By Nick Catoggio
Friday, July 31, 2026
A useful way to separate the men from the boys in
punditry is to note who obsesses about political polling and who doesn’t.
Rarely will you catch Jonah Goldberg or Kevin Williamson drilling down on
survey data, and for good reason: Polls, as they say, are just snapshots in
time. Even when they’re accurate (which isn’t always, or even often), they can
change quickly. And once they do, all of the lessons they supposedly contained
are up in smoke.
Serious thinkers don’t trifle with polls. Only the hacks
do that.
So let’s talk about polls.
Eleven days ago I wrote about a surprising
downturn in Democrats’ polling on the generic congressional ballot. In May
the party had a 7-point lead, and the two months since have been arguably the
worst of Donald Trump’s five-plus years in office—yet the Democratic margin shrank
over that period. My guess was that disaffected “soft Republicans” had begun to
drift back toward the president as their anxiety grew about socialism consuming
the left.
A fine theory. But since that newsletter was published,
despite socialist candidates continuing to gain steam even in high-profile Midwestern battlegrounds,
the GOP has lost 1.5 points on the generic ballot. Democrats now
lead by an average of 6, considerably better than where they stood on the day
the war in Iran began. The alleged “red scare” appears to be over already, or
at least on hold.
Consider it a reminder that interpreting polls is usually
a fool’s errand, especially when they involve generic candidates instead of
actual ones. But from time to time there’s a shift in the data that’s so
striking, and that does involve an honest-to-God real politician, that
it qualifies as Real News. And so here we are again, forced to dive in.
It’s not unusual for Trump to dip below 40 percent in job
approval, but it is—or was—very unusual for him to fall as low as 35
percent. He’s done it three times in the last nine national surveys tracked by RealClearPolitics, though: 35 percent in CNN’s poll,
33 percent in the Associated Press’ survey, and 32 percent in Quinnipiac
University’s poll. “That, my friends, is the Bush line,” The Bulwark’s Sarah
Longwell said of the last of those three, referring to George W. Bush’s
catastrophic decline in support near the end of his second term.
Trump stands at 38.2 percent approval today in Nate Silver’s polling tracker versus 58.8 percent
disapproval. Not only is that the worst net rating of his second term, it’s
lower than any number he’s seen since becoming president in 2017. Yes, really:
lower than after January 6.
Some meaningful segment of his base appears to have left
him. Who is that segment?
Fox News knows who it is. Its polling arm regularly asks
Republican respondents whether they identify as “MAGA” or “non-MAGA,” and that
distinction turns out to be crucial in views of the president. In a national survey published earlier this month, approval of
Trump’s performance split 98-3 among MAGA Republicans. Among non-MAGA, it was …
51-49.
The split was even more pronounced on individual issues.
Approval of the president’s handling of the economy? It was 83-17 for MAGA,
38-62 for non-MAGA. Inflation? Try 72-26 for MAGA, 28-72 for non-MAGA. Iran?
That went 83-16 for MAGA, 37-63 for non-MAGA.
Trump isn’t on the ballot in November, of course, so none
of this matters to his electoral chances. But it does matter—a lot—to his
party’s. As CNN’s Aaron Blake noted this morning, the MAGA/non-MAGA divide is
also showing up in Fox’s polling of key Senate contests. And it’s pronounced
enough that it could tip those races to Democrats.
In Texas, Fox has Democrat James Talarico ahead of Republican
Ken Paxton by 3 points. No less than 24 percent of non-MAGA Republicans favor
Talarico. Ditto in North Carolina, where Democrat Roy Cooper leads by 9 with
help from 21 percent of non-MAGA Republicans. Democrat Josh Turek led by 4 in a
Fox poll of Iowa taken in late June thanks to support from 23 percent
of the non-MAGA right. That’s the same share of non-MAGA Republicans who backed
Democrat Jon Ossoff in a late-June Fox poll of Georgia, where he’s currently cruising toward a 13-point
landslide.
