Thursday, October 11, 2012

The Electoral College Map (10/11/12)

On VP debate day there was a flood of new polling; 17 polls in 12 states. Firms were seemingly trying to get in under the wire to set pre-debate baselines for comparison. Nevermind that the list of impactful vice presidential debates is, well, limited. Regardless, this was another good Romney polling day with a few within-range but comparatively rosy datapoints for Obama, post-debate.

New State Polls (10/11/12)
State
Poll
Date
Margin of Error
Sample
Obama
Romney
Undecided
Poll Margin
FHQ Margin
California
10/7-10/9
+/- 4.3%
539 likely voters
53
39
4
+14
+18.78
Colorado
10/4-10/9
+/- 3.0%
1254 likely voters
47
48
2
+1
+1.87
Florida
10/7-10/9
+/- 3.1%
1272 likely voters
48
47
4
+1
+0.98
Florida
10/8-10/10
+/- 3.5%
800 likely voters
44
51
4
+7
--
Massachusetts
10/9-10/11
+/- 3.0%
1051 likely voters
55
41
4
+14
+20.41
Michigan
10/5-10/8
+/- 3.2%
1122 likely voters
46.0
44.4
9.5
+1.6
+5.66
Michigan
10/6-10/8
+/- 4.0%
600 likely voters
49.0
42.3
8.7
+6.7
--
Nevada
10/6-10/9
+/- 4.4%
500 likely voters
47
45
6
+2
+3.99
New Jersey
10/4-10/8
+/- 4.0%
604 likely voters
51
40
10
+11
+13.00
North Carolina
10/9
+/- 4.5%
500 likely voters
48
51
1
+3
+1.37
Ohio
10/7-10/9
+/- 3.1%
994 likely voters
51
45
4
+6
+3.42
Ohio
10/6-10/10
+/- 2.7%
1313 likely voters
45.1
45.9
9.0
+0.8
--
Ohio
10/10
+/- 4.0%
750 likely voters
48
47
3
+1
--
Pennsylvania
10/4-10/8
+/- 4.0%
600 likely voters
50
42
8
+8
+6.82
Virginia
10/4-10/9
+/- 3.0%
1288 likely voters
51
46
3
+5
+2.80
Virginia
10/7-10/9
+/- 3.1%
981 likely voters
47
48
4
+1
--
Wisconsin
10/4-10/9
+/- 3.0%
1327 likely voters
50
47
3
+3
+5.07

Polling Quick Hits:
California:
Much has been and will be made of the drop in the margin in this latest Survey USA poll of the Golden state relative to the one in September. The others and undecideds were stable and Romney's share of support was +4 to Obama's decline of an equivalent four points. Of course, context matters. First, California is not a Romney flip opportunity. Secondly, and perhaps more to the point, that September poll was right after the Democratic convention and this one was right after the first debate. In other words, both results may be a bit overinflated to the extremes. The true measure of the state of play in California seems to be somewhere in the middle; right where the FHQ weighted average margin has things there.

Colorado:
The series of Quinnipiac polls released today represent a bit of a mixed bag of results for both candidates. Two of the three seem right on target -- and in Romney's direction, mind you -- and Colorado is one of those two. The Centennial state continues to be light blue, but the average is tracking steadily in Romney's direction toward a position on the Watch List to switch over to the Toss Up Romney category. Though the average in Colorado has drawn closer post-debate at a rate that is or has been quicker than in Florida, the range of polling there is starting to look like Florida's did before the debate: some one point leads in either direction with the occasional polling advantage stretching out to as much as four points.

Florida:
Speaking of Florida, the two polls out of the Sunshine state today gave differing views of the race. The Marist polls across the board were a pretty good series of surveys for the president, but in the poll-over-poll comparison to the last Marist poll, not much has changed. Obama still leads narrowly. But in contrast with the Mason-Dixon poll, that poll -- or the lack of movement -- looks perhaps a little off. But, then, again, a Romney +7 is also a bit much considering the consistency of close polling in the Sunshine state throughout the year. FHQ's rule of thumb on a poll of this nature is to ask about the last time a state ended up supporting one party's candidate by such a margin in any recent general election. Bush was +5 in 2004 and Clinton was +6 in 1996, so a +7 is not out of the realm of possibility. What is, though, is the notion that Florida would produce that much of a margin one way or the other if the national race was as close as indications are that it will be on November 6. Stated differently, if Florida is +7 on election day, Romney will be doing pretty well across the board in the states defined as toss ups as of now.

