What The Midterms Results Tell Us About Politics

The madness of the midterms is over, and the results are pretty much as expected, with Republicans building up their Senate majority but losing the House. In fact, of the races called so far, our model correctly predicted the overall results of 97.2% of them. We predicted a Senate result of 48 Democrats to 52 Republicans, very close to the probable final result of 47-53. The House model gave a similarly accurate prediction of 239-196, against the probable final result of 234-201. At first the night looked tough for Democrats, with mixed early results in Florida, a slight surprise in the defeat of Indiana Democratic Senator Joe Donnelly, and the defeat of Amy McGrath in Kentucky’s 6th congressional district. These early results seem to have played an outsized role in forming the narrative of the election, that of a good but still disappointing night for Democrats. But make no mistake, this was a blue wave. Democrats successfully competed in suburbs to win a solid majority in the House, won the popular vote by a wide margin (about 8 points), and did surprisingly well in the Senate given that this year’s map was very good for Republicans.

The next most significant takeaway is probably that incumbency matters much less than it has in the past. America voted along partisan lines to an unprecedented extent, with very little ticket-splitting. The highest profile casualties of this were Democratic Senators in the red states of Missouri, Indiana, and North Dakota. Even in Montana and West Virginia where the Democratic Senate incumbents won, they did so by surprisingly small margins, and in Florida, which isn’t even that red, Republican Rick Scott beat Democratic incumbent Bill Nelson. By the way, watch out for Rick Scott in 2024, a popular and seasoned Governor come Senator from a swing state, whose term is ending in a Presidential year, is definitely someone to be aware of when the rumours about who’s running for President start to circulate.

Next, voter engagement was off the charts, with a turnout of 49%, the highest midterm turnout since 1914! This isn’t even much lower than the 56% turnout for the Presidential race in 2016. Of course these numbers are still very low compared to most Western democracies, but if this trend holds it seems perfectly plausible that we see extraordinary turnout in 2020 when the fate of Trump’s Presidency will truly be in play, 70% turnout begins to seem perfectly possible.

Thirdly, healthcare is by far and away the most prominent issue in politics right now. Democrats built their campaign on protecting the healthcare system, and to some extent it drove their victory, as it seems to be an argument they are winning – in a recent poll, 44% of those sampled said they trusted Democrats more on healthcare, compared to just 34% for Republicans. The next most important issue was immigration, perhaps unsurprisingly given Trump making a migrant caravan in Mexico a prominent issue during the final days of the campaign. These were followed by the economy, then gun control. It’s likely that these are the issues that will shape the elections in 2020, as politicians can see the incredible extent to which they have engaged the public. An economic downturn could spell the end of the Trump Presidency, or continued growth could form the basis of his re-election campaign. And it seems beyond doubt that the Democratic nominee will make healthcare a major talking point, and bring it up as often as they can.

Thinking about 2020, 2018 taught us a lot about what the electoral map is going to look like in 2 years time. Minnesota, Michigan, Wisconsin and Pennsylvania all veered away from Republicans, while Democrats enjoyed little joy in the Sun Belt. The Sun Belt is a collection of Southern and South-Western states which lean Republican, but Democrats dream of turning blue by turning out large ethnic minorities. The Sun Belt usually means Florida, North Carolina, Arizona, and sometimes Georgia and Texas too for the more ambitious Democrats. The best path to victory for Democrats in 2020 is now clearly via the Upper Midwestern states, which gives extra weight to Joe Biden and Amy Klobuchars’ potential Presidential campaigns, as they both have proven ability to appeal to Midwestern voters. But don’t discount Beto O’Rourke. He may have lost, but in a way that’s good for him, he now has more time to build up his campaign infrastructure, visit the early primary states, and prepare for another battle. He lost by a surprisingly small margin of only 2.6 points, and managed to electrify and thrill the Democratic base in a way that no one has really done since Obama. Add that to extraordinary fundraising abilities, and you have a very very strong contender for the Presidency.

Final Midterm Forecasts

The election is now almost here, and the final RedvBlue forecast is interesting but overall fairly clear and decisive. The top line is that Democrats have about a 10% chance of winning control of both chambers of Congress. The Republicans have a similar chance of full control, and in the remaining 80% of cases, the Democrats will win the House, but the Republicans will hold onto the Senate.

Warning: The approximately 10% chance that Democrats win the Senate and the 10% chance that Republicans win the House are very real. This means that if the election ran a hundred times, we would expect these things to happen about 10 times each. This election is not a dead certainty, and elections are nothing if not surprising, so be prepared!

The Senate

Republicans Ted Cruz and Marsha Blackburn of Texas and Tennessee respectively seem to have successfully fended off fierce challenges from Democrats, and are looking confidently ahead in the polls. The bad news for Republicans is that the Democratic incumbents in deep red states seem to have largely consolidated their positions. West Virginia and Montana look remarkably safe for Democrats, and though the model’s predictions in Missouri and Indiana are nowhere close to certain, the GOP seems significantly behind in both. Only North Dakota has proven vulnerable to Republican efforts to make gains, but this may very well be enough. The highly competitive races remaining in the Senate are Nevada, Arizona, and North Dakota, and Democrats need all 3 to win a majority. Nevada and Arizona are now almost perfect 50:50 toss-ups, it’s really anybody’s guess who’ll win those. But the two states are relatively similar, so it’s reasonable to imagine that they’ll both choose the same party. Meanwhile Democrats need Heidi Heitkamp to pull off a small miracle in North Dakota in order to secure the seat, which has been looking increasingly vulnerable as the election has progressed.

