Predicting the Presidential Outcome

At long last the election is finally here, but we still can’t predict the presidential outcome with any confidence. Recognizing that there have been many conflicting national polling factors present for the past several weeks, now at the end of the campaign it appears that all of the major pollsters are projecting just about the same final national popular vote result – a virtual tie.

Seven polls were released on Thursday through Saturday, and four of them (Ipsos/Reuters, Rasmussen Reports, UPI/C-Voter, and Zogby for the Washington Times) produced a high-40s deadlock between Pres. Barack Obama and Republican challenger Mitt Romney. Two (Purple Strategies and Public Policy Polling) forecast a one-point lead for Obama. One, the ABC/Washington Post poll, showed Romney with that same single-point advantage. Simply put, the national election doesn’t get any closer.

Good news actually exists for both candidates in these final surveys. First, bringing the candidates back into a tie is positive for the president, who had been starting to drop behind. On the other hand, and an argument in Romney’s favor, an incumbent tied going into the election is rarely a good sign, because challengers typically under-poll to at least a small degree.

On the state front, Ohio still appears to be the deciding factor. There are some favorable indications that Romney will win close victories in North Carolina and Florida, which are his top priority conversion states. He also is trending upward in Virginia, but the all-important Buckeye State remains a mystery. The president has a slight edge in several polls, but not in others.

Looking at the secondary states, though Nevada and possibly Iowa look to remain in the president’s column, Romney is getting strong positive signs from Colorado. Should he be successful in taking Virginia and Ohio, Colorado would clinch a victory for the challenger.

Polling

There has been a great deal of analyses done about the myriad of polls conducted over the past months, and the conflicting nature between the ones that have projected the 2012 vote using a turnout model based upon 2008 voting patterns. Many have said that using such base data explains the polling discrepancies because the 2012 electorate is much different than that of four years ago. Therefore, using the 2008 model may skew too heavily Democratic.

Mike Barbera, a Washington lobbyist and guest columnist for our reports, has studied this situation, and offers the following perspective: Given all available evidence, the idea that the 2012 electorate will be as Democratic as 2008 is implausible – and the notion that it will be even more Democratic is to be completely rejected.

The 2008 election cycle featured the following:

• A highly motivated Democratic base, enthused by the historic candidacy of Barack Obama and still seething with animus toward George W. Bush
• A dispirited Republican base (although the Palin vice presidential selection remedied this to a certain degree)
• A historically-unpopular outgoing Republican president
• A huge funding disparity, which allowed the Obama campaign to dramatically outspend the McCain forces on the airwaves and in the get-out-the-vote (GOTV) efforts
• An economic meltdown a month before Election Day

That is a recipe for what a great Democratic year looks like – and indeed the Democrats in 2008 had a great year. They elected a president as well as super-majorities in both the House and Senate.

To put it mildly, 2012 looks nothing like 2008. By any measure, Republican enthusiasm is much higher than in 2008. Obama’s favorability ratings are significantly lower than they were in 2008. His job approval ratings are dismal. Romney and his GOP allies are at financial parity with the Obama campaign and the Democrats – so the Republican GOTV efforts are vastly improved from the threadbare McCain operation of 2008. Romney is doing very well among independents – John McCain lost them by a substantial margin.

Early Voting

States are reporting the number of ballots already returned through the various early voting processes. While all of the partisan numbers, i.e. the ballots returned from registered Democrats, Republicans, and unaffiliated voters, are better for Romney and the Republicans than the ratios from four years ago, it is unclear if they are a precursor to a Romney victory performance.

The Romney camp compares the current early voting trends to that of 2008 GOP nominee John McCain and illustrates what they believe is their candidate’s improvement over his showing. While there seems no doubt that the already returned ballots will yield better results for the Republican, as the Obama campaign points out, Romney must exceed the president’s vote total, not just that of McCain, and in every state but Colorado (that releases early voting partisan registration data) more Democratic ballots have been returned than Republican. All totaled, almost 30 million people have already voted in this election.

The Senate

Democratic trends in the statewide contests are better than for Republicans. It now appears likely that the Democrats will retain control of the Senate and do so with about the same level of strength they currently maintain: a seat up or down from the current 53D-47R margin.

The House

While the Senate races appear to be trending Democratic, the Republicans are pulling away in the House. The GOP majority is secure, and their original majority margin, based upon 242 seats, could even increase by as many as three or four seats when analyzing the final individual race trends.

