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Interview

Election 2020: what the data tell us

  • Polling Methodology and Accuracy Trends

    • Pollsters are adjusting for the underestimation of non-college white voters, a demographic that favored Trump in 2016 but was undersampled due to lower poll response rates.
    • Undecided voters have dropped to approximately 5% of the electorate, down from over 15% in 2016, increasing confidence in the robustness of Joe Biden's current polling lead.
    • Potential polling bias exists if Republicans overestimate their turnout likelihood in response to pandemic safety concerns, despite a higher probability of in-person voting among this group.
  • Voter Turnout and Swing State Dynamics

    • Early voting already accounts for 20% or more of total turnout in several states, significantly exceeding 2016 levels.
    • Higher overall turnout historically benefits Democrats, particularly in diverse Sunbelt swing states including Arizona, Texas, Georgia, North Carolina, and Florida.
  • Modeling Constraints and Variables

    • The Economist's forecasting model excludes early voting data due to the lack of reliable, state-level partisan data regarding who casts early ballots.
    • Models rely primarily on the state of the economy and presidential approval ratings rather than registration data, which does not always align with actual voting behavior.
    • The model historically captures errors from ballot rejection but warns that current spikes in rejections among young, African American, and lower-income voters could cause a 1–2 percentage point drop in projected support for Biden in severe states.
    • Ballot rejection concerns stem from structural issues like signature mismatches, address verification difficulties for mobile voters, and slower postal service delivery in lower-income areas, rather than intentional disposal of ballots.
  • Election Night Projections and Result Uncertainty

    • Results for the 2020 election are expected to be clear by 9:00–10:00 p.m. Eastern time, driven by Florida's projection of 90–95% of ballots cast by that hour.
    • If Florida votes for Biden early, the model assigns a 95% probability of a Biden victory, as Florida's outcome correlates with trends in midwestern and southwestern states.
    • While absentee ballots are expected to count later and may favor Democrats, the probability of the Electoral College outcome flipping after 80% of all ballots are counted is low.
  • Public Acceptance and Post-Election Stability

    • Polls indicate a high likelihood of citizens endorsing violence or unrest if their side loses, particularly if the loss is viewed as undemocratic or if the Electoral College differs from the popular vote.
    • Republicans are more likely to question results based on fears of widespread illegal voting, while Democrats may question results if the Electoral College contradicts the popular vote.
    • A victory margin of 8–9 points for Biden is projected to reduce the likelihood of the election being called into doubt or triggering significant unrest.