Due to tiny Democratic leads in Nevada and Arizona, going on a seat by seat basis the model predicts that the composition of the Senate will become 50-50, with Vice President Mike Pence giving Republicans the casting vote. But due to the high exposure of several red state Democrats, and very low exposure of the GOP, the average prediction given by the model is that Republicans will come out of the midterms with 52 Senate seats, against only 48 Democrats. The most likely scenario in which this happens would be that Republicans win in North Dakota, Nevada and Arizona.

The House

By contrast, the Republicans would need a small miracle to win in the House. Democrats need 23 gains to take control, and New York, California, and New Jersey put together provide almost enough competitive races to allow for that on their own. Democrats are looking great in the New York seats, and in California they’re assisted by there not even being a Republican on the ballot for the Senate race, potentially causing some Republican voters to not bother turning out. However, Democratic Senator Robert Menendez of New Jersey is looking unusually weak this year, having been caught up in a significant scandal, this might weaken Democratic chances across the state. But then there are simply so many other good options for the party to pick up the seats they need. Democrats are looking much stronger across the Midwest than they did in 2016, and Pennsylvania and Minnesota are both heavily laden with competitive districts. On a seat by seat basis, the model predicts the House will go 231-204 in favour of Democrats, representing a net gain of 36 seats. In the House it’s Republicans who are heavily exposed, so the average net gain predicted by the model is 44 seats, leading to a 239-196 House composition, a strong Democratic majority.

Predictions In Full

Here is a full list of our final calls. Although some of these races are toss-ups, this is who we think would win in each race if we had to choose.

Senate – Democratic Wins (Includes Independents who caucus with Democrats)

Arizona, California, Connecticut, Delaware, Florida, Hawaii, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Minnesota Special, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Rhode Island, Vermont, Virginia, Washington, West Virginia, Wisconsin.

Senate – Republican Wins

Mississippi, Mississippi Special, Nebraska, North Dakota, Tennessee, Texas, Utah, Wyoming.

House – Democratic Wins

Alabama – 7
Alaska – none
Arizona – 1-3, 7, 9
Arkansas – none
California – 2, 3, 5-7, 9-20, 24-41, 43-49, 51-53
Colorado – 1, 2, 6, 7
Connecticut – 1-5
Delaware – at large
Florida – 5, 7, 9, 10, 13-15, 20-24, 26, 27
Georgia – 2, 4, 5, 13
Hawaii – 1, 2
Idaho – none
Illinois – 1-11, 14, 17
Indiana – 1, 7
Iowa – 1-3
Kansas – 2, 3
Kentucky – 3
Louisiana – 2
Maine – 1, 2
Maryland – 2-8
Massachusetts – 1-9
Michigan – 5, 8, 9, 11-14
Minnesota – 1-5, 7
Mississippi – 2
Missouri – 1, 5
Montana – none
Nebraska – none
Nevada – 1, 3, 4
New Hampshire – 1, 2
New Jersey – 1-3, 5-12
New Mexico – 1, 3
New York – 3-10, 12-20, 22, 25, 26
North Carolina – 1, 4, 9, 12
North Dakota – none
Ohio – 3, 9, 11, 13
Oklahoma – none
Oregon – 1, 3-5
Pennsylvania – 2-8, 17, 18
Rhode Island – 1, 2
South Carolina – 6
South Dakota – none
Tennessee – 5, 9
Texas – 7, 9, 15, 16, 18, 20, 28-30, 33-35
Utah – 4
Vermont – at large
Virginia – 3, 4, 7, 8, 10, 11
Washington – 1, 2, 6-10
West Virginia – none
Wisconsin – 2-4
Wyoming – none

House – Republican Wins

Alabama – 1-6
Alaska – at large
Arizona – 4-6, 8
Arkansas – 1-4
California – 1, 4, 8, 21-23, 42, 50
Colorado – 3-5
Connecticut – none
Delaware – none
Florida – 1-4, 6, 8, 11, 12, 16-19, 25
Georgia – 1, 3, 6-12, 14
Hawaii – none
Idaho – at large
Illinois – 12, 13, 15, 16, 18
Indiana – 2-6, 8, 9
Iowa – 4
Kansas – 1, 4
Kentucky – 1, 2, 4-6
Louisiana – 1, 3-6
Maine – none
Maryland – 1
Massachusetts – none
Michigan – 1-4, 6, 7, 10
Minnesota – 6, 8
Mississippi – 1, 3, 4
Missouri – 2-4, 6-8
Montana – at large
Nebraska – 1-3
Nevada – 2
New Hampshire – none
New Jersey – 4
New Mexico – 2
New York – 1, 2, 11, 21, 23, 24, 27
North Carolina – 2, 3, 5-8, 10, 11, 13
North Dakota – at large
Ohio – 1, 2, 4-8, 10, 12, 14-16
Oklahoma – 1-5
Oregon – 2
Pennsylvania – 1, 9-16
Rhode Island – none
South Carolina – 1-5, 7
South Dakota – at large
Tennessee – 1-4, 6-8
Texas – 1-6, 8, 10-14, 17, 19, 21-27, 31, 32, 36
Utah – 1-3
Vermont – none
Virginia – 1, 2, 5, 6, 9
Washington – 3-5
West Virginia – 1-3
Wisconsin – 1, 5-8
Wyoming – at large

