2.03.2008

In new wave of polls, Obama takes lead in California and candidates tie in major battlegrounds

Zogby just released its first wave of tracking polls from key Super Tuesday states -- including the first California poll in a few days. And overall these surveys are very good news for Obama supporters, as well as for backers of John McCain... though there is unexpected good news for Mitt Romney as well. Add to this a few other polls released over the past few hours, including the notorious Field poll, and we are in for a wild ride to Super Tuesday.

In the fascinating Clinton-Obama showdown, the numbers are now tight across the board. Only a few states that are being polled (New York, Illinois, Georgia) have a clear leader. The rest of the states -- including some very major contests like CT, NJ, MA, AZ, NM, CA, MO, AL -- are way too close to predict at this point.

This means that the delegate count will be excruciatingly close come Wednesday morning, whether or not one of the candidate pulls ahead in the next two days. But also consider that, with Obama and Clinton separated by a few points in all those states and the campaign now national, Obama could post a massive across-the-board victory in most of these contests on Tuesday night by just gaining a few more points until then. Even if he only prevails by 2-3% each in California, Missouri, Connecticut, Alabama, Arizona, New Jersey and he splits the delegates equally with Clinton, it will clearly be seen as a major victory for Barack. Similarly, a recovery of just a few points -- or a stabilization -- by Clinton could mean that she sweeps all those races, and she would emerge of Super Tuesday as the survivor.

Remember, the race will be analyzed as a delegate contest only if the candidates split the major states pretty much equally. And 72 hours from polls closing, the race is in such flux that a sweep is very much possible -- by either candidate.

And with that, let's get to the polls and let's start with the numbers from California, as we have truly stunning numbers for both parties:

  • Zogby shows Barack Obama ahead, 45% to 41%. Obama pulls off this stunning come back because of his strength among independents, men and African-American. Clinton's lead among women is "only" 11%, though it is worth noting that she shows no sign of weakening among Hispanic (64% to 29%).

  • The Field poll, meanwhile, shows Clinton up 34% to 32% for Obama with 18% of voters undecideds, a high number which makes it hard to compare this survey with Zogby's. The Field poll is known as by far the best poll of California. Two weeks ago, this poll had Clinton up 12%. One reason for this decline is Obama's massive lead among independents, 54% to 32%. Clinton leads among registered Democrats, 37% to 31%. However, the poll was conducted from January 25th to February 1st, so it is unclear how useful of an indicator it is of what is happening in the state, and the low numbers the two candidates are getting is also due to the fact Edwards was in the race for some of this time.

  • Both polls have numbers for the GOP race as well. And believe it or not, California is one state in which Romney could actually prevail. Don't forget that the GOP contest here is a closed primary. The Field poll has McCain leading 32% to 24%, with Huckabee at 13% and Ron Paul at 10%.
  • The Zogby poll, however, has Romney leading 37% to McCain's 34%. Huckabee gets 12%. Romney is ahead 56% to 18% among very conservative voters.
  • We also got a poll from Suffolk earlier tonight, which showed McCain 39% to 32%.
  • The Field poll also tried general election numbers and shows Clinton up 45% to 43% and Obama up 47% to 40% against McCain in California, suggesting that there is a major anti-Clinton mood in California right now. The New York Senator led her Arizona colleague by double-digits just two weeks ago.
There were signs pointing to Clinton's collapse in the state in polls released last week but Zogby's is the first that shows Obama in the lead. Unfortunately, neither Zogby nor the Field Poll give us any indication of how the early vote breakdowns are affecting the results. With about 25% of the electorate having already locked in their vote, where do these voters fall? It seems unthinkable that early-voting is not taken into account, but it is also really strange that there is no mention of that in either survey!

Clinton should also be reassured that she has kept her lead among Hispanics despite Obama's efforts to cut his losses there. But Clinton is certainly losing her hope of getting a big delegate lead out of California. No one will claim the lion's share of the state's 370 pledged delegates.

Among Republicans, the fact that Romney is staying alive is truly stunning. And he will certainly be able to press on if he pulls off a victory here. But let's not overestimate the impact of even such an unexpected exploit: California is not a winner-take-all state, so McCain will not be shut out of delegates no matter what. But contests where McCain seems untouchable right now (CT, NJ, NY, AZ) are winner-take-all. And Romney will be shut out of delegates there.