Massachusetts:
Meh, a +/-2 since the last PPP survey in the Bay state in September. I feel like Ferris Bueller after the credits have rolled. "It's over. Go home." The data is fabulous and we can thank a competitive senate race for it, but none of it has changed the fact that Massachusetts is a Strong Obama state.

Michigan:
The post-debate data is still coming in in Michigan (and elsewhere), and not surprisingly, things have shifted toward Romney. But the two polls released today offer differing pictures of the extent to which things have swung back to the Republican nominee. Whereas Michigan was a pretty solid Lean Obama state, it has now shifted into an area on the line between the Lean and Toss Up categories. And if you split the difference between the Gravis and Glengariff polls, that's what you get: Obama +4.15. That seems about right: worth Romney pursuing if only to get Obama to spend resources there, but probably [probably] out of the governor's reach.

Nevada:
Changes (October 11)
StateBeforeAfter
NevadaLean ObamaToss Up Obama
The Silver state used to be in a four way cluster of states that included New Hampshire, Michigan and Wisconsin. But post-debate, that picture is a bit different. Yes, the averages overall have compressed, but have done so in different ways. New Hampshire and Nevada have closed more in the polls following the debate than have the two upper midwestern states. The order remains the same, but there is stronger evidence that New Hampshire and Nevada are closer to tied/toss ups than Wisconsin and Michigan in that order. We have dealt with Michigan and we'll get to Wisconsin shortly. Nevada, in the meantime, has slipped into the Toss Up Obama category. And recall that that is saying something. The state moved into the lean category based on the shift in category thresholds prior to the debate and has now moved enough to come back into the new -- lower threshold -- toss up category.

New Jersey:
There isn't really a whole lot to say here. Since the last Philadelphia Inquirer survey, Obama's share of support has held steady while Mitt Romney has gained four points. Both data points hover around where FHQ has the race charted in the Garden state: in the low double digits in the president's direction.

North Carolina:
Rasmussen has over the last week seen little movement, poll-over-poll, in the Tarheel state following the debate. Romney has held steady at a 51% share of support while Obama gained a point. In a strange way this jibes quite well with how North Carolina has been all along: close, tipped toward Romney, but resilient to most external shocks and notions of a uniform national swing from 2008 to now. The battle lines seem to be pretty baked in here in North Carolina.

Ohio:
The trio of polls out of the Buckeye state run the gamut. On the one hand you have a couple of polls indicating a close race with each candidate claiming a lead. On the other, you have a Marist poll showing something akin to an Obama firewall in Ohio. Compared to the other two Marist polls, the margin may be off in Ohio, but the order seems right; that Ohio is on the Obama side of both Florida and Virginia. [Furthermore, that Virginia and Florida are flipped in order relative to where they are on the Spectrum below is more a function of how the margins in each have compressed than any clear indication that Virginia is closer than Florida.] The margin in the Buckeye state is drawing closer, but there is still some scant evidence -- noise perhaps -- that Ohio is still a push to Obama. But the numbers don't lie. There have been eight post-debate polls of the state and six of them have been within a point.

Pennsylvania:
See New Jersey. Stable is the word regarding the poll-over-poll comparison of these Philadelphia Inquirer surveys of Pennsylvania as well. Obama's lead is not as great in Pennsylvania as it is in New Jersey, but it is consistent across these polls though there has been some closing in other polls of the Keystone state following the October 3 debate in Denver.

Virginia:
The across firm comparison of the Q poll and the Marist survey may not be the best approach here. They contradict each other. The Marist polls have shown a closer race in Virginia all along and indicate a small shift toward Romney in the time since the debate. The Q poll also showed a small move, but it was toward the president; a one point change since September. Again, like with Michigan, if you split the difference between the two polls, you end up in the "right" space (...at least as FHQ has it quantified). The average is Obama +2 and the FHQ average margin sits at 2.8 right now.

