Langdon/Maddox Election 2020 Update - Forum - The Hawthorn Group

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Langdon/Maddox Election 2020 Update - Forum - The Hawthorn Group
Election 2020 Update

Langdon/Maddox
    Forum
     David Bates & John Ashford
                 October 15th, 2020
         19 Days Until Election Day 2020
  Early Voting Started September 4th, 41 Days Ago
    More Than 14 Million Votes Have Been Cast
Langdon/Maddox Election 2020 Update - Forum - The Hawthorn Group
Agenda

 I. The Environment
   •   Drivers
   •   Distractions
   •   Dynamics
   •   Data
 II. The Races
   •   Presidential
   •   U.S. Senate
   •   U.S. House
   •   Governors and State Legislatures
Langdon/Maddox Election 2020 Update - Forum - The Hawthorn Group
Drivers

 • Pandemic
 • Recession
 • Schools
 • Racial Conflict/Riots
 • Weather

 • Supreme Court Nomination
 • Washington Gridlock
Langdon/Maddox Election 2020 Update - Forum - The Hawthorn Group
Distractions

 • President’s Taxes
 • Presidential Debate
 • President’s Health
 • GOP/Dem Funding
 • Minority Support for Dems
 • Religious Support for GOP
 • Down-ballot Scandals
 • President’s Rallies
Langdon/Maddox Election 2020 Update - Forum - The Hawthorn Group
Dynamics – “Known Unknowns”

 • COVID Results
 • Schools/Football
 • COVID Vaccine
 • Voting Process/Sites/Weather/Count
    • Turnout
    • Early Voting
    • Straight Tickets
 • Transfer of Power Concerns
 • Deadlocked Electoral College
Langdon/Maddox Election 2020 Update - Forum - The Hawthorn Group
Electoral Gridlock – Decided by NEW U.S. House

            CURRENT Control of U.S. House Delegations

                                                 Republicans – 26
                                                 Democrats – 23
                                                 Split – 1
Langdon/Maddox Election 2020 Update - Forum - The Hawthorn Group
Data

 • Presidential Favorability
 • Presidential Job Approval
 • Presidential Voter Preference

 • Money Raised
 • Advertising Placements
 • Campaign Activity
 • Voter Registration/Early Voting
 • Late/Outlier Polls
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2020 Election Data
President Trump Favorable/Unfavorable

                                                                                            Latest RCP Average:
  60                                                                                           October 13, 2020

  55                                                                                                   54.5%
                                                                                                       T UnFav
  50
                                                                                                       -11.3%
  45

                                                                                                       43.2%
  40                                                                                                   T Fav

  35
    1-Jan           1-Feb     1-Mar   1-Apr    1-May     1-Jun    1-Jul     1-Aug   1-Sep      1-Oct

                                       Trump Favorable      Trump Unfavorable
Source: Real Clear Politics
Vice-President Biden Favorable/Unfavorable

                                                                                                 Latest RCP Average:
  60                                                                                                October 13, 2020

  55

                                                                                                            51.2%
  50                                                                                                        B Fav

                                                                                                               +7.0
  45
                                                                                                            44.2%
                                                                                                            B UnFav
  40

  35
    1-Jan           1-Feb     1-Mar   1-Apr    1-May      1-Jun     1-Jul        1-Aug   1-Sep      1-Oct

                                        Biden Favorable      Biden Unfavorable
Source: Real Clear Politics
President Trump Job Approval in 2020

 65
                                                                                                     Latest RCP Average:
                                                                                                      October 13, 2020
 60

 55                                                                                                                    54.2%
 50                                                                                                                     -9.8

 45                                                                                                                    44.4%
 40

 35
 1/1/2020       2/1/2020      3/1/2020   4/1/2020   5/1/2020   6/1/2020   7/1/2020   8/1/2020   9/1/2020   10/1/2020

                                                     Approve      Disapprove
Source: Real Clear Politics
Comparative Presidential Job Approval

    October Job Approval
    •   Clinton ’96 – 57%
    •   Obama ’12 – 52%
    •   W. Bush ’08 – 50%
    •   Trump ’20 – 46%
    •   Carter ’80 – 37%
    •   H.W. Bush ’92 – 33%