Next we have unexpectedly tightening numbers in another state Clinton has to do well in, New Jersey. The last two polls had Clinton up 6 and 12, and two new polls released tonight paint even more opposite pictures:

  • Zogby's poll has Clinton having entirely collapsed, edging out Obama 43% to 42% edge. Clinton is ahead among women by only 9% and is holding on to a big lead among whites and liberals; Obama is crushing Clinton among blacks (74-16).
  • But Clinton should be reassured by a Monmouth survey that has her up 50% to 36%. One big difference is that Obama's lead among African-American is much less pronounced (57% to 24%). The poll was taken from Wednesday to Friday, so it greatly overlaps with Zogby's.
  • Among Republicans, McCain shows no sign of trembling and is likely to get all of the state's delegates. He is ahead 55% to 23% for Romney in the Monmouth poll, almost exactly the same as Zogby's 54% to 23%.
The Tri-State area is clearly no longer a Clinton stronghold, though New Jersey is still looking a bit better for Hillary than Connecticut. There is no question that losing one of the area's three states could be a blow to Clinton, but losing two could be a terrible symbol (I don't think there is much of a need to say what would happen if Clinton loses New York), and one that many newspapers will lead with since press time will come before the victors are known in the Western states.

Zogby provides us also with numbers from Missouri, one of the most fascinating battlegrounds of Super Tuesday:

  • Here again, the Clinton-Obama dual is completely tied, with Clinton at 44% and Obama at 43%. Clinton does better among liberals, and Obama among independents. These numbers are consistent with other polls we have seen over the past two days that have consistently shown a toss-up in this state.

  • Among Republicans, McCain is up 36% to Huckabee's 27% and Romney's 22%. This contest is also winner-take-all for the GOP, so even such a small victory could give McCain 100% of the delegates. If Romney and Huckabee want to prevent McCain from getting the nomination on Tuesday, they have to stop him from getting Missouri's delegates as that -- combined with those from the Tri-State area -- could really give him too big a lead.
Zogby finishes things off with numbers from two states that are heading towards landslides:

  • In Georgia, Barack Obama is ahead 48% to 28%, confirming other polls of this past week. Georgia's demographics are similar to South Carolina's. Also, 23% of voters are still "undecided/someone else," more than in other Zogby surveys, which suggests a lot of Georgia Democrats might be willing to go for John Edwards.
  • In New York, meanwhile, McCain is not looking back. He is ahead 49% to 23% against Romney, with Huckabee at 8%.
As an extra bonus, Rasmussen released numbers from a rarely polled state that has a significant number of delegates, Arizona. And the numbers are tight in both parties, surprisingly so given that this is McCain's home state:

  • He is leading 43% to 34% in this winner-take-all contest. Arizona is a closed primary, suggesting that the state's conservative voters are not enthusiastic about their Senator.
  • In the Democratic race, Clinton is ahead 46% to 41%.
The race to the finish will be fascinating to watch.

Update, in answer to comments: (1) As I said, the early-vote results cannot be not be included in these polls even though it is not made explicit. It would make no sense for the pollsters to ignore it, and it's not like it's hard to include voters who have already voted. Whether Clinton actually has an advantage because of this, as one comment pointed out, can be debated. Were the people who voted Clinton early voters who would have backed her anyway? Or might some of them have changed their mind?
(2) It is silly to accuse me Obama-bias because I point out that he is rising in polls ... which he is. These surveys show Obama gaining on Clinton. In states like Missouri and California, he was down by more than 15% a week ago so his come back is undeniably impressive. Today, all polls show him tied in such battlegrounds. There is no question Obama has surged, but there is also no question that he has not surged enough to take a lead in any of these state but Georgia. As I have said repeatedly, Clinton has not sank because she started off strong enough that her decline of support has resulted in a tie. And I certainly believe (as I said) that both candidates could sweep the close state by just a 1-2% uptick in their national standing.
So everyone stay chill. Polls are polls and there is so much flux in the race right now (Edwards's withdrawal, debate) that very little will be surprising come Tuesday.

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1.23.2008

Count no one out: Florida is wide open (for Republicans, that is)

Four new polls out of Florida today show different leaders and varying margins. The one vague consensus appears to be that it's a McCain versus Romney race with Giuliani and Huckabee lagging behind but well within striking distance. To the numbers:

  • The most reputable poll is the St. Petersburg Times's. It has John McCain at 25% with Romney at 23%, with Huckabee and Giuliani at 13%. The poll was conducted prior to Thompson's dropping out and has the former candidate at 4%.
  • We also get Democratic numbers from this survey, with Hillary up 42% to 23% for Obama and 12% for Edwards.

