Donald Trump’s decisive victory may proclaim an unpredictable new era for American government and society, but it also reaffirmed an enduring political truth: It is virtually impossible for the incumbent president’s party to hold the White House when Americans are discontented with that president’s performance.

Americans provided Trump with a sweeping victory after a campaign in which he had darkly promised “retribution” against a long list of enemies and offered an agenda centered on mass deportation of undocumented immigrants. Trump seems within reach of winning the popular vote, becoming the first Republican to do so since 2004. Republicans, exulting in winning at least three Senate seats as well as the White House, instantly called the magnitude of the victory “a mandate”—and Trump seems sure to treat it as a license to pursue his most aggressive ideas.

Vice President Kamala Harris and her team, recognizing the threat of widespread disillusionment with President Joe Biden, tried to transform the Democratic campaign from a retrospective referendum on the performance of the administration in which she served into a prospective choice about the agenda and style of leadership she and Trump would bring to the next four years. Ultimately, she could not overcome the widespread unhappiness over the country’s current conditions. Biden’s approval rating among voters never exceeded 43 percent in any of the major swing states, according to exit polls. At least 55 percent of voters in each of those states said that they disapproved of Biden’s performance, and Trump typically won four-fifths or more of them.

Overall, despite any expectation to the contrary, the gender gap was not especially large. Harris’s inability to amass a greater advantage among women likely reflected the fact that they were at least as dissatisfied with the economy and Biden’s performance as men were, according to exit polls. Just 44 percent of women in exit polls said they approved of Biden’s performance, and nearly seven in 10 described the economy in negative terms—a view even more emphatic than the one men expressed.

Disapproval of Biden’s record and disaffection over the economy proved a headwind that Harris could not overcome. Exit polls showed that Americans remained concerned about the possible excesses of a second Trump presidency. But in their deep frustration over current conditions, they placed less weight on those worries.

[Read: How Donald Trump won everywhere]

As Doug Sosnik, the top White House political adviser to Bill Clinton, wrote in an email yesterday: “The 2024 election marks the biggest shift to the right in our country since Ronald Reagan’s victory in 1980.” The New York Times calculated that nine in 10 U.S. counties moved at least somewhat toward Trump in this cycle. A striking sign of that change was his dramatic improvement in big urban centers with large populations of Black and/or Latino voters, including the counties encompassing Philadelphia, Detroit, and Las Vegas. But Trump also improved (compared with 2020) in communities dominated by working-class white voters, such as Macomb in Michigan, Luzerne in Pennsylvania, and Kenosha and the small cities around Green Bay in Wisconsin.

Harris maintained the Democratic hold on the prosperous, well-educated inner suburbs around major cities. But in most of them, her party’s margins declined relative to its 2020 results. She slipped just slightly in predominantly white-collar areas such as Montgomery and Delaware Counties outside Philadelphia, and Oakland outside Detroit, and failed to improve on Biden’s deficit in Waukesha, around Milwaukee. The result was that in Michigan, Pennsylvania, and Wisconsin, Harris’s margins in these big suburbs were closer to Hillary Clinton’s in 2016 than Biden’s in 2020. That wasn’t enough to withstand what I’ve called the “pincer” move of Trump’s concurrent gains in the smaller, mostly white, blue-collar places and the much more diverse urban cores.

The geographic pattern of actual vote tallies for Trump captured the magnitude of the red shift more vividly than the two major surveys that try to measure voters’ behavior for media organizations: the exit polls conducted by Edison Research and the VoteCast survey done by NORC. Neither found any increase from 2020 in the national level of support for Trump among white voters; nor did the exit polls show more than minimal improvement for him among white voters in the Rust Belt states. The exit polls recorded modest improvements for Trump among Black voters, with his gains coming entirely from men, and a big improvement among Latinos. (VoteCast found solid advances for Trump among both Black and Latino voters.) In each survey, Trump made his most dramatic gains with Latino men but scored notable improvements among Latina women as well. Young voters, in both data sets, moved notably toward Trump as well.

The exit polls showed Harris winning women (of all races) by eight percentage points and losing men by 13 points. The VoteCast study similarly showed Harris winning women by seven points and Trump winning men by 10 percentage points. At that level, Harris’s lead with women was much smaller than Biden’s in 2020, and even smaller than Clinton’s advantage in 2016.

The story on the economy was similar. Two-thirds of voters in the national exit polls described the economy as only fair or poor; roughly that many expressed negative views in each of the three former “Blue Wall” states and Arizona, with discontent rising to about seven in 10 in North Carolina and Nevada, and beyond that in Georgia. Solid majorities of those economically discontented voters backed Trump in each state. So did a big majority of the roughly 45 percent of voters who said they were worse off than four years ago.