Source: Gallup
Current RCP Presidential Vote Intention

        42.3%                             51.6%
State Electoral Vote 2016

                                      Victory = 270 Electoral Votes
                12
                                                                                                             4
                              3               3
                                                                                                                   CT –    7
            7                                             10                                                       DC –    3
                     4
                                              3                     10                              29             DE –    3
                                  3                                      16                                        MA –    11
                                                                                                                   MD –    10
                 6                            5
                                                           6                                   20                  NJ –    14
                                                                    20   11       18                               NH –    4
                          6
          55                          9                                                5                           RI –    4
                                                                                               13
                                                  6            10             8                                    VT –    3
                                                                                               15
                                                                         11
                     11           5                   7
                                                               6                           9

                                                                         9        16                      Trump (306) 56.9%
                                                                     6
                                              38               8                                          Clinton (232) 43.1%

                 3                                                                         29        Popular:
                                                                                                         Trump 62,980,160 - 46.4%
                                          4                                                              Clinton 65,853,516 – 48.5%
2020 Eight Tier One Battleground States

Iowa                    2020 Battleground States
Wisconsin
Michigan
Ohio
Pennsylvania
North Carolina
Arizona
Florida

                                                   ?
2020 Five Tier Two Battleground States
Wisconsin               2020 Battleground States
Michigan
Ohio
Pennsylvania                                 R         R
North Carolina
Iowa                    R
Arizona
Florida, plus . . .

Nevada                                             D
Minnesota                                D
New Hampshire
Texas
Georgia
2020 13 Battleground States – 2016 Winners
Wisconsin               2020 Battleground States
Michigan
Ohio
Pennsylvania                                 10                        4
                                                  10
North Carolina                                         16
Iowa                                          6                   20
                       6                                18
Arizona
Florida, plus . . .
                                                                 15
                           11
Nevada                                                      16
Minnesota                             38
New Hampshire                                                    29
Texas
Georgia
2020 Battleground States Latest RCP Averages
Wisconsin             2020 Battleground States
Michigan                                    +9.0
Ohio
Pennsylvania                                              +7.2          +11.0
North Carolina +5.2
Iowa                                 +1.2      +6.3                +7.0
Arizona
                                                     +0.6
Florida, plus . . .
                                                                   +3.2
                                     +4.4
                            +2.7
Nevada                                             +0.4
Minnesota
New Hampshire                                                    +3.7
Texas
Georgia
2020 Final Battleground States 10/12 Polling
Wisconsin               2020 Battleground States
Michigan
Ohio
Pennsylvania                                          +7.2
North Carolina
Iowa                                   +1.2    +6.3            +7.0
Arizona
                                                   +0.6
Florida, plus . . .
                                                               +3.2
                              +2.7
                                               +0.4
Georgia
                                                             +3.7
Biden Leads Trump in 2020 Battlegrounds
Clinton Led Trump in 2016 Battlegrounds
Others’ 2020 Current Presidential Predictions

Electoral College
•NPR – 290/85/163
•The Economist – 347/191
•Nate Silver – 346/192
•Stuart Rothenberg – 319/31/188
•Larry Sabato – 290/85/163
•Charlie Cook - 290/85/163

Polling (If Election Held Today)
•NBC/WSJ – 53/39
•IBD/TIPP– 51.9/43.4
•The Hill– 47/40
•CNBC– 54/41
Hawthorn Presidential Prediction TODAY

                   65-35 Chance
                    Biden Wins
                  (NOT that Biden will win 65% of the vote,
          but today there is a 65-35 chance he will win the election)
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 U.S. Senate
Current U.S. Senate

                        Republican (53)
                        Democrat (45/2)

                      Dems need net 3 or 4
U.S. Senate 2020 Elections

                             2   Republican (23)
                                 Democrat (12)
Eleven Senate Seats Are Most at Risk of Changing Parties

                                                          +3.3                                   +3.7
 AL – Jones
 AZ – McSally                                                               +5.0
 CO – Gardner                                                     +4.8
 GA – Purdue (1)                                           +9.0
 GA – Loeffler (2)
 IA – Ernst                                     +8.0
 ME – Collins                                                                                 +5.2
 MI – Peters                                                        +12.0             0.0
 MT – Daines
                                                                              1: +2.8
 NC – Tillis                                                                  2: Special Elect.*
                                                                              •    Warnock (D) – 29.7

