Election 2026: Day 0, 7:30pm

We officially have a Senate flip, with a call of the North Carolina race for Cooper. He’s up 65-33 with half of the vote in.

The NYTimes model now has Andrews as 93% to win South Carolina, which would be big news. Silver’s final model had her at 33% to win. She’s ahead 51.5% to 46.8% with two-fifths of the vote in.

Although the big-ticket races in Florida are looking like close misses for the Democrats, two Florida Democratic incumbents that the Republicans had hoped to unseat have won re-election: Moskowitz in the 25th (Silver had him as 77% to win), and Cantor in the 14th (Silver had her as 85% to win). An even more vulnerable incumbent, Soto in the 9th, is currently up 50.2% to 49.8% and is seen by the NYTimes as a slight favorite to hold on; Silver had him as only 42% to win.

Election 2026: Day 0, 7:15pm

NYTimes just turned on The Needle, which gives us some additional perspectives:

In KY-6, despite the Democrat Dembo being behind 43-53, NYTimes thinks Dembo is stil a narrow favorite to pull it out.

Conversely, even though Ford is ahead 56-44 in IN-5, NYTimes thinks Spartz will win by 2 or 3 in the end.

NYTimes thinks Moody will win Florida by 3 points in the end. They don’t have a forecast for the Florida Governor race, where at this moment Jolly is still narrowly ahead, 49.5% to 49.2%, with nine-tenths of the vote in. They also don’t have a forecast for the Georgia Governor race, with Bottoms is up 59-41 with more than half the vote in.

Intriguingly, the NYTimes now has Andrews as a 72% favorite to beat Graham in South Carolina. With about one-quarter of the vote in, Andrews is currently ahead 51-48.

Election 2026: Day 0, 7pm

Some, but not all, outlets have already called the Georgia Senate race for Ossoff, less than an hour after the polls have closed there. Keisha Lance Bottoms is running about 4% behind Ossoff as the Democratic candidate for Governor, but that may be enough to get her over the finish line against Republican billionaire Rick Jackson.

Anna Paulina Luna is the Republican incumbent in the Florida 13th, in the suburbs of Tampa (including Dunedin, spring training home of my Blue Jays). Under its new boundaries, this district would have gone 56-43 for Trump in 2024. Silver’s model had Luna at 67% to win re-election. With more than 95% of the vote in, Luna is leading very narrowly, 49.4% to 48.7%. That would seem to portend a good, but not amazing, night for the Democrats.

Indiana 5th is still looking good for the Democratic challenger, J.D. Ford; he is now ahead of Spartz 57-43 with three-fifths of the vote in. Another early Midwest harbinger district is the Kentucky 6th, which Silver’s model had as a toss-up. Here the Republican candidate is up 53-43 but with only one-quarter of the vote in, but that is not necessarily bad for the Democrats given where the reported vote has come from.

With 84% of the Florida Senate vote now in, Moody has taken a 49.7% to 49.2% lead over Nixon.

Election 2026: Day 0, 6:30pm

The vote in Florida is now about two-thirds complete, and in the Senate race Nixon has a narrow lead over Moody, 49.9% to 49.0%. With polls still open in the panhandle, public models are not yet showing estimates of what the final result will be, but the prediction markets have not moved in Nixon’s direction on this news. In the Governor’s race, where former Republican Congressman David Jolly is running for the Democrats against Black Republican Congressman Byron Donalds, Jolly is up 50.6% to 48.3%.

Election 2026: Day 0, 6pm

And we are here at last. The TV coverage has been on for an hour, but the only polls that closed an hour ago were in certain parts of Indiana and Kentucky. Things will start to get more interesting going forward.

One House race of note so far is the Indiana 5th, where the incumbent is controversial Republican Victoria Spartz. Silver’s model had Spartz at 81% to win re-election. With 36% of the vote in, Spartz is behind, 38-62. However the vote that has reported so far is largely from the suburban portion of this district rather than its rural portion, and includes a lot of early vote. Will be interesting to watch this one evolve.

