When you step back and try to get a sense of the larger picture in the battle between the states and their public-employee unions, two elements emerge. One seems small but could prove decisive, and the other is big and, if I'm seeing it right, carries significant implications.

The seemingly small thing is that the battles in the states, while summoning emotions from all sides, are not at their heart emotional. Yes, a lot of people are waving placards, but it's also true that suddenly everyone's talking about numbers; the numbers are being reported in the press and dissected on talk radio. This state has a $5 billion deficit; that state has projected deficits in the tens of millions. One estimate of New Jersey's bill for health and pension benefits for state workers over the next 30 years is an astounding $100 billion—money the state literally does not have and cannot get. The very force of the math has the heartening effect of squeezing ideology right out of the story. It doesn't matter if you're a liberal or a conservative, it's all about the numbers, and numbers are sobering things.

The rise of arithmetic as a player in the drama is politically promising because when people argue over data and hard facts, and not over ideological loyalties and impulses, progress is more possible. Governors can take their stand, their opponents can take theirs, and if they happen to argue the budget problem doesn't really exist, they'll have to prove it. With numbers.

The big thing that is new has to do with the atmospherics of the drama.

Let's look for a second at one of the most famous battles, in New Jersey. A year ago Chris Christie was sworn in as the new governor. He immediately faced a $10.7 billion deficit and catastrophic debt projections. State and local taxes were already high, so that if he raised them he'd send people racing out of the state. So Mr. Christie came up with a plan. He asked the state's powerful teachers union for two things: a one-year pay freeze—not a cut—and a modest 1.5% contribution to their benefit packages.