Following Up: CNBC Interview Video Now On-Line…& More!

Tags

China, Following Up, i24News, Phase One, Trade, trade deal, trade talks

I’m pleased to announce that the video is now on-line of my appearance today on CNBC‘s “Power Lunch” program focusing on the latest developments on the U.S.-China trade front.  Click here for a timely discussion of one of today’s biggest headline stories.

In addition, here’s the link to an interview I did last week for the Israeli-American TV network i24News last Friday night on the “Phase One” agreement reached that day by U.S. and Chinese negotiators.  I did this over the phone, but I hope you’ll find it equally interesting.

To access it, click on the link and then press the download button.  But be sure to do it soon, since the recording will only be available for a week more.

And keep checking in with RealityChek for news of upcoming media appearances and other developments.

 

 

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Following Up: Latest National Radio Interview on the China Trade War Now On-Line!

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China, Following Up, Gordon G. Chang, manufacturing, The John Batchelor Show, Trade, trade war, Xi JInPing

I’m pleased to announce that the podcast is now on-line of my interview Wednesday night on John Batchelor’s nationally syndicated radio show.  So click here for a timely discussion among John, co-host Gordon G. Chang, and me on the latest escalation(s) of the U.S.-China trade conflict.  (I come in at about the 3 minute-30-second mark.) And of course feel free to listen if you’ve already heard it!

BTW, see if you can spot the sentence in which I inadvertently called the U.S. manufacturing trade deficit with China a surplus.  And the reason why Chinese leader XiJinping’s advisers aren’t likely to let him listen to the segment.

And keep checking in with RealityChek for news of upcoming media appearances and other developments.

Following Up: Many (and Maybe Most) U.S. Manufacturers Aren’t Buying the Tariff Fear-Mongering

Tags

capex, Dallas Federal Reserve, exports, Following Up, growth, Jobs, manufacturing, NAM, National Association of Manufacturers, Sikich, tariffs, Trade, trade wars

What a week for polls seeking to shed some light on whether and how much President Trump’s tariffs-heavy trade policies have affected American domestic manufacturing! Monday’s post reported on findings from the Dallas Federal Reserve bank pointing to the answer, “Not nearly as much damage as widely supposed, and some benefits.”

Since then, the results of two more surveys have been published, and they, too, indicate that the situation is much more complicated than portrayed by the gloom and doom claims and predictions from globalization cheerleaders in politics, the media, and the U.S. Offshoring Lobby. And one of them shows that more domestic American manufacturers are expecting net gains, not net losses, from the trade wars – and even that many are coping with more and higher tariffs by boosting their production at home. 

Let’s start with the poll supporting the “tariffmageddon” narrative most strongly. It’s the National Association of Manufacturers’ (NAM) Quarterly Outlook Survey for the second quarter of 2019. The headline number for trade mavens: 56 percent of the 689 respondent companies called “Trade uncertainties” their “primary current business challenge.” This concern trailed only “Attracting and retaining a quality workforce” (68.6 percent). During the first quarter, trade uncertainties were the top concern of only 52.6 percent of respondents – so that number’s up, but not dramatically.

For good measure, along these lines, the expected growth rate for exports over the next year was just 0.4 percent – the lowest such figure provided in eleven quarters (going back to the third quarter of 2016).

In addition, respondents’ expectations of major performance indicators also weakened from the first quarter’s results, including their own company’s outlook, and the growth of sales, production, hiring, and capital spending.

But again, the difference between the first and second quarter responses wasn’t game-changing. Indeed, nearly 80 percent of the companies described their outlooks as positive (down from nearly 90 percent in March, sales growth predictions declined from 4.4 percent to 3.4 percent, ditto for production growth, full-time payroll growth dropped from 2.1 percent to 1.6 percent, and capital spending from 2.8 percent to 2.2 percent. The only indicator that slipped into negative territory was inventories (from 0.4 percent growth to 0.1 percent contraction).

So that’s the glass-half-empty evidence. And now for something if not completely different, pretty substantially so. It’s a survey of manufacturers from Sikich, a Chicago-based accounting and consulting firm, and its headline finding: More executives reported feeling optimistic about the impact of recent and ongoing trade developments (38 percent) than expected a negative impact (35 percent). And the most optimistic respondents came from larger companies (45 percent) and “companies with operations outside the U.S.” (51 percent).