Election 2026: Day -1

Things continue to look promising for the Democrats on the eve of the 2026 elections. The final patch of NYTimes polls coming out yesterday were almost unbelievably good for the blue team: El-Sayed winning 53-42, Talarico winning 50-43, Hamilton winning 49-44. Jackson winning 51-45, Brown winning 49-44. If those polls are on target, a blue tsunami is coming.

Silver’s model’s likelihood that the Democrats get to 51 Senate seats cracked 80% for the first time yesterday and continued to tick up slightly today. He now sees 54 seats as being only slightly less likely than 53.

Over in the House, I noted recently that every single one of the 17 seats in my former state of Illinois is, per Silver’s model, at least a 99.5% favorite for either the Democrats (14) or the Republicans (3). I suppose that’s modern gerrymandering at its finest. Speaking of modern gerrymandering, North Carolina had adopted a new map last year that was intended to change the partisan balance of its delegation from 10-4 Republican to 11-3. However the district that was supposed to flip, the Democratic-held 1st, has become the most expensive House race in U.S. history with over $50 million in spending from both sides combined, and per Silver’s model is seen as an 88% favorite to remain in Democratic hands.

Shifting gears, I wanted to mention two recently filed lawsuits related to actions taken by the administration.

First, a U.S. company that imports Canadian cheeses recently filed a lawsuit in the Court of International Trade regarding Trump’s new 50% tariffs against Canada under Section 338 of the Smoot-Hawley Act. The lawsuit articulates 5 separate independent grounds as to why the tariffs are invalid, each of which is quite possibly correct, and any of which would suffice for plaintiffs to win.

Second, Virginia and D.C. filed suit this weekend to block Trump’s plans to start building a controversial 250-foot tall Triumphal Arch, for which construction could start as soon as Thursday. The case has ended up in the courtroom of Judge Chutkan, best known for presiding over Special Counsel Smith’s election interference case against Trump.

Election 2026: Day -2

Shocking news out of Michigan this morning where Haley Stevens, the losing candidate in the Senate Democratic primary, has suddenly endorsed Republican candidate Mike Rogers.

Stevens, whose primary campaign against U.S.-born Egyptian-American Abdul El-Sayed was heavily funded by the pro-Israel AIPAC, had previously pledged to support El-Sayed. Earlier this week her Jewish fiance endorsed Rogers, leading to attempts among the Democratic establishment to hold a unity rally today. However tensions between the El-Sayed and Stevens camps continued to escalate this week. As recently as yesterday, Stevens was reportedly continuing to tell Democratic party figures that she would continue to support El-Sayed. Now, this. Stevens is currently the Representative for the Michigan 11th, a safe Democratic seat, but is not running for re-election in light of her Senate bid; reportedly her entire senior staff have resigned this morning in light of her endorsement.

Polling in recent weeks has consistently shown El-Sayed ahead of Rogers; the current polling average as shown on Nate Silver’s site has El-Sayed at 49.6%, versus 45.5% for Rogers. How much impact will Stevens’ late endorsement have? I’m not sure there is much relevant precedent to consider here. I should mention that the vitriol against El-Sayed by his political opponents has gotten very extreme in recent days, including but not limited to Trump having referred to him as a “Jihadist”. While I don’t agree with El-Sayed across his entire platform of ideas, every time I listen to him I am more impressed with his political talent. As far as I’m concerned, he’s far, far closer to being a “great American” than is our President.

In other news this morning, Senator Murphy (D-CT) has suffered a stroke, at the age of 53. A potential Presidential candidate in 2028, in recent months he has been an increasingly visible Democratic figure on foreign affairs and military issues.

