In a new book, the pollster Stanley Greenberg predicts a blue tidal wave in 2020.
Toward the end of his new book, “R.I.P. G.O.P.,” the renowned Democratic pollster Stanley Greenberg makes a thrilling prediction, delivered with the certainty of prophecy. “The year 2020 will produce a second blue wave on at least the scale of the first in 2018 and finally will crash and shatter the Republican Party that was consumed by the ill-begotten battle to stop the New America from governing,” he writes.
It sounds almost messianic: the Republican Party, that foul agglomeration of bigotry and avarice that has turned American politics into a dystopian farce, not just defeated but destroyed. The inexorable force of demography bringing us a new, enlightened political dispensation. Greenberg foresees “the death of the Republican Party as we’ve known it,” and a Democratic Party “liberated from the nation’s suffocating polarization to use government to advance the public good.” I’d like to believe it, and maybe you would too. But should we?
This is not the first time that experts have predicted the inevitable triumph of progressive politics. Seventeen years ago, John Judis and Ruy Teixeira published “The Emerging Democratic Majority,” which argued that the country was on the cusp of a liberal political realignment driven by growing diversity, urbanization and gender equality. In sheer numerical terms they were right; between then and now the Republican Party won the presidential popular vote only once, in 2004. But Republicans still have more power than Democrats, and in 2017, Judis disavowed his book’s thesis, arguing that only populist economics could deliver Democratic victories.
As it happens, Greenberg, who became famous as Bill Clinton’s pollster in 1992 and consulted for Hillary Clinton in 2016, told me he used to “shudder” at the “Emerging Democratic Majority” analysis. “I’m used to campaigns in which you impact what’s going to happen,” he said. “The idea that it’s just going to happen because of trends is dangerous. And it was dangerous with Hillary.”
There’s a fascinating tension in “R.I.P. G.O.P.” Greenberg is scathing about the failures of the Hillary Clinton campaign, accusing it of “malpractice.” Yet he believes that at least some of the political assumptions that were mistaken in 2016 will be sound in 2020.
Greenberg suggests that Clinton erred by focusing too much on multiculturalism at the expense of class, and by trying to discredit Donald Trump as a vulgarian rather than a plutocrat. As Clinton wrote in “What Happened,” her post mortem of her shattering loss, Greenberg “thought my campaign was too upbeat on the economy, too liberal on immigration, and not vocal enough about trade.”
Yet going into 2020, Greenberg believes that what he calls the “rising American electorate” — including millennials, people of color and single women — will ensure Democratic victory, almost regardless of whom the party nominates. “We’re dealing with demographic and cultural trends, but we’re also dealing with people that are organizing and talking to one and another and becoming much more conscious of their values,” he said.
In his polling and focus groups, he’s seeing that the reaction to Trump is changing people. “The Trump presidency so invaded the public’s consciousness that it was hard to talk to previously disengaged and unregistered unmarried women, people of color and millennials without them going right to Trump,” he writes. A few months after the election, he realized he could no longer put Clinton and Trump voters in focus groups together because indignant Clinton voters, particularly women, so dominated the conversations. “This turned out to be an unintended test of the strength of their views and resolve to resist,” he wrote.
That resolve to resist has led many voters to define their own beliefs in opposition to Trump’s. On immigration, for example, “every Trump outrage increased the proportion of Americans who said, ‘We are an immigrant country,’” writes Greenberg. Indeed, according to recent Pew data, 62 percent of Americans say that immigrants strengthen the country, while 28 percent, a near record low, see them as a burden.
Yet rather than modulating their anti-immigrant politics in response, Republicans have little choice but to double down, because so many of their voters are driven by nativism. In this way, Greenberg sees an omen for the Republican Party in California. It’s hard to remember now, but the state was once the heartland of conservatism, nurturing the political careers of Richard Nixon and Ronald Reagan. From 1968 to 1988, it voted Republican in every presidential election, and regularly elected Republican governors.
But in 1994, California Republicans, fearful of changing demography, campaigned for Proposition 187, a ballot initiative meant to make life miserable for undocumented immigrants. It won — though courts blocked its implementation — but it also turned expanding constituencies in California against Republicans. Today the party has been reduced to an irrelevant rump faction in state politics.
