Latest polls, models and markets see a ‘blue tsunami’

In figures: Five key indicators help to distill the extraordinary consensus that is emerging on the eve of the mid-term elections.

๐Ÿ”ฎ 95% and 80%: The likelihood that Democrats will win the House and Senate, respectively, according to election forecaster Nate Silver, whose model projects an average gain of 25 House seats.

  • Silver argues that Democrats could now withstand a modest polling error and still capture the Senate โ€” a remarkable cushion given the Republican Party’s history of outperforming polls in the Trump era.

๐Ÿ—บ๏ธ 7 for 7: Democrats lead in every Senate battleground state surveyed in the latest New York Times/Siena polls, including by 11 points in Michigan and seven in Texas.

  • Trump won six of those seven states in 2024, even though five of the leading Democrats โ€” Maine (+6), Kansas (+5), Ohio (+5), Alaska (+2) and Iowa (+1) โ€” remain within the margins of error in the polls.

๐Ÿ›๏ธ 240: That’s the number of seats Democrats could win in the House according to the high end of the Cook Political Report’s forecast โ€“ potentially their largest majority since the first year of Barack Obama’s presidency.

  • To achieve this goal, Democrats would need to sweep all 18 races. Cook already favors them in 222 districts, four more than needed for a majority.

๐ŸŽฒ 73%: The likelihood of Democrats winning both houses of Congress, according to Kalshi.

  • After rightly favoring Trump in 2024, prediction markets have become a closely watched barometer of political expectations. Nearly $100 million worth of contracts were traded in the Kalshi Congress Control Market alone.

๐Ÿ“Š +14: Democrats’ lead on the wildcard congressional ballot in the final poll from AtlasIntel, which became the nation’s highest-rated survey firm after its remarkably accurate 2024 performance.

Reality check: Even pollsters predicting a landslide Democratic victory are haunted by the possibility that they are still missing Trump voters.

  • New York Times polling chief Nate Cohn warned that white Democrats were about 30% more likely than white Republicans to respond to the final Times/Siena surveys โ€” a slightly wider gap than in 2020, when polls overestimated Democratic support.
  • Washington Post pollsters sounded similar alarms after finding that Democrat Adam Hamilton was ahead of Republican Sen. Roger Marshall by nine points in Kansas, where registered Democrats were more than twice as likely as Republicans to turn out.

What they say: Trump and House Speaker Mike Johnson have accused pollsters of deliberately manufacturing the appearance of a Democratic wave to suppress Republican turnout.

  • โ€œThey’re trying to create this idea of โ€‹โ€‹a blue wave and they’re using poll numbers to do it,โ€ Johnson said Mondaysaying conservatives are wary of calls for polls because they think “it’s a psychological operation.”

Between the lines: Prediction markets are sometimes touted as more accurate than polls because bettors have money on the line. But their odds often reflect the same polling data and political sentiment, leaving them vulnerable to the same blind spots.

  • In Wisconsin, Kalshi gave state Rep. Francesca Hong a 96 percent chance of winning the Democratic gubernatorial primary the day before the August election. She lost to Milwaukee County Executive David Crowley.
  • In Brazil, Kalshi gave Trump ally Flรกvio Bolsonaro an 84 percent chance of defeating President Lula ahead of last week’s runoff. Lula won, prompting MAGA influencers to amplify baseless claims that the election was rigged.

The bottom line: Voters will ultimately deliver the only verdict that matters. But on the eve of the election, the polls, forecasts and betting markets are all pointing in the same direction.

Gn headline

Scroll to Top