Conclusion

This election is very close, and could be following one of two election models. The first would be that of 1980, where Ronald Reagan was running close to incumbent President Jimmy Carter, only to catch a wave at the very end and go onto a major landslide victory. The second potential precursor is the 2004 election, where a relatively unpopular incumbent President, George W. Bush, won a close victory that basically came down to the state of Ohio becoming the deciding factor. Determining the actual result is now merely hours away.

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Obama Approval Ratings Reach Historic Lows

While the attention of most political observers and pundits has been on the extremely volatile multi-candidate contest for the Republican presidential nomination, little attention has been paid to the standing of the certain Democratic standard-bearer, President Barack Obama.

Polling by the Gallup organization, which has been tracking presidential approval ratings since the administration of Harry S. Truman, suggests that President Obama’s approval rating is lower than each of his eleven most recent predecessors at a comparable time in their presidencies. This statistic includes: Lyndon Johnson, Gerald Ford, Jimmy Carter and George H. W. Bush, who were either not reelected or, in the case of Ford, never elected.

For the week ending Dec. 4, Obama’s approval rating stood at 42 percent, down one percent from his historically low November rating of 43 percent. The President’s disapproval rating currently stands at 50 percent, up one point from last week’s number. Again, all of these numbers are according to Gallup. Obama will need to improve his approval rating considerably during the rest of December in order to avoid numbers that are sure to initiate jitters among congressional Democrats and others sharing the ballot with him in 11 months.

The following chart provides an illustration of the presidential approval rates at the commensurate time in office (December of third year in office):

President      Year     Average approval
Eisenhower      1955                     75
Nixon                1971                      50
Carter                1979                     53
Reagan              1983                     54
Bush ’41            1991                      51
Clinton              1995                     51
Bush ’43            2003                    54
Obama              2011                      42 (through December 6)

As you can see, public approval ratings at the end of the third year of an incumbent’s presidency does not necessarily dictate his re-election result. For example, Presidents Carter (53 percent) and Reagan (54 percent) had virtually identical numbers at the end of their third year in office, but their election results one year later, as we all know, were starkly different. The same was true for Presidents Bush and Clinton, who both scored an identical 51 percent in the December preceding the election. But, Obama’s anemic 42 percent positive rating is far below any of his predecessors. It is too early to tell, however, whether or not this number will prove to be a precursor to defeat.

Gallup Poll: Satisfaction with Government at All-time Low

The Gallup organization has been studying the American attitude toward the federal government for the past 40 years, yet their latest poll results have entered a new realm. In looking at data dating back all the way to 1971, at no time has the distrust of governmental institutions and elected leaders been lower than it is today.

According to their September 2011 survey, 81 percent of those sampled (Sept. 8-11; 1,017 adults; released Sept. 26) say they are dissatisfied with the way they are being governed, a record high for the 40 years that they have been testing such feelings and attitudes. Only 19 percent responded favorably to this question. The numbers began this seriously downward trend at the beginning of 2007 when the ratio was 31:67 percent positive to negative. Right after the 2010 election, the results improved to 44:56 percent, but then retreated soon after.

The only other era in modern political history when the trust numbers even approached the current levels was during Watergate and the Nixon resignation back in 1974. But, even then, the macro ratings were still better than they are today. At that time, 26 percent of the survey respondents reported being satisfied with the way they were being governed versus 66 percent who were dissatisfied.

Beginning in 1982, the negativity of the Watergate era dissipated and the number of respondents expressing confidence in the federal government reached parity with those who were dissatisfied. By the beginning of Ronald Reagan’s second term in 1984, the trust factor ventured into strongly positive territory (55:37 percent) and continued this consistent pattern all through the Reagan (second term), Bush, and Clinton presidencies, all the way to the conclusion of George W. Bush’s first term, and never varied by more than a few percentage points.

By the middle of the second Bush term, however, the public attitude toward government deteriorated and the trust factor has yet to rebound. In fact, now three-quarters of the way through President Obama’s first term, public trust in government has cratered to an almost unanimous negative impression.

Congress’ job approval has normally been below 50 percent since 1971 except for the period between 1998-2003 – streaming to an 84 percent positive impression right after the Sept. 11 attacks. Now, it too is reaching a record modern era low, spiraling down to the range of the 13th percentile.

