Friday, September 21, 2012

The Electoral College Map (9/21/12)

Eleven new polls from ten states closed out the work week on Friday. The snapshot offered more of the same even with a series of toss up state polls from Purple Strategies; a firm that has been more favorable to Romney than not throughout the year.

New State Polls (9/21/12)
State
Poll
Date
Margin of Error
Sample
Obama
Romney
Undecided
Poll Margin
FHQ Margin
Arizona
9/15-9/19
+/- 4.0%
600 likely voters
45
48
7
+3
+6.55
California
9/9-9/16
+/- 4.4%
995 likely voters
53
39
6
+14
+19.45
Colorado
9/15-9/19
+/- 4.0%
600 likely voters
48
45
7
+3
+2.56
Florida
9/15-9/19
+/- 4.0%
600 likely voters
47
48
5
+1
+0.62
Georgia
9/18
+/- 4.5%
483 likely voters
35
56
7
+21
+11.30
Michigan
6/12-8/13
+/- 3.08%
1015 adults
39
30
30
+9
+5.40
North Carolina
9/8-9/18
+/- 4.7%
448 registered voters
48
44
5
+4
+1.27
North Carolina
9/15-9/19
+/- 4.0%
600 likely voters
48
46
6
+2
--
Ohio
9/15-9/19
+/- 4.0%
600 likely voters
48
44
8
+4
+3.31
Pennsylvania
9/19
+/- 4.5%
500 likely voters
51
39
7
+12
+7.39
Virginia
9/15-9/19
+/- 4.0%
600 likely voters
46
43
11
+3
+3.10

Polling Quick Hits:
Arizona:
Nowhere was the phenomenon alluded to above more clearly on display than in the Purple Strategies survey of Arizona. Romney has been comfortably ahead in most polls all year in the Grand Canyon state. On average, most have found the race to be well within the Lean Romney category, but a few polls have found the race in Arizona to either be in the toss up area or the strong area. The former occurred more toward the beginning of the year when the Republican nomination race was still ongoing. The latter have popped up -- to the extent they have -- in the late spring and into the summer.  In fact, that had appeared to be the trajectory of polling there -- toward the line separating the lean and strong categories on the Romney side. As such, this latest poll of the state is atypical. The gap may have closed some in Arizona, but we don't have enough evidence to suggest as much at this point. Though it would stand to reason that if the polls have moved in Obama's direction nationally, then that would apply to a peripheral toss up state like Arizona. And Arizona has not really been a toss up state. If it has, it is a toss up state on the order of Pennsylvania on the Obama side: talked about occasionally as a toss up, but with no real evidence to back it up in terms of polling or campaign resource allocation.

California:
PPIC shows a smaller margin than we have seen in other Golden state surveys of late, but a +14 hardly puts California on the board for Romney. It is still blue. Nothing to see here.

Colorado:
Colorado seems to be entrenched in this +2-3 point Obama lead range with very little variability. Sure, the occasional Romney lead will appear -- in the Rasmussen surveys most recently released -- but the evidence continues to point to a small but consistent advantage for the president with few outliers. The changes between this Purple Strategies poll and the last speak to that. There were no changes other than the two candidates dropping a point each since the August survey. Obama still leads by three and that is in line with what the true margin in the Centennial state seem to be.

Florida:
See Colorado. The consistency poll-over-poll that existed in the Purple Strategies polls of Colorado are present in Florida as well. Yes, Obama has the tiniest of leads in the FHQ weighted average of Florida, so the fact that Romney is ahead in this poll is seemingly out of step with average -- unlike Colorado -- but in a state that is basically tied, a one point Romney lead is not any kind of outlier. The Purple Strategies surveys are slightly more Romney-favorable and that tips Romney into the lead in the Sunshine state. But this poll is not only consistent with the last PS poll, but the recent polling in the state as whole.

Georgia:
Changes (September 21)
StateBeforeAfter
GeorgiaLean RomneyStrong Romney
The comedy of the video in the write up to this poll linked above aside -- Obama is at 5% instead of 35% in the graphic -- a 21 point gap in the Peach state is pretty wide. That is not to suggest that it is not possible, rather that we have yet to witness such a margin in Georgia given the scant amount of publicly available data. The Insider Advantage survey represents both the high point for Romney and low point for Obama in Georgia polling conducted this year. Romney had settled into the lower to mid-50s with Obama camped out in the low 40s. This is more polling volatility than anything else.

