, diverse and growing party. Its future success will depend on advancing leaders who can connect with and excite these voters. 

Big questions now about what the Obamas do, and the role they play in what comes next.

Folks Should Be Careful About Calling This A Change Election – While there is clear evidence “change” was something people sought, the country is neither as angry or disquieted as some have been suggesting. Let’s go through some data here. Incomes have been going up for four years. 2015 saw the largest income gains for American workers in the recorded economic history of the United States. The unemployment rate is under 5%. Violent crime, the killings of Americans by terrorists and the killing of police are all at rates far lower than during the Bush Administration. The uninsured rate is at historic lows. Heath inflation, the biggest driver of the deficit, has been lower this decade than in a generation. Energy prices are low, America has become a net energy exporter, and the growth of renewables is exploding. The net flow of unauthorized immigrants into the US has gone from 400,000 a year under Bush to zero today, while trade with Mexico has more than doubled.

And public opinion confirms this. In a recent Gallup poll 62% of Americans said things are getting better. 53% of Americans report that things are good in a recent CNN poll. President Obama’s approval rating is in the mid to high 50s, the highest mark of his second term and higher than President Reagan at the end of his Presidency. A recent Bloomberg poll found only 28% of Americans saying that since Obama’s election they are worse off, with 21% saying things are the same and 49% better. While the exits last night found fewer people saying better off, the number saying worse off was about the same – 27%.  And in the exits, 37% said the next generation will be better off, 34% said worse.  This simply isn't rebellion level numbers folks. 

The exits also asked a direct question – which candidate quality mattered most? 39% said “can bring change,” and they went 83% to 14% for Trump. This is a plurality, not a majority. 

This is not to say that we don’t have challenges, or that that there isn’t disquiet in the American electorate. But it is not a majority sentiment of the public at large, and was not even close to being a majority sentiment of those who voted last night. But it is a majority sentiment of Republican voters as this party break out of recent CNN data suggests:

Source: CNN/ORC poll data from September 1-4, 2016. According to this CNN/ORC poll, 53 percent of Americans believe economic conditions in the US are good. The question asked in the survey was: “How would you rate the economic conditions in the country today -- as very good, somewhat good, somewhat poor, or very poor?” See our recent report, “America Is Better Off And Safer Today” for citations for the data in this section.

Memo: A New Generation of Democrats Will Have To Rise – Our 2016 Post Election Memo

As background, NDN produced a post-election memo in 2014, “A Wake Up Call For Democrats” which covers some of the ground in the memo below. This memo was written quickly, and we intend to update it in the coming days.

Clinton wins more votes, Dems gain in Senate and House – Yes, a bit spinny given the outcome, but true. What is remarkable is that Democrats have now won more votes in 6 of past 7 Presidential elections, one of the best runs for a political party in US history. In the exits last night Democrats had meaningful advantages in Party ID and favorability, and Barack Obama had a 53/45 approval rating. A plurality of voters even said they were better off than they were four years ago. What remains exceptional about America today is that we are the only country in the world where if you win more votes you don’t necessarily gain control over the government and legislature. The GOP, a party that has won more votes in a national election only once since 1988 remarkably has more power today in Washington than any time since 1928.

The exits confirm that last night was not a repudiation of the Democratic Party’s agenda, or a significant affirmation of the direction Trump wants to take the country:

-48% said Obamacare was just right or didn’t go far enough, 47% said too far
-70% said illegal immigrants should stay, 25% said deport
-41% approve of building the wall, 54% say no
-48% said criminal justice system treats blacks unfairly, 43% fairly
-31% say they are better off today, 27% worse off, 49% same
-37% say next generation will be better off, 34% said worse

Even on the issue of global trade, 42% said trade takes away jobs, 38% said creates jobs.

So what this means in practical terms is that it is hard for Trump and the Republicans to claim a clear mandate. They have only won one more votes in a national election once since 1988, and will have to work hard in the coming months to build majority support for their agenda.

Dems Need A Big Discussion About Turnout, Our Coalition – Democrats need to have a robust debate about why we’ve had such a hard time replicating Obama’s success with the majority coalition he built in 2010, 2014 and again in 2016. No doubt that the Trump campaign impressively outperformed expectations in most national polls. But an early and quick read on the data suggests that once again the Democrats did not meet their targets with their own voters – and in this race resources were not an issue. More on this issue in future memos.

Younger Americans Are Much More Democratic – Using the exits, voters under 45 went for Clinton 52% to 40%, and those 45 and over went for Trump 53% to 44%. 56% of the electorate was 45 and over, 44% under 45. Maximizing the under 45 vote – people who came of age after Reagan’s Presidency – remains one of the highest demographic priorities for Democrats. Not sure what it means yet, but the 4 states that cost Clinton the election last night – FL, MI, PA, WI – have very low %s of Millennials compared to other states.

A New Generation of Democrats Will Have to Lead Now – The Obama Presidency and the 24 years of leadership provided by Bill and Hillary Clinton will now yield to a new era for the Democratic Party. Surveying the landscape – Schumer, Kaine, Booker, Sanders, Warren, Becerra, Michael Bennett, Kamala Harris, Gavin Newsom, the Castros, Tulsi Gabbard, etc – Democrats have a very promising set of leaders capable of carrying the Party forward.

