Langdon/Maddox Election 2020 Update - Forum - The Hawthorn Group
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Election 2020 Update Langdon/Maddox Forum David Bates & John Ashford October 15th, 2020 19 Days Until Election Day 2020 Early Voting Started September 4th, 41 Days Ago More Than 14 Million Votes Have Been Cast
Agenda I. The Environment • Drivers • Distractions • Dynamics • Data II. The Races • Presidential • U.S. Senate • U.S. House • Governors and State Legislatures
Drivers • Pandemic • Recession • Schools • Racial Conflict/Riots • Weather • Supreme Court Nomination • Washington Gridlock
Distractions • President’s Taxes • Presidential Debate • President’s Health • GOP/Dem Funding • Minority Support for Dems • Religious Support for GOP • Down-ballot Scandals • President’s Rallies
Dynamics – “Known Unknowns” • COVID Results • Schools/Football • COVID Vaccine • Voting Process/Sites/Weather/Count • Turnout • Early Voting • Straight Tickets • Transfer of Power Concerns • Deadlocked Electoral College
Electoral Gridlock – Decided by NEW U.S. House CURRENT Control of U.S. House Delegations Republicans – 26 Democrats – 23 Split – 1
Data • Presidential Favorability • Presidential Job Approval • Presidential Voter Preference • Money Raised • Advertising Placements • Campaign Activity • Voter Registration/Early Voting • Late/Outlier Polls
Bring Down Title 2020 Election Data
President Trump Favorable/Unfavorable Latest RCP Average: 60 October 13, 2020 55 54.5% T UnFav 50 -11.3% 45 43.2% 40 T Fav 35 1-Jan 1-Feb 1-Mar 1-Apr 1-May 1-Jun 1-Jul 1-Aug 1-Sep 1-Oct Trump Favorable Trump Unfavorable Source: Real Clear Politics
Vice-President Biden Favorable/Unfavorable Latest RCP Average: 60 October 13, 2020 55 51.2% 50 B Fav +7.0 45 44.2% B UnFav 40 35 1-Jan 1-Feb 1-Mar 1-Apr 1-May 1-Jun 1-Jul 1-Aug 1-Sep 1-Oct Biden Favorable Biden Unfavorable Source: Real Clear Politics
President Trump Job Approval in 2020 65 Latest RCP Average: October 13, 2020 60 55 54.2% 50 -9.8 45 44.4% 40 35 1/1/2020 2/1/2020 3/1/2020 4/1/2020 5/1/2020 6/1/2020 7/1/2020 8/1/2020 9/1/2020 10/1/2020 Approve Disapprove Source: Real Clear Politics
Comparative Presidential Job Approval October Job Approval • Clinton ’96 – 57% • Obama ’12 – 52% • W. Bush ’08 – 50% • Trump ’20 – 46% • Carter ’80 – 37% • H.W. Bush ’92 – 33% Source: Gallup
Current RCP Presidential Vote Intention 42.3% 51.6%
State Electoral Vote 2016 Victory = 270 Electoral Votes 12 4 3 3 CT – 7 7 10 DC – 3 4 3 10 29 DE – 3 3 16 MA – 11 MD – 10 6 5 6 20 NJ – 14 20 11 18 NH – 4 6 55 9 5 RI – 4 13 6 10 8 VT – 3 15 11 11 5 7 6 9 9 16 Trump (306) 56.9% 6 38 8 Clinton (232) 43.1% 3 29 Popular: Trump 62,980,160 - 46.4% 4 Clinton 65,853,516 – 48.5%
2020 Eight Tier One Battleground States Iowa 2020 Battleground States Wisconsin Michigan Ohio Pennsylvania North Carolina Arizona Florida ?
