You may have seen Karl Rove opine in the WSJ that “support for the stimulus bill is falling”, and that “the more Americans learn about the bill, the less they like it.” He is certainly not the only conservative asserting that the bill is impopular.

I’m not in the super-enthusiastic category myself, if obviously for very different reasons than conservatives have for disliking it. Overall I think the bill doesn’t look bad, though my initial enthusiasm has been damped somewhat after reading, for example, Paul Krugman’s very persuasive commentary. It’s probably not enough, and maddeningly worse than it could have been; but it’s still a whole lot better than nothing, and it does have lots of good stuff in it. So far my layman’s take, which is not exactly the most interesting one.

But what does the American population think? Is Karl Rove right? Unsurprisingly, not quite. An overview of the polls that were conducted in the past two and a half weeks, and explicitly asked respondents to express an opinion for or against the bill.

There are two pollsters that have done more than one poll within this timeframe: Gallup and Rasmussen.

Gallup asked: ”As you may know, Congress is considering a new economic stimulus package of at least 800 billion dollars. Do you favor or oppose Congress passing this legislation?” All three times it polled the question, it found a majority in favor, and in the last iteration, on the 10th, that majority had grown from 52% to 59%.

Rasmussen asked: ”Do you favor or oppose the economic recovery package proposed by Barack Obama and the Congressional Democrats?” It found strikingly different results.

According to Rasmussen, in late January a narrow plurality of 42% was in favour; a week later the roles were reversed, with a plurality of 43% in opposition; and by the 11th a plurality of 44% was in favour again.

Three other pollsters asked a variation of the same question at some point in these last two and a half weeks.

A CBS poll queried respondents: ”Would you approve or disapprove of the federal government passing an economic stimulus bill costing more than 800 billion dollars in order to try to help the economy?” They approved by 51% to 39%.

A Pew poll asked respondents: ”From what you’ve read and heard, do you think [the economic stimulus plan being proposed by President Obama that may cost about $800 billion] is a good idea or a bad idea?”. It found a narrow majority of 51% saying it was a good idea; 34% thought it was a bad idea.

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I already noted that the significant dilution of the stimulus bill, when it was only going to be rejected unanimously by the House GOP anyway, drove some people up the wall. “Now that [Obama has] offered concrete concessions to the GOP only to have them publicly throw them back in his face, there simply isn’t any super-secret strategy that can [..] make it all make sense,” wrote Stephen Suh angrily at Cogitamus. Why bother even striving for compromise?

This question will get more acute by the day, as a recent post by Kevin Drum illustrates. He reports on the Obama administration’s push to extend the February 17 deadline for TV stations to switch from analog to digital transmissions. Not exactly a hotly partisan issue, right? The Senate promptly arrived at a bipartisan bill - which it passed unanimously. Every Republican agreed. But then the bill went to the House.

Only 22 House Republicans voted in favour. 155 voted against it. Drum: “100% of Senate Republicans voted in favor but 90% of House Republicans voted against. Shazam! Apparently the House GOP caucus really has decided to blindly stonewall everything Obama wants, no matter what.” He posits: “This is even more of a wakeup call than the vote on the stimulus bill.”

Right. The House GOP leadership is startlingly open about its intentions too, observes Dan at Bleakonomy. It will block and obstruct whatever comes its way, so Republicans can freely blame the Democrats for everything when the economy hasn’t recovered yet in six months. Yes, six months - if things haven’t improved in six months, the Republicans intend to say that it’s all the Dems’ fault and that the stimulus “didn’t work” because they ”didn’t have the input in this”.

Of course, the current crisis is turning out to be the worst in almost three decades and is guaranteed to have an impact lasting (much) longer than six months, so … GOP profit!

Yet still there are valid reasons not to come down on Stephen’s side of the argument … yet. (I mean, apart from the stimulus bill not actually being all that bad.) The obvious one is the enormous contrast between House and Senate Republicans on the TV bill. If the Senate GOP shows any remotely similar divergence from the House Republicans’ obstruction course on the stimulus as well, Obama’s strategy may still come to “make sense”.

