We’ve written about this before, but I wanted to call your attention to it again because the possibility of an Electoral College-popular vote split keeps widening in our forecast. While there’s an outside chance that such a split could benefit Clinton if she wins the exact set of states that form her “firewall,” it’s far more likely to benefit Donald Trump, according to our forecast. Thus, as of early Monday evening, our polls-only model gave Hillary Clinton an 85 percent chance of winning the popular vote but just a 75 percent chance of winning the Electoral College. There’s roughly a 10 percent chance of Trump’s winning the White House while losing the popular vote, in other words.
As an illustration of this, we can compare Clinton’s current margins in our polls-only forecast against President Obama’s performance in 2012. Clinton — despite Trump’s recent improvement in the polls — leads by 4.7 percentage points in the national popular vote, a wider margin than Obama’s 3.9-point victory over Mitt Romney in 2012.
But Clinton is performing worse than Obama in 10 of the 12 states that were generally considered swing states in 2012. In some cases, such as Florida and Pennsylvania, the difference is negligible. She’s underperforming Obama substantially, however, in Iowa, Michigan, Ohio and Nevada and to a somewhat lesser extent in Wisconsin and Minnesota. She’s considerably outperforming Obama in Virginia and North Carolina, conversely, but that’s not enough to make up for her losses elsewhere.
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