So the CNN Republican debate is now done. First off, pretty good job by CNN to construct a format that had more 'clash' between the candidates rather than the reciting of stump speeches and press conference talking points. But we have now found the second of four finalists on the two tickets for 2016. Hillary Clinton has not yet selected her Vice President, so we know one name from the Democratic side. And almost certainly we now know one of the two names of the Republican side. We don't know if she'll be the nominee for VP or President, but Carly Fiorina has now illustrated she will be picked as the VP by anyone else on the platform. So the question for her is, can she actually take the Republican nomination itself.
CARLY WINS AGAIN
So yeah. I think Carly Fiorina knocked it out of the park in the debate. She came very prepared and focused and energized (compare to Rand Paul or Scott Walker or John Kasich). She was very strong on the details, citing statistics, giving very solid details about her positions, but also was able to give great emotionally-connecting stories. Several times she gave a surprising - but refreshing - counterintuitive response - like on Putin not that she'd talk to him, no she would stop talking and simply act tough. Or on the which woman on the 10 dollar bill, she said no woman, its just a gesture... She attacked Trump well but also took the clever (no doubt well planned) route on the 'ugly face' issue referring to women knowing well what Trump meant. And her closing while clearly a canned speech, was very strong.
I am sure Carly will see her polling jump more after this debate. She was already in third place in one of the state polls, I think she can now rise to the top tier in the national polls too. And she is 'crossing over' where she not only appeals to those Republican voters who want an outsider to clean up Washington DC, but also made a very strong pitch to the foreign policy 'leg' of base Republican support and also to the life/religious voters. So Fiorina is likely going to steal votes both from the outsiders (Trump/Carson) and from the establishment side.
I think we've seen enough of Fiorina that she is REALLY well prepared and she communicates REALLY well. She handles the debate format REALLY well. And for Republican voters, seeing Hillary on the other side taking female votes, Fiorina obviously adds the 'cancelling effect' about women so she has that 'electability' issue on her side too. So I am ready to call it that Fiorina will now ascend to the top tier 'permanently' (only a scandal or health issue could derail that) and regardless of how many delegates she ends up getting, she'll be on the ticket either as President or Vice President with the only caveat, that if the primary process will not find a winner on the Republican side (ie a 'brokered convention' situation) in that case it could be any pairing of front-runners and that is the only way that Fiorina might not be on the ticket.
TRUMP SLUMPS
So Trump? He came in overconfident and ill-prepared. He was attacked by half of the field (and the undercard kids' table debaters too) and Trump came across timid at times, childish at times, and had very little of the appeal he had the first time. I think this is partly the problem of Trump wanting it now seriously and committing to the race - so he got himself professional support such as debate coaches - and he's been told he has to tone it down. When he is toned down, he's just a 'low energy Chris Christie'. Look at Christie. He outshone Donald Trump in the debate now.
Part of the fireworks was Fiorina now in this debate (she was attacking Trump from the kids' table last time) and with Jeb Bush taking the gloves off and willing to attack Trump. Rand Paul was again eager to attack Trump and Scott Walker now also joined in the attacks. And Paul's opening attack that Trump is sophomoric set the stage that part of Trump's attacks did seem flat and childish.
Now, what happens? I think we've seen peak Trump support. Some who have joined the Trump bandwagon will stay with him and probably he has a base of support somewhere in the 20% range in the shorther run, and nearer maybe 15% in the longer run. I think we'll see a decline after the debate (mostly going to Fiorina) but there are also big ad blitzes now coming against Trump from independent political action groups and a 24 million dollar ad campaign by Jeb Bush. These will gradually erode Trump's support more. And the 'inevitability' and 'invincibility' image will end and some of Trump's support will go with that.