Harris did win handsomely among those who said they were better off, but they constituted just one in four voters. She also won the narrow backing of those who said their condition was unchanged. But none of that was enough to overcome Trump’s preponderant advantage among those who thought their condition had deteriorated under Biden.

Working-class voters without a college degree—many of them living paycheck to paycheck—were especially down on the economy. More than three-fourths of white voters without a college degree nationwide described the economy in negative terms—as did seven in 10 Latino voters. (An even more telling eight in 10 Latinos did so in the Sun Belt swing state of Nevada.)

The issues that Harris and the Democrats had hoped would offset economic discontent simply did not have enough bite. Two-thirds of voters in the national exit polls said that abortion should be legal in all or most circumstances, but about three in 10 of those voters supported Trump anyway. More than a quarter of women nationwide who supported legal abortion backed Trump.

[Read: Why Biden’s team thinks Harris lost]

The muting of the abortion issue was especially dramatic in the former Blue Wall states that ultimately settled Harris’s fate. In 2022, the first election after the Supreme Court rescinded the constitutional right to abortion, Democratic gubernatorial candidates Gretchen Whitmer in Michigan and Josh Shapiro in Pennsylvania each won about four-fifths of voters who supported legal abortion, while Tony Evers in Wisconsin carried about three-fourths of them. But, in a crucial erosion of that pro-choice support, Harris won only about two-thirds of those voters in Michigan and Wisconsin and about seven in 10 in Pennsylvania. A much smaller share of voters in each state said abortion should be illegal most of the time, but Trump won about nine in 10 of those.

Harris did not entirely fail at raising alarms about Trump. In the national exit polls, 54 percent of voters agreed that Trump was “too extreme.” But about one in nine voters who viewed Trump as too extreme voted for him anyway—a striking measure of their willingness to risk an uncertain future over an unacceptable present. Likewise, in the VoteCast survey, 55 percent of voters said they were very or somewhat concerned that Trump would steer the U.S. in a more authoritarian direction; yet nearly one in six of those voters supported him.

“I think that Trump has been helped by this sense that things are careening out of control at home and abroad, and it makes people more willing to contemplate the smack of authority,” William Galston, a senior fellow at the center-left Brookings Institution, told me.

Jackie Payne, the founder and executive director of Galvanize Action, which studies moderate white women, told me that according to her research, many female voters who believed Trump would improve their economic situation simply brushed aside rhetoric and proposals from him that they found troubling. “They were choosing to believe a vision of him that was aligned with what they wanted to get out of him—a strong economy—and they were absolutely discounting anything that felt extreme as disinformation or hyperbole, even if he said he would do it,” she said.

Voters around the world have reached similar judgments this year in the aftermath of the inflation that followed the coronavirus pandemic: As a Financial Times analyst pointed out this week, incumbent parties have lost ground, or lost power altogether, in all 10 major democracies that held elections in 2024. The priority voters gave to current economic conditions in their decision making followed a long U.S. tradition too. Incumbent presidents with low public-approval ratings almost never win reelection—as Jimmy Carter in 1980, George H. W. Bush in 1992, and Trump himself in 2020 demonstrated. The similar but less discussed scenario is the difficulty facing a party seeking to hold the White House even when its unpopular president isn’t running. That applied when Harry Truman in 1952, Lyndon B. Johnson in 1968, and George W. Bush in 2008 were off the ballot; their party lost the race to replace them in each case. Biden now joins that dour procession.

But the most apt precedent for this election may be 1980. Laboring under widespread discontent, including over a raging bout of inflation, Carter tried to use his campaign to shift attention to the risks he said his right-wing rival, Ronald Reagan, represented, with some success: Doubts about Reagan did keep Carter close in the polls. But in the campaign’s final days, voters decided that continuity with Carter represented a greater risk than change with Reagan—and flocked to the challenger in crushing numbers.

[Read: How Trump neutralized his abortion problem]

Voters were willing to take an even greater leap this time. Trump made almost no accommodation for voters uneasy about him. Instead, he intensified his false accusations, inflammatory racist rhetoric, and profane personal attacks. Trump has surrounded himself with extreme figures who promise a revolution in government and society.

His senior immigration advisers have promoted plans for a militarized mass-deportation operation, complete with internment camps, and the possible removal of U.S.-citizen children of undocumented adults. His party is likely to control both chambers of Congress—and in any case, the president has broad unilateral authority to set immigration policy, as well as to impose the large tariffs Trump has pledged. The Supreme Court’s conservative majority has already rendered him virtually immune to criminal prosecution for any action he takes as president. Trump is returning to the White House unbound.

