Tag Archives: North Carolina

The Election Keys

By Jim Ellis — Tuesday, Nov. 5, 2024

2024 Election

When election results are released tonight, several states and districts are worth monitoring because they could provide clues as to what may happen in the rest of the country.

In the presidential race, the first state to follow is North Carolina. With its 16 electoral votes, North Carolina is of critical importance to former President Donald Trump’s campaign. He must win the Tar Heel State. If Vice President Kamala Harris pulls an upset here, the election is effectively over as this would be considered an early round knockout and effectively clinch her national victory.

From Trump’s perspective, the college basketball tournament metaphor is applicable. North Carolina is akin to the first round. Here, Trump must win and advance.

The second key state is Georgia. Similar to North Carolina, a Harris victory here would likely clinch the national election. For Trump, Georgia is analogous to the second round of the basketball tournament. Again, he must win here and advance.

Pennsylvania is the third state to observe. In a way, this is the championship round for Trump. If he wins in North Carolina and Georgia, a Pennsylvania victory would clinch him the national election. Holding North Carolina and converting Georgia and Pennsylvania would allow him to convert the minimum 35 electoral votes he needs to win the national election.

Because he is strong in the other 24 states and the 2nd District of Maine that voted for him twice in past campaigns, the North Carolina-Georgia-Pennsylvania trifecta would clinch 270 electoral votes, and with it, the presidency. For Harris to win, she must take at least one of the three aforementioned states.

The Senate races are currently in flux as more seats are coming into play. Republicans are favored to win the majority, but most of the states will be very close. West Virginia flipping to the Republicans in the person of Gov. Jim Justice will be the first step toward the GOP majority, and this race is virtually a foregone conclusion. A Justice victory here would move the Senate into a 50-50 tie.

The 51st Republican seat is likely to come in Montana where Sen. Jon Tester (D), trailing in virtually every poll from two to eight percentage points, is predicted to lose to retired Navy SEAL and aerospace company CEO Tim Sheehy. Since Montana is a western state and the results will come late into the evening, another state to watch is Ohio, where Sen. Sherrod Brown (D) appears to be teetering in a state that Trump will carry by 8-10 points.

Other tight Senate races in Pennsylvania, Michigan, and Wisconsin, are worth following. Democrats are still favored to win all, but the Republican candidate in each situation is closing fast.

The Republican majority plans will be upset if GOP senators Deb Fischer (R-NE) or Ted Cruz (R-TX) lose their seats in Nebraska and Texas. A Fischer loss would be particularly devastating because she does not even have a Democratic opponent — rather, a strong Independent, Dan Osborn, with backing now from establishment Democrats has a chance to unseat Sen. Fischer who, heretofore, was expected to glide to re-election.

In the House, while Democrats may be slight favorites to wrest the majority away from Republicans, the margin could be as small as one seat. An early evening seat to watch lies in western Connecticut where District 5 Rep. Jahana Hayes (D-Wolcott) is again in a tight battle versus former state Sen. George Logan (R). Rep. Hayes outlasted Logan by just a percentage point in 2022 and, while she is favored to win again, a Logan upset could be a harbinger of other races to come.

Another Eastern time zone seat to watch is in Union County, New Jersey where freshman Rep. Tom Kean Jr. (R-Westfield) battles former Working Parties Executive Director Sue Altman (D) in the state’s 7th CD. Rep. Kean should win this race, but an Altman upset would definitely signal a good night for Democrats.

Moving to the western part in the Eastern time zone brings us to Michigan. Three toss-up races lie there, two of which are open Democratic seats. Should either Republican Tom Barrett or Paul Junge, or both, win close contests in Districts 7 and 8, another good Republican sign would unfold since both campaigns would be conversion victories.

In Michigan District 10, freshman Rep. John James (R-Farmington Hills) fights to hold his politically marginal seat against the man he defeated by less than a percentage point in 2022, retired judge and prosecutor Carl Marlinga. A Democratic victory here to unseat Rep. James would be a major win for them and be a further signal of an impending new Democratic majority.

As we move further west, counting gets slower and political overtime will loom large. Once we get to the many competitive races on the Pacific coast, it is a virtual certainty that it will be weeks before final numbers are released after signature verification of millions of mail ballots is completed.

Just a few days from the election, it is clear that the House outcome could still favor either party. Even at this late date, both are still in position to score legislative trifectas, where the same party controls the presidency, the Senate, and the House. Or, we could just as easily return to divided government. The most likely House scenario features a multitude of close races with many not being decided until well into November.