Democrats will also have to become far more purposeful about preparing for the generational handoff from Boomer generation politicians to younger ones. The Democratic Party is a young, diverse and growing party. Its future success will depend on advancing leaders who can connect with and excite these voters.
Big questions now about what the Obamas do, and the role they play in what comes next.

Thanks Comey! – According to the exits, of the 26% of people who made up their minds in the last month, Trump won them 49%-39% (yes during the period of the debates, the Access Hollywood video). Of the 73% who made up their minds before the last month, Clinton won 51%-46%. Very hard to not conclude from this data that the Comey intervention in the election was consequential.

Not sure all of us have yet processed the unprecedented intervention of a foreign government and the FBI in this election. With Rs in charge of Congress and the White House, will be hard to have this conversation next year but it is a conversation that needs having.

Political Reform – Given the obvious concerns about a “rigged” system that no longer works for everyday people, why Hillary Clinton never developed a serious conversation around reforming our politics remains one of the great mysteries of the 2016 election.

Folks Should Be Careful About Calling This A Change Election – While there is clear evidence “change” was something people sought, the country is neither as angry or disquieted as some have been suggesting. Let’s go through some data here. Incomes have been going up for four years. 2015 saw the largest income gains for American workers in the recorded economic history of the United States. The unemployment rate is under 5%. Violent crime, the killings of Americans by terrorists and the killing of police are all at rates far lower than during the Bush Administration. The uninsured rate is at historic lows. Heath inflation, the biggest driver of the deficit, has been lower this decade than in a generation. Energy prices are low, America has become a net energy exporter, and the growth of renewables is exploding. The net flow of unauthorized immigrants into the US has gone from 400,000 a year under Bush to zero today, while trade with Mexico has more than doubled.

And public opinion confirms this. In a recent Gallup poll 62% of Americans said things are getting better. 53% of Americans report that things are good in a recent CNN poll. President Obama’s approval rating is in the mid to high 50s, the highest mark of his second term and higher than President Reagan at the end of his Presidency. A recent Bloomberg poll found only 28% of Americans since Obama’s election they are worse off, with 21% saying things are the same and 49% better. While the exits last night found fewer people saying better off, the number saying worse off was about the same – 27%.

The exits also asked a direct question – which candidate quality mattered most? 39% said “can bring change,” and they went 83% to 14% for Trump. This is a plurality, not a majority.

This is not to say that we don’t have challenges, or that that there isn’t disquiet in the American electorate. But it is not a majority sentiment of the public at large, and was not even close to being a majority sentiment of those who voted last night. But it is a majority sentiment of Republican voters as this party break out of recent CNN data suggests:

Source: CNN/ORC poll data from September 1-4, 2016. According to this CNN/ORC poll, 53 percent of Americans believe economic conditions in the US are good. The question asked in the survey was: “How would you rate the economic conditions in the country today -- as very good, somewhat good, somewhat poor, or very poor?” See our recent report, “America Is Better Off And Safer Today” for citations for the data in this section.

Column: Thoughts on the New Democratic Coalition (esp Hispanics/Millennials)

“Monday Musings” is a new column looking at the 2016 elections published most Mondays. You can find previous editions here.

2016 Overview – Using our regular polling aggregator, Clinton leads this week 46/42. The race is clearly tightening, both across the country and in the 13 battleground states. This of course was to be suspected. Trump had been struggling for months to consolidate the Republican electorate, and is slowly, slowly doing so now. One should expect him to continue to do so until he is regularly polling at 45%. The question begs – can Clinton answer, regain some of the standing she’s lost in recent weeks, and put the race away?

To do so Clinton is now functionally running against three candidates – Trump, Johnson and Stein. Simply, if Clinton performs well at the debates, spends her time, particularly in the 1st debate, making her case, laying out her plans, conveying her optimism and can do spirit, she should be able to pull voters who’ve wandered over to Johnson and Stein. But the campaign would be wise now to start kicking around ways to create more excitement about this race for Democratic voters – inspirational videos, more Michelle Obama and Cory Booker, things that provide a lift and resist the deeply negative environment that I worry is indirectly suppressing our voters. We need more “for” to complement the very well articulated with hundreds of millions of dollars of the “against.” And count me in on the idea of having aging politicians lecturing voters why the vote for a Clinton alternative is “youthful” or a “waste” is itself a waste of time. Time now to focus on making our case. And as I wrote last week, we have a compelling case to make indeed.

On the new Democratic Coalition and turnout – In the last week we’ve seen a stream of stories about how Democratic voters are less enthusiastic about voting than Republicans, and emerging weaknesses with two of the pillars of the muscular new Democratic coalition, Hispanics and Millennials. Whether this is true or not is a bit hard to tell, but that is in some ways the point. Given how important this new electorate is to 2016 and the future of the Democratic Party, there shouldn’t be any confusion about what is going on with these voters at this point in the election cycle.

