Margin of Σrror

Margin of Σrror -

Democrats won’t win a ‘blame the GOP’ game on the shutdown and debt ceiling | Harry J Enten

Consumer confidence is crashing. If the economy goes south because of default fears, President Obama will be the big loser

So, people currently blame the Republicans more than anyone else for the government shutdown, but predicting the long-term political fallout is not as easy as that suggests. For one thing, the latest CBS News poll shows that while slightly more people believe the Republicans are at fault, a majority of them are upset with both sides for the inability to avert this crisis.

The real story is not revealed by people’s view of the politicians; it’s contained in the indices of economic sentiment. Gallup finds that Americans’ confidence in the economy has dropped like a rock, from -20pt just before the shutdown, to -35pt now. And it would not be surprising to see that measure continue to fall over coming days, with the deadline for raising the debt ceiling looming in ten days’ time.

What we’re seeing is a time-lag in consequences for the politicians. Gallup has President Obama’s approval rating still within its normal range of 45%, plus or minus a few points.

But remember the debt ceiling battle of April to July 2011: the politicians solved that crisis without the US actually defaulting, yet the mere idea of a default hurt tremendously. S&P downgraded the United States’ credit rating, while Gallup’s economic confidence rating fellby 30pt, to -55.

Regardless of whom the public blamed for the 2011 crisis, President Obama’s net approval rating did drop, by up to -4.3pt, per the Real Clear Politics average. True, that was not a catastrophic fall, but consumer confidence tends to be a leading economic indicator; it moves before the rest of the economy does.

Sure enough, Obama’s net approval rating didn’t bottom out until the end of August 2011 – a month after he, House Speaker John Boehner, and congressional leaders had reached a deal. Obama’s net approval stayed at about -10pt through early October, and was still lower at 1 November than it had been on 1 August. And it stayed depressed even though consumer confidence recovered slightly during the same period.

In fact, the political arguments over the shutdown and debt ceiling fight may not matter that much at all. As University of North Carolina political scientist Jim Stimson found (via Mark Blumenthal of the Huffington Post), it’s consumer sentiment that tends to have the greatest impact on approval ratings and hence elections.

After the last go-round on the debt ceiling, the economy had started to pick up by the end of October 2011, and Obama’s approval rating followed. But the lesson for Democrats who may be thinking smugly that the Republicans will take the biggest hit for the federal shutdown and government default angst is that if the economy goes south as a result, then it’ll likely be the Democratic president who sustains the most damage.

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Establishment v insurgent: the Capitol’s new political dynamic | Harry J Enten

The old left-right ideological model for how Congress votes has lost explanatory power. Something different is afoot in US politics

Over the past few weeks, I’ve written a lot about ideology and polarization. Most of that has focused on the left-right differences. But there’s another shaping theme in politics that is also present: establishment v insurgent.

Presidential campaigns, for example, usually come down to those who are backed by the establishment and those who are not. The candidates backed by the establishment usually win, and the outsiders almost always lose. It’s the main thesis of the great book The Party Decides.

That’s why many political scientists thought that Mitt Romney winning the bulk of congressional endorsements for the Republican nomination in 2012 meant that he would almost certainly capture the nomination. His establishment support came from both left and right of the party, and was actually slightly more conservative than either Gingrich’s or Santorum’s, despite Romney donor profiles indicating that his public was moderate.

Twelve years prior, George W Bush triumphed over the moderate John McCain on the back of establishment support. Likewise, Hillary Clinton saw her 2008 hopes fade because of her inability to lock up support from establishment congressional leaders Harry Reid and Nancy Pelosi.

No one can doubt that this establishment v insurgent dynamic has been present in Congress for a while, but “DW-nominate” scores indicate that this dichotomy is becoming increasingly important. These scores seek to rank congressional members’ ideology in two dimensions, based on their rollcall voting record. In my previous analyses of polarization, I’ve used the first dimension, which usually does a good job at placing members on the liberal-to-conservative spectrum. The second dimension has rarely been used in recent years because it hasn’t seemed to stand for anything.