From 1972 all the way through 2008, Americans said they had either a “great deal” or at least a fair amount of confidence in the men and women who held public office. After the beginning of the Obama Administration, however, these numbers, too, have trended seriously downward. Being no worse than 54:44 percent positive to negative during the entire aforementioned 36-year period, the public official confidence factor has now tumbled all the way to 31:69 percent, with the latter figure representing those saying they have “not very much” or no trust and confidence in elected office holders.

The Gallup results are codified by the results of the last three elections. The voting results in 2006, ’08, and ’10 represent the first time that Americans have expressed anti-incumbent sentiment at the polls during three consecutive elections. As the confidence factor continues to deteriorate, another anti-establishment wave could again emerge in 2012.

Is Calif. Sen. Feinstein Vulnerable?

According to a new poll released late last week by the California-based Field survey research organization, Sen. Dianne Feinstein (D-CA) is suffering from the lowest approval ratings of her nearly two-decade tenure in the U.S. Senate. The survey comes as troubling news for the former San Francisco mayor, just 14 months before she must again face the voters in the nation’s most populous state.

The Field Poll of 1,001 registered California voters (Sept. 1-12; 3.2% error factor) shows 44 percent of voters surveyed would not send Feinstein back to Washington for a full fourth term if the election were held today. Forty-one percent indicated that they would support the senator’s reelection bid. This is the first time in Feinstein’s senatorial career, which began in 1993, that her re-elect rating has been “upside down.”

For the past two decades, Ms. Feinstein’s job approval ratings, according to Field’s research, have been consistently positive by comfortable and sometimes impressive margins. Currently, however, they have shrunk to worrisome levels. Forty-one percent of the respondents said that they approve of the job she is doing in the Senate while 39 percent disapprove. The +2 margin is the slimmest of Feinstein’s career. Her approval/disapproval numbers are 60-21 percent among Democrats, but just 40-32 percent among unaffiliated and independent voters.

Feinstein’s California Senate colleague, Barbara Boxer, who won reelection by 10 percentage points in 2010, is also experiencing an approval ratings decline. Boxer’s latest job approval score is upside down at 39-42 percent.

California voters give Congress as a whole its lowest rating since 1992 with just a 9 percent approval and an overwhelming 86 percent disapproval score.

However, the fact that California is one of the nation’s most reliable Democratic states obviously cuts in Sen. Feinstein’s favor, as it did for Boxer in 2010 when she faced the most serious challenge of her career against former Hewlett-Packard CEO Carly Fiorina (R).

Potential opposition is also an obvious vulnerability factor and this is where California Republicans normally suffer. Finding a candidate with a high enough name identification to become a viable statewide candidate is a difficult task. With a population of 37.2 million people, 23.6 million of whom are registered to vote, a Republican challenger either must begin with virtually universal name identification, such as former Gov. Arnold Schwarzenegger, or have so much money that they can spend their way into familiarity.

In a race against Feinstein, one such GOP candidate could possibly be emerging. Michael Reagan, the adopted son of President Ronald Reagan and a former national talk show host, is reportedly considering launching his candidacy. The latest Field numbers will undoubtedly capture his interest, but he is reportedly a long way from committing to a statewide race. The Senator, for her part, hasn’t yet announced that she will even run for re-election. Now 78 years old, Ms. Feinstein decided against running in the open governor’s race last year, a job she always coveted, even when it looked to be hers for the taking.

Though a Feinstein-Reagan race would clearly be competitive, and give the Republicans at least a chance at scoring a huge upset, neither candidate is firmly in the race. In the end, Feinstein will clearly be favored, but these new Golden State developments are at least worthy of serious attention.

Obama’s Job Approval: A Cause for Concern

Presidential job approval ratings can fluctuate widely based on a rather wide variety of factors. Among these are the status of the economy, whether the U.S. is at peace or war, the presence of real or suspected scandal, etc.

While President Barack Obama’s administration has been free of any significant scandal, the U.S. is currently engaged in somewhere between two and three wars, and is suffering from a painfully slow-growing economy and a 9.2 percent unemployment rate.

While the President’s approval rating has generally fluctuated in a relatively narrow band that has ranged from the mid-50s to the mid-40s for the last two years, the trend in recent weeks has become troubling for Democrats seeking office in 2012.

