Wednesday, October 24, 2018

The Senate: The Election As It Stands

With less than six weeks to go before the midterm elections, lingering partisanship from the Kavanaugh debacle continues to threaten Democratic and Republican held seats, and while there is a great deal of uncertainty in how these races will turn out across the political map, it seems likelier and likelier there will be no change in the US Senate composition, that is, 51 Republicans and 49 Democrats. 

Broad Points 
The Senate continues to look like there may be little to no change in its seat composition. Pundits agree the likelihood of a Democratic controlled Senate has about a one third chance of happening. Though Democrats lead on the generic ballot, and Trump has low levels of approval among voters, the Senate map puts Democrats at a structural disadvantage. Ten Democratic held Senate seats are in states Trump won in 2016, while only one Republican held seat is in a state Clinton won in 2016. Though the Republican majority in the Senate is a narrow two votes, Democrats have much more to lose in this Senate map, and little opportunity to win. 

With that being said, I’m of the personal belief Democrats have a much better shot at taking back the Senate than most seem to credit Though the current map is perhaps one of the most difficult ones for a party such as the Democrats to defend in modern history, the political atmosphere is significantly partisan, and most indicators point to a safer environment for a Democrats. However, the battle for the Senate will be difficult, and the odds are against the Democrats. 

The Democratic Held Seats
Wisconsin, Michigan, Ohio, & Pennsylvania
Trump narrowly won these states by razor thin margins in 2016, surprising many by winning the Democratic leaning “rust belt”. I’m lumping these races together not only because of their shared voter interests, but also because, despite holding Senate races in Trump states, these contests are most likely to be won by the Democratic incumbents. Senators Tammy Baldwin, Debbie Stabenow, Sherrod Brown, and Bob Casey are well liked incumbents, favored in a year where the environment is much more Democratic than usual. Not only are these candidates strong incumbents, but their opponents have failed to push these races into strong competition, leaving these Republicans  sidelined in priority for NRSC (National Republican Senate Committee) funding. Polls continue to show strong leads for all these incumbents, and with strong fundraising advantages, it’s doubtful these states will flip for the Republicans. Expect all four Democrats to maintain their seats in these sates. 

Montana
Montana’s Senate seat is occupied by Democrat Jon Tester. Though Montana voted for Donald Trump over Hillary Clinton by 20.5%, the state has a long history of electing Democrats to the Senate and to its Governorship. In the same election year, incumbent Governor Steve Bullock beat his Republican opponent by roughly four points. Tester’s opponent, State Auditor Matt Rosendale, has managed to catch up to Senator Tester, leaving only a slight lead for the Democratic Senator. However, Tester has significantly outraised his opponent, and can be expected to use this to bolster his lead closer to the election. Republicans hope to flip this seat, but Tester is a well-liked and strong incumbent who has faced competitive elections since 2006. Should all conditions hold stable until November 6th, expect Tester to hold this seat. 

West Virginia 
The epitome of coal-concerned voters, West Virginia voted to elect Donald Trump by over a whopping 42 points. Though Republicans now have a monopoly on the state’s electorate, many voters are former Democrats who will vote for the right candidate. Senator Joe Manchin, then, is the best democrat who could represent his state in the Senate. Moderate on many issues, he manages to stay very popular in his home state. Manchin is facing State Attorney General Patrick Morrisey who has failed to turn this race into a complete toss-up. Despite the state’s strong Republican lean, Manchin has outraised Morrissey and holds a continuous lead in almost every poll. While there is still the opportunity for this state to once more become a complete toss-up, as many thought earlier this year, expect Manchin to win in November 6th. 