Top 6 2020 Presidential Frontrunners

Predictions as of 10/22/2018, as Republicans take a lead in Nevada and Arizona, they look almost sure to hold on to the Senate, while Democrats’ popular vote lead sees them well ahead in the House:

The 2020 Presidential campaign began on Wednesday November 9th 2016, when America woke up to discover Trump’s victory. The race may not officially begin until late 2019, but the battle has already begun, and is sure to intensify the day the midterms are done. Since 2016, the President has made it clear that he intends to run for re-election in 2020, and a rather large number of Democrats have been setting themselves up to challenge him, not to mention several #NeverTrump Republicans. But who actually has a chance of winning?

6. Vice President Joe Biden

On first glance, Joe Biden is a strong candidate for the Presidency. He has the name recognition to cut through a Democratic nomination process that could easily involve 20+ candidates. With 7 terms in the Senate and 2 terms in the Vice-Presidency, no one could ever question his experience. Combine this with his close relation to Obama, who is now seen as practically the father of modern Democratic politics, and he seems a strong contender to win the nomination. Having done so, he could run a campaign on his traditionally moderate politics. He’s always tried to position himself as a man of the people, and his trips to Wisconsin and Michigan clearly indicate some thought about a potential 2020 strategy. Add to this the fact that he was born in Pennsylvania, perhaps the most important swing state in the country at the moment, and he may seem like the perfect answer to Trump.

But Biden has run for the Presidency twice before, in 1988 and 2008, losing horribly both times. 1988 is particularly interesting, as Biden was considered a strong candidate from the very beginning, until he was destroyed by a long string of controversies: Accusations of plagiarizing speeches from the leader of the British Labour Party, as well as Robert F. Kennedy, John F. Kennedy, and Hubert Humphrey; involvement in plagiarism whilst he was at law school; lying about graduating in the top half of his class (he came 76th/85); claiming he earned 3 degrees when in fact he only got 1; and claiming that he received a full scholarship, when in fact he only got a half-scholarship. Biden is also, to be blunt, very old, currently aged 75. This means that by the end of a two term Presidency starting in 2021, he would be 86 years old. On top of the obvious mental and physical health concerns associated with this, it’s worth noting that during the primaries for the midterms, Democrats have tended to prefer younger, female candidates, and anti-establishment candidates have also been doing a little better than expected. Joe Biden is very strong on paper, and has a perfectly good shot, but it seems as though his time has probably come and gone.

5. Senator Kirsten Gillibrand

So how about a young(er), more liberal, female Democrat? Elected once to the House and thrice to the Senate, soon to become four times as she romps to victory in her New York re-election bid, Kirsten Gillibrand may well be the new face of the Democratic Party. With the weight of the mighty New York Democrats behind her, she is a fundraising titan, with $20 million raised towards defending her perfectly safe Senate seat this cycle alone. And though she may be a full blown liberal today, at the beginning of her political career she was a much more moderate Democrat, something she could plausibly call upon once she’s got the nomination in the bag and needs to appeal to the nation as a whole. On the other hand, her ties to the Clinton family and her being a female New York Democrat may well make it very easy for her to become linked in voters’ minds to Hillary Clinton, which would almost certainly not be a good thing for her campaign. Interestingly, unlike some on this list, she hasn’t yet visited Iowa or New Hampshire, the early primary states, which is considered a key step in building up for a Presidential campaign. Even unconventional candidates like Trump visit these states well before the primaries begin, so this might indicate that she isn’t yet sure about running in 2020, hence her place near the bottom of this list.

4. Senator Kamala Harris

Who’s an even more powerful and wealthy ally in a Democratic primary process than the New York Democrats? The California Democrats of course! Kamala Harris is one of a tiny group of candidates who could have a chance at outmatching Gillibrand on fundraising, and is another comparatively young female Senator. She’s even more liberal than Gillibrand, and although she is relatively new to the Senate, this could almost work in her favour, as younger Democrats seem keen to get rid of the old guard of the Party. As if this weren’t enough, she is the best candidate on this list for appealing to the Democrats’ African-American base, which is crucial during primaries. This could also be very useful during a general election. Although many Democrats believe that their path to victory in 2020 is to regain the Upper Midwest, specifically Wisconsin, Michigan, and Pennsylvania, this is hardly their only plausible route. By motivating African-American turnout, Harris could make a serious play for Florida and North Carolina, and perhaps even make Georgia and Arizona genuinely competitive. With the Trump campaign also needing to defend slim and faltering majorities in the Upper Midwest, this strategy could make for a very strong campaign indeed.