Even better for the Trump administration and its trade policy supporters – Sikich’s findings about how companies are responding to these trade developments: “The action cited most often was manufacturing more products, or components, in the United States (45%).” At the same time, “a substantial portion of companies are looking to diversify procurement by sourcing purchased materials from new countries (36%) and sourcing raw materials from new countries (33%).” (Note: These answers aren’t necessarily mutually exclusive.)

In terms of their overall assessment of the economy, only 27 percent of the Sikich respondents believe that a U.S. recession over the next year is “extremely or very likely.” Interestingly, in light of their above trade-related responses, 49 percent of executives from larger companies – nearly twice as great a percentage – were expecting such a downturn.

And especially encouraging for all Americans: Not only were 63 percent of respondents nonetheless preparing for the possibility of a recession. But 53 percent of the total said they were “increasing the efficiency of production/business processes to reduce costs.” Such productivity-boosting measures are much more constructive – and economically beneficial – actions than whining about an imminent end to access to government-subsidized, artificially cheap inputs from places like China.

Nor do the Dallas Fed and Sikich results look like outliers. Their results are very much in line with those of polls I reported on last September – from the big Swiss-owned investment bank UBS, and Yahoo Finance.

Following Up: Podcast Now On-Line of Last Night’s China Trade Talks Radio Interview

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Following Up, Gordon G. Chang, The John Batchelor Show, Trade, trade talks, trade war, Trump

I’m pleased to announce that the podcast is now on-line of my interview last night on John Batchelor’s nationally syndicated radio show.  Click here for a timely discussion of the fast-moving U.S.-China trade talks with John, co-host Gordon G. Chang, and me.  Special bonus:  The segment spotlights my post yesterday describing evidence in the new Sino-American trade figures of the United States disengaging economically from the PRC – which, as I’ve previously reported, has been ongoing.

And keep checking in with RealityChek for news of upcoming media appearances and other developments.

Following Up: Back Indeed on National Radio Tonight Talking China!

Tags

China, Following Up, Gordon G. Chang, The John Batchelor Show, Trade, trade war, Trump

I just got the word that I will indeed be appearing tonight on John Batchelor’s nationally syndicated radio show to update the U.S.-China trade war story with John and co-host Gordon G. Chang.  And the segment will focus in particular on my new piece for The National Interest on President Trump’s unmistakable but ragged progress toward the essential goal of disengaging the United States from China economically.

The interview is slated to begin at 10:15 PM EST, and you can listen live on-line at this link.  As usual, if you’re not able to tune in, I’ll be posting a link to the podcast as soon as one’s available.

And keep checking in with RealityChek for news of upcoming media appearances and other developments.

 

Following Up: Sign the Deal – then Seize the Border Security Initiative

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border security, border wall, Congress, crime, criminal aliens, Defense Department, Democrats, detention, Following Up, government shutdown, ICE, illegal aliens, Immigration, Immigration and Customs Enforcement, national emergency, shutdown, Trump

From what’s known of it, I’m as angry about the border security deal reached last night by Congressional negotiators to avert a new partial federal government shutdown as much as any immigration realist and/or supporter of President Trump. Even so, I would urge the President to sign it. (If he can win a few small improvements over the next day or two, as he’s just suggested he’ll seek, fine – but nothing achievable is worth sinking the agreement.) Then I’d recommend that he move to keep his promise that “we’ll be building the wall anyway” by using statutory authority to use Defense Department and other federal assets and resources to engage in barrier construction and secure the border in various other ways. In addition, the Trump administration should redouble efforts to keep his opponents on the defensive politically by shining the spotlight even more brightly on border security gaps left wide open by deal provisions they’ve insisted on.

I know that in yesterday’s post I argued that the Congressional Democrats, who have increasingly made clear their desire to gut meaningful border security completely, would both own a new shutdown morally (in terms of responsibility for government workers and contractors temporarily denied paychecks) and possibly pay a heavy price politically. The trouble is, that contention assumed that the Democrats’ latest cynical gambit, a new, goalpost-moving demand to shrivel (further) the federal government’s ability to detain apprehended illegal aliens – including surging numbers of border crossers – until their status hearings are held, would prevent the negotiators from reaching any agreement.

Consequently, any number of such aliens, including convicted criminals, would be released into American society, with little reason to believe many of them would risk a deportation decision (which would not be first for many). The result, as I wrote yesterday, would be a big victory for the Democrats’ principal goal of maximizing the number of migrants who can set foot on American soil to begin with, who consequently could avail themselves of the full range of legal due process protections to which everyone within U.S. territory is entitled, who would be released before their status hearings, and who would be scot-free to live and work in the United States until the Open Borders crowd could implement yet another amnesty.