Indiana 
Indiana is another traditionally Republican state that occasionally elects Democrats to statewide offices. Incumbent Joe Donnelly is one of those very Democrats, and his seat is yet another priority for Republicans. Indiana voted for President Trump by almost 19 points more than Hillary Clinton, making it an incredibly vulnerable seat to flip. However, Donnelly has made a name for himself as a moderate, even a conservative at times, in order to appeal to the overwhelming majority of Republicans in his state. The strategy has so far proven effective; in almost every poll, Donnelly leads over his opponent, Republican Mike Braun. Furthermore, Donnelly holds a large fundraising advantage over Braun which will be critical in the final weeks of the campaign. Though this is no doubt a tight race, I personally believe Donnelly will be able to overcome the deep Republican presence in the state and get elected to a third term to the Senate. 

Missouri 
Yet another state Trump won by close to 19%, Democratic Incumbent Claire McCaskill is running for a third term to represent Missouri in the US Senate. Though Missouri has quickly changed from a swing state to a solid Republican voting state, McCaskill is still a very powerful force. She managed to unseat Republican incumbent Jim Talent in 2006, and in 2012, she faced Representative Todd Atkin, notorious for his “legitimate rape” gaffe on the campaign. McCaskill ended up winning by over 15% in what should have been a very close race in due part to this scandal. This year, Senator McCaskill is facing State Attorney General Josh Hawley. Though McCaskill has significantly outraised Hawley, polls show this race is a very clear toss-up. I believe in the end Claire McCaskill will narrowly win reelection, only because of her incumbency advantage and significant amount of cash on hand that she can utilize to her advantage. Though Hawley is at a disadvantage in this race, he too can equally claim victory: do not expect McCaskill to win on November 6th. 

Florida
The notorious swing state of Florida narrowly voted to elect Donald Trump by just  over 1%, but by no means is this a Republican stronghold. Incumbent Senator Bill Nelson is fairly popular in the state, and without a strong opponent, he would be expected to win easily. Unfortunately for him, Governor Rick Scott is challenging him for the seat. Governor Rick Scott is quite popular in Florida, as well, though he only narrowly won his election in 2010 and in 2014 - two very strong years for the Republican party. Unlike most Democratic incumbents and challengers, Nelson does not have a fundraising advantage. Rick Scott, however, has a sizeable personal wealth he has claimed he will expend to help his candidacy. Though the race is hotly contested, Nelson has recently seen an uptick in polling numbers for his candidacy where he leads between 2-7 points. In the coming weeks, this race will even out and will continue to be a toss-up. I personally believe Nelson will be able to win, both considering his incumbency and the national environment, as well as the fact that Scott has only barely won races in years where Republicans should have strongly outperformed Democrats by quite a bit, but it’s far from certain. 

North Dakota
Democratic Senator Heidi Heitkamp is running for reelection in the Republican stronghold of North Dakota. President Trump won this state by 36% in 2016, and the seat has become a top priority for Republicans. Kevin Cramer, the sole representative of North Dakota in the House, has stepped up to challenge Heitkamp: a strong, yet still vulnerable incumbent. Recent polls show Senator Heitkamp lagging behind in the polls by around 4%, but the Democrat holds a clear fundraising advantage over her opponent. This is an incredibly tight race that, should polls continue to show a slight lead for Representative Cramer, will most likely fall to the Republicans. Heitkamp is an incredibly strong candidate, though, so don’t expect this seat to be a likely victory to the Republican just yet. 

The Republican Held Seats

Arizona, Nevada, and Tennessee 
These are all Senate races where there is either an open seat or a Republican incumbent in Republican leaning states. They have been written about on this blog (refer to them below), and the state of those races has not changed very much. Polls and fundraising show Nevada as a complete toss-up, while polls indicate Arizona and Tennessee as lean Democratic states. All three races are competitive, but I would conjecture at least Arizona and Nevada will flip. Considering the political environment, Tennessee, with Bredesen at its helm, could also narrowly flip to the Democrats, though his lead has slipped and the Republican, Marsha Blackburn, is doing progressively better in polls. 

