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The Guardian - UK
The Guardian - UK
World
Archie Bland

Tuesday briefing: Some Democrats are grimly convinced that Trump is going to win. What does the evidence show?

Donald Trump on a podium surrounded by supporters holding flags and banners.
Donald Trump at a rally in Madison Square Garden, New York City, on Sunday. Photograph: John Angelillo/UPI/Rex/Shutterstock

Good morning. With a week to go until America votes, the polls consistently show Kamala Harris and Donald Trump in a statistical dead heat.

The nerds who simulate the race hundreds of times to model the likelihood of each result are consistently finding extraordinarily even chances between the two. And nothing that happens – not assassination attempts, Kamalamentum, convention speeches, running mate selections, celebrity endorsements, multi-million-dollar political ads, the debate, erratic rally performances, or plausible accusations of fascist tendencies – seems to change anything for more than a minute. The election, in summary, looks too close to call.

All of which prompts the question: why are some Democrats so gloomily sure that Trump is going to win? Today’s newsletter, with the Guardian’s Washington DC bureau chief, David Smith, is about what we actually know, what Democrats should be worrying about, and what can be written off as a terrible case of the jitters. Here are the headlines.

Five big stories

  1. Budget | The government is expected to announce an increase of about 4% to NHS funding, an increase that could translate to about £7bn for the health budget in England. Chancellor Rachel Reeves said that the money would deliver more surgical hubs and radiotherapy machines in a drive to add 40,000 appointments each week.

  2. Middle East | Israel’s parliament has voted to ban the UN relief and works agency (Unrwa) from the country within 90 days. Alongside a decision to declare Unrwa a terror group, the move is expected to lead to the closure of Unrwa’s East Jerusalem headquarters and would effectively block the delivery of humanitarian aid into Gaza via Rafah.

  3. Crime | The far-right activist Tommy Robinson has been jailed for 18 months for contempt of court for repeating false allegations against a Syrian refugee, in breach of an injunction. Robinson had repeated his false claim that Jamal Hijazi, who had been filmed being attacked at a school in West Yorkshire, “violently attacks young English girls” despite losing a libel case.

  4. Justice | Prisoners serving controversial indeterminate sentences were given minimum terms of less than six months but have remained in jail for at least 16 years, newly released data shows.

  5. Wildlife | Hedgehogs are now listed as “near threatened” on the International Union for Conservation of Nature’s red list, after a decline in numbers of at least 30% over the past decade across much of their range.

In depth: Democrats are afraid of underestimating Trump – again

Whatever the polls say, some Democrats will not be swayed. They can feel it in their waters, and sniff it on the air: Trump is closing in on a second term in the Oval Office.

We might hazily date this phenomenon to early October, when betting markets got ahead of the electoral models in their assessment of the odds of a Trump victory. Meanwhile, the leads Harris established after replacing Biden started to disappear.

“After the incredible sugar high of Harris’ introduction, she inevitably was going to come down to earth a bit,” David Smith said. “And compounding that is the fact that Democrats are serial ‘bed-wetters’, as they’re sometimes known, often prone to panicking about things going wrong.”

For many of the bed-wetters, it may come down to a set of intangible observations: Trump has been underestimated before. This matters so much – a classic confusion of stakes and odds. And we live in an era where, when an OK thing and a bad thing are in competition, there only ever seems to be one winner.

One way to deal with all this is with an “emotional hedge”: work on the assumption that Trump is going to win, to soften the blow if it comes. The other is with information. I totally understand if you’re not in the mood for that, but here it is anyway.

***

What do the national polls say?

The headline national polling averages show an extraordinarily close race, with Harris ahead by 49% to 48%, by 47% to 46%, or by 48% to 47%, depending on who’s counting. Those results are within the margin of error, meaning they are not inconsistent with a victory for either candidate.

The national polls have changed astonishingly little in historical terms: “This race is remarkable for its closeness but also the insane stability of polls here in the closing weeks,” Kristen Soltis Anderson, a Republican pollster, told NBC News. “This race just doesn’t seem to budge.”