Then there’s the question of strategy. I already linked to Josh Marshall’s argument that offering the Republicans significant compromises, only for them to reject everything anyway, will help to brand them as the party of ‘no’. Which will marginalise them even further in 2010 so the Dems can go the long haul. Kevin Drum links to more evidence on that count too: a poll conducted by Democracy Corps on January 14-19.

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My comparison from a week and a half ago of how Obama’s polling numbers match up with Kerry’s polling in 2004, Gore’s in 2000 and Clinton’s in 1996 has surprisingly become the most visited page on this blog since. Considering the interest, I thought it would be good to provide a last-day update on how the comparison is shaping up at the end of the campaign.

There are four daily tracking polls this year that also conducted daily tracking polls in either 2000 or 2004 or both. The comparison between the races shapes up differently depending on which pollster’s numbers you look at. The best known is Gallup, and this graph compares Obama’s performance versus McCain in the Gallup poll with Kerry’s, Gore’s and Clinton’s performance against their Republican opponents:

Looking good indeed; the 11-point lead Gallup showed for Obama in its final presidential estimate last night is on par with its election-day polling lead for Bill Clinton in ‘96. While Clinton’s ample lead gradually eroded over the course of the last two weeks of campaigning, Obama’s held steady. Quite the difference with the nailbiters the last Gallup polls out predicted for the 2000 and 2004 races.

TIPP is a polling firm you may not have heard of; it has conducted a daily tracking poll for the Investors Business Daily this year, and for IBD and the Christian Science Monitor in earlier years. Of the seven tracking polls that were conducted on a daily basis in the last two weeks, this poll has tended to show the smallest Obama leads of all. When McCain’s chief strategist Steve Schmidt asserted, two weeks ago, that “the McCain campaign is roughly in the position where Vice President Gore was running against President Bush,” the TIPP poll was the only poll that confirmed his assertion.

Today, however, brings good news for Obama supporters: after oscillating between a 1-point and 5-point lead for Obama for two weeks, TIPP published a final estimate last night that had Obama leading by 7.2%. And that makes the comparison over the years look like this:

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Chart1: Daily tracking polls update, 31 October

Three days ago, I was feeling nervous about a sudden seeming lurch-let towards McCain in the daily tracking polls. This in spite of repeated posts by the experts insisting that there was no actually meaningful tightening going on, it was mostly just a question of statistical artifacts.

By this morning, Pollster.com’s status update did acknowledge that there had been some movement: “If you look at our national trend chart, we definitely show a narrower Obama margin now (5.4% as of this writing) than about a week ago.” Obama’s current national trend estimate, Mark Blumenthal explains, now stands about a point lower than his high of 50.9% a week ago, and McCain’s current estimate is slightly less than two percentage point higher than his low of 42.2% on October 12.

However, there’s still little to worry about, basically, as he points out the obvious to calm our nerves: “[T]ime is short and Obama’s lead still looks daunting. [..] Obama continues to lead on every national poll and yesterdays tracking updates show no decisive shift in either direction.”

Today’s tracking poll numbers certainly help sooth the jitters, as most actually show movement towards Obama (see Chart 1). Over the last two days, the ABC/WaPo, IBD/TIPP and Rasmussen daily trackers all have Obama’s lead back up 1 point, Zogby has it up 2, and the Gallup samples have moved back in Obama’s favour too: the regular voter and expanded likely voter samples both by 2 points and the traditional likely voter sample by no less than 5 (from 3% to 8%).

The result is that the average of all daily tracking polls has Obama’s lead back up by 1 point from +5.6% to +6.6%, after it had fallen by 2.7 points in the previous four days.

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Is John McCain’s evil masterplan working?