3. Senator Bernie Sanders

To all intents and purposes, Bernie Sanders is already running for President. His 2016 campaign never truly ended, and support for him is still strong within the party. He’s visited the early primary states of Iowa, New Hampshire and South Carolina, and even has a book out this year. The real question is not whether he will run, but whether he can win. We can clearly see from the 2016 primaries that he has a lot of support, he won 43% of delegates and only narrowly lost the popular vote to Hillary Clinton. That said, Clinton was not an especially popular candidate among Party members, hardly inspiring the levels of enthusiasm Obama or Sanders generated. So if Sanders couldn’t beat Clinton, could he beat any of the candidates on this list?

Furthermore, at 77 he’s even older than Biden, there has been some talk of a one term pledge, where he promises not to run for re-election, but not from Sanders himself, and it’s likely that such a pledge would harm him during the nomination process as Democrats will be keen to get a strong incumbent into office to secure a win in 2024. In a general election, he may struggle due to being perceived as a socialist, which is still a word with strong negative associations for many Americans, particularly those in high turnout demographics. Despite all this, he is almost definitely running, he has an established base of enthusiastic supporters, and extreme views are growing more popular and electable, as President Trump shows. Sanders is going to be a political heavyweight during the primaries, and his chances should not be underestimated.

2. Senator Elizabeth Warren

Elizabeth Warren is Hillary Clinton’s natural successor, and the one to watch in the Democratic primaries. She has her finger on the pulse of the party, is generally a very skilled politician, and has incredible fundraising abilities with the support of the Massachusetts Democrats, having raised $34 million for her totally uncompetitive re-election campaign this year. She was outspoken on opposing Kavanaugh, has been a fierce Trump critic since the beginning of the 2016 campaign, and was rumoured to be a possible VP pick for Clinton. She has strong support from the left and centre of the Party membership and from across the party establishment – she even received two electoral votes for the Vice Presidency in 2016 from faithless electors. She is running, and she is utterly formidable. A political juggernaut like her on the left wing of the Party may well instantly knock Gillibrand and Sanders out of the running after the first couple of primaries, and if she manages to win the Democratic nomination she would be a similarly fierce candidate against Trump. The only conceivable mark against her is her close association with the deeply unpopular Clinton, which will likely be quietly harming her campaign throughout the process.

1. President Donald Trump

This one is obvious. We know he’s running, we know he’s so popular amongst Republican members that he’s practically guaranteed the nomination, and as an incumbent in an age of two term Presidents we know he has a good shot at winning. His unpopularity is overblown, he’s managing about 42% approval ratings, only slightly worse than Obama’s were at this point in his Presidency. Although the 2018 midterms are looking to be messy for the GOP, holding level in the Senate and losing about 40 House seats, the 2010 midterms were much worse for Obama, with the Democrats losing 6 seats in the Senate and 63 in the House. This all suggests that Trump should be just fine in 2020.

On the other hand, Obama had a lot more room for error between his campaigns. In 2008, he was elected with a 7.2 point popular vote margin and 365 electoral votes, whereas Trump actually lost the popular vote by 2.1 points in 2016 and received only 304 electoral votes. Obama could comfortably afford to lose North Carolina, Indiana, and the 2nd congressional district in Nebraska in 2012 and see his popular vote margin shrink to 3.9 points, while still winning very well. Trump has no such luxuries in 2020. He needs to hold on to very narrow margins in Florida, Michigan, Wisconsin and Pennsylvania, as well as protecting unreliable Republican majorities in North Carolina, Ohio, Iowa and Arizona. He can afford to lose one or two of these, but no more. In terms of opportunities to attack, Trump has New Hampshire, Nevada and perhaps Maine at large. With only 4, 6 and 2 electoral votes respectively, none of these are very exciting for him. However, Minnesota has a full 10 electoral votes, and although it hasn’t voted for a Republican Presidential nominee since 1972, Clinton only won it by 1.5 points in 2020, so Minnesota is very much on the table and could potentially turn the election on its head. Trump is by far and away the most likely candidate to win the Presidency in 2020, despite a variety of strong potential challengers setting themselves up to face him down, and the power of incumbency should not be underestimated.

Introducing RedvBlue’s House Model

With little more than three weeks until election day, the races for the Senate and the House are intensifying. And after much data collection and programming, the RedvBlue model for the House of Representatives is up and running. Broadly speaking, this works in a similar way to the Senate model, with a few minor additions and alterations such as an increased incumbency advantage that is more uniform for each district, unlike incumbency advantages for Senate seats, which vary significantly depending on the population of the state. The main new feature for the House model is the incorporation of trickle down effects. This is modelling the fact that voters tend to be more motivated to turnout to vote for higher level positions, such as Governor or Senator, than lower ones such as Representative in the House. Therefore if, for example, a Democratic candidate for the Senate in Texas is boosting Democratic enthusiasm in the state and getting left leaning voters to turnout on election day, it’s likely that those voters will also vote for their Democratic House candidate as they happen to be in the polling booth anyway, so Democrats across Texas get a boost.