Instead, the negotiators came to a conclusion that they, at least – if not necessarily many in their respective parties – could accept. There’s no denying that its threadbare reported barrier appropriation figure ($1.375 billion) would leave the current border security situation just about as unacceptable as it is today. So would the reported new quota on detention beds, which represent a big part of Washington’s ability to ensure that individuals arrested for immigration-law and related transgressions show up for hearings.

Final judgment should be withheld until the official text of the deal is released – especially on the beds issue. But some of the worst possible outcomes – from an immigration realist perspective – appear to have been avoided. In particular, although previous votes by Democrats so far haven’t been enough to prevent closet Open Borders supporters like House Speaker Nancy Pelosi from declaring walls to be “immoral,” the new agreement will make this childish position more difficult than ever to take. In addition, the current number of border detention beds is being cut, but not, it seems, by nearly as much as the Democrats recently sought, and the Immigration and Custom Enforcement (ICE) agency apparently will retain flexibility in their location.

Further, as its spokespeople have insisted, there’s a strong argument that President has ample legal authority to build and strengthen more in the way of barriers than the deal approves – even without taking the highly controversial step of declaring a national emergency. For example, as noted by one of my Twitter followers (“TruthHunterMan”), in a variety of circumstances, federal law states that “The Secretary of Defense may provide support for the counterdrug activities or activities to counter transnational organized crime of any other department or agency of the Federal Government or of any State, local, tribal, or foreign law enforcement agency.”

Moreover, this statute specifies that one of the purposes for which this assistance may be provided include “the transportation of supplies and equipment, for the purpose of facilitating counterdrug activities or activities to counter transnational organized crime within or outside the United States” and, more specifically, “Construction of roads and fences and installation of lighting to block drug smuggling corridors across international boundaries of the United States.”

In addition, as stated by White House Acting Chief of Staff Mick Mulvaney, “We will take as much money as you can give us and then we will go find money someplace else legally in order to secure that southern barrier.” So let the search intensify.

Finally, the Trump administration has done a fair job of publicizing the dangers to public safety posed by inadequate border security, but much more is possible. For instance, couldn’t the administration vividly illustrate how limits on detention are forcing the release of dangerous aliens by publishing on a regular basis the names of these individuals and the charges against them? And maybe some mass releases could be conducted regularly, too – with officials reading this information to broadcast news audiences as the migrants in question are set free? That would sure be Must-See TV. 

This strategy would have the added virtues of freeing federal workers – especially low-wage workers employed both directly and indirectly through contractors – of the threat of real economic hardship; of avoiding the forced labor situation that results from requiring essential workers to report to their jobs even if their departments aren’t funded; and of ensuring that the quality of vital services like air traffic control and Department of Homeland Security missions including Coast Guard patrols isn’t dangerously degraded.

Even passage of the latest full Trump proposal wouldn’t have strengthened border security much in the near future. So signing the Congressional compromise clearly wouldn’t produce a fatal setback. The main challenge now before the President is to flip as much of the script as he can, and capitalize on all the opportunities before him to secure as much of the border as America can ASAP.

Following Up: Why the Racism Etc Charges Against Immigration Realists Look Weaker than Ever

Tags

Following Up, Hillary Clinton, Immigration, racism, Trump, xenophobia

Obviously, a recent Grinnell College poll with info on American attitudes towards immigration isn’t the Bible on this subject. But, as reported in Tuesday’s post, it shed an unusual amount of light on charges that immigration realists are racists and xenophobes, and if you doubt my conclusion that it exposed those allegations as hokum (to put it politely) check out these other findings from the survey.

Tuesday’s post focused on differences between Americans who voted for President Trump in 2016 and those who backed Democratic candidate Hillary Clinton (who favored more lenient policies) on defining “real American identity.” It showed that the Trump voters (whose ranks of course included many supporters of more restrictive immigration policies) mostly rejected arguably racist and xenophobic ideas about American identity (e.g., that only Christians could be “real Americans”) and strongly embraced more inclusive definitions (e.g., “real Americans” accept folks with differing racial and religious backgrounds).

