Here’s my #2018Midterms HOUSE watch thread:
Other forecasters focus on the numbers, but I’m
more interested in themes.
First thing
is you can now ignore the national generic ballot and Trump rating – both have
been stable for 4 weeks. As we learned in 2016, the national polls did not tell
the story of that election. It was a set of regional stories that determined
the outcome, e.g. breach of the industrial Midwest’s “blue wall,” Clinton’s ill-conceived
attempt to expand the map into the Southwest, etc.
[Find more details from the Monmouth University Poll's 2018 House polling here.]
The 2018 House will be a regional one as well. While all the
issues I am about to mention play out nationally, their impact is more of a factor
in different regions.
Let’s start in
order of poll closings.
We might see
some early disappointment for Dems and hope for Republicans in places like #KY06
and #WV03. But these may be more of a sign that “red gravity” in the inland SOUTH
is just too heavy for Democrats to reach escape velocity.
If Dems pick up one of those, they are
probably in for a good night, but we will need a little more data to see if
they weren’t idiosyncratic victories.
The next region to focus on is the EAST COAST – this is
where Dems look likely to pick up their largest number of House seats. This is where white suburban college educated
women are the single biggest voting bloc. Those that have voted Republican in
the past are not happy with Pres. Trump and not happy with their party
leaderships’ unwillingness or inability to provide a check on that. In other
words, they feel their party has left them. Combine that with high levels of enthusiasm
among Democrats and you have the makings of a blue wave. The question is whether this wave could materialize
here but dissipate as it tries to cross the Appalachians.
Virginia could provide the answer as it contains a number of
competitive districts that could indicate how far a wave could travel if it materializes.
First, if Republicans can hold onto #VA10, there is no blue wave – in fact, not
even a turquoise ripple. But Dems
winning that one seat does not necessarily get them to 218 in the House. #VA07
will be a key. If Dems pick up this
seat, then they are almost certainly on the path to a majority. If Dems can also swing one or both of #VA02
and #VA05 then they are on the path to a very big night as we head west.
Next up is the MIDWEST.
If the Northeast is largely a story of “Romney-Clinton” districts, the
Midwest is where we are looking at “Obama-Trump” districts. But it might be
more accurate – and easier to understand the dynamics there if we refer to them
as “Change-Change” districts instead.
This
region is more populated (relative to other regions) with voters who feel
government is deaf to their concerns and that politicians are more interesting
in protecting the interests of the “establishment.” Many of them still like Trump simply because
he continues to destabilize the establishment. But they don’t necessarily feel
that way about the Republicans running for Congress. Combine that factor with
enthusiasm among suburban Dems who regret staying at home in 2016, and you have
a recipe for another big haul for Democrats.
On the other hand, the president’s recent appeals to his supporters to
think of this election as him being on the ballot might be just enough for
Republicans to hold on to many of these seats (although it’s not looking that
way right now).
Then we move to CALIFORNIA and the SOUTHWEST. These are some
of the most – and rapidly growing so – culturally diverse districts in the
country. This may sound like good news
for Democrats, but there are two problems. First, Hispanic and Asian voters are
the least likely to show up to vote, especially in midterms. Second, Latino men
are not monolithically Democratic – in fact they may be one of the biggest
swing groups in the country. Democrats
need to turn out a big number of first-time midterm voters. This group is a key
ingredient for them in the East and Midwest, but early vote returns suggest
they may be still lagging in places like southern CA and TX.
Republicans, on the other hand, need to hold on to a significant
number of Latino men, as polls suggest they are doing now in the
Southwest. One issue central to this is
immigration, where many Latinos side with GOP policy. This is one region where immigration competes
with health care as the top issue that voters say they are looking at when they
consider their House vote. Republicans have a built-in advantage if they can get
voters to prioritize concerns about immigration in their choice for House.
[Side note: if determining control of Congress comes down to
Southern California, we probably won’t know the results for another month
because apparently each county clerk there is provided with a single abacus on
which to tally the votes.]
The bottom line is that we could see a blue wave in one or
two areas but not in others. If you want to understand the “why” and not just
the “how many” of party shift in the House, pay attention to the regional differences.