Whether the mutiny among non-MAGA Republicans will last
until November is anyone’s guess, but there is a mutiny underway, it
appears. And so we arrive at the question made famous by the philosopher Jerry
Seinfeld: Who are these people?
Reaganites and Roganites.
I’m tempted to speculate that the mutineers are “Dispatch
Republicans,” Reaganite conservatives whose tribal tether to the GOP has been
snapping, strand by strand, over the past 10 years as the weight of their
disgust at the state of the right has grown. At last, perhaps, the final
atavistic strand has broken.
But I dislike that terminology, as I choose to pretend
that everyone who reads this site was persuaded long ago to abandon the
unsalvageable postliberal freak show known as the Republican Party. More
likely, I think, is that the non-MAGA wing contains many *non*-Dispatch Reaganites,
the sort of partisan conservatives who spent the last decade resenting RINOs
like me for turning against Trump and the GOP—and who now, sheepishly and
belatedly, have at last begun to wonder if we had a point.
There’s circumstantial evidence for it in the Fox data. I
would have guessed that the share of self-described “conservatives” supporting
Democrats for Senate in Texas and North Carolina would be almost as tiny as the
share of MAGA Republicans who do so. But I would have been wrong: 18 percent of
conservatives prefer Talarico and 21 percent prefer Cooper, which in both cases
closely resembles the share of non-MAGA Republicans who (for now) intend to
cross the aisle this fall. It ain’t just the RINOs who are tilting Democratic
this time.
GOP operatives are worried about it too. Internal data
shared with the Washington Post last week revealed a “lack of
enthusiasm [that’s] reaching deep into Republicans’ loyal base, spreading to
the party’s most consistent voters—who have shown up to vote in all of the past
four primaries and general elections.” One director of an outside right-wing
group estimated that around 1 in 5 “reliable Republican base voters” in
battleground states are considering staying home in November or voting for a
Democrat. Which, coincidentally, is right in line with the “non-MAGA
Republican” share that’s defecting in Fox’s polling.
So it seems that a sizable share of conservatives is
disgruntled. But what sort of Republican is still describing themselves as
“conservative” in 2026?
I’m sure there are some Reaganites in that cohort who
have finally reached their breaking point after feeling pressured to make
embarrassingly untenable excuses for Trump every day since 2016. Belief in his
greatness on the right has always had an uncanny “emperor’s new clothes” aspect
to it: No one wants to step out of line by admitting that he’s naked, but once
someone does—and many people are doing so now, per the polling—then the quieter
doubters at last find their voices.
Not all self-identified “conservatives” are Reaganites,
though. Members of Tucker Carlson’s postliberal anti-war faction would also
describe themselves that way (more so than “liberal” or “moderate,” anyway), I
expect, yet many have presumably begun to reject the “MAGA” label to protest the president’s betrayal
in attacking Iran. They’re in the mix here too, perhaps favoring figures like
Talarico and Cooper because they want a Senate next year that will be more
likely to end aid to Israel.
And forget Reaganites: What about Roganites?
One of Trump’s core constituencies in 2024 was the Joe
Rogan demographic: young men who aren’t staunchly ideological but who shared
populist suspicions about the political establishment, resented what Biden-era
inflation did to their quality of life, and despised the “woke” pieties that
leftists are forever demanding that they swallow. Many of them voted Republican
in the last election, and some surely identify as “conservative” now because of
their animosity toward the progressive cultural agenda.
But that doesn’t mean they’re MAGA. My sense of them is
that they don’t worship Trump, aren’t hell-bent on cleansing America of
immigrants, aren’t enthused about White House warmongering, and haven’t written
off voting Democratic ever again. They thought the president was the better
option in 2024, but in 2026 they might think differently. (And might be adjusting their media diet for similar reasons.) They’re
“non-MAGA Republicans” too—or at least a considerable chunk of them are.