Yesterday’s daily Gallup presidential approval tracking poll shows Obama’s job approval rating now slipping to 39 percent. The Gallup poll takes a rolling three-day average of opinions expressed by 1,500 adults nationally. The margin of error in the survey is +/- three percent.

While Obama continues to receive broad support from African-Americans, his approval rating among Hispanics and whites has lingered at record lows in the past two weeks. Gallup noted that Obama’s approval rating among postgraduates and high-income Americans has seen a particularly steep decline since the late May-early June time period, which was the last time his average weekly job approval rating registered at least 50 percent.

At this stage of his presidency, Obama’s standing with Americans doesn’t compare very favorably with other post-WW II presidents. At the 940 days in office mark (Aug 20), here is how Obama compares to the other Presidents, since Harry S. Truman when polling of this type began:

  • Obama                  40%    Standing for re-election in 2012
  • Truman                54%    Re-elected in 1948
  • Eisenhower        71%    Re-elected in 1956
  • Kennedy              62%    Assassinated in 1963
  • Johnson              48%    Did not seek re-election in 1968
  • Nixon                   49%    Re-elected in 1972
  • Ford                      53%    Defeated for election 1976 (polled at 857 days in office)
  • Carter                   32%    Defeated for re-election in 1980
  • Reagan                 43%    Re-elected in 1984
  • Bush, G.H.W.    59%    Defeated for re-election in 1992
  • Clinton                 46%    Re-elected in 1996
  • Bush, G.W.         59%    Re-elected in 2004

Only Jimmy Carter fared worse than President Obama at this point in the term. The average for the 12 presidents after 940 days in office (857 for Ford) is 47.8%. Thus, Obama is almost eight percentage points below average at this point in time.

The low approval numbers do not mean that the President is doomed to lose his re-election campaign. History shows us that Presidents Nixon, Reagan, and Clinton were all below 50% approval but went on to win impressive re-election victories. In fact, historic landslides were even recorded for Nixon and Reagan. Conversely, two Presidents with some of the highest approval ratings, George H.W. and George W. Bush, both registering a strong 59% positive ranking at this commensurate time during their terms in office, did not fare as well in their re-election campaigns. As we know, George H.W. Bush was defeated for a second term, and his son won a close battle against a below average Democratic candidate.

While President Obama can certainly rebound and win a second term in office at the end of next year, the low approval ratings must be a cause for concern in his campaign camp. Watch for the President to make significant moves to improve his standing in the coming weeks.
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The (Way Too) Early Line – Vulnerable or Not?

While it’s far too early to place any value on hypothetical match-ups in a presidential election that’s 18 months away, some preliminary polling numbers are starting to raise eyebrows and interest in the 2012 Presidential sweepstakes.

Some polls released into the public domain do little to enlighten or inform about public opinions because of small or meaningless sampling methodologies or survey techniques. Others, however, provide a snapshot of informed opinion that can influence future outcomes.

A question on the minds of Democrats and Republicans alike is: “Is President Obama vulnerable in 2012?” Since the 1932 Great Depression era election of Franklin Delano Roosevelt, only two incumbent presidents have been beaten by opposing candidates in a general election. Jimmy Carter’s loss to Ronald Reagan in 1980 and George H.W. Bush’s 1992 defeat at the hands of Bill Clinton stand out as the only two examples of incumbent presidents losing a November election during that time span. (Lyndon Johnson’s withdrawal ended his 1968 re-election candidacy during the primary campaign.)

While Pres. Barack Obama continues to enjoy fairly high personal approval ratings from likely 2012 voters, his policy agenda doesn’t command the same level of support. In fact, looking at the trend line from the Rasmussen Reports tracking polls, conducted daily since the presidential inauguration, one sees that Mr. Obama’s overall approval rating has been under 50 percent every day since Feb. 18, while his disapproval score has consistently exceeded 50 percent post-Feb. 10.

These numbers might not mean much taken in and of themselves because Obama won’t be facing a “stay or go” plebiscite in November 2012. Instead, he will square off with a Republican challenger and, perhaps, an independent entry with a stark ideological bent.