The specter of California haunts the modern right; many conservatives see it as a portent of what demographic change will do to Republican power nationally. But California can just as easily be seen as a sign of how a political party can drive itself to ruin by making a cruel, doomed stand against the coming generation. If Greenberg is right, national Republicans, fearful of going the way of those in California, may have ensured precisely that fate.
But is he right? Unlike in California, you can’t win power in the United States just by getting the most votes. The political analyst David Wasserman has argued that Trump could lose the popular vote by as much as five million and still prevail in the Electoral College. Greenberg, however, is convinced that the 2018 midterms prove that mass turnout can overcome the Democrats’ structural disadvantages. “Every piece of data I have, the trends have moved to be more Democratic since 2018,” he said.
His confidence will not be enough to lessen the insomnia that has plagued me since the cursed night when Trump was elected. But his book should be a corrective to the media’s overweening focus on the mulish devotion of Trump voters. Trump hatred is a much more potent force in this country than Trump love. There is one way, and one way only, that Trump may surpass Barack Obama. Though Obama was a community organizer, Trump could turn out to be much better at mobilizing progressives.
The problem goes much deeper than Trump or tariffs.
Global markets were seized by fear last week that trade wars were slowing growth in Germany, China and the United States. But the story here is bigger than President Trump and his tariffs.
The postwar miracle is over. Since the financial crisis of 2008, the world economy has been struggling against four headwinds:
- deglobalization of trade,
- depopulation as labor forces shrink,
- declining productivity and a
- debt burden as high now as it was right before the crisis.
No major economy is growing as fast as it was before 2008. Not one is growing faster than 10 percent, the rate experienced by the Asian “miracle economies” before the crisis. In almost every country, the national discussion focuses on what must be done to revive growth and ignores the fact that the slowdown is driven by forces beyond any one government’s control. Instead of dooming ourselves to serial disappointment and fruitless stimulus campaigns, we need to redefine economic success and failure.
Germany is one of at least five major economies on the verge of a recession, which is typically defined as two consecutive quarters of negative growth. But the real issue is whether that definition still makes sense in a country with a shrinking labor force like Germany’s.
Its working population has been declining for years and is expected to fall to 47 million from 54 million by 2039. And it’s not alone in this. Forty-six countries around the world — including major powers like Japan, Russia and China — now have shrinking populations.
Demographics are usually the main driver of economic growth, so it is basically inevitable that these countries will now grow at a much slower pace. And we are not talking about minor population declines. Projections for 2040 show China’s working-age population falling by 114 million, Japan’s by 14 million. With a shrinking labor force, these economies will inevitably slow and, at times, contract. To keep calling two negative quarters in a row a “recession” implies that this outcome is somehow abnormal or unhealthy. That will no longer be the case.
To avoid overreacting, the discussion about economic health needs to shift to measures that better capture satisfaction and contentment, like per capita income growth. In countries with shrinking populations, per capita incomes can continue to grow so long as the economy is shrinking less rapidly than the population. This helps explain why, for example, Japan isn’t facing more social unrest. Its economy has grown much more slowly than that of the United States in this decade, but because the population is shrinking its per capita income has grown just as fast as America’s — around 1.5 percent per year.
Shrinking populations also help explain why unemployment is at or near multi-decade lows, even in countries with serious growth worries, like Germany and Japan. Gainfully employed Germans and Japanese won’t really feel as if their countries are in a slump until per capita G.D.P. growth turns negative — which may prove to be a more useful way to think about recessions in this new era.
The definition of success also needs to change. Many emerging countries still aspire to the double-digit growth rates experienced by what were known as the “Asian miracle economies” from the mid-1960s to the early 1990s, when populations and trade were booming. But no economy had grown so fast before then, and as population and trade surges recede, it’s unlikely any country can repeat those feats.
As growth downshifts, even little miracles are disappearing. Before the 2010s, it was common for one in every five economies to be growing at 7 percent or more annually. Now, among the world’s 200 economies, just eight, or one in 25, are on track to grow 7 percentthis year. Most of those are small economies in Africa.
When the news emerged that China’s economy had slowed to just 6 percent, a new low, many investors and analysts rang the alarm bells. But the reality is that economies rarely grow as fast as 6 percent if the population is not booming too. Not only did China’s working-age population growth turn negative in 2016, but it is one of the countries hardest hit by slumping trade, declining productivity and heavy debts. If the Chinese economy really were growing at 6 percent in this environment, it would be cause for celebration, not alarm.