Without further ado, here are our predictions for 10/14/2018:

Democrats chances in the House are looking very good. There’s certainly a reasonable chance that Republicans hold on to a majority in the House, and that shouldn’t be ignored, but the most likely scenario is that Democrats gain somewhere in the region of 40 seats overall, a fully-fledged blue wave, providing them with a solid majority in the lower chamber of Congress. What’s more, there’s a slim but significant probability that Democrats gain more like 50 or 60 seats overall, which would probably be a sufficiently resounding victory to consolidate the embattled House Minority Leader Nancy Pelosi’s position at the forefront of the party, and would certainly be a worrying sign for Donald Trump. That said, in 2010, the Obama Administration’s first midterm, the Republicans achieved a net gain of 63 seats. Yet Obama went on to win re-election fairly smoothly despite approval ratings only a little higher than Trump’s, so a big blue wave should not be interpreted as too bad a sign for the Trump Administration. The truly remarkable thing for Democrats is that even in the worst case scenario for them that has a reasonable chance of occurring, they actually make a small net gain of around 10 seats. This is simply because Republicans made such huge gains in 2010 and 2014, and held on to almost all of them in 2012 and 2016, that almost all the remaining Democratic seats are in deep blue districts, so Republicans have very few opportunities to make gains, and need to defend some quite blue districts of their own.

By stark contrast, the Senate is looking fantastic for Republicans. Not only have they pulled ahead into comfortable leads in Texas and Tennessee, likely as polls come out showing these red states react to the Kavanaugh confirmation battle, but Nevada and Arizona appear to have turned into much closer races, each now being an almost perfect toss up. But how are these two forecasts so different?

Firstly, it’s worth reiterating just how good the Senate map is for Republicans is this year. Their only really vulnerable seats are in Nevada and Arizona, and they have a wide selection of red state Democratic incumbents to target. Add to that the fact that popular former Governor of Florida Rick Scott is bringing his considerable political weight to bear in the state’s Senate race, posing a serious problem to Democratic incumbent Bill Nelson, and Republican chances end up looking very good despite a left leaning national environment. This overall environment is what is giving Democrats such good odds in the House, where of course all 435 seats are up for election, as opposed to just 35 of the 100 seats in the Senate.

Secondly, the key races in the battles for the House and Senate are happening in very different parts of the country. The most important Senate races are in deep red states like North Dakota, Texas, and Tennessee. Hyper-partisanship means that it’s very difficult for a Democrat to win any of these in 2018. Meanwhile, the most important House races this year seem to largely be in the rural parts of California, New York, and New Jersey. These districts tend to be 5 or 6 percent more Republican leaning than the nation as a whole, but with a national environment leaning towards the Democrats by about 8 points, it’s perfectly plausible that these could change hands. It’s also worth noting the aforementioned trickle down effects in these states. All 3 have Senate races this year, with a Democratic nominee strongly favoured to win. In California, some Republican voters may stay home, as due to the “top two” primary system in California there isn’t even a Republican candidate for Senate on the ballot paper.

Finally, it’s worth remembering that Congress is really, really unpopular, with about a 17% approval rating. This means that incumbency is not actually very powerful this year. This works against Democrats in the Senate, as they are totally reliant upon strong Democratic incumbents in red states holding on for dear life. But in the House, it actually works in their favour. Almost none of their incumbents there are in any kind of danger as they are all in very blue districts, and the key races are being fought over seats currently held by Republicans. All things considered, 2018 is shaping up to be a rough year for incumbents, especially Republicans in the House, which is probably why a full 26 of them retired this year without seeking to run for higher office.

The big picture then, is that the most likely outcome is that of a split Congress, with Democrats controlling the House and Republicans the Senate. This would be very interesting indeed in the polarised politics of the modern day, as politicians may be forced to actually compromise with the other side of the aisle in order to get anything done.

How The GOP Just Won The Supreme Court And The Senate

Predictions as of 10/6/2018, showing a sharp change after a week’s polling and Supreme Court drama:

Brett Kavanaugh has been confirmed to the Supreme Court of The United States by a Senate vote of 50-48. Everyone voted along party lines, with the exception of Joe Manchin, a Democrat from deep red West Virginia, voting yes. Republican Lisa Murkowski of Alaska simply marked herself as “present”, and Republican Steve Daines did not vote as he was at his daughter’s wedding. With this vote, the GOP has secured a conservative majority in the Supreme Court that will probably last for a decade or more. The Republican party now controls all three branches of the federal government. Simultaneously, their chances of maintaining control of the Senate in 2018 have leapt up dramatically, with polls showing them closing in on the Democrats nationally, and pulling ahead in key Senate races. How?