 SC - Graham                                                                  •
                                                                              •
                                                                                   Loeffler (R) – 23.5
                                                                                   Collins (R) – 21.7
                                                                              •    Lieberman (D) – 6.0
                                                                              •    Tarver (D) – 2.5
Sources: Newsweek, Real Clear Politics, FiveThirtyEight                       •    Slowinski (L) – 1.7
Anti-Collins (R) in Maine
Pro-Tillis (R) in North Carolina
Anti-Graham (R) in South Carolina
Senate Races – Charlie Cook’s View

                 Breakdown of 2020 Senate races
       10        THE COOK POLITICAL REPORT                                                                               10

                                                                  7

                                                                                   4
                                                   3

                                                                                                      1

  Solid Democrat      Likely Democrat        Lean Democrat     Toss Up       Lean Republican   Likely Republican   Solid Republican
   Coons (DE)                                 Peters (MI)    Loeffler (GA)    Sullivan (AK)     McConnell (KY)        Cotton (AR)
   Durbin (IL)                               Gardner (CO)    Perdue (GA)       Jones (AL)                              Risch (ID)
  Markey (MA)                                McSally (AZ)     Ernst (IA)      KS (Roberts)                            Cassidy (LA)
  Shaheen (NH)                                               Collins (ME)     Cornyn (TX)                           Hyde-Smith (MS)
   Smith (MN)                                                Daines (MT)                                               Sasse (NE)
   Booker (NJ)                                                Tillis (NC)                                             Inhofe (OK)
   NM (Udall)                                                Graham (SC)                                              Rounds (SD)
  Merkley (OR)                                                                                                       TN (Alexander)
    Reed (RI)                                                                                                      Moore Capito (WV)
  Warner (VA)                                                                                                          WY (Enzi)
Senate Races – Charlie Cook’s View

                 Breakdown of 2020 Senate races
       10        THE COOK POLITICAL REPORT                                                                               10

                                                                  7

                                                                                   4
                                                   3

                                                                                                      1

  Solid Democrat      Likely Democrat        Lean Democrat     Toss Up       Lean Republican   Likely Republican   Solid Republican
   Coons (DE)
   Durbin (IL)
                                              Peters (MI)
                                             Gardner (CO)
                                                                 ?
                                                             Loeffler (GA)
                                                             Perdue (GA)
                                                                              Sullivan (AK)
                                                                               Jones (AL)
                                                                                                McConnell (KY)        Cotton (AR)
                                                                                                                       Risch (ID)
  Markey (MA)                                McSally (AZ)     Ernst (IA)      KS (Roberts)                            Cassidy (LA)
  Shaheen (NH)
   Smith (MN)
                                                             Collins (ME)
                                                             Daines (MT)
                                                                         ?    Cornyn (TX)                           Hyde-Smith (MS)
                                                                                                                       Sasse (NE)
   Booker (NJ)                                                Tillis (NC)                                             Inhofe (OK)
   NM (Udall)                                                Graham (SC)                                              Rounds (SD)
  Merkley (OR)                                                                                                       TN (Alexander)
    Reed (RI)                                                                                                      Moore Capito (WV)
  Warner (VA)                                                                                                          WY (Enzi)
Hawthorn Senate Prediction

                  (Absent a Biden Landslide)

       Republicans hold Senate by One Seat
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U.S. House of Representatives
116th Congress – Current US House

                       Current US House

                                          Republicans (197)
                                             2018 Republican Flip
                                             2018 Republican Hold
                                          Democrats (232)
                                             2018 Democratic Flip
                                             2018 Democratic Hold
                                          Libertarian (1)
                                             Amash – MI-03
                                          Vacant (5)
                                             Graves (GA), Hunter (CA),
                                             Lewis (GA), Meadows (NC),
                                             Ratcliffe (TX)
Hawthorn U.S. House Prediction

     Democrats Win Slightly Larger Majority
                      (+5 to +15 Seats)
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Governors and State Legislatures
Current Governors

                    Republican (26)
                    Democrat (24)
Governors Up in 2020

                       Republican (7)
                       Democrat (4)
Cook Governor Predictions

A total of 11 governorships are up for grabs in the 2020 election, including
two open seats
Cook Political Report 2020 governor ratings

                                                                                                                          5

         2
                                                     1              1              1                  1
   Solid Dem ocrat      Likely Democrat        Lean De mocra t    Toss Up    Lean Republican   Likely Republican   Solid Republica n

