Sunday, May 10, 2020

Last Call For Biden, His Time, Con't

CNN polling guru Harry Enten notes that Joe Biden's six-point lead over Donald Trump has been steady as a rock since January, which means COVID-19 and the Trump Depression might not be affecting how people vote.

Yet.

A new Monmouth University poll finds that former Vice President Joe Biden leads President Donald Trump 50% to 41%. When Rep. Justin Amash is included as the Libertarian Party candidate, it's Biden 47%, Trump 40% and Amash 5%.

The poll is largely in line with the average poll since April that puts Biden 6 points ahead of Trump nationally.

What's the point: Biden's lead is about as steady as it can possibly be. Not only is he up 6 points over the last month or so, but the average of polls since the beginning of the year has him ahead by 6 points. Moreover, all the polls taken since the beginning of 2019 have him up 6 points.

The steadiness in the polls is record breaking. Biden's advantage is the steadiest in a race with an incumbent running since at least 1944. That could mean it'll be harder to change the trajectory of the race going forward, though this remains more than close enough that either candidate could easily win.

To know this, I went back and looked at how all the national polls deviated from each other during January to early May of the election year.

This year, 95% of all the individual polls so far have shown a result within 6 points of the average. That's basically what you'd expect if you took a lot of polls and the race wasn't moving (i.e. the only shifts are statistical noise from sampling). It's a ridiculously small range historically speaking.


The previous low for a similarly constructed 95% confidence interval was 8 points (2012). The median cycle featured a 95% interval of 13 points from the average of polls. In other words, about double the range of the polls we have seen so far in 2020.

Sometimes, of course, the range of results can be even wider than the median cycle. Lyndon Johnson had anywhere from about a 35-point advantage to a more than 60-point lead over Barry Goldwater in the early months of 1964. Jimmy Carter opened 1980 with a 30-point or greater lead in some of the polls over Ronald Reagan. By early May, his lead was down to single digits, and he even trailed Reagan in a few polls.

The 1964, 1980 and 2004 campaigns are of particular interest because they both had shocks to the system within a few months of the beginning of the election year. John Kennedy was assassinated in November 1963, Iranians took Americans hostage in November 1979 and the US captured Saddam Hussein in December 2003. The first two were especially volatile, while 2004 saw some change. George W. Bush's polling edge climbed into the double digits and sometimes north of 15 points in early January 2004. By the end of April, he was trading leads with John Kerry.

This year, we've seen pretty much none of those shifts in the national polls, even as we've had a once-in-a-lifetime health pandemic. That might make you doubt that the polls will move a lot going forward in 2020.

So are the polls wrong?  The national polls were pretty much spot on in 2016, Clinton won the national vote by 3 points, but lost the electoral college because the state polls in 2016 were off by miles, especially in the Rust Belt. State polls in Ohio, Pennsylvania, Michigan and Wisconsin were catastrophically wrong because there were still tons of undecided voters that came in at the last minute for Trump.

But "Biden by six" has been where the national polls have been for nearly 18 months now, and not even a deadly global pandemic and a global depression seems to be shaking that up much at all.

I expect that to change.  People are still in survival mode now, and before that, well, before that the election was more than six months off. People are going to be paying attention, and the question will be how many people are motivated to actually vote in November, or in mail balloting before Election Day.

There's a reason why the GOP is trying to stop voting by mail. It dooms them as a party, and they know it. Turnlut will be more important than the polls this year, and finding a solution to voting in the era of COVID is key. For the GOP, stopping that is their only means of survival and they will do anything to end it.

Just sayin'.

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