In the past Congress, however, the second dimension has begun to have more explanatory power – among Republicans, especially. That is, something beyond just being conservative or liberal is beginning to predict voting patterns of congressmen and women. The vote-view folks and I think that this dimension is along an establishment v anti-establishment axis, though one might also argue that it is geographically based – since many insurgent Tea Party members are from the American south.

Consider the debt ceiling debate of 2011. People on both the liberal and conservative side of the aisle supported the bill. Oddly, House Democrats and Senate Republicans were the two groups most likely to oppose the bill.

If the voting had been strictly along partisan lines, we’d expect the best fit line to be straight up and down. That is, the vote could easily be determined as being to the left or to the right. Instead, we have more of a diagonal line that goes from upper left to lower right in the House and upper right to lower left in the Senate. What that means is that there are liberal and conservative elements behind the voting, but there is also something else happening. You might call it a rather strange vote in which the Tea Party caucus, progressive caucus, and black caucus voted all together – though, arguably, it could be explained as establishment House Democrats and establishment House Republicans voting together. In other words, how many times can we expect John Boehner, Eric Cantor, Steny Hoyer, Kevin McCarthy, Nancy Pelosi, and Debbie Wasserman-Schultz all to vote the same way on a relatively divided debate?

The coalition was slightly different with the recent fiscal cliff vote, yet it displayed a similar pattern. Again, there was a left-to-right element, with more Democrats voting in favor this time. But there was also a “second dimension” element.

The lines are, again, diagonal. The differences among Democrats largely disappeared, but they were as present as ever among Republicans. The “establishment” Republicans largely voted in lockstep with one another, while the anti-establishment folks also banded together, voting the other way. The fit is certainly not perfect, with establishment figures like Cantor and McCarthy voting no – thought that actually matches well with the press coverage afterward declaring that Cantor’s vote indicated a break with the establishment leadership, rather than the fact that he’d newly discovered a conservative soul.

This divide between establishment v anti-establishment was present throughout the 112th Congress. Whether it was the 2012 omnibus bill, or the highway and student loan funding bill of 2012, outsiders such as blue-staters Michele Bachmann and Marco Rubio voted alongside southerner Rand Paul and westerner Mike Lee. Others with similar left-to-right rankings, but who were closer to the establishment, such as Senator John Barasso, Representative Cantor, Representative Billy Long of Missouri, and, yes, even very conservative Mitt Romney-backed Representative Steve King of Iowa often voted the opposite way.

It’s necessary to note that while the insurgents seem to be rising, it was the establishment that won in all the situations. My guess is that they will continue to win, even if they need to adjust. That’s why I’m skeptical about whether we’re really likely to see a “Republican civil war” in the coming years, or even the 2016 presidential nomination season.

In practise, the establishment tends to line up behind the eventual winner of the nomination before a war breaks out. That’s why even the hard-fought 2008 Democratic and 2012 Republican nomination winners became quite clear by the end of February in the nomination seasons. Further, if Republicans do well in 2014, which they should given the midterm landscape, then this should placate those currently calling for heads.

The ability of the party establishment to hold onto power might explain why Paul Ryan voted for the fiscal cliff package. Ryan is pretty far to the right in the left-to-right ideological rankings. He’s even been seen as fairly anti-establishment over the long term. Yet, he voted for each and every one of the “establishment” positions on the four key financial bills discussed here. Ryan may be looking to capitalize on the establishment credentials he built up during his run as vice-presidential nominee. We’ll have to see if his future voting record also supports the idea that he’s shifted toward the establishment.

In the meantime, it looks likely that this establishment v insurgent divide will continue through to the next Congress. The votes for and against John Boehner for house speaker did not split according to the liberal-to-conservative spectrum for Republicans, but rather among the second dimension: between establishment v anti-establishment forces. In short, this should looks set to be yet another unproductive and unwieldy Congress.

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Americans on the fiscal cliff deal: meh | Harry J Enten

The polls say most expected a compromise – though not so many like what they got. But the deal-makers fare slightly better

The fiscal cliff was averted last week as both the House and Senate agreed on an imperfect package. What do Americans think of this legislation and those who passed it?

