Here is a bit from a post by Brad DeLong that echos this viewpoint:
Well, the big bourgeoisie--the bankers--are really annoyed at Boehner. Interestingly, they are not so annoyed at Obama: they understand that he has not created this mess.I don't expect this to happen overnight, but I do expect the Republicans to be punished in 2012. It may take a new third party rising in the interim that lures the right wing of the Democrats to form the new opposition and recreate a workable two party system for the US.
With any luck they will draw the lesson that, as Clive Crook put it in one of his few moments of courage, "the Republican Party… deserve[s] political annihilation" for this clown show, and shift their political weight over to supporting the Rubin wing of the Democratic Party.
Of course Obama would move to this new right wing party because "Mr. Change You Can Believe In" didn't bother to mention that he wanted to bring the right wing Republican revolution to the Democratic party. He needs to be leading a party that actually wants to follow him with his centre-right views.