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IVF is a slam-dunk issue for Democrats. Abortion may not be

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SPARE A THOUGHT for Republican staffers who had to explain the female reproductive system to their bosses this week. Following a decision by Alabama’s Supreme Court, which led to the halting of fertility treatments in several clinics, some showed just how little they understood about baby-making. Tommy Tuberville, an Alabama senator, declared he was “all for” the ruling because “we need to have more kids”. In vitro fertilisation (IVF) in fact helps make more kids. Greg Abbott, Texas’s governor, wondered whether IVF created “one, ten, 100, 1,000” embryos (between zero and a dozen per cycle is common).

Patients in Alabama have become the latest collateral damage in America’s abortion wars. The ruling on February 16th found that embryos created by IVF and kept in “cryogenic nurseries” count as “extrauterine children”, and thus as people under state law. Politically this seems a gift to Democrats. Everything from the judgment’s scripture-heavy language, to jubilant pro-lifers declaring it a “tremendous victory for life”, and the fumbled responses by Republicans, helped paint Republicans as a radical, woman-hating party.

Democrats put the blame squarely on Donald Trump and his Supreme Court picks. “They came for abortion first. Now it’s IVF and next it’ll be birth control,” warned Hillary Clinton, a former secretary of state. Hastily the National Republican Senatorial Committee rushed out a memo instructing all Senate candidates to oppose any restrictions on IVF and “align with the public’s overwhelming support”. Several of them had previously co-sponsored bills—such as the Life At Conception Act—which, by in effect codifying embryos as people, could have had a similar impact on IVF .

Nearly two years after the Supreme Court overturned Roe v Wade, returning the issue of abortion to states, Republicans continue to struggle with the consequences of their victory. Conventional wisdom is that any talk about abortion is a win for Democrats. The immediate aftermath to Alabama’s ruling certainly suggests so. But it might not be quite that simple.

After an uncharacteristic pause, Mr Trump tried to end the fumbling and declared his resounding support for women, IVF and “Beautiful Babies”. “We want to make it easier for mothers and fathers to have babies, not harder!” he wrote on Truth Social, his social-media platform. This tone comes on the heels of his privately floating a federal abortion ban at 16 weeks (though states could go further). If that is Mr Trump’s position it would be a more moderate one than any Republican presidential nominee has held since the 1970s.

Since Roe was overturned, the total number of abortions in America has remained stable. But there has been a big shift in where they have been performed. A new report by the Society of Family Planning, a non-profit, estimated that the 14 states with strict abortion bans had 120,930 fewer abortions over the past 15 months than over a similar period before the end of Roe. American fertility doctors predict that a similar “regulatory migration” wave could follow for IVF patients if state courts start cracking down on fertility treatment. That is what has happened in Europe, where stricter embryo rules in countries like Germany and Italy helped make Spain the largest IVF market in Europe.

IVF may be the clearest example yet of pro-life buyer’s remorse. The vast majority of Americans support a procedure that has helped realise dreams for couples from the Obamas to the Pences. This is not a fight Republicans want. Yet it is one of several real-world questions that pro-lifers will now increasingly need to confront. The questions around fertility treatment are not just whether IVF is ok. They include whether embryos can be biopsied to check for abnormalities, how to deal with embryos left in freezers after death or divorce and what to do with surplus embryos. Republicans may be lining up to pledge their unconditional support to IVF, but none has (yet) confronted the corollary—the related destruction of embryos along the way.

And yet Democrats should not assume that the abortion debate can only win them votes. A 16-week ban is not as radical or unpopular as it may sound: 96% of abortions happen before 16 weeks and that cut-off would put America in line with many European countries (although with fewer medical exceptions after 16 weeks). Whereas a majority of Americans (69%) are in favour of abortion in the first trimester, this drops to a minority in the second trimester (37%) and the third (22%), according to Gallup. Americans are not that different from Europeans—more conservative but mostly in favour of some access to abortion.

The Democratic playbook is: remind voters that Republicans took away abortion and promise to bring back Roe. In swing states with potential ballot initiatives planned for election day, such as Arizona, this could just make the difference. The Democratic National Committee paid for dozens of billboards across swing states this week, tying Mr Trump to the loss of IVF and asking what could be next. However, Democrats need to tread more carefully than they may realise. On abortion at least, Joe Biden’s extreme wing has become bigger than Mr Trump’s. Whereas 24% of Republicans believe abortion should always be illegal, 44% of Democrats think it should be legal during the third trimester. That is out of step with both American and European public opinion. The “abortion positivity movement” on the left is also a uniquely American phenomenon.

Yet all of this posturing has little to do with actual policy. Mr Trump’s 16-week ban is as unlikely to materialise as Mr Biden’s promise to codify Roe, says Mary Ziegler, a legal historian at the University of California, Davis. More immediately, the Supreme Court cases to watch will be on the availability of the abortion drug mifepristone in March, followed in April by the question of whether the Emergency Medical Treatment and Labour Act protects pregnant women with health-endangering emergencies against state abortion bans.

Stay on top of American politics with The US in brief, our daily newsletter with fast analysis of the most important electoral stories, and Checks and Balance, a weekly note from our Lexington columnist that examines the state of American democracy and the issues that matter to voters.