Harris Cancels Ad Buy; Lake Closes Gap in Arizona; Lawler Hanging On in NY-17; Cartwright Leading in PA-8

By Jim Ellis — Thursday, Oct. 31, 2024

President

Vice President Kamala Harris / Photo by Gage Skidmore

Ad Transfer: Musk Reports Harris Canceling North Carolina Ads — Elon Musk broke the story on X that Vice President Kamala Harris’s campaign is canceling a $1.7 million ad buy in North Carolina. There is a belief that the money will be used for a new ad purchase in Virginia. A recent poll from Quantas Insights (Oct. 22-25; 725 likely Virginia voters) found Harris leading former President Donald Trump by only one percentage point in the Old Dominion. Other polls conducted of the Virginia electorate in the similar time frame, from the Washington Post/George Mason University and Christopher Newport University, see Harris holding much larger leads at six and 11 points, respectively.

The Harris ad move makes sense if the campaign strategists believe there is some weakness in Virginia, and possibly New Hampshire, because Harris winning North Carolina would be a luxury but not a necessity. Winning there would mean an early clinch, but Virginia and New Hampshire are must-wins in order to maintain Harris’s overall winning coalition of states.

Senate

Arizona: Lake Closing the Gap — After a summer of substantially trailing Rep. Ruben Gallego (D-Phoenix) in the open Arizona US Senate race, a trio of polls finds former Phoenix news anchor Kari Lake (R) narrowing the gap between the two contenders.

The three surveys, from The Trafalgar Group, Data Orbital, and AtlasIntel, all taken during the Oct. 24-29 period with sampling universes ranging between 550 and 1,458, see ballot test scores with Lake closing to within four points (Trafalgar) and one point (AtlasIntel), with her actually leading by a point (Data Orbital) in the final survey.

The fact that we see three pollsters coming within the polling margin of error, and one that pushes Lake ahead for the first time since the two candidates were even in a National Republican Congressional Committee at the end of July, suggests that this race should draw more attention in the closing week.

House

NY-17: Rep. Lawler Hanging On — Freshman New York Rep. Mike Lawler (R-Pearl River), one of the most endangered House incumbents for this election cycle, received good news from a new Emerson College poll (for the Hill Newspaper; Oct. 24-26; 475 likely NY-17 voters; multiple sampling techniques). The ballot test found Rep. Lawler leading former Rep. Mondaire Jones (D) by five percentage points, 49-44 percent.

Rep. Lawler unseated then-Democratic Congressional Campaign Committee chairman Sean Patrick Maloney in 2022 from a district that the FiveThirtyEight data organization rated as D+7. The Down Ballot political blog ranks the seat as the sixth most vulnerable district in the House Republican Conference.

PA-8: Rep. Cartwright Leading Again — Six-term Pennsylvania US Rep. Matt Cartwright (D-Moosic/Scranton) has held what was transformed into a Republican seat since former President Trump carried a different version of the district back in 2016. A new Noble Predictive Insights survey (Oct. 23-25; 406 likely PA-8 voters; live interview and text) again finds Democratic Rep. Cartwright leading, this time against GOP businessman Rob Bresnahan, 50-43 percent.

The FiveThirtyEight data organization rates the 8th District as R+8. The Down Ballot political blog ranks the seat as the fourth most vulnerable seat in the Democratic Conference. At this point in early voting, more Democrats have cast ballots, which is typical for Pennsylvania. Republicans, however, are up seven points from their 2020 performance in this district and 10 points when compared to 2022. Conversely, Democrats are off almost seven points from 2020 and 11 points from 2022.

Rep. Cartwright has won his last two elections with 52 and 51 percent in 2020 and 2022. The 2024 election will likely end closer than the Noble poll suggests, but Rep. Cartwright still must be considered the favorite to win another term.

Catholic Voter Survey Results Show Trump Ahead; Michigan Senate Race Heats Up; Rep. Bishop in Tight Georgia Race; Conflicting CA-49 Data

By Jim Ellis — Thursday, Oct. 17, 2024

President

Former President Donald Trump holds a large swing state lead according to a Catholic voter survey.

Catholic Voter Survey: Voters Leaning Toward Trump — The National Catholic Reporter commissioned a voter survey in seven swing states, and particularly in Michigan and Wisconsin, former President Donald Trump has opened a large lead: a dozen points in Michigan and 18 in Wisconsin.