A decade ago NDN was among a handful of organizations and researchers who pointed out that American politics was in the process of going through a huge demographic transformation, one driven by the explosion of two emergent groups, Hispanics and Millennials. Perhaps more than any other organization in American politics NDN focused on these two groups in particular, capped by the major magazine piece Pete Leyden and I penned for Mother Jones in 2007 (yes prior to Obama winning in 2008). In our piece, and in the hundreds of presentations we’ve done on the subject, we argued that these demographic changes represented a big “opportunity” for Democrats if their politics could adapt to the sensibilities and the far different media consumption habits of these new potential voters. We do not and have never believed demography was destiny. It was an opportunity to be seized, and never guaranteed (Bush showed us this in 2000 and 2004).

In the last few elections we’ve seen the opportunity this emerging electorate offers, and the perils for Democrats in not getting it right. In part by surfing this demographic wave, Barack Obama received 53 and 51 percent of the vote in his two elections, the best showing for Democrats in back to back elections since 1940 and 1944. But at the same time, during this same period of historic success, we had two disastrous midterm elections. In a series of essays (here and here) and a major poll we did in the spring of 2010, NDN warned that these new voters were far less committed to voting in mid-terms and that left unaddressed we could see a very bad election ahead. My own view since 2010 has been simple: as Tip O’Neill said, we cannot expect someone’s vote unless we ask for it, and we just weren’t asking for the votes of this new electorate with the money and strategic intent we were with the rest of the electorate. This was a bit of an “old dogs new tricks problem,” and as Harry Reid says in today’s Washington Post, it is also expensive (and I would add hard, complicated and requiring the reinvention of the traditional 20th century campaign model).

So heading into 2016 it was conventional wisdom that a great deal of the Democratic Party’s success would ride on the ability to get this new Democratic Coalition (it is not Obama’s coalition, and I will leave that for another day) to be actively engaged in the election. This was particularly important, for given the growth of both Hispanics and Millennials, the electorate this year was projected to be about 2 percentage points more favorable to the Democratic nominee. Getting this part right, holding all other things equal, would make success far more likely.

Which was why I became loudly opposed to the Democratic debate schedule when it was first announced last summer. It was in many ways it was the exact opposite of what was required by the Party to address this strategic opportunity/challenge. Nothing was built in to appeal to Millennials, the Hispanic/Spanish part was TBD, and the choice of old school broadcast networks on the weekends was seemingly designed to create as few impressions with all voters as possible. Given the success of the Party and its 26 debates and highly competitive primary in 2008, it was hard to justify a big change in the debate strategy; it was impossible to justify the schedule the DNC committed to last summer. Look at the results: the GOP’s debates were seen by over 100m more people than the Democrats, an impression gap worth literally hundreds of millions if not billions of dollars. And we did nothing to address this core strategic challenge that we need to design and learn new ways to reach new audiences that are far more open to hearing from us than them.

The burden of re-inventing the 20th century broadcast model of American politics falls far more heavily on the Democrats, as our coalition is younger and has far more rapidly left the reach of a traditional 30 second spot. The DNC should have used these debates to have experimented with the model, bringing in new partners and models, showcased younger more diverse leaders, etc. Lots of things could have been tried, but instead we relied on media partners from the predigital age (incl PBS!!!!!!!!!!!) of media and few people watched. No Buzzfeed, Huffington Post, Snapchat, Twitch, Vice. Our clear message to this emerging electorate who remain episodic voters – our party is not speaking to you. It was one of the greatest mistakes by a major American political party in my lifetime.

Given the fear Democrats should have had about this new coalition not adequately showing up in 2016 literally everything the Party should have done these past two years should have been designed to engage these new audiences in new ways. And that’s why reading these articles – Spanish language ads starting 10 days ago (In May in 2012, March in 2004), the Millennial effort beginning today, no clear evidence of major Hispanic strategy at the DSCC – you just have to sit back and say WTF guys. Given both the promise and very real challenges of engaging the new electorate the only justifiable strategy would have been to spend more money and to have created more impressions (asking for their vote) than ever before.There is no strategic logic for less, particularly when there are as many as 20 million more Millennials and 4m more Hispanics in the electorate than in 2012.

In my mind, the Democratic Party had one truly significant strategic challenge this cycle – to have ensured that we had a tested, true and funded national strategy to ensure this emerging electorate did not underperform again. Sitting where I sit today, it is clear that we are not there yet. Democrats are still likely to win this year but man is it long past time for there to be a big national conversation about how are going to finally once and for all become the party of the digital age and this new electorate that offers us so much promise and opportunity. 

P.S. Simon wrote about these matters extensively in his 2014 post-election memo, "A Wake Up Call For Democrats".

Column: Clinton Expands The Map, Trump's Worrisome Embrace of Putin

“Monday Musings” is a new column looking at the 2016 elections published most Mondays. You can find previous editions here.

2016 Overview – With fewer than 60 days to Election Day, according to our polling aggregate Clinton continues to hold a substantial 5 point lead in the race, 46-41. A few things to also note: 1) While Clinton retains this 5 point lead, a majority of public polls now have the race within 2 points. 2) Trump is still struggling to get out of the low 40s, and is only above 42% in a handful of either national or battleground state polls. 3) Clinton has successfully expanded the battleground to three new states – AZ, GA and NC. New polls from NBC this weekend should both AZ and GA to be a dead heat, and she leads in most North Carolina polls.