Put simply, Trump and Republican Senators managed to cast the Kavanaugh battle as a tipping point in a larger political war surrounding #MeToo. Until recently, the #MeToo campaign was something of a silver bullet, drawing vigorous support from Democrats and not too much ire from Republicans. But the battle for Kavanaugh’s confirmation has changed everything. Kavanaugh gave a fiery, passionate and emotional testimony declaring total innocence. Trump claimed that men are assumed to be guilty when accused with sexual assault, claiming “It’s a very scary time for young men in America”, and is one of many on the right implying that Ford is flat out lying in an attempt to bring Kavanaugh down. Republican Senator Lindsey Graham notably said during the hearings that as a single white male from South Carolina he is told he “should just shut up” when discussing issues relating to gender and sexual violence. And there has been a general Republican narrative that the GOP believes Dr Ford and considers her to be a credible witness, but also think that she is mistaken when she says she is 100% certain that her assailant was Kavanaugh.

In doing this, the Republican party has mobilised its base against #MeToo. Trump and Kavanaugh are carefully speaking to a fear of liberal culture, especially feminism, which is widespread amongst the Republican base, and was a crucial part of Trump’s victory in 2016. Lindsey Graham is seeking to relate to this base, as a Southern man who feels his voice is not being heard on these cultural issues. And the overall GOP narrative manages to absolve Kavanaugh of wrongdoing without directly insulting the sympathetic and generally respected Ford. This strategy was never going to convert Democrats or even win over undecided Independents, but it has turned the issue into a strictly partisan battle, and that is all the GOP needs. The tipping point districts in the House are almost all more Republican than the nation as a whole. The three most likely tipping point races in the Senate are Texas, North Dakota, and Tennessee, all of which are deep red states where Trump has positive approval ratings. Democrats need to win over at least some typically Republican voters in order to win the midterms, and individual Democratic candidates running for seats in Republican leaning regions are willing to make compromises on major issues such as gun control and Nancy Pelosi’s potential rise to Speaker of the House. But with Kavanaugh, the GOP convinced its supporters to take up a political stance on which Democratic candidates simply cannot compromise, and the result is political checkmate.

Take one-term Democratic incumbent Heidi Heitkamp running for re-election in North Dakota. In 2012, she won by only 2936 votes in a high turnout race. North Dakota is 17 points more Republican than the nation as a whole, and Trump’s net approval ratings there are about 5-10 points positive. Heitkamp’s choice to oppose Kavanaugh’s nomination has resulted in a huge swing against her in the polls, which have gone from dead even to giving her opponent Kevin Cramer a double-digits lead. This swing is devastating to both her campaign and the national Democratic struggle for the Senate.

Joe Manchin of West Virginia, which is 19 points more Republican than the nation as a whole, took the opposite path. He is the only Democrat in the Senate to vote to support Kavanaugh’s confirmation, and is holding on to a steady lead in the polls. A week ago Trump held a rally in West Virginia, which he used to campaign for Kavanaugh’s nomination. It is crystal clear that Trump has made the confirmation battle a key issue in the midterms, and by doing so has struck a heavy blow to the campaigns of every red state Democrat who voted against Kavanaugh’s confirmation. This includes many of the key Senate races: North Dakota, Indiana, Missouri and Montana. It also poses difficult questions for the Democratic candidates in Texas and Tennessee. It seems reasonable to guess that Trump will be visiting at least some of these states and doing everything in his power to keep voters in them thinking about Kavanaugh, and how their Democratic Senators voted against his confirmation.

Perhaps the confirmation battle will fade from memory as the unrelenting news cycle ploughs on to greater controversies. Or perhaps Kavanaugh’s confirmation with enthuse the Democratic base to turn out to vote in unusually high numbers for a midterm election. Whether one of these nor neither becomes a reality, we can expect a stream of Senate polls over the next week in red states that look at least concerning for Democrats, and our model is sure to react to those, pushing Republican chances of controlling the Senate even higher. Even if Democrats can shore up their defences in Missouri, Montana, Indiana, and Florida, as well as securing pickups in Nevada and Arizona, it’s all for nothing if they can’t win any of Texas, Tennessee, and North Dakota. And right now, all three of those are looking good for the GOP.

Do Democrats Really Have A Chance In Tennessee and Texas?

Predictions as of 10/1/2018:

Tennessee has not had a Democratic Senator since Jim Sasser left office in 1995 having lost his re-election campaign by 14.3 percentage points, a huge defeat for an incumbent. The state hasn’t voted for a Democratic nominee for the presidency since 1996, and in 2016 Trump won in Tennessee by a full 26 points. Sure, it’s an open race, so Republicans don’t have the advantage of incumbency, but even so, any state-wide election in Tennessee should surely be an open goal for the GOP. And yet our model is giving Republican Marsha Blackburn only a 58.5% chance of winning its Senate race this year, why?

Firstly, Phil Bredesen is no normal Democratic candidate in a red state. He is a former Governor of Tennessee, and a successful one at that, winning re-election in 2006 with 69% of the vote, winning every county and more votes than any gubernatorial candidate in the history of the state, which stretches back to 1796. His reputation as a moderate Democrat makes him far more palatable amongst independents and moderate Republicans in Tennessee than a typical Democrat, and his political experience is practically unrivalled in the state. In 1991 he defeated Councilwoman Betty Nixon with 72% of the vote to become Mayor of Nashville, a position he used to invest heavily in education, building and renovating 75 schools throughout the city. In 1995, no one even ran against his campaign for re-election. His two terms as Mayor built him a formidable base in Nashville, which is incredibly significant given that Nashville’s metro area contains 1.9 million of Tennessee’s 6.7 million inhabitants (about 28%). Since his governorship, he’s been viewed as a potential Democratic presidential candidate, and was vetted for the position of Secretary of Health and Human Services in the Obama Administration. He is a political giant in only a modestly sized state.

