When I saw that eight “rogue” Democrats had bowed to Republican demands to end the government shutdown without a firm agreement to restore the ACA subsidies, I was depressed. And angry. I also was clearly not alone–the pundits I follow were almost uniformly furious.
But then I read Jonathan Last’s analysis in the Bulwark, and felt much better.
Last argues that the very best outcome for Democrats would have been to force Republicans to give them something that would alter the structural balance of power– something like D.C. statehood or the full release of the Epstein files. The next best, he says, would have been getting rid of the filibuster, which would have required Republicans to vote on every unpopular Trump proposal and cleared the way for Democrats to enact sweeping reforms if and when they regain power. The third best outcome would have been to win a tactical concession–perhaps outlawing masks on ICE agents.
Instead, Democrats got the fourth best outcome: Democrats caved without any concessions–while raising the salience of a terrible issue for Republicans.
This is basically what happened. Republicans will allow an ACA subsidy vote in the future, that is meaningless because the House will not pass the bill—and even if it somehow passed, Trump wouldn’t sign it.
But capitulating without getting anything of substance isn’t the worst thing in the world. It preserves the status quo and the status quo is—as last week’s elections showed—good for Democrats.
Trump has plummeted in the polls as the shutdown has dragged on. But what would happen if the Democrats had gotten what they were holding out for–extension of the ACA subsidies and restoration of the Medicaid cuts. Slashing those subsidies and drastically cutting Medicaid were mean-spirited provisions that were central to Trump’s “Big Beautiful Bill.”
Last’s point is that such a “success” would have been a disaster for the Democrats, because it would have made Trump more popular.
The Democratic proposal was for Trump and Republicans to undo the most unpopular parts of their Big Beautiful Bill.
Had they succeeded, I am fairly certain that 2026 voters would not have given Democratic candidates credit for protecting them.
Why? Our COVID experience suggests that Americans have almost no capacity to grant credit for harms avoided.
Last reminds us that Trump’s Big Beautiful Bill created a political liability for him, because in order to keep GOP legislators onboard, he couldn’t enormously increase the deficit. He needed to include some cost-savings. In GOP land, the most politically palatable cuts are to other people’s health care.
The devil’s bargain Trump made with the BBB was that health insurance costs would rise dramatically for people covered by the ACA and health care access in rural areas would decrease as Medicaid was cut. These effects would be tangible for voters and would manifest months before the midterm elections….
The shutdown presented Trump with the opportunity to have his cake and eat it, too. Having given the holdout Republicans their health care cuts to pass the BBB, he could have undone those cuts as a “concession” to Democrats, thus nullifying their best issue for the 2026 campaign. Democrats would have had to sell voters on the idea that “Your healthcare costs would have gone up without us!”
Good luck with that.
It’s hard to argue with that analysis.
Democrats were doing what Democrats do–trying to avoid harm to the millions of Americans who will lose healthcare–or pay much, much more for it– thanks to Trump and his GOP sycophants. Would those Americans be grateful to the Democrats who saved them from those harms? Some undoubtedly would be–but, as Last contends, most wouldn’t. If the Democrats had won–if they’d forced GOP concessions on ACA subsidies and Medicaid, voters next November wouldn’t be experiencing a world of hurt, and Trump’s GOP would be the beneficiary of its absence.
Why didn’t Trump take this gigantic win? Because it would have meant laying down. He would have had to pretend that he’d been beaten and was capitulating to Chuck Schumer.
Trump’s obsession with strength and dominance simply would not permit that.
So where are we? Last says that– objectively speaking–Democrats emerge from the shutdown in a slightly better position than they entered it. They’ve damaged Trump politically. They’ve insured that health care costs will be a major issue in 2026.
The meaningless future vote on extending the ACA subsidies “will put Republican senators on the spot and create vulnerability for House Republicans when they refuse to take up the bill.”
I feel better. Unfortunately, a lot of Americans won’t…
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