Finally, as I was writing this a federal judge released an opinion dismissing a recent DOJ lawsuit, U.S. v. Alaska, which attempted to preemptively prevent Alaska from certifying the results of the upcoming Senate election, on the grounds of potential voter confusion regarding the presence of the two Dan Sullivans on the four-person ranked choice ballot. There was reporting this week connecting the Democratic candidate, Mary Peltola, to the presence of the non-incumbent Dan Sullivan on the ballot; she denies involvement. Honestly, this all feels like much ado about nothing, particularly in a ranked choice state. But there has been a lot of noise about it in recent weeks and it will be interesting to see what effect, if any, that noise has on the results of the election.

Election 2026: Day -4

Well, so much for trying to blog more regularly in the run-up to the election…

The overall landscape has not changed much in these past two-and-a-half weeks. Silver’s model has the Democrats at 78% to take the Senate, with the median having ticked up from 52 to 53, and at 96% to take the House with the median ticking up to 241. His prognostications have generally been a little more favorable to the Democrats than other sources out there, but those sources have been starting to come into line; for instance, the Polymarket implied probability of Democratic Senate control is now up to 71%, having been only 59% three weeks ago (at which time Silver’s model was already at 75%).

One notable change from the last time I talked about the Senate races is that Silver now has Hamilton as a 61% favorite to beat Marshall in Kansas; he actually has the chances of flipping Kansas as being very slightly better than Iowa or Alaska. Silver also sees improving flip chances in Nebraska (37%) and South Carolina (31%); interestingly, a NYTimes poll this week had Andrews and Graham in a dead heat in South Carolina, at 48-48.

Three Senate races I haven’t previously mentioned could also break the Democrats’ way on a very good night: Montana (now 7% in Silver’s model), Louisiana (6%), and Mississippi (5%). Montana is an odd case in that the Democratic establishment there wanted to pull a Nebraska, which is to say, have the party primary winner withdraw so as to create a two-way race between a Republican who was in effect hand-picked by the retiring incumbent, and a compelling Independent who would caucus with Democrats if elected; however, in Montana the nominated Democrat wouldn’t play ball. As such, it seems likely that vote-splitting could lead to the Republican, Alme, winning with a vote share in the low 40s.

Let’s do the rounds of some recent developments:

Press Secretary. As foreshadowed in my previous post, the tenure of Katie Zacharias as White House Press Secretary was not long: It lasted 5 days, or half a Scaramucci. No replacement as of yet.

East Potomac Golf Links. We haven’t talked about this one before… In D.C., there is a century-old public golf course not far from the Mall, called the East Potomac Golf Links. Trump being Trump, he is not only intensely interested in the notion of renovating this course into something that resembles one of his many high-end golf properties, but also intensely disinterested in complying with any relevant laws or processes that might interfere with those plans.

Back in December 2025, the Department of the Interior revoked the lease held by the nonprofit organization that currently runs the course, only 5 years into a 50-year term. That led to a federal lawsuit called D.C. Preservation League vs. Department of Interior, which had been proceeding at a very measured pace, due to government representations that no actual plans to remodel the course yet existed. Judge Reyes had, however, told the government it would need to provide notice before taking any irreversible actions. However at 4:55pm on the Friday before the Columbus Day holiday weekend, the government indicated that it would immediately remove several hundred healthy trees from the course. As the judge put it in an emergency hearing held over the weekend, after most of those trees were already gone: “I have given the government every single benefit of the doubt that it would not do precisely what it has done.”

While the judge was considering what action to take, Trump muddied the waters with an announcement that the golf course was definitely closing for massive renovations and work was scheduled to begin on November 15th. Today, Judge Reyes took the unusual step of appointing a special master to investigate whether the administration and its attorneys have made misrepresentations in her court.

World Elections. There have been a number of noteworthy elections in recent weeks, and they have generally gone in a direction contrary to Trump’s interests. In Alberta, the referendum on whether there should be a second, binding, vote on secession failed miserably, 25-75 (on 70% turnout); in Serbia, the right-wing nationalist party in power since 2012 were voted out; in Israel, Netanyahu’s bloc looks to have gained only 53 seats out of 120, with Arab parties controlling a record 19 seats, leaving the future extremely unclear as of yet; and finally in Brazil, right-wing candidate Flavio Bolsinaro (son of former President and Trump ally Joao Bolsinaro) lost 48-52 in the two-candidate runoff after having led in the multicandidate first round 47-45 over the incumbent.