Yet the Grinnell survey also asked these two groups for their views of which kinds of immigrants the nation should and shouldn’t admit more of – measured by countries and regions of origin. And the responses send a similar message loud and clear: Trump voters’ views on immigrants from non-white regions and countries are virtually the same as their views on immigrants from majority white regions and countries. Here are the breakdowns, showing whether Trump and Clinton voters favor increasing or decreasing immigration from various countries and regions, whether they’d prefer leaving current levels where they are, or whether they’re not sure (n/s):

Mexico                        Trump                            Clinton

increase                          11                                   36

decrease                         40                                     8

same                               46                                  54

n/s                                    4                                     5

 

China                          Trump                            Clinton

increase                           9                                    23

decrease                        28                                    14

same                             59                                     58

n/s                                  4                                       5

 

India                         Trump                              Clinton

increase                        9                                       28

decrease                      25                                        7

same                           60                                       62

n/s                                6                                         4

 

Canada                   Trump                                Clinton

increase                    19                                        31

decrease                   16                                          7

same                         62                                       58

n/s 4 4

 

Middle East          Trump                                 Clinton

increase                    6                                          28

decrease                 47                                          11

same                       41                                         58

n/s                            5                                           3

 

Europe                Trump                                  Clinton

increase                 13                                          23

decrease                18                                            5

same                      64                                          66

n/s                           4                                            7

 

Caribbean          Trump                                  Clinton

increase                12                                           31

decrease                22                                            4

same                     62                                           60

n/s                          5                                             5

 

Africa               Trump                                     Clinton

increase               10                                            35

decrease              24                                               3

same                    60                                            58

n/s                         5                                               3

These results unmistakably show that it doesn’t make much difference to Trump voters where immigrants come from. Whether they’re arrivals, for example, from Europe (only 13 percent of Trump-ers want their ranks boosted) or Africa (ten percent), Trump-ers generally oppose greater inflows. The big outliers are Canada (19 percent) and the Middle East (six percent). And the degree of outlying isn’t enormous. Moreover, the racism charge looks particularly flimsy considering that the gap between support for more Mexican, Chinese, Indian, African, and Caribbean immigrants on the one hand, and more European immigrants on the other, is within four percentage points.

Could these numbers still support the xenophobia charge? That is, do they show that Trump voters just hate immigrants (and allegedly foreigners) indiscriminately? According to the Grinnell findings, this claim doesn’t make any sense, either. For in every case except Mexico and the Middle East, majorities of Trump supporters say they’re fine with keeping current immigration levels the same. And for some context, the nation currently admits legal immigrants at the rate of about one million each year. (According to the Department of Homeland Security, this number represents “nationals who are granted lawful permanent residence (i.e., immigrants who receive a ‘green card’), admitted as temporary nonimmigrants, granted asylum or refugee status, or are naturalized.)

Of course, polls are far from perfect, and the Grinnell sounding could be an outlier (though I’ve never seen any other surveys going over the same ground). But between the “real Americans” definition and country-of-origin results it reports, it’s at least a challenge to the Open Borders crowd either to explain why these findings are meaningless or misleading, or to produce data consistent with their unflattering description of the Trump supporters – and immigration restrictionists on the whole.

Following Up: More on Those Great New U.S. Manufacturing Jobs Figures

Tags

Following Up, inflation-adjusted wages, Jobs, Labor Department, manufacturing, real wages, Trump, wages

Friday’s post focused on what the new U.S. jobs report that morning (containing December data) revealed about the Trump tariffs’ impact so far on domestic American manufacturing. (Overwhelmingly, they’ve done no harm.) But it’s also worth noting other industry-related highlights of this Labor Department release – and highlights they were.

First, the headline figure (32,000 net new manufacturing jobs created on-month in December) was the best such performance since last December’s 39,000. And the total revisions for October and November together added 3,000 jobs to the results for those two months. (The November and December figures are still preliminary. Further, starting next month, the Labor Department will start publishing revisions of the key data back to January 2014 – which will further change yesterday’s findings.)

Partly as a result of the last few months’ numbers, 2018 stands preliminarily as the best year for U.S. manufacturing job creation (284,000) since 1997 (304,000). The previous December-to-December manufacturing employment gain was 209,000.

Also, manufacturing jobs as a share of total non-farm jobs (the Labor Department’s definition of the total U.S. employment universe) rose to just under 8.55 percent – their highest level since July, 2016 (8.56 percent). At the start of the Trump administration (February, 2017 was its first full month in office), this figure stood at 8.49 percent. In other words, manufacturing payroll growth has been faster than overall payroll growth under President Trump.

