Opinions

Nobody can predict this election. Here’s why.

(Mario Wagner for The Washington Post)

By almost any measure, 2020 is a very different kind of election.

A pandemic. A recession. Social protests in multiple cities that are entering their fourth month. Record numbers out of work, and record highs in the stock market. Social distancing in offices, restaurants, even in some homes. The oldest nominee in history. A president talking about ignoring the results.

I’ve made my share of election forecasts. But nearly everything about this race is so different, which should make everyone think twice about their assumptions as the voting begins. Here are seven factors that make it extremely difficult to predict what’s going to happen in November:

1

It’s been 100 years since we’ve held a mid-pandemic election. It’s impossible to know how voters will react.

United States

Other G-7 countries

Deaths

per million people

New cases

per million people

200

600

150

400

100

200

50

0

0

Jan

Apr

Aug.

Jan

Apr

Aug.

Source: Our World in Data

United States

Other G-7 countries

Deaths

per million people

New cases

per million people

200

600

150

400

100

200

50

0

0

Jan

Apr

Aug.

Jan

Apr

Aug.

Source: Our World in Data

United States

Other G-7 countries

Deaths

per million people

Cases

per million people

New cases

per million people

200

17,500

600

150

400

100

200

5,000

50

0

0

0

Jan

Apr

Aug.

Jan

Apr

Aug.

Jan

Apr

Aug.

Source: Our World in Data

United States

Other G-7 countries

Deaths

per million people

Cases

per million people

New cases

per million people

200

17,500

600

150

400

100

200

5,000

50

0

0

0

Jan

Apr

Aug.

Jan

Apr

Aug.

Jan

Apr

Aug.

Source: Our World in Data

How the U.S. compares to other G-7 countries

Deaths per million people

Cases per million people

New cases per million people

Britain

200

17,500

600

United

States

United

States

Italy

United States

150

France

400

100

Canada

Other G-7

countries

200

5,000

50

Other G-7

countries

Germany

Japan

0

0

0

Jan

Apr

Aug.

Jan

Apr

Aug.

Jan

Apr

Aug.

Source: Our World in Data

Covid-19 has taken an unprecedented toll on the people of the United States. According to Centers for Disease Control and Prevention estimates, more than 5 million people have tested positive for the novel coronavirus; and the death toll may surpass 200,000 in September. Hospitalizations are up in many places, and as the caseload increases, many more cities and counties will struggle to deal with a new wave of sickness and death.

Monthly deaths in 2020

This is likely an underestimate, as death counts come in slowly.

320,000

280,000

Monthly deaths

registered from

1999 to 2019

240,000

200,000

160,000

Jan.

June

Dec.

Sources: Centers for Disease Control,

National Center for Health Statistics

320,000

Monthly deaths in 2020

This is likely an underestimate, as death counts come in slowly.

280,000

Monthly deaths

registered from

1999 to 2019

240,000

200,000

160,000

Jan.

June

Dec.

Sources: Centers for Disease Control, National Center

for Health Statistics

320,000

Monthly deaths in 2020

This is likely an underestimate, as death counts come in slowly.

280,000

Monthly deaths

registered from

1999 to 2019

240,000

200,000

160,000

Jan.

June

Dec.

Sources: Centers for Disease Control, National Center for Health Statistics

The pandemic has exacted a psychological price. Roughly two-thirds of all Americans are worried that they or someone in their family will be exposed to the virus. The virus is omnipresent: It colors every conversation and dominates daily life.

2

The coronavirus has damaged the economy, and a damaged economy is usually bad for incumbents.

The highest unemployment rate in decades

15%

14.7%

May, 2020

10.2%

July,

2020

10

5

Great Recession

0

’00

’80

’08

’20

Source: Federal Reserve Bank of St. Louis

The highest unemployment rate in decades

15%

14.7%

May, 2020

10.2%

July,

2020

10

5

Great Recession

0

2000

1980

’08

2020

Source: Federal Reserve Bank of St. Louis

The highest unemployment rate in decades

15%

14.7%

May, 2020

10

10.2%

July,

2020

5

Great Recession

0

2000

1976

’80

’84

’88

’92

’96

’04

’08

’12

’16

’20

Source: Federal Reserve Bank of St. Louis

The highest unemployment rate in decades

15%

14.7%

May, 2020

10

10.2%

July,

2020

5

Great Recession

0

2000

1976

’80

’84

’88

’92

’96

’04

’08

’12

’16

’20

Source: Federal Reserve Bank of St. Louis

The highest unemployment rate in decades

15%

14.7%

May, 2020

10

10.2%

July,

2020

5

Great Recession

0

2000

1976

’80

’84

’88

’92

’96

’04

’08

’12

’16

’20

Source: Federal Reserve Bank of St. Louis

The pandemic has also done incalculable damage to the economy. As soon as lockdowns began, the unemployment rate increased by 10 percentage points. It has decreased somewhat since, but the damage is lasting: Many retail businesses across the country are operating at only partial capacity, and entire industries may never recover.

