in the swing of things - resolution foundation...away from trump, even after controlling for other...
TRANSCRIPT
Intheswingofthings
What does Donald Trump’s victory tell us about America?
StephenClarke&DanTomlinson
November2016
@Stephenlclarke/@Dan_Tomlinson_/@resfoundation
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“IT’SNOTTHEECONOMY,STUPID"REALLY?
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Incomewasnotastrongpredictorofanindividual'svote......leadingsometosayeconomicsdidn’tmatter
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Source: 2016 Presidential election exit poll, The Daily Record, LSE Blog
Butwhileotherfactorswereclearlyveryimportant...
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Source: 2016 Presidential election exit poll
…differentialswingtowardstheRepublicansamonglowandmiddleincomevoterssuggeststhatwritingofftheeconomyispremature
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Source: 2016 Presidential election exit poll
ADEEPERDIVEINTOTHEIMPORTANCEOFPLACE
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InanalysingtheswingtowardstheRepublicans,geographymatters
• Post-electionanalysishashighlightedtheimportanceofdemographic,economicandculturalfactors
• Inthisnote,weconsiderwhydifferentpartsofAmericavotedastheydid.Welookacross93percent(2,932of3,143)ofUScountiesspreadacross46statesincludingthe11battlegroundstates
• WetestthestrengthoftherelationshipbetweentherelativechangeintheRepublicanmarginofvictory(ordefeat)andvariouseconomic,demographicandculturalfactors,whileholdingallelseconstant(usingaseriesofregressionmodels)
• WeexploreeconomicfactorsinSection1;adddemographicfactorsintotheanalysisinSection2;andbringinculturalissuesinSection3
• Section4looksatthedifferencesbetweenDonaldTrump’svictoryandtheLeavevoteinBritain’sEUreferendum
• Section5includesafulldescriptionoftheregressionresults7
Afewimportantreminders
• Don'tforgetthebaggage–thiswasnotaone-offBrexitstylereferendum,butratherthelatestinalonglineoftwo-partycontestsaftereightyearsofaDemocratpresidency
• Thiswasclose–HilaryClintonwonthepopularvoteandDonaldTrumpwonPennsylvania,Wisconsin,andMichigan(thestatesthatgothimoverthewinningline)byaround100,000votes(outofatotalofover120millionvotescast)
• ThiswasasmuchaboutHilaryClintonasaboutDonaldTrump–that’swhywe'remeasuringrelativeimprovementinRepublicanvoteshare
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1.THEECONOMYDIDPLAYAROLE
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AreaswithlowerlevelsofhouseholdincomeswungmoretowardsTrumpthanricherareas
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Source: Leip, David. Dave Leip's Atlas of U.S. Presidential Elections. http://uselectionatlas.org (15/11/16); ACS, US Census Bureau Notes: Each dot represents 300 counties. Scatter plot adjusts for a range of economic indicators (labour force participation, employment in manufacturing, share of rural area in county).
Areaswithhighersharesofworkersinthe
manufacturingsectoralsorecordedbiggerswingsto
Trump
Asdidthosewithlowerlabourforceparticipation
rates
Butshort-runeconomicchangeshadlittleeffectontheswingtowardstheRepublicans:thisisnotaboutrecenteconomicperformance
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Source: Leip, David. Dave Leip's Atlas of U.S. Presidential Elections. http://uselectionatlas.org (15/11/16); ACS, US Census Bureau Notes: Each dot represents a county. .
Therewasnorelationshipbetweenchangeinlabour
forceparticipationrateandswingtowardsTrump.For
example,SussexCountyandBuckinghamCounty,near-neighbours,recordedthe
sameswingtotheRepublicansdespitewildlydifferentrecenteconomic
experiences
Similarly,therewasnorelationshipbetweenchangeinshareofpeopleemployed
inmanufacturingandRepublicanswing
2.BUTIT’SALSODEMOGRAPHICS
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TherewasaswingtoTrumpinareaswithlargerwhitepopulations(althoughwithlotsofexceptions)
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Source: Leip, David. Dave Leip's Atlas of U.S. Presidential Elections. http://uselectionatlas.org (15/11/16); ACS, US Census Bureau Notes: Each dot represents a county.
