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Lilly Predicts // The daily brief

Saturday, October 31

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3 days to November 3

Today's story

the handicappers

Cook Political Report shifts predictions in CD 7, CD 9 in Democrats direction

Florida Politics reported it. Handicappers rate races on reporting and judgment, not polls, so a move like this can come before the polls show it. Read it at Florida Politics ▸

Democrats are 69 in 100 for the Senate, 92 for the House and 70 for the governors; nothing moved more than a point since yesterday. No race moved more than a point or two. 4 new polls came in. The closest race in the country is Wisconsin's 3rd district, Orden 50 in 100. 3 days to November 3.

SenateDemocrats favored

69 in 100

Steady since yesterday

No race here moved two points or more.

HouseDemocrats favored

92 in 100

Steady since yesterday

No race here moved two points or more.

GovernorsDemocrats favored

70 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

14 races inside 55 to 45 · The page ▸

Polls

4 new since the day before · deciding races first

Texas SenateDecidingData for Progress (C+) · 712 likely voters

D+4

Michigan SenateDecidingData for Progress (C+) · 622 likely voters

D+4

The Texas governor's raceData for Progress (C+) · 712 likely voters

R+1

The Michigan governor's raceData for Progress (C+) · 622 likely voters

D+9

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 Friday:

▲

Cook Political Report moves the Arizona governor's race from Lean D to Likely D.

Oct 30
▲

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

Oct 30
▲

Cook Political Report moves 12 House races, all toward Democrats.Lean R to Tossup: CO-05, PA-01, SC-01 · Likely R to Lean R: FL-07, FL-09, IN-05 · Solid R to Likely R: NC-05, NC-09, NJ-02, WA-05 · Tossup to Lean D: OH-09, PA-08

Oct 30
▲

Cook Political Report moves the Florida Senate race from Solid R to Likely R.

Oct 30
▲

Cook Political Report moves the Nebraska Senate race from Likely R to Lean R.

Oct 30
▲

Sabato's Crystal Ball moves the Louisiana Senate race from Safe R to Likely R.

Oct 30
▲

Sabato's Crystal Ball moves the Minnesota Senate race from Lean D to Likely D.

Oct 30

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 +8.3 points

Steady since yesterday

Last 30 days: steady

Trump approvalUnderwater

37 approve / 60 disapprove

Net −23

Last 30 days: net up 1

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 71
Lilly_PredictsD 69

House

KalshiD 94
Lilly_PredictsD 92

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 / 15219 / 18 / 19520 / 3 / 13
Sabato's Crystal Ball15 / 5 / 15222 / 17 / 19320 / 2 / 14
Inside Elections16 / 4 / 15221 / 13 / 19821 / 1 / 14
Silver Bulletin20 / 0 / 15235 / 10 / 19021 / 1 / 14
Lilly_Predicts17 / 3 / 15230 / 10 / 19520 / 2 / 14
Chance of control
Silver BulletinD 79D 95D 87
Lilly_PredictsD 69D 92D 70

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

Al Jazeera

After the ‘martyr’s’ funeral: The families left behind by Yemen’s war

Al Jazeera reported it at 1:48 am 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$4.27▼ 2¢ · wk
Diesel$6.35▲ 8¢ · wk
Oil, WTI$103.37▼ 1.8% · Oct 27
Fed funds3.88%↔ flat · Oct 29
30yr mortgage7.24%▼ 0.08 · wk
10yr Treasury4.98%▼ 0.07 · Oct 29
Sentiment48.1▼ 3.6 · Sep
Unemployment4.2%▲ 0.1 · Sep
S&P 5007,744▲ 0.3% · Oct 28
Dow51,770▼ 1.1% · Oct 30

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.

Who is voting

Early ballots · counts who voted, not how · UF Election Lab · Every state ▸

Where the energy is

Biggest swing

Kansas

+10

point swing toward Democrats

Against all of 2022's early vote, so early weeks can overstate it

Independents

North Carolina

+5

point jump in independents

More people voting

North Carolina

+34%

more early votes than the same day in 2022

LILLY SAYS: Each state below shows how many people have already voted early, which party they registered with (not how they voted), and how that stacks up against 2022, the last midterm. Democrats vote early and Republicans wait for Election Day, so a blue lead is the weather, not the forecast. The tell is the swing since 2022, and the independents, because they decide most of these races.

Races to watch // Senate

Iowa

+6point swing toward Republicans

+3point jump in independents

As of October 30

House race to watch: IA-02

Democrats35.9%
Republicans19.3%
Independents13.3%

407,374 early votes so far, already 119% of all of 2022's early votes.