This last point is significant. A larger battleground allows the Clinton financial and organizational advantage to become magnified, as her resources – including powerful surrogates – are being deployed in more than just 10 states (the core battleground - CO, FL, IA, NV, PA, MI, NH, OH, WI, VA). This not only puts much more pressure on the under-resourced Trump operation, but it will mean more wins for Democrats down ballot in these additional states. For the Republican Party who has struggled so much at the national level in recent elections this expansion of the map is a very ominous development.

The move of Arizona into a pure toss up (two good polls out this week have the race dead even, Romney won by 9 pts in 2012) is one that should be particularly worrisome for the national GOP. For it means that soon Texas will start to be in play for Democrats, and not just statewide – Hispanics make up more than 15% of eligible voters in fully 15 Congressional seats held by Republicans in Texas, and 5 of those have more than 25% share. Dedicated, funded campaigns designed to get Hispanic turnout up in those districts could have a significant impact on the balance of power in the House in coming years. The last two public polls of Texas have Clinton up 1, and Trump up 6. Even assuming a 6 point spread, this is way way too close for the GOP to feel good about.

For those wondering about the state of play in the House, this Politico piece is well worth reading.

Trump and Putin – While Trump’s apparent admiration for Vladimir Putin has gotten a lot of attention of late, it is his embrace of Putin’s worldview that should be most alarming to Americans and to his fellow Republicans. Trump and his top supporters, including Governor Pence, have repeatedly praised Putin’s “strength,” admiring of his ability to prosecute his agenda on the world stage particularly in the Middlle East. But let’s look at that agenda a bit, and question whether it deserves praise and admiration.

In the Middle East, Putin is funding and protecting Syria's Assad, and is thus directly complicit in mass slaughter of civilians, the lengthening of the Civil War, and the massive refugee crisis in Europe that is doing so much to weaken establishment parties in Europe right now.  Putin has also for years been Iran’s primary backer on the global stage, including at the UN. The ISIS insurgency is primarily a fight against the Iran/Shi’a aligned regimes in both Syrian and Iraq, and thus one could argue that it has been Russia more than any other global power who has been responsible for creating the conditions that have led to both the rise of Iran as a regional power and ISIS itself - something Trump blames Hillary Clinton for daily.  

The distance between Putin's approach to the Middle East and the very public demonization of Iran we've heard from the GOP over the past few years could not be greater. 

His “strength” has also led Putin to invade and occupy portions of a foreign neighbor, and like Trump, support Brexit, weakening of both Europe and NATO (see this piece for a longer discussion of this).  His “strength” has also put him right in the middle of both the greatest sport cheating scandal in history, the FIFA scandal, and now the greatest Olympic cheating scandal in history. The level of cheating and corruption practiced by Russia on the global sports stage has no historic parallel, and is another sign of Putin’s utter contempt for a rules-based, international system.

Third, Putin is a leader of what has become the most pernicious political economy of the 21st century – the petro state. There is perhaps no system more antithetical to the American creed than petro states – unaccountable dictatorships, systems whose wealth and power is derived from mass pollution of the planet and the threat of global instability (which keeps oil prices high) rather than a commitment to the current global system.

Which brings me to my final point – that Trump, like Putin, has denigrated institutions and conventions which keep our democracy strong. He has broken from time honored bi-partisan tradition and refused to release his tax returns and his medical records, and has even failed to produce Melania’s basic immigration documents that he promised weeks ago.. He has refused to allow press to travel on his plane, and ended the traditiona of the “protective pool” that would travel with him at all times of day. He already said the election will be rigged and thus illegitimate, has encouraged the hacking of a major political party in the US by a foreign power to help disrupt our election and constantly calls the media and political elites dishonest and corrupt. He has questioned the efficacy of NATO and the European project, praised Brexit, and has said he will rip up trade agreements we have with other nations, violating international law and weakening the global trading system that has done so much to advance democratic capitalism around the world.

It would be one thing to praise Putin’s charm, but to praise his leadership and “strength” is praising a man who gets up every day fighting against time worn American values and the modern world we helped build. This is the very opposite of patriotism, and to me is the single most troubling manifestation of the new politics of Trump.

On 2016: We Are Better Off Today

“Monday Musings” is a new column looking at the 2016 elections published most Mondays. You can find previous editions here.

2016 Overview – Sticking with the poll average we’ve used all election, Clinton heads into the home stretch up 48.1/42.5 over Trump. The Real Clear Politics “No Toss Ups” Electoral College map has it 340/198 for Clinton. While the race has tightened a bit, and the CNN poll shows Trump up today, I will stick with the data in front of us – Clinton holds a firm lead on Labor Day. It was always inevitable that Trump would claw his way back to the mid 40s from the historically low place he has been in recent months. Part of what we are seeing is the slow, painful “coming home” of Rs who are holding their noses and deciding to vote for Trump. My expectation is that heading into the 1st debate on September 26th Clinton will hold a 3-4 point lead.

