Lagging Indicators

by: Chris Bowers

Mon Mar 10, 2008 at 15:17


First Read:

Obama, at least this past week, has lost control of the campaign's narrative. The Clinton campaign is now fighting the campaign out on its turf, despite being behind a nearly an insurmountable margin on the pledged delegate front, 1373-1232.

Gallup:

Forty-nine percent of Democratic voters nationally support Barack Obama for the Democratic nomination compared with 44% backing Hillary Clinton, giving Obama a slight but statistically significant five percentage point lead.

For the past week Clinton and Obama had been neck and neck in national Democratic support, but preferences have now returned to where they stood in late February when Gallup Poll Daily tracking found Obama consistently ahead by a 5- to 8-point margin.

This comeback for Obama started prior to his victory in the Wyoming caucuses on Saturday, March 8, thus blunting Clinton's winning streak coming off of the March 4 primaries. Obama has led Clinton on each of the individual days included in today's three-day rolling average, from March 7-9.

Taegan Goddard:

If last weekend was any indication, Sen. Barack Obama has lost control of the campaign story line to Sen. Hillary Clinton.

Rasmussen:

On Monday, the Rasmussen Reports daily Presidential Tracking Poll shows-for the first time in a week--Barack Obama with a slight advantage over Hillary Clinton in the race for the Democratic Presidential Nomination. It's Obama 46% Clinton 44%. Yesterday, Clinton was up by two points.

I don't have any great insight on what causes national poll numbers to go up and down in the Democratic campaign. Back in 2007, I thought all of the frontrunners would take a hit when they indicated they did not intend to pull all troops out of Iraq before 2013. Clearly, I was wrong, as the field never gained on the frontrunners despite their generally superior Iraq policies. Mostly, I am glad that I write later in the day, so that new poll numbers, rather than old trends and lagging indicators, are able to inform my writing (that, and I tend not to be a morning person).

Obama seems to have restored his national poll numbers to where they were before Clinton's rise during the first four days of March. I don't know how he did it, but the rising poll numbers do seem to refute the developing narrative that Clinton has somehow taken control of the campaign narrative (which is, preposterously enough, a narrative about a narrative). If Clinton is in so much control, then why did her bounce fade so quickly? If I had to guess, I think it has everything to do with constant implications from the campaign that only certain states matter, and that the popular vote does not matter. I thought that killed the Clinton campaign in the three weeks after Super Tuesday as well, since people don't like to be told that their votes and their hometowns don't matter. When the Clinton campaign dropped that argument, and started focusing on simply attacking Obama, they appeared to improve, albeit briefly. At least then, they were attacking Obama, instead of directly attacking voters. There also might have been a sympathy backlash against the calls for her to drop out.

But really, what do I know? The truth is, I am probably just guessing those were the causes because those were the fights I focused on during February. What I do know is that in this primary, campaign narratives seem to always be lagging behind polling and delegate reality. It took the press a long time to realize that Super Tuesday may have been a tie, but it actually left Obama in a far superior position. Before March 4th, it seemed to take them a long time to realize that there was no clear reason for Clinton to drop out of the campaign if she won Ohio. And now, after March 4th, it seems to be taking them a long time to realize that Clinton has made no measurable impact on Obama's overall lead in polls, delegates, or money. In this primary, the media is a lagging indicator of the campaign, and I think that is actually a good thing. I like that Democratic voters are one step ahead of the press in 2008.  

Chris Bowers :: Lagging Indicators

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Lagging Indicators | 25 comments
great points (0.00 / 0)
The current state affairs is something like this: Obama's in a good situation that looks bad.

I'd far rather be in Obama's position than Clinton's.

Having said that, he could use a bold move to take charge again. He needs to play some offense.

I've suggested in a diary that he should pick and announce a veep. That would certainly be a bold, unconventional move with an enormous upside.


I'm not sure about that but... (0.00 / 0)
He should hit back and say he that this is a campaign about vision and change.  He needs to see he is ready to be President and use Rendell's words against him...selectively editing the part where Rendell says Hillary is just more ready but both are ready.  He then needs to say he thinks Hillary would be an excellent VP and would be a great asset in helping moving OUR vision of America forward.  We need her to join US in changing Washington... yada yada.  

Diffuses the narrative she is trying to put out there that Obama would be great as her VP by turning it back around on her.


