US presidential election minus five weeks

Polls and forecast models continue to find little or nothing to separate the two presidential contenders.

All three of the main forecast models are now very much singing from the same song sheet, with The Economist and FiveThirtyEight both putting Kamala Harris’s win probability at 56% and Nate Silver’s differing only insofar as it goes to one decimal place. A very similar story is told by a regularly updated YouGov MRP poll presently drawing on 100,000 respondents, which rates Harris favourite in enough states to get within 13 electoral college votes of a majority and another two (Pennsylvania and Georgia) as toss-ups each with enough votes to get her over the line. Adrian Beaumont’s latest overview is available at The Conversation.

US presidential election minus six weeks

Kamala Harris a slight favourite to win in Nate Silver’s model. Also covered: two Canadian by-elections, a dreadful poll for Keir Starmer, France’s new Prime Minister, a German state election and a socialist wins in Sri Lanka.

Guest post by Adrian Beaumont, who joins us from time to time to provide commentary on elections internationally. Adrian is a paid election analyst for The Conversation. His work for The Conversation can be found here, and his own website is here.

The US presidential election is on November 5. In Nate Silver’s aggregate of US national polls, Kamala Harris has a 49.0-46.3 lead over Donald Trump (49.2-46.2 in my previous US election article for The Conversation on Monday). In presidential elections, the Electoral College is decisive, not the national popular vote. Harris has at least a one-point lead in enough states to win the Electoral College by a 276-262 margin.

In Silver’s model, Harris has a 55% chance to win the Electoral College, up from 54% on Monday. She has been the favourite since last Friday after falling to a 35% win probability on September 9. Previously there had been a large gap between Silver’s and FiveThirtyEight’s models, with Harris favoured more at FiveThirtyEight. But this gap has nearly vanished, with Harris now a 56% win probability at FiveThirtyEight.

Monday’s Conversation article also covered elections for the US House of Representatives and Senate that will be held concurrently with the presidential election. If Harris wins, Democrats have a good chance to regain control of the House, but Republicans are likely to gain Senate control. Democrats are defending seats in three states Trump won easily in 2016 and 2020 and the Senate system favours Republicans owing to two senators per state.

Canada looking bleak for Liberals

Two Canadian federal by-elections occurred on September 16. In LaSalle-Émard-Verdun in Quebec, 91 candidates stood as a protest against first-past-the-post, with most receiving very few votes. The left-wing separatist Quebec Bloc gained from the centre-left Liberals, winning by 28.0-27.2 with 26.1% for the left-wing New Democratic Party (NDP) and 11.6% for the Conservatives. At the 2021 federal election, results in this seat were 42.9% Liberal, 22.1% Quebec Bloc, 19.4% NDP and 7.5% Conservatives.

At the by-election in Elmwood-Transcona in Manitoba, the NDP retained against the Conservatives, but by a much reduced margin. The NDP defeated the Conservatives by 48.1-44.1 with 4.8% for the Liberals. In 2021, the NDP won this seat by 49.7-28.1 with 14.7% for the Liberals.

The next Canadian federal election is due by October 2025. FPTP will be used to elect all 343 seats, with 172 needed for a majority. The CBC poll tracker gives the Conservatives 42.9%, the Liberals 24.1%, the NDP 17.6% and the Quebec Bloc 7.8% (33.5% in Quebec). This would be a Conservative landslide with the seat projection giving them 218 seats, the Liberals 63, the Quebec Bloc 39 and the NDP 21. The Liberals have governed since they won the October 2015 election, though they were reduced to a minority government after the 2019 election.

UK, France, Germany and Sri Lanka

In my previous article in early September, I covered the lack of a honeymoon for UK Labour and PM Keir Starmer after winning the July 4 general election. In an Opinium poll taken last week, Starmer’s net approval had plunged 45 points since the first post-election Opinium poll in mid-July. His net approval is now -26, one point lower than for former Conservative PM Rishi Sunak.

At snap French parliamentary elections in early July, the left-wing NFP alliance won 180 of the 577 seats, President Emmanuel Macron’s Ensemble 159, the far-right National Rally and allies 142 and the conservative Republicans 39. On September 5, Macron appointed the conservative Michel Barnier as his new PM. Last Saturday, Barnier and Macron announced a new cabinet composed of mostly conservative ministers. The NFP is hostile to the new government, so its survival depends on National Rally abstaining on confidence motions.

I previously covered September 1 German state elections in Thuringia and Saxony where the far-right AfD made gains. At last Sunday’s state election in Brandenburg, the centre-left SPD won 32 of the 88 seats (up seven since 2019), the AfD 30 (up seven), the economically left but socially conservative BSW 14 (new) and the conservative CDU 12 (down three). The Greens and Left had won ten seats each in 2019, but were wiped out as neither cleared the 5% threshold.