Michigan:
FHQ will bypass much of this MSU poll. It is outdated and has an inordinate amount of undecided respondents. That has more to do with the fact that the data was gathered over a two month period prior to the conventions than anything else. [Even then, the number of undecideds was very high.] The key thing to look at here -- if there is a key in a poll that was in the field most recently over a month ago -- is the margin. In its proper context, that +9 Obama number is a great deal higher than most of the other polling conducted over the same period. It does, however, fit nicely, albeit out of context, in the post-convention polling of the Great Lakes state.

North Carolina:
One thing that FHQ has been wrong about in the time since the conventions has been the notion that the Obama campaign would pull out of North Carolina sooner rather than later following the Charlotte convention. That Obama is still within striking distance -- much less in the lead in some polls -- in the Tar Heel state says more about the current state of the race than anything else. That Obama is able to play offense in a state that "should" have swung back toward Romney more is not good news for the Republican nominee. That the president is ahead in two non-PPP surveys is even more troubling. PPP had been the only firm showing or continuing to show North Carolina within a point or so for the president. Everything else had shown some movement toward Romney.

Ohio:
There is little to get all that excited about in yet another +3-5 point edge for the president in Ohio. That that type of margin has become customary is, perhaps, the real story. However, in continuing the talking point around the Purple Strategies surveys above. Colorado and Florida may not have budged since last month, but Ohio shifted from Romney +2 to Obama + 4. The intra-firm poll-to-poll consistency is lacking, then, but it does move PS in with other polling in the Buckeye state. Well, the firm is now in line with the FHQ average if still a little behind where the trajectory of looks to be heading post-convention in Ohio.

Pennsylvania:
Look, I'm not one to dwell on the house effects that any given polling firm may have, but if Rasmussen is indicating a twelve point spread in Pennsylvania, then it is pretty clear why neither campaign is actively campaigning in the Keystone state. It just is not all that competitive and the fact that the four point Obama advantage in the July Rasmussen poll has ballooned to three times that is as indicative of that fact as anything else.

Virginia:
See Ohio. An August Romney lead in Virginia is now a September advantage for Obama in the poll-over-poll comparison of Purple Strategies polls. As was the case in Ohio, this survey is in line with the overall FHQ weighted average for Virginia but lags behind where some recent polling has shown the Old Dominion to be.


What all of this means strategically is that Romney is still up against it and even more so with the polls not moving in the Republican nominee's direction where it counts: in the toss up states. The map is only slightly changed with Georgia becoming safer for Romney, but that is a small and inconsequential change when looking at an electoral vote tally that has held steady since July. The stationarity of it all is highlighted by the fact that even with the new data in a series of toss up states, the same basic alignment continues to emerge on the Electoral College Spectrum. Sure, Georgia and Montana switched places as did California and Maryland, but among the toss ups the alignment is the same in the president leads everywhere but North Carolina (...and some of the polling is indicating that even the outlook there may be changing).

The Electoral College Spectrum1
VT-3
(6)2
WA-12
(158)
NH-4
(257)
MO-10
(166)
MS-6
(55)
RI-4
(10)
NJ-14
(172)
OH-183
(275/281)
MT-3
(156)
ND-3
(49)
NY-29
(39)
CT-7
(179)
VA-13
(288/263)
GA-16
(153)
KY-8
(46)
HI-4
(43)
NM-5
(184)
CO-9
(297/250)
IN-11
(137)
AL-9
(38)
MA-11
(54)
MN-10
(194)
IA-6
(303/241)
SC-9
(126)
KS-6
(29)
MD-10
(64)
OR-7
(201)
FL-29
(332/235)
LA-8
(117)
AK-3
(23)
CA-55
(119)
PA-20
(221)
NC-15
(206)
NE-5
(109)
OK-7
(20)
IL-20
(139)
MI-16
(237)
TN-11
(191)
TX-38
(104)
ID-4
(13)
ME-4
(143)
WI-10
(247)
SD-3
(180)
AR-6
(66)
WY-3
(9)
DE-3
(146)
NV-6
(253)
AZ-11
(177)
WV-5
(60)
UT-6
(6)
1 Follow the link for a detailed explanation on how to read the Electoral College Spectrum.

