
I don't take macro factors into account when projecting individual seats in my House forecast, but I do keep an eye on them. Over the last eighteen hours, two generic ballot polls have given me real pause.
Pew just came out with a new generic ballot poll showing the Democratic lead in the generic ballot down to only 47%-43% among likely voters. This is a shift from 50%-39% last week, and the closest it has been in Pew since before Hurricane Katrina. The Pew numbers give more solidity to
the ABC-WaPo numbers earlier in the day, which showed the Democratic lead down to 51%-45% among likely voters, after it was at 54%-41% two weeks ago. Granted,
the Newsweek poll conducted during the same time period shows Democrats still ahead by a whopping 16 points, 54%-38%, and
the Time poll (PDF) of likely voters shows Democrats with a fifteen point lead, 55%-40%. All of these poll still show large Democratic leads among registered voters (9%, 10%, 15%, and 16% for an average of 12.5%), and several more generic polls will be coming out between now and Tuesday morning. Still, this does certainly make me even more skeptical than usual of forecasts predicting a massive Democratic wave. Are people still eager to argue against me for being conservative in my forecasts?
Now, that being said, all available evidence still points to a Democratic takeover of the House, and
my forecast hasn't changed much. The forecast has shifted ever-so slightly from a Democratic pickup of 24-28 seats to a Democratic pickup of 23-28 seats. I don't really take macro factors into account in this forecast, which is one of the reasons I have always predicted a smaller gain for Democrats than have most forecasters.
Here are the specific changes to the new forecast:
- IN-09 downgraded from "Lean Democratic" to "Toss-up"
- NH-02 downgraded from "Lean Democratic" to "Toss-up"
- FL-22 upgraded from "Toss-up" to "Lean Democratic"
- NY-20 upgraded from "Toss-up" to "Lean Democratic"
- NY-26 downgraded from "Toss-up" to "Lean Republican"
- CA-50 downgraded from "Lean Republican" to "Likely Republican"
Count me in as growing a little bit worried, after being extremely confident just yesterday. I think it is easy for many of us to get a little carried away with wild predictions of 35-40+ seats in the House, accompanied with narrow control of the Senate. We desperately want to see the conservative movement crushed, but believing it will happen in one fell swoop is little more than wishful thinking. A narrow House majority would still be a big, big win. We'll just have to keep fighting after November 7th.
Also,
Mystery Pollster has an excellent look at the "what ifs?" of district level polling in this election. Long story short, if you take out all the old polls, all the partisan polls, and all the Majority Watch polls, the Democratic advantage is significantly reduced. It is still an advantage that is very likely to produce a Democratic majority, but only a narrow one.