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Lilly Predicts // The daily brief

Sunday, October 25

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9 days to November 3

Today's story

Lilly Predicts

Stelson

Democrat

Perry

Republican

Pennsylvania's 10th district is a coin flip again: Perry (R) 52 in 100

Stelson

Democrat

Perry

Republican

A new New York Times/Siena University poll of 404 likely voters had the race even. Perry (R) is now favored, 52 in 100, up from 41.

Stelson 48In 10052 Perry

The tick is the day before, 59 to 41

PA-10·PA-01·MI-10

This morning's top story

2 new polls and the board holds: Democrats 63 in 100 for the Senate, 91 for the House and 66 for the governors

SenateDemocrats favored

63 in 100

Steady since yesterday

No race here moved two points or more.

HouseDemocrats favored

91 in 100

Steady since yesterday

Pennsylvania's 10th: 11 toward Perry, Perry 41 → 52. Why: a new The New York Times poll, even.

GovernorsDemocrats favored

66 in 100

Steady since yesterday

No race here moved two points or more.

LILLY SAYS: In 100 means out of a hundred elections like this one. Sixty three is a lean, not a lock; a coin flip is anything near fifty.

Too close to call

13 races inside 55 to 45 · The page ▸

Polls

8 new since the day before · 6 shown · deciding races first

Pennsylvania's 8th districtDecidingThe New York Times/Siena University (A) · 402 likely voters

D+4

Pennsylvania's 10th districtDecidingThe New York Times/Siena University (A) · 404 likely voters

Even

Pennsylvania's 7th districtThe New York Times/Siena University (A) · 401 likely voters

D+5

Pennsylvania's 1st districtThe New York Times/Siena University (A) · 400 likely voters

D+2

South Dakota SenateMason-Dixon Polling & Research, Inc. (A-) · 500 likely voters

R+19

The California governor's raceMcLaughlin & Associates (B/C) · 800 likely voters

D+16

LILLY SAYS: A poll is one snapshot by one pollster. The model weighs each by its track record and its age, so one headline poll rarely moves a race much.

The Big Four today

Rating changes and the raters' own headlines

No new rating changes today. The last moves, from Saturday:

▲

Cook Political Report moves the Ohio governor's race from Tossup to Lean D.

Oct 24

LILLY SAYS: Cook, Sabato and Inside Elections rate races by reporting and judgment, not a model. When they move a race, it usually means they heard something before the polls showed it.

The mood of the nation

It lifts or sinks every race at once
Generic ballotDemocrats ahead

D +8.4 points

Steady since yesterday

Last 30 days: steady

Trump approvalUnderwater

36 approve / 61 disapprove

Net −24

Last 30 days: steady

LILLY SAYS: The generic ballot is the one question that lifts or sinks every race at once. Approval is shown because people ask; it is not in the model.

The betting markets

A check, never the lead

Senate

KalshiD 64
Lilly_PredictsD 63

House

KalshiD 90
Lilly_PredictsD 91

LILLY SAYS: Money tells you who has help coming. The model never looks at it, so when the money and the odds disagree, that is worth a second look.

The Big Four, race by race ▾

The Big Four

What the professionals say, beside Lilly Predicts
SenateHouseGovernors
D / toss up / RD / toss up / RD / toss up / R
Cook Political Report13 / 7 / 15217 / 17 / 19819 / 3 / 14
Sabato's Crystal Ball15 / 5 / 15220 / 12 / 20020 / 2 / 14
Inside Elections14 / 4 / 17209 / 18 / 20517 / 4 / 15
Silver Bulletin19 / 1 / 15235 / 10 / 19021 / 1 / 14
Lilly_Predicts17 / 1 / 17230 / 10 / 19520 / 1 / 15
Chance of control
Silver BulletinD 76D 95D 84
Lilly_PredictsD 63D 91D 66

Every row counts the races on the ballot: leaning Democratic / toss up / leaning Republican. The raters judge each race; for the two models, a toss up is a race where neither side is above 55 in 100, the coin flip line used across this site (Silver's House split is his own rating map). Below the gold line, the two models' chance in 100 that the favored party wins control of the chamber.

The world's top story

Bloomberg Markets

US Equity Futures Climb as Crude Oil Price Dips: Markets Wrap

Bloomberg Markets reported it at 6:09 pm Eastern. Read it ▸

LILLY SAYS: The world's news is here because it is what people are talking about, not because the model reads it. It does not.

The economy

Gold means an unusual move
Gas$4.28▼ 5¢ · wk
Diesel$6.28▲ 10¢ · wk
Oil, WTI$109.72▲ 5.2% · Oct 23
Fed funds3.88%↔ flat · Oct 25
30yr mortgage7.32%▼ 0.08 · wk
10yr Treasury5.00%▲ 0.04 · Oct 23
Sentiment48.1▼ 3.6 · Sep
Unemployment4.2%▲ 0.1 · Sep
S&P 5007,624▼ 0.5% · Oct 23
Dow52,215▼ 1.2% · Oct 23

LILLY SAYS: Gas, groceries and rates are what most people mean when they say the economy. These are the official numbers, with the week's change.

Nothing listed for the seven days ahead.

LILLY SAYS: Deadlines and debates that can still change a race. Most of the country is already voting.

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Previous editions

86 days

October 25Pennsylvania's 10th district is a coin flip again: Perry (R) 52 in 100