That is in line with what David is told by pundits and analysts studying the numbers. “The thing I keep hearing is that it could go either way. Anyone who says with certainty that either Harris or Trump is going to win is either foolish or has godlike powers.”

***

What about the battleground states?

Because of the electoral college system, the popular vote is of secondary importance in deciding the final result (a majority voted against Trump in 2016, after all, but he still ended up in the White House). But in the seven states that will probably decide the outcome, there isn’t a lot more to hold on to: polling averages in each are either tied or within a couple of points.

There is some evidence for the bed-wetters to point to here. A piece (£) by the election data expert Nate Silver (quoted in this piece by law) on Sunday looked at what his modelling shows in these seven states, and found that Trump is a strong favourite (with a 64% chance of victory or better) in three of them; Harris’ strongest shot is in Michigan, where she has a 56% chance, and the others are virtual ties.

You can see why this would make the Harris campaign nervous, but the reality is that these remain knife-edge numbers, David said. “It’s still hard to say that one candidate or another is winning in the swing states. In Pennsylvania, for example, it was half a percentage point in 2020, and there’s every reason to believe it’s going to be just as close, or even closer, this time.”

***

Are the polls reliable?

One point often cited by those betting on a Trump win is that his support was significantly underestimated in key states in 2016 and 2020. Why wouldn’t the same thing happen this time?

It’s perfectly possible, but pollsters have tried to correct for the errors that have led them down the wrong path in the past – namely, weighting their results to account for more voters without a college degree, which appears to have been the problem in 2016. The 2020 error has been harder to pinpoint, but many experts blame “nonresponse bias” – the theory that Trump supporters don’t trust pollsters and are therefore less likely to tell them what they think. Pollsters have attempted to address that problem in different ways.

As the New York Times’ chief political analyst, Nate Cohn, explains, what it may come down to in the end is whether the less engaged voters who support Trump show up in greater numbers than the pollsters anticipate – and that’s certainly possible. On the other hand, it is also possible that pollsters have overcorrected in a way that means Harris is underestimated. The unsatisfying but sensible solution is to wait a week and see what happens.

***

What are the vibes like?

Oh, the vibes are frantic. Broadly speaking, Republicans are rubbing their hands and Democrats are wringing theirs. This piece on Axios from Friday, with the headline “Dems fear they’re blowing it”, gives you a flavour: they’re worrying about early voting trends in Nevada, agonising over whether calling Trump a fascist is helpful, and reflecting grimly on the hand Harris inherited from Joe Biden. “She is who she is,” is the best one strategist can muster. “Let’s hope it’s enough.”

There is a long history of Democrats taking an Eeyorish view when the stakes are high. Still, it’s not a totally insane position. It’s unscientific, but it feels like most reporters visiting swing states – like Chris McGreal in Michigan – are finding voters edging towards Trump. There is plenty of polling suggesting that Trump has made inroads with Black men and Hispanic voters.

High inflation has worked against incumbent governments all over the world this year; Trump seems to be immune from criticism for behaviour that would disqualify any other candidate. And many voters blame Harris for irregular immigration across the US’s southern border.

***

Could the vibes be wrong?

Absolutely. There are counterpoints to all of this, including evidence of Harris’s success with suburban white women, and recent polling that shows her improving among Hispanic and Black voters. There is evidence that a majority of voters see her as embodying “change” more genuinely than Trump does. And there is a sense that much of it is psychological anyway: Democrats got carried away by “Kamalamentum”, and so the return of the race to a more balanced state has had a disproportionate impact on their mood.

As one source close to the Harris campaign suggested to ABC News: “Democrats … were hoping that she was going to pull away and are coming to the realisation that this race is much closer than they hoped.” They added: “The bed-wetting to me makes sense based on the stakes, but not so much based on the odds.”

This dynamic may even be helpful to the Harris campaign, which has constantly reminded its supporters that they should avoid the complacency which some believe helped Trump beat Hillary Clinton. “The language you hear from Harris and the Democrats is, quite sensibly, ‘we are the underdog’,” David said. “That’s a big difference from 2016. The knowledge that Trump can win is part of motivating people to really knuckle down. Will it be enough? I have absolutely no idea.”

