Indiana: Trump Wins Bigly

Donald Trump’s decisive win in Indiana on Tuesday and Ted Cruz’ suspending his campaign have effectively ended the GOP race.  We had projected him winning by two points over Ted Cruz and getting 42 of the 57 delegates in play, which would have put him on pace for around 1,210 delegates on the first ballot.  Instead, he won by 17 points and took all of the delegates.  With Cruz dropping out, we now think he will get around 1,390 delegates of the 1,237 needed.  This includes possible Kasich pickups and protest votes, so he could go higher still.

With Cruz out, Trump should easily surpass the required 1,237 delegate bar to win the GOP nomination.
With Cruz out, Trump should easily surpass the required 1,237 delegate bar to win the GOP nomination.

Should Cruz have dropped out?

After last week (and, really, after March 15), Cruz was never running to win.  He was just the last candidate running against Trump.  Were he more of a player within the GOP establishment, the correct answer would probably be that he should have stayed in through the convention.  We expected him to win Nebraska (36 winner-take-all delegates), Montana (27 WTA), and South Dakota (29 WTA).  He had a slim chance of blocking a Trump nomination through California, which would have been the ultimate determiner.  Here’s how we thought that might work:

Should Cruz have stayed in? Yes, if his goal was to block Trump. No, if his goal was to become president.
Should Cruz have stayed in? Yes, if his goal was to block Trump. No, if his goal was to become president.

However, without an even-more-impressive showing in California than we predicted, the #NeverTrump crowd likely would have lost on the first ballot, with the unbound Pennsylvania delegates putting Trump just over.  As it stands, Trump should easily win the nomination in Cleveland, as basically the whole world is now reporting.

A Note On Democrats

Sanders got a nice win in Indiana to keep his campaign hobbling along through the convention, as he has pledged to do.  We had projected him losing by two points and getting 41 delegates to Clinton’s 42.  Instead, he won by 6 points and pulled in 44 to Clinton’s 39.  Ultimately, the 6-delegate swing will do little to alter the math; we think he needs about 69% of the remaining delegates to pull even.  We’ll do a full post on the Democratic race later this week, and will focus exclusively on that race until the delegate math, like in the GOP race, no longer matters.

Trump on pace, Sanders needs a miracle

Donald Trump and Hillary Clinton are now almost certainly the major-party candidates for president.

Donald Trump and Hillary Clinton both exceeded expectations in the April 26 Acela primaries.  Trump couldn’t have had a better night, beating his polls in almost every state and picking up an extra 12 delegates by triggering winner-take-all rules.  He also did extremely well, as Huffington Post points out, in getting his voters to pick his slate of delegates.  Assuming that slate is loyal, we now think Donald Trump will reach 1,237 delegates on the first ballot.

After April 26, we project Donald Trump to have 1,206 bound delegates at the convention.  With the 29-31 delegates from his slate in Pennsylvania, it now looks like Donald Trump will win on the first ballot.
After April 26, we project Donald Trump to have 1,206 bound delegates at the convention. With the 29-31 delegates from his slate in Pennsylvania, it now looks like Donald Trump will win on the first ballot.

Indiana is the the #NeverTrump crowd’s last hope.  If Trump wins that state, even by a few points, Cruz and Kasich would need miracle numbers in California to block Trump from reaching 1,237 delegates.  Polls show him ahead, but our model suggests he might still be vulnerable there.  However, our model failed to account for Trump beating his polling numbers – sometimes significantly – in the last six contests…something he had not done thus far.

On the Democratic side (and, insert GIF of us tooting our own horn here), our projections were pretty right on (nailing Pennsylvania) with the exception of Maryland, where Clinton had her most unexpected showing.  The polls missed her margin by nearly 18 points in the spread, netting her 20 “extra” delegates.

We now think Sanders needs 64.5% of the delegates, on average, in the remaining states.  That number will likely increase to nearly 70% by June 6.  He is likely to get that in Oregon, and maybe even Washington, D.C., but our model has him losing the June 7 primary in California 245-230.  The math is grim for Sanders, but with a big war chest, there’s no reason for him to withdraw.

Where he and his supporters can hold on to hope, though, is that Clinton is extremely unlikely to hit the 2,383 convention majority with bound delegates alone.  We project she’ll enter the convention with 2,176 elected delegates to Sanders’ 1,875, meaning he won’t ever be mathematically eliminated until the 712 superdelegates vote on the first ballot.  That said, Clinton’s 470-25 lead in that unofficial count is unlikely to dwindle, absent a major political shock.