Wisconsin:
There is some evidence of Romney shift in the Badger state, but we may not have a true sense of that change given the information we are privy to at the moment. The firms that have weighed in following the debates were all firms that had modest Obama leads in their pre-debate polls. The outlets that showed Wisconsin as a double digit Obama advantage have been quiet on this side of the debate. If they close substantially, bringing things in line with where the other pollsters have the race, then perhaps Wisconsin has closed within range of Romney/Ryan flipping the VP nominee's home state. Otherwise the change may level out some as more data from the other polling firms becomes available.


We continue to get more and more data daily, and with it changes to the averages, but those changes have not been reflected on the map or the Electoral College Spectrum. The electoral vote tally is still unchanged, but importantly, Nevada has slid back into the toss up category and New Hampshire/Wisconsin may not be too far behind.

Again, the FHQ formula is conservative. Changes only show up when there is a lot of evidence -- too much? -- to suggest that a state has in fact moved. But therein lies the power of the formula. While it may miss out on minor, daily tweaks to the numbers, when changes do occur they are meaningful alterations. To this point, even though there has been a shift in Mitt Romney's direction following the first debate, Obama continues to maintain leads -- shrinking ones -- in all of the toss up states but one, North Carolina. The degree to which that persists as this race approaches election day given events on the campaign trail is the story right now.

The Electoral College Spectrum1
VT-3
(6)2
WA-12
(158)
NV-6
(257)
AZ-11
(167)
MS-6
(58)
HI-4
(10)
NJ-14
(172)
OH-183
(275/281)
MT-3
(156)
KY-8
(52)
RI-4
(14)
CT-7
(179)
IA-6
(281/263)
IN-11
(153)
AL-9
(44)
NY-29
(43)
NM-5
(184)
VA-13
(294/257)
GA-16
(142)
KS-6
(35)
MD-10
(53)
MN-10
(194)
CO-9
(303/244)
SC-9
(126)
AR-6
(29)
MA-11
(64)
OR-7
(201)
FL-29
(332/235)
NE-5
(117)
AK-3
(23)
IL-20
(84)
PA-20
(221)
NC-15
(206)
ND-3
(112)
OK-7
(20)
CA-55
(139)
MI-16
(237)
SD-3
(191)
TX-38
(109)
ID-4
(13)
DE-3
(142)
WI-10
(247)
MO-10
(188)
WV-5
(71)
WY-3
(9)
ME-4
(146)
NH-4
(251)
TN-11
(178)
LA-8
(66)
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.

Of the states on the outside (of change) looking in, Colorado is probably one worth keeping an eye on. Otherwise, the Watch List below is the group of states most worth looking for new information on. Florida joins that list today after a small but surprising absence following the conventions. The Sunshine state along with the trio at the bottom of the list are the states of most consequence right now.


The Watch List1
State
Switch
Florida
from Toss Up Obama
to Toss Up Romney
Indiana
from Strong Romney
to Lean Romney
Minnesota
from Strong Obama
to Lean Obama
Montana
from Strong Romney
to Lean Romney
Nevada
from Toss Up Obama
to Lean Obama
New Hampshire
from Lean Obama
to Toss Up Obama
Ohio
from Toss Up Obama
to Lean 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. Montana, for example, is close to being a Lean Romney state, but the trajectory of the polling there has been moving the state away from that lean distinction.

Please see:


2012 Debates: Vice Presidential Debate Open Thread

Tonight's vice presidential debate kicks off at 9pm (EST) from Centre College in Danville, KY. The format will be similar to last week's first presidential debate and will be hosted by ABC's Martha Raddatz. It really isn't any mystery as to what to look for tonight. The vice presidential nominees are typically more willing/freer to take the gloves off and play the attack dog role (...unless we're talking about the 2000 Cheney-Lieberman tilt). We'll see if Vice President Biden and Congressman Ryan follow suit tonight.

The same rules apply as last week. Feel free to weigh in with comments and other observations in comments section. I'll pop over periodically respond, but I'll be most active on Twitter (@FHQ). Feel free to follow along there using the hashtag #fhqvpdebate.




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Wednesday, October 10, 2012

The Electoral College Map (10/10/12)

It was another late campaign season Wednesday and with it came eleven new polls from ten states. As has been the case following the first presidential debate last week, the new data continues to indicate a closer race on the state level. But while this has meant a flood of good news for the Romney campaign, it isn't all bad news for the president. Each day usually brings some survey silver lining, but the narrowing race appears to be recalibrating the race to 270 electoral votes to some degree.