Economics

Donald Trump sacks America’s top military brass

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THE FIRST shot against America’s senior military leaders was fired within hours of Donald Trump’s inauguration on January 20th: General Mark Milley’s portrait was removed from the wall on the E-ring, where it had hung with paintings of other former chairmen of the joint chiefs of staff. A day later the commandant of the coast guard, Admiral Linda Fagan, was thrown overboard. On February 21st it was the most senior serving officer, General Charles “CQ” Brown, a former F-16 pilot, who was ejected from the Pentagon. At least he was spared a Trumpian farewell insult. “He is a fine gentleman and an outstanding leader,” Mr Trump declared.

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Checks and Balance newsletter: The journalist’s dilemma of covering Trump

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Checks and Balance newsletter: The journalist’s dilemma of covering Trump

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Germany’s election will usher in new leadership — but might not change its economy

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Production at the VW plant in Emden.

Sina Schuldt | Picture Alliance | Getty Images

The struggling German economy has been a major talking point among critics of Chancellor Olaf Scholz’ government during the latest election campaign — but analysts warn a new leadership might not turn these tides.

As voters prepare to head to the polls, it is now all but certain that Germany will soon have a new chancellor. The Christian Democratic Union’s Friedrich Merz is the firm favorite.

Merz has not shied away from blasting Scholz’s economic policies and from linking them to the lackluster state of Europe’s largest economy. He argues that a government under his leadership would give the economy the boost it needs.

Experts speaking to CNBC were less sure.

“There is a high risk that Germany will get a refurbished economic model after the elections, but not a brand new model that makes the competition jealous,” Carsten Brzeski, global head of macro at ING, told CNBC.

The CDU/CSU economic agenda

The CDU, which on a federal level ties up with regional sister party the Christian Social Union, is running on a “typical economic conservative program,” Brzeski said.

It includes income and corporate tax cuts, fewer subsidies and less bureaucracy, changes to social benefits, deregulation, support for innovation, start-ups and artificial intelligence and boosting investment among other policies, according to CDU/CSU campaigners.

“The weak parts of the positions are that the CDU/CSU is not very precise on how it wants to increase investments in infrastructure, digitalization and education. The intention is there, but the details are not,” Brzeski said, noting that the union appears to be aiming to revive Germany’s economic model without fully overhauling it.

“It is still a reform program which pretends that change can happen without pain,” he said.

Geraldine Dany-Knedlik, head of forecasting at research institute DIW Berlin, noted that the CDU is also looking to reach gross domestic product growth of around 2% again through its fiscal and economic program called “Agenda 2030.”

But reaching such levels of economic expansion in Germany “seems unrealistic,” not just temporarily, but also in the long run, she told CNBC.

Germany’s GDP declined in both 2023 and 2024. Recent quarterly growth readings have also been teetering on the verge of a technical recession, which has so far been narrowly avoided. The German economy shrank by 0.2% in the fourth quarter, compared with the previous three-month stretch, according to the latest reading.

Europe’s largest economy faces pressure in key industries like the auto sector, issues with infrastructure like the country’s rail network and a housebuilding crisis.

Dany-Knedlik also flagged the so-called debt brake, a long-standing fiscal rule that is enshrined in Germany’s constitution, which limits the size of the structural budget deficit and how much debt the government can take on.

Whether or not the clause should be overhauled has been a big part of the fiscal debate ahead of the election. While the CDU ideally does not want to change the debt brake, Merz has said that he may be open to some reform.

“To increase growth prospects substantially without increasing debt also seems rather unlikely,” DIW’s Dany-Knedlik said, adding that, if public investments were to rise within the limits of the debt brake, significant tax increases would be unavoidable.

“Taking into account that a 2 Percent growth target is to be reached within a 4 year legislation period, the Agenda 2030 in combination with conservatives attitude towards the debt break to me reads more of a wish list than a straight forward economic growth program,” she said.

Change in German government will deliver economic success, says CEO of German employers association

Franziska Palmas, senior Europe economist at Capital Economics, sees some benefits to the plans of the CDU-CSU union, saying they would likely “be positive” for the economy, but warning that the resulting boost would be small.

“Tax cuts would support consumer spending and private investment, but weak sentiment means consumers may save a significant share of their additional after-tax income and firms may be reluctant to invest,” she told CNBC.  

Palmas nevertheless pointed out that not everyone would come away a winner from the new policies. Income tax cuts would benefit middle- and higher-income households more than those with a lower income, who would also be affected by potential reductions of social benefits.

Coalition talks ahead

Following the Sunday election, the CDU/CSU will almost certainly be left to find a coalition partner to form a majority government, with the Social Democratic Party or the Green party emerging as the likeliest candidates.

The parties will need to broker a coalition agreement outlining their joint goals, including on the economy — which could prove to be a difficult undertaking, Capital Economics’ Palmas said.

“The CDU and the SPD and Greens have significantly different economic policy positions,” she said, pointing to discrepancies over taxes and regulation. While the CDU/CSU want to reduce both items, the SPD and Greens seek to raise taxes and oppose deregulation in at least some areas, Palmas explained.

The group is nevertheless likely to hold the power in any potential negotiations as it will likely have their choice between partnering with the SPD or Greens.

“Accordingly, we suspect that the coalition agreement will include most of the CDU’s main economic proposals,” she said.

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