Even so, manufacturing’s prior relative employment creation has been so weak that the sector still remains a laggard on this front for the recovery era as a whole.

Since bottoming out in February and March of 2010, manufacturing has regained 1.389 million (60.58 percent) of the 2.293 million jobs it had lost during the Great Recession and its aftermath. Overall private sector employment sank by 8.785 million during the downturn, but since then has regained 20.608 million jobs.

Manufacturing keeps trailing the overall private sector on the pay front, too. In December, pre-inflation manufacturing wages rose by 0.26 percent – considerably slower than the overall private sector’s 0.40 percent.

Year-on-year, current-dollar manufacturing wages are up by 1.98 percent – their best such performance since September, 2017 (2.18 percent). Between the previous Decembers, manufacturing hourly pay before inflation has advanced by 1.75 percent. But overall current-dollar private sector wages improved by 3.15 percent year-on-year in December.

In fact, since the current recovery began, in mid-2009, pre-inflation manufacturing wages have improved by only 18.60 percent. Overall private sector wages are 24.12 percent higher.

Moreover, the gap has been widening. The above figures show that, as of the latest data, private sector wages had grown 29.68 percent faster than manufacturing wages. As of the previous December, the difference was 24.80 percent.

Manufacturing’s pay performance looks even worse after adjusting for inflation. The latest data are from November – when manufacturing’s sequential increase (0.37 percent) actually topped that of the private sector (0.19 percent). (December’s won’t be published until the middle of this month.) But the November figures also show that, whereas private sector wages inched up year-on-year by 0.84 percent, manufacturing paychecks actually dipped by 0.27 percent.

Indeed, real manufacturing wages are cumulatively down by that amount since February, 2016 – meaning that, technically, they remain mired in a long recession (two or more date quarters of net deterioration).

Moreover, during the current economic recovery, inflation-adjusted manufacturing wages have risen less than a tenth as fast (0.47 percent) as private sector wages (4.95 percent). And the gap has widened significantly over the past year, when it stood at a 0.75 percent real wage increase for manufacturing versus a 4.07 percent rise for the private sector overall.

Following Up: Lousy U.S. Auto-Making Productivity and Those GM Layoffs

Tags

automotive, Bureau of Labor Statistics, Detroit automakers, General Motors, GM, Jobs, layoffs, motor vehicles, NAFTA, North American Free Trade Agreement, offshoring, productivity, total factor productivity, Trade, Trump, yoFollowing Up

Yesterday, I posted some data – with a special focus on major victim state Ohio and major victim region Youngstown – providing some badly needed perspective on General Motors newly announced manufacturing jobs layoffs in the United States (along with Canada and other unspecified locations). Today I’d like to follow up with some statistics that shed more light on GM’s decision – and the strengths and weaknesses of the American domestic automobile industry.

There’s no doubt that, as widely noted, many trends and developments are responsible for the new job cuts – which are highly unlikely to be restricted to GM alone. Some of the biggest include changing product mixes (away from smaller vehicles and toward larger vehicles), new technologies (for electric vehicles and self-driving vehicles), and the inevitable waning of the latest “automotive cycle” – that is, a slowdown in auto sales that has been entirely predictable following the sector’s strong recovery from a terrifying downturn during the last recession.

But one industry trend that’s been sorely neglected – and that surely bears heavily on the “Detroit 3” auto companies’ failure to continue producing smaller vehicles profitably at their domestic factories (the plants targeted for closure) – concerns its productivity performance. In a word, it’s been lousy – which supports last week’s post presenting evidence that U.S. metals-using industries like automotive have been using crutches like (foreign government-subsidized and therefore artificially) cheap raw materials, along with massive job and production offshoring, to juice their profits rather than efficiency-enhancing improvements resulting from creating new technologies, investing in new machinery, devising better management techniques, or some combination of these measures.

That post last week featured data showing that the American transportation equipment sector (which of course includes auto manufacturing) has performed relatively well during the current U.S. economic recovery and the previous expansion – though the rate of growth decelerated over that time span. These periods were examined because they were marked by a tremendous increase in American imports of steel over-produced and dumped into the United States by foreign producers, which pushed steel prices way down for reasons having nothing to do with free trade or free markets.

But more detailed statistics make clear that the automotive sector per se lately has fared worse when it comes to total factor productivity – the broadest of two measures of productivity tracked by the Bureau of Labor Statistics, and the productivity measure I examined last week.