Acela Primaries Preview: Trump sweep, Clinton ahead (just)

There was news this week: a possible Cruz-Kasich coordination, the possibility Sanders would shift after today’s primaries, etc. None affected the delegate math, hence the quiet week here.  After tonight’s results, we’ll put in state-by-state benchmarks into the model to give a better preview of where we expect the races to be at each state.  Tonight looks fairly straightforward on the Republican side, with the possibility for some surprises on the Democratic side.

Republican race

Trump should win each of the states up for grabs, approaching 50 percent of the vote in each of them.  Wildcards will be how individual high-income CDs in Connecticut vote, but overall we expect 90 of the 117 delegates up for grab tonight.

Trump looks for an April 26 sweep, keeping him close to on track for 1,237.
Trump looks for an April 26 sweep, keeping him close to on track for 1,237.

This performance keeps Trump close to hitting the magic 1,237 mark.  Pennsylvania has 54 unbound delegates up for grabs, and a strong showing there can help Trump make the case that they should go his way, keeping him just on track to win on the first ballot.  Much depends on Indiana, and, of course, California.

Democratic Race

After the strong showing in New York, the narrative has been that Clinton would effectively finish Sanders off during the Acela primaries.  Don’t count on it. Our model has her losing Rhode Island, and Delaware and Connecticut are too close to call.

While her more-comfortable leads in the more-important Maryland and Pennsylvania races should give her around a 30-delegate pickup on the night (Clinton should win around 208 to Sanders’ 177), the media narrative has been that she will sweep. Failure to do so may sustain the current competitive narrative.

Sanders may win three states on April 26, but Clinton will likely win the delegate count.
Sanders may win three states on April 26, but Clinton will likely win the delegate count.

At the end of the night, we expect Clinton to have 1,660 pledged delegates to Sanders’ 1,376. There are still 1,016 delegates at stake following tonight, but Sanders would need nearly 64% of them to tie Clinton before the convention. That’s an increase from the 60% he needs before these primaries, and we don’t expect him to hit that mark in any of the five contests.

New York: Big Trump, Clinton wins don’t change Delegate Math

Both Hillary Clinton and Donald Trump had big nights in New York, both getting around 60% of the vote.  They both needed the big wins, and they got them.  Clinton won 139 of 247 delegates, and Trump will get around 90 of the 95 on the GOP side.

They didn’t, however, deviate too much from our projections (although, and we admit it, we went on the conservative side on both, the mid-point part of our model would have had us closer, at Clinton 105 and Trump 85. Oops.)

Republican Race

With Trump’s big win, we now estimate he will get 1,160 of the 1,237 delegates he needs to lock up the nomination on the first ballot.

New York handed Trump his biggest step up since March 15, but he still looks to finish short.
New York handed Trump his biggest step up since March 15, but he still looks to finish short.

There are a lot of caveats to this analysis. Most importantly, there’s vanishing little polling in the upcoming states.  While he should get 40% or so of the votes in Maryland, Connecticut, Pennsylvania, Delaware, and Rhode Island on April 26, the big outstanding tests are Indiana and California. Our model currently has Trump losing New Jersey.  This is almost certainly wrong, and would hand him 51 delegates (or 1,211 of the 1,237 he needs), but is based on now 2-month-old polling.

Another caveat: one important outcome for the evening is that Ted Cruz held steady with 546 pledged delegates, by our count. With just 618 left on the board, he joins Kasich in becoming mathematically eliminated.  However, Kasich’s reasonably strong performance in New York shows that’s not necessarily a killer, but our model has Cruz cleaning up in states like Montana (and winning Indiana), which could be more difficult if he’s having to wage a Kasich-like battle for relevancy.

Democratic Race

With California at the end (well, DC) of the calendar and 714 super delegates able to change allegiances through the convention, Sanders will never face mathematical elimination. New York, as expected, made his case much more difficult.

Clinton's win in New York all but assures her of the nomination, but the race stays tight through the convention, where she'll need superdelegates.
Clinton’s win in New York all but assures her of the nomination, but the race stays tight through the convention, where she’ll need superdelegates.

Like Trump, Clinton now enters a slate of states that should be favorable.  Our model has her picking up between 20-30 delegates over Sanders in next week’s primaries, which look a lot like New York in terms of polling (10-20 in Maryland and 10 in Pennsylvania).  It’s not enough to clinch the nomination with pledged delegates alone.

The Democratic race should stay close, but Sanders should remain around 300 delegates behind Clinton.
The Democratic race should stay close, but Sanders should remain around 300 delegates behind Clinton.

