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Bad Two Weeks for Obama

While the polling data is slow to catch up, the last two weeks have been decisively negative for Barrack Obama.  He is still likely to caputre the nomination but the problems generated by the Wright controversy are taking a toll on his campaign. 

The Wright episode hurts him in three ways; 1) it takes him seriously off message (so much so that he went on vacation),  2) it is getting traction because it suggests to some voters that Obama may not be as patriotic as he should be and 3) it raises prickly and potentially damaging racial issues.  We believe that Obama’s speech - while eloquent - did little to put out this fire.  And more importantly the speech may not alleviate voter concerns.  Voters did not need a speech about race in America, they needed a speech explaining why Obama allowed himself to be so close to Wright.  The issue strikes at the heart of his judgement.  And that matters to voters.   

2008 Presidential Election Results!

We’re kidding, of course.  But there is a lot of new survey data out today with hypothetical general election match-ups between John McCain and his two potential Democrat challengers: Barack Obama and Hillary Clinton.  Now, this is all nonsense, of course, because at this stage it’s far too early to get any sort of genuine read on what will happen in the fall.  But these numbers will be scrutinized by wavering Democrats trying to determine the stronger general election candidate.  In two new surveys McCain has opened up a slight lead over Obama, which is significant because a number of previous surveys have had Obama leading McCain.  This might be a blip, it might not mean a thing, or it may be the start of a trend…we’ll just have to wait and see.  But if it is a trend-and if Clinton’s numbers against McCain start to improve-then she can start to make the argument that she would be the stronger general election candidate.  Will that be enough to overcome Obama’s delegate lead?  We’ll see.

Clinton McCain 2008-3-17

Obama McCain 2008-3-17

Potentially Big Trouble for Obama

Several months ago, a number of national news organizations—including the New York Times and the New Yorker—raised questions about Barack Obama’s ties to Rev. Jeremiah Wright.  While those stories made a bit of noise among DC insiders, for the most part their electoral impact has been little to none.  Until now.

 

An ABC News review of dozens of publicly-available sermons by Pastor Wright, until recently Obama’s pastor at the Trinity United Church of Christ in Chicago, has produced some alarming videos of the pastor in action.

This is a good example of how the jump from print to video can cause a substantial change in perception and impact.  Even if what is being said is nothing more than inflammatory religious oratory, the visceral power of video makes this potentially very damaging for Obama.  This may be a game-changer, if not in his primary battle with Clinton but in a potential general election contest.

Despite his vague “repudiation” of Pastor Wright’s comments, it will be very difficult to distance himself from his pastor of 20 years who married him and baptized his two children.  So far Obama has been able to tread carefully around issues of race with a message of unification and post-racial politics.  However, when the man who inspired the title of his political manifesto, The Audacity of Hope, is seen firsthand as someone espousing divisiveness and hate it may be impossible for Obama not to address issues of race and the black experience directly.

The Other Race Gap

While Barack Obama handily won the Mississippi primary, it is notable that white voters–who represented 48% of Democratic primary voters–only gave him 26% of the vote.  Clinton winning nearly three-quarters of the white vote is not good news for Obama as Pennsylvania looms.  He will need to perform much better among whites to win there.  In fact, this was his worst performance among white voters since he won just 16% of the white vote in Arkansas on February 5th.

Compare this to Iowa where he won 38% of the nearly all-white vote (a 9% margin over Clinton) and you see a potential problem for Obama.

Changing Iraq Perceptions and Going Negative

Two quick thoughts this Friday morning.

  1. The “monster” brouhaha notwithstanding, it will be interesting to see if (and how) Barack Obama really intends to “go negative” in the coming weeks, as aides have suggested.  Obama’s appeal, of course, is that he’s been above this sort of thing, and so there’s a real danger for him in embracing the “politics of the past” that he has so far rejected.  But one thing is clear: Hillary’s recent attacks have worked, and Obama cannot simply dismiss her charges; he needs to start launching accusations of his own.
  2. Some recent surveys have interesting news on changing perceptions of Iraq and a potential Obama general election candidacy.  Three key findings from a recent Pew Survey: public attitudes toward the war in Iraq have become more positive, and 47% of the public favors keeping troops in Iraq until the situation there has stabilized, the highest that response has been in more than a year.  The survey also raises concerns about whether Obama will be “tough enough” in dealing with national security issues.  None of this suggests that John McCain will be the front-runner next fall, but it does suggest that the foreign policy environment may not be a solid advantage for the Democrats, after all. 

Last Night’s Big Winner? John McCain

While just about every pundit and political commentator (myself included) is stunned by the Clinton comeback last night, the unsaid story is that John McCain may have been the biggest winner of the evening (and not because he finally wrapped up the Republican nomination). 