[ Parent ]
I just think that the race tends toward Obama, in general (4.00 / 1)
The big mistake the Obama people made was allowing Clinton to throw them off message: they should never have engaged the national security debate beyond calling Clinton on her Rovian scare tactics.  By engaging, they let the media carry this attack far further than it otherwise would have.  When people don't have to deal with all the Clinton chaos and negativity, them pretty naturally find a home with Obama.  


The Politics of Bruno S.


Fluid race for some, not for others (4.00 / 2)
This race has hardened for many Clinton and Obama supporters, probably something like 40-45% for each, with a much more fluid and shrinking bloc of 10-20% who go back and forth.  What puts them in one side or the other?

1.  Who's up--people like winners, and each draws support when they win, Obama more so because he has won more contests.  But there is also

2.  Sympathy for the underdog--I think this is more a factor in solidifying support than winning converts, especially as the race goes on.

3.  Doubts about Obama--Clinton and her people were somewhat successful in moving some in the fluid middle toward her.  But she has often overreached here, exaggerating her own experience, and this leads to

4.  Clinton fatigue--Clinton's movement gets slowed when people see her as cold, calculating, overly and nakedly ambitions, and when Bill rears his head, reminding people of what they didn't like about the Clinton years.  This also leads to

5.  Hope for the future--Hillary's "hope is for losers" riff is really grating.  It plays with her base because it mocks Obama, but it isn't very inviting to waverers, let alone Obama supporters.  It drives people back to Obama.

This oscillation will slow, and in Obama's favor if he makes no real missteps.  Personally I think there is a ceiling on Hillary's support, and it isn't 50.1%

John McCain--He's not who you think he is.


[ Parent ]
Short term gain (4.00 / 1)
I'm just guessing, but I'll throw a few ideas out there.

I don't think the "throw everything at an opponent including the kitchen sink" strategy works for long, particularly in a primary where voters are predispositioned to like both candidates.  In a short burst it looks like Clinton is strong and Obama is weak.  But over time it looks like Clinton is angry, desperate and has no message while Obama's general "above it all" approach looks calm and reassuring.

It also seems both sides have gained from public sympathy the moment they seem down.

Lastly, I think Clinton's victories last week had more to do with controlling the news cycle than any specific attack.  It seems with Obama's victory over the weekend and all the talk about FL and MI she has lost that control, though I'm less certain Obama has gained it.


I hate... (4.00 / 1)
I hate her rally speeches were she starts SCREECHING to the audience.  Its as if she is yelling and thinks its exciting but is just really annoying.  It makes me think of my mom yelling at me.  Total turn off.  She is so much better in a normal conversation mode than big rally mode, whereas Obama is the opposite.

[ Parent ]
Yeah (0.00 / 0)
I hate when women do that screeching thing. It's a good thing there aren't too many of them in important position.

I support John McCain because children are too healthy anyway.

[ Parent ]
Good old fashioned sexism (0.00 / 0)
If Andy Sullivan dies, you should apply for his job.

[ Parent ]
Good for you (4.00 / 2)
But really, what do I know? The truth is, I am probably just guessing those were the causes because those were the fights I focused on during February.

I wish more pundits would have the balls to once in a while say, "you know what, I have no freaking clue what the hell the voters are thinking."

Our Dime Understanding the U.S. Budget

But... but.... (4.00 / 1)
They are Very. Serious. People. How could you expect people so serious and important to say something like that? What are you, logical or something? Freaking unappreciative peon!

Former Edwards Supporter, Obama Supporter since January 30, 2008

[ Parent ]
It was her comments about McCain (4.00 / 1)
...and against Obama that have turned Dem voters. It will continue to do so.

Mo. (0.00 / 0)
Obama's return is very impressive. The polls are up and the momentum keeps on coming. He is trending higher and higher on intrade.
I think this maybe because we are seeing somekind of inbuilt solidity increasing in how Obama is being percieved, especially as he is wrapping up this nomination.

On a note. There is talk of a Obama tour to Berlin, Vatican, Israel, Iraq and possibily Asia/Africa.
http://ruralvotes.com/thefield...


Respectfully, the race has been a near-certainty since at least Super Tuesday. (4.00 / 1)
Obama's failure to land the knockout blow shouldn't distract from the fundamental nature of the race right now.

In order to win the nomination, Clinton needs a near-blowout win in Pennsylvania, a favorable resolution to the FL/MI situation, respectable showings in NC and IN... and that only gives her candidacy a fighting chance to convince the supers late in Denver.

