Okay, we are clearly down to the Blue Wall and what seems to be Harris’s only path. We have to wait for the vote to come in. To set expectations, I don’t sense a lot of optimism from the people who I trust to be able to look at the nitty gritty results and see where things are going. But again, we wait to see the results. You have to count the votes. They can surprise you.

Apart from those critical contests we see movement to the right in many states, in non-swing states. I don’t have the full picture but it seems like we have movement to the right in rural areas and relative stasis in the suburbs. Again, I don’t have a full enough panoramic view to be able to say that part definitively. But I think that’s the general picture. We also see Democratic Senate and House candidates running ahead of Harris. So that feature of the 2024 polls was not a mirage or a delta that was destined to close by the election day.

Regardless of who wins the presidency, I think the overall verdict has to be that the polls were pretty accurate, both in the swing states and nationwide.

We’re going to need to wait for the dust to settle. But it’s clear there’s a major wave of hoax bomb threats today into this evening into swing states, seemingly in most and likely all cases targeting areas of heavy Democratic voting. Officials say they appear to be emanating from Russia. Key points are these. a) They’re not real. There are no bombs. There’s no danger. b) This is a focused efforts to disrupt voting and/or vote counting in Democratic areas. c) We know what’s going on here.

Okay, pretty bumpy ride for Democrats so far tonight. Florida was a bloodbath. In the parts of the country where we have results there’s a clear Trump trend in rural America. North Carolina and Georgia look touch and go for Harris. But we still mostly haven’t heard from the Midwest and the Blue Wall states. Those look encouraging based on turnout numbers in key cities and stuff like that. But we don’t have results. Same applies to Nevada. We need to see those numbers. That’s where we are.

Also important to remember. You win the Blue Wall states or you don’t. You can win or lose Nevada and it still comes down to those three states and the one electoral vote in Nebraska.

The only clear trend we’re seeing tonight, early but seems widespread, is Trump outperforming his numbers in rural counties compared to 2020. What Dems will need is a counter-trend in suburban counties. We would expect that counter-trend. But we haven’t seen it yet or haven’t seen it clearly yet because we have very few suburban counties that are done counting. A lot of these rural counties just count much faster. It seems like we’re likely to see red areas getting redder, blue areas bluer, etc.

We already seem to have pretty good evidence this is a high turnout election. We knew it would be high by recent historical standards. The question was whether it might top 2020 or whether it would be between 2016 and 2020. My sense is that it might end up being higher than 2020, which was the highest turnout in over a century. As to whom that helps, that’s less clear. My gut tells me that’s good for Harris. But that’s no certainty. Remember that Trump’s strategy is relying on low propensity voters. By definition, the higher the turnout the higher the percentage of occasional (low-propensity) voters. So there’s definitely a very reasonable theory that it might help him. We don’t know. For now I think we can just say there are lots of signs of high turnout. So we could have another presidential election that is the highest in modern history. Who it helps I don’t think we can say yet.

Today I’m very interested in your reports from the field: turnout, slices of life, anything and everyone. I want to see and hear about what you’re seeing.

We’re already starting to see from the states releasing good real-time data that Election Day isn’t going to be as red as you’d expect based on 2020 or 2022. That’s not so much good for Democrats as simply what we should expect based on seeing more Republican and less Democratic early voting. As we’ve discussed, the relationship between early and Election Day voting tends to be largely osmotic: more Republicans voting early means fewer available on Election Day. Not complicated. The differences that determine election outcomes are going to be very marginal ones. One of the weird things about early vote counting mania this year is that people somehow get the idea that whole chunks of the electorate somehow just aren’t going to show up at all. That never made any sense.

If you’ve followed my thinking on this you know I’ve long had a pretty low opinion of political betting markets. Their user base tends to lean right, with the built-in bias you would expect that to cause. They’re also prone to manipulation. But the biggest problem is that, in my view, they’re largely derivative of polls and the press narratives. Garbage in, garbage out. I will simply note that the wild gyrations all of them have been doing over the last three or four days provide, I think, some backing for my argument.

I’ve told you a few times about Professor Michael McDonald’s early vote analysis. He has a paywalled final analysis of the early vote in North Carolina. The upshot is that by conventional early vote analysis, Donald Trump appears poised to win North Carolina. That wouldn’t be a surprising result either on the basis of history or the current polls, which show a dead heat race with the slightest advantage to Trump.

But McDonald also notes that it is an unusual cycle with conflicting signals. The polls look more favorable to Harris than the numbers in the early vote. Actual votes matter more than polls of votes, by definition. But this is a reminder of what early vote analysis is based on. We’re largely going on party registration and limited demographic markers as a proxy for voter intention. Those will generally point in the right direction, except when they don’t.