RealClearPolitics House Rankings

I’m curious what SSP’ers think about RealClearPolitics US House rankings for November. They’re fairly bleak reading: RCP ranks 24 Dem seats as “leaning” or “likely” Republican, with three Republican seats ranked as “leaning” or “likely” Democratic. So right off the bat, they have the Republicans with a 21-seat gain.

On its own, that wouldn’t be surprising; it’s the “tossups” that are.  

Beyond the 21-seat net GOP gain RCP sets as a base, they project that there are 30 Democratic seats (and one Republican seat) that are in the “tossup” category. What’s so bleak about this picture is that if we assume the 21 pickups they do, and a GOP-leaning electorate, that would indicate they’d get more than half of the tossups, giving them a majority.

Certainly, this would be consistent with the TPM and Pollster Generic Ballot average, which are looking especially bleak.

To be fair, there are some important caveats. The generic ballot does not look good, but it seems to be particularly skewed by Rasmussen, which has a 48-36 GOP advantage right now, and Gallup, whose polls have swung wildly. In the Pollster database, if you filter both of those out, you get a narrow 1-point GOP generic ballot advantage.

More on point about the RCP average – could they be over-optimistic? GOP gains of 40+ or even 50+ are certainly possible, given the political climate. But it does seem like several of those races listed as “lean GOP” should be listed as tossups. And although RCP is relatively non-partisan in their polling averages, they are a GOP site.

Any thoughts? I’d be interested in hearing more from people who know these races better than I do.  

MO-Sen: Blunt Ahead by 6

The Post-Dispatch and Mason-Dixon have published a poll showing Roy Blunt leading Robin Carnahan, 48-42.

The numbers don’t surprise me, frankly. A year ago, most people expected that Carnahan would easily defeat Blunt. But Missouri is a red-leaning state and in this political climate it will be very difficult for her to prevail.

What’s especially striking is how poor Obama’s numbers are in Missouri: far poorer than you might expect.  

According to the poll:

The poll, conducted July 19-21, asked voters if they would support Blunt, a congressman from Springfield, or Carnahan, Missouri’s secretary of state. Blunt was backed by 48 percent of the respondents, compared to 42 percent for Carnahan. The remaining 10 percent were undecided.

The two are expected to sail through their party primaries on Aug. 3 and face off in the general election in November.

“Outside of the metro areas, he’s killing her,” said Brad Coker, managing director of Mason-Dixon Polling & Research, the firm that conducted the poll.

In the poll, 57 percent of respondents disapproved of Obama’s performance as president, compared to 34 percent who approved. Among independent voters – those who didn’t identify themselves as Democrats or Republicans – 63 percent disapproved of Obama’s performance.

Personally, I think this race may well be lean-R. Yes, it’ll probably be decided by less than 5 points, but with numbers for Obama and the Democrats that bad, it’s going to be quite difficult for Carnahan to win.

The big mystery to me is why Obama’s numbers are so bad in Missouri. He only barely lost the state in 2008, and together Obama’s and Nader’s voters outpolled McCain and Bob Barr. Obama even won the primary here (albeit just barely). Yet compared to other close states like Ohio and even Indiana, Obama’s numbers here are dismal. More like the numbers he’s gotten out of Kentucky and Tennessee.

What, exactly, is going on? I realize that Missouri is a fairly racially-polarized state. I realize that outside St. Louis and Kansas City, it has a fairly conservative electorate. I realize it’s a demographically older and more working-class population. Yet I would expect his numbers to be in the low-to-mid 40s, not 34. And in no other state have his numbers fallen quite as far in relation to his performance on election day, ’08.

Any theories?

What is Charlie Cook Overlooking?

DC political prognosticator Charlie Cook is getting a lot of attention for his doom and gloom about Democrats’ chances this November. He has controversially asserted that health care reform is Barack Obama’s Iraq War and that the Democrats will likely lose the House.