BiggestswingawayfromTrumpwasinUtahCounty–84percentwhite(and88percent
Mormon)
ManyplaceswithasmallshareofwhitesswungtowardsTrump,
butstillvotedDemocrat.Forexample,RoletteCounty(77percentNativeAmerican)sawa26
percentagepointincreaseinRepublicanvoteshare.
Infact,allcountieswith
populationlessthan20percentwhitevotedDemocrat;halfof
thosecountiesareinRepublicanvotingTexas
ButbiggerswingsawayfromtheRepublicansinareaswithhighersharesofpeoplebornoutsideoftheUS
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CountieslikeSantaClaraswungtotheDemocrats–butdidn’thelpClintonin
theelectoralcollege
Miami-DadeCountyalsoswungtotheDemocrats,
buckingthetrendinFloridawhere80percentof
counties(e.g.HernandoCounty)swungtothe
Republicans
Areaswithhighersharesofpeople60yearsandolderwerealsomorelikelytovoteforDonaldTrumpSource: Leip, David. Dave Leip's Atlas of U.S. Presidential Elections. http://uselectionatlas.org (15/11/16); ACS, US Census Bureau
Notes: Each dot represents a county. This includes naturalised and non-naturalised US citizens
Thedriversofdemographicdifferenceswillbecomplexandvaried,butworthnotingdifferingviewsonthehealthoftheAmericaneconomybyrace
15 Source: Pew Research Centre. Polling carried out June 15-26 2016
3.EDUCATION,EDUCATION,EDUCATION
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Areaswithhighersharesofpeoplewithonlyahighschooleducation–capturingbotheconomicandculturaltrends–swungtowardstheRepublicans
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Source: Leip, David. Dave Leip's Atlas of U.S. Presidential Elections. http://uselectionatlas.org (15/11/16); ACS, US Census Bureau Each dot represents 300 counties. Scatter plot adjusts for a range of indicators (labour force participation, employment in manufacturing, share of rural area in county, race and share of population foreign-born).
ThestrongestpredictorofhowmuchacountyswungtowardstheRepublicansis
theshareofpeoplewithonlyahighschool
education
Itissuchapowerfulpredictorthatitsinclusionintheanalysismeansthatlabourforceparticipation
becomestheonlyeconomicindicatorwhichstillhasaseparateeffect
onswinginthebattlegroundstates
Educationappearstoexplainmorethantheeconomicvariables,butitiscloselylinkedtothestrengthofthelocaleconomy
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Countieswithhigherannualhouseholdincome
tendtohaveahighershareofthepopulation
withabachelor’sdegreeorhigher
Assuch,includinganeducationvariableinthe
analysisofthevotereducestheexplanatory
poweroftheincomemeasure
Source: Leip, David. Dave Leip's Atlas of U.S. Presidential Elections. http://uselectionatlas.org (15/11/16); ACS, US Census Bureau Notes: Each dot represents a county.