Although Brazil immediately cancelled Flavio Bolsinaro’s passports, fearing he would flee to avoid prosecution once his parliamentary immunity expires, he and his family made their way this week to Miami, where the Trump administration granted them entrance (and are widely expected to grant him permanent residency on an expedited basis, having previously done the same for his brother). Bolsinaro then released a statement declaring himself the true elected leader of Brazil. Fun times.

Russo-Ukrainian War. Quoting Tom Nichols in The Atlantic, from an article written almost two weeks ago: “In the past week, the president of the United States has conclusively turned America into an ally of the Russian Federation. Donald Trump has now abandoned pretense and is openly aiding the Kremlin in its war against a friend and partner of the U.S. The American commander in chief has abandoned the Western order, the most successful—and powerful—security arrangement in human history. To judge from the available evidence, he has not done so out of a cold calculation of the national interest. Instead, he has based his decisions on his own interests; his open admiration for Russia’s dictator; his resentment of Ukraine’s democratically elected president; and quite possibly other factors that so far have remained obscured from the American public.” So, yeah, fun times.

Iran War. There are a number of reports that Trump intends to escalate military action against Iran immediately after the midterm elections. Did I mention these are fun times?

Metrics. Gas prices are down slightly from their recent peaks, with the current national averages being $4.20 for gas and $6.32 for diesel. The Personal Consumption Expenditures measure of inflation, which includes energy costs, just ticked up from 3.4% to 3.6%; this metric had been at 2.4% when Trump was elected, and at 2.8% before the start of the Iran War. Despite a very bad day today, the S&P 500 is still up 10.7% for the year. The 30-year Treasury yield has subsided somewhat from recent highs, sitting today at 5.31%, which is still a level that until September had not been seen since 2002.

Weaponization of Government Against Political Opponents. A big news story in recent weeks was the administration’s decision to raid the D.C. house of prominent Congresswoman Ilhan Omar (D-MN) within a month of the election, reportedly in connection with an ongoing investigation of immigration fraud. It is not completely clear whether the alleged fraud relates to her own naturalization, which occurred at the age of 17 as a derivative of the naturalization of her Somali immigrant father, or instead to rumors that her former husband was in fact her brother and allegations that she had married him for immigration-related purposes. The DOJ filing also appears to allege that the surname Omar is an alias.

Vance had stated in an interview several months ago that Omar had definitely committed immigration fraud–a remarkable statement for a sitting Vice President to make about someone who had not, and still has not, been charged with anything. I don’t know what happened here, if anything, and I’m pretty sure neither does VP Vance. I do know that it is incredibly unseemly for the government to raid a political opponent’s home very close to an election in which she is running (not that she is in any risk of losing the election) and for senior officials to openly call for her deportation.

In other weaponization news, this week Maurene Comey, the daughter of former FBI Director James Comey, won her wrongful termination lawsuit against the DOJ. At around the same time, it became known that earlier this month Comey the elder had been indicted for a third time, with the new charges relating to alleged transmission of classified information way back in October 2016.

Finally, the administration had recently opened a grand jury investigation into Cassidy Hutchinson, the former Trump aide who became a key witness to the January 6th Committee, arguing that she lied to Congress in that testimony; however this week the grand jury declined to indict.

Corruption. I’ll close today with two new stories about alleged corruption in and around the Trump administration, noting that government corruption is now the 2nd-most-cited top issue by voters in the latest Gallup poll (at 12%, behind the cost of living at 36%).