Reagan’s victory in 1980 solidified a realignment in American politics that began under his Republican predecessor, Richard Nixon. Reagan cemented working-class white voters into the conservative movement’s electoral coalition—both white southern evangelical Christians and northern industrial workers in places such as Michigan’s Macomb County—who became lastingly known as “Reagan Democrats.” Those voters remain a cornerstone GOP constituency: Even four-plus decades later, they were the two groups that supported Trump in the largest numbers on Tuesday.

Many Republicans believe that Trump now has the chance to secure an equally significant shift in the party allegiance of Black men and Latino voters of both genders, who voted for him in historic numbers this week. That opportunity surely exists. But realizing it in a lasting way will require Trump and the Republican Party to maintain the support of millions of voters of color and justify their faith in him on the economy over any concern about policies such as mass deportation and more aggressive law enforcement.

Now those communities, along with all of the other Americans disappointed in Biden over the past four years, will learn whether Trump can deliver the economic benefits he promised without plunging the country into deeper acrimony.

There is no single explanation for Donald Trump’s unambiguous win. But if, as we were constantly told, this was in fact the most important election of our lives, in which the future of democracy really was at stake, Democrats never conducted themselves that way.

It was an egregious mistake—not just in retrospect but in real time—to allow Joe Biden to renege on his implicit promise to be a one-term president, and to indulge his vain refusal to clear the way for younger and more charismatic leaders to rise up and meet the magnitude of the political moment. Perhaps no candidate, not even one blessed with the talents of a Bill Clinton or a Barack Obama, could have overcome the handicap imposed on Kamala Harris when she emerged valiantly from the wreckage of the Weekend at Bernie’s campaign this summer, which her own administration had so brazenly tried to sneak past the voting public.

But other major mistakes were made over the past four years. The Biden presidency was understood to be a return to normalcy and competence after the terrible upheavals of the early months of COVID and the circus of the first Trump administration. That was the deal Americans thought had been accepted—that was Biden’s mandate. Instead, as president, even as he leaned into plenty of policies that served all Americans, Biden either could not or would not forcefully distance himself from the Democratic Party’s need for performative “wokeness”—the in-group messaging used by hyper-online and overeducated progressives that consistently alienates much of the rest of the nation.

[Read: Why Biden’s team thinks Harris lost]

Here’s one narrow but meaningful example: On day one—January 20, 2021—the Biden administration released an “Executive Order on Preventing and Combating Discrimination on the Basis of Gender Identity or Sexual Orientation.” The order said that “children should be able to learn without worrying about whether they will be denied access to the restroom, the locker room, or school sports.” Supporters argued that the order was simply pledging that the administration would enforce previously established legal protections for LGBTQ people, but critics saw it differently. As the author Abigail Shrier wrote on Twitter: “Biden unilaterally eviscerates women’s sports. Any educational institution that receives federal funding must admit biologically-male athletes to women’s teams, women’s scholarships, etc. A new glass ceiling was just placed over girls.”

In signaling their commitment to an extreme and debatable idea of trans rights, Democrats hemorrhaged other constituencies. Many Americans of all races care about girls’ sports and scholarships, and they believe that protecting women’s rights and flourishing doesn’t begin and end at safeguarding their access to an abortion.

Out of this larger context, Harris entered the final stretch of the campaign already compromised. Republicans seized on her previous comments in support of progressive proposals such as defunding the police (which she later renounced). But it was more than culture-war flash points. Fair or not, many Americans didn’t believe Harris deserved to be vice president in the first place. This is in large part the fault of her boss, who stated up front before selecting her that he would prefer a vice president “who was of color and/or a different gender.” It was a slightly less blunt version of what he said before appointing Justice Ketanji Brown Jackson—that the job was only ever available to a Black woman. Harris’s very presence within the Biden administration therefore, to many onlookers, amounted to a kind of glaring evidence of precisely the kind of DEI hiring practices they intended to repudiate on Tuesday.

Voters’ response was definitive. According to a New York Times analysis, “Of the counties with nearly complete results, more than 90 percent shifted in favor of former President Donald J. Trump in the 2024 presidential election.” That is to say, Trump improved with every single racial group across the country except one. He performed slightly better with Black voters overall (13 percent voted for him this time, according to exit polls, compared with 12 percent in 2020), and significantly better with everyone else—particularly Latinos, 46 percent of whom gave him their vote. He received an outright majority of ballots from voters marking the “other” box—a first for Republicans—and his party reclaimed the Senate and looks poised to hold on to the House. All told, the only racial group among whom Trump lost any support at all turned out to be white people, whose support for him dropped by a percentage point.

