2.04.2008

Poll roller coaster continues, with SUSA showing Clinton holding firm with 12 hours to go

Whatever the results tomorrow, there will be a group of pollsters that will come out the clear losers of the run-up to Super Tuesday. On the one side we have groups like Zogby and Rasmussen which show Obama with higher-than-average results, on the other are Mason-Dixon, ARG and SUSA which are much much more reassuring to Clinton's chances. Depending on which institute has released the latest wave of polls, Clinton and Obama supporters are trading optimism for depression and vice-versa.

What can these discrepancies be attributed to? It is important to note that each institute is consistent in showing an Obama uptick or a Clinton uptick: Zogby has great Obama results in California but also in Missouri and New Jersey; and Mason-Dixon and SUSA have Clinton up higher than expected in most of their polls as well. This suggests that pollsters are using widely differing turnout models -- not only with the composition of the electorate but how many new voters show up and who these new voters are. Don't necessarily assume that new voters favor one candidate or the other, as both Iowa and New Hampshire Democrats voted in record numbers... to differing results. At this point there is no way of knowing which pollster we should trust, and we will have to wait for the results to come in tomorrow.

Meanwhile, here are the latest trends, mostly based on SUSA's massive release of polls. First up, of course, is the big prize of California, the state for which we could stay up very late tomorrow night:

  • SUSA has Clinton up 53% to 41% in a week-end poll, which is a slight improvement for the NY Senator who led 49% to 38% last week. The key finding of the poll is that 34% of voters have already voted, and Clinton leads by 12% among those as well. The second crucial internal from the poll is that Latinos (27% of the electorate here) are giving 71% of their vote to Clinton.
  • The Republican numbers are in line with other numbers and have a toss-up between McCain at 39% and Romney at 36%. A week ago, McCain had 36% and Romney had 25%, so this is a significant progression for Romney. Among those who have already voted (35%), Romney is down 5%.
I have long emphasized that early-voting was a big hurdle that Obama and Romney would have to overcome. And while there is no question that many of the people who voted Clinton early would have voted Hillary anyway, there is little doubt that some voters who are now locked in could have been susceptible to this late Obama momentum.

Next, we get three polls from Clinton and Obama's home states:

  • In New York, SUSA shows Clinton staying ahead 56% to 38%, a bigger margin than in some other polls we have seen. Clinton really needs to get a massive delegate lead here to offset possible losses elsewhere. Worth noting is that Obama wins the male vote, in what is a 44% gender gap!
  • In PPP's survey, Clinton has a similar lead, 51% to 32%.
  • The GOP numbers have McCain up 56% to 23% in SUSA and 49% to 24% in PPP.

  • In Illinois, it's Obama that is widely ahead in the SUSA poll 66% to 30%. Clinton only gets 17% of the white vote.
  • Among Republicans, McCain does not tremble, 46% to 25% for Romney and 17% for Huck.
The Democratic numbers in these states are actually very important, as Illinois and New York will attribute a large numbers of delegates and both candidates want to get a lead in their home states to offset potential losses elsewhere. In New York, Clinton has a robust lead in all regions of the state, but Obama is also coming in consistently above 30% which should allow him to split delegates equally in all districts that allocate an even number of delegates! Clinton's Illinois position is a bit more precarious, as she is weak enough overall that she could let Obama get two extra delegates in even districts. And don't be surprised if Clinton gets shut out in some districts of Chicago.

Completing the Northeast picture, SUSA releases final numbers from New Jersey, Connecticut and Massachusetts. Polls from all three have shown tight races in the past week but SUSA partly disagrees:

  • In New Jersey, SUSA gives Clinton a reassuring 52% to 41% lead, in line with another poll released this morning that showed Clinton holding firm in the Garden State. The gender gap is 42%.
  • In Massachusetts, SUSA has Clinton surviving 56% to 39% thanks to a 62% gender gap!! SUSA does show a 7% Obama progression in a week.
  • In Connecticut, however, it's Obama, 48% to 46% (he led 48% to 44% a few days ago) in a race with a small gender gap, small age gap and small geographical differences.