At last Saturday’s Sri Lankan presidential election, the socialist candidate of the National People’s Power party defeated the establishment candidate by 55.9-44.1 after preferences. The NPP had won just 3.2% in 2019.

US presidential election minus seven weeks

Still anyone’s guess as to who will occupy the White House come February, but it does seem that last week’s debate has moved the dial towards Kamala Harris.

Evidence is starting to emerge of a strengthening in Kamala Harris’s position in the wake of last week’s debate, and while this hardly amounts to a paradigm shift in terms of the popular vote – after rounding to whole numbers, The Economist’s poll aggregate records no change from Harris’s 50-46 lead when the debate was held on September 10 – it’s been enough to move forecast models substantially in her favour. Nate Silver’s model is the most striking case in point, with Trump’s win probability falling from 59.7% to 52.0% just over the past few days, having peaked at 64.4% the day before the debate. After bouncing around 52-48 for a couple of weeks, The Economist’s probability reading now has Harris leading 57-43. FiveThirtyEight’s model remains the most bullish for the Democrats, putting Harris’s win probability at 63%. More from Adrian Beaumont at The Conversation.

US presidential election minus eight weeks

After a fortnight in which the balance of the polls tipped back towards Donald Trump, indications of a clear win to Kamala Harris in yesterday’s debate.

The most robust item on reaction to yesterday’s presidential candidates’ debate, at least so far as I’m aware, is a CNN poll “conducted by text message with 605 registered US voters who said they watched the debate”, which recorded a 63-37 win for Kamala Harris from a sample that going in had a 50-50 split on who they expected to win. This doesn’t quite match the 67-33 result in favour of Trump after the June 27 debate that marked the beginning of the end for Joe Biden, but it isn’t far off, and both seem about as close to decisive as can be expected by the polarised standards of American politics.

It was a win that Harris badly needed, if recent polls and forecast results are any guide. The latter have recorded what looks to my untrained eye like a dividend for Donald Trump from Robert F. Kennedy’s withdrawal, sufficient to reduce the modest lead Harris opened up in The Economist’s model to effectively nothing. Still more striking has been the recent form of Nate Silver’s model, which won the approval of Trump himself by swinging to a 64.4% probability in his favour as of Monday, though it’s since eased to 61.3%. The divergence between the two models, which were hitherto finely matched, appears to be largely down to Silver’s model correcting for an anticipated Harris convention bounce, of which the polls have offered no sign.

Adrian Beaumont has an update on the polling situation in The Conversation, dating from Monday.

US presidential election minus nine weeks

Kamala Harris’ win probability dropping in Nate Silver’s model. Also covered: UK polls since the election, still no new PM in France after the election and two German state elections.

Guest post by Adrian Beaumont, who joins us from time to time to provide commentary on elections internationally. Adrian is a paid election analyst for The Conversation. His work for The Conversation can be found here, and his own website is here.

The US presidential election is on November 5. In Nate Silver’s aggregate of national polls, Kamala Harris has a 48.9-45.5 lead over Donald Trump. In my article for The Conversation last Friday, Harris led by 48.8-45.0. The next important US event is the debate between Harris and Trump next Tuesday (Wednesday at 11am AEST).

It is the Electoral College, not the national popular vote, that is decisive in presidential elections. The Electoral College is expected to be biased to Trump relative to the popular vote, with Harris needing at least a two-point popular vote win in Silver’s model to be the Electoral College favourite.

Harris’ probability of winning the Electoral College in Silver’s model has dropped from 47% last Friday to 42%, with Trump now the favourite at a 58% chance to win. Trump’s win probability has increased every day in this model since August 27, and he’s now at his highest win probability since July 30. Current polling in the most important swing state (Pennsylvania, with 19 electoral votes) only gives Harris a one-point lead, and the model expects further declines for Harris as her convention bounce fades.

UK: no honeymoon for Starmer and Labour after election

At the July 4 UK general election, Labour won a thumping victory with 411 of the 650 House of Commons seats, to 121 Conservatives and 72 Liberal Democrats. This occurred despite Labour winning just 33.7% of the vote, to 23.7% for the Conservatives, 14.3% Reform (but only five seats), 12.2% Lib Dems and 6.7% Greens (four seats).

A new government would normally expect a polling honeymoon, but not this one. There haven’t been many voting intention polls since the election, but a late August BMG poll gave Labour just a 30-26 over the Conservatives with 19% for Reform. A late August More in Common poll gave PM Keir Starmer a net -16 approval rating, while a mid-August Opinium poll had Starmer at -6 after their first poll after the election gave him a +18 net approval. I believe the economic messages from Labour that there’s more pain ahead for the UK are backfiring.

