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William Galston

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The President's Only Chance for 2012

Posted: 11/16/2011 4:08 pm

In a series of pieces during the past two weeks (see here, here, and here), I've laid out the evidence for two propositions: The president's economic record will be at the heart of the 2012 election, and he cannot win without focusing on the heartland -- the swing states stretching from Pennsylvania to Iowa.

The case for the first proposition goes as follows:

To an extent that we haven't seen since 1992 (and maybe not even then), the 2012 election will focus on a single issue: economic growth and job creation.

For that reason above all, President Obama will be waging an uphill battle for reelection, because the American people are giving his management of the economy very low grades. (Recent CBS/NYT surveys have placed approval of his performance on the economy and job creation at below 40 percent.)

While for understandable reasons the president's campaign team wants to turn the election into a choice between two futures, the odds of success for that strategy seem low. Most political scientists who have studied the question conclude that when there's an incumbent in the race, the principal issue is that candidate's job performance. (That's why Reagan's "Are you better off..." was such a killer question against Carter in 1980.)

President Obama, therefore, has no choice but to address the economic question head-on, which will require him to offer a much more persuasive defense of his record than he has up to now.

The case for my second proposition -- the Heartland Strategy -- is this:

The president's team hopes to recreate the "new majority" strategy that expanded the playing field and led to victories in states such as Virginia, North Carolina, Colorado, and Nevada in 2008 and perhaps Arizona and Georgia as well in 2012. This does not seem realistic, however: while the president's support among African Americans remains strong, it has dropped sharply among Hispanics disappointed by what they see as his failure to push for comprehensive immigration reform and his administration's aggressive deportation strategy. And every survey and focus group points to diminished enthusiasm among the young adults whose relentless networking on Obama's behalf contributed significantly to his historic victory.

To make matters worse, the president's numbers in Florida are dismal, he trails likely Republican nominee Mitt Romney by 10 points in New Hampshire, and he has no chance of repeating his 2008 miracle victory in Indiana.

These facts underscore the crucial importance of the heartland states -- especially Ohio and Pennsylvania. As a matter of history and simple arithmetic, is very unlikely that President Obama can be reelected without carrying them both.

Although Pennsylvania is usually 3 to 4 points more Democratic than Ohio, the evidence suggests that Obama is surprisingly weak there and needs to do some real work to shore up his standing in a state that Democrats often regard as being in the bag.

As for Ohio, the last Democrat to take the White house without winning that state was John Kennedy, who did it with electoral votes from Texas and other southern states that Obama will not receive. (The last Republican to win the presidency without Ohio? There hasn't been one since the founding of the party in the 1850s.)

Ohio is pivotal, election after election, because it is a demographic and political microcosm of the country. If a presidential candidate can win a majority there, he or she can almost certainly do so in the nation as well. And that's why both parties should pay close attention to the results of last week's election, in which the Ohio electorate overwhelmingly rejected both Gov. Kasich's assault on public sector unions and the individual mandate at the heart of President Obama's health reform law.

If these two core propositions are correct -- if the 2012 election will be about Obama's economic stewardship and will be won or lost in the heartland -- then the key question is this: How can the president defend his economic record in a region much of which has not enjoyed robust growth for quite some time?

Let's look at some basics:

2011-11-16-Screenshot20111116at4.55.33PM.png


It's hard to imagine Obama losing Illinois or winning Indiana in 2012. That leaves six key heartland states. Note what they have in common: despite widely varying rates of unemployment, none of them has experienced a rapid decline in that rate over the past year. Because there's no sense of dynamism in the region, hope and confidence in the future are at a low ebb. That's the reality the president must speak to, there and elsewhere.

How can Obama recast the economic discussion? Here's my best shot:

First, he must acknowledge Americans' sense of being stuck and then explain why recovery from this downturn has been so painfully slow -- in particular, the impact of the financial collapse and our excessive debt burden, private as well as public.

Second, he must display some humility and acknowledge that he didn't get everything right. It was a mistake not to underscore the difficulty of our circumstances right from the start. It was a mistake to predict that unemployment would peak at 8 percent if his stimulus bill were enacted. While it was necessary to save the big financial institutions from a total meltdown, it was a mistake to ask so little from them institutions in return. And it was a mistake to act so timidly in the face of a housing and mortgage crisis that has cost the middle class many trillions of dollars in lost wealth.

Third, he should emphasize what most Americans believe: without the steps his administration took at the depth of the crisis, there might well have been a second Great Depression. Sure, "It could have been much worse" isn't much of a bumper sticker, but it's a place to start, and it has the merit of being true.