Looking at the seven states as a whole, Trump holds a 50-45 percent advantage over Vice President Kamala Harris within the Catholic sample. The survey was conducted by Mercury Analytics (Oct. 3-8; 1,172 Catholic voters in AZ, GA, MI, NV, NC, PA and WI; online). Harris, however, does well with black (77 percent support) and Hispanic (67 percent support) Catholics within this sampling universe. Trump dominates among white voters with a 16 percent advantage.

Interestingly, the NCR analysis indicated that the Catholic respondents, “were more likely to say they support their preferred candidate for reasons that go against [Catholic] church teaching, with Trump supporters favoring his anti-[illegal] immigration policies and Harris voters backing her views on reproductive rights.”

In the swing states, the largest Catholic percentage of the state population is in Wisconsin (25 percent) and Nevada (25 percent), with Pennsylvania closely following (24 percent). Arizona (21 percent) and Michigan (18 percent) are next, while Georgia (nine percent) and North Carolina (nine percent) lag behind.

Senate

Michigan: Republicans Up Investment — The Fabrizio Ward (R) and Impact Research (D) firms partnered on a Michigan voter poll for AARP (Oct. 2-8; 600 likely Michigan voters from a universe of 1,382 registered Michigan voters; live interview and text) and the results project that Congresswoman Elissa Slotkin (D-Lansing) holds a 49-46 percent edge over former Rep. Mike Rogers (R). The presidential vote, as a point of reference, was tied a 46 percent apiece between Harris and Trump.

The results of this and other similar polls were enough to convince the Senate Leadership Fund to spend an additional $10.5 million in media time. The new expenditure brings the SLF entire investment to $33 million. It appears the three Senate races in which Republicans see recent positive movement are Michigan, Ohio, and Wisconsin.

House

GA-2: Rep. Bishop (D) in Surprising Close Race — Georgia Rep. Sanford Bishop (D-Albany) was first elected to Congress in 1992 and has rarely had a close election. A newly released survey from the co/efficient polling firm (Oct. 3-4; 847 likely GA-2 voters; live interview & text) for Republican nominee Wayne Johnson finds the challenger trailing Rep. Bishop by just three percentage points, 45-42 percent. This is a race that had not been considered competitive and has drawn little in the way of national attention.

Georgia’s 2nd District carries a partisan rating of D+4, according to the FiveThirtyEight data organization. The Down Ballot political blog ranks GA-2 as the 36th most vulnerable seat in the Democratic Conference. Though the seat had not been considered in play, it will now be watched for further developments. Whether outside groups from either side begin spending late money here is a point to be observed.

CA-49: Conflicting Data — As recently as last week, a Survey USA poll of California’s coastal 49th District (Oct. 2-6; 617 likely CA-49 voters) found that three-term Rep. Mike Levin (D-San Juan Capistrano) was comfortably ahead of Republican Matt Gunderson by a 12-point margin, 53-41 percent. Now, the National Republican Congressional Committee has countered with their 1892 organization survey that produces a much different result.

According to the 1892 data (Oct. 5-8; 400 likely CA-49 voters), the gap separating the two candidates is only one point, 46-45 percent, in Rep. Levin’s favor. The nature of this district suggests a close Democratic edge (FiveThirtyEight: D+5), so chances are that the wide range of these two polls likely lands in the middle. Therefore, Rep. Levin must still be viewed as residing in the favorite’s position.

Political Overtime

By Jim Ellis — Monday, Oct. 14, 2024

Election Day

It is quite possible that we will not know the outcome of the presidential election or certainly the US House majority on election night, meaning an undetermined number of days will be required to finally arrive at a definitive winner, or sets of winners in an US House election cycle that promises to deliver multiple tight finishes.

Close elections will bring much scrutiny, and outcomes of several key races in such a situation may not occur until shortly before the state election certification deadline, which in some instances means the middle of December.

There is a strong likelihood that we will see US Senate results on election night. With West Virginia sure to flip from Democrat to Republican and the Montana race today leaning decidedly Republican could mean that a new GOP majority would be announced on election night.

Should, however, an unexpected upset of a Republican member, i.e., Sens. Rick Scott (FL), Deb Fischer (NE), or Ted Cruz (TX), occur, then political overtime is possible, and an extended counting period would come into play if the affected races’ outcomes will determine majority control.