First, there are some shocking allegations about Trump’s son-in-law Jared Kushner in a new book, to the effect that during Trump’s first term Kushner was granted access to billions of dollars in foreign bank accounts by various Middle Eastern powers, including a story that the UAE paid Kushner $50 million as a success fee when Trump finally fired Secretary of State Tillerson. The reported source for these stories is a Russian intelligence service hack of Kushner’s iPhone circa 2017. As one wag put it this week: ‘Jared Kushner’s iPhone’ is the real ‘Hunter Biden’s laptop’.

Second, recent reporting indicates that former Trump attorney Alina Habba received a 5-year, $50 million contract to be general counsel for what appears to be a shell corporation set up by a Venezuelan billionaire, shortly before Trump granted said billionaire a pardon for a conviction on campaign finance charges. Today, a follow-up story claims that Trump was livid when he learned about this, believing that Habba ought to share some of her largesse with Trump’s “future presidential library or another Trump-related entity.” Obviously it would be really bad if Trump had already gotten a payoff from Habba in exchange for granting a pardon, but it feels almost as bad that Trump’s reaction to learning of the situation is to complain about having not gotten a piece of the action?

Election 2026: Day -21 (for real)

I can’t count, apparently; but I know today is 3 weeks out from the election, so we must be at Day -21, even if three days ago I had thought we were at Day -20…

This morning the Trump administration requested the resignation of Ambassador Guilfoyle–the former fiancee of the President’s son–due to the burgeoning corruption scandal discussed in my last post. Some say the lesson here is that Trump can’t tolerate people who are inept at their corruption; others say the lesson is that only the female Trump administration figures are ever made to pay for their sins (following in the footsteps of Bondi, Noem. Gabbard, and former Labor Secretary Chavez-DeRemer).

Speaking of “female Trump administration officials who may not be long for their jobs,” today marked the White House Briefing Room debut of Trump’s brand new Press Secretary, former TMTG executive Katie Zacharia; and it did not go well. Besides her poorly received debut at the podium, things got worse for her with new reporting today questioning whether she has been lying for years about being a lawyer, as opposed to merely possessing a law degree. There is apparently no record of her having passed the bar in any U.S. state (or the District of Columbia). I saw a tweet today of a picture of Zacharia next to a head of lettuce.

The President has come under fire for a number of actions and comments in recent days relating to the Russo-Ukrainian War. As Ukrainian tactics in recent months have included offensive strikes on various Russian targets including oil refineries, Trump has grown increasingly critical of Zelensky, claiming (very dubiously) that it is Ukrainian attacks on Russian facilities, not the woes around the Strait of Hormuz, that bears primary responsibility for the current high price of diesel. Last week Trump announced a deal to allow modest amounts of Russian diesel to be sold in global markets, even though that would violate a law that Trump signed just last month, the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026. He then claimed that Russia and Ukraine had agreed upon a mutual “energy ceasefire” and, when both parties denied it, basically asserted that the ceasefire was real because he said so.

Trump has been doing a series of rallies lately, all in red states; today he is flying to Alaska (actually, to Palin’s home town of Wasilla) in an effort to shore up Senator Sullivan there. It’s hard for me to believe that a Republican President would ever feel the need to travel to Alaska three weeks before an election, but these are the times we live in. It is also hard to believe that the Republicans have pulled ad money out of a Senate race for a seat they currently hold in North Carolina in order to re-allocate it to defending their seat in Kansas, but again, these are our times.

There has been reporting recently that Musk, despite last year’s apparent break with Trump, has been spending somewhere in the range of $275 to $350 million on Republican campaigns in this election. There does appear to be vast amounts of money in play this cycle, based on the volume and nature of TV ads I’m seeing here in Minnesota. It has been commonplace in recent weeks to see TV ads about a state-wide race (in a non-adjacent state) during college football broadcasts, in situations where one of the teams involved is from said state. I don’t remember seeing that in prior cycles. There was even an NFL broadcast involving the Vikings and Dolphins in which we were shown ads for races in Texas; apparently the national ad buy was more efficient than trying to do 20 different local ad buys within Texas markets.