Theexplanatorypoweroftheeducationvariableisstrongestinareaswithlargerwhitepopulations
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Inthebattlegroundstates,theswingtowardsTrumpwasgreaterincountieswithbothahighshareofwhiteresidentsandahighshareofpeoplewithonlyahighschooleducation
TheswingtowardsTrumpwasover20pptsincountieswhere70-75percentofthepopulationiswhiteandhasonlyahighschooleducation
Bycontrasteducationallevelshadnoeffectincountieswhereonly25percentofresidentsarewhite.ThoughtheseareasstillswungtowardsTrump
Source: Leip, David. Dave Leip's Atlas of U.S. Presidential Elections. http://uselectionatlas.org (15/11/16); ACS, US Census Bureau
Evenaftercontrollingforallthesefactors,statelevelfactorsplayedabigpartinhowcountiesvoted
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HoldingallelseconstantHawaiirecordedthebiggestswing
towardsTrump(Obamalikelyhadbirthstateadvantagethere)
NorthDakotaalsoswungstronglytoTrump(possibly
relatedtoitsoilindustry)
UtahrecordedthebiggestswingawayfromtheRepublicans
(Romney’sMormonadvantagefading)
36of46states(78%)testedswungawayfromthe
Republicansoncewecontrolforeconomicanddemographicdifferencesbetweenstates
Source: Leip, David. Dave Leip's Atlas of U.S. Presidential Elections. http://uselectionatlas.org (15/11/16); ACS, US Census Bureau Notes: These are the percentage point swings after controlling for the economic and demographic factors we tested in our regression model. Swings are relative to the state where the swing was smallest which was Colorado
4.PARTOFAWIDERSTORY?Assessingthesimilaritiesanddifferencesbetweenthe
USPresidentialelectionandtheEUReferendumintheUK
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DonaldTrumpEconomyPoorerareasswungtowardsTrumpAreaswithlowerlabourforceparticipationratesmorelikelytoswingtoTrumpButrecentchangesineconomydidn’taffectthevoteEducationCountieswithahighershareofpeoplewithonlyahighschooleducationtendedtoswingtowardsTrump–thesinglemostimportantvariableDemographicsCountieswithahighershareofthose60andovertendedtoswingtowardstheRepublicans
Brexit*EconomyPoorerareasmorelikelytovoteforBrexitAreaswithloweremploymentratesmorelikelytovoteforBrexitRecentchangeinincomedidn’taffectlikelihoodofvoteforBrexitEducationAreaswithahighershareofpeoplewithdegreeslesslikelytovoteforBrexit–thesinglemostimportantvariableDemographicsAreaswithahighershareofolderresidentsmorelikelytovoteforBrexit
ü ü ü
TherearesimilaritiesbetweentheswingtowardsDonaldTrumpandthevotetoleavetheEuropeanUnion…
*For detail on the drivers of the vote to leave the European Union see S. Clarke and M. Whittaker, The importance of place, Resolution Foundation
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DonaldTrumpEconomyPoorerareasswungtowardsTrumpAreaswithlowerlabourforceparticipationratesmorelikelytoswingtoTrumpButrecentchangesineconomydidn’taffectthevoteEducationCountieswithahighershareofpeoplewithonlyahighschooleducationtendedtoswingtowardsTrump–thesinglemostimportantvariableDemographicsCountieswithahighershareofthose60andovertendedtoswingtowardstheRepublicansRaceAreaswithahighershareofblackresidentsweremuchmorelikelytoswingawayfromTrump,evenaftercontrollingforotherdifferencesTurnoutTurnoutinthepresidentialelectionisestimatedat58.1percent,downfrom58.6percentin2012and61.6percentin2008–thiswasnotanenthusiasticvoteNationalityandmigrationAreaswithahighershareofnon-USborncitizenstendedtoswingawayfromtheRepublicans
Brexit*EconomyPoorerareasmorelikelytovoteforBrexitAreaswithloweremploymentratesmorelikelytovoteforBrexitRecentchangeinincomedidn’taffectlikelihoodofvoteforBrexitEducationAreaswithahighershareofpeoplewithdegreeslesslikelytovoteforBrexit–thesinglemostimportantvariableDemographicsAreaswithahighershareofolderresidentsmorelikelytovoteforBrexit
RaceEthnicminoritieswerenomorelikelytovotetoRemainonceyoucontrolledforotherpersonalcharacteristicsTurnoutTurnoutintheEUreferendumwas72.2percent,comparedto66.4percentinthe2015GeneralElection–thiswasanenthusiasticvote
NationalityandmigrationTherewasnorelationshipbetweentheshareofnon-UKbornpeopleinanareaandthevoteforBrexit,althoughareasthatsawalargerecentincreaseinimmigrationtendedtovoteforBrexit
ü
û
ü ü
û û
…butthereareimportantdifferencestoo
*For detail on the drivers of the vote to leave the European Union see S. Clarke and M. Whittaker, The importance of place, Resolution Foundation
5.FULLREGRESSIONRESULTS
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Ourregressionmodels
• Weconstructsixregressionmodels.IneachourdependentvariableistherelativeimprovementintheRepublicanmarginofvictory(ordefeat)comparedtothe2012presidentialelectionmeasuredatthecountylevel.
