Opinion | Is a Red Wave Coming for Biden’s Presidency?

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The Republican Party, you may have heard by now, has a lot of news to celebrate after last week’s elections. In Virginia, a state that President Biden won by 10 points last year, it took back the governor’s mansion, a feat it hadn’t managed in over a decade. Republicans also came within striking distance of doing the same in New Jersey, a more deeply blue state that Biden won by about 16 points. And in New York, Democrats lost ground in local races too.

What does the G.O.P.’s rebound tell us about how the electorate is changing, and what does it portend for the country’s political future in 2022 and beyond?

The thermostat strikes back

In 1995, the political scientist Christopher Wlezien developed a theory known as the thermostatic model of American politics: The idea, as Vox’s Zack Beauchamp explains, is “to think of the electorate as a person adjusting their thermostat: When the political environment gets ‘too hot’ for their liking, they turn the thermostat down. When it gets ‘too cold,’ they turn it back up.”

In practice, the thermostatic nature of public opinion means that the president’s party tends to struggle in off-year elections. Such swings have been observed for decades:

The effect occurs for two reasons, The Washington Post’s Perry Bacon Jr. explains. “First, there is often a turnout gap that favors the party that doesn’t control the White House,” he writes. “Off-year elections have much lower turnout than presidential ones, but typically more people from the party that doesn’t control the presidency are motivated to vote in opposition to whatever the incumbent president is doing.” A turnout gap was certainly in evidence last week.

The second reason for thermostatic backlash is that some voters switch from the president’s party, which also appears to have happened last week: Exit polls suggested that 5 percent of 2020 Biden voters backed Glenn Youngkin, the Republican candidate, while just 2 percent of those who voted for Donald Trump in 2020 supported Terry McAuliffe, the Democrat. “That only accounts for a few points,” Bacon notes, but given that Youngkin won by less than two percentage points, “those small shifts matter.”

[“How shocking were New Jersey and Virginia, really?”]

So why are voters cooling toward the Democrats?

As Democrats make sense of their losses, “one fact stands out as one of the easiest explanations,” The Times’s Nate Cohn wrote. “Joe Biden has lower approval ratings at this stage of his presidency than nearly any president in the era of modern polling.”

Why?

• Some argue that Biden is performing poorly because he has tacked too far left on policy. Representative Abigail Spanberger, a Virginia Democrat, told The Times: “Nobody elected him to be F.D.R., they elected him to be normal and stop the chaos.”

• Others blame a more general political-cultural gestalt: “wokeness.” “Wokeness Derailed the Democrats,” the Times columnist Maureen Dowd wrote last weekend. This line of argumentation has drawn criticism for being deliberately, even