The Real Clear Senate “No Toss Ups” has it 50/50, which would give control to the Democrats if Clinton wins. Any way you look at this election right now, we should expect it to be competitive across the board. The ace in the hole for Democrats is their huge financial and organization advantage, which could make a significant difference in close states either for President or Senate. More on the House next week.

We Are Better Off Today – One of the most significant sets of data in the 2016 revolves around the perception of the performance of President Obama. As I’ve said for years now, if folks don’t believe that Democrats did a good job these last eight years there won’t be any reason for them to vote for them in 2016. We know that President Obama’s various approval ratings hover in the high 40s, low 50s, and in some polls are the highest they’ve been in his second term. We know that the employment rate is below 5%; median incomes have been rising in the US since 2011; there is direct evidence now that wages have alos been rising since 2013; the stock market is at historic highs; the annual deficit is less than half of what it was when Obama took office; 20m have health insurance today who didn’t have it and the growth health care costs are slowing: despite dystopian rhetoric from Donald Trump, crime rates in the US have plummeted over the past generation and investment in our cities has soared; energy costs are lower today, domestic production is up and we’ve begun to make the transition to a cleaner energy future in earnest.

To me it is clear and evident that things are better today than when Obama took office.

Helping fill in this picture a bit comes a brand new study from Gallup. We include the key graphs from the study but this shows is that simply isn’t a high level of discontent in the country right now. 80% of Americans say they are satisfied with their current standard of living, and 50% say things are getting better for them. Take a look:
 

 

Democrats need to do a better job owning the success of their past two Presidents. Both have left the country far better than they found it. The same cannot be said of the last two Republican Presidents. If Democrats were to move one single message as a party in the final two months of the election it would be this – when they are in power, things better. When the Rs are in power, things get worse. This is both true, and germane to the debate we are having in America right now.

We end with a chart that Jared Bernstein used in a recent Washington Post piece,  It shows that median income has been rising since 2011. 

On Trump, Immigration and Deporting Criminals First

“Monday Musings” is a new column looking at the 2016 elections published most Mondays. You can find previous editions here.

In recent days, some Trump supporters have indicated that the reported evolution in Trump’s thinking on immigration will focus on ways to ensure that unauthorized immigrations with criminal records become a more significant priority for deportation. Last night on the O’Reilly Factor, Trump confirmed that he is indeed attempting to land in some new place on immigration, though where exactly still remains to be seen.

For those reporting/commenting on this evolving issue in the days ahead it is important to keep a few things in mind:

Deporting Criminals First Has Been USG Policy Since 2011 – In the aftermath of the GOP’s blocking of immigration reform in 2010, the Administration took significant steps to prioritize its immigration enforcement efforts in two areas – border deterrence and those with criminal records in the US. The vast majority of those deported from the US in the years since have fallen into those two categories. If this indeed is the direction Trump is going in, he will be endorsing existing long standing Obama Administration immigration and border enforcement strategies. You can find out more about these changes in US policy in this long brief I did last summer.

This new and smarter policy direction has been successful – flow of undocumented immigrants into the country have plummeted; the number of undocumented immigrants in the country today is less than when President Obama took office; it allows limited federal, state and local law enforcement to focus on more serious criminals both undocumented and those legally here in the US; and those undocumented immigrants without criminal records have far less to fear from the US government and can keep working and contributing to the economy.

It is important to note that since the implementation of this new strategy in 2011, Hispanics in the US have made very dramatic economic gains.

Given the success of this new policy in recent years, it would be wise for candidate Trump to embrace it. But as Greg Sargent reports this morning, his apparent embrace of this approach is in direct conflict with the television ad he is currently running, and more than a year of statements he has made about “open borders” and our ineffective border and immigration enforcement system.

In his new piece, Sargent also reminds us that last night Trump only seemed to endorse Obama’s immigration enforcement priorities. No mention of what to do with the millions of unauthorized immigrants who remain.

House GOP on Record Opposing Deporting Criminals First – In 2013 and again in 2014, the House GOP, led by restrictionist Rep. Steve King, voted to prevent the Administration from using its power of “prosecutorial discretion” to prioritize the removal serious criminals and recent border crossers over those without criminal records. This means that if Trump heads in the direction already embraced by the Obama Administration, he will be breaking from the restrictionist wing of his own Party, and his allies in the Paul Ryan led House. Politically, this is no small matter.

So, yes, lot's still to be learned about Trump’s ugly damned if I do, damned if I don’t dance on immigration.

One of those felons to be deported first might be Mrs. Trump – Last night it was reported that Trumpworld has threatened to sue Politico for their reporting on Mrs. Trump problematic immigration story. Weeks after this story first broke, this threatened law suit appears to be the first official response by the Trump campaign to the growing body of evidence that Melania Trump violated immigration laws. It is not exactly the response many of us were led to believe would be coming from Trumpworld on this important matter.