• WetesttherelationshipbetweentheswingtowardstheRepublicansandvariouseconomic,demographicandeducationalvariables.
• Thefirstmodelincludeseconomicvariables(inbothlevel*andchange**),thesecondintroducesdemographicvariablesandthethirdintroducesoureducationalvariable.Allthreemodelsarerunwithacontrolfortheshareofthecountythatisclassifiedasruralandwithstatedummies.Wealsoclusterstandarderrorsbycounty.Statedummiescontrolforunobservabledifferencesbetweenstatesandtheclusteredstandarderrorsaddressthecollinearityofcountyresultswithinastate.
• Thefourthmodelanalysesthebattlegroundstates.
• Modelsfiveandsixintroduceaninteractivetermbetweentheshareofwhiteresidentsandtheshareofresidentswithonlyahighschooleducation,firstacrossallstates(modelfive)andthenacrossthebattlegroundstates(modelsix)
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*Variablesinlevelsareaveragestakenbetween2010and2014
producedbytheACS.
**Changevariablesmeasurethechangebetween2006-2010and
2010-2014.Theythereforereflectshort-runchanges.
Regressionresults:models1&2(economics&demographics)
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Themajorityofchangevariableshavenoeffect.Theoneexceptionisthatinmodels1and2,changesinhouseholdincomeinanareaareassociatedwithaswingtowardsTrump.ThisisprimarilydrivenbytraditionallyRepublicanareas(forexample,22ofthetop50countiesrankedintermsofrecentincome
growthareinNorthDakota)
Alleconomiclevelsvariableshaveaneffect,asdoestheshareofthepopulationthatisforeignborn
1 2 3 4 5 6
Economics Demographics Education Battleground InteractionBattlegroundinteraction
Rural 0.0805*** 0.0599***
Medianannualhousholdincome -0.0727*** -0.0800**
Changeinmedianincome 0.0505** 0.0554***
Shareofemploymentinmanufacturing 0.267*** 0.261***
Changeinshareofemploymentinmanufacturing -0.00432 -0.000189
Labourforceparticipationrate -0.303*** -0.233***
Changeinlabourforceparticipationrate 0.0252 0.0296
Shareofpopulationthatisforeignborn -0.327***
Changeinshareofforeignbornpopulation 0.000455
Shareofpopulationthatis60andover 0.0181
Shareofpopulationthatiswhite 0.0185
Shareofpopulationwithahighschooleducationorless
Interactionbetweenhighschooleducatedandwhitepopulation
Constant 0.992*** 1.041***
Observations 2,932 2,918R-squared 0.628 0.648
Economicvariables *significantatthe10%levelDemographicvariables **signficantatthe5%levelEducationvariable ***sigificantatthe1%level
Models
Regressionresults:models3&4(addingeducationandbattlegroundfocus)
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ThevariablewiththegreatestimpactontheRepublicanswingwasthe
shareofresidentsinacountywithahighschooleducationorless.A1per
centincreaseinthisshareisrelatedtoa0.44percentagepointincreasein
theswingtowardsTrump
Whenthisvariableisincluded,almostalleconomicvariables(asidefrom
labourforceparticipation,inbattlegroundstates)losetheir
significance
Demographicvariables(thoughnottheshareofpopulationthatisforeignborn)becomemoresignificantwhen
