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In this edition: Republicans get liberated from “Liberation Day,” Senate primaries get crowded, and ͏‌  ͏‌  ͏‌  ͏‌  ͏‌  ͏‌ 
 
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cloudy st. louis
cloudy pittsburgh
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April 11, 2025
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Today’s Edition
  1. Republicans move on the budget
  2. Gretchen Whitmer’s bad day
  3. St. Louis tosses out its mayor
  4. Senate primaries pile up
  5. A pro-tariff Democrat versus Trump

Also: Bad polling for Trump on trade.

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First Word

On Friday, as he prepared to launch his campaign for Congress in Indianapolis, George Hornedo told me what he didn’t stand for. The 35-year-old political strategist used to call his approach “progressive pragmatism,” a way to “move hard and fast” to force change. But he soon thought better of the term.

“We have a hell of a problem in the Democratic Party with language,” Hornedo told me. “The word progressive can turn some people off, while the word pragmatism can turn others off. So, instead, I call it ‘the winning approach.’ It doesn’t matter what faction of a party one is from. Everybody wants to win.”

Hornedo made the campaign official on Wednesday. Excellent timing: His challenge to Rep. Andre Carson fit into a story of challengers who were “trying to turn the midterms into a referendum on age and complacency,” after becoming “impatient with the status quo and frustrated with party leadership.”

Ideologically, these primary candidates are all over the place, waving around actuarial tables instead of litmus tests. They don’t quite agree on what’s wrong with party leadership. Some challengers, like California’s Nancy Pelosi challenger Saikat Chakrabarti, have said that they wouldn’t vote for Hakeem Jeffries if they got to Washington. Hornedo said that he would. His argument against Rep. Andre Carson, who is just 50 but inherited his safe seat from his late mother 17 years ago, was that he simply wasn’t visible or active enough.

“He is consistently ranked as one of the least effective members of Congress across both parties and both chambers, according to the Center for Effective Lawmaking,” Hornedo told me. His launch video fixated on Carson’s appearance at one of the first anti-DOGE rallies, zooming in on his face behind Chuck Schumer as he chanted “we will win.” Those rallies were exactly what activists demanded of their leaders. But they looked lame, and they didn’t work.

Instead of a policy fight, Democrats are facing a small rebellion over age and tactics, mostly media tactics. Age and an unwillingness to push out elderly members of Congress really has become a Democratic crisis; Jeffries noted that his party could have blocked Republicans’ budget vote on Thursday, if not for two “tragic deaths” of septuagenarians who ran in November while dying of cancer. The hubris of Democrats who want to die in their offices has created more space for all sorts of candidates, united only around one idea: Grabbing your attention.

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1

GOP moves budget after tariff mess

Evelyn Hockstein/Reuters

Republicans advanced their budget in the House this week, and cheered when the president relaxed most of his “Liberation Day” tariffs. For the second time, Trump and Senate Republicans convinced holdout conservatives that they could come up with spending cuts later.

“Now you’ve got to actually write these bills,” South Carolina Sen. Lindsey Graham told Semafor. “If this gets to be a long, drawn out and never-ending process, then everything we worried about with the big beautiful bill comes true.”

The Senate GOP’s ambitions fell far short of the House’s — where Republicans approved an amorphous $1.5 trillion spending cut, which assumes massive Medicaid savings without saying how they’ll happen. Senate Republicans directed their committees to find $4 billion of spending cuts over the next ten years. House Republicans don’t think the Senate will end up meeting their mark on cuts. Some senators actually want to go much higher than the House, but there are long memories of the party cutting back its ambitions in a crunch.

“I trust the president, but I don’t trust the Senate,” Tennessee Rep. Andy Ogles, told Semafor on Wednesday. He voted yes. Two major tests of MAGA policy — historically huge spending cuts, and tariffs designed to re-order the world economy — would have to happen later.

Read the whole story to get caught up on the Republicans’ confidence and delays. →

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2

Michigan’s governor walks into a Democratic tariff mess

Nathan Howard/Reuters

Michigan Gov. Gretchen Whitmer traveled to DC on Wednesday for what turned out to be the temporary end of most “Liberation Day” tariffs — and an Oval Office visit that backfired on her. Whitmer, who’d rescheduled an economic speech from before, to after, the tariffs came down, used it to highlight some differences with Donald Trump.

Just not too many differences.

“I don’t know how I would have enacted them differently,” Whitmer told moderator Gretchen Carlson after her morning speech. “I haven’t really thought about that. What I have thought about, though, is tariffs need to be used like a scalpel, not a hammer.”

That was in line with Whitmer’s message, that she had been and still was ready to work with Republicans to build more cars, chips, and ships in America. “Strategic reindustrialization must be a bipartisan project that spans multiple presidential administrations,” she said. Hours later, the president talked with Whitmer about investments in Michigan and the Great Lakes, and praised her as a “good person.”