During the 2001-2007 American expansion, total factor productivity in the motor vehicles sector actually grew faster than that for transportation equipment overall – 22.70 percent versus 13.38 percent. But from the 2009 start of the current recovery through 2016 (the latest available data), vehicle makers’ total factor productivity advanced by only 2.53 percent – that is, much more slowly than the 9.67 percent improvement registered by transportation equipment overall.

In fact, since achieving a huge (15 percent) snapback in total factor productivity during the recovery’s first year following a deep (12.29 percent) nosedive during the recession, vehicle-makers’ total factor productivity fell by 10.94 percent through 2016. As a result, its total factor productivity hasn’t improved on net since 1989.

Also interesting: Since the U.S. ratification of the North American Free Trade Agreement (NAFTA) in 1993 created a bright green light for automotive production and job offshoring, total factor productivity in American motor vehicle-making is up by only 9.20 percent. That’s a considerably slower rate of progress than for manufacturing overall (20.13 percent), even though automotive trade has figured so heavily in U.S. trade flows with fellow NAFTA signatories Mexico and Canada so far.

I don’t mean to minimize the challenges all automotive manufacturers face given the multi-dimensional crossroads that seems to be arriving rapidly for the sector. What should be glaringly obvious, though, is that they’re unlikely to be met adequately – including producing smaller vehicles profitably, especially if and when oil prices start rising again – with a productivity performance that barely qualifies as second-rate.    

Following Up: Hate Crimes, Trump, and New FBI Data

Tags

African Americans, anti-semitism, FBI, Federal Bureau of Investigation, Following Up, hate crimes, Hispanics, illegal aliens, Islamic terrorism, Jews, Latinos, Muslims, neo-Nazis, Pittsburgh synagogue shooting, racism, Trump, white nationalists, xenophobia

Right after last month’s Pittsburgh synagogue murders, I wrote a post that used FBI hate crimes data to cast doubt on President Trump’s direct or indirect culpability – but closed by noting that the Bureau would soon be issuing numbers that bring the story up to 2017.

“Soon” arrived this week, and the new statistics do provide evidence for a “Trump effect” on hate crimes overall, and on the incidence of anti-semitic hate crimes in particular. At the same time (and I know Never Trump-ers won’t want to see this), much of the evidence is considerably mixed, especially when it comes to the charge that, as presidential candidate and chief executive, Mr. Trump has “activated” violent anti-Semites and other bigots – i.e., he’s emboldened all of them to turn their hatred into attacks on their target groups.

To base my analysis on more data than used in that previous post, I’ve gone back to each of the 2000-2005 years, and continued examining the numbers for each year through 2017. I’ve also looked at two different categories of data that logically shed the most light on these issues – the number of total known incidents for each of these years, and the number of total known offenders. (I also counted up the numbers of victims, but believe that, even though they track well with the other two data sets, they tell us a good deal less about the activation charge. So for brevity’s sake, I’ve left them out.)

The annual figures on total hate crimes incidents typify most of the patterns. The strongest evidence for the Trump effect consists of the changes in the number of incidents and offenders for 2015-2016, and 2016-2017. Recall the Mr. Trump declared his candidacy for president in June, 2015.

Between 2015 and 2016, the incidents figure rose by 4.63 percent, and then jumped by 17.22 percent the following year. The 2016-17 increase was the biggest in percentage terms since that between 2000 and 2001 (a 20.67 percent surge that partly consisted of reactions to the September 11 terror attacks in 2001).

Here, however, is where the activation narrative starts to lose some force. Principally, the 2015-2016 increase was much smaller than that recorded between 2005 and 2006 (7.80 percent). Was then-President George W. Bush unwittingly or not encouraging extremists? Were they becoming activated in opposition to some of his policies, like the Iraq War? The overall hate crimes numbers don’t yield any obvious answers, but clearly among some groups, national tempers were flaring back then.

Another complication: The absolute 2017 number of hate crimes – like the 2016 number – was the biggest in several years. Indeed, 2017’s 7,175 total hate crimes was the highest figure since 2008’s 7,783. But think about that for a moment. It means that the 2008 number was (significantly) higher. So were its counterparts for each year since 2000. Were those years of greater Presidential activation?

It’s tempting to blame a “September 11” effect during those years. Yet the figure for 2000 – the year before the terror strikes – was much higher (8,063) than 2017’s as well.