To be clear – the reporting by Politico, the Washington Post, Univision, Bloomberg and others suggest that Mrs. Trump committed a series of grave immigration crimes that could easily rise to the level of a felony, and even trigger a process that could strip her of her citizenship. Just yesterday Vanity Fair reported that Mrs. Trump committed perjury in a 2013 court case where she repeated some of these same fabrications about her past.

I review the seriousness of what has been reported about Mrs. Trump in this recent post, and once again call upon Trumpworld to immediately release all of Mrs. Trump’s work visas she acquired prior to 2011 and her green card and green card application. The only way for us to know whether Melania Trump followed immigration law is by the release of these and other immigration documents.

Clinton Getting A Bounce, Wages Are Rising

“Monday Musings” is a new column looking at the 2016 elections published most Mondays. You can find previous editions here.

2016 Overview – As expected, we find early evidence today of a Clinton bounce. CBS has Clinton going from 43/44 to 47/41, CNN from 45/48 to 52/43, Morning Consult from 40/44 to 43/40 and PPP and Ipsos/Reuters each have Clinton with a 5 point lead. The averages are showing gains for Clinton of 2-3 points already, and Obama’s approval rating in Gallup over the past 10 days has gone from 49/48 to 54/42, the best of his entire second term. It is early but Clinton and the Democrats are clearly getting a meaningful bounce.

It is significant that in some of these new polls have Trump hovering in low 40s, signaling that he still having trouble bringing his party together. If he is not in the mid 40s by mid August his campaign will officially be in trouble. Additionally, based on the Real Clear Politics state averages, Clinton should be firmly ahead in every single battleground state including Arizona and North Carolina by week’s end.

But could the economy slow over the next few months, and change the current dynamic that seems to be favoring Clinton? While Friday’s GDP report appeared to signal trouble ahead, as this analysis from the NYTimes’s Neil Irwin explains things are better than many reported on Friday. And for consumers (voters), things were particularly good:

“The wages and salary component of compensation is now up 2.5 percent over the last year; that same reading was only 2 percent in the second quarter. It’s just one number, but it points to this conclusion: Worker pay is not just rising; it’s also starting to rise at a faster pace. And it’s coming in the form of cash compensation, not being eaten up by health insurance and other employer-provided benefits.”  

Given this report, it is far more likely for economic sentiment to be an asset for Clinton in these final 100 days of the election than Trump.

A Very Good Week for Democrats – Last week’s DNCC was my 8th Convention, and I think it was the best I’ve attended. The speeches and talks by private citizens were powerful, the production itself just excellent and the tone upbeat and can-do. It was an extraordinary contrast to the angry mess the Republicans stumbled through a week before.

What we saw last week was a mature, successful governing party, one with a deep set of talented, experienced and well-regarded leaders comfortable on the national stage. It was a reminder of just how successful the Democrats have been at the Presidential level – both the Clinton and Obama Presidencies left America better than they found it, and Democrats have won more votes in 5 of the last 6 Presidential elections. If Hillary Clinton wins this fall, it will be arguably the best stretch for a political party in all of our history.

This confident, mature, successful Democratic Party took a generation to build. When I got into American politics in the last 80s and early 90s, things were reversed – the GOP was ascendant, confident, well led, popular with young people and it was the Democrats who had run out of political and ideological gas. Led by the New Democrats of that time, the Democratic Party began a long period of modernization and reform that has helped produce the governing and political success we’ve had over the past generation.

Critical to that success today is the demographic opening NDN and a handful of other organizations helped identify a decade ago. If they can harness this emergent coalition in this and coming elections, the Democrats have discovered a young, growing and diverse coalition that could sustain them for many elections to come and will eventually also generate majorities in both Congresses. Remarkably, Democrats may be in the middle or even early stages of a very long run (see our 2007 magazine essay laying all this out, The 50 Year Strategy) and not at its end. 

Clinton Enters the Two Conventions With Meaningful Lead

“Monday Musings” is a new column looking at the 2016 elections published most Mondays. You can find previous editions here.

2016 Overview - This will be a short column this week as so much news will be made in next few weeks any big analysis will just have to wait till after the Dems gather in Philadelphia.

That said, our trusty Huffington Post poll aggregate has the race at 43.4 Clinton to 39.8 Trump. My quick summary of the many national and state polls that have tumbled out in recent days is that Clinton still holds a meaningful lead nationally and in the battleground states. The main issue for US politics in the next two weeks is whether Trump can do anything to change that central dynamic. As I've written many times, I remain doubtful. Why?

First, Trump. I just don't see how his high negatives, ongoing nastiness, terrible campaign, no real solutions to things that matter and warring Party can help him make the gains he needs to make in the coming months. As others have written he is still hovering around 40%. My guess is that he should be up at 44-45% by mid August, but does he have the ability to rise above that level? Am super skeptical.

Second, Clinton. Friends despite the obvious challenges the Clinton effort has been a well run, confident enterprise, not likely to make a major mistake that could alter the trajectory of the race. With Sanders endorsing, a VP pick this week and what will be a strong Convention with a slew of well-regarded and popular politicians, she should match any bump Trump gets. We won't really know where the race stands until about two weeks after Philadelphia, but my expectation at that point is that Clinton will lead by 4-6 points nationally and in the battlegrounds, putting her in a very good position to win this fall.