  • McCain is also ahead in the new Strategic Vision poll which has him up 25% to 22% on Giuliani, with Romney at 20% and Huckabee at 18%. Thompson got 6% in this survey.
  • A week ago, Strategic Vision showed McCain ahead 27% to 20% to Huckabee, with Romney at 17%, so the race has tightened.

  • And Romney fans get to celebrate because the former governor is up in two other polls. First, an Insider Advantage poll that has him at 24%, with Giuliani at 19%, McCain at 18%, and Huckabee at 12%.
  • Second, a PPP survey has Romney leading 28% to McCain's 25%, Giuliani's 19% and Huckabee's 15%.
Huckabee at this point is the only candidate among the top four who is retreating from the Sunshine State. Though he led in some polls here back in the days of his national surge in November, Huckabee doesn't have the money to compete here and expect to see him declining in the coming days. The question, of course, is who Huckabee defectors end up voting for.

Giuliani has put everything in Florida and it seems that he will leave everything there as well if he loses the state. He is spending about $375,000 a day right now, and he is still close enough to hope that investment yields him a victory next Tuesday. Helping Giuliani is the fact that McCain appears to be having some money problem that has forced him to attend fundraisers these past few days instead of traveling around Florida (yet again, this is probably the best time to spend time raising money, given that the campaign will go national immediately after Florida).

But every one is at a loss to explain why Giuliani is still refusing to go after McCain in what could be his only hope of hoping the Senator's momentum at this point. Today, Giuliani released a web video criticizing McCain's opposition to a national catastrophic fund -- but such an attack only has a chance of doing any damage if it is aired on TV or in mailers, of course, not on the Internet. (Update: The WaPo's Fix has a link to this web video and also wonders why Giuliani is not going all-out with this issue that Chris Cillizza describes as a rare clear policy difference that could be a huge political winner. A puzzled Cillizza adds, "We tried to get to the bottom of this decision, speaking with any number of Giuliani advisers. They insisted that the decision not to put the ad on television had nothing to do with money.")

One more reason to not dismiss Giuliani's chances at a strong showing: Don't forget (as I have already discussed) that Giuliani's strength comes from absentee voting and early voting. Recent polls have shown him tied with McCain among those who have already voted (which could be about 25% of the electorate at this point) and looking much weaker among those who have not. But that means that Giuliani has a base of votes that have already come in and that he is more immune than the other candidates to whatever movement occurs in the final week.

  • More evening polls: Heading to February 5th
A few more noteworthy polls tonight, starting with Rasmussen's new South Carolina survey, that has Obama with a widening lead, 43% to 28%, with Edwards at 17%. The black votes goes big for Obama, 68% to 16%, with Clinton taking the white vote 40% to 21%. Edwards is second there with 27%.

Meanwhile, we are getting an increasing amount of surveys from February 5th states, some of which have not been surveying that much so it's a good opportunity to get a better idea of what to expect in two weeks:

  • In Arizona, a good test of the Western vote in which Latinos could make a difference, the GOP race is not close, as John McCain gets his home-state 41% to 18% for Romney. Everyone else is in single-digits... And it's not usual to see Romney that much stronger than Giuliani in states where the campaign has not engaged, a sure sign that Romney is starting to be paid attention to.
  • In the more interesting Democratic race, Clinton has a big 45% to 24% lead. This is the kind of red-leaning state Obama should look into winning to demonstrate his appeal in territory Democrats have struggled in, and he should be helped by Gov. Napolitano's endorsement -- but this is a big lead that will be hard to close.

  • Some interesting numbers also from the Alabama primary which has Clinton at 31% and Obama at 28% in what is essentially a statistical tie. Clinton is crushed among the black vote -- but what gives her a small lead her is that Edwards is very weak among white voters, at only 13%.

  • Finally, in a Quinnipiac poll of New Jersey, the race to watch is the GOP fight between Giuliani who has slipped into second-place at 26% and McCain who has taken the lead at 29% -- Romney is third at 14%. Thompson gets 9% here -- so the distribution of that vote will be very interesting to watch. Naturally, NJ was supposed to be one of the two most momentum-proof states for Rudy, so...
  • Among Democrats, Clinton is leading 49% to 32%, with Edwards at 10% -- but she trails among black voters by just as much as anywhere else, 62% to 27%, showing that she has lost the black vote pretty much nationally at this point.

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