It then becomes a fascinating storyline, of will Trump quit. Will he quit before Iowa, if his polling shows he won't win that vote anymore. If he's also no longer number 1 in New Hamspshire, then he really could suddenly announce the bombshell news that he quits suddenly. But equally, Trump is now so much committed and his political advisors say its an up-and-down world in politics, and Trump is still solid gold for TV interviews ie free publicity, he could and probably will remain in the early race. Then it depends on how the actual votes come in. He doesn't want to be known as a loser so if he loses badly, he will feel the urge to quit. And remember, with ten or even a dozen candidates at the first primaries, Trump won't need 50% to win a state, he could win Iowa with 20% or even less as long as no rival solidifies the support as a clear front-runner. I think (and this is a very difficult season to guess well) that Trump has now seen his peak in support and his support will fall gradually to nearer 20% in the near term (till next debate) and probably will go down further to below 20% by the time first primaries start in 2016.
BUSH IS REAL
So then Jeb. He came in prepared and 'energized'. He had a good debate, not great. He handled plenty of attacks well and threw a bunch of punches especially at Trump. He also used humor several times well. This is a top tier long term viable candidate who is ready for 2016. Considering the enormous war-chest he has in his campaign funding, we have now seen 'the real Jeb' and its sure he'll be a top tier candidate in the early races. If Jeb can keep this level of performance in the upcoming campaign, he'll do just fine in the early races (not winning those states but collecting delegates) and the big crushing victories will start on Super Tuesday and beyond, when the states are 'winner take all' and when money matters the most.
Bush has fallen badly from his early front-runner positions but I think he can now gradually start to claw back some support and get into double-digits again. Bush is in a marathon where none of the early going is good for him but he also knows - and his supporters know - he doesn't need to win those to remain viable. But that sleepy 'low energy' Jeb we saw early, is now evolving - a good example of how the US process will refine candidates and make them better. Trump has made Jeb a stronger candidate.
GRAHAM LOST IN FIORINA SHADOW
So Lindsay Graham had the great debate in the junior table. Before the main debate started, I was thinking Graham has done so well, he'll move into the Top 10. He was clearly far more prepared and energized and funny and connected with the audience, than Santorum, Pataki or Jindal. But Graham's whole pitch is foreign policy. And then we heard Fiorina in the main debate, constantly pushing the military angle. If you wanted a strong military leader, Carly just stole Lindsay's candy. I do think Graham will see an uptick in his (non-existent) support but he won't crack the Top 10 because Fiorina took that same tactic and she did it even better, and has far more to offer than just lets make the military stronger.
CARSON I STILL DON'T UNDERSTAND
Dr Ben Carson is still the total mystery to me. I think he was sleepwalking through the debate and had weak answers and is utterly out of his depth. Obviously he's in second place in the polls getting about 20% so one in five Republican voters seem to prefer him (why why why, I can't see it). But if you want an outsider and don' t trust Trump, maybe part of Carson's appeal is in that constituency. Fiorina now will appeal to those. Religious conservativess? Ok, he can hold onto those but Fiorina made a good push for that too. And I think Huckabee has made a strong play for that, kind of his 'home field' support. I would expect Carson support to decline but remember, I thought so last time and was wrong. He is just something I totally don't get.
KASICH IS THE DARK HORSE
Ohio Governor John Kasich was trying to play the 'only adult in the room' card - and did it pretty well. He also has a REALLY strong track record for the traditional Republican 'moderate' voter race. He played a shrewd tactic for the debate, constantly pivoting back to his own record and still teaching the voters about his background rather than engage in the personal attack fireworks. He is a 'technocrat' and he comes across as boring, so he is unlikely to jump to the top of the polls, but I am confident this second solid (but not stellar) performance will appeal to many moderate supporters and especially donors. I think the 'moderate' wing of the Republican voters will now find a two-way race between Bush and Kasich.
THE REST OF MAIN DEBATE
So the others. I don't see anyone really failing (Carson to me was worst). Rand Paul was again unfocused and had moments but was not consistent. Ted Cruz believes passionately in himself but I don't see him reaching new supporters. Scott Walker did have a better debate now than last time but still nothing to write home about. Marco Rubio did have a solid debate but not even as remarkable as the first debate so he won't be gaining from this, especially again, that Fiorina stole the foreign policy thunder. Mike Huckabee seems a shadow of what he was eight years ago. And Chris Christie clearly enjoys the debate format but I don't see him scoring in any meaningful way.