  • All those states show no suspense in the GOP race, and only MA is not winner-take-all and so the margin has to be watched. In NJ, it's McCain 54-25; in Connecticut, 52-30. And in Massachusetts, Romney is up 58-30.
In many ways, Clinton would rather lose Massachusetts than Connecticut. Losing the former could be attributed to Kennedy's influence, while Connecticut is in Clinton's own backyard. And with that we move to Missouri, a swing state in both parties in which SUSA once again is kind to the New York Senator:

  • Clinton is up 54% to 43%, a noticeable progression since SUSA's poll released earlier this week in what SUSA calls "Last Minute Momentum to Clinton." It had been a while Hillary's camp hadn't read those words.
  • The GOP 's Missouri primary might be the single most important contest in the Republican race, as the winner will get all of the state's 58 delegates. And as in many other polls, SUSA has it too close to call, with McCain at 33%, Huckabee 31% and Romney 28%.
Both Obama and Romney really want to win this state. A Clinton victory here would allow her to show she has appeal in the Midwest and that she can attract voters in a purple state that has been leaning red. And a McCain win would virtually leave Romney no path towards keeping the delegate count close.

And with that we move South, to Georgia and Alabama which are holding very tight contests as well. In Alabama, it is the Democratic race which is key now that Edwards's withdrawal has opened up a path for Clinton to win if the electorate in the South stays as racially polarized as in SC. We got three polls from AL:

  • SUSA shows Obama up 49% to 47%, CPR has Clinton up 48% to 44% and Insider Advantage shows a toss-up, with Obama at 45% and Clinton at 44%.
  • Among Republicans, AL has long been a McCain-Huckabee contest. SUSA has McCain stumbling a bit in the past few days and now up 37% to 35%, CPR has it at 36-30.

  • In Georgia, PPP confirms Obama's lead 53% to 37%, but it is the GOP race that is more important in this state. PPP pits it at 31-29-27 (McCain-Romney-Huckabee), with Insider Advantage at 32 McCain-31 Romney-26 Huckabee.

  • The latest updates from Tennessee and Oklahoma (PPP and SUSA) respectively confirm that Clinton has a wide lead there (56-34 and 54-27) but the GOP race is closer (34-28 for McCain-Huck in TN and 37-32 between them in Oklahoma).
As always, these numbers tell us first and foremost that the delegate count will probably stay close in the Dem race. And odds are that, if one candidate emerges with a significant delegate lead, it will be because of the margins in New York and Illinois rather than because of who won Missouri, California and Connecticut by a point of two.

  • General election poll

A quick note about RAsmussen's latest general election numbers which are as over the place as the primary polls: McCain leads Clinton 47% to 39% but ties Obama at 44%. But the electability is reversed in Romney's matchups, as Clinton crushes him 50% to 37% and Obama is much closer, 44% to 41%. Rasmussen had only released Clinton-McCain and Romney-Obama yesterday and the rest today, so it appears that those two match-ups were tested in one sample, and that Clinton-Romney and McCain-Obama were tested in another. Simple sample differences would then explain why the first two are much more favorable to Democrats than the last two. I don't know, however, why such a sample split would be a good idea.

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2.01.2008

New series of polls has Obama gaining ground in key Super Tuesday battlegrounds

So much for my complaint this morning that there weren't enough Super Tuesday polls. A series of surveys released early this afternoon (2 from Connecticut, 2 from New Jersey, 1 from New York, Illinois and Alabama) have Obama gaining ground in some key battlegrounds. He is clearly moving upwards, the question now being whether he will have time to rise a few more points to upset Clinton across the board come Tuesday. Now imagine how suspenseful this week would have been if Romney had won in Florida three days ago, as both races would then be tight heading into Tuesday.