2 The numbers in the parentheses refer to the number of electoral votes a candidate would have if he won all the states ranked prior to that state. If, for example, Romney won all the states up to and including Ohio (all Obama's toss up states plus Ohio), he would have 281 electoral votes. Romney's numbers are only totaled through the states he would need in order to get to 270. In those cases, Obama's number is on the left and Romney's is on the right in italics.

3 Ohio
 is the state where Obama crosses the 270 electoral vote threshold to win the presidential election. That line is referred to as the victory line.

Outside of Florida and Michigan, none of the other states currently on the Watch List were represented in the polling data released today. And it should be noted that Florida and Michigan remain just where they were on the list before the new information was added to the FHQ dataset. Georgia, on the strength of the wide margin in the latest Insider Advantage poll, went from well within the Lean Romney category to well within the Strong Romney category without approaching the Watch List as it passed. That has as much to do with the number of polls conducted in Georgia as it does the impact of that one survey on the FHQ weighted average. The bottom line overall is that the Watch List is today exactly what it was a day ago.

The Watch List1
State
Switch
Florida
from Toss Up Obama
to Toss Up Romney
Michigan
from Lean Obama
to Toss Up Obama
Minnesota
from Lean Obama
to Strong Obama
Nevada
from Toss Up Obama
to Lean Obama
New Mexico
from Strong Obama
to Lean Obama
Wisconsin
from Lean Obama
to Toss Up Obama
1 The Watch list shows those states in the FHQ Weighted Average within a fraction of a point of changing categories. The List is not a trend analysis. It indicates which states are straddling the line between categories and which states are most likely to shift given the introduction of new polling data. New Hampshire, for example, is close to being a Lean Obama state, but the trajectory of the polling there has been moving the state away from that lean distinction.

Please see:


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Thursday, September 20, 2012

The Electoral College Map (9/20/12)

The flurry of new polling releases continued on Thursday with the release of 15 polls from ten states. All ten states have been -- and continue to be -- states on the Obama side of the ledger in varying degrees of safety for the president. Overall, it was a good day for the incumbent with the FHQ weighted averages stretching out more often than not across the group of states below.

New State Polls (9/20/12)
State
Poll
Date
Margin of Error
Sample
Obama
Romney
Undecided
Poll Margin
FHQ Margin
Colorado
9/16-9/18
+/- 3.1%
971 likely voters
50
45
4
+5
+2.53
Connecticut
9/11-9/16
+/- 4.4%
508 likely voters
53
32
12
+21
+11.97
Florida
9/11-9/12
+/- 4.0%
600 likely voters
44
48
9
+4
+0.68
Florida
9/18
+/- 2.82%
1230 likely voters
49
46
4
+3
--
Iowa
9/16-9/18
+/- 3.3%
898 likely voters
50
42
7
+8
+1.91
Iowa
9/19
+/- 4.5%
500 likely voters
44
47
5
+3
--
Massachusetts
9/13-9/17
+/- 5.5%
497 likely voters
60
36
5
+24
+20.16
Michigan
9/15-9/17
+/- 4.0%
600 likely voters
52
38
9
+14
+5.24
Nevada
9/14-9/18
+/- 3.5%
741 likely voters
49
46
4
+3
+4.05
Nevada
9/18
+/- 4.5%
500 likely voters
47
45
3
+2
--
Ohio
9/13-9/15
+/- 4.0%
600 likely voters
47
44
9
+3
+3.29
Pennsylvania
9/18
+/- 2.85%
1214 likely voters
48
42
9
+6
+7.10
Wisconsin
9/17
+/- 4.5%
500 likely voters
49
46
2
+3
+5.06
Wisconsin
9/16-9/18
+/- 3.2%
968 likely voters
50
45
4
+5
--
Wisconsin
9/18-9/19
+/- 3.4%
842 likely voters
52
45
3
+7
--

Polling Quick Hits:
Colorado:
While the president has staked a consistent claim to the lead in the Centennial state, Colorado has remained mostly stationary as compared to some of the other states around it on the Electoral College Spectrum below. The margin there has hovered in the +2  Obama area for a while now and other proximate states have pushed slightly wider; Virginia on one end more toward Ohio and Iowa on the other drawing closer to Colorado.