Some other Democrats cringed. One presidential campaign operative compared the scene to Kamala Harris’s ill-fated 2020 primary bid; other governors who might run for president in 2028 highlighted their own criticism of Trump’s tariffs, which they made while keeping their distance from him. “Tariffs are bad outright because they lead to higher prices and destroy American manufacturing,” wrote Colorado Gov. Jared Polis on X. “Trade is inherently good because both parties emerge better off from a consensual transaction.” (Pennsylvania congressman Chris Deluzio disagrees, as you’ll see below.)

Read more about the very early primary fight. →

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3

St. Louis ousts progressive mayor

Tishaura Jones
New America/Flickr. CC BY 2.0

St. Louis voters tossed out Mayor Tishaura Jones on Tuesday, removing the city’s first black female mayor after a single term. Elected in the aftermath of 2020’s racial justice protests, Jones pledged to fight black-white economic inequality and crime. Both fell over four years, yet doing little to combat impressions that the city was unsafe, and nothing to convince Republicans that Jones could fix it.

“I don’t think Republican legislators want to give a Black woman who is also a Democrat credit for dramatically reducing crime, increasing officer pay and building out successful public safety programs,” Jones told ProPublica in February, as the GOP supermajority in Jefferson City advanced legislation to take control of the city’s police department. It became law last month.

“My opponent will inherit a city that is safer than it has been in decades,” Jones told supporters as she conceded the race to Cara Spencer, an alderwoman who beat her by a nearly 2-1 landslide in a rematch of their 2021 race. “They will inherit countless projects that I started.”

It was the latest setback for the reform movement that made gains in cities after the Black Lives Matter movement started outside St. Louis 11 years ago, with the help of liberal PACs that focused on electing progressive mayors and prosecutors. The city’s progressive circuit attorney resigned two years ago; in Pittsburgh, first-term Mayor Ed Gainey has been outraised by challenger Corey O’Connor, struggling after cycling through five police chiefs in four years.

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Mixed Signals

A doctor debates 20 anti-vaxxers, Ben Shapiro debates 25 liberals, Pete Buttigieg debates 25 conservatives. In a YouTube universe overflowing with talking heads and political rants, Jubilee Media’s chaotic, irresistible debate videos stand out. But are they healing America’s divides — or just cashing in on them?

This week, Ben and Max talk to Jubilee founder and CEO Jason Y. Lee about his ambitious mission to foster “radical empathy” through face-offs between people who rarely sit in the same room. They dive into whether even the silliest debates — flat-earthers vs. “round-earthers” — can spark something meaningful. They also discuss why the Biden White House censored parts of their video with Buttigieg and the lessons Democrats can learn for the next election.

Listen to the latest episode of Mixed Signals.

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4

Colorado Sen. Michael Bennet runs for governor

Mike Segar/Reuters

Colorado Sen. Michael Bennet launched a campaign for governor on Friday, telling voters that the state’s problems won’t be fixed by “the broken politics practiced in Washington.” Bennet’s decision will pit him against Attorney Gen. Phil Weiser, the first Democrat to announce for governor; it won’t affect power in the Senate, as if Bennet wins, he would appoint a successor for a term that ends in 2027.

If successful, Bennet will join Minnesota’s Tina Smith, Michigan’s Gary Peters, and New Hampshire’s Jeanne Shaheen in leaving Washington; Democrats also widely expect Sen. Dick Durbin, 80, not to run again next year. Democrats are not coronating candidates in these states, and looking down the calendar at primaries that, so far, focus more on youth and change than ideological clashes.

In Michigan, Democrats expect at least three more well-known candidates to join state Sen. Mallory McMorrow in the primary: Rep. Haley Stevens, former state House Speaker Joe Tate, and former Detroit and county health director Abdul El-Sayed, whose 2018 gubernatorial bid was endorsed by Bernie Sanders. In Minnesota, former Sen. Al Franken endorsed Lt. Gov. Peggy Flanagan for the seat he once held; Rep. Angie Craig will hold town halls over the recess across the state, which Democrats see as a wind-up for her own bid.

Republicans have said they’ll compete for all three open seats; they were disappointed on Monday when ex-Gov. Chris Sununu said he wouldn’t run for the Shaheen seat, clearing space for former Massachusetts Sen. Scott Brown, who they see as a weaker candidate. And on Wednesday, Texas Attorney Gen. Ken Paxton launched a primary challenge to Sen. John Cornyn, citing polling that showed him beating the four-term incumbent — though Democrats see Paxton, not Cornyn, as potentially beatable.

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5

A protectionist Democrat on what Trump did wrong

Official portrait

When the president whipped out his chart of worldwide tariffs last week, Democrats wanted their party to go to war. They didn’t know what to make of Chris Deluzio. In a short video, shared by House Democrats, the western Pennsylvania congressman defended the use of tariffs, echoing arguments he’d made in an op-ed last month: “Democrats should embrace tariffs as one component of a broader industrial strategy to revitalize American manufacturing and make whole communities that have been hollowed out by decades of bad trade policy.”

Deluzio, who ran well ahead of Kamala Harris in his seat last year, had gotten the party’s attention — a progressive veteran who managed to win Republican votes. Was he telling the party to get closer to Trump? Well, no. He was worried that the president’s capriciousness was going to discredit a tool he wanted Democrats to use.