Simply put, the longer the Democrats continue to battle and expend funds (they will collectively spend more than $25 million over the next 3 weeks) and energy attacking each other, the better it is for John McCain.  While I am a firm believer in the concept that a hard-fought campaign tends to improve and hone the ultimate winner’s political skill-set, I think we have crossed the line with the Clinton-Obama battle.

From this point forward-with the possible exception of the fact that it will keep the Democrats in the spotlight-virtually every aspect of a protracted Clinton-Obama campaign will be a net negative for the ultimate nominee.  Yes, the general election is still the Democrats’ to lose.  But the ongoing battle between these two heavyweights may prove to weigh one of them down in the fall.  The next eight weeks (and possibly the next three months) may be awfully harmful for Democrats in November and give the McCain team some much-needed time to gather itself, lay out a strategy and raise funds.

She is Back

The Clinton campaign spent this last week reversing several of the trends and tendencies we cited in our last email…and she benefited from all of them.  Here is how Clinton came back in the last 10 days:

  1. They switched from defense to offense. The Clinton team not only took the gloves off but, more importantly, they did it strategically. They launched a very powerful ad (”3 AM”) that went after Obama by asking the question “It’s 3 a.m. and your children are safe and asleep. But there’s a phone in the White House, and it’s ringing. Something’s happened in the world…who do you want answering the phone?” Interestingly, they only ran this ad in Texas. In Ohio, they ran an economic message that resonated with the voters there.
  2. Clinton gave voters in Texas and Ohio a reason to vote for her. Clinton refocused herself and explained why a vote for her is important. This was critical. Early in this campaign Team Clinton relied on her resume. Over the last two months-and, in particular, the last two weeks-she articulated the difference between her and Obama. And it worked.
  3. She has sharpened her message. Clinton is now running a two-pronged campaign based on national security experience and the economy.

Additionally, some environmental factors helped to propel Clinton yesterday:

  • Texas and Ohio were always her states to lose. She had 20-point leads in both states as recently as two weeks ago, and these were states far more favorable for her (from a demographic perspective) than many of the states Obama won over the past three weeks. But what she did was hold back the Obama surge and blunt his momentum.
  • Obama handled several questions poorly in the waning days of the campaign. The Rezko trial and questions about the Obama campaign contacting Canadian officials to downplay his campaign rhetoric about NAFTA put him on the defensive and took him off-message.
  • Clinton “won” the weekend news cycle. We began to see the tide turn on Monday with several polls showing a Clinton uptick, suggesting that the late-deciders were moving in her direction.

Late Deciders and Getting Back her Base

Exit poll data confirmed all of the above.  Those who decided “late” (i.e. within the last three days) broke for Clinton by just about 2 to 1.  And she reestablished a coalition (Hispanic voters, women, older voters) that had been drifting to Obama over the past few weeks.

TX exit polls

OH exit polls

Pennsylvania

Looking ahead at Pennsylvania, the latest numbers show a solid Clinton lead (though Obama has been gaining ground) in a state that should be-like Ohio-favorable toward her and her message.

PA trends

We’ll be back next Monday.

Could it be that Obama Under-Polls?

The rolling tracking data prior to the Wisconsin Democratic primary showed Obama with a 3-5 point lead.  A compositie of polls taken the day before showed Obama with only a 4 percent lead.  Yet he won by 17 points.  What happened. 

While there are several possible explanations…one might be that Obama is drawing substantially from 18-29 year olds who are less likely to asnwer a telephone survey.   While pollsters routinely “weight” such surveys…it may be that we are underepresenting younger voters in these polls and they are showing up in higher numbers than in the past.

Economic Downturn Benefits the Democrats

The economy and politics are intrinsically tied together.  It’s no secret that we are either inor headed intoa recession.  Consumer confidence is trending downward.  The media coverage of negative economic news has been at an almost full saturation level for nearly 6 months.  Two stories in today’s NYT“Oil tops Inflation Adjusted Record Set in 1980″ and “Vehicle Sales Fell by 10% Last Month”continue the trend. 

This economic news is going to help the Democrats; it will help both their nominee and their congressional slate.   When the economy is bad, voters want change.  Bush and the Republicans (even though they are in the minority in Congress) are viewed primarily as the custodians of this economy.  Unless, of course, this is mitigated by national security issues or some external event, the economy will be by far the most important issue in this election.

It is All About East Texas

It’s the day before the Texas and Ohio primaries and both states — Texas in particular — are too close to call.

The latest poll from MSNBC/McClatchy/Mason-Dixon has the race in Texas essentially tied with Barrack Obama up by one point (46%-45%).   Meanwhile, the Cleveland Plain Dealer/Mason-Dixon poll has Clinton leading by four points in Ohio, 47%-43%. Other polls show Clinton with a larger lead in the state.

 

If Obama wins Texas it is truly over.  He is dominating in the large markets (like Houston and Dallas) as well as in central Texas (Austin).  Clinton is strongest in the south and the north.  It really comes down to east Texas as the swing part of the state.  Our sense is that it will swing to Obama.