France: still no PM two months after election

The French president (Emmanuel Macron) is the most important French politician, but the system still requires a PM who has the confidence of the lower house of parliament. At snap parliamentary elections that Macron called for June 30 and July 7, the left-wing NFP alliance won 180 of the 577 seats, Macron’s Ensemble 159, the far-right National Rally and allies 142 and the conservative Republicans 39.

While without a majority before the election, Ensemble was in a far better position with 245 seats. On July 23, the NFP agreed on a PM candidate, Lucie Castets, but Macron has no interest in appointing her. A PM needs to be appointed by October 1, the deadline to submit a draft 2025 budget.

Far-right gains at two German state elections

German state elections occurred in Thuringia and Saxony last Sunday. Proportional representation with a 5% threshold was used. In Thuringia, the far-right AfD won 32 of the 88 seats (up ten since 2019), the conservative CDU 23 (up two), the economically left but socially conservative BSW 15 (new), the Left 12 (down 17) and the centre-left SPD six (down two). The Greens and pro-business FDP fell below the 5% threshold and were wiped out.

In Saxony, the CDU won 42 of the 120 seats (down three), the AfD 41 (up three), the BSW 15 (new), the SPD nine (down one), the Greens six (down six) and the Left six (down eight). In Thuringia, the AfD is well short of the 45 seats needed for a majority, and the most likely outcome is a non-AfD government. A year out from the next federal German election, the polls are grim for the current governing coalition of the SPD, Greens and FDP.

US presidential election minus 10 weeks

Soft polling from the crucial state of Pennsylvania costs Kamala Harris her favourite status in Nate Silver’s forecast model, though The Economist has her maintaining the edge.

Polling from the last few days offers some evidence that Kamala Harris is enjoying a modest post-convention bounce, with Nate Silver’s aggregate having her lead on the national popular vote out from 2.3 points to 3.8 points. However, Harris has taken a turn for the worse on Silver’s forecast model, on which Donald Trump is now rated a 52.4% chance of winning with Harris on 47.3%, restoring him to a marginal favouritism he lost at the start of the month. This is entirely down to state-level polling from Pennsylvania, where “it’s been a while since we’ve seen a poll showing her ahead”. However, Harris remains a 56-44 favourite in The Economist’s model, which has hitherto tracked Silver’s very closely. Adrian Beaumont has more at The Conversation.

Adrian Beaumont update at 2:08pm William’s link above referred to an article I published on Sunday.  I’ve done another US article for The Conversation today which incorporates Nate Silver’s latest forecast.

US presidential election minus 11 weeks

Polling from the US settles into an equilibrium suggesting an impossibly close race.

After the extraordinarly upheavals of last month, forecasts and polling aggregates suggest the US presidential election campaign has been in a holding pattern for over a fortnight, in which Kamala Harris leads Donald Trump on the national popular vote by an amount that makes it anyone’s guess as to who should be favoured for the Electoral College. Nate Silver’s model has Harris’s poll lead at 47.0% to 44.5% (Robert F. Kennedy, who is reportedly on the cusp of dropping out and endorsing Trump, is now down to 4.2%), converting to a 53.7% chance of a Harris victory compared with 45.9% for Trump (the balance being “no majority”). At state level, Pennsylvania, Arizona and Nevada are essentially rated dead heats, which would make Pennsylvania the decider. The Economist’s forecast is slightly narrower on win probability, at 51% for Harris and 48% for Trump, but is in all respects remarkably similar to Silver’s. Adrian Beaumont has more at The Conversation.

US presidential election minus 12 weeks

Polls and forecast models suggest Kamala Harris has gained enough ascendancy on the popular vote to make her the favourite in the Electoral College — but only just.

The Economist hasn’t yet returned to the party with a full prediction model yet, but it does have a poll tracker showing Kamala Harris leading Donald Trump by 47.8-45.0 on the national popular vote. The accompanying trend chart is of particular interest in showing the race with a discontinuity between Biden-Trump and Harris-Trump, such that the data for the latter is all from the past few weeks and not a long-term series working of hypothetical match-up polling like other such efforts I’m aware of. What is shows is that Harris was immediately at parity with Trump after the withdrawal of Biden, who trailed by about three points, and that this reflected a bigger drop in the neither-of-the-above vote than Trump’s. The three-point lead Harris is credited with now was opened up over a fortnight of favourable momentum that has tapered off over the past week or two.

Nate Silver’s model now gives Harris a 56.0% chance of an electoral college majority with Trump at 43.5%, a gap that has been slowly widening over the past week or two. The only states it now records as more likely than not to flip to Trump are Arizona and Georgia, with Harris gaining favouritism since the model was launched a fortnight ago in Wisconsin, Michigan, Pennsylvania and Nevada — the difference between her losing the Electoral College 312-226 and winning it 276-262. Any one out of Wisconsin, Michigan or Pennsylvania would tip the balance back to Trump.

Adrian Beaumont’s freshly minted thoughts on the matter can be found at The Conversation.

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