It's a nice scenario for the media to cling to, but it's not a realistic path to victory. Clinton is perhaps 10% to win right now. She still needs a massive Obama gaffe/misstep.  



yep (0.00 / 0)
i worried heartily about how he couldn't close the deal until i suddenly realized that no one was closing any deal and the whole concept was irrelevant.

[ Parent ]
people were fooled by the media talking up her wins in OH and RI (0.00 / 0)
It just took a few days for it to sink in to people that despite her Karl Rove style negative campaign against Obama she made virtually no progress towards winning the nomination by winning Ohio and Rhode Island while losing Vermont and Texas, stupid MSM narratives notwithstanding. Reality finally sank in when he again crushed her in Wyoming. Now people can clearly see that her campaign is full of sound and fury signifying nothing and the more ridiculous statements she makes about thresholds, going after pledged delegates, and the veep spot, the farther she'll sink. It's almost like she's trying to let Obama beat her in Pennsylvania and end this.

Not only that (0.00 / 0)
She got a few delegates, but then so did he.  And she alienated many more people to get them, while he got his by being inclusive.  This si a losing strategy for her in the long run.  

John McCain--He's not who you think he is.

[ Parent ]
If Obama is the people's choice (0.00 / 0)
and a lock for the nomination, then why isn't he demanding a revote in Michigan and Florida?  He should welcome the chance to campaign in these crucial states, if only to lay the groundwork for a battle with McCain.  

short circuit (0.00 / 0)
It feels a bit like the press are hooked in -- to the press? The "campaign narrative" is generated by the press (if, like me, you don't own a television, you'd have trouble verifying the "narrative" stories) -- and now they are speculating on themselves?

A certain amount of feedback in a system can be sustained, but I'm waiting for the howls of distorted punctuation marks and random alphanumeric strings that may well start appearing in the New York Times once they finally purge the last contact with the actual reality that usually acts as a source of low-entropy text.


Unfortunately I think the Clinton campaign has done well (0.00 / 0)
They had a series of attacks and a strategy up their sleeves and pulled it out just at the right time. This included the 3am attacks, their media bias narrative and a few other things. They attacked Obama in the first few days of March and their strategy, while a successful one, did not have the potential of having a long-lasting effect. So they did it when it mattered, just a few days before TX and OH. It had the desired effect for them and things are back to normal now, which means Obama is ahead again.

I just hope they don't have anything else for future critical races.

On a separate note, I get the impression (like many have said) that there is no great momentum in effect for either party as far as voters are concerned. Hillary seems to win the states she is supposed to win and the same goes for Obama. Look at NH, NV, CA, MA and now TX and OH... all states HRC was always certain to win, but polls fooled us into thinking that Obama had a chance in the last few days, but the original CW stood. Expect to see this again in PA.


Fear you're right, Hope you're wrong (0.00 / 0)
Agree her triangulation on the phone call, NAFTA, and media bias worked, but I'm not convinced they had as much control over it as you give them credit for.  To me, it was more luck than design, and I doubt they'll be able to repeat its success (which is not to say that they won't try -- witness the whole McCain and I are commander-in-chief material and Obama's not business). Even a stopped clock is right twice a day; but given  Hillary, Penn & Co.'s serial blundering before and since, I suspect they'll return closer to form by the time PA votes.  

[ Parent ]
negative campaigning (0.00 / 0)
and the kitchen sink works well over the short term but has a back lash effect on the long term. she got what she needed for the moment-a win in texas and ohio-but now what?

OH and TX were primarily demographics-based wins (4.00 / 1)
The MSM has made last week all about the success of attacking, and it looks like the Clinton campaign believes that, and has over - reached as a result.

The primary reasons why Clinton won in both states were based on holding onto her core demographics in states destined to be more favorable.

1) Latinos were nearly 1/3rd of the TX vote, which was a record. Kudos to Clinton to getting out her base.

2) White OH Dems with a high school education broke strongly for Hillary. These counties border Western MD and are somewhat like Appalachia demographically and in outlook. Even in VA, where Obama won 62-37 similar counties went 75-25 for Clinton.  They were a much bigger share of the electorate in OH, but the signs were there in VA. Watch for this in KY and WVA as well, and in southern IN, though I suspect Obama will take IN in total.

