Trump has become one of the most unpopular President’s in history in the shortest time on record.
Because he lost the popular vote by such a wide margin, he didn’t enter office with much support outside his party. That support is now gone.
Whether Trump’s approval rating will drop further depends largely on independents and Republicans — he has almost no support to lose among Democrats. If those voters do sour on him, that could pose a threat to Republicans in the midterm election in 2018. The incumbent president’s approval rating historically serves as a good predictor of how many seats his party will lose at midterm.
His core support represents about 22% of the population. These folks are going to support Trump no matter what.
The next group are going to support him based on what he delivers. These represent another 22% of the population. These first two groups, the “believers” and the “conditionals” make up the 44% of the population (more or less) that approve of Trump’s performance so far.
The “conditionals” are interested in an improved economy, cleaning up Washington corruption, defeating ISIS, and building the wall in that order. If he fails to do any of those things, he will lose their support.
Let’s look at the challenges that Trump has with this group of “conditionals”.
Trump’s economic plan has a big problem. There aren’t enough workers to support the growth that he has promised. Worse than that, Trump is also expected by this group to put a tough immigration plan in place. Immigration is the easiest place to find the workers that Trump’s economic plan REQUIRES.
Here’s the math. We currently employ 152M people. Trump wants to add 25M more jobs. He needs that job growth in order to deliver the 4% a year GDP growth that he has promised. He’ll get 8M from population growth. If we are able to return to historical highs in workforce participation, he’ll get another 8M. That still leaves him 9M short.
There are only two places he can find those extra jobs. Either immigrants are going to fill them or he’s going to have to figure out how to convince baby boomers to come out of retirement.
The problem is that he can’t fill them with immigrants because one of the other things that the conditionals are going to hold him accountable for is keeping immigrants out and deporting those who are here illegally. That leave seniors. 19% of those 65 and over, work today. In order to hit his numbers, that percentage has to increase to 32%. Even that won’t get the job done, because 7M jobs are filled today by undocumented workers. If you deport all of those workers in addition to keeping new workers out, Trump’s plan adds only 9M new jobs. That’s not nearly enough to hit his GDP numbers. It barely keeps up with the jobs that population growth will require.
Trump is left between a rock and a hard place. Investments to grow the economy without increases in both productivity and workforce are going to spike inflation as demand exceeds supply. That’s going to lose him the support of the conditionals who will have a harder time buying a house, paying their adjustable mortgage, buying a car, and paying their bills. If he reneges on his immigration plan, he will lose the support of the conditionals even if it does help him keep his economic promise.
Trump has already lost the last two groups (curious and resister). He won’t get them back because their views are diametrically opposed to his base and the conditionals. They don’t want a wall. They want to keep Obamacare. etc.
Most presidents lose ground during their first two years. The average decline since World War II is just short of eight points, according to a compilation by Marquette University political scientist Charles Franklin. If Trump follows that pattern, he could end up with an approval rating in the high 30s — perilous territory for congressional candidates running in swing districts.
If he survives all of the other challenges that currently seem to surround his administration, the historic patterns leave him in very dangerous territory. Bush II lost control of both the house and the Senate in 2006 because the country was tired of the Iraq War. His approval ratings were in the 30’s.
House members are already dealing with tea-party-like disruptions at their local town halls. Republicans are already backing away rapidly from any immediate action on Obamacare replacement because of fears of the impact that might have on the 2018 elections. Trump hasn’t even started to try to get his agenda through Congress, and the news cycles are dominated by stories of disarray, conflict, and foreign intrigue. By way of comparison, by the third week of the Obama administration stimulus legislation was already being debated.
The closer that we get to the 2018 elections, the less likely it will be that at least House Republicans are going to be willing to take controversial votes. If healthcare reform remains undone, some voters are going to hold him accountable for NOT making the healthcare changes he promised. Other voters are going to vote for Democrats to PREVENT him from making the changes that he promised.
There is no clear path for Trump to improve his situation.
There are only many opportunities for it to get worse.