The benchmark for rapid growth should come down to 5 percent for emerging countries, to between and 3 and 4 percent for middle-income countries like China, and to between 1 and 2 percent for developed economies like the United States, Germany and Japan. And that should just be the start to how economists and investors redefine economic success.
This rethink is overdue. The number of countries with shrinking populations is expected to rise to 67 from 46 by 2040, and the decline in productivity growth is in many ways reinforced by heavy debt burdens and rising trade barriers. Redefining the standard of economic success could help cure many countries of irrational anxieties about “slow” growth, and make the world a calmer place.
The white supremacist terrorists and the white supremacist policymakers share the same mission.
Be warned: There is nothing soothing and uplifting in this column. I will not somberly mourn and point to our better angel and American resilience. This is not that kind of column.
I have a warning to deliver, a truth to tell, and it is as unsettling as it is obvious.
First, let’s start with the carnage that has unfolded over the last few days.
On July 28, a 19-year-old white man named Santino William Legan opened fire at a garlic festival in Gilroy, Calif., killing three people and injuring 13 others before taking his own life.
As the Daily Beast reported, just before the shooting Legan “posted a picture with a caption that told followers to read a 19th-century, proto-fascist book.” As the site explained:
“The book, which is repeatedly recommended alongside works by Hitler and other fascists on forums like 8chan, is full of anti-Semitic, sexist and white supremacist ideology. The book glorifies ‘Aryan’ men, condemns intermarriage between races, and defends violence based on bogus eugenicist tropes.”
As The New York Times reported, “Nineteen minutes before the first 911 call” about the shooting at the Walmart, “a hate-filled, anti-immigrant manifesto appeared online.” CNN reports that authorities are investigating the racist screed which “police believe” was posted by Crusius.
The manifesto is heavily anti-immigrant and anti-Hispanic. It’s riddled with the fear of white “displacement” and fear that changing demographics will favor Democrats and turn America into “a one party-state.”
And then on Sunday, a 24-year-old man named Connor Betts opened fire in Dayton, Ohio, killing nine people and injuring at least 27 others. Most of those killed were black.
Are these shootings a gun control issue? Of course. We have too many guns, and too many high-capacity guns. We sell guns first designed for soldiers to civilians. We don’t do enough to keep guns out of the hands of people who shouldn’t have them and we do next to nothing to track guns once they are sold.
But, I think laying all the blame at their feet is too convenient and simplistic.
I think a better way to look at it is to understand that white nationalist terrorists — young and rash — and white nationalist policymakers — older and more methodical — live on parallel planes, both aiming in the same direction, both with the same goal: To maintain and ensure white dominance and white supremacy.
The policymakers believe they can accomplish with legislation in the legal system what the terrorists are trying to underscore with lead. In the minds of the policymakers, border walls, anti-immigrant laws, voter suppression and packing the courts are more prudent and permanent than bodies in the streets. But, try telling that to a young white terrorist who distrusts everyone in Washington.
As the writer of the El Paso manifesto points out, “The Republican Party is also terrible.” The writer goes on to explain:
“Many factions within the Republican Party are pro-corporation. Pro-corporation = pro-immigration. But some factions within the Republican Party don’t prioritize corporations over our future. So the Democrats are nearly unanimous with their support of immigration while the Republicans are divided over it. At least with Republicans, the process of mass immigration and citizenship can be greatly reduced.”
This is a reason these groups are often at odds. The white nationalist policymakers are annoyed and even incensed by the terrorists because they believe they besmirch the mission.
These terrorists want to do quickly what the policymakers insist must be done slowly, so the terrorists stew in their anger.
They are angry at immigrants because their numbers are ascendant — through both immigration and higher birthrates — and, those immigrants threaten an even more accelerated displacement of white people from a numerical majority.
They are angry at black people for even existing.
It is not lost on me that this summer is the 100th anniversary of the “Red Summer,” when violent anti-black white supremacists rioted in cities across the country, killing many, just as the Great Migration — the mass migration of millions of black people mostly from the rural South to the urban North — was getting underway. Violence is the way the white terrorists respond to demographic shifts and demographic threat.
It’s not simply a matter of whether Trump’s rhetoric, or that of any other politician, led these shooters to do what they did. Maybe. It is also about recognizing that all of these people are on the same team and share the same mission and eat from the same philosophical trough. It’s just that their methods differ. The white supremacist terrorists and the white supremacist policymakers are bound at the hip.