I’m a bit confused about what masterplan, evil or otherwise, McCain would be implementing right now - I mean, ginning up a red scare about Obama the Socialist, really? But it wouldnt be the first time that a tack I considered wholly idiotic seems to work with American voters. (They sometimes work with Dutch voters too, for that matter - though probably not the red-baiting one.)

Either way, the daily tracking polls are showing some tightening of the race. Could be statistical noise, could be real. The movement would probably not be enough to decide the race either way, but still, the lowest estimates of Obama’s lead are getting disconcertingly close to zero:

• Gallup has Obama’s lead down 3 points today, both in its expanded likely voter model (from 10% to 7%) and its traditional model (from 5% to a perilous 2%);
• Rasmussen has Obama’s lead down 3 points in two days, from 8% to 5%;
• Research 2000 has Obama’s lead down 4 points in two days, from 11% to 7%;
• Zogby has Obama’s lead down a point today to just 4%, after it already fell from 10% to 5% the day before yesterday.
• The IBD/TIPP poll is stubbornly stuck at a modest 3-4% Obama lead since the 22nd.

All in all, Obama’s average lead in the daily tracking polls has fallen from 8.3% three days ago to 6.0% tonight.

Chart 1: All daily tracking polls

It should be said that there is one non-tracking poll that paints a seriously different picture. A Pew poll out today is showing a delirious 15-point lead for Obama among likely voters, with McCain down at just 38%. John Judis flagged that one (using the poll’s even more favourable numbers for registered voters) to tell us to “start popping the corks”.

The balance is evened out again, however, by the GWU Battleground tracking poll (which I dont include in the graphs because it’s not a daily tracking poll), which has Obama’s lead unchanged at just 3%. So count me in with his colleague Noam Scheiber, who is “still sweating” it.

For an overall picture of all national polls, check out …

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A fair bit of attention has been paid in the blogs today to the assertion of McCain’s chief strategist Steve Schmidt that “The McCain campaign is roughly in the position where Vice President Gore was running against President Bush one week before the election of 2000.” It’s met a good dose of scepticism. The WaPo drily annotated the quote as follows:

McCain’s team dismisses the most dire polls — those showing the race nationally with a double-digit lead for Obama. Advisers believe the contest’s margin is in the five-to-seven-point range, about the same deficit, they say, that then-Vice President Al Gore faced at this time eight years ago against then-Gov. George W. Bush. (A Washington Post poll at the same point in the 2000 race showed a tie.)

NBC’s First Read similarly remarked:

[T]he NBC/WSJ poll right before the election found Bush ahead by three among likely voters (47%-44%). But our most recent poll shows Obama up [..] 11 points among likely voters (53%-42%).

In addition, Marc Ambinder points out that the margins are “way different” state-by-state: “Obama’s doing much better in 2008 than Al Gore was in 2000 in the battleground states.”

Now I had a graph up here a week or two ago charting how Obama’s current Gallup numbers compare with the lead or deficit that Kerry, Gore and Clinton faced in the previous three presidential elections. In the days since, Googlers have found this site through at least 27 permutations of searches involving some combination around Gore, Bush, polls, October, historical, 2000, elections, tracking and Gallup. So this is a good occasion to update that post and expand it, not just looking at the Gallup numbers but also those from the ABC, Zogby and TIPP daily tracking polls from 2000, 2004 and 2008.

First off, that chart from last time, based on the Gallup polling numbers from the last four elections. Here’s the update:

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The last daily tracking polls update I posted was on 8 October. That’s a lot of daily tracking poll results ago. Yet the bottom line is that nothing much has changed since.

On 8 October, the three-day running average of the daily tracking polls had Obama in the lead by 7%. Today, it has him in the lead by 7.1%. And in the meantime the clock is ticking on, and the window of opportunity for McCain to still close the gap is rapidly closing (or has it already closed?).

One major thing has changed though: there are ever more of the damn things. Daily tracking polls I mean. It seems like no self-respecting pollster can do without one this year (and to think that Gallup didn’t even have one in 2004!).