Were Trump not such a singularly polarizing, unlikeable, and authoritarian figure, one of the most salient and—when glimpsed from a certain angle—even optimistic takeaways from this election would be the improbable multiracial and working-class coalition he managed to assemble. This is what Democrats (as well as independents and conservatives who oppose Trump) must reckon with if they are ever going to counter the all-inclusive nihilism and recklessness of the new MAGA majority. Much attention has been paid to the gender gap in voting, and it’s true that more men voted for Trump than women. But the fact that so many citizens of all geographies and skin tones wanted to see Democrats pay a price, not just for policy differences but also for the party’s yearslong indulgence of so many deeply unpopular academic and activist perspectives, must be taken seriously.

[Read: Why Democrats are losing the culture war]

“The losses among Latinos is nothing short of catastrophic for the party,” Representative Ritchie Torres of the Bronx told The New York Times. Torres, an Afro Latino Democrat, won a third term on Tuesday. He criticized the Democrats for being beholden to “a college-educated far left that is in danger of causing us to fall out of touch with working-class voters.”

Yet I fear that far too many elite Democrats will direct their ire and scrutiny outward, and dismiss the returns as the result of sexism and racism alone. In an Election Night monologue on MSNBC, the anchor Joy Reid expressed this mentality perfectly. Anyone who knows America, she said, “cannot have believed that it would be easy to elect a woman president, let alone a woman of color.” Her panel of white colleagues nodded solemnly. “This really was an historic, flawlessly run campaign,” Reid continued. “Queen Latifah never endorses anyone—she came out and endorsed! She had every prominent celebrity voice. She had the Swifties; she had the Beyhive. You could not have run a better campaign.”

Over on X, Nikole Hannah-Jones, the creator of The New York Times Magazine’s “1619 Project,” wrote that we “must not delude ourselves”: “Since this nation’s inception large swaths of white Americans—including white women—have claimed a belief in democracy while actually enforcing a white ethnocracy.”

Moments after North Carolina was called for Trump, Reid diagnosed what went wrong for Harris: White women, she said, didn’t come through; it was “the second opportunity that white women in this country have to change the way that they interact with the patriarchy,” and they had failed the test again. On X, commentators immediately jumped on the blame-white-women bandwagon, as if it was an evergreen obituary they all had on file, ready to post within a moment’s notice.

Reflexive responses like these exemplify the binary framing of culture and politics in the United States—white/nonwhite, racist/anti-racist—that ascended with the death of Trayvon Martin in 2012 and peaked after the racial reckoning of 2020. For many on the left, it has proved a powerful and compelling means of contextualizing enduring legacies of inequality and discrimination that are rooted in past oppressions. And it has notched real successes, especially by forcing the country to confront bias in the criminal-justice system and policing. But it has also become a casualty of its own discursive dominance—an intellectual and rhetorical straitjacket that prohibits even incisive thinkers from dealing with the ever-evolving complexity of contemporary American society. As a result, it has taught far too many highly compensated pundits, administrators, scholars, and activists that they never have to look inward.

[Ronald Brownstein: An uncertain future beat an unacceptable present]

But the framing didn’t work for many other people. “I’m thankful that victimhood didn’t win as a strategy,” one of my oldest and closest friends, a Black man who doesn’t have a college degree, messaged me after Trump’s victory. (It is worth noting that his twin brother, a veteran, turned MAGA during the racial reckoning.) If we are to listen to what enormous numbers of our compatriots—including unprecedented numbers of newly minted nonwhite GOP voters—are trying to tell us, the straitjacket proved decisive in their shift rightward.

All of us who reject the vision of America that Trumpism is offering are going to have to do something grander than merely counter a vulgar celebrity demagogue who commands a potent populist movement. It is too late for that anyway. We are going to have to reimagine the inner workings of the multiethnic society we already inhabit. The stale politics of identity that tries to reduce even the glaringly inconvenient fact of Trump’s multiracial alliance to “white women” stands in the way of overcoming the real democratic crisis.

Harris herself knows this. When Trump attempted to goad her, mockingly pondering whether she was even Black at all, she shrewdly avoided appealing to superficial categories. In this crucial way, her campaign may be viewed as an unequivocal success, one that we can learn from.

Tuesday evening, while waiting for national election results to come in, I dropped by the victory party for Mark Robinson, the North Carolina Republican nominee for governor. It was, as you might expect, a strange scene.