Fourth, what he has done so far has not only halted the decline but has yielded more than twenty consecutive months of growth in private sector jobs -- progress that would be more noticeable if states and localities hadn't been shedding so many employees in response to the squeeze on their budgets.

Fifth, while most Americans didn't like it when his administration intervened to save GM and Chrysler, it was the right thing to do, not only for auto workers, but for much of the heartland's economy as well. Allowing these two firms to dissolve would have broken the back of regions already struggling with double-digit unemployment. Leadership means doing what's necessary and right, even when it's unpopular.

Sixth, we now have the opportunity to build on the foundation laid during this painful period in our history. Obama can emphasize steps such as: a bold new response to housing foreclosures and underwater mortgages; an infrastructure bank that mobilizes both domestic and foreign capital to put Americans back to work on projects that will strengthen our economy; and a tougher stance vis-à-vis Chinese policies that have taken their toll on American workers and firms. And yes, we need to come together around fundamental spending and tax reform that can stabilize our fiscal future without further undermining the hard-pressed middle class.

That's the guts of the affirmative case Obama can make. (No doubt he believes he's already doing it, but he hasn't been frank, comprehensive, and persistent enough to break through.) And if he does make it relentlessly until next Labor Day, he can then pivot and ask, What's the alternative? What is my opponent offering? If you think that an agenda of deregulation for big polluters, more tax breaks for the wealthy, and a laissez-faire policy that allows the housing sector to "hit bottom" is the way to jump start job creation, the by all means vote for him. If you don't, you have a chance to continue moving down a path that can move us from the shadows of stagnation to the sunlight of opportunity and to build a new economy in which all Americans -- not just a favored few -- enjoy the fruits of growth.

 
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HUFFPOST SUPER USER
lambdin1
What's this?
05:29 PM on 11/19/2011
I don't think so. As long as the Republican/Tea Party keeps sending in the clowns and appears to be bent on self destruction? I don't think so!!
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HUFFPOST SUPER USER
Adam of CA
Independent Information Hunter
02:47 PM on 11/19/2011
This essay omitted the influence of the Winter of Discontent. The House has already defeated the budget amendment in Nov. 2011.
So, the NO Republicans remain in lockstep with the Republican Do Nothing platform. The aftermath in the early spring of 2012 is that President Obama will be named the InActive President.

The Mad-As-Hell Voters will ignore both the Do Nothing Candidate and the InActive Rerun.
The Rise of the Third Party is the only solution from the two evils of Democracy.
The Nov. 2012 Election must bury the two-Party system which is proven to be totally useless to the voters.
HUFFPOST SUPER USER
skatscan
04:35 PM on 11/18/2011
"The President's Only Chance for 2012 " Typical HP misleading headline it should read "President is only CHOICE for 2012"
HUFFPOST SUPER USER
bacaja
09:53 AM on 11/18/2011
Why would someone vote for the guy who's trying to solve the problem when they can vote for the guys who caused the problem, continue to cause the problem and are sworn to make the problem worse, why?
HUFFPOST SUPER USER
Robert Gudzikowski
free,natural,harmless,individual
09:50 AM on 11/18/2011
The political theory of the grassroots movement is evolving as we speak. The president started this as a campaign to realign america and it is starting to spread through our nation in a very powerful message by the 99% thus majority shall rule. Ouccupy your vote as the 99% party / 2012 points the way.
HUFFPOST SUPER USER
Robert Gudzikowski
free,natural,harmless,individual
09:25 AM on 11/18/2011
I think the only problem Obama may have is that if OWS comes up with a new face for america he will be up a creek without a paddle.
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HUFFPOST PUNDIT
ChasG
Unborn, unchanging, undying Universe
11:51 PM on 11/26/2011
The odds of OWS coming up with "a new face for America" are somewhere between 0% and 0%.  They are united by what they are against (and I share most of that with them) but they are not united by what they are FOR.
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HUFFPOST SUPER USER
alafonse
It's definitely a crap-shoot.
08:53 AM on 11/18/2011
The Republicans have offered nothing short of an idiot clown show and no real solutions for unemployment thus far. This evens the playing field considerably for those of us who actually logically think with our minds.
09:20 AM on 11/18/2011
a, But, there is the dilemma; logical thinking with our minds is frowned upon by the uneducated and Fox 'News' is winning over millions of people who vote against their own best interests. Stupid is in, intellectual is laughed out of the door. Scary.
HUFFPOST SUPER USER
bacaja
09:58 AM on 11/18/2011
Hungry, homeless, and hopeless may trump stupid..
HUFFPOST SUPER USER
sharon40
10:26 AM on 11/18/2011
When many in the "heartland" believe that the earth was created 6,000 years ago-what chance does this country have. These states have voted against their own interests for years because of religious beliefs. And their numbers are growing along with their mega churches. It is frightening that in the 21st century people might still believe that the sun revolves around the earth.
HUFFPOST SUPER USER
nastan sparlos
Will Solyndra panels work in a nuclear winter?
08:48 AM on 11/18/2011
The president can always play some basketball in front of some fans. That will do it!
kdp59
small business owner
08:10 AM on 11/18/2011
lets cut to the chase here:

IF Romney is the nominee of the republicans (they don't seem to want him) and unemploymentisn't below 8.5%......romney wins in a landslide....IMO.