On Trump and Chaos - One of the more remarkable things about this memorable election is the Trump's campaign comfort in comparing their effort to Richard Nixon's in 1968.   First, why anyone would knowingly compare oneself to Richard Nixon is hard enough to understand.  Second, the embrace of the son of Southern stategy "law and order" theme and its very direct indictment of the Obama era is something Democrats will have to rebut head on.  I offered some thoughts on this debate in last week's column, "America is Better Off and Safer Today."  The order/disorder theme, which was so central to the GOP's late victories in 2014, will be just about all we hear about in Cleveland this week.  Will Democrats be ready? That is the big question now.  

America Is Better Off and Safer Today

“Monday Musings” is a new column looking at the 2016 elections published most Mondays. You can find previous editions here.

2016 Overview – The Huffington Post poll tracker now has the race at 4.8 points for Clinton, a slight drop from her high two weeks ago.  While there are some polls showing movement in the last few days away from Clinton, others show large leads.  Expect a period of very volatile polls over the next month or so until they settle down a bit in August.

With Sanders coming on board the Clinton campaign today, a central contrast of the 2016 campaign will begin to emerge more clearly – united party/strong team/proven track record/thoughtful agenda vs. isolated Trump/unpopular leaders/failed Presidencies/no forward looking solutions to emerging challenges.   This emerging contrast, an inevitable outcome of the next few weeks, will make it far more likely that Clinton and the Democrats make gains and lead heading into the home stretch of this historic campaign. 

Part of that contrast has been developed in the deeply respectful and civilized way the Democrats worked through their platform over the past few weeks.   While the primary was contentious, and there were meaningful platform fights/disagreement, this process was well within the bounds of our how our politics is supposed to work.   The capacity to resolve disagreements is the cornerstone of a properly working democracy.   Which is why this contrast with Trump, who remains at war with his own party just days before his own convention, is so important.  Trump is missing perhaps the single most critical trait for a leader of a democracy – the ability to work through and solve problems with people you disagree with.   His take his ball and go home sensibility, isolationist in the extreme, is one that almost guarantees the failure of a Trump Presidency.   Democrats would be wise to make more of how he has conducted himself during this campaign with his own fellow Republicans as a clear signal of his inability to manage the complexities of the Presidency itself. 

Are We Better Off?

There is little doubt the questions of are we better off and safer today after 8 years of the Obama Presidency will become central to the coming campaign.   To me, this is not even a close call.   Let’s review some data and bust some myths along the way:

- Millions More Have Jobs, and Incomes Have Been Rising Since at Least 2013 (link)

- Tens of Millions Have Gained Health Insurance, and the Uninsured Rate Has Dipped to Historically Low Levels (Link)

- Annual Deficits Are One Fourth % of GDP That They Were Under Last Year of Bush Presidency (Link)

- The Stock Market Has Been Hovering at All Time Highes, and Is More Than Twice What It Was When Obama Came to Office (Link)

- High School Graduation Rates Are at An All Time High (Link)

- Crime Across the US Has Plummeted, and the Nation is Much Safer Today (Link)

- There Have Been No Foreign Fighter Attacks on US Soil in 15 Years (Link)

- There Are Fewer Undocumented Immigrants in the US Today than At End of Bush Administration - The Flow Has Dramatically Slowed (Link)

- Far Fewer Americans Have Died in This Decade Due to Terrorists Attacks or Died in Military Actions Overseas (Link, Link)

- The US Could Be Energy Independent By 2020 (Link)

- Renewable Energy Production Has Soared (Link)

- Greenhouse Gas Emissions Declined in 2015 (Link)

If you look at recent polling data, it is hard to conclude that Americans are angry or giving up hope.  They may be anxious, and want more from their country and their leaders, but you can find in the data that people understand that things are improving in America.   Here is a good example. 

I am not being Pollyannaish here.  There are lots of challenges facing our country, and the world today.  Yes, we have much work to do.  But finding a data stream to counter what I just put up there is no easy thing to do.  Should we be satisfied with where we are? Of course not.  But are we better off today? Clearly. 

Look forward to discussing this in the months to come. 

Our Post-Brexit, Post-Comey Politics

“Monday Musings” is a new column looking at the 2016 elections published most Mondays. You can find previous editions here.

2016 Overview – Yesterday, we saw several different countervailing dynamics at work which will do much to shape the Presidential race in the coming weeks. First, the very rough Comey press conference. While it appears now that no legal action will be taken against Secretary Clinton, the findings of the FBI investigation have created new and significant challenges for her campaign. You can find good summaries of these new challenges here and here. Second, we saw President Obama on the stump for the first time, marking another step forward in the Democratic Party’s coming together around their new nominee after a contentious primary process. Third, Donald Trump continues to say and do outrageous and truly crazy things (more praise for murderous dictators!) that will make it very hard for the American people (and it appears many Republicans) to ever vote for him.

