The folks at Decision Desk HQ are pretty level-headed and are generally cautious about assessing trend. But they are currently quite bearish on Trump and the GOP.
"With Sunday’s release of a Wall Street Journal/NBC National poll, we now have a third data point this week showing Joe Biden with a big lead. From a 9 point lead in WSJ/NBC to CNN’s Biden +10 to Quinnipiac’s even more bullish +11, there’s a clear trend line. The LeanTossup average, which includes all polling of the Biden versus Donald Trump race, not just those three, has the race at Biden +8.2% currently, and no matter what electoral college advantage Donald Trump has – as he did in 2016 – he would lose if that popular vote result were to come through. Entering the (incredibly likely, although, not technically guaranteed) general election matchup, the Democrats have to be favored.
If the Democrats were to win by the average’s 8.2%, that would represent a 6.1% swing since the 2016 Presidential Election, enough to swing 7 states, and the election – Wisconsin, Pennsylvania, Michigan, North Carolina, Florida, Georgia, and Arizona – on a uniform swing. The Democrats need three of those under most constructions of the Electoral College, and such a wide popular vote lead would result in a rebuke to Trump and the GOP.
Now, none of this is to say that Biden can’t blow this lead and lose the election...but to sugarcoat this is a disservice to people – Donald Trump is an underdog to be re-elected.
The state polls don’t show a much different picture – while not as strong for the Democratic challenger, Biden currently leads by 4.8% in Michigan, 3.8% in Pennsylvania, 3.4% in North Carolina, and 5% in Arizona, per Real Clear Politics averages. In addition to those four states – which would be enough for a reasonably robust victory, Trump is only down 0.5% in Florida and tied in Wisconsin – and leading in 3 of the five most recent Wisconsin polls. Even in Texas, where the GOP won the Presidency by 9% last time, is close, with Trump only up 2.6%, and with a CNN poll of the state showing Biden winning by 1%. Even if Texas doesn’t flip – and that appears to be likelier than not, as of today – the GOP having to play defense in the Lone Star State is a disaster – a load of money, effort, and visits that now don’t get to go to Michigan or Florida or other more traditional backgrounds....
For the Republicans, the warning lights are going off – Trump’s in trouble at the top of the ticket, their defensive Senate map is widening, and the Democrats are nominating the moderate option."
Some just-released state polls underscore this assessment. First, two new NBC/Marist polls of Arizona and Ohio.
"In [Arizona], Biden leads Trump by 1 point among registered voters, 47 percent to 46 percent — which is in within the poll’s margin of error.
The president, however, is ahead of Sanders by 3 points, 48 percent to 45 percent.....
And Biden leads the president by 4 points in the Buckeye State, 49 percent to 45 percent, while Sanders is ahead by 2 points, 48 percent to 46 percent."
In addition, Monmouth has a new poll of Arizona out, with Biden up 3 points over Trump. While Hispanic support looks about the same as Clinton's in 2016, white college is significantly better (+3 vs. -2) and white noncollege is way better (-11 vs. -27).
These are very good numbers. On to November!