For Sanders, we show him getting around 48% of the remaining delegates.  He needs 59% of the 1,400 remaining delegates to work this to a tie.

His campaign is sending mixed messages on his way forward.  Sanders’ campaign manager, Jeff Weaver, told MSNBC that Sanders would “absolutely” try to flip superdelegates if he remained behind in the popular vote and delegate count.  They would need to win 500+ of the 714 superdelegates to do so.

At the same time, campaign strategist Tad Devine left open an exit, telling the AP that the campaign planned to “sit back and assess” the campaign’s chances after next week’s contests.

 

 

Clinton Likely To Net 25 in New York

Ten polls in the past two weeks show Hillary Clinton maintaining a double-digit lead over Bernie Sanders in New York.  With our model set to Sanders winning 80% of the undecided vote, we predict Clinton will win the New York primary with around 55 percent of the vote.

It will likely take weeks to get the final delegate count, in part because New York is proportional by Congressional district, and the district maps in the city cross all kinds of political boundaries. In CDs that have six delegates available (18 of 27), a candidate needs to exceed 58% of the vote to avoid splitting the delegates 3-3.  This likely helps Sanders by around 10 delegates statewide.

Since we don’t have CD-level polling, and our model doesn’t account for demographics in any meaningful way, it’s not possible to drill down into how each of the 27 CDs may split.  Nevertheless, our estimate shows Clinton netting roughly 25 delegates in the night, which would extend her pledged-delegate lead over Sanders to around 240. The win is what will set the narrative for the remaining races, but a 20+ Clinton delegate victory will come close to sealing the deal.

Our model shows Clinton netting an addition 42 delegates in the April 26 contests, mostly on the strength of an 18-point win in Maryland and a 6-point win in Pennsylvania, based on recent polls.  Even were she just to net 30, she would have a 270-delegate lead.  While not mathematically impossible to overcome until June 7, Sanders would need to post 50-point victories in each of the remaining contests to work the race to a tie.  He will likely do so in Oregon, but in California, our model predicts a 4-point Clinton win, meaning Sanders has a lot of ground to make up in the next two months.

The “good” news for Sanders, though, is that the polls also show him keeping Clinton around 200 delegates short of what she needs to win the nomination on pledged delegates alone.  It’s very likely that she has the super delegates needed to carry her over on the first ballot, but without Clinton hitting the 2,383 magic number in the primaries, Sanders can legitimately fight through the convention.

 

Sanders’ Magic Number: 70

We were going to start doing a state-by-state countdown to make it clearer when it was mathematically impossible for Donald Trump to clear the 1,237 delegates he needs to clinch or where Bernie Sanders might overtake Hillary Clinton in pledged delegates.  Turns out, Ted Cruz is right: “California will decide“.  There’s simply too many delegates there; as unlikely as it might be, if Trump or Sanders win 100% of the vote there, they win.

A lot of folks are talking about how Sanders needs to win 57% or more of the remaining delegates to tie. That number doesn’t incorporate the polling that shows her with 10-point leads in New York, Maryland, Pennsylvania, and California (there is polling for New Jersey, but it’s really old).

Using a very simple model that assumes a Clinton “ceiling” (i.e. all undecideds go to Bernie, so if Clinton is polling under 50 percent as she is in California, Sanders actually wins) using the current poll averages, Sanders would need to pull in 70 percent of the vote in all other jurisdictions to pull ahead of Clinton by June 14.

Based on past results, that seems doable in Oregon, but unlikely in, say, Puerto Rico (which has basically the same number of delegates).

Later this week, we’ll add calculations to show how much of each vote the candidates need in each state to hit their targets, but with the states with polling representing around 70 percent of the outstanding delegates, Sanders must lower Clinton’s ceiling substantially in New York, Maryland, and Pennsylvania to have a realistic shot of catching her.

Wisconsin primary results: Trump, Clinton less likely to clinch

Sanders exceeded our pre-primary delegate estimate, picking up 48 instead of the 47 we projected to net a total of 10 delegates.  Cruz also exceeded expectations, hauling in 36 delegates instead of the 30 we projected.  The error there was all Kasich underperforming; our estimate showed him performing stronger in the 2nd and 3rd Congressional districts, where it look like he will have actually come in third.