The FBI’s report on Clinton’s emails has injected a new dynamic into the race at a consequential time. Over the next three weeks the two candidates will pick their Vice Presidential candidate and hold their conventions. As we enter into this intense period of politics in the US, let’s look at where things stand. Clinton has lost a little ground in our favored polling aggregate, dropping from a 6.8 to 5 point lead. Most of the polls taken in the past week have the race at 4-6 points, with a few showing much wider leads. Possible her post-nomination bump has begun to dissipate, as Trump’s did. To me this is still more noise than signal, and she and the Democrats enter this new period in far better shape than Trump and the Rs in overall image, head to head polling, party unity, fundraising and organization. In my mind it remains a year of opportunity for Democrats.

It is significant that the Clinton campaign choose North Carolina as the first state for a joint event with President Obama. Obama didn’t win North Carolina in 2012, and it isn’t necessary for Clinton in 2016. But it is a sign that Democrats view this year as one where they can expand the map, and not just win the Presidency but make significant gains in Congress to help Sec. Clinton govern next year.

Importantly, for discussions of our politics post-Brexit, there just isn’t a lot of evidence that the American electorate is as rebellious, or as angry at globalization or at Democrats/Obama as some say. We went in depth on some of this data last week, finding broad satisfaction with Obama, Democrats and current economic policies that have brought lower deficits while offering many Americans new jobs, better health insurance and rising incomes. This week we add to that data Pew’s recent look at American attitudes toward trade. Asking simply if trade is a good or bad thing, Americans choose “good” by 51% to 39%. Democrats choose “good” by 60% to 30%, while Rs choose “bad” 52% to 40%. 18-29 year olds were the most pro trade age cohort, choosing “good” 67% to 25%. Hispanics were the most pro trade demographic, with 72% saying trade was “good.” Importantly for the coming debate inside the Democratic Party, Bernie Sanders supporters said trade was good by 55% to 38%. This stat, coupled with young people’s significant support of trade, suggest there are limits to the power of Sanders’s anti-globalization/trade argument even among his own supporters; and that it was other issues other than this one that drove people to him in the primaries.

Brexit Raises the Stakes In The US Election – Last week Donald Trump gave an extraordinary speech, one which has no real analog in recent American political history. In his speech Trump essentially called for the break-up of the West as a political idea, suggesting, rather remarkably, that US policies over the past several generations had made America weaker and poorer. During his campaign, Trump has now gone on the record for ripping up the global trade system, praising Brexit, ending the North American project, pulling out of the Paris climate accords, questioning the propriety of NATO, abandoning America’s historic commitment to religious liberty, forcibly removing 11m people from the US and aggressive global censorship of the Internet. Given current trends in Europe, Trump’s election here in the US could signal a radical break from a body of thought that has animated the US and Europe since the end of World War II.

It is important to note that leaders like Trump and the UK’s Nigel Farage are not offering a corrective to the modern West, they are only offering its dissolution with no imagined alternative to replace it. The Isolationist/Nationalist vision advanced by Trump last week had remarkable echoes of language from the 1930s, an era where rising tariffs and reactionary politics brought us a global depression and history’s most horrible war. The current global system criticized by Trump (and far too often by Bernie Sanders) was designed in response to the economic and human wreckage in a time when Trumpian style policies prevailed.

And while not perfect, the Four Freedoms-inspired Post WW II era has brought about perhaps the greatest period of productivity and innovation in all of human history, with rising standards of living across the world; dramatic advancements in life expectancy, literacy, and overall health; far less grievous conflict and far more living under democracies; and of course historic technological advances that altered and improved the human condition in ways unimaginable in the mid 20th century.

Whatever issues Hillary Clinton thought she would debating this fall, it is now clear that the entire Western post WW II project is on the ballot here in the US this year. A win for Trump could deal this project a potentially lethal blow. A win for Clinton will do much to slow nationalism’s progress in the West, and help preserve the global system we have today. History is calling Hillary Clinton now, and has given her a truly vital mission – the preservation of a global system, while not perfect, that has done so much for so many while advancing American interests along the way.

In this campaign, Democrats, as current stewards of the American political party who imagined and built this global system, have to raise their sights a bit higher than they have them today. We need to far more purposefully take on the responsibility of preserving the post WW II project for future generations. The construction of this global system over the past 70 years has arguably been the Democratic Party’s greatest achievement in its proud history. But history is calling us too, and we need to take the steps here at home and abroad that prevents the extraordinary work of previous generations to crumble on our watch.

I will talk a bit more about what Democrats should be doing to modernize and reform our global system, and companion steps we should be taking at home to bring the American people along in coming columns. But I end with a link to the very first paper this organization published back in the spring of 2005, “Meeting the Challenges of the 21st Century: Crafting A Better CAFTA,” which argued then that after years of no wage and income growth in the US policy makers should only expect continued support for globalization among the American people if their own personal economic conditions improved. The core of our work over these past 11 years has been an extended effort to both preserve the openness characteristic of the West today, while advancing policies that would make sure more Americans prospered in a new and different economic age. While things are undeniable better for the American people than they were eight years ago, we still have a lot of work to do.

Update: In a new, very strong piece, Frank Foer offers his take Putin and Trump and the end of the West. 

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