Connecticut:
Changes (September 20)
StateBeforeAfter
ConnecticutLean ObamaStrong Obama
MichiganToss Up ObamaLean Obama
The UConn/Hartford Courant poll released in Connecticut nails the established Obama share of support, but looks more like an outlier given Romney's share in the low 30s. The former Massachusetts governor has fairly consistently pulled in the support of somewhere in the upper 30s and lower 40s in the Nutmeg state all along. The wide berth between the two candidates in this poll eases Connecticut back in to the Strong Obama category, but we'll need more data to see if this kind of a spread is indicative of a new trend or simply an outlier.

Florida:
The truth of the matter in the Sunshine state is that President Obama has consistently held a two to three point lead in most surveys conducted there over the last month. Are there exceptions to that rule? Yes, but this Caddell poll is not one of them and the overall picture is pretty clear as of right now: Obama leads, but not by an insurmountable margin from the Romney campaign perspective. But the consistency of the lead has to be troubling given the dwindling number of days remaining in the campaign. Losing Florida makes the path to 270 all but impossible for Romney. Sure, various pieces can be put together to get the governor there, but they don't make sense given the order of states that has been established.

Iowa:
Polling has been comparatively light in Iowa of late, and the two new polls out of the Hawkeye state offset each other keeping the overall weighted average pretty much where is started. The Marist poll leans more toward Obama and the Rasmussen poll to Romney. Split the difference and what do you have? A slight Obama advantage that is a little greater than but not inconsistent with the preexisting weighted average.

Massachusetts:
Another day, another poll from Massachusetts. Yeah, the Bay state is still blue. Enough said. Moving on...

Michigan:
The Glengariff poll out of Michigan is similar to the UConn poll of Connecticut. It indicates a larger advantage for the president than has been the case prior to the release of that poll. Unlike that Connecticut poll, however, the survey in Michigan is a little high given where Obama has been in most polls in the Great Lakes state and underestimates -- again relative to the other polls released -- Romney's share of support there as well. But in neither case have these sort of numbers not come up for either candidate in the past. Outlier? Well, the poll is in line with the recent CNN poll in Michigan, but more data is needed here to see where the true average may lie.

Nevada:
The polling has not been as spotty in Nevada as it has been in Iowa, but it is not all that far removed from that level of polling either. That is especially true considering how competitive each appears to be.  The two polls out of the Silver state, however, do not balance each other as was the case with the couple of polls in Iowa. Instead, both, together, offer a clear picture of the state of the race in Nevada currently. Obama leads, but narrowly. And the president's advantage is one that has drawn closer as more data becomes available. While not that long ago, Michigan, Nevada, New Hampshire and Wisconsin were a very tightly knit group of states in the averages, that is no longer the case. Michigan and Wisconsin are moving toward the president while Nevada and New Hampshire are tightening; moving slightly toward Romney, but with Obama maintaining the overall lead in each.

Ohio:
Little has changed in the Buckeye state. Obama continues to lead. Romney has not led in a survey there since the Gravis poll conducted during the week of the Democratic convention (on the heels of the GOP convention in Tampa). The question is more one of how much Obama is ahead rather than how competitive Romney has been in Ohio. The former overshadows the latter but doesn't dominate it; doesn't make Ohio any less a toss up state. But the weighted average in Ohio is gradually ticking upward as more polls in the 3-7 point range continue to emerge.

Pennsylvania:
The Keystone state just simply isn't on the radar now. Pennsylvania is a Lean Obama state and has shown no signs of budging. Obama is and has been camped out in the upper 40s or lower 50s and Romney has carved out a position in the low to mid-40s. That has been the case throughout 2012 and is the case in the We Ask America poll released today. And while that is not a killer for the Romney camp, that is one less opportunity for them to play offense or to at least force the president to play defense there.

Wisconsin:
It was another multiple poll day in the Badger state and it offered a bit of a mixed bag for the two major party candidates. Again, the margins are less important than the consistency of where Obama is in terms of his share of support across all three newly released surveys. The president is has crossed the 50% barrier in four of the five polls out in the last couple of days and is at 49% in the other. Pulling that down some over the remaining days of the campaign is undoubtedly incumbent on the Romney campaign, but that is easier said than done.