2020 Five Tier Two Battleground States Wisconsin 2020 Battleground States Michigan Ohio Pennsylvania R R North Carolina Iowa R Arizona Florida, plus . . . Nevada D Minnesota D New Hampshire Texas Georgia
2020 13 Battleground States – 2016 Winners Wisconsin 2020 Battleground States Michigan Ohio Pennsylvania 10 4 10 North Carolina 16 Iowa 6 20 6 18 Arizona Florida, plus . . . 15 11 Nevada 16 Minnesota 38 New Hampshire 29 Texas Georgia
2020 Battleground States Latest RCP Averages Wisconsin 2020 Battleground States Michigan +9.0 Ohio Pennsylvania +7.2 +11.0 North Carolina +5.2 Iowa +1.2 +6.3 +7.0 Arizona +0.6 Florida, plus . . . +3.2 +4.4 +2.7 Nevada +0.4 Minnesota New Hampshire +3.7 Texas Georgia
2020 Final Battleground States 10/12 Polling Wisconsin 2020 Battleground States Michigan Ohio Pennsylvania +7.2 North Carolina Iowa +1.2 +6.3 +7.0 Arizona +0.6 Florida, plus . . . +3.2 +2.7 +0.4 Georgia +3.7
Biden Leads Trump in 2020 Battlegrounds
Clinton Led Trump in 2016 Battlegrounds
Others’ 2020 Current Presidential Predictions Electoral College •NPR – 290/85/163 •The Economist – 347/191 •Nate Silver – 346/192 •Stuart Rothenberg – 319/31/188 •Larry Sabato – 290/85/163 •Charlie Cook - 290/85/163 Polling (If Election Held Today) •NBC/WSJ – 53/39 •IBD/TIPP– 51.9/43.4 •The Hill– 47/40 •CNBC– 54/41
Hawthorn Presidential Prediction TODAY 65-35 Chance Biden Wins (NOT that Biden will win 65% of the vote, but today there is a 65-35 chance he will win the election)
Bring Down Title U.S. Senate
Current U.S. Senate Republican (53) Democrat (45/2) Dems need net 3 or 4
U.S. Senate 2020 Elections 2 Republican (23) Democrat (12)
Eleven Senate Seats Are Most at Risk of Changing Parties +3.3 +3.7 AL – Jones AZ – McSally +5.0 CO – Gardner +4.8 GA – Purdue (1) +9.0 GA – Loeffler (2) IA – Ernst +8.0 ME – Collins +5.2 MI – Peters +12.0 0.0 MT – Daines 1: +2.8 NC – Tillis 2: Special Elect.* • Warnock (D) – 29.7 SC - Graham • • Loeffler (R) – 23.5 Collins (R) – 21.7 • Lieberman (D) – 6.0 • Tarver (D) – 2.5 Sources: Newsweek, Real Clear Politics, FiveThirtyEight • Slowinski (L) – 1.7
Anti-Collins (R) in Maine
Pro-Tillis (R) in North Carolina
Anti-Graham (R) in South Carolina
Senate Races – Charlie Cook’s View Breakdown of 2020 Senate races 10 THE COOK POLITICAL REPORT 10 7 4 3 1 Solid Democrat Likely Democrat Lean Democrat Toss Up Lean Republican Likely Republican Solid Republican Coons (DE) Peters (MI) Loeffler (GA) Sullivan (AK) McConnell (KY) Cotton (AR) Durbin (IL) Gardner (CO) Perdue (GA) Jones (AL) Risch (ID) Markey (MA) McSally (AZ) Ernst (IA) KS (Roberts) Cassidy (LA) Shaheen (NH) Collins (ME) Cornyn (TX) Hyde-Smith (MS) Smith (MN) Daines (MT) Sasse (NE) Booker (NJ) Tillis (NC) Inhofe (OK) NM (Udall) Graham (SC) Rounds (SD) Merkley (OR) TN (Alexander) Reed (RI) Moore Capito (WV) Warner (VA) WY (Enzi)
Senate Races – Charlie Cook’s View Breakdown of 2020 Senate races 10 THE COOK POLITICAL REPORT 10 7 4 3 1 Solid Democrat Likely Democrat Lean Democrat Toss Up Lean Republican Likely Republican Solid Republican Coons (DE) Durbin (IL) Peters (MI) Gardner (CO) ? Loeffler (GA) Perdue (GA) Sullivan (AK) Jones (AL) McConnell (KY) Cotton (AR) Risch (ID) Markey (MA) McSally (AZ) Ernst (IA) KS (Roberts) Cassidy (LA) Shaheen (NH) Smith (MN) Collins (ME) Daines (MT) ? Cornyn (TX) Hyde-Smith (MS) Sasse (NE) Booker (NJ) Tillis (NC) Inhofe (OK) NM (Udall) Graham (SC) Rounds (SD) Merkley (OR) TN (Alexander) Reed (RI) Moore Capito (WV) Warner (VA) WY (Enzi)