The results don’t alter our convention projections much, which point to a likely contested convention for the Republicans.  On the Democratic side, it remains unlikely that Sanders will catch Clinton in pledged delegates, but it does look like superdelegates will have to get the winning candidate over the nomination threshold:

Sanders win cuts Clinton's lead to around 250. She has a chance on April 19th and 26th to extend the lead in such a way that make it nearly impossible for Sanders to catch her.
Sanders win cuts Clinton’s lead to around 250. She has a chance on April 19th and 26th to extend the lead in such a way that make it nearly impossible for Sanders to catch her.
GOP race post Wisconsin
Trump’s growth is stunted, but a winner-take-all for New York’s 95 delegates could have him on his way.

Sanders will likely do well in the small, western caucus state of Wyoming this weekend, but with only 14 delegates in play (and notable differences between the electorate in Wyoming and New York), it’s hard to see that contest changing the race considerably.

Instead, all eyes turn to New York.  On the Democratic side, our model projects a 10-point Clinton victory to net 23 delegates (winning 135 to Sanders’ 112).  State-level polls from Maryland and Pennsylvania also show her leading in those big April 26 states where we project her to pick up another 28 delegates.  Those two weeks would erase Sanders’ impressive rally over the past few weeks.  With Sanders’ big Wisconsin win and the age of the data in the upcoming states, it’s easy to see those numbers changing – and with them the completion of the race.  New York is, in essence, Sanders’ last shot to change the race.

On the Republican side, our baseline projection has Trump, who’s polling at 51.4%, picking up all 95 delegates.  New York awards 81 of its delegates at the Congressional district level, and the remaining for the statewide winner.  In 2014, 14 of the 27 Congressional districts elected a Democrat to the House of Representatives by more than a 10-point margin.  It’s difficult to see those districts giving over half of their vote to Trump to trigger the winner-take-all rules there, so it’s likely that Cruz (or Kasich, about whom we’ll have to write a more-speculative column) chip into the 95-delegate haul.  Our most-generous projection predicts Trump getting 1,192 of the 1,237 delegates he needs before the convention, with 122 delegates unbound on the first ballot.  A 44-delegate margin may put him in striking distance, but losing delegates on some blue districts in New York (and, in June, in California) could put him just out of reach.

Trump needs New York, California, and Unbound Delegates

Our model takes into account the state-specific delegate selection rules and the state-specific poll averages (if they’re available).  In roughly half of the plausible scenarios we run, Donald Trump comes up around 100 delegates short of the 1,237 he needs to win on the first ballot. In real life, this probably requires more strategy than #NeverTrump actors have heretofore realized, but makes Cook Political/FiveThirtyEight’s “two-front war” look like what the electorate is already planning.

If Trump fails to exceed his poll numbers and Kasich wins districts in which a Democratic representative won by more than 10 points in 2014, Trump gets 1,147 pledged delegates.
If Trump fails to exceed his poll numbers and Kasich wins districts in which a Democratic representative won by more than 10 points in 2014, Trump gets 1,147 pledged delegates.

The chart above is a reasonably likely outcome:  Trump fails to exceed his poll averages and John Kasich wins congressional districts in which the House member won by over 10 percentage points in 2014.

TrumpCeilingMarch29

Above is the math behind that projection.  A couple of notes:  Colorado is just a guess for delegate outcomes, the state will be a black box.  The model has Trump winning 100% of the Congressional districts, in New York’s district winner-take-all contests based on the strength of his state-wide polling (he’s a good 35 points ahead of Kasich), but it’s hard to imagine Ted Cruz and Kasich failing to pick up. That’s probably balanced by Katich’s stronger showing in California, where the model shows him picking up 3 delegates in 30 of the 53 House districts.

Closer examination shows a big gap in Pennsylvania’s delegates.  That’s because voters select unbound delegates on the district basis.  West Virginia follows a somewhat similar model, where delegates may or may not declare their intention on the ballot.  There are already 75 unbound delegates heading to Cleveland, and another 174 bound to candidates who have “suspended” their campaigns.  That’s a big wildcard:  enough to push Trump over the edge if a majority break for him.

This outcome actually requires Kasich to stick around and remain viable through June.  Kasich can’t win the 1,237 needed on the first ballot; there just aren’t enough points left on the board, so a vote for Kasich is just a “none of the above” vote.  Sure, he beat Trump in Utah, but he lost to Rubio – who had dropped out a week earlier – in Arizona due to the prevalence of early voting.  It isn’t too big of a stretch to see the “mathematically unviable” argument swaying enough voters in Pennsylvania, New York, and California to make his spoiler status not that big of a deal.

It’s also not a sure thing that this is the direction late-deciders break.  The  models above show Trump picking up 0% of undecided voters.  If Cruz picks up 60% and Trump picks up just 20%, the race looks a lot different:

CruzMomentumMar29

In that projection, Trump falls just 3 delegates short, and it’s easy to imagine him picking those up among the unbound delegates.