The presidential election is already coming down to seven key swing states, and the domain in this category with the longest certification period is Georgia with a 2024 certification deadline of Dec. 27. The battleground state with the shortest certification period is Nevada, which is Nov. 19.

The unofficial Arizona deadline is Dec. 2; Michigan is Nov. 25; North Carolina will be Nov. 26; and Pennsylvania and Wisconsin are both unofficially scheduled to certify their election results by Nov. 28.

Therefore, if only a few votes in one or more of these states or districts is separating the candidates and the outcome is unclear, then it could be close to a month after election day until we discover a winner. Thus, 2024 could be reminiscent of the 2000 election in Florida, which consumed 36 days to finally determine that George W. Bush had won the state and thereby the election.

The most likely political overtime scenario, however, involves the House majority. Currently, Republicans hold a five-seat edge, but this election could conceivably deliver an even smaller controlling margin to either party. If so, then the races that are forced into political overtime — and in House races there are usually several — will have a direct effect upon which party controls the chamber.

In this case, mid-December could well be the deciding timeline. California and New York, where both states have several competitive races, also have the longest certification periods. In this election year, New York and California election certification deadlines are Dec. 12 and 13, respectively.

Other states where we could see House political overtime are Maine and Alaska, which have certification deadlines of Nov. 25 and 26, while a number of states that feature competitive House races will certify on Dec. 2: Arizona, Colorado, Iowa, Montana, Nebraska, and Virginia.

Even later are Connecticut and Washington (both on Dec. 5), and Oregon on Dec. 12.

While the political world will be in great anticipation of election day, Nov. 5, particularly for determining the House majority, that date may be only the start of what promises to be a laborious and contentious post-election period. At this writing, it appears almost certain that political overtime will be necessary to determine which party will ultimately control a small House majority.

The “Tell Trifecta”

By Jim Ellis — Thursday, Oct. 10, 2024

President

Former President Donald Trump / Photo by Gage Skidmore

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.

Polling Series – Still Anybody’s Game; However, Nevada, Pennsylvania & Wisconsin are Most Critical

By Jim Ellis — Wednesday, Oct. 9, 2024

Swing States

British pollster Redfield & Wilton Strategies released the results of their latest US presidential battleground state polling series for the United Kingdom’s Telegraph publication. The results clearly indicate that the race, with just under a month until election day, is still very much up for grabs.

The series covered nine states, including the domains virtually everyone considers as battlegrounds: Arizona, Georgia, Michigan, Nevada, North Carolina, Pennsylvania, and Wisconsin. The pollsters then added two more that are likely to break for one party or the other with relatively substantial margins: Florida is going to vote for Republican former President Donald Trump, while Minnesota will remain safely in the Democratic column for Vice President Kamala Harris.

The polls were conducted during the Sept. 27-Oct. 2 period, and the sample sizes ranged from a low of 514 respondents in Nevada to a high of 5,686 who participated in Pennsylvania. In the nine states, a total of 18,875 individuals responded to the online poll questions.

Counting Florida and Minnesota in the respective Republican and Democratic columns, the seven battlegrounds all fell into a range of four points, from +2 to -2. Trump led in North Carolina (+2) and Arizona (+1). Harris held the slightest of edges in four states: Michigan (+2), Nevada (+1), Pennsylvania (+1), and Wisconsin (+1). The pair drew dead even in Georgia.

The bottom line is that all of the battlegrounds, according to this data and most other, are in toss-up status and each of the deciding states could still fall to either candidate.

Looking ahead, the most important domain on the current board appears to be North Carolina. The Tar Heel State is a must win for Trump. If Harris wins this state, she will likely claim the national election.

Conversely, if Trump were to hold North Carolina, win Georgia and Pennsylvania, all of which is highly possible, he would clinch the election. Keeping North Carolina in his category and taking both Georgia and Pennsylvania, and assuming the other 24 states and the 2nd District of Maine that all voted for him twice remain in his camp for the 2024 election, means Trump would convert the 35 electoral votes he needs to clinch the presidency.

Should Harris break through in either North Carolina or Georgia, she would be virtually assured of national victory.

Previously, we reported on a Trump under-poll pattern in Nevada, Pennsylvania, and Wisconsin. There we saw either a significant understatement of Trump’s support in the Silver, Keystone, and Badger States, or a surge for him in the final month of the campaign.

