By Alan Abramowitz
It isn’t just the tracking polls that seem to be fluttering randomly in the wind. An analysis of polls by six major media outlets (Time, Newsweek, CNN/USA Today/Gallup, CBS/New York Times, Pew, and Fox) that released polls during the first half of October and during the second half of October reveals that there is a strong negative correlation (-.84) between the early October results and the late October results.
In other words, the better Bush was doing relative to Kerry in the early October poll, the worse the was doing in the late October poll. Some of this might be explained by the well known phenomenon of regression toward the mean. If a poll’s early October sample had either too many Bush supporters or too few Bush supporters just due to chance, it’s late October sample should be closer to the true population mean. But these results went well beyond regression toward the mean. Every poll that was above the overall mean in early October was below the overall mean in late October and every poll that was below the overall mean in in early October was above the overall mean in late October. What this bizarre pattern suggests is that the movements of the major media polls in October, like the movements of the tracking polls, reflect sampling error and peculiarties of the polls rather than real change in the underlying preferences of the electorate.
TDS Strategy Memos
Latest Research from:
Editor’s Corner
By Ed Kilgore
-
April 10: Democrats Shouldn’t Miss Opportunity Created by Trump Tariff Blunders
I realize trade policy has been a very contentious issue among Democrats during the last 30 years or so. But they absolutely must seize the current opportunity to go after Trump’s tariff program, as I argued at New York:
For months, Democratic elected officials have been trying to figure out a compelling message on Donald Trump’s agenda that will gratify the grassroots Democratic demand for vocal and united opposition. At the moment, the headlines are full of extremely high-profile turmoil involving Trump’s “Liberation Day” agenda of tariffs and trade warfare. It is likely getting the attention of not only politically active people but anyone whose investments or 401(k) accounts are affected by equity markets. And there is zero question that rank-and-file Democrats hate what Trump is trying to do with greater unanimity than on any of the other things they hate about Trump 2.0. If you have any doubts about that, check out the very latest, post–Liberation Day findings from Quinnipiac:
“97 percent of Democrats, 77 percent of independents and 44 percent of Republicans think the tariffs will hurt the U.S. economy in the short-term. Forty-six percent of Republicans, 19 percent of independents and 2 percent of Democrats think the tariffs will help the U.S. economy in the short-term. …
“95 percent of Democrats, 57 percent of independents and 10 percent of Republicans think the tariffs will hurt the U.S. economy in the long-term. Eighty-seven percent of Republicans, 35 percent of independents and 3 percent of Democrats think the tariffs will help the U.S. economy in the long-term.”
You don’t see polling that conclusive very often, even in this era of hyper-polarization. But beyond the simple fact that the Democratic base instinctively hates Trump’s tariff agenda, this should strike Democratic politicians as a heaven-sent opportunity to expose Trump on an issue of maximum vulnerability: the cost of living. One would think, given the crucial importance of this issue to his victory over Joe Biden last November, that the 47th president would do anything imaginable to avoid a spike in consumer prices anytime soon. But instead, Trump is courting exactly the worst kind of disaster, and voters across the board recognize it:
“Most Americans are bracing for higher prices on a wide range of consumer goods following President Donald Trump’s move to impose sweeping new tariffs on imports from most of the world, a new Reuters/Ipsos poll found.
“The three-day poll, which concluded on Sunday, found that 73% of respondents said they thought prices in the next six months would increase for the items they buy every day after the new taxes on almost all imports took effect.”
So in recognition of this potentially earth-shaking own-goal by Trump, the product of his economic ignorance and long-held ideology, Democratic elected officials should be issuing a trumpet call of great volume and total clarity, right?
Check out this description in the Washington Post of a speech by one of the Democratic Party’s brightest stars and see if it reflects the total opposition to Trump’s tariff agenda that is clearly called for at this particular moment:
“Michigan Gov. Gretchen Whitmer, a potential 2028 presidential candidate, sought Wednesday to distinguish herself from fellow Democrats who have been strongly criticizing President Donald Trump and his tariffs, offering a more nuanced assessment during a speech emphasizing bipartisanship in Washington.
“The speech came ahead of a meeting with Trump at the White House, her second since Trump returned to office.
“Whitmer made clear that she disagreed with Trump’s sweeping and abrupt use of tariffs, saying it has been ‘really tough’ on her state and the auto industry that powers its economy. But she withheld more pointed criticism of the president, saying she understands the “motivation” behind his tariffs and agrees that Americans ‘need to make more stuff in America.'”
Now, as it happens, Whitmer made her mixed message immeasurably worse by immediately going into a private Oval Office meeting with Trump that the president (either craftily or fortuitously) turned into a photo op in which the Michigan governor stood there while he signed some particularly obnoxious executive orders. It’s not exactly the picture of vicious hand-to-hand combat with the authoritarian of the White House that grassroots Democrats have been demanding. But Whitmer’s not alone in struggling to bring herself to blast Trump’s tariffs entirely, as Jonathan Chait quickly pointed out at The Atlantic:
“Two days after President Donald Trump’s shambolic “Liberation Day” announcement, which set off a full-scale economic meltdown, House Democrats released a video response. It was oddly sedate, almost academic in its nuance. The video featured Representative Chris Deluzio, from western Pennsylvania, who calmly intoned, ‘A wrong-for-decades consensus on “free trade” has been a race to the bottom’ and ‘Tariffs are a powerful tool. They can be used strategically, or they can be misused.’
