Dems move from optimism to confidence about winning House

Democrats have moved from feeling hopeful to confident they will win back the House, with growing signs that the volatile political environment has shifted back their way in the final days before the midterm elections.

A combination of late district polls, fundraising numbers, President TrumpDonald TrumpTrump PACs brought in over M for the first half of 2021 Chicago owes Trump M tax refund, state's attorney mounts legal challenge Biden hits resistance from unions on vaccine requirement MORE’s falling approval rating and historical trends have all leaned in the Democrats’ favor, leading to a growing sense among party brass that the House is theirs for the taking next week.

“Up until today, I would've said, 'If the election were held today, we would win,’” House Minority Leader Nancy PelosiNancy PelosiOn The Money: Justice Department says Trump's tax returns should be released | Democrats fall short of votes for extending eviction ban House adjourns for recess without passing bill to extend federal eviction ban Photos of the Week: Olympic sabre semi-finals, COVID-19 vigil and a loris MORE (D-Calif.) said on “The Late Show with Stephen Colbert” on Tuesday night. “What now I'm saying is, ‘We will win.’”

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Pelosi’s bold prediction was not made flippantly, according to a source familiar with her thinking. Just last week, Pelosi was still expressing some caution about their prospects of taking the majority.

“Pelosi is a numbers person. She comes to this conclusion very carefully,” said the source. “There was concern about a large infusion of cash from Republicans, but we are keeping competitive.”

The House GOP’s campaign arm had to swoop in this week to protect Republican congressional candidate Katie Arrington (S.C.), whose general election race in a ruby red coastal district has flown largely under the radar this cycle.

Meanwhile, a top Democratic-aligned PAC canceled its remaining TV spending in endangered Rep. Barbara ComstockBarbara Jean ComstockThe Memo: Trump pours gas on tribalism with Jan. 6 rewrite Former GOP rep calls on party to move on from 'patron saint of sore losers' Trump The Hill's Morning Report - Presented by Facebook - Biden mission abroad: reward friends, constrain adversaries MORE’s (R-Va.) race — a sign of the left’s growing confidence in the Northern Virginia suburbs.

A number of other seats that would normally be seen as safer for Republicans are also in play, including Rep. Steve KingSteven (Steve) Arnold KingGOP brawls over Trump on eve of first Jan. 6 hearing Pence to visit Iowa to headline event for congressman Former Steve King challenger on rural voters in GOP states: 'They hate Democrats' MORE’s district in Iowa, where the incumbent has drawn criticism from the chairman of the National Republican Congressional Committee (NRCC) over his controversial comments and association with far-right parties.

The shift in tone comes after the GOP had been feeling better about their own midterm prospects earlier this month.

The fierce nomination fight over Brett KavanaughBrett Michael KavanaughOn The Money: Biden asks Congress to extend eviction ban with days until expiration | Economic growth rose to 6.5 percent annual rate in second quarter Biden calls on Congress to extend eviction ban with days until expiration An obscure Supreme Court ruling is a cautionary tale of federal power MORE for the Supreme Court — a process mired in headline-grabbing accusations that the nominee had sexually assaulted a teenager when they were both in high school — fired up the conservative base, lending Republicans a bump in the polls in early October.

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Trump also pounced on the emergence of a Central American migrant caravan inching its way toward the U.S. border to trumpet his “America First” agenda to his most faithful supporters.

But in the final stretch of the campaign, a wave of violence — including a deadly shooting at a Pittsburgh synagogue and a bomb scare involving prominent Democrats — has dominated the news cycle and put Trump on the defensive as his critics blame the president’s fiery rhetoric for contributing to the ugly political environment.

And Trump’s promise this week to eliminate birthright citizenship by executive order has been widely condemned by GOP lawmakers on Capitol Hill, dividing the party just days before voters will head to the polls.

Trump on Wednesday inflamed those divisions further with a remarkable tweet attacking Speaker Paul RyanPaul Davis RyanRealClearPolitics reporter says Freedom Caucus shows how much GOP changed under Trump Juan Williams: Biden's child tax credit is a game-changer Trump clash ahead: Ron DeSantis positions himself as GOP's future in a direct-mail piece MORE (R-Wis.), who had dismissed the president’s birthright citizenship plan a day earlier.

“Paul Ryan should be focusing on holding the Majority rather than giving his opinions on Birthright Citizenship, something he knows nothing about!” Trump tweeted.

Republicans remain optimistic that they can grow their majority in the Senate, where Democrats are defending a number of seats in states Trump won in 2016. That could prove consolation to the president, who might be able to brush off the failure to keep the House majority on other factors while claiming credit for the Senate.

There are a number of reasons for Democrats to feel even better about the heated battle for the House.

A USC Dornsife–Los Angeles Times survey released earlier this week showed Democrats leading Republicans by a whopping 17 points on a generic ballot.