Who: Democrats 47%, Republicans 34%, independents 19%.

More Republicans are registered, yet 36 in every 100 Democrats have voted, against 19 in every 100 Republicans.

End of early voting in 2022: Democrats by 19, independents 16%. Now: Democrats by 13, independents 19%. Early weeks lean toward whoever mails first, so this can overstate the swing. 2022 source

Kansas

+10point swing toward Democrats

+2point jump in independents

As of October 30

Democrats30.4%
Republicans17.9%
Independents9.2%

375,937 early votes so far, already 103% of all of 2022's early votes.

Who: Democrats 42%, Republicans 43%, independents 15%.

About one and a half times as many Republicans are registered, yet 30 in every 100 Democrats have voted, against 18 in every 100 Republicans.

End of early voting in 2022: Republicans by 10, independents 13%. Now: even, independents 15%. Early weeks lean toward whoever mails first, so this can overstate the swing. 2022 source

Maine

No real change since 2022

+4point jump in independents

As of October 30 · registration from March 7

Democrats44.4%
Republicans24.1%
Independents27.3%

288,672 early votes so far, already 130% of all of 2022's early votes.

Who: Democrats 47%, Republicans 23%, independents 30%.

About as many Democrats as Republicans are registered, so turnout is the gap: 44 in every 100 Democrats have voted, against 24 in every 100 Republicans.

End of early voting in 2022: Democrats by 25, independents 26%. Now: Democrats by 24, independents 30%. Early weeks lean toward whoever mails first, so this can overstate the swing. 2022 source

North Carolina

+7point swing toward Democrats

+5point jump in independents

As of October 29

House race to watch: NC-01

Democrats39.6%
Republicans25.9%
Independents25.6%

2,353,234 early votes so far: 34% more than on the same day in 2022.

Who: Democrats 39%, Republicans 26%, independents 35%.

About as many Democrats as Republicans are registered, so turnout is the gap: 40 in every 100 Democrats have voted, against 26 in every 100 Republicans.

Same day in 2022: Democrats by 7, independents 30%. Now: Democrats by 14, independents 35%. 2022 source

LILLY SAYS: The other eight don't sort voters by party, or haven't published it yet, so I can tell you how many have voted but not who.

Alaska

77,749

231% of 2022's early vote

Georgia

2,810,170

111% of 2022's early vote

Michigan

1,858,731

122% of 2022's early vote

House races to watch: MI-04, MI-07, MI-10

Minnesota

728,961

124% of 2022's early vote

New Hampshire

Not yet

No early count published

Ohio

1,485,900

107% of 2022's early vote

House race to watch: OH-07

South Carolina

876,288

142% of 2022's early vote

House race to watch: SC-01

Texas

6,871,574

125% of 2022's early vote

House races to watch: TX-15, TX-35

The House races and every other state ▸

An early vote is one person who has already voted, by mail or in person. Bars: the share of each party's own registered voters who have voted. 2022: North Carolina on the same day, the others at the end of early voting (UF Election Lab), so a rough guide.

LILLY SAYS: Light is the energy. Each state against its own 2022, so states that vote by mail don't look hot just for that. Bright white is already past half of last time's early vote with 3 days to go. Point at a state for who those voters are, and tap North Carolina, Pennsylvania or South Carolina for the exact pace against the same day in 2022.

  • Connecticut added early in person voting after 2022, so it runs hot partly by rule.
  • Kentucky opens early in person voting only in the last days, so it looks cold until then.
  • Michigan added early in person voting after 2022, so it runs hot partly by rule.
  • Oklahoma opens early in person voting only in the last days, so it looks cold until then.
  • South Carolina's count here is in person only, while its 2022 total includes mail, so its shade understates it.

Hottest: Alaska 231%, Mississippi 153%, Virginia 151%. Coolest: Utah 76%, DC 78%, Vermont 78%. Older counts: Mississippi.

LILLY SAYS: Who has voted early says who is motivated, not who will win. Democrats vote early and Republicans vote on the day, so a blue lead this early is the weather.

MonNH: Mail absentee request due noon, the day before the election (date calculated); in person request and return by 5 p.m. Qualifying voters only. sos.nh.gov
MonVT: Absentee requests due 5 p.m. or clerk closing, the day before the election (date calculated). General ballots are mailed to all qualified voters. sos.vermont.gov
TueBLS Job Openings and Labor Turnover, September 2026, 10 a.m. Eastern. This is not the monthly jobs report. bls.gov
TueElection day usa.gov

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

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Previous editions

88 days

October 31Cook Political Report shifts predictions in CD 7, CD 9 in Democrats direction