“As the American public was screaming, ‘Please, God, no!’ the Democrats were calmly whispering, ‘Yes, but.’”
From a purely historical perspective, this anti-anti-protectionism is astounding. Until very recently, basic support for free trade (albeit sometimes with exceptions) was the oldest continuing policy tradition of the Democratic Party. Every Democratic president from Martin Van Buren to Barack Obama favored expanded global trade to create new markets and reduce consumer prices. But, as Chait observed, that changed with Joe Biden, who embraced “a decade-old strategy designed to co-opt Trump’s appeal to working-class voters by backing away from the party’s general support for free trade under Bill Clinton and Barack Obama” (and, I’d add, under Wilson, FDR, Truman, JFK, LBJ, and Carter). This reversal was reinforced by multiple factors, including the longtime protectionism of manufacturing unions, the hostility to globalization among progressive activists, and the pivotal role Rust Belt swing states have played in the politics of the Trump era. It’s no coincidence that Whitmer represents one of those states, and one in which Democrats have long embraced trade restrictions.
In the current Trump 2.0 emergency, maintaining an anti-anti-protectionist position is incredibly shortsighted. Democrats do not need to declare themselves 100 percent free traders in order to 100 percent deplore what Trump is doing, instead of tut-tutting that he’s doing a good thing in a bad way. Trump’s innate 19th-century protectionist instincts will always create enormous pressures for falling economic growth and rising consumer prices; indeed, the ultimate economic nightmare of stagflation is precisely what some economists consider the most likely consequence of a MAGA trade war.
If Democrats believe half of what they are saying about the threat to democracy Trump 2.0 represents, they’ll recognize that a strong pushback against Trump’s tariffs is absolutely the best way to undermine his political position and divide Republicans, a majority of whose elected officials are stone free traders in the Reagan-Bush tradition. Democrat thinkers and political practitioners have plenty of time to figure out exactly what their own international economic policies will be if they regain the White House in 2028. But if they don’t take full advantage of the present opportunity to unite grassroots Democrats and inflation-hating voters generally and exploit Trump’s unforced errors on trade policy, they will have nobody but themselves to blame if power continues to remain elusive.
A couple of points on this from Wm. Saletan during the 2000 election:
“On its Web site, Gallup makes clear that its poll seeks to maximize daily change: “Our objective is to pick up movements up and down in reaction to the day-to-day events of the campaign.” ”
— also —
“CNN and USA Today are in the news business. They’re paying Gallup for new numbers every day. If Gallup’s numbers don’t change, where’s the news? So Gallup has an incentive to keep its filter loose, allowing the winds of shifting partisan intensity to blow its numbers back and forth.”
Today (Oct 25) Prez Track , Rasmussen’s
site , shows Kerry ahead for the first time
since late August.
Mr. Abramowitz:
I don’t think these results necessarily indicate random fluctuations. Maybe the likely voter screens are working as might be expected: screening out the less intense, less informed late-to-tune-in crowd 3 or more weeks out from the election, and then screening them in as the election nears and their attention sharpens.
I disagree, in part. Some, but not all, of the fluctuations in the tracking polls are simply statistical noise.
Polls that fix the number of Democrats and Republicans in the sample should have less sampling error. Zogby and Rasmussen do so, and they have smaller day-to-day fluctuations. The sampling error MOE with fixed party ID for 3000 respondents (Rasmussen) is around 1.2% and for 1200 respondents (Zogby) it’s around 1.9%. The range of fluctuations for both of these polls since a few days after the last debate has been slightly larger than these numbers. (There is random error due to estimation of weighting coefficients, and there were no doubt oscillations in actual voter preference that were too small to pull out of the statistical noise.)
However, Rasmussen’s result today of 48.4% for Kerry exceeds the average of the preceding 15 days by 2.3%. This is almost 4 standard deviations and seems to represent real movement.
The statistical significance of Zogby’s move in the opposite direction over the last few days is harder to judge, partly because Zogby doesn’t give results in tenth of a percent.
Polls that don’t fix party ID have bigger sampling error. The Wash. Post’s poll oscillations seem to be just slightly larger than the sampling error, although I can’t calculate exactly because they partially adjust for party ID and because they sometimes average over 3 days and sometimes over 4. (Their RV MOE would be about 2.1% if there were no party ID weighting at all.)
When polls move together, of course, it has statistical meaning even if the polls taken one-at-a-time could be random movements. If Zogby jumps more Democratic over the next couple of days (as is likely, because two very pro-Bush days will fall out of the sample), and the Post and Rasmussen stay more or less the same, or if Zogby and Rasmussen stay the same and the Post trends more Kerry (which would bring it out of the sampling error range), we will have a clear trend.
Oct. 25, Rassmussen has Kerry ahead of Bush for the first time since August.
Relax, have faith, we are not alone, ignore all polls if your nerves can’t take it and GOTV!!!
I hate to say this, but if everyone had a hunch their polls were not making sense then fudging (er… fine tuning) the methods in ways that eventually overcompensates would also create the described effect.