By Nick Catoggio
Monday, November 10, 2025
The ongoing government shutdown is like a film adaptation
of a well-known book. The producers might take a few liberties with the source
material, but the story is what it is. You know walking into the theater what
will happen and how it will end.
In case you’ve forgotten the plot of the book, let me
give you the CliffsNotes. The minority party in the Senate filibusters a
federal funding bill and declares that it won’t relent until its demands on
Obamacare are met. The majority refuses on principle to negotiate, reasoning
that to reward the minority’s hostage-taking with concessions would incentivize
further brinkmanship. The Senate can’t function that way. Eventually the
minority accepts that and gives up, satisfied that it’s made its point yet privately
smarting from the backlash to its tactics among the voting public.
The “book” in this case was published in
2013 by Tea Party Republicans. The current standoff, executive-produced by
Chuck Schumer and Senate Democrats, is
the “film.” On Sunday night that film stayed true to
the source material when eight
Democrats gave up and voted with Republicans to invoke
cloture on the House’s government funding bill, which will probably—probably—lead
to an end to the shutdown sometime this week.
The story is what it is, right down to the inevitable
final scene where the minority party’s grassroots supporters freak out about
how their side never “fights” and vow to replace the milquetoast weaklings in
their party’s establishment with
ruthless populists. That scene is playing
out as I write this.
The film was a faithful adaptation: Senate Democrats were
doomed to lose this shutdown and did lose it. Right?
Just the opposite, I think.
Had Democrats let this drag on, they stood a small but
real chance of pressuring the president into caving and agreeing to fund
subsidies for Obamacare customers for another year. As we’ll see below, the
political circumstances in 2025 are different enough from the circumstances in
2013 that the stories of the two shutdowns have diverged meaningfully. Total
victory for the hostage-takers was unlikely, but they weren’t doomed to fail
the way Republicans were 12 years ago.
On the other hand, the fact that their core demand wasn’t
met shouldn’t obscure the fact that Democrats won the shutdown handily and may
yet secure something like total victory depending on how the next three months
play out. If grassroots lefties can’t appreciate that, it’s only because the
ending of this movie failed to sate their growing appetite for ruthlessness.
They’re facing an opponent who’s willing to burn the
country to the ground to get what he wants and who’s done pretty
well with that approach since 2015. Democrats want
more ruthlessness from their leadership, and not even the longest shutdown in
American history managed to scratch the itch.
Democrats could have won.
The
deal that the eight Democratic defectors reached with
Senate Republicans will fund the government through January 30 (except for a
few agencies that will be funded for the full fiscal year), trigger a vote in
December on a Democratic bill to extend Obamacare subsidies, restore SNAP
funding, undo layoffs to the federal bureaucracy that the White House ordered
during the shutdown, and assure back pay to federal workers who were
furloughed.
If you’re a Democratic voter, what’s not to hate?
Your party spent the last month insisting that
unaffordable health care was a national crisis and a political hill to die on,
only to decide in the end that it wasn’t willing to die. In fact, not only did
Democrats capitulate on their demand for money for Obamacare customers, they failed to secure a
promise from House Republicans to take up the matter if
it advances through the upper chamber. Conceivably, the Democratic bill to
extend subsidies could pass the Senate next month—and be fed straight into the
shredder by Speaker Mike Johnson.
Losing when you’re behind is one thing, though. Losing
when you’re ahead is maddening.
The biggest “liberty” taken by the current shutdown with
the plot of the 2013 standoff is that, in this case, voters are angrier at the
governing party than the hostage-takers. Twelve years ago it was Tea Party
Republicans who took
the brunt of public frustration, creating a new political conventional
wisdom that whichever side instigates a shutdown will be blamed by Americans
for the consequences. That conventional wisdom has now been shattered: Donald
Trump’s Republicans reliably draw
more blame in surveys about the current standoff than
Schumer’s Democrats do.
It’s not clear why. Maybe it’s because Republicans have a
“trifecta” in government, unlike Barack Obama’s Democrats in 2013. Maybe it’s
because Trump is so domineering and authoritarian that low-information voters
no longer believe Democrats wield any power over the government. Maybe it’s
simply because voters sympathized with the Democratic cause in this case of
making Obamacare affordable more than they sympathized with the Republicans’
cause in 2013 of stopping the program from being implemented.
Whatever the explanation, any doubt as to which side was
being hurt more by the standoff was erased last Tuesday when Democrats
obliterated Republicans at the polls. It’s unheard of for Trump to
acknowledge that he and his party are on the wrong side of public opinion about
something, but on the morning after the election he observed that the shutdown
appeared to be hurting
the GOP more than its opponents.