Many in Washington did not think a deal would be reached, but Americans expected Congress would hammer out an agreement on time.

In every single Gallup poll taken during the month of December, the majority of respondents guessed that Congress would reach a solution that avoided the cliff. That majority shrank to 50%, but still held as late as 22 December, despite pessimistic reports. The ability of the public to predict better than most pundits fits with research that shows Americans also do a very good job of forecasting the results of presidential elections.

But while most Americans expected a deal, they didn’t much like it. By a slim 45% to 43% plurality, Gallup found more Americans disapproved than approved of the fiscal cliff deal. This broadly concurs with Pew Research’s finding that 38% approved and 41% disapproved of the deal. The percentage of Americans who registered agreement is far less than the 68% of Americans who’d said they wanted “compromise” from their Washington leaders back in December.

Independents and Republicans, in particular, looked for agreement – just not this one. Only 27% of Republicans and 39% of independents approved of the passed fiscal cliff legislation per Gallup. That compares with the approximately 60% of each group who had wished Congress to pass “compromise” legislation in December. Meanwhile, the 67% of Democrats who approved of the fiscal cliff deal largely matches the approximately 70% of Democrats who wanted a bipartisan piece of legislation.

The reason for this before-and-after discrepancy, as Pew Research discovered, is that 57% of Americans think President Obama got more of what he wanted, while only 20% feel the same way about Republican leaders. That affirms the fiscal cliff legislative rollcall, in which, by a near 2:1 margin, House Republicans opposed the law, while House Democrats approved it by more than a 9:1 margin.

That’s not to say Republican leaders made a mistake compromising, in the eye of the public. The percentage of Americans who approved of generic congressional Republicans’ handling of the fiscal cliff negotiations had been stuck in the 20s throughout the process. This percentage reached a low of 25% per Gallup and 19% per Pew, after the deal was passed.

Yet, Republican House speaker John Boehner who, despite much protestation from his own caucus, managed to get the deal through the House, actually received a boost in his approvals: 31% of Americans approved of Boehner’s handling of the fiscal cliff deal in Gallup polling – higher than any other congressional leader.

For Senate Republican leader Mitch McConnell, who played a leading role, with Vice-President Joe Biden, in crafting the final form of the fiscal cliff bill, approval of 28% was also higher than the generic Republican congressional approval. In both cases of these named Republican leaders, the net approval (approval minus disapproval) of about -20pt is about 20pt higher than the net approval of generic congressional Republicans, at -40pt per Gallup.

Some might say that named Republican leaders only have higher approval because it’s easier to hate a no-faced person, but I’m not sure I agree. Only 27% approved of Senate Democratic leader Harry Reid’s performance in Gallup’s polling, which is slightly lower than the percentage of Americans who approved of named Republican leaders. It’s also lower than the 34% who approved of the generic Democratic leaders in Congress. It does seem that Americans are willing to reward both the Democratic party they saw as more compromising and the Republican leaders who showed a willingness to compromise.

The ability to compromise is also probably part of the reason that President Obama has consistently received the highest ratings on the fiscal cliff negotiations from Americans: 46% of Americans approved of Obama’s handling of the fiscal cliff negotiations, while 48% disapproved. That approval is slightly down from earlier, though the -2pt net split is about 20pt better than those of our named congressional leaders. Given that Pew Research has the split at 48-40 for the president, I’m guessing that this is mostly statistical noise. Obama, of course, had been hounded from some on his own side for being too compromising on the fiscal cliff deal. Vice-President Biden, who took the lead with McConnell on final negotiations, also had a -2pt approval/disapproval split, with approval at 40% and disapproval at 42% per Gallup.

Indeed, Americans may be split on the overall bill and may not love those who compromised – but they like the compromisers more than those who stuck to their guns. In other words, voters expect their leaders to be adults and make deals. Further, American “optimism” in avoiding the fiscal cliff was rewarded. We will have to wait to see whether Americans will be as positive when it comes to predicting the outcome of the political battle over the debt ceiling in the next few months.

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