It’s worth pointing out that other major political pundits don’t (yet) agree with Cook’s forecast; Larry Sabato and Stuart Rothenberg, for example, still see Republican gains in the House in the mid-to-upper 20s. Cook’s analysis can’t be totally dismissed, however. Congressional approval ratings, though always low, are scraping the bottom of the barrel. Democratic enthusiasm is hugely down, economic forecasts indicate slow job growth through the end of the year, and Obama’s approval rating is the second-lowest of any president at this point.

Moreover, young and minority voters are unlikely to turn out in large numbers; many, even if supportive of Obama and liberal-ish in their views, aren’t especially political and may treat the midterms with apathy. As Obama’s approval ratings are low with older voters and white voters, a turnout favoring them could well  deliver the GOP big gains.

Nonetheless, Cook’s analysis seems flawed to me. It’s not that Democrats couldn’t lose the House. And it’s not just the standard “a week is a lifetime in politics,” caveat. Rather, Cook seems to me to miss many mitigating factors, and I’m curious if others agree.  

First, I don’t think Cook accounts for the weakness of the GOP brand, which remains very low. It’s true that in an anti-incumbent year, Democrats will be the main losers as the party in power. But while large GOP gains aren’t out of the question, the voters’ low enthusiasm for the GOP seems to me to be a major hurdle. Hatred of the GOP could prove extremely potent in getting a higher proportion of Democratic-leaning voters to the polls. In 1994, pre-Newt’s speakership, surveys showed Democrats had relatively low disapproval of the Republican Party.

Second, I think Cook understates the potential for Democratic mobilization. Especially if Democrats can pass health care reform, they will likely at least stabilize their position with Democratic-leaners and have a concrete – and real – achievement to champion before the voters. Frankly, even without that, mobilization alone would shift turnout somewhat in their favor. And by all accounts, it appears that Obama will take a major personal stake in the midterms. This will be an all-out, nationalized campaign, and while there will be districts where that will be hindrance, revving up Democratic voters and convincing them to turn out and vote could well save several marginal seats.

Third, I think Cook underestimates Obama’s continuing popularity. There’s no doubt that Obama’s numbers have fallen, but the public still likes Obama personally by a heavy margin. And for all the talk of Democratic disillusionment, approval and enthusiasm for the president among Democratic-leaners remains extremely high. Comparisons with Bill Clinton are difficult, as Clinton’s approval ratings in early 1994 were actually quite high. But by the late spring of ’94, Clinton’s job and personal ratings were significantly down due to several big political defeats and the controversies over Whitewater. While Obama’s job approval ratings and personal favorability ratings could fall to the low 40s, I have a hard time seeing them doing so. And if Obama’s ratings are around 50% in November 2010 and if he maintains high personal approval ratings, it would add up to a less hostile climate for Democrats than they faced in 1994.

All of these factors suggest to me that Republican gains will likely top out at the mid-to-upper 20s or low 30s, in the House. And the potential is there, actually, for actual losses to prove smaller. Unless there is a double-digit recession, it is difficult (though, again, not impossible) for me to see Republicans picking up 40+ seats. If, as forecasted, we have at least some modest job growth, approval ratings for Obama around 50%, passage of health care reform and at least a few other popular items, and Democratic mobilization heavier-than-today, that points towards more modest losses than what Cook is forecasting.

In fairness to Cook, we’re in somewhat uncharted waters here. Neither 1994 or 2006 looked like wave elections this far out, although moderate gains for the opposition in both years seemed likely. In both years, voter anger grew and grew and didn’t peak prior to election day.

This year, the level of angst is present so early that it’s hard to predict what will over the coming months. It is entirely plausible that the seeming wave will crest. Democrats are aware of voter anger far earlier and for the GOP to look like they’re returning to power this early on may give time for wavering voters to have second thoughts. Alternately, the wave could build, which would indicate catastrophic losses for Democrats. Or it could remain roughly the same as it is today.

So do people agree? Disagree? Or is Cook right regardless of the factors I name?