Robinson, the lieutenant governor, had become persona non grata among most other Republicans in September, when a CNN report revealed his bizarre posts—about slavery, being a “Black Nazi,” transgender porn, and more—on the porn site Nude Africa. He was no longer invited to attend rallies for the Donald Trump campaign, his fundraising dried up, and his campaign was left for dead.

The party, held on the top floor of a skyscraper in Raleigh, was pointedly separate from other North Carolina GOP festivities. Some 60 or 70 supporters crammed into a small room in a private club watching Fox News. It was a more diverse crowd than any other Republican gathering I’ve ever attended, and nearly everyone was decked out in Robinson gear. I noticed only one piece of Trump swag, and a wide range of other fashion choices. A younger Black man wore a satin jacket with red-sequin embroidery; an older white guy wore a white tuxedo jacket, complete with bow tie, over a red Mark Robinson T-shirt.

Polls in North Carolina closed at 7:30 p.m. ET. Just a few minutes later, Fox News projected that the Democrat Josh Stein, the current state attorney general, would beat Robinson. I expected to hear jeers or a murmur or feel some deflation in the room, but nothing happened. I started wondering if I’d misread, but no: Fox repeated the call several times in the next few minutes, and eventually someone changed the channel to Spectrum News. I asked some attendees what they made of the news, and was told over and over that they had hope that the call was premature.

[David A. Graham: The great, disappearing Trump campaign]

This was not exactly a denial, and around 9, Robinson took the stage and conceded the race. “The window of opportunity for us to win this race is closing quick, folks,” he said. “Doesn’t seem like it’s going our way tonight. But it’s always going our way. Whether people want it to or not, people of faith know it’s going to go the right way, because we’ve read the back of the book. We know how this all comes to an end.” He barely alluded to the scandals that had sunk his campaign, saying, “It’s not about the lies; it’s not about the half-truths.” Soon, attendees began streaming out, clutching handfuls of campaign signs and hats.

It was a fittingly weird start to a weird night in North Carolina politics. The Old North State delivered a series of results that show why national Democrats have been so hopeful about flipping it, while likely discouraging them from trying again for some time.

Trump won the state in the presidential election. Kamala Harris received both a smaller percentage of the vote than President Joe Biden did four years ago and (in unofficial results) a smaller absolute number of votes. That all happened despite a massive campaign infrastructure and get-out-the-vote operation, especially as compared with the Trump campaign. In the deep-red counties where Harris had hoped to cut into Republican margins, she barely managed to move the ball or else lost ground. National Democrats poured money into the state, and once again, it broke their hearts.

Down the ballot, however, North Carolina Democrats had a good night. Stein beat Robinson by almost 15 points. That matches with some of the public polling on the race, but most insiders seemed to expect a margin closer to the high single-digits. The Democrat Rachel Hunt flipped the lieutenant governor’s seat. Jeff Jackson held off Dan Bishop for attorney general; no Republican has won the seat since the 19th century. Secretary of State Elaine Marshall won another term. For superintendent of public instruction, Mo Green beat Michele Morrow, who attended the January 6, 2021, rally and called for Barack Obama’s execution. In a heartbreaker for Democrats, state-supreme-court justice Allison Riggs appears to have lost her seat narrowly, but in the state legislature, Democrats broke a veto-proof Republican supermajority. U.S. Representative Don Davis eked out a win in northeastern North Carolina.

[David A. Graham: Mark Robinson is testing the bounds of GOP extremism]

One lesson from this is that North Carolina really is a purple state, as the political scientist Chris Cooper describes in a new book. Voters are happy to elect Democrats at the state level; they just don’t want them in the White House or the U.S. Senate. (The last election North Carolinians selected a Democrat for either was in 2008.)

Across the country, the election looks similar—more a repudiation of national Democrats, and especially the Democratic candidate for president, than a rejection of Democratic policy priorities. (I argued yesterday that Trump’s simple message on the economy is what carried him to victory.) Harris made abortion a centerpiece of her campaign and lost, but voters in seven states passed ballot referenda protecting abortion rights—some in blue states, but also in purple and red states including Arizona, Nevada, and Montana. Missouri voters overturned an abortion ban. And 57 percent of Floridians supported a ballot issue, a number that nonetheless fell short of the 60 percent required for passage. A majority, but not the requisite supermajority, of Floridians also voted to legalize recreational cannabis use. Even in U.S. Senate races, Democratic candidates ran ahead of Harris in almost every competitive contest. (Florida was the odd race out.)

That mixed result is also a mixed message for Democrats trying to figure out where the party goes from here. Having a reasonably popular policy platform is theoretically good news for them, but that isn’t much use if they can’t win the offices required to institute or defend those policies. But with little real power in Washington for the next two years, they’ll have plenty of time to think about the conundrum.