If Michigan and Wisconsin are no longer toss ups -- and neither is in the averages as of today -- that is two less targets for the Romney campaign to make the president play defense. Now, to be sure, the Romney folks are playing offense to varying levels in both states, but if the number of toss ups diminishes to the Nevada through North Carolina grouping of states, that makes it much more likely that the campaigns pour all of their resources into those states and essentially cancel each other out. That is a difficult environment in which for a challenger to make up ground. That is even more the case when it is considered that the only time the polls have really moved in any noticeable way was after the Democratic convention when the Obama campaign seemingly consolidated the Democratic base.

The map obviously sees Michigan jump into the less competitive Lean category and Connecticut move likewise, but from Lean to Strong Obama. Below on the Spectrum, things from a meta view did not change all that much; at least not where it counts the most. The alignment of the toss up states remains the same even as the group has lost a couple of members over the last couple of days (Michigan and Wisconsin). The bottom line is the same as it has been strategically. With the exception of North Carolina, Romney trails Obama in all of the toss up states. And though it has changed somewhat, there is a fairly clear hierarchy to that list. The Nevada-Virginia group is separated from the Colorado-Iowa group is separated from the Florida-North Carolina group. Hierarchy aside for a moment, Romney is going to need all of those states to crack 270. FHQ says that because -- as things are now -- Virginia, Ohio, New Hampshire and Nevada are all likely to break together given how proximate they are to each other. That is a steep climb for Romney but not one that a two to four point shift nationally in the closing days won't correct. But in a cycle without many two to four point shifts that really is a tall order for the Republican.

The Electoral College Spectrum1
VT-3
(6)2
WA-12
(158)
NH-4
(257)
MO-10
(166)
MS-6
(55)
RI-4
(10)
NJ-14
(172)
OH-183
(275/281)
GA-16
(156)
ND-3
(49)
NY-29
(39)
CT-7
(179)
VA-13
(288/263)
MT-3
(140)
KY-8
(46)
HI-4
(43)
NM-5
(184)
CO-9
(297/250)
IN-11
(137)
AL-9
(38)
MA-11
(54)
MN-10
(194)
IA-6
(303/241)
SC-9
(126)
KS-6
(29)
CA-55
(109)
OR-7
(201)
FL-29
(332/235)
LA-8
(117)
AK-3
(23)
MD-10
(119)
PA-20
(221)
NC-15
(206)
NE-5
(109)
OK-7
(20)
IL-20
(139)
MI-16
(237)
TN-11
(191)
TX-38
(104)
ID-4
(13)
ME-4
(143)
WI-10
(247)
SD-3
(180)
AR-6
(66)
WY-3
(9)
DE-3
(146)
NV-6
(253)
AZ-11
(177)
WV-5
(60)
UT-6
(6)
1 Follow the link for a detailed explanation on how to read the Electoral College Spectrum.

2 The numbers in the parentheses refer to the number of electoral votes a candidate would have if he won all the states ranked prior to that state. If, for example, Romney won all the states up to and including Ohio (all Obama's toss up states plus Ohio), he would have 281 electoral votes. Romney's numbers are only totaled through the states he would need in order to get to 270. In those cases, Obama's number is on the left and Romney's is on the right in italics.

3 Ohio
 is the state where Obama crosses the 270 electoral vote threshold to win the presidential election. That line is referred to as the victory line.

Shifting gears to the Watch List, little has fundamentally changed. The list has been pared back some -- now down to just seven states on the cusp of changing categories -- but is largely about the same group of states: Florida and now with the loss of New Hampshire (to a more competitive spot, mind you) the trio of states including Michigan, Wisconsin and Nevada. The remaining three states on the list are less competitive but are hovering on the Lean/Strong line.

The Watch List1
State
Switch
Florida
from Toss Up Obama
to Toss Up Romney
Michigan
from Lean Obama
to Toss Up Obama
Minnesota
from Lean Obama
to Strong Obama
Nevada
from Toss Up Obama
to Lean Obama
New Mexico
from Strong Obama
to Lean Obama
Wisconsin
from Lean Obama
to Toss Up Obama
1 The Watch list shows those states in the FHQ Weighted Average within a fraction of a point of changing categories. The List is not a trend analysis. It indicates which states are straddling the line between categories and which states are most likely to shift given the introduction of new polling data. New Hampshire, for example, is close to being a Lean Obama state, but the trajectory of the polling there has been moving the state away from that lean distinction.

Please see:


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