Rounding things off are Hispanics, another group with
whom the president famously overperformed the last time he was on the ballot. A
Republican vowing to bring down prices and impose “law and order” sounded good
to many members of a mostly working-class and culturally conservative
demographic like Latinos. So they took a chance on Trump—and got continued
inflation, tariffs that made life more expensive, and an ICE crackdown enabled by racial profiling that’s gone way beyond
targeting violent criminals and started affecting Hispanic-owned businesses.
Plenty of Hispanics who voted to reelect the president
still identify as Republican and conservative, no doubt. But if they thought of
themselves as “MAGA” before, boy, they sure don’t anymore. Like the Roganites, they’re back to being free
agents this cycle, as Talarico might tell you.
So much for the various strains of non-MAGA
Republicanism. As for why they’ve collectively begun turning against Trump and
the GOP, there’s one glaringly obvious reason and one more debatable one.
War and corruption.
At the risk of ignoring my own advice about not
overinterpreting poll data: It’s the war, stupid.
Trump has lost control of events in Iran, to the point
that the Iranians are now initiating exchanges of fire instead of waiting to respond
to new U.S. attacks. The president promised Americans a four- to six-week
conflict, and failed. Then, last month, he trumpeted a peace agreement that
would supposedly end the war and reopen the Strait of Hormuz—and that failed
too, almost before the ink was dry. Fighting has resumed and there’s no
apparent way out.
The Pentagon is burning through its supply of defensive weapons, imperiling
U.S. power projection in other theaters. Trump’s team can’t agree on a strategy, unwilling to absorb the mass
casualties and political pain of a ground invasion and unable to forcibly
reopen the strait through other means. We might be approaching the point where
conceding Iranian dominion over Hormuz and acquiescing
to the Islamic Republic’s extortionate “toll” scheme is the least costly
option available to the White House, however catastrophic it might be for
American prestige.
It’s a fiasco, easily the biggest policy blunder in
either of Trump’s terms in office. And practically every voter in America, left
or right, understands that it’s hurting their personal bottom line by driving
up gas prices and inflation more broadly.
Only a MAGA fanatic could look past all of that and
maintain confidence in the president, and non-MAGA Republicans by definition
aren’t fanatics. So it can’t be a coincidence that his job approval began
tanking and his disapproval took off a week or so after he declared the peace deal “over.” The Iran albatross is
weighing him down. The heavier it gets, the lower his numbers will sink.
That’s the obvious explanation for the non-MAGA
Republican mutiny. The more debatable theory is that Trump’s corruption has at
last grown so promiscuous and degenerate that even elements of the lowly
American right have begun to feel sick about it.
I’m inclined to dismiss that theory, having been
conditioned by the last 10 years to believe there’s literally no behavior so
diseased that Republicans won’t overlook or excuse it to preserve a partisan
advantage. As I write this, for instance, major newspapers are running stories
about GOP Rep. Max Miller having allegedly abused his wife and their 2-year-old child; his now ex-wife
happens to be the daughter of Sen. Bernie Moreno, another Republican. Not only
hasn’t the party mobilized to demand Miller’s withdrawal from the race, though,
as Democrats
did with Graham Platner, Moreno himself hasn’t done it.
In an alternate
morality like postliberalism, the only sin is weakening the movement’s hold
on power. What Miller is accused of doing isn’t sinful; calling public
attention to it and seeding disunion on the right by challenging him on it
would be.
It’s hard to believe that any element of a party that
functions that way could reach a moral breaking point over the president’s
misconduct. Yet, just as not every “conservative” is a Reaganite, not every
Republican is a postliberal. I concede the possibility that the “soft”
situational Trump supporters of the non-MAGA cohort—Roganites, Hispanics,
possibly a few partisan conservatives who still retain a modicum of conscience
after 10 years of disuse—have reached their limit.
The breaking point.
There’s evidence for this too. An Echelon Insights survey published this month found that,
when Americans were asked what the biggest issue facing the country is,
“political corruption” was the most common answer apart from the cost of
living. When respondents were invited to elaborate, a plurality named corruption
related to Trump or his administration as what they had in mind.