Unemployment rate before elections

15%

10

H.W. Bush

5

Carter

Clinton

G.W.

Bush

Obama

Trump

0

2000

1980

2020

Unemployment rate before elections

15%

10

Carter

H.W. Bush

5

Reagan

Clinton

G.W.

Bush

Obama

Trump

0

’00

’76

’80

’84

’88

’92

’96

’04

’08

’12

’16

’20

Unemployment rate before elections

15%

10

Carter

H.W. Bush

5

Reagan

Clinton

G.W. Bush

Obama

Trump

0

2000

1976

’80

’84

’88

’92

’96

’04

’08

’12

’16

’20

Unemployment rate before elections

15%

10

Carter

H.W. Bush

5

Reagan

Clinton

G.W. Bush

Obama

Trump

0

2000

1976

’80

’84

’88

’92

’96

’04

’08

’12

’16

’20

Unemployment rate before elections

15%

10

Carter

H.W. Bush

5

Reagan

Clinton

G.W. Bush

Obama

Trump

0

2000

1976

’80

’84

’88

’92

’96

’04

’08

’12

’16

’20

The physical, psychological and economic consequences of the pandemic have altered the normal election climate. In a typical presidential race, a recession like this would probably send an incumbent packing; other issues, particularly cultural factors, would likely not matter. But Americans are still giving President Trump decent marks on his handling of the economy, and the third-quarter economic numbers could show a rapid rebound. At the same time, disagreements about immigration, political correctness and racism have kept cultural issues front and center. This mix of economic pain, the possibility of late-breaking relief, physical danger and cultural conflict makes this election unusually difficult to predict.

3

The country is seeing a months-long wave of protests, and that has made everyone more focused on race.

Google search volume

for “protest near me”

Negligible

Low

High

January to April

May to late August

Source: Google Trends

Google search volume

for “protest near me”

Negligible

Low

High

January to April

May to late August

Source: Google Trends

Google search volume for “protest near me”

Negligible

Low

High

January to April

May to late August

Source: Google Trends

Google search volume for “protest near me”

Negligible

Low

High

January to April

May to late August

Source: Google Trends

Google search volume for “protest near me”

Negligible

Low

High

January to April

May to late August

Source: Google Trends

Amid the pandemic, Americans are experiencing a historic period of social unrest. The death of George Floyd at the hands of Minneapolis police fueled nationwide demonstrations against racism and police brutality, as well as associated counter-protests. Ordinarily, protests don’t garner much sympathy: Sixty percent viewed the 1963 civil rights rallies unfavorably; Occupy Wall Street had the support of only 44 percent of Americans in 2011. But according to a July Gallup poll, this movement may be the exception: Almost two-thirds supported this summer’s protests.

Black Lives Matter

15-second blocks mentioning Black Lives

Matter on CNN, MSNBC and Fox News

3,000

2,000

1,000

2010

2016

2020

Discrimination and wealth

Percentage who agree that the racial gap

in wealth and employment is caused

by discrimination.

60%

50

40

30

20

1990

2000

2010

2018

Sources: GDELT TV Explorer,

General Social Survey

Black Lives Matter

15-second blocks mentioning Black Lives Matter

on CNN, MSNBC and Fox News

3,000

2,000

1,000

2010

2016

2020

Discrimination and wealth

Percentage who agree that the racial gap in wealth and

employment is caused by discrimination.

60%

50

40

30

20

1990

2000

2010

2018

Sources: GDELT TV Explorer, General Social Survey

Black Lives Matter

15-second blocks mentioning

Black Lives Matter on CNN,

MSNBC and Fox News

Discrimination and wealth

Percentage who agree that the racial gap

in wealth and employment is caused

by discrimination.