The attacks may have helped Clinton hold her base, but they provided only a short term, tactical advantage (my hunch). The press conference effectively endorsing McCain for CIC over Obama was seen by Dems as a bridge too far - providing aid and comfort to the enemy. The press doesn't get that, and continues to play the "Iron Lady" card.

Obama had 3 bad weeks of press, probably officilly starting with Michelle Obama's comments which were misconstrued, but not helpful politically. He also became very conservative, and repetitive. The skewering today - "how can I be unqualified to be CIC, but qualified to be VP?" was a sign of a return to his momentum.

The press will see it as a minor event, but it was major from the view point that he has begun to negate both the CIC attacks, and the too clever by half attempt to push him into the VEEP job.

And now, add the Ferraro comments, and Clinton is back off  message, and Obama is on...

   


she's in big trouble (4.00 / 1)
The wound has reopened: after a few relatively static days in super delegate-land, she has begun to bleed them again (or more accurately, Obama's gains have caused her margin to fall but I like the bleeding metaphor.)

Her latest argument requires her to at some point prove that super delegate are willing to take a chance on her over Obama due to whichever kitchen sink-inspired concerns they might now have. If the super delegates go back to trickling into Obama's column, she's dead meat.

In the end, also, getting abused by 23 points in Wyoming was a real buzzkill for her campaign. You could almost hear the wind whooshing out of the sails. We've talked a lot about Obama having so many chances to close but Hillary hasn't done it either. She had a chance to close on Super Tuesday and she didn't and now she had a mini chance to turn the corner, if not close, by keeping it close in Wyoming. And she failed.


The Dwindling Shelf-Life of Spin (4.00 / 1)
I think the main cause of this dynamic is the decreasing impact of spin.  The Clinton campaign has put a lot of effort into spinning results -- South Carolina didn't matter, Super Tuesday was a win for them, March 4th was a big comeback even though it was essentially a delegate tie -- and after each election the press seems for a few days to buy into it.  Thus the reporting, all weekend, of Obama's "terrible" week (in which he had a net delegate gain).  

But the fundamental principle of this campaign seems to be that reality catches up fast.  A few days after each elections, polls, etc. essentially reflect that the electorate understood right away what really happened, even if the press perhaps did not.  

Part of the reason for this, I would guess, is that while the Obama campaign is not particularly focused on (or good at) the first round of post-election spin, they're willing to doggedly hammer at the basic facts over several days until the press picks them up (when given the choice, political reporters will always go with the claim that's substantiated by facts).

That is good; that is how it should be.  There's nothing wrong with spin, but reality trumps it every time--as long as our campaigns are willing to repeat the facts until they are recognized.  Our political press is, it seems, so used to the Rove era (and, to be fair, the one that preceded it) that reporters still assume whatever spin "wins" one or two news cycles becomes hardened CW, never to be questioned.

The electorate, it seems, is a bit more reality-based than that these days.  


You bet there's a lag (0.00 / 0)
But there are also other forces at play, too.  For one, there are pundits who need to fill column inches on a deadline.  Pundits who may have their own favorite candidates and who, not incidentally, are being spoon-fed  a precious "narrative" by the Clinton camp. The entire First Read column/blog, for instance, reads like a Hillary infomercial, right down to the suggested August re-votes in Michigan and Florida (when both states have previously-scheduled congressional primaries).  Add to that the fact that these guys have a built-in reason to want this thing to keep going for as long as possible, and it's no surprise that they jump on any opportunity to promote juicy conflict stories like the ones the Clintons are so good at cooking up.

However, even assuming that no nefarious purposes are at play, while I definitely smell the same shift back from the Hillary bump reflected in the polls, I still wouldn't expect the MSM pundit types to write about it in real time, if only for the simple reason that it hadn't happened yet.  Even in the blog format, those guys are still writing yesterday's news. And my suspicion is that they can't away with publishing "gut-feeling" shifts in momentum, no matter how perceptible.

Thus, with any luck, the most recent Gallup and Rasmussen numbers will get their mention -- though I wouldn't expect them to get anywhere near the attention that Hill's mudslinging got.  Numbers aren't as salacious as mud wrestling.

As for the source of the Obama quick surge itself, methinks it stems from mainly from backlash against the Clintons' sharp right turn into the mud, and the line-crossing equating of herself to McCain on commander in chief readiness "threshhold," with dashes of disgust at the FL and MI about-face.  In those ways, at least, the media has actually driven the change, albeit unintentionally.


Lagging Indicators | 25 comments
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