To grassroots liberals, Tuesday’s thumping read like a
public vote of confidence in their party’s tactics and a desire for Senate
Democrats to press on and not blink until Republicans did something
constructive about affordability (for
once!) by caving on Obamacare. A looming crisis at American
airports in which understaffed air-traffic controllers
and TSA screeners would somehow have to cope with the crush of Thanksgiving
travel looked set to drive the president’s declining
job approval lower and put more pressure on him to
surrender. The wind was at Democrats’ backs.
And now they’ve thrown in the towel not even a week
later, snatching defeat
from the jaws of victory—by accepting an offer that’s been
on the table for weeks, to boot.
To make matters worse, as Andrew
Egger notes today at The Bulwark, they appear
to have been cowed by Trump’s own brinkmanship. Firing
federal bureaucrats, refusing
to pay SNAP benefits, canceling
flights, even calling on Senate Republicans to
end the filibuster: The president played hardball too, believing that
Democrats would eventually cry “uncle” if he threatened their political
leverage in the upper chamber and made the shutdown more economically painful
for Americans than it needed to be.
He was right. It was a test of nerve and a critical mass
of Democrats ended up blinking. The supposed “concession” they got from the
White House about restoring back pay for furloughed workers wasn’t even a real
concession, Egger points out, since federal law already requires that.
It’s unlikely that Trump and Senate Republicans ever
would have capitulated forthrightly to Schumer and his conference, partly
because they wouldn’t want to encourage future hostage-taking and partly
because “weakness” toward Democrats is one thing that feral right-wing
populists can’t abide in their heroes. But the president is clearly spooked by
how successful his opponents’ “affordability” message was at the polls last
week and is suddenly throwing all sorts of dopey ideas at the wall to address the subject belatedly. Not letting
Obamacare subsidies lapse is surely a more urgent priority for him than it was
a week ago.
So, had the crisis dragged on much longer, one could have
imagined him conniving with Senate Republicans to assure Schumer privately that
he’ll have enough GOP votes to extend Obamacare subsidies if he agrees to
reopen the government first. Trump has taken enough of a beating from this
episode that he may have been willing to let Democrats win in the end—so long
as he didn’t have to formally surrender.
Which is sort of what ended up happening, ironically.
Trump didn’t surrender. And Democrats won.
Democrats did win.
It sure feels like a win that the worst-case
scenario for liberals at this point is that millions of people lose their
Obamacare subsidies and Republicans end up wearing that massive albatross for
the next year. Voters just spent five weeks having it drummed into their heads
that Democrats want to make health care more affordable and that Trump’s GOP
intends to fight them every step of the way, and those voters have a clear side in that
dispute.
That’s a pretty good position for the out-party to be in
ahead of an election that’s shaping up to be about the cost of living, no?
The eight Democratic defectors also figured out a way to
keep the issue front and center for a while. Next month’s Senate vote on
extending Obamacare subsidies is another win-win for liberals—either
Republicans will defeat the bill, further antagonizing affordability-minded
voters, or the GOP will hand Schumer a total victory by belatedly agreeing to a
compromise on funding the subsidies, no doubt at the president’s behest.
Trump doesn’t want this issue spoiling his chances of
governing like an autocrat for the second half of his term, which is what will
happen if the House flips. And, unlike the so-called fiscal conservatives in
the congressional GOP, he cares nothing about the price tag of extending the
subsidies. He’ll want to make some sort of deal on this before the midterms and
there’ll be plenty of infighting on the right about it when he tries, to
liberals’ great amusement.
But even if that deal fails to come together before the
Senate votes on subsidies next month, Democrats still have an ace in their
hand. Because funding under the new compromise bill will run out on January 30,
we could potentially see another shutdown over Obamacare early next
year. And the economic circumstances then might favor liberals more strongly
than they do now: Imagine how desperate Trump will be to make big, splashy
gestures to address the cost of living if inflation remains elevated or GDP
turns negative next quarter.
Either Democrats get what they want on policy eventually,
or they get a potent talking point that helps them rebrand as the
“affordability” party—and, in any case, they get a do-over on this fight
in less than three months if they want it. Their odds of retaking one or both
houses of Congress next year are obviously higher now than before they
instigated the shutdown. It’s hard to see that as a loss.
It would have been better if they had held out
indefinitely and dared Senate Republicans to nuke the filibuster to reopen the
government, an angry liberal might
say at this point. Would it, though?
There are ways in which a filibuster-less Senate might
have worked to Democrats’ immediate advantage. They wouldn’t have had to supply
any votes to end the shutdown, for instance, sparing themselves the wrath of
their base for “caving.” Ending the filibuster probably would have been
unpopular with the public too, further damaging Trump and the GOP. And there
are enough pro-filibuster Republicans in the Senate that getting them to switch
on the issue might have required some ugly-even-for-him pressure tactics by the
president, dividing the right.