   DE — Carney                                NC — Cooper        MT — Open   MO – Parson       NH — Sununu         IN — Holcomb
   WA — Inslee                                                                                                     ND — Burgum
                                                                                                                   UT — Open
                                                                                                                   VT — Scott
                                                                                                                   WV — Justice
Cook Governor Predictions, With Hawthorn Comments

A total of 11 governorships are up for grabs in the 2020 election, including
two open seats
Cook Political Report 2020 governor ratings

                                                                                                                              5

         2
                                                     1              1                                 1
   Solid Dem ocrat      Likely Democrat        Lean De mocra t    Toss Up    Lean Republican   Likely Republican       Solid Republica n

   DE — Carney
   WA — Inslee
                                              NC — Cooper        MT — Open   MO – Parson       NH — Sununu
                                                                                                                   ?   IN — Holcomb
                                                                                                                       ND — Burgum
                                                                                                                       UT — Open
                                                                                                                       VT — Scott
                                                                                                                       WV — Justice
In 28 states, both legislative chambers are currently controlled by the GOP, 19 by Dems

                                                   Party control of state legislatures
                                       ■ Republican-controlled ■ Democratic-controlled ■ Split Legislature ■ Non-partisan
                        WA

                                             MT                                                                                                          VT            ME
                                                              ND

                   OR                                                          MN
                                                                                                                                                                        NH

                             ID                               SD                               WI                                                   NY

                                              WY                                                               MI

                                                                                    IA                                                       PA
                                                                NE
                        NV
                                                                                                                         OH
                                  UT                                                                IL    IN
                                                                                                                                                                       MA
                                                       CO                                                                          WV
              CA
                                                                                     MO                                                      VA                         RI
                                                                     KS
                                                                                                                    KY
                                                                                                                                                                        CT

                                                                                                                                             NC
                                                                                                          TN                                                            NJ
                             AZ                                           OK
                                                  NM                                     AR                                                                             DE
                                                                                                                                    SC

                                                                                                                                                                        MD
                                                                                                     MS   AL                  GA

                                                                TX
               AK                                                                         LA

                                                                                                                                        FL
                                       HI                                                                                                         Sources: Cook Political Report.
Partisan breakdown of state legislative chambers

                       State legislative chambers, by party (pre-2018 and current)
                       ■ Republican-held ■ Democratic-held

                                   65
                                                                                                 58

                                                                                                                            40
                                                        33

                                   Prior to 2018 Elections                                                  Current

  Source: Cook Political Report.                             *Nebraska’s unicameral legislature is not included in these tallies as it is considered non-partisan
Four GOP chambers and two Democratic chambers are considered Toss Ups in 2020

    Cook Political Report ratings of 2020 state legislative chambers           • Six states (AL, LA, MD, MS, NJ, and VA) are
                                                                                 not holding elections in either chamber in
    Democrat-held seat                                                           2020
    Republican-held seat
                                                                               • MI is not holding an election in its upper
                                                                                 chamber

                                                                                                              10 GOP
                                                                                  9 GOP
                                                                                                             FL House
                    8 Dem                                                                                    IA Senate
                                                                               FL Senate
                                                                               GA Senate                     KS Senate
                 CO Senate                                      2 Dem, 4 GOP
                                                                                                             KS House
                 DE Senate                                                     GA House
                                                                               IA House                      OH Senate
                 ME House
                                                                 AK House      NC House                      OH House
                 NV Senate
                                                                 AZ House                                    TX Senate
                NV Assembly                                                    NC Senate
                                                      3 Dem      AZ Senate                                   WV Senate
                 OR Senate                                                     PA Senate
                                                                MI House                                     WI Senate
                 OR House                           ME Senate                  PA House
                                                                MN Senate                                   WI Assembly
                 WA Senate                          MN House                   TX House
                                                                 NH Senate
                                                    NH House

                 Likely Dem                         Lean Dem      Toss Up      Lean GOP                    Likely GOP

     Sources: Cook Political Report; Ballotpedia.
Ballot Issues

  • California
     • Com/Indus Property Taxes
     • App-Based Employees
     • Consumer Privacy Act
  • Florida – Minimum Wage to $15 by 2026
  • Nevada – 50% Renewables by 2030
  • New Mexico – Appoint PRC
Election 2020 Update

Langdon/Maddox
    Forum
     David Bates & John Ashford
                 October 15th, 2020
         19 Days Until Election Day 2020
  Early Voting Started September 4th, 41 Days Ago
    More Than 14 Million Votes Have Been Cast
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