In early October you already had the long-running Gallup and Rasmussen ones, the Research 2000 one (sponsored by the Daily Kos) and the poll sponsored by Hotline and the alcoholic drinks business Diageo, conducted by FD. Zogby and Reuters started their own on 7 October; Investors Business Daily and the pollster TIPP followed on 13 October, and as of last Monday, ABC and the Washington Post present one as well.

Chart 1: All daily tracking polls

If you’re keeping a graph and you were basing any kind of trendline on the average of all daily tracking polls, this - well - sucks. Because every new poll comes with its own house effect, deviating from the others in its own ways. Zogby, for example, started off showing a 2-point lead for Obama when Rasmussen, Gallup and R2000 had it at 8-11 points. Then, just as the Zogby poll had settled nearer to the average, the IBD/TIPP poll came on the market showing Obama in the lead by just 2 points, when the other pollsters had it at 4, 5, 6, 10 and 12 points, respectively. And just when Rasmussen, Zogby, IBD/TIPP and Hotline agreed on a 4-5 point Obama lead last Monday, the ABC/WaPo jumped in with its own tracking poll showing a 9-point lead.

Finally, there was Gallup, on 12 October, providing no longer just data for registered voters, but separate numbers for not just one, but two distinct “likely voter” samples as well, one encompassing a larger universe of voters than the other.

Seriously, you would be put off posting new graphs too.

Which of the three sets of Gallup numbers do you feature? How do you deal with how the ups and downs in your average reflect some new poll having been added into the mix as much as any genuine shift in the numbers? And how meaningful do any of the numbers still seem anyway, when on almost any given day the five-to-nine sets of numbers you’re looking at have Obama’s lead anywhere between 3 and 11 points? (And that’s just the daily tracking polls!)

Chart 1 above, if you click it to enlarge, shows how messy and, by implication, uncertain it all is. The pollsters are all over the map in pinpointing Obama’s lead. But saying that is also identifying the obvious commonality. Every one of the daily tracking polls has Obama in the lead, and that’s been true since 17 September, over a month ago.

How big is that lead though?

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Hattip to Pollster.com for the links - see also see their post from the first presidential debate about the methodologies used by these pollsters for the instant debate polls.

CNN poll:

Poll: Debate watchers say Obama wins

CBS poll of uncommitted voters:

CBS Poll: Uncommitted Voters Say Obama Won Final Debate

Democracy Corps focus group:

Undecideds Laughing At, Not With, McCain

See also:

Decisive debate win reinforces momentum for Obama

Media Curves poll:

Debate results for the 3rd 2008 Presidential Debate

Survey USA poll (California):

Heavily Democratic California Again Sees Decisive Obama Win In 3rd Presidential Debate

The Time article on the Democracy Corps focus group conducted by Stan Greenberg neatly illustrates the extent to which these polls show devastating numbers for McCain, far beyond just the question of who won:

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With Obama riding high in the polls, comparisons between John McCain and Bob Dole are gaining ever more currency. Former Hillary campaign flack Howard Wolfson has gone as far as declaring it’s over:

Perpetually fretting Democrats will not want to accept it. The campaigns themselves can’t afford to believe it. Many journalists know it but can’t say it. And there will certainly be some twists and turns along the way. But take it to a well capitalized bank: Bill Ayers isn’t going to save John McCain. The race is over.

Last Saturday, Wolfson went as far as penning a “premortem for the McCain campaign“, and was promptly criticized for it by ABC News’ Jake Tapper. On his blog, Tapper warned Obama backers to “Check Yourself Before You Wreck Yourself“:

Buoyed by encouraging poll numbers [..] lots of Obama backers out there seem to think this thing is over. [But that's] not what lots of smart folks in the Obama campaign think. They believe Obama’s poll numbers are artificially high, McCain’s are artificially low, this race will come down to two or three points, and anything could happen.

As Anne Kornblut and Jon Cohen in the Washington Post today remind us, “recent history suggests that mid-October leads are vulnerable [...]“.