Texas 
Though it seems Texas has gotten a lot of attention recently, I’ve recognized Texas as toss-up ever since the 2016 Presidential results. The state is renowned for its strong Republican ties, yet it only voted for President Trump by 9 points over Hillary Clinton. Many recognize the changing demographics make it a prime pick-up for Democrats in the future, but very few believed Texas would become competitive so soon. Ordinarily, even with such a weak margin in electing Trump, it would not be considered a toss-up. However, Democratic challenger Beto O’Rourke has managed to blend charisma with progressive policy to create a very strong campaign against Ted Cruz. Though Senator Cruz could still be described as popular in his home state, he isn’t as popular as he should be, opening up a strong challenge from Representative O’Rourke. Recently, polling has tightened, giving Cruz a very narrow lead. Personally, I have predicted since 2017 that Texas will be either won by Cruz by two points, or O’Rourke will win by an incredibly narrow margin less than 1%. Polls seem to be indicating this is the shape of the race, and I expect it will remain like this until November 6th. 

Wednesday, October 3, 2018

The House: The Election As It Stands

With less than six weeks to go before the midterm elections, much has changed across the political map, and yet, at the same time, we’re exactly where we were six months ago. 

Generic Ballot, as of October 3rd, provided by Five Thirty Eight
The House of Representatives continues to look like the most likely chamber to flip in the 2018 midterms. Pundits, predictors, and race raters all agree the likelihood of a Democratic controlled House is significantly higher (around 70-80%) than a Republican controlled one. The specific reasoning for this lies in the generic ballot, performance of Democrats in special elections, a greater amount of contentious districts, and strong candidates against weaker incumbents. 

The generic ballot polling continues to give Democrats a large lead over Republicans. Aggregators, such as Nate Silver’s 538, give Democrats an approximate eight point lead over Republicans on the generic ballot - an incredibly strong position to be in with less than six weeks until the election. With that said, it’s very possible Democrats win the national popular vote but fail to clinch the 23 districts needed for control of the chamber. Individual polling of toss-up districts continues to show Republicans are in real danger of losing many of their seats, however, so the likelihood of Democrats winning the popular vote but not winning enough seats seems less likely as time goes on. 

Special election results, from 2017 and 2018, spell good news for the Democrats’ house chances. Donald Trump’s stable, yet dismal, approval ratings continue to reflect the majority of voters’ dissatisfaction with his performance thus far in office. His low approval rating is no doubt one of the major reasons why Democratic voters have been far likelier to turnout in special elections over the past two years, and it’s why Democrats have a good chance of flipping the House. Midterms are most often a measure of the people’s opinions on the President and his party. Should the opposing party, the Democrats in this case, beat out the Republicans, it will be an indication of the people’s growing discontent for the current administration. This was especially true in the 2010 and 2014 midterms, where the Republicans won more than 60 seats in the House in the former, then maintained control of the House and won the Senate in the latter. 
Congressional District 2016 Results

Democrats furthermore have the benefit of a greater number of contentious districts to target for this midterm cycle. Hillary Clinton outperformed Donald Trump in 23 Republican held House districts - the exact number needed for Democrats to regain the chamber. Though Democrats will not be able to win all these districts due to strong incumbents or weak challengers, many of them are most certainly in play and are expected to be flipped November 6th. Many more districts are open seats, eliminating any incumbency advantage in several toss-up and reach districts. 

Finally, strong candidates nominated by the Democratic party are putting traditionally Republican districts in play. These include Elissa Slotkin in Michigan’s 8th district, Xochitl Small in New Mexico’s 2nd district, Richard Odeja in West Virgnia’s 3rd district, Paul Davis in Kansas’s 2nd district, and many others. These powerful candidates are beating their opponents in fundraising and on the airwaves with strong ads, and just might be strong enough to push some very Republican districts over the edge for this “wave year”. 

Should Democrats take control of the House, expect many of Trump’s desired policy proposals to be dead in the water, unless somehow compromise can be reached between both aisles . Not only would the House be crucial in stopping Trump’s agenda, but it will also allow Democrats to take reins of the House’s Russia investigation, and possibly even begin the process of impeachment. For both Democrats and Republicans, control of the House will be critical for each party’s respective goals to appease the electorate.