In any event, his actual performance in each of these states in 2020 was better than what was indicated in July through October polling by a margin of 2.8 percentage points in Pennsylvania, and 3.7 points in Nevada. Trump outperformed his Wisconsin polling by an even larger 5.93 percent clip.

There is no guarantee that the same 2020 pattern in these states will again occur, but if it does, the three states would cumulatively deliver the 35 electoral votes (NV 6; PA 19; WI 10) that Trump needs to reclaim the White House. Therefore, the Nevada, Pennsylvania, and Wisconsin path is one of the few Trump winning scenarios that would yield a national victory without including the state of Georgia.

Basically, the Redfield and Wilton research again shows that both candidates have a virtually equal chance of winning the November election and will do so with a combination of several of these critical swing domains discussed above.

Moreno Records First Lead in Ohio Senate Race; A Dead Heat in VA-7; In Governors’ Races, Indiana Stays Close, Stein Pulling Away in NC

By Jim Ellis — Monday, Sept. 30, 2024

Senate

Ohio businessman Bernie Moreno (R)

Ohio: Moreno Records First Lead — RMG Research went into the Ohio field with a flash poll (Sept. 18-20; 781 likely Ohio voters; online) and for the first time found Republican challenger Bernie Moreno (R) leading Sen. Sherrod Brown (D). The ballot test posted Moreno to a 47-45 percent edge, and 48-46 percent when respondents who said they are leaning to one candidate or the other were added to the decided total.

Though RMG has produced some questionable recent data, the current Ohio Senate race progression suggests that the overall trend is moving in Moreno’s direction. The three September polls prior to the RMG data release found Sen. Brown’s margin to be 1, 3, and 2 points; therefore, this race is moving toward pure toss-up range.

House

VA-7: Another Dead-Heat Poll — Despite a huge 7:1 advantage in fundraising through the latest published Federal Election Commission campaign finance report (June 30), retired Army Col. Eugene Vindman (D) has not pulled away from Republican Iraq/Afghan War veteran Derrick Anderson (R) in their battle for Virginia’s 7th Congressional District. The new Ragnar Research Partners survey for the Anderson campaign (Sept. 14-17; 400 likely VA-7 voters; live interview) finds the two candidates locked in a dead-heat 43-43 percent tie. In August, the Ragnar data found the two contenders separated by only a 42-41 percent spread in Vindman’s favor.

The 7th District is one of the few competitive open seats in the country. The FiveThirtyEight data organization rates the seat as D+2. The Down Ballot research organization ranks the seat as the 17th most vulnerable seat in the Democratic Conference. Incumbent Rep. Abigail Spanberger (D-Glen Allen) chose not to seek re-election in order to concentrate on a 2025 open race for governor.

Governor

Indiana: Closer Than Expected — The Republicans strength in the Hoosier State suggested that this year’s open governor’s race would not be particularly close. It still may end that way, but a new GBAO survey, conducted for the Democratic Governors Association (Sept. 19-22; 600 likely Indiana voters; live interview & text) currently finds a close ballot test result.

Despite former President Donald Trump leading the presidential race by 10 percentage points according to this Indiana poll, Sen. Mike Braun (R) maintains only a tepid advantage over former Superintendent of Public Instruction Jennifer McCormick (D), 44-41 percent. The poll suggests that Sen. Braun is weak among Republicans, garnering only 80 percent support within his own party. McCormick, according to this data, also has the advantage with Independents by a 42-32 percent clip.

The previously released survey, from Emerson College (Sept. 12-13; 1,000 likely Indiana voters; multiple sampling techniques) found Sen. Braun holding a much more substantial 11-point lead, 45-34 percent.

North Carolina: Stein Pulling Away — Republican gubernatorial nominee Mark Robinson’s recent highly publicized controversy pertaining to past comments and actions is taking its toll. Attorney General Josh Stein (D) is now pulling away from Lt. Gov. Mark Robinson in what was once a close race.

A series of four polls from Emerson College, Victory Insights, the New York Times/Siena College, and Marist College, all conducted between Sept. 15-24, with sample sizes ranging from 600 to 1,348, projects Stein as leading the governor’s race by 8, 5, 10, and 11 points, consecutively. As Robinson’s problems continue to mount, the race moves toward Stein clinching victory. Expect the Democrats to retain control of the Tar Heel State governor’s mansion. Two-term Gov. Roy Cooper (D) is ineligible to seek a third term.