Secondly, the national environment is leaning heavily to the left, with Democrats leading the generic congressional ballot by approximately 8.5 points. Tennessee tends to lean about 14 points to the right, taking away 8.5 from 14 leaves only a 5.5 point lead for the Republicans, which is significant, but by no means insurmountable. Add on to this Trump’s poor approval ratings and Tennessee, along with many other red states, looks a lot more competitive.

The national environment is of course also relevant in Texas (much to the distress of millions of pro-secession Texans), but intuitively speaking the state should be even more hostile to a Democratic Senate candidate than Tennessee. Texas hasn’t had a Democratic Senator since 1993 after incumbent Bob Krueger lost his re-election campaign by an impressively abysmal 34.7 points in what the Houston Chronicle called the worst campaign in the state’s modern political history. Texas hasn’t voted for a Democratic nominee for the presidency since narrowly supporting Jimmy Carter in 1976. Furthermore, the Senate seat up for election this year is guarded by none other than well known incumbent and 2016 presidential candidate Ted Cruz, armed with a net worth of over $3 million and a comfortable win in his previous election of 16.1 points, even though it occurred in a Democratic leaning national environment as it coincided with Obama’s re-election campaign. So far Cruz has raised a whopping $24 million, and is extremely keen to hold on to his seat as at the age of only 47, practically a child compared to much of the Senate, he could easily use his position as Senator to set himself up for running for President in 2024.

So how do the Democrats compete with a (comparatively) young man with a net worth of over $3 million? It’s simple, an ever so slightly younger man with a net worth of $9 million, and a proven track record of winning the unwinnable races in politics. In 2005, Beto O’Rourke defeated 2 term incumbent Anthony Cobos to win a seat on the El Paso City Council. In 2012, he ran for the Democratic nomination for the deeply left leaning 16th congressional district in Texas, facing off against 8 term Democratic incumbent Silvestre Reyes, who was endorsed by then President Barack Obama and former President Bill Clinton. Somehow, O’Rourke won the seat, and is now hoping to pull off a third extraordinary victory, seizing onto the key opportunity presented to him in 2018, with Cruz’s approval ratings as Senator going negative, Trump’s approval in Texas surprisingly low, and a heavily left-leaning national environment. Like Cruz, he’s raised $24 million, and he is swiftly fighting to gain the name-recognition he needs to compete with the now famous Cruz with talk show appearances and a campaign with an active social media presence.

Both of these races are looking extremely close, with O’Rourke trailing Cruz by only 3 or 4 points and Bredesen actually ahead of his opponent Marsha Blackburn by about 1 point. Needless to say, if Republicans were to lose either one of these seats, the consequences for them would be extreme. As discussed in a previous article on RedvBlue, Democratic incumbents in deep red seats are an absolute necessity to Democratic hopes of controlling the upper chamber of Congress. O’Rourke in particular is a huge threat to the GOP, if he were to win, he could potentially stay on in the Senate for a long time. He is young, he’s proving himself an adept campaigner, and with the advantage of incumbency could well hold on to the seat in Texas in future elections, especially as the state is becoming less and less Republican as time goes on. These two elections could very well determine who controls the Senate for the next two years or more, and both are extremely competitive.

The New Blue Wall

Predictions as of 9/30/2018:

The Democrats’ best path to control of the Senate is simple:

Hold all of their current seats
Win the open seat in Arizona
Unseat Republican incumbent Dean Heller in Nevada

Objectives 2 and 3 are both reasonably achievable. Arizona is 4-5 points more Republican than the nation as a whole, but with the national environment leaning 8-9 points in favour of Democrats, the seat is slightly favoured to turn blue, our model gives the Democrats a 69.3% chance of achieving this. Nevada is 1-2 points more Democratic than the nation as a whole, but the Republican incumbent makes matters more difficult for the Democrats. In fact, the advantage provided by incumbency is even greater in less populous states such as Nevada, such that even in spite of the heavily Democratic national environment, Senator Dean Heller has only a 68% chance of losing their seat.

Surprisingly, it is holding onto all of their current seats that will be most difficult for Democrats. 10 Senate seats currently held by Democrats in states which voted for Donald Trump are up for election, including the deep red states of North Dakota, Indiana, Montana, Missouri, and West Virginia. The GOP is not favoured to win any of these states individually, but overall it is unlikely that the Democrats hold on to every single one of these seats.