It also would have left John Thune and Senate Republicans
with
no one to scapegoat the next time the president
demands that they codify some inane idea he’s had, like unilateral executive
tariff power. As long as the filibuster exists, Thune knows he and his
conference can’t be blamed for why Trump’s worst proposals can’t be enacted. But
the moment it’s gone: uh oh.
“Dare ‘em to nuke it” is an awfully big strategic
gamble for Democrats to take, though, arguably existential for America.
Blocking government funding indefinitely and daring
Republicans to unblock it by eliminating the filibuster would have wagered the
future of the country on the congressional GOP’s willingness to defy Donald
Trump, which is as bad a bet in politics as I can imagine. As the economic pain
from the shutdown rose and the president’s bellowing about ending the
filibuster grew louder, the right-wing base would have turned its rhetorical
guns on Thune’s conference to end the Democratic hostage crisis by going nuclear
and reopening the government. How confident are you that the lily-livered
quislings of the Senate would have held out?
Maybe Thune would have convinced Trump to accept a
“carve-out” to the filibuster instead of full repeal, keeping the 60-vote
threshold for cloture in place except for government funding bills. But if
instead Republicans ended up going
full Duma by rescinding the filibuster entirely, the
procedural path would be clear for the worst parts of the MAGA agenda to become
statutory law. And as we’re being reminded right now by the debate over
Obamacare, repealing statutory law is much easier said than done.
The other problem with daring ‘em to nuke it is that
reopening the government on a party-line vote without any Republican
concessions would have deprived Senate Democrats of next month’s vote on
Obamacare subsidies and of their next shutdown opportunity on January 30. That
might have successfully short-circuited the debate over health care in the near
term, or overshadowed it with a new public debate about the pros and cons of
the filibuster. If the point of all this was to either fund the subsidies or keep
the issue in the public spotlight for as long as possible, a standoff that
ended with the GOP going nuclear was arguably the worst outcome for Democrats.
And of course, there’s no guarantee that the public would
have remained on the left’s side of this standoff had it dragged on for many
more weeks. If holiday air travel had become an unholy mess, with the president
attacking Democrats for spoiling Thanksgiving while Schumer et al. stuck their
fingers in their ears and said “no Christmas until we get our money,” would
voters have remained sympathetic to liberals’ hardball tactics?
Democrats ended up with a clear political win and may yet
end up with a clear policy win as pressure rises on Trump to rebuild his
inch-thin credibility on kitchen-table issues by doing something about
subsidies. That’s not bad for a shutdown, a tactic heretofore notorious for
never accomplishing anything.
Trump envy.
I don’t think leftists are primarily angry today because
their leadership failed to restore Obamacare funding, though. That was always a
long shot.
They’re angry because this standoff was a tacit
experiment to see how ruthless their leadership is willing to be in a moment of
civic desperation, and the result was “still not as ruthless as Trump.”
Democrats were ruthless enough to take the government
hostage as leverage for a policy demand, the first time they’ve done so in the
Tea Party era. And they were ruthless enough to hold that hostage for more than
a month, surprising
even the White House with their resolve. But the eight defectors, at least,
plainly weren’t as ruthless as the president about letting the shutdown visit
sustained financial hardship on Americans caught in the middle. Nor were they
as procedurally ruthless as him, preferring to capitulate and avert a showdown
over the filibuster rather than join their “dare ‘em to nuke it” colleagues.
Contrary to popular belief, Trump doesn’t have a
limitless tolerance for political pain. During his first term he caved on separating
immigrant families, then caved again on demanding funding
for the border wall during the 2018 government
shutdown. Earlier this year he slapped tariffs on most of the world on
“Liberation Day” before hurriedly pausing
those tariffs a week later when markets grew
uncomfortably wobbly. That’s why I think there’s a chance he would have
brokered a deal on subsidies had Democrats let the shutdown go on—Trump does
respond at times to public opinion.
But he’s also far more willing than the average
politician to harm institutions and the constituents they serve for the sake of
strengthening his hand politically, as 700 or so editions of this newsletter
have hopefully demonstrated. That’s what this shutdown was about for liberals
who demanded that their leaders “fight” until the subsidies were funded or the
filibuster was nuked. They wanted to see Democrats evince the same
uncompromising ruthlessness toward achieving his goals that the president routinely
demonstrates.
Instead, eight of them choked, unnerved by the prospect
of a Senate GOP unbound by the 60-vote rule and by what months without SNAP
benefits would do to poor American families.
Are you willing to bust norms and cause suffering to gain power and move your agenda? The right has given a very clear answer to that question and was rewarded with control of all three branches of government for it. The left’s answer is not as clear, and it languishes for the moment in near-irrelevance. And so the last month seems like a loss to progressives even though, by any measure, it’s the most successful shutdown in American history: Having convinced themselves that it’ll take ruthlessness to beat ruthlessness, they’ve discovered that their leaders don’t quite have Trump’s stomach for it. Yet.
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