3,000

60%

50

2,000

40

30

1,000

20

1990

2000

2010

2018

2010

2016

2020

Sources: GDELT TV Explorer, General Social Survey

The killings of Black men and women — and the subsequent protests — have increased awareness of racial discrimination. Over the past six years, many White voters, especially White Democrats, shifted left on racial issues as they saw the footage and read reports of police killings of Philando Castile, Eric Garner, Michael Brown and other men and women. This new understanding of police brutality and systemic racism — as well as backlash against more violent protests — is reshaping our politics, and nobody knows which trends will endure.

4

Even the most admired institutions — including the police and the military — are losing public confidence.

Trust in political institutions

Percentage with a great deal or

quite a lot of trust

80%

60

The presidency

40

Supreme

court

Criminal

justice system

20

Congress

1970

2000

2020

Trust in non−political institutions

Percentage with a great deal

or quite a lot of trust

80%

Military

60

Police

Organized

religion

40

Banks

Newspapers

20

TV News

1970

2000

2020

Source: Gallup

Trust in political institutions

Percentage with a great deal or quite a lot of trust

80%

60

The presidency

40

Supreme court

Criminal justice

system

20

Congress

1970

2000

2020

Trust in non−political institutions

Percentage with a great deal or quite a lot of trust

80%

Military

60

Police

Organized

religion

40

Banks

20

Newspapers

TV News

1970

2000

2020

Source: Gallup

Trust in political institutions

Trust in non−political institutions

Percentage with a great deal

or quite a lot of trust

Percentage with a great deal or

quite a lot of trust

80%

80%

Military

60

60

Police

Organized

religion

The presidency

40

40

Supreme

court

Banks

Criminal justice

system

Newspapers

20

20

TV News

Congress

1970

2000

2020

1970

2000

2020

Source: Gallup

Trust in political institutions

Trust in non−political institutions

Percentage with a great deal

or quite a lot of trust

Percentage with a great deal or

quite a lot of trust

80%

80%

Military

60

60

Police

Organized

religion

The presidency

40

40

Supreme

court

Banks

Criminal justice

system

Newspapers

20

20

TV News

Congress

1970

2000

2020

1970

2000

2020

Source: Gallup

Trust in political institutions

Trust in non−political institutions

Percentage with a great deal or quite a lot of trust

Percentage with a great deal or quite a lot of trust

80%

80%

Military

60

60

Police

Organized

religion

The presidency

40

40

Supreme

court

Banks

Criminal justice

system

Newspapers

20

20

TV News

Congress

1970

2000

2020

1970

2000

2020

Source: Gallup

A 50-year decline in trust continues. Most Americans say they don’t trust any branch of government. Non-governmental institutions have shed credibility, too. The media is widely scorned and distrusted. Organized religion continues its long decline. Even the police and military — revered by most of the public for decades — have seen some erosion in their numbers as well. We are a country with few establishment heroes.

5

Satisfaction with the country’s direction is sagging.

Opinion about the country's direction

100%

Dissatisfied

50

Satisfied

0

2000

1980

2020

Source: Gallup

Opinion about the country's direction

100%

Dissatisfied

50

Satisfied

0

2000

1980

2020

Source: Gallup

Opinion about the country's direction

100%

Dissatisfied

50

Satisfaction has plummeted during the pandemic

 

Satisfied

0

2000

1980

’84

’90

’92

’96

’04

’08

’12

’16

’20

Source: Gallup

Opinion about the country's direction

100%

Dissatisfied

50

Satisfaction has plummeted during the pandemic

 

Satisfied

0

2000

1980

’84

’90

’92

’96

’04

’08

’12

’16

’20

Source: Gallup

Opinion about the country's direction

100%

Dissatisfied

50

Satisfaction has plummeted during the pandemic

 

Satisfied

0

2000

1980

’84

’90

’92

’96

’04

’08

’12

’16

’20

Source: Gallup

At the same time, Americans are disappointed in the state of the nation. In the latest Gallup poll, only 13 percent said they were “satisfied” with the direction of the country. That’s on par with earlier moments of economic agony and political conflict. Frustration with the pandemic, our institutions and institutionalized racism has united Americans in widespread discontent. It’s not clear who benefits from this unhappiness: Joe Biden could effectively seize on it, like Bill Clinton did in 1992, or fail to capitalize on it, like Mitt Romney in 2012.

6

Turnout is scrambled as the mailbox becomes the ballot box.