In other words: Harris’s hopes are, still, more or less a coin toss. That is more than enough to worry about without insisting that her defeat is a done deal.

What else we’ve been reading

  • Cecilia Nowell’s dispatch from an abortion clinic in Phoenix – operating at the fringes of Arizona’s restrictive abortion laws – highlights the high stakes faced by healthcare providers in states with limited access to abortion care. Nimo

  • Reporting from Gaza is always incredibly difficult – but the tightening Israeli siege in the north of the territory has been subjected to an almost complete blackout, and five reporters were killed in Israeli airstrikes over the weekend. Bethan McKernan and Malak A Tantesh, who is in Gaza, do a superb job of piecing together the chilling details available. Archie

  • Technically, Microsoft Excel is a millennial. As the software celebrates its 40th birthday, Dan Milmo reflects on the fallout of some of the biggest blunders made by spreadsheet users. Nimo

  • Things you never knew: there are 16 polar bears living in the UK. Patrick Barkham’s piece, and Joshua Bright’s photos, tell the remarkable story – and ask whether it really makes sense that they should be here. Archie

  • “Games invite us to break free from the tyranny of efficiency. Play matters precisely because it’s unnecessary,” writes Tim Clare, who urges us to stop justifying our gaming time and simply enjoy it. Nimo

Sport

Football | Manchester United were closing in on Rúben Amorim (above) as the club’s new manager on Monday night after Erik ten Hag was sacked earlier in the day. Ten Hag finally lost his job after the club continued one of its worst starts to a Premier League season with a 2-1 defeat at West Ham on Sunday.

Football | Rodri and Aitana Bonmatí have been named winners of the 2024 Ballon d’Or at football’s annual awards ceremony in Paris. Real Madrid boycotted the ceremony after learning that Vinícius Júnior had been beaten to the men’s prize.

Rugby | Tom Curry is poised to start his first Test at Twickenham in almost two years as England gear up for their showdown against New Zealand on Saturday. The flanker is back after a serious hip injury which threatened to end his career.

The front pages

The lead story today in the Guardian is “Budget vow to rebuild ‘broken not beaten’ NHS”. “Billions in budget still won’t cure NHS, admits Streeting” – that’s the Mail, and it’s on the front of the Times as well: “Tax rises won’t cure the NHS, Labour concedes”. The Telegraph takes it a bit further: “NHS will need more tax rises, signals Reeves”, while the Mirror has “Labour’s war on waiting lists” under the strapline “Hope for the health service”. “Budget NI hike will damage core services, charities warn” says the i. And the Daily Express says “Chancellor told ‘it’s not too late’ for U-turn on winter fuel”.

The Financial Times goes offshore for its splash: “Volkswagen’s plan to axe 3 German factories sets up battle with unions”. Top story in the Metro is “Deepfake photo paedo – Geek jailed for turning child photos into AI pornographic images”. The Sun leads on a claim that Erik Ten Hag will receive a £15m payoff as he leaves Manchester United: “Erik Ten Swag”.

Today in Focus

The Trump supporters who took over Georgia’s election board

What happens when an election board in a crucial swing state is infiltrated by supporters of Donald Trump? Justin Glawe reports

Cartoon of the day | Ben Jennings

The Upside

A bit of good news to remind you that the world’s not all bad

School attendance rates in England and Wales declined during the pandemic and have as yet failed to recover. Last year, 150,000 students in England were classified as severely absent. Many teachers are trying innovative tactics to get pupils back into class, including offering therapy dogs, prize vouchers, wellness sessions and even taxi rides. Mary Immaculate high school near Cardiff in Wales went further by opening a £1.7m wellness centre, and its attendance rates are now above the national average.

“We know it’s working,” says Nadia Yassien, head of a pastoral support programme at the school. “Students with low attendance are coming in regularly, on time, and happy – and that’s key, because they won’t learn if they hate the place.”

Bored at work?

And finally, the Guardian’s puzzles are here to keep you entertained throughout the day. Until tomorrow.

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