THE LOSER TABLE
And apart from Graham, the other three on the loser table are probably now starting to plan how to end their run. Texas Governor Rick Perry aka Governor Oops has already quit. Jim Gilmour support was so low he wasn't even invited to the kids' table and he may have quit already. But Bobby Jindal, George Pataki and Rick Santorum, At least one possibly all three will quit before the year has ended. They won't climb in the polls. Lindsay Graham has some chance of surviving.
THE BIG WINNER
The big winner was Hillary Clinton. The smart play by Republican candidates to use the biggest ever Fox audience last time and now the biggest-ever CNN TV audience this time, would have been to hammer at all the faults of Hillary Clinton and the Democratic position. They were barely mentioned in the whole 3 hour debate marathon (5 hours if we add the junior debate). Obama, who won't be on the ballot anymore in 2016, was probably more mentioned than Hillary. Chris Christie did try to get the debate focus shifted but to no avail. The next debate will be the first Democratic debate also on CNN, next month. That debate I am certain, will focus on all the outrageous positions that this Republican field has been saying.
So now how will this play out in the next months. I think Trump polling support should now start to recede, but probably not collapse. Because of the big advertising attacks on him and as more rivals are willing to attack Trump directly, his support should continue to erode. How the master of TV attention reacts to that development remains to be seen. He is likely to try ever more outrageous things to say to get back the attention and spotlight. But with the 'ugly face' episode now past the second stage with Fiorina the clear winner, we may also have found that Trump can be beaten and in the future some attacks like Trump on McCain or Megan Kelly will not be so clearly 'won' by Trump anymore (and in the future, any such attacks will also bring back Fiorina's debate response to 'ugly face' thus Fiorina will always get extra bonus mentions when Trump picks fights).
The Republican establishment can't wait for Trump to be gone. I doubt he will be out before December and he may well stay in it through the early primaries into say February or early March (would be disasterous for the party). But if he has now peaked and starts to see gradual but unstoppable erosion of his polling support falling to second, third, fourth.. that would grate on Trump's nerves and he'd hate to have that thrown into his face every day, how are the latest polls... I think he has a thin skin and can't take the repeated questions about the declining stature, and Trump's instinctive response is always ugly, so we'd probably see ever more the ugly side of Trump, a fine carnival act to entertain us, but not someone who can be elected President.
Once Trump is past, we can start the real process of weeding out the actual candidates. Take Trump out (and lets say Carson is also only a bizarre joke by the election gods) then it does become... Bush, Rubio, Fiorina, Kasich, Walker, Huckabee, Cruz, Paul; with perhaps Christie also hanging in the mix. But consider the 'anti-establishment' vote. It could very well coalesce around Fiorina and give her something near 40% support especially if Trump quits (and after Carson is also petered out). Now take the remaining 60% and split it with Bush, Kasich, Cruz, Paul, Walker, Huckster etc... its rather easy to see scenarios where Fiorina wins several of the early primaries simply if she can pick up much of Trump's anti-establishment supporters and take some from Carson. At this point she can't be thought of as the front-runner and I don't think the next polls will give it to her either, but its two perfect debate performances in a row. Imagine one more of these and Fiorina might be the front runner by late November.. If so, not bad timing for voting that starts in the new year.
So, unless the Republican race goes into a 'brokered convention' or at least cannot find a clear winner by the end of the primary season - and I'd love to see that simply as a political junkie even as it would devastate the Republican chances - excepting for that scenario, and of course with the usual caveats of scandals or health issues, we now know two of the four names of 2016. There will be two women on the two tickets, one on either side. Hillary will head the Democratic ticket, and Fiorina will be either VP or Presidential candidate on the Republican ticket against her. Judging by how strong Carly was in these debates, Hillary will hope someone emerges to beat Fiorina to the top of the ticket; she does not want to debate Fiorina one-on-one three times in 2016 on prime time TV.
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