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MNI POLITICAL RISK - Iowa Poll Spikes Democrat Enthusiasm

Daily round-up of news from the US.

Executive summary:

  • Time is running out to collect last-minute votes and drive turnout in swing states. Vice President Kamala Harris is on the trail today in Pennsylvania. Donald Trump is holding four rallies in three states.
  • One day out from Election Day, the presidential race has undergone another ‘vibe shift’, largely on the back of a poll from Ann Selzer, one of the most respected pollsters in the country, giving Harris a three-percentage-point lead in Iowa.
  • It hard to understate the buzz around the Iowa poll. Selzer has an unparalleled record of accurately calling elections during challenging cycles. Of course, consistently beating the market is statistically unlikely and the poll comes with a range of caveats including the possibilty of an Iowa-specific GOP backlash.
  • Elsewhere, the polling outlook is muddier. The final slate of NYT/Siena College polls show a counterintuitive shift, with Trump showing increased strength in the Rust Belt and Harris gaining ground in the Sun Belt. As the race remains within margin on error, anything from a Trump swing-state sweep to a Harris swing-state sweep is on the table, contingent on only a slight polling miss. 
  • Analysts have escalated warnings of pollster herding, particularly in the Rust Belt, where the consistently tight polling results are improbable.
  • The data-driven election forecast models continue to project a coin toss race. Four of the models tracked by MNI show a Trump edge, two show a Harris edge, and one shows a 50-50 race.
  • Political prediction markets have undergone a swing back to Harris following the Selzer poll.

Please find the full article attached below: US Daily Brief

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Executive summary:

  • Time is running out to collect last-minute votes and drive turnout in swing states. Vice President Kamala Harris is on the trail today in Pennsylvania. Donald Trump is holding four rallies in three states.
  • One day out from Election Day, the presidential race has undergone another ‘vibe shift’, largely on the back of a poll from Ann Selzer, one of the most respected pollsters in the country, giving Harris a three-percentage-point lead in Iowa.
  • It hard to understate the buzz around the Iowa poll. Selzer has an unparalleled record of accurately calling elections during challenging cycles. Of course, consistently beating the market is statistically unlikely and the poll comes with a range of caveats including the possibilty of an Iowa-specific GOP backlash.
  • Elsewhere, the polling outlook is muddier. The final slate of NYT/Siena College polls show a counterintuitive shift, with Trump showing increased strength in the Rust Belt and Harris gaining ground in the Sun Belt. As the race remains within margin on error, anything from a Trump swing-state sweep to a Harris swing-state sweep is on the table, contingent on only a slight polling miss. 
  • Analysts have escalated warnings of pollster herding, particularly in the Rust Belt, where the consistently tight polling results are improbable.
  • The data-driven election forecast models continue to project a coin toss race. Four of the models tracked by MNI show a Trump edge, two show a Harris edge, and one shows a 50-50 race.
  • Political prediction markets have undergone a swing back to Harris following the Selzer poll.

Please find the full article attached below: US Daily Brief