New State Polls (10/10/12)
State
Poll
Date
Margin of Error
Sample
Obama
Romney
Undecided
Poll Margin
FHQ Margin
Florida
10/1-10/9
+/- 3.49%
653 likely voters
49
45
4
+4
+1.18
Maine
9/24-9/28
+/- 4.9%
400 likely voters
51
37
10
+14
+14.71
Montana
10/8-10/10
+/- 3.6%
737 likely voters
41
52
6
+11
+9.36
Nevada
10/3-10/8
+/- 2.9%
1222 likely voters
47
46
4
+1
+4.11
Nevada
10/8-10/10
+/- 4.0%
594 likely voters
51
47
2
+4
--
New Hampshire
10/9
+/- 4.5%
500 likely voters
48
48
1
0
+4.73
New Mexico
10/8
+/- 4.5%
500 likely voters
54
43
2
+11
+10.26
Ohio
10/5-10/8
+/- 3.5%
808 likely voters
45
44
8
+1
+3.53
Pennsylvania
10/9
+/- 4.5%
500 likely voters
51
46
1
+5
+6.78
Rhode Island
9/26-10/5
+/- 4.5%
471 likely voters
58.2
32.3
9.5
+25.9
+25.07
Wisconsin
10/9
+/- 4.5%
500 likely voters
51
49
--
+2
+5.16

Polling Quick Hits:
Florida:
One of the day's silver linings for the president came from the UNF poll showing Obama up four points. If the margin seems off following the movement toward Romney, post-debate, then that has more to do with Obama's share of support in this poll than Romney's, but only slightly. The UNF survey has Romney running under his established level of support in the FHQ weighted averages while Obama is above his weighted average share of support by about two points. Now, neither candidates' level of support in this poll is out of the ordinary in terms of the polling information we have to date. But -- and this is a big but -- it is inconsistent with the handful of post-debate polls released out of Florida. Of course, it should be noted that this poll was partially in the field in the time before the first debate.

Maine:
The pre-debate survey of Maine from Pan Atlantic SMS is in line with other polls in the Pine Tree state.  It is safely blue -- statewide -- but we will need some post-debate data to fully assess the state of play in Maine.

Montana:
It took the debate to bring PPP in line with the other polls -- mostly Rasmussen -- of the Treasure state. Montana threatened competitiveness in 2008, but has shifted back toward Romney and the Republicans in 2012 in a way that has been consistent with the notion of a uniform national swing. The simple truth of the matter is that Montana is solidly in Romney's column. It has bounced around between the Lean and Strong Romney categories all year, but that has been sufficiently far out of the Obama campaign's grasp.

Nevada:
The latest poll of the Silver state may also be a silver lining (no pun intended) poll for Obama, but if that is the case, then it is actually good news for the Romney campaign. Of the four post-debate surveys conducted in Nevada none but this PPP survey have shown the advantage for either candidate outside of the one point range in either direction. If +4 Obama is a good result for the president, then it is indicative of the extent to which his lead there has quickly eroded. The poll margin is consistent with the FHQ weighted average margin in Nevada, but has both candidates above their respective weighted average shares of support. But Obama's share in this poll is above the post-debate raw average of polls. Romney's is right on track.

New Hampshire:
New Hampshire is another example of a state like Nevada where there simply isn't enough data post-debate yet. However, the one poll that we now have from Rasmussen -- the only one in the field completely after the debate -- gives some indication of tightening there. In this case, the picture shows Obama hovering around his share of support established in the FHQ weighted averages. Romney, on the other hand, is overperforming his FHQ average level of support in this poll. That, however, may not be overperforming post-debate. That could be evidence of a new normal in the aftermath.

New Mexico:
Once again, the Land of Enchantment continues to show a margin between the candidates in the low double digit range. That hasn't changed in the most recent Rasmussen poll that found both candidates gaining three points since the last pre-debate survey the firm conducted. New Mexico is a safely blue state.

