Oct 17 2014
GOP Wave Rising Slowly, But Rising All The Same
![]()
It has been a month since my last post on the Senate races, and the likelihood of a GOP senate takeover has become nearly certain. In my prior post I noted the GOP had three races in the bag (SD, MT, WV) and three races were on the cusp of being GOP wins: LA, AK, AR.
My argument then is the same I have now: all three Democrat incumbents are polling at sure-to-lose levels. The rule of thumb I was referencing was recently discussed by Sean Trende who did some actual data mining:
For quite some time, analysis of incumbent races was guided by the so-called “incumbent rule.” This rule, which grew out of a thorough analysis by Nick Panagakis in 1989, postulated that late undecideds tended to break for the challenger, and that an incumbent who fell below 50% was vulnerable and could potentially lose.
The rule has fallen out of favor, in part because subsequent research has eroded its credibility and in part because people interpreted the rule too literally, with analysts hyperventilating every time an incumbent fell to 48-49% in the polls.
To be clear, my bar was never 50% (or even 48%). Most polls have a Margin of Error (MoE) of 3% so it would be silly to apply this too precisely. My bar was 45% or below. And Mr. Trende has confirmed this:
There seems to be a cut-point at 46-47%, where an incumbent at that level really does find himself or herself in a Toss-Up race. Below that point, incumbents are in deep trouble.
I know pollsters are waiting for the challengers to build a big lead or top 50% before tipping a race one way or the other, but incumbents are well known and are not going to see a huge rise in support this close to an election. So I think this hesitancy is unwarranted.
Here are the RCP averages for the incumbents in these three races in September and now in Oct:
- Alaska [Begich]: September 24th = 41.7%; October 17th = 42.6%
- Arkansas [Pryor]: September 24th = 41.8%; October 17th = 41.6%
- Louisiana [Landrieu]: September 24th = 41%; October 17th = 44%
All are below 45%, two are well below.
It is extremely unlikely these incumbents will survive – ss Sean Trende also notes in his piece – due to the fact this close to the election if you are polling 4-5% below the challenger, it is also extremely rare to come from behind and win. Given these incumbents are showing both indicators, I am confident they will lose and the GOP will pick up the Senate.
The real question is how big is the wave. Since another post last month Colorado has gone from GOP -0.6 to +3.6, with the incumbent polling at 41.6%. So that would be the 7th pickup for the GOP. In NC, incumbent Senator Hagan was polling at 45.1% with a 4.5% lead over her challenger. Today she is at 44.8% with only a 1,4% margin. She is clearly in the incumbent danger zone. That would be pick up 8. Iowa is trending towards the GOP as well, which is pick up 9.
I do not see the GOP losing any seats because the polls are all trending the GOP’s way. But even if there is a risk to lose 1 seat, the GOP is sitting at 8-9 seat pick up for the GOP. A healthy cushion for control of the senate.
What I am watching is NH and VA. The NH race has also trended towards the GOP recently and is now a toss up. VA is also moving, but may not move far enough, fast enough to be a GOP pick up. One of these two races will represent the high-water mark for the 2014 election wave. That much I am sure of.
The last trend to watch is how the President’s Party candidates end up with a percentage of the vote near the President’s support in the polls for that state. If this kicks in over the next 3 weeks, the wave will be high.
Update: Seeing similar conclusions over at Huffingtonpost:
What may be of more concern to Democrats is the way these shifts have occurred. Since early September, our model’s estimates show the Republican share of the vote in these six battleground states growing by 2 percentage points (from 45.2 to 47.3 percent), while the Democrats share of the vote has remained essentially even (nudging up from 44.6 to 44.8 percent).
That pattern matches a theory offered in September by RealClearPolitics election analyst Sean Trende. Trende noted that in recent elections that the support for incumbent Senators appears capped by the President’s approval rating in their state …