I suspect the obscene
“cash for MAGA criminals” slush fund that the president and acting Attorney
General Todd Blanche cooked up is the prime driver of the backlash, as it drew
more media attention than most Trump scandals and continues to make headlines today. But there must be a
“straw that broke the camel’s back” element to that: News of the president’s
corruption is now so common, multifarious, and gory in its details that you can
open up virtually any major non-populist news site and find some astonishing
story of malfeasance to gawk at.
For instance: On Wednesday, MS Now published a report about the Secret Service secretly
accessing former FBI director James Comey’s phone to track his location. Some
supervisors feared that doing so would be illegal without a warrant; the agency
did so anyway, resorting to emergency authority by pretending, preposterously,
that Comey was an active threat to Trump’s life. “At the time we did not
believe anyone’s life was in danger and legally it was a bad idea,” one
supervisor noted, but an unnamed “top Justice Department official” ordered the
surveillance to proceed anyway.
Certain unidentified VIPs on Air Force One were
reportedly keeping tabs on the matter, keenly interested in updates on whether
the president’s hated political enemy was being properly harassed.
If that’s not gross enough, yesterday the Wall Street Journal ran an exposé of how Trump and
his top fundraiser routinely shake down U.S. corporations for gigantic
donations—sometimes for his vanity projects, like the White House ballroom or
presidential library, sometimes for his political PACs, but rarely if ever for
anything that might help the country or his party. (“The boss wants this
money,” the fundraiser has been known to say with Corleone-esque overtones.)
“The president closely tracks who gives,” aides whispered to the paper, with
generous donors being rewarded with access to him.
One Wall Street analyst framed the ultra vires extortion
as a “Trump Transaction Tax,” observing that “we’re replacing the free market
with the market for Trump’s affections.”
As I write this on Friday, the top political story in
Washington is the president threatening to pull Blanche’s nomination to be attorney general
because of resistance from Sens. John Cornyn and Thom Tillis. (Whom this would
threaten is unclear.) As a condition of supporting Blanche, the two want
something in writing from the Justice Department that will modify the “cash for
MAGA criminals” slush fund I mentioned as well as the ludicrous deal Blanche
signed granting Trump de facto immunity for any tax cheating he
may have committed in the past.
The president won’t allow it. Forced to choose between
getting his nominee confirmed and protecting an indefensibly corrupt abuse of
power that places him beyond legal accountability for financial crimes, he’s
prioritizing corruption. Cornyn and Tillis aren’t even asking him to scrap the
arrangement altogether; they’re seeking to modify it, not repeal it. And they’re not ruling out
supporting Blanche despite his role in facilitating that abuse of power. All
they want from Trump and his deputy is a written promise that he won’t proceed with it if they vote yes.
And still, he won’t do it.
There is no public interest that he values more highly
than his venal and vindictive personal interests, and the evidence of that has
grown so overwhelming lately that even some Republican voters might be
struggling to cope.
I continue to believe that they’re fine with letting
Trump behave as corruptly as he likes, as that’s part of the unstated price of
admission in this rotten coalition. But I’m open to the idea that some
Republicans—the non-MAGA group, whose loyalty was always conditional on cheaper
groceries and who never rationalized their support with claptrap about
conservative judges—have grown embarrassed by the president being so open about
it. He’s flaunting the impunity they’ve granted him, almost daring
them to do something about it. Maybe they will.
I’ll end with the most obvious possible point, that the
last thing Democrats should do when a group like non-MAGA Republicans is
suddenly in play is nominate leftist radicals in major races. That’s the sort
of thing that might plausibly scare those voters back toward concluding that
Trumpism, for all its flaws, remains the lesser of two evils. But Democrats aren’t going to take that advice, so let’s plan on being
back here in a week or two for another hacky poll-obsessed newsletter after
Abdul El-Sayed wins the Michigan primary and the generic ballot begins to shift
right again.