educationvariableincluded
1 2 3 4 5 6
Economics Demographics Education Battleground InteractionBattlegroundinteraction
Rural 0.0805*** 0.0599*** 0.00959 -0.00143
Medianannualhousholdincome -0.0727*** -0.0800** 0.00180 0.0219
Changeinmedianincome 0.0505** 0.0554*** 0.0277 0.0529
Shareofemploymentinmanufacturing 0.267*** 0.261*** 0.0688 0.0142
Changeinshareofemploymentinmanufacturing -0.00432 -0.000189 0.000126 0.00348
Labourforceparticipationrate -0.303*** -0.233*** -0.105 -0.210**
Changeinlabourforceparticipationrate 0.0252 0.0296 0.00958 0.0289
Shareofpopulationthatisforeignborn -0.327*** -0.412*** -0.355*
Changeinshareofforeignbornpopulation 0.000455 0.00004 0.00178
Shareofpopulationthatis60andover 0.0181 0.116* 0.176**
Shareofpopulationthatiswhite 0.0185 0.0431 0.0702*
Shareofpopulationwithahighschooleducationorless 0.440*** 0.478***
Interactionbetweenhighschooleducatedandwhitepopulation
Constant 0.992*** 1.041*** -0.0872 -0.282
Observations 2,932 2,918 2,918 775R-squared 0.628 0.648 0.699 0.680
Economicvariables *significantatthe10%levelDemographicvariables **signficantatthe5%levelEducationvariable ***sigificantatthe1%level
Models
Regressionresults:models5&6(addinganinteractionterm)
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Thepositivecoefficientsontheinteractionterm(0.402and0.912)
indicatethatastheshareofthewhitepopulationinacounty
increasessodoestheeffectoftheshareofpeoplewithonlyahigh
schooleducation
Inshort,countieswithahighshareofwhiteresidentswithonlyahighschooleducationswungheavily
towardstheRepublicans
1 2 3 4 5 6
Economics Demographics Education Battleground InteractionBattlegroundinteraction
Rural 0.0805*** 0.0599*** 0.00959 -0.00143 0.00964 0.00652
Medianannualhousholdincome -0.0727*** -0.0800** 0.00180 0.0219 0.00113 0.0226
Changeinmedianincome 0.0505** 0.0554*** 0.0277 0.0529 0.0289 0.0312
Shareofemploymentinmanufacturing 0.267*** 0.261*** 0.0688 0.0142 0.0654 0.0142
Changeinshareofemploymentinmanufacturing -0.00432 -0.000189 0.000126 0.00348 0.00171 0.00643
Labourforceparticipationrate -0.303*** -0.233*** -0.105 -0.210** -0.108 -0.205**
Changeinlabourforceparticipationrate 0.0252 0.0296 0.00958 0.0289 0.00904 0.0233
Shareofpopulationthatisforeignborn -0.327*** -0.412*** -0.355* -0.437*** -0.410**
Changeinshareofforeignbornpopulation 0.000455 0.00004 0.00178 0.000308 0.00113
Shareofpopulationthatis60andover 0.0181 0.116* 0.176** 0.124* 0.200**
Shareofpopulationthatiswhite 0.0185 0.0431 0.0702* -0.179* -0.416***
Shareofpopulationwithahighschooleducationorless 0.440*** 0.478*** 0.135 -0.255
Interactionbetweenhighschooleducatedandwhitepopulation 0.402** 0.912***
Constant 0.992*** 1.041*** -0.0872 -0.282 0.0931 0.0931
Observations 2,932 2,918 2,918 775 2,918 775R-squared 0.628 0.648 0.699 0.680 0.703 0.695
Economicvariables *significantatthe10%levelDemographicvariables **signficantatthe5%levelEducationvariable ***sigificantatthe1%level
Models