Ohio:
Ohio continues to be a bright spot for Romney following the debate. Of the five polls conducted since the first debate last week only one has shown the race to be beyond a margin of one point in either direction. Sure the FHQ averages still favor the president, but a +/- 1 in Ohio -- like this latest Survey USA poll -- is a lot better than polls that had the governor down by margins in the 4-10 point range before the debate. That is a marked improvement in a state that could be vitally important in the race to 270. And yeah, that is probably understating the Buckeye state's importance. If Romney is within a point in Ohio, then he is likely in very good shape in the (blue) toss up states below it on the Electoral College Spectrum below.

Pennsylvania:
This Rasmussen poll is more evidence of a narrowing, post-debate margin in the Keystone state. It is in the Lean Obama range like the overall FHQ weighted average margin is, but is down six points since the last Rasmussen poll in Pennsylvania. Pennsylvania is still likely out of reach of the Romney campaign, but if it is competitive, that is a state where Romney could really put Obama on the defensive  in terms of resource expenditure. But Pennsylvania is still to Romney what North Carolina was to Obama in 2008. If he wins there, he's already won the White House because of other, more competitive states on the Spectrum.

Rhode Island:
Without any disrespect to the Brown poll, it really isn't telling us all that much. Well, it is, but the information is only confirming what we already knew: Rhode Island is a Strong Obama state.

Wisconsin:
At this point, just look up at the discussion for the majority of other states above. Things are narrowing in the Badger state as well, but we still don't have a lot of data to build a full picture there. Wisconsin isn't Pennsylvania to Romney, but it isn't Ohio either. If it has closed to a margin within the margin of error, then Wisconsin is a state that is a valuable leverage state; one that isn't necessary to get to 270, but one that could get Romney there should Ohio fall through. That, however, would mean that Wisconsin would have to close ground on Ohio in the averages. And that is not inconsistent with the overall toss up state weighted average compression witnessed early on in the post-debate period.


For all the talk of narrowing and compression, none of that has manifest itself on either the map or the the Electoral College Spectrum below. The electoral vote count is still unchanged since July and the basic ordering of states has been maintained on the Spectrum where it most counts; in the middle column. Surprisingly given all the polling information added today, none of the states moved on the Spectrum. That has been rare in the past.

The Electoral College Spectrum1
VT-3
(6)2
WA-12
(158)
NV-6
(257)
AZ-11
(167)
MS-6
(58)
HI-4
(10)
NJ-14
(172)
OH-183
(275/281)
MT-3
(156)
KY-8
(52)
RI-4
(14)
CT-7
(179)
IA-6
(281/263)
IN-11
(153)
AL-9
(44)
NY-29
(43)
NM-5
(184)
VA-13
(294/257)
GA-16
(142)
KS-6
(35)
MD-10
(53)
MN-10
(194)
CO-9
(303/244)
SC-9
(126)
AR-6
(29)
MA-11
(64)
OR-7
(201)
FL-29
(332/235)
NE-5
(117)
AK-3
(23)
IL-20
(84)
PA-20
(221)
NC-15
(206)
ND-3
(112)
OK-7
(20)
CA-55
(139)
MI-16
(237)
SD-3
(191)
TX-38
(109)
ID-4
(13)
DE-3
(142)
WI-10
(247)
MO-10
(188)
WV-5
(71)
WY-3
(9)
ME-4
(146)
NH-4
(251)
TN-11
(178)
LA-8
(66)
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.

One place where the narrowing has shown up here on FHQ is here on the Watch List. New Hampshire slid into position to move back into the Toss Up Obama category on the strength of the tied Rasmussen poll there. Other than that, however, nothing else has changed. Ohio inched further toward shifting off the list, deeper into the Toss Up Obama area. Florida and Wisconsin are probably worth watching in addition to these six states. Both are closing in on claiming spots on the list. Florida to move into the area between both candidates' toss up categories and Wisconsin to close in on the Toss Up Obama category.

The Watch List1
State
Switch
Indiana
from Strong Romney
to Lean Romney
Minnesota
from Strong Obama
to Lean Obama
Montana
from Strong Romney
to Lean Romney
Nevada
from Lean Obama
to Toss Up Obama
New Hampshire
from Lean Obama
to Toss Up Obama
Ohio
from Toss Up Obama
to Lean 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. Montana, for example, is close to being a Lean Romney state, but the trajectory of the polling there has been moving the state away from that lean distinction.

Please see:



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