IF any of the other repub's running are the nominee, Obama wins unless unemployment is 10% or higher.

PERIOD.
08:04 AM on 11/18/2011
Mr.Galston, your basic points are basically sound but you omit a crucial point. The strength of Obama's opposition. Sure there will be the ditto heads who will reflexively vote for anybody but Obama. For these folks an Orangutan is more desirable than Obama. But for the rest of the thinking public, they are not going to vote for someone whose best ideas are to go back to the policies that got us into this mess in the first place. The American voter can do some dumb stuff, like vote for Scott Walker and other numskulls, but they do have a learning curve. Different isn't necessarily better.
09:54 AM on 11/18/2011
An Orangutan is more intelligent than obama! The economy is proof. Solyndra is the second on that motion. Unemployment is a third. Sorry you think with the left side of your brain, try the right side for awhile.
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05:37 AM on 11/18/2011
It makes me sad to realize that in the next election the choice will be mediocrity or the abyss.
HUFFPOST SUPER USER
skatscan
03:46 AM on 11/18/2011
One thing he forgets. As much as the economy is struggling now, It's far better than it was when Obama took over.
08:17 AM on 11/18/2011
What the heck you looking at? No jobs Gas doubled, Food up, Houses worthless.
You must be a entitlement specialist with increases.
My business is down since this guy came to Wash DC.
RealistBC
Micro-bios must pass muster.
08:21 AM on 11/18/2011
Now sell that to the 25 million Americans struggling to support themselves without full-time employment.
HUFFPOST SUPER USER
pawletto
11:27 PM on 11/17/2011
It's so very tempting to dwell on the sheer unelectability of the Republican field of candidates, however it is also important to not become complacent, and articles like this serve well in this regard.
RealistBC
Micro-bios must pass muster.
08:21 AM on 11/18/2011
This won't become evident to the majority of Obama supporters until the real Republican candidate emerges from the convention.
wsdave
Abusive or Insulting? I won't be responding.
10:59 PM on 11/17/2011
Historically, two things seem to decide the Presidency: Troops in the field, and the economy.

Rarely have incumbents lost when they've had troops in the field. The support of the country for the troops seems to fuel reelection. Our current situation is interesting, in that most of the troops we have in the field, were put there by a prior administration, and the public was quite divided about the issue. I'm sure you recall the protests. Now that a Democrat in in charge of the SAME wars, however, the protestors are nowhere to be found. The very thing that folks HATED Bush for starting, they seem pretty OK with Obama continuing.

The other issue is that incumbents tend to lose in a down economy. That's kind of self-evident in it's reasons.

2012 will be strange in that Obama will have both: We'll STILL have troops at war, but we'll STILL have a lousy economy as well.

Unlike in Vietnam, folks today can largely ignore the war: I recall reading that the death count for U.S. soldiers in 1973 (I think) was higher than ALL of the combat deaths since then, COMBINED.

What folks CAN'T ignore is the economy. And it will get worse before 2012.
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HUFFPOST PUNDIT
marco01
02:04 AM on 11/18/2011
The war protests petered out long before Obama took office. After the massive mobilizations of 2003 were unable to stop the war, a lot of people became disheartened and checked out.
09:30 PM on 11/17/2011
What's interesting about this recession....Our GDP is higher now than in 2007, yet the jobs aren't there. I heard a program discussing how much computers are really doing so many more tasks that were once done by people. And a lot of the advancement has occured in the last 3-4 years. Example: At my favorite amusement park instead of people monitoring the turnstiles at the gate, people have their pass scanned and they go. Just wondering if this joblessness is more than just the president or financial collapse or politics.
Genders
Love, Tolerance, Enlightenment
11:00 PM on 11/17/2011
GDP is a terrible measure. if you pollute the air, causing people to have to buy air, the GDP goes up.
RealistBC
Micro-bios must pass muster.
08:24 AM on 11/18/2011
Technology plays as much of a role in the decline of the working class as does offshoring jobs. More and more it's becoming clear that only those who run the economy stand to benefit. The rest of us can go starve to death somewhere out of sight of the champagne party.