Overall, all these polls paint a very divided Democratic electorate, with both candidates consistent in what groups they are strongest in. Keep an eye on the stunning gender gap in particular, that is often close to 30 to 40%. Obama gets men, Clinton gets women. Most polls also have Clinton up among whites and Obama among blacks, with Clinton holding firm among Latinos.

First, Gallup's national tacking poll that has the race tightening for the 9th straight day. Now, Clinton's lead is down to 3%, 44% to 41%. Among Republicans, McCain is ahead 39% to 24% against Romney and 17% to Huckabee. Fox News also has a national poll out and it shows a bit better news for Clinton, who is still leading 47% to 37%. The national polls are obviously very instructive at this point, since February 5th is as close to a national primary day as the US has ever seen.

And with that we got an impressive series of state polls. First up, Alabama and a new SUSA poll:

  • Among Democrats, Clinton and Obama are tied at 47%. Clinton has a massive lead among white voters (65% to 28%) and Obama among blacks (72% to 23%).
  • Among Republicans, McCain is ahead with 40% to Hucakbee's 31% and Romney's 21%.
Alabama should be one of the most fascinating states to watch on Tuesday night. Edwards's withdrawal means that the white vote will not divide itself between Clinton and Obama and the racial polarization of the Southern states will greatly help Clinton here. The proportion of black voters in Alabama is inferior to that of Georgia and South Carolina so that Clinton now has a chance of pulling out a victory here. Among Republicans, the few Southern states that are voting on Tuesday are must-wins for Huckabee, so these numbers are bad news for him.

Next, we move to the Tri-State area where Obama is climbing fast. First, New Jersey from which we get two polls today:

  • GQR has Obama closing the gap, now only behind 44% to 38%. Edwards supporters are moving to Barack, explaining his rise.

  • SUSA has better news for Clinton who is still ahead 51% to 39%. That is due to a massive edge among women, whom she leads 60% to 31%; Obama is ahead 50% to 40% among men, creating a 39% gender gap!
  • Among Republicans, McCain is up 48% to 25% for Romney and 9% for Huckabee.
Let's move next door to New York, where Clinton's lead is not as big as it once was:

  • SUSA has Clinton ahead 54% to 38%. 3 weeks ago, Obama was trailing 56% to 29% and while he is far from victory that bump means many many extra delegates.
  • Among the GOP, McCain is ahead 55% to 21% against Mitt Romney, seemingly benefiting from the support of former Rudy backers.
And that gets us to the tightest race of the region, Connecticut, where two polls paint two very different pictures:

  • SUSA came out with a truly shocking poll that shows Obama ahead 48% to 44% amidst a 30% gender gap. This poll conforms to a Rasmussen survey from a few days ago that had the pair tied at 40%.
  • Among Republicans, SUSA shows an unshakable McCain, up 53% to 31% on Romney.

  • ARG is more generous to Clinton, showing her ahead 48% to 35%. It agrees in McCain's lead, 43% to 25%. ARG's track-record over the past month is not particularly successful, so keep that in mind.
These numbers are very significant. On the GOP side, all three of these states are winner-take-all. Formerly Giuliani strongholds, they are now assured to go for McCain which means that he will get all of the delegates that are awarded in New York, Connecticut and New Jersey, 183 total! That will by itself guarantee that he will come out with a massive advantage over Romney who will be completely shut out.

Among Democrats, the Tri-State area is Clinton's base, her backyard. Any Obama victory in one of those 3 states would generate awful press for Clinton and would bode well for Obama. Furthermore, Clinton was hoping to bury Obama with a delegate lead out of these three states and it looks like that will not happen. New York especially has 281 delegates at stake, and if Obama is keeping it this close statewide it means he will also win some congressional districts and be very close in others, denying Clinton an advantage in delegate out of her home-state.

