On Wednesday, February 3rd, this version was revised, and corrected, from the original. See note below.
Those pesky voters did their thing last night and created a brand new Presidential race in both parties. Cruz, Rubio and Sanders all outperformed expectations, and head into New Hampshire with renewed vigor. Trump disappointed, though one would assume he will do better in a primary state where organization matters a bit less (if he doesn’t collapse). Hillary Clinton retains a huge structural advantage in the Democratic race, but received a very real warning that she will need to continue to improve, grow and respond to current circumstances or face a far more serious challenge than her team has seemed prepared for (see this recent Greg Sargent piece in the Washington Post for more on this).
What happens next? As I wrote last week, we all have to more humility in our projections about this race, as it is volatile and uncertain. Conventional wisdom has Trump and Sanders winning New Hampshire next week, but we have a week of campaigning, town halls, debates and other things that could once again toss the CW of 2016 on its head. Remember that in both 1992 and 2008 New Hampshire was very very good to the Clintons, and could be again. I have no real thoughts about the race post New Hampshire at this point though my assumption is that Sanders will close the gap with Clinton nationally and in most states, and raise enough money to allow him to compete with Clinton head to head for as the election moves beyond the four state early window.
A few additional observations on the Tuesday after Iowa:
The Democratic debates – Last week the Clinton campaign advocated for a debate to be added this week in New Hampshire, the Sanders campaign agreed but only if they and the DNC could agree to three more debates. The issue of a new debate schedule remains unresolved as of this morning, and of course all debates and forums for the Democrats going forward will only be Clinton and Sanders now. For the DNC this negotiation is an opportunity to erase the impression of favoritism they have clearly showed in the debate schedule to this point; or reinforce it. The outcome of the talks could have a huge impact on 2016.
Enthusiasm – Democrats should remain worried about enthusiasm. As we’ve documented elsewhere, the GOP debates are getting far larger audiences than the Democrats. Compared to 2008, the Rs debates are generating 5 times the viewership while the Dem debates are only up twofold. Similarly, the 2016 Iowa caucuses saw a 50% increase in turnout for the Rs from 2008 (120,000 to 180,000), while the Democratic turnout number was off by 40% from 2008 (240,000 to 171,000). While these numbers are not predictive of outcomes this fall, and the two primaries are of course very different, given the enthusiasm problem Democrats have experienced in 2010 and 2014 any evidence of an enthusiasm gap in 2016 has to be worrisome to party leaders.
Young People – According to the entrance polls last night Bernie Sanders beat Hillary Clinton by 70 points with voters under 30, 84-14.. 70 points!. Will be important to watch if this gap begins to show up with voters of color in the coming states, mitigating Clinton’s much noted early advantage with nonwhites (particularly in higher turnout primary states). I will have more on issue later, as it is emerging as perhaps the most significant demographic story to watch on the Democratic side.
Political Reform/Changing the Clinton Narrative – I made the case last week that Clinton’s refusal to take up the political reform mantle has been a bit inexplicable. She can run as both an experienced hand who can make the system work better, and argue that those who know the system best are most able to change it. But the agenda she offers on reform has to be real, meaningful, biting and persuasive. My piece from last week offers some ideas on what that agenda could be but it has to start with a commitment to close the Clinton Foundation and have family members forgo all speaking fees while she is President.
David Axelrod had a great related insight last night on CNN. Paraprhasing, he said that when you run on "experience" the campaign is all about you, not about the country, the voters, an agenda. Bernie has made it all about us, the future, the country. As a Clinton 1992 guy I remember, deeply, about how we made our entire campaign about his argument, about the future, about the US. Perhaps it is time for Clinton to invert her campaign, and make her pitch about us and her compelling agenda for the future, and not so much about her and her complicated family.
Note 2/3- In the original version of this memo, I mistakenly attributed the difference between Sanders and Clinton in the Iowa Caucus to coin tosses in six precincts. While there were coin tosses, I misunderstood what type of delegate they were awarding. As this good piece from Media Matters explains, those six delegates awarded by the coin tosses due to the arcane system used in Iowa would have not have been enough to wipe away Hillary Clinton's 3.77 delegate lead as of yesterday afternoon. So I stand corrected, and have removed the incorrect passage from the current draft of the memo.
This column takes the place of my regular "Monday Musings" column which looks at the national political landscape and is published most Mondays here on the NDN site. You can find previous columns here.
Full disclosure: I will vote for Hillary Clinton in the DC Democratic primary, and given the maximum contribution to her campaign.