If, based on that slightly weaker projection for Kasich, he loses more of the Democrat-heavy congressional districts in California, with Trump and Cruz picking up a proportional share, Trump wins outright:

Cruz Momentum with no Kasich CD bonus

None of this takes into account the political realities that govern the later elections and a brokered convention itself.  As Trump has picked up some endorsements (and Cruz only some half-hearted ones), GOP leaders could fear the “riots in the streets” outcome, or fear that by suppressing Trump the party could permanently lose the voters he’s won. It also assumes that almost no delegates jump on the Trump bandwagon in subsequent ballots.  Nevertheless, it shows there’s still a reasonable set of outcomes in which Trump fails to secure 1,237 delegates before Cleveland, if the GOP plays its cards right.

Does Trump get 1,237 delegates?

It’s close, but it looks like Donald Trump will win Missouri, getting the 12 bonus delegates that go with it. We have some model updating to do in the coming days, including adding elements that help lean low-count delegate states to the right candidate.

In the meantime, now that some of our projections are now fact, we ran a few versions of the model to see what the future might hold.  We think a three-way race probably hurts Trump the most, with blue states (like Pennsylvania and Maryland) giving Kasich a good chance and “values” states (like Utah) helping Cruz.  We don’t know what to make of Indiana, home to many religious conservatives (but also Kokomo).

Here is our (rough) look ahead.  It doesn’t factor in momentum, or states that don’t have local polls but may deviate from national based on past voting patterns. It does suggest, however, that Trump winning 1,267 delegates is far from a lock.

Depending on how Rubio voters break, it's far from a lock that Trump gets 1,267 delegates.
Depending on how Rubio voters break, it’s far from a lock that Trump gets 1,267 delegates.

A not-unreasonable path to “victory” for #NeverTrump

Donald Trump has a good chance to effectively wrap things up on March 15.  Polls show him with a 20-point lead in Florida (where early voting opened as Marco Rubio was tanking), putting him on track to take all of its 99 delegates in the winner-take-all primary.  If Rubio fails to win Florida, it’s difficult to see him staying in the race.  Here’s how our model sees that race playing out:

Trump sweeps Super Tuesday part 2, Rubio drops out, Trump wraps it up in May.
Trump sweeps Super Tuesday part 2, Rubio drops out, Trump wraps it up in May.

Change four variables, though, and the race takes on a different flavor:

  1. Rubio drops out after Florida.  His supporters go 75% to Kasich, 20% to Cruz, and 5% to Trump (yes, that’s a total guess).
  2. Kasich wins Ohio.  This isn’t a huge stretch; he leads Trump in current polling averages, and the 6-7% Rubio numbers may heed his strategic-voting advice.
  3. Trump’s poll numbers are his ceiling.  Until our last update, our model split the “undecided” votes (i.e. the difference between 100 and the sum of the candidates’ support) proportionally.  We’ve added a number of different scenarios.  The one that tracks most closely to reality is that Trump’s polls are his ceiling; the biggest difference in his favor, according to the excellent fivethirtyeight.com poll average, was the 3.3% miss in Massachusetts.  On average, he comes in below his polls 1-2%.
  4. Cruz wins Illinois.  He trails Trump by 6 points in the late fivethirtyeight.com average, but when we apply the “Trump ceiling” rule, he comes within a single point.
Assume four things, Trump needs a second ballot.
Assume four things, Trump needs a second ballot.

Based on that, Trump misses. the target by about 20 votes. Still not an ideal outcome for the #NeverTrump camp, but it doesn’t require too many logical leaps.

Stretching a bit further into supposition, Rubio’s dropout could broaden the gap:

  1. Kasich or Cruz win Pennsylvania.  Rubio dropping out would put the three remaining candidates within a point or two of each other (possibly favoring Kasich, as Rubio still polls strongly here).  Kasich may end up off the ballot, though.
  2. Kasich or Cruz win Maryland.  There, they really would all get a third under our polling split.
Trump falls over 100 short if he loses OH, PA, IL, MD, and CA.
Trump falls over 100 short if he loses OH, PA, IL, MD, and CA.

This setup would already have Cruz winning Wisconsin and Kasich winning California, based on Rubio’s support pushing them over the edge. That’s about as close to a NeverTrump dream scenario that the numbers currently bear out.  It would have the weird effect of an all-out fight in California (!), but perhaps March 15 will shed a bit more light on Rubio’s future, and on Trump’s ceiling.