The “Tell Trifecta”

By Jim Ellis — Thursday, Oct. 10, 2024

President

As the presidential map continues to evolve, a set of three states has become the most important indicator toward predicting a winner: Should former President Donald Trump carry North Carolina, Georgia, and Pennsylvania when ballot counting begins on Nov.5, he will win the presidency because the other battleground states simply won’t matter. This “Tell Trifecta” of North Carolina, Georgia, and Pennsylvania — assuming that the 24 states (North Carolina is the 25th) and the 2nd District of Maine all again vote for Trump as they have twice done — would give him exactly the 270 electoral votes necessary to win the presidency.

Should Vice President Kamala Harris break through to claim either North Carolina or Georgia, she will almost assuredly win the national office. Pennsylvania is a key prize, but both candidates have other options to cobble together a 270-vote coalition without winning the Keystone State. Regarding North Carolina, however, the path for Trump would become untenable should he fail to carry the Tar Heel State.

Notice that two of the “tell trifecta” states are affected by the current hurricane that has decimated parts of the southeast. That being the case, is the state of Florida giving us a clue as to what might happen regarding a post-hurricane bounce for one of the candidates?

The New York Times/Siena College new Florida poll (subscriber only) is now in the public domain, and it delivers an astonishing return. FYI, NYT/Siena College ranks 1st on the FiveThirtyEight data organization pollster review chart, from 282 active polling entities. Therefore, it is fair to say that NYT/Siena is the country’s top pollster.

In their just released Florida poll (Sept. 29-Oct. 6; 622 likely Florida voters; live interview), NYT/Siena suddenly finds Trump breaking away from the single-digit leads he has been posting.

In this latest Sunshine State survey, the Trump lead, post hurricane, has expanded to 13 percentage points, 53-40 percent, with the two minor candidates, Libertarian Party leader Chase Oliver and Green Party nominee Jill Stein, included on the ballot. Prior to this poll, Trump had averaged a lead of only 3.5 percentage points from 11 polls conducted in September and early October.

With data we now can examine, it is difficult to explain the reason for the Florida surge. Thus, the timing suggests hurricane management might have something to do with the new result, but nothing is certain at this point.

Looking at the “tell trifecta,” we see nothing yet developing like the NYT/Siena Florida surge. Trump, however, has posted consistent, but small, leads in North Carolina since a published poll last found Harris with a slight advantage (AtlasIntel; Sept. 20-25; Harris +2). Since Sept. 25, Trump has commanded a slight edge over Harris of 1.5 percentage points from nine polls.

Also, since Sept. 25, in Pennsylvania, Trump and Harris are running about even, with Trump just slightly ahead on the cumulative total through nine individual polls.

Turning to Georgia, we see a similar pattern as has developed in North Carolina. Since Sept. 24, Trump has developed an average lead of 1.5 percentage points over seven polls conducted from that date to the present time.

Therefore, is this sudden surge in Florida — as the top-rated pollster in the country, New York Times/Siena College detects — a major outlier or the start of a significant upward trend for former President Trump?

Time will of course tell, but his performance in the “Tell Trifecta” is certainly worth monitoring. Today, however, the three states all look to be trending toward Trump, which would mean a stunning comeback victory for the former president should the present pattern continue or improve.