States that have some form of

no-excuse mail balloting

States that required an excuse

for absentee ballot in 2016

Sources: The Washington Post, Pew Research

States that have some form of

no-excuse mail balloting

States that required an excuse

for absentee ballot in 2016

Sources: The Washington Post, Pew Research

States that have some form of

no-excuse mail balloting

States that required an excuse

for absentee ballot in 2016

Sources: The Washington Post, Pew Research

This election will be conducted far differently from any in the past — on Sept. 4, North Carolina will send out its first absentee ballots, and many states will quickly follow. It’s impossible to predict how many citizens will vote by mail, but a historic 83 percent of Americans will have the opportunity to do so. These changes could transform the election from a single day into a months-long slugfest of debating, voting and counting — and court challenges. That adds uncertainty, as nobody has polled a national election where so much of the vote was cast before Election Day or imagined an aftermath that could take weeks or longer to sort out.

7

Trump is underperforming his predecessors. But there’s plenty of time for the race to shift.

How Trump’s approval ratings

compare with recent presidents

Carter

Reagan

H.W. Bush

80%

60

40

Trump

Trump

Trump

20

0

1500

0

1500

0

1500

Days since inauguration

Clinton

G.W. Bush

Obama

80%

60

40

Trump

Trump

Trump

20

0

1500

0

1500

0

1500

Days since inauguration

Sources: Various pollsters, NYT Upshot,

RealClearPolitics, FiveThirtyEight

How Trump’s approval ratings compare

with recent presidents

Jimmy

Carter

Ronald

Reagan

George

H.W. Bush

80%

60

40

Trump

Trump

Trump

20

0

1500

0

1500

0

1500

Days since inauguration

Bill

Clinton

George

W. Bush

Barack

Obama

80%

60

40

Trump

Trump

Trump

20

0

1500

0

1500

0

1500

Days since inauguration

Sources: Various pollsters, NYT Upshot, RealClearPolitics,

FiveThirtyEight

How Trump’s approval ratings compare with recent presidents

Jimmy Carter

Ronald Reagan

George H.W. Bush

80%

60

40

Trump

Trump

Trump

20

0

1500

0

1500

0

1500

Days since inauguration

Bill Clinton

George W. Bush

Barack Obama

80%

60

40

Trump

Trump

Trump

20

0

1500

0

1500

0

1500

Days since inauguration

Sources: Various pollsters, NYT Upshot, RealClearPolitics, FiveThirtyEight

For most of the past three years, the president’s approval rating has hovered in the low-40 percent range. But Trump won with weak numbers before. At this time in 2016, fewer than 40 percent of voters viewed him favorably. Today, he enjoys the irreducible support of 4 in every 10 voters. Biden is personally much more popular than Hillary Clinton was; Trump is having trouble winning over voters who disapprove of him personally.

National polling average on

previous presidential elections

2000

2004

2008

60%

Bush

Bush

50

Obama

45

Kerry

40

McCain

Gore

35

150

Days until election

0

150

0

150

0

2012

2016

2020

60%

Biden

Obama

50

Clinton

45

Romney

40

Trump

Trump

35

150

Days until election

0

150

0

150

0

Sources: Various pollsters, FiveThirtyEight,

RealClearPolitics

National polling average on

previous presidential elections

2000

2004

2008

60%

Bush

Bush

50

Obama

45

Kerry

40

McCain

Gore

35

150

Days until election

0

150

0

150

0

2012

2016

2020

60%

Biden

50

Obama

Clinton

45

Romney

40

Trump

Trump

35

150

Days until election

0

150

0

150

0

Sources: Various pollsters, FiveThirtyEight, RealClearPolitics

National polling average on previous presidential elections

2000

2004

2008

60%

Bush

50

Obama

Bush

45

Kerry

40

McCain

Gore

35

150

0

150

0

150

0

Days until election

2012

2016

2020

60%

Biden

50

Obama

Clinton

45

Romney

40

Trump

Trump

35

150

0

150

0

150

0

Days until election

Sources: Various pollsters, FiveThirtyEight, RealClearPolitics

The basic math is simple: Voters don’t like how Trump is handling the coronavirus pandemic; they dislike how he deals with racial issues; and his popularity on economic issues isn’t yet translating into enough votes to win. But presidential contests have shifted dramatically after Labor Day over the past generation. What looks certain on Aug. 1 is often long forgotten by Oct. 1. And none would argue, after the past few elections, that polls are perfect.

Everything about 2020 has been unimaginable so far. Why would we expect that to change now?

Watch Opinions videos:

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Michael Gerson: It’s obscene to focus on how violence affects the vote. But it is our reality.

David Byler: The DNC is over. Here’s how to read the post-convention data.

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