The offender numbers are even more puzzling from the activation standpoint – since presumably they’re the individuals being activated. They did rise by 14.46 percent between 2014 and 2015 – which covers the first six months of the Trump presidential campaign. But between 2015 and 2016 – when he was running all year and clearly was much more prominent in the national consciousness – the number of offenders actually declined by 2.91 percent.

The following year, Mr. Trump’s first in the Oval Office, offender numbers shot up again – by 10.40 percent. That increase, however, wasn’t that much larger in percentage terms than the rise during the Barack Obama year 2012-2013 (9.06 percent).

Further, looking at the makeup of these numbers (in terms of the target groups) produces even bigger mysteries. Specifically, that big 17.22 percent increase in the total number of hate crimes between 2016 and 2017 was keyed largely by a 37.13 percent jump in incidents targeting Jews. Consequently, the 2017 total reached 938 – the highest figure since, again, 2008 (another George W. Bush year). But as with overall incidents, this means that the 2008 figure (1,013) topped that for 2017 by an impressive margin. In addition, the 2017 total was exceeded no less than six times in all between 2000 and 2008.

More puzzles emerge from the offenders figures. The number targeting Jews increased 8.79 percent between 2015 and 2016, and by 24.23 percent between 2016 and 2017. The absolute numbers for those years (421 and 523, respectively) are also the two highest during the 2000-2017 period. So these figures also seem to bear out the accusation that President Trump has coddled neo-Nazi/”white nationalist” types in various ways and bears some responsibility for their crimes.

But leave aside the objections that Mr. Trump has welcomed Jews into his family, has worked with them in numerous ways during his business career, and has been a staunch supporter of Israel (all of which has enraged some of those neo-Nazis). Why did the numbers of anti-semitic perps skyrocket by 69.40 percent between 2012 and 2013?

Something else that doesn’t dovetail with the activation charges: Although candidate and President Trump have been accused of stoking racism and xenophobia along with anti-Semitism, the data indicate that any Trump effect in regard to African-Americans and Muslims has been much more muted.

The number of incidents figures show that reported hate crimes targeting Muslims nearly doubled between 2014 and 2015 (from 154 to 294), and then climbed by another 21.77 percent the following year. Maybe candidate Trump’s calls for a ban on Muslim immigration into the United States and for registering Muslims in a national data base deserve lots of blame? Possibly. But then why would anti-Muslim hate crimes have dropped by 7.54 percent in the President’s first year in office – when the Muslim ban effort was a top priority, and front-page news, for months.

Moreover, despite the belief that Mr. Trump’s support of “birther” claims against former President Obama, and a 7.65 percent increase in hate crimes against blacks between 2014 and 2015, these numbers have stayed virtually flat over the course of the President’s main campaigning year and his first year in office.

Evidence for Trump-ian activation that’s more compelling comes from the data on anti-Hispanic hate crimes. The numbers of incidents and offenders both rose strongly – by a record 42.73 percent for the former and by 29.21 percent for the latter between 2016 and 2017, when the President kept immigration issues front and center. As with so many of the other statistics, however, the latest absolute Trump Era numbers for both categories remains way below many pre-Trump annual levels.

That’s why it seems reasonably clear to me that the main driver of the hate crimes data isn’t presidential activation, and that it may not be a major influence at all. What are some possible alternative causes? In many cases, real world events. Two examples: First, the numbers of anti-Muslim hate crimes and violent haters arguably rose so robustly from 2014 on because that period has been marked by a shocking number of fatal terrorism strikes launched by Islamic extremists in both the United States and in Europe.

Second, the anti-Hispanic counterparts of these figures were so much higher during the previous decade than they are today because those years featured mounting efforts by the Open Borders lobby – including an unprecedented wage of protest and other forms of activism by illegal immigrants themselves – to demand more rights and government benefits for this illicit population.

This explanation doesn’t seem to apply to the levels and growth rates of anti-semitic hate crimes. But then again, this form of bigotry isn’t often called “the oldest hatred” for nothing. (Racism of course has been an historical constant as well in America and elsewhere.) 

It should go without saying (but maybe not in these highly charged and polarized times) that none of the events and developments cited immediately above can ever justify hate crimes or similar bigoted actions and beliefs. Nor does it signal a belief that the President has handled these incidents on his watch acceptably. As I’ve written repeatedly, he hasn’t. But what should be clear is that anyone seeking to understand anti-semitic and other hate crimes needs to look far beyond the White House.