To close today, I wanted to run through the Senate races from the standpoint of which seats are most likely to flip to each party, per Silver’s model. I’ll ignore states for which the odds of a flip are less than 3%. Starting with the Democrats, the punch list goes:

  1. North Carolina (95% to flip)
  2. Texas (74%)
  3. Ohio (72%)
  4. Maine (72%)
  5. Alaska (62%)
  6. Iowa (59%)
  7. Kansas (47%)
  8. Nebraska (27%)
  9. South Carolina (23%)
  10. Florida (10%)

Whereas for the Republicans, the flip punchlist goes:

  1. Michigan (19%)
  2. Minnesota (11%)
  3. New Hampshire (8%)
  4. Georgia (3%)

The map is a far cry from what it looked like 18 months ago, when it was hard to imagine what Republican-held seat the Democrats could reasonably pick up this year, apart from Maine. The fact that Republicans are seen as having almost no chance to defeat Senator Ossoff in Georgia is one of the reasons why Ossoff’s stock is rapidly rising as a Democratic Presidential candidate in 2028.

Election 2026: Day -20

This week people have started receiving not only the $500 rebate checks going to about 1 million ACA individual market participants who fully fund their premiums, as I had discussed previously, but also $90 rebate checks going to about 20 million Americans enrolled in traditional Medicare (as opposed to Medicare Advantage). These $90 checks are being funded via the administration’s depletion of a $2 billion Medicare Improvement Fund, which was established by statute in 2008 but which has never been tapped for its intended purpose. Both actions are of debatable legality, but when did that ever stop this administration from doing anything?

There was an interesting story out of the Wall Street Journal this week about the U.S. Ambassador to Greece, Kimberly Guilfoyle. She was previously the fiancee of Donald Trump Jr., but they split in 2024 (and he got remarried earlier this year); there is speculation that Trump gave her an ambassadorship in an effort to keep her in the family fold, given how close she had previously been to the family. (Guilfoyle was also previously married to California Governor Newsom, oddly enough.) Per the WSJ, Guilfoyle recently implored a Republican donor to directly pay off $100,000 of debt Guilfoyle had incurred with American Express, offering the donor access to IRS officials as a quid pro quo. You’d think Congress would be interested in exploring such brazen corruption; of course they’re not currently in session.

Trump bowed to pressure and announced this week that the federal government would no longer directly fund the controversial TV ads mentioned in my last post, but he has no intention at this point of having his super PAC reimburse the government for the millions already spent. The DNC is suing Trump, asking for a declaration that the actions were unlawful and an injunction against further such federal spending.

There is reporting today that the DOJ is opening an antitrust investigation into the five news networks that discontinued White House pool TV coverage in solidarity with the administration’s removal of White House press passes from one of those networks plus two other news outlets. Sigh.

National gas prices have come off their highs, but remain elevated: $4.37 a gallon for regular gasoline, and $6.28 a gallon for diesel. The national average 30-year mortgage rate has kept climbing in recent weeks and now sits at 7.40%, about 75 bps higher than three months ago. That largely reflects the fact that 30-year Treasury yields have been climbing; at one point this week the yield hit 5.73%, the highest level since 2002.

Silver’s odds of Democratic control have reached new highs of 75% in the Senate (with the median result still 52-48) and 94% in the House (with the median result now 239-196). The Kansas Senate race is increasingly looking like a tossup, with Silver’s assessment of the Democratic challenger Hamilton’s odds now up to 49%. And some even longer shots are starting to come into view in the Senate. In Nebraska, where second-time independent candidate Dan Osgood is challenging incumbent Senator Ricketts, Silver has Osgood’s odds up to 29%. In South Carolina, Democratic challenger Annie Andrews is now up to 23% against recently appointed incumbent Senator Darline Graham. Even Florida is not safe for the Republicans, as incumbent Senator Ashley Moody is running a lackluster campaign against Angie Nixon; Silver has Nixon at an 11% chance to pull the upset.