Since 1992, Pennsylvania, Michigan and Wisconsin all voted for the Democratic nominee for the presidency in every election up to and including 2012. Together they represented an absolutely crucial block of electoral votes which the Democrats came to depend on and refer to as the “blue wall”. In 2016, the entire election hung on these states, and Donald Trump’s successful campaign to win over non college educated white voters in the Upper Midwest allowed him to tear down the blue wall, simultaneously winning the election and threatening to torpedo Democrats’ future chances in the electoral college for decades to come. If Trump’s coalitions in the Upper Midwest hold up in future elections, Democrats would struggle to reach 270 electoral votes. They need 38 more electoral votes than Clinton won in 2016. Florida provides only 29, and after that they are running out of options without the blue wall. Democratic campaigns would have to make bold attempts to win over voters in quite red states such as North Carolina and Arizona, perhaps with attempts to energise ethnic minorities into turning out in larger numbers than have ever been seen before.

The 5 Democratic Senate seats in deep red states, North Dakota, Indiana, Montana, Missouri, and West Virginia, form a similar blue wall in the Senate. They are absolutely crucial to Democratic hopes of controlling the upper chamber of Congress. There are 27 states rated as leaning significantly more Republican than the nation as a whole, compared to only 15 leaning to the left. Hence, in order to control the Senate the Democrats must be able to win over voters in red states, and this year every Democratic Senate seat in a red state is up for re-election, with the sole exception of Doug Jones’ seat in Alabama. This is extremely unfortunate for the Republicans, as the national environment being so unfavourable for the GOP this year may allow many of the strong Democratic incumbents to survive. Every single incumbent the Republicans can defeat hugely improves their prospects in the Senate over not just the next 6 years but the next two decades. Without the advantage of incumbency, Democrats would be hopeless in these deep red states, and without these crucial seats they would also be hopeless in terms of controlling the Senate as a whole.

In terms of 2018 alone, losing even one seat in this blue wall in the Senate would hugely damage Democratic chances of overall control. The only realistic opportunities for Democrats to make additional gains beyond Nevada and Arizona to make up for losing part of the blue wall are an open race in Tennessee, which leans 14 points to the right, and Texas, where strong Republican incumbent and big name Ted Cruz has $24 million and counting to defend the state, which is a full 8 points more Republican than America overall. So Democrats desperately need their incumbents to lock up key states, before they can truly entertain the possibility of control of the Senate.

Introducing RedvBlue’s Senate Model

Predictions as of 9/29/2018:

On November the 8th 2016, 129 million Americans went to the polls in one of the most bitterly fought and important elections of the 21st century. Over the course of the following night, Donald Trump’s huge upset victory was gradually unveiled to tens of millions of people watching with baited breath. The result defied almost all predictions, and left the GOP utterly dominant in the political landscape. There were 33 Republican governors, and the GOP held reasonable majorities in both chambers of Congress. As if this weren’t enough, there was an open seat on the Supreme Court, which Trump promptly filled with conservative Neil Gorsuch. With the recent retirement of Justice Anthony Kennedy, Trump and the Senate Republicans are rushing to replace Kennedy with Brett Kavanaugh, whose confirmation would create a conservative majority in the Supreme Court which could last over a decade, securing control of all three branches of government for the GOP.

There’s just one fly in the ointment for the Republicans. The 2018 midterms are just a week and a month away, and various indicators are looking good for the Democrats. Trump’s approval ratings are barely beating 40%, and the Democrats are at an 8-9 point advantage in national polling. Republican structural advantages, such as gerrymandering of house districts, help to mitigate some of this Democratic lead, but there is still a strong possibility that Democrats will be able to wrest control of at least one chamber of Congress. These elections will determine whether or not Trump’s GOP will have 2 years of total control of the federal government. The stakes couldn’t be higher.

RedvBlue’s Senate model attempts to accurately predict the outcome of 2018’s highly competitive battle for the upper chamber of Congress. The model is probabilistic, meaning that it runs hundreds of thousands of simulations of the election, counting the results of each, to eventually arrive at a set of results including the probabilities of various outcomes. The model takes into account the following factors:

Polls of individual races, the nation as a whole, and presidential approval. Polls are adjusted according to sample size and the pollster who published them, then weighted against one another, with higher quality polls being attributed more weight than lesser polls and polls with a smaller sample size.
Similarity between races. This is a particularly important factor in races with minimal polling. Races are compared against one another according to the nature of the state in which they are taking place, and the candidates running in them. For each race, predictions for similar races are used to infer additional information to assist with accurate simulation.
Typical expectations for each race. These are the factors one would look to if there were no polling at all. Most prominent amongst these is the incumbent Senator, their party, and their previous margins of victory. Other factors assisting in weighting the expectations include the partisan lean of the states in which each race is taking place, demographic factors, the population of the state, congressional approval ratings, and fundraising.
The time until election day. As the election draws closer, uncertainty will decrease, and the model will weigh polling increasingly heavily.

Currently, the model is showing Republicans slightly ahead in the race for the Senate, despite a seemingly large Democratic lead in the popular vote. This is due to 2018’s Senate map. Of the 35 seats up for election, 26 are already held by Democrats. This gives them few opportunities to make the 2 gains they need to win the Senate. Furthermore, many of these 26 seats are in red states which overwhelmingly voted for Trump in 2016. Races in North Dakota, Indiana, Montana, Missouri and West Virginia all present very real opportunities for Republicans to make gains of their own, which the Democrats can ill afford given their limited options. But if we learned only one thing from 2016, it is that in American politics, just about anything can and will happen.