Trump’s approval rating, which had jumped after the Kavanaugh hearings, has since plunged 4 points, down to 40 percent, according to a Gallup poll conducted during the week ending Oct. 28.

While the GOP has been trumpeting a strong economy, the stock market, in recent weeks, has dropped almost 10 percent below its 2018 peak, all but erasing the year’s gains.

And Republican leaders have warned their candidates about a “green wave” of spending from Democrats, who have brought in eye-popping fundraising hauls amid the strong anti-Trump fervor on the left. In the third quarter, 110 Democratic challengers outraised their Republican opponents.

To combat the deluge of blue spending, the House GOP’s campaign arm has made a last-minute push to protect a number of Republican strongholds that were previously considered safe.

Arrington toppled Rep. Mark SanfordMark SanfordTop cyber Pentagon official overseeing defense contractor project placed on leave Cheney set to be face of anti-Trump GOP GOP braces for wild week with momentous vote MORE (R-S.C.), an outspoken Trump critic, in a primary race this year. But Arrington, who has tightly embraced Trump, has failed to pull away from her Democratic opponent, prompting the NRCC to place its first TV buy in the district, which is rated as “lean Republican” by the Cook Political Report.

Meanwhile, a PAC linked to former New York City Mayor Michael Bloomberg placed its first ad buy in Oklahoma City on Wednesday, where Rep. Steve RussellSteven (Steve) Dane RussellKendra Horn concedes to Stephanie Bice in Oklahoma, flipping seat back to GOP GOP women's group launches six-figure campaign for House candidate Bice Bice wins Oklahoma GOP runoff to face Horn in November MORE (R-Okla.) is facing a strong challenge from Democrat Kendra Horn. While it’s still a reach for Democrats, with Cook rating the race as “likely Republican,” the ambitious spending underscores the expanding battleground on the left.

Republicans are quick to dismiss the Democrats’ growing confidence, pointing to the economy and early balloting as a sign that they’re poised to defy the odds and retain House control next year.

“We’ve defied history already. We’ve won eight out of nine special elections. We actually have an economy where we have 4 percent economic growth. We have unemployment at 3.7 percent. We have the highest consumer confidence we’ve ever had,” Rep. Steve StiversSteven (Steve) Ernst StiversTrump takes two punches from GOP The Hill's Morning Report - Presented by Facebook - A huge win for Biden, centrist senators The Hill's Morning Report - Presented by Facebook - Officers recount the horror of Jan. 6 MORE (Ohio), head of the National Republican Congressional Committee, told "Fox News Sunday." “So I think people will reward us for what we’ve done.

“I feel like momentum is on our side in this last week.”

Even some top Democrats are warning that predictions of a slam-dunk victory are premature. They remember only too well that Democrats had forecast huge wins in 2016 — Pelosi had said the party would pick up at least 25 House seats — only to be shocked by single-digit gains and Trump’s victory.

“I am cautiously optimistic, but we are not taking anything for granted,” said Rep. David CicillineDavid CicillineLobbying world Progressive fighting turns personal on internal call over antitrust bills Top Democrat leads bipartisan trip to Middle East MORE (R.I.), a co-chairman of the Democratic Policy and Communications Committee (DPCC).

“The American people spoke loud and clear in 2016 that they were not happy with the direction Washington was headed. We heard them.”

Entering October, Rep. Ben Ray Luján (N.M.), the chairman of the Democrats’ campaign arm, expressed confidence that the House would flip, citing the party’s booming fundraising efforts and the quality of Democratic candidates, many of them political newcomers compelled into politics by the mercurial president.

But he was also quick to acknowledge that the turbulent political environment would inevitably throw late-cycle curveballs at the Democrats — unforeseen events that Luján put at the top of his anxiety list.

“People talk about an October surprise. There will probably be October surprises,” Luján said during a Bloomberg roundtable in Washington. “I just don’t know what’s coming.”

Through it all, Democrats have ventured to discard the noise and keep their campaign message laser focused on a short list of poll-tested issues they think voters care most about: reducing health-care costs, boosting middle class wages and fighting corruption in Washington.

Rep. Hakeem JeffriesHakeem Sekou JeffriesJeffries: 'Sick and cynical' for GOP to blame Pelosi for Jan. 6 Democrat unveils bill to allow only House members to serve as Speaker Progressive fighting turns personal on internal call over antitrust bills MORE (D-N.Y.), another co-chairman of the DPCC, named another reason he’s bullish the House will flip: Voters, he predicted, want tougher oversight of the scandal-plagued administration — oversight the Democrats have long accused Republicans of neglecting.

“I’m confident that the American people have concluded that divided government in this context is a better option because House Democrats will be able to be a check and balance on an out-of-control executive,” Jeffries told CNN.