During the month of March, Rasmussen conducted a series of presidential ballot test studies that included 10 different hypothetical GOP nominees. The comparison surveys all sampled at least 1,000 (and in some cases 2,000) likely voters and were conducted during the March 6-31 period. The sampling margin of error for surveys of 2,000 is +/- 2 percent with a 95 percent level of confidence; the error rate for surveys of 1,000 is +/- 3 percent with a 95 percent level of confidence.

Interestingly, regardless of who becomes Obama’s Republican opponent, the data shows he garners support between 49 and 42 percent of the respondents. The match-ups project Arkansas former Gov. Mike Huckabee to be running dead even with the president (43-43 percent), while Massachusetts ex-Gov. Mitt Romney trails 40-45 percent. Rep. Ron Paul (R-TX-14) is down 34-42 percent and Mississippi Gov. Haley Barbour lags behind by exactly that same percentage. As you have seen, all of the aforementioned Republicans trail by single-digit margins. GOP potential candidates down double-digits include: former vice-presidential nominee and Alaska Gov. Sarah Palin (38-48 percent), Minnesota former Gov. Tim Pawlenty (35-45 percent), Ambassador to China Jon Huntsman (31-41 percent), former Speaker of the House Newt Gingrich (37-49 percent), Indiana Gov. Mitch Daniels (32-45 percent), and businessman, newspaper columnist and Tea Party activist Herman Cain (25-43 percent).

At this early point in the election cycle, there are few definitive conclusions to draw from the president’s middling approval ratings and his less than dominant showing in these hypothetical horse races. However, there is also little to suggest that Mr. Obama will have the luxury of running a relaxed, Rose Garden re-election strategy either.
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Obama’s Approval Ratings Give No Clue to Re-Election

The Gallup Organization released its presidential job approval ratings for late January, and then compared Barack Obama’s current scores to previous presidents at a commensurate time during their respective tenures in office. Eight former presidents were included on the comparison list, all of Mr. Obama’s modern-day predecessors with the exceptions of Presidents Lyndon Johnson and Gerald Ford. Neither of these men were elected to their first, or only (in the case of Ford), presidential term, hence they were purposely omitted. Vice Pres. Johnson assumed office after John F. Kennedy’s assassination and Vice Pres. Ford succeeded Richard Nixon upon his resignation.

Testing the elected presidents’ job approval ratings in January of their third year reveals no re-election prediction pattern. The chief executive with the best job approval score, George H. W. Bush at 75% in 1991, ironically went on to lose re-election less than two years later. The one with the lowest rating, Ronald Reagan at 36% in the beginning of 1983, would later win a 49-state landslide victory and enjoy historical ratings equal to the best American presidents. Kennedy, though his tragic murder prevented him from seeking re-election, was second highest at 74%. Dwight Eisenhower, who did win a comfortable re-election in 1956, posted a 70% positive score in the first month of 1955.

Since the 2010 election, President Obama’s approval ratings have increased slightly. According to the January Gallup data, he now stands at 49% job approval, with 42% disapproving. These numbers rank him sixth of the nine president’s tested. He is in the same category as Bill Clinton and Jimmy Carter, who both registered 47% in early 1995 and 1979, respectively. Clinton, of course, went on to win re-election, though without the benefit of gaining majority voter support, and Carter went down to one of the biggest landslide defeats in history.

The remaining two presidents on the list, George W. Bush, at 60% positive in January of 2003, and Richard Nixon, who posted 56% in early 1971, both were re-elected to a second term. Bush won a close re-election and served the entire term. Nixon won a landslide victory, but was forced to resign from office in disgrace in 1974.

Thus, the historical job approval ratings give us little in the way of predicting how Mr. Obama will fare in the 2012 presidential election. From a partisan standpoint, the president’s approval ratings among Democrats have been consistent throughout his tenure. Currently standing at 84%, he began with an 88% mark in February 2009 among voters within his own party. Republicans, not surprisingly, always scored him low, but he has now dropped into the teens among this subset of the electorate. He began with 41% approval ratings among GOP voters, but currently scores only 14% positive. Perhaps most troubling for the president is his standing among Independents. Here, he is substantially weaker after serving two full years than when he first began. Within this group, Mr. Obama initially registered 62% favorable. Today, his score tumbles to 49%. It is within this latter subset that the President’s support will have to substantially grow if he is to win a strong re-election victory 21 months from now.

All of the current Gallup data were accumulated during the January 23-25th period. The sample size contains a rolling average of 1,500 adults.
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