And that gets us to Obama's home state of Illinois, where a new poll from ARG shows Obama ahead 51% to 40% in his home-state. A Rasmussen poll this morning had him up at 60%, so both of today's ARG polls have Clinton higher than she is in other polls. There is no question that holding the race close here would give Clinton an unexpectedly high number of delegates. McCain is up 48% to 34% in the GOP race.

Finally, the last poll comes to us from one of the tightest battlegrounds we have on Super Tuesday, Missouri. SUSA came out with a poll that has both races very tight.

  • Among Democrats, Clinton is up 48% to 44%, in a 40% gender gap (+22 among women, -18 among men). Another gap here is between registered Democrats (who go for Clinton by 11%) and independents (who prefer Obama by 20%).
  • Among Republicans, McCain is ahead 34% to Romney's 30% and Huckabee's 28%, though he runs third among self-identified conservatives. This is the only state polled today that does not have McCain up big, for those keeping track of that.
Obama has long placed Missouri at the center of his Super Tuesday strategy, since he wants to make the argument that Clinton is having trouble winning away from the coasts.

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1.21.2008

Morning polls: Romney leads in Florida (!), McCain leads in New York and Connecticut

When I see polls from states like New York or Connecticut, my first instinct is to dismiss them as completely irrelevant. After all, the deluge of primary polls from late-voting states throughout the fall taught us nothing useful about the state of the campaign. But it's hard to believe that New York surveys now are crucially important. We are two weeks from Super Tuesday and the dynamics of the race are getting set.

With that, we got a series of polls from states that are coming up in the next two weeks, starting with a stunning Rasmussen poll of Florida:

  • Romney is ahead 25% to McCain's 20%, with Giuliani at 19% and Mike Huckabee at 13%, statistically tied with Thompson's 12%.
Don't forget that Florida is a closed primary, the first of any voting state where independents can't vote. That makes McCain's path to victory that much more complicated -- though it is still surprising to see Romney surging to a lead in the first post-South Carolina/Nevada poll.

A Romney win in Florida would scramble the field yet again a week from Super Tuesday -- and looking at the following polls from major February 5th states, it looks like McCain could roll to the nomination if he manages to win Florida, so his rivals better stop him here. A new poll from Connecticut, first was released today from the Univ. of CT:

  • Among Republicans, McCain has a massive lead, 39% to 16% for Giuliani. Romney gets 11%, Huckabee 8%.
  • Among Democrats, Clinton gets 41%, Obama 27% and Edwards 9%.
Even worse for Rudy Giuliani are these two polls from New York, his home-state:

  • A Siena poll has McCain leading Giuliani 36% to 24%, with Romney at 10%.
  • Among Dems, Clinton is holding on strong, 48% to 23%.
  • Second, Marist released its own poll from NY that has McCain at 34%, ahead of Romney and Giuliani tied at 19%. Huckabee gets 15%. Giuliani is not even leading in New York City.
  • Among Dems, Clinton leads 48% to 32%.
Needless to say that these numbers are atrocious for Giuliani. Remember that his campaign's argument was that Connecticut, New York and New Jersey were momentum-proof states that would give him assured victories -- and a delegate lead. For remember that all three are winner-take-all, so even if Rudy loses by one vote he gets no delegate at all. And it looks like a loss in Florida would definitely cause him to fall out at this point. Giuliani's fate is a clear warning sign to whoever wants to attempt to skip the first 4 voting states in the future. The front-runner in national polls three weeks ago, Giuliani now comes fourth or fifth regularly, having completely fallen out of the picture.

The Siena poll also has some general election numbers for the state of New York -- and they show that McCain could actually pick-up the state in the right circumstances:

  • Clinton and Obama crush Rudy (56% to 34% and 53% to 35%). Clinton also handily beats McCain (52% to 39%) but McCain manages a statistical tie with Obama (44% to 42%).
That's right, the Empire State could perhaps be a battleground and McCain's superior electability conforms most indications we have been getting recently, including yesterday's SUSA surveys from VA and KS.

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