Hawthorn Senate Prediction (Absent a Biden Landslide) Republicans hold Senate by One Seat
Bring Down Title U.S. House of Representatives
116th Congress – Current US House Current US House Republicans (197) 2018 Republican Flip 2018 Republican Hold Democrats (232) 2018 Democratic Flip 2018 Democratic Hold Libertarian (1) Amash – MI-03 Vacant (5) Graves (GA), Hunter (CA), Lewis (GA), Meadows (NC), Ratcliffe (TX)
Hawthorn U.S. House Prediction Democrats Win Slightly Larger Majority (+5 to +15 Seats)
Bring Down Title Governors and State Legislatures
Current Governors Republican (26) Democrat (24)
Governors Up in 2020 Republican (7) Democrat (4)
Cook Governor Predictions A total of 11 governorships are up for grabs in the 2020 election, including two open seats Cook Political Report 2020 governor ratings 5 2 1 1 1 1 Solid Dem ocrat Likely Democrat Lean De mocra t Toss Up Lean Republican Likely Republican Solid Republica n DE — Carney NC — Cooper MT — Open MO – Parson NH — Sununu IN — Holcomb WA — Inslee ND — Burgum UT — Open VT — Scott WV — Justice
Cook Governor Predictions, With Hawthorn Comments A total of 11 governorships are up for grabs in the 2020 election, including two open seats Cook Political Report 2020 governor ratings 5 2 1 1 1 Solid Dem ocrat Likely Democrat Lean De mocra t Toss Up Lean Republican Likely Republican Solid Republica n DE — Carney WA — Inslee NC — Cooper MT — Open MO – Parson NH — Sununu ? IN — Holcomb ND — Burgum UT — Open VT — Scott WV — Justice
In 28 states, both legislative chambers are currently controlled by the GOP, 19 by Dems Party control of state legislatures ■ Republican-controlled ■ Democratic-controlled ■ Split Legislature ■ Non-partisan WA MT VT ME ND OR MN NH ID SD WI NY WY MI IA PA NE NV OH UT IL IN MA CO WV CA MO VA RI KS KY CT NC TN NJ AZ OK NM AR DE SC MD MS AL GA TX AK LA FL HI Sources: Cook Political Report.
Partisan breakdown of state legislative chambers State legislative chambers, by party (pre-2018 and current) ■ Republican-held ■ Democratic-held 65 58 40 33 Prior to 2018 Elections Current Source: Cook Political Report. *Nebraska’s unicameral legislature is not included in these tallies as it is considered non-partisan
Four GOP chambers and two Democratic chambers are considered Toss Ups in 2020 Cook Political Report ratings of 2020 state legislative chambers • Six states (AL, LA, MD, MS, NJ, and VA) are not holding elections in either chamber in Democrat-held seat 2020 Republican-held seat • MI is not holding an election in its upper chamber 10 GOP 9 GOP FL House 8 Dem IA Senate FL Senate GA Senate KS Senate CO Senate 2 Dem, 4 GOP KS House DE Senate GA House IA House OH Senate ME House AK House NC House OH House NV Senate AZ House TX Senate NV Assembly NC Senate 3 Dem AZ Senate WV Senate OR Senate PA Senate MI House WI Senate OR House ME Senate PA House MN Senate WI Assembly WA Senate MN House TX House NH Senate NH House Likely Dem Lean Dem Toss Up Lean GOP Likely GOP Sources: Cook Political Report; Ballotpedia.
Ballot Issues • California • Com/Indus Property Taxes • App-Based Employees • Consumer Privacy Act • Florida – Minimum Wage to $15 by 2026 • Nevada – 50% Renewables by 2030 • New Mexico – Appoint PRC
Election 2020 Update Langdon/Maddox Forum David Bates & John Ashford October 15th, 2020 19 Days Until Election Day 2020 Early Voting Started September 4th, 41 Days Ago More Than 14 Million Votes Have Been Cast
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