“Look, I spent some time this past weekend talking to some folks in labor, and I think even there, there is just a pretty broad recognition of this as reckless and crazy,” he said in an interview. “The other part of this is the CEO crowd. It’s been pretty friendly to the president. What those guys are saying is: How the heck are we supposed to plan around this?”

Keep reading for the full interview. →

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On the Bus
A graphic with a map of the United States and an image of the Statue of Liberty

Polls

The president’s worst approval ratings in his second term have come from this pollster, which had underrated his strength in 2024. But it’s found the same trend that every national survey has: Steady support for Trump’s overall border policies, and historically weak support for his management of the economy. Conducted mostly after “Liberation Day,” it has one in nine Republicans disapproving of his trade policies, along with two-fifths of independents. Most pollsters have stopped asking about inflation — for Joe Biden, there was often a small gap between anger at that and the separate “economy” question — but trade is his weakest issue now, linked closely to views of the economy. On Election Day, voters told exit pollsters that they trusted Trump more than Kamala Harris to handle it by 8 points. Democrats haven’t regained their credibility, but Trump has lost some of his.

Wisconsin Democrats bet that Musk’s intervention in the state supreme court race would backfire, citing their own polling, which found him to be incredibly unpopular with their most likely voters. It paid off last week, and the first public post-game polling suggests that Musk hurt Republicans by airlifting money — in ad buys and gigantic novelty checks — into the state. Just one in four Wisconsin voters approved of Musk’s cash giveaway, and less than a third approved of the ad spending from his PAC, the most any single organization has ever spent on a court race. A small share of voters who supported Donald Trump in November ended up voting for Susan Crawford, the Democratic judicial nominee. That suggests that a Republican worry was right: Their campaign to excite MAGA voters was hurt by Musk making the final weeks of the election about DOGE and himself.

This poll’s a bit of an artifact now — the last one in the field pre-“Liberation.” In that vacuum, when the only tariffs in the news were the stop-start threats to Canada and Mexico, the policy made voters worry. Fifty-four percent worry that tariffs are “passed onto consumers in the form of higher prices and inflation” and 54% oppose them, period. That’s not a terrible starting point for Trump’s team, and there is room to recover if the worst expert predictions on tariff impact don’t come true — especially if they’re mitigated by Trump not enacting most of them. This is about as unpopular an experiment, at the start, as the border wall was eight years ago. And the border wall now has majority support.

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  • Barbara Lee for Oakland Mayor, “Homelessness.” Lee, who left the House after losing a 2024 U.S. Senate bid, quickly became the front-runner in Oakland’s special election. It was one of two Alameda County races forced by voters after November recalls — one, of the county’s embattled reform prosecutor, the other, of a disgraced mayor who was indicted after the election. “I’ll bring integrity back to the city,” Lee says here, nodding at the scandals and surging crime, and saying she’ll fix its problems. The race has been closer than it looked at the start, thanks to a more moderate candidate linking Lee and progressive politics to Oakland’s post-2020 decline.

Scooped!

I thought we had the Wisconsin supreme court race cornered, and was very happy with the coverage we ran through April 1. But I didn’t get one of the best details of the race: Kamala Harris’s secret Zoom call for Democratic volunteers, clips of which she posted after Susan Crawford had won. In their update on what Harris has been up to, four New York Times reporters write that “Ms. Harris’s offer to visit Wisconsin was rejected as a potential distraction during early voting,” because Democrats “feared that reports of her involvement would divert attention from Elon Musk.” That was very likely true. Musk gave Democrats a gift (see above) by inserting his face and money into the state for weeks. The upshot for Harris, though, is that whatever Democrats say in public about her, they are not eager to bring the second-highest vote-getter in their history back on the field.

Next

  • 60 days until primaries in New Jersey
  • 67 days until primaries in Virginia
  • 74 days until primaries in New York City
  • 207 days until off-year elections
  • 570 days until the 2026 midterm elections

David Recommends

Left Adrift, a short political history book by Timothy Shenk, has a terrific premise that must have been murder to pitch: The history of liberal collapse through the lives of Doug Schoen and Stan Greenberg. The story Democrats like to tell themselves focuses on swaggering politicians and quotable operators, not pollsters who read Antonio Gramsci. But Schoen and Greenberg came out of the 1960s with very different ideas of how to save liberalism — triangulation and culture war triage, versus “class war” that would always put FDR’s party on the side of workers. It’s a quick read that’s incredibly illuminating about how the same trends, in every developed country, gave us our current competition between liberal parties that do best in college towns and populist right-wing parties that have not yet found their limits.

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Semafor Spotlight
Orbital Materials

Orbital Materials, a company founded by a former DeepMind researcher, is launching a first-of-its-kind effort to capture carbon from the air — piggybacking off the hot air emitted by data centers, Semafor’s Reed Albergotti reported.

In the age of AI, data centers are consuming enormous amounts of energy and boosting emissions. But Orbital Materials’ pilot program could do the opposite, resulting in a net reduction in carbon in the atmosphere—if it works, it could mean the AI boom need not worsen climate effects.

Subscribe to Semafor Technology, a twice weekly briefing on the people, the money and the ideas in AI. →

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