Thursday, June 18, 2020

Summer Doldrums for Trump

A quick check-in on the state of the presidential election as the days of summer heat up. Any election with an incumbent becomes a referendum election—will the country extend the contract of the guy (so far, always a guy) in office? That is all the more true this year, with Trump’s uniquely polarizing status. Biden is functioning basically as a generic Dem. So long as he doesn’t do anything especially noteworthy, voters will be thinking entirely of the incumbent when they cast ballots. 

Trump’s approval has fallen within a fairly narrow range of 37% at the low (Dec 2018, just after the election) to 46% in April this year. He’s currently at 41%, albeit with a disapproval at near all-time highs (55%). While that approval is contained within a historically tight band, there’s clearly a big difference between 46% and 37%. He “won” the election in 2016 by cobbling together that 46% in all the right places. In polling aggregate (all these numbers are from 538), Biden leads at the moment 50.5% to 43.1%. (Elections differ from polling in that they’re binary; one can’t vote for “not sure.”)

When we look at the electoral college, polling is just as bad. Attached is a table showing state polling aggregates in 17 the states that may be competitive in 2020. Biden leads in fifteen, trailing Trump by less than a point in TX and IA. There are a couple ways to think about these. State polls are often less accurate than national polls, so maybe they’re not reliable. Let’s imagine that there’s a 6% polling error—how would that affect the election? Well, if it went in Trump’s favor, it would still result in a Biden win, 288-250. But errors can go in both directions. If it went in Biden’s favor, he’d win by (at least) a 412-126 margin. (A six percent polling error is a big one, too.)

Polls are snapshots in time. They’re predictive capacity is lower the further out from an election we are, and 4+ months is a long time. But it’s not *that* long. Given Trump’s disregard for democracy and the dangers of election funny business, Dems will remain scared and morose until Biden is sworn in. I feel them! But imagine how morose we’d be if the tables were turned? These are Mondale/Dukakis numbers. It’s a moment of huge turmoil and volatility, but it’s safe to say that Donald Trump approaches the election facing massive headwinds.

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