Is Tapper right? Should we check ourselves before rejoicing too early, only to find ourselves flat-footed when the numbers unavoidably narrow again? That’s always a piece of advice that’s close to my heart, but it bears mentioning that Tapper cherry-picks his data to make the point.

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God knows what got in the daily tracking polls today, because they’re all out of sorts.

Daily tracking polls update, 10/8: click to enlarge

Yesterday, the Diageo/Hotline poll suddenly had Obama’s lead drop by four points, from +6 to +2. That’s an unusually steep drop for a tracking poll. It was the biggest day-on-day change in any of the daily tracking polls since 7 September, over a month ago. It was all the stranger because none of the other tracking polls showed something similar: Obama’s lead dropped by one in the R2000/Kos poll, increased by a point in the Gallup poll, and was unchanged in Rasmussen’s.

Today, the weirdness continues. The Hotline poll has Obama’s lead down another point to +1. Rasmussen has his lead dropping by two points as well, from +8 to +6. But Gallup has it storming ever upward, today from +9 to +11; it has Obama at 52% of the vote. That result, as Gallup’s Jeff Jones points out, is “the best for Obama during the campaign, both in terms of his share of the vote and the size of his lead over McCain.”

So which is it? Is Obama up by 11%, 6% or 1%? That’s quite the difference. And is he moving up or down?

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Tracking polls update, 10/6 (click to enlarge)

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The daily tracking polls haven’t shown a great deal of movement over the past three days. As you can see (at least if you click the graph and look at it in original size), the Research 2000/Kos poll is still off on its own, measuring a 12-point blowout lead for Obama/Biden today, but it’s been stable. The three other daily tracking polls are roughly in agreement: Gallup and Rasmussen have an 8-point Obama lead, the Hotline poll a slightly smaller 6-point lead. That’s all roughly the same as the last three days, when all those three polls had the lead at 6-8 point too.

On the other hand, this stability in the daily polls does confirm the slight move that I signaled in the last polling update three days ago. I wrote then that “after five days of similar numbers,” with an average Obama lead of 6.3-7% on each, there was “a hint of new upward movement”, with the average lead moving up to 7.8%. Well, the Democratic ticket has kept that extra point and another extra half: the average Obama lead has been 8.3-8.5% since.

This seems to have become something of a pattern in the past month or so. Obama moves up a couple of points, stabilises at the new level for a few days, then moves up a couple of points again.

The Research 2000/Kos poll, which has had the largest or shared largest Obama lead in all but 3 of its 26 days of existence so far, is becoming a bit of a distraction. It’s not entirely easy to take a poll at face value that so consistently diverges from the others, especially if it’s a poll commissioned by the Daily Kos and it’s diverging in favour of Obama. But even without taking the R2000/Kos poll into account, today’s numbers are very good for Obama.

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The daily tracking polls have been relatively stable over the last three days, since the previous polling update here; hence also the absence of intermittent updates. But today’s polls are interesting because they do not, or hardly, include any impact the Veep debate might have. So they can be used as a yardstick for measuring any such impact in three days’ time, when most of the tracking polls will have a sample completely from after the debate.

(There’s some trickiness involved, of course, in that the Veep debate will hardly be the only development impacting opinions; what about the Senate vote for the bailout bill, for example? Or, as Gallup points out, “the new Labor Department report out today, showing a bigger job loss in September than many analysts had predicted”?)

Daily tracking polls, 10/3 (click to enlarge)

Here’s the graph. Gallup’s poll bounced around a little the last few days, with Obama’s lead shrinking from 8% to 4% between Monday and Wednesday, and increasing to 7% again by today. The Rasmussen and Hotline poll have remained almost entirely stable and similar, showing an Obama lead of 5-7%. And the Daily Kos tracking poll, conducted by Research 2000, is off on its lonesome showing a significantly larger Obama lead of 10-11%.

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Reviewing the average of the four polls, however, there’s a hint of new movement today.

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