With just over three weeks to go until US election day, Joe Biden has a significant polling advantage over Donald Trump, pointing to a potential blowout victory for the Democratic presidential challenger on November 3.

But few Democrats or election pundits are willing to predict a win for Mr Biden, having been stung by his rival’s unexpected victory over Hillary Clinton in 2016. They warn that even small changes in voter turnout, or an unexpected plot twist in an already tumultuous year, could tip the scales back in Mr Trump’s favour.

A flurry of polls conducted since the first acrimonious presidential debate and Mr Trump’s hospitalisation for coronavirus show that Mr Biden’s lead has widened at a time when millions of Americans have already voted or plan to do so before election day, either by mail or in person.

“If I was advising Biden, I certainly would not be measuring for drapes yet,” said Mo Elleithee, executive director of Georgetown University’s Institute of Politics and Public Service and a former spokesman for the Democratic National Committee. “[This year] is so volatile. Who knows? I would expect there would be several more ‘October surprises’.”

Based on its current projections, Priorities USA, the pro-Biden super political action committee, classifies 319 Electoral College votes as either “Democrat” or “lean Democrat”, compared with 188 “Republican” or “lean Republican”. A presidential candidate needs 270 Electoral College votes to win the White House.

Line chart showing how Trump and Biden are doing in the US national polls

But Guy Cecil, the PAC’s chairman, struck a cautious tone during a briefing on Friday, telling reporters: “While we have seen some improvement in the overall numbers over the course of the last month, we continue to have a structurally stable and relatively close race.”

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“Relatively small changes” could still make a difference in the Electoral College outcome, he added.

Several national polls have recently shown Mr Biden, the former vice-president, ahead by double digits, while an Financial Times analysis of RealClearPolitics data puts his lead at nine points. In several battleground states that hold the key to winning the Electoral College, he is also in the lead, albeit by a smaller margin.

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An FT analysis of recent state polls gives Mr Biden an almost seven-point advantage in both Michigan and Pennsylvania, and a six-point edge in Wisconsin — three Midwestern states that were crucial in Mr Trump’s come-from-behind victory in 2016.

Larry Sabato, director of the University of Virginia’s Center for Politics, said that the intensely polarised nature of US politics meant it was “hard to imagine” a Biden landslide akin to 1984, when Republican Ronald Reagan carried 49 out of 50 states and 60 per cent of the popular vote.

But he added that the president “appears to be doing everything he can to create” such an outcome, pointing to Mr Trump’s decision late last week to pull out of the second presidential debate.

“That was an opportunity for him to move up,” Mr Sabato said. “He is the one who is behind. Even his own people privately admit he is behind, and not by a little bit. They are very worried about it.” 

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Chart showing registered US voters by party affiliation in key states (million)

Frank Luntz, a veteran Republican pollster, said he did not understand Mr Trump’s demand for the two remaining debates to be held closer to polling day given how many Americans are planning to vote early.

“Donald Trump is too far behind to close the gap if he doesn’t do two debates,” he said. “There is no low-hanging fruit any more. There is no one who has not made at least an initial decision of who they lean towards. The longer that he goes, the more difficult it becomes. In fact, the more impossible it becomes.”

Amid concerns about the health risks of voting in person on election day during the pandemic, at least 9.1m Americans have already voted, according to the US Elections Project, a database compiled by Michael McDonald, a professor at the University of Florida.

Bar chart showing mail ballots cast and requested (million)

“You can’t look at the polling and not be worried that it is going to be a difficult month,” said Luke Thompson, a Republican strategist.

But Mr Thompson argued the president still had a path to victory, if the news cycle moved on from his own illness and if the state polls were systematically undercounting Republicans.

The Trump campaign has repeatedly said that polls are not weighted enough to account for the number of Republicans likely to vote. While Democrats maintain an edge on Republicans in terms of the number of registered voters in several key swing states, the GOP has closed the gap in places such as Pennsylvania and Florida.

Chart showing polls in key states

However, the argument does not concern most Democrats, particularly the small number who are willing to say out loud that they expect Mr Biden to win comfortably in November.

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“I think this has the potential to end up, if not a landslide by 1984 proportions, then a big victory, and much bigger than we are used to in the last 20 years,” said Matt Bennett, co-founder of the Democratic think-tank Third Way.

“People are not likely to go and say, I am going to roll the dice and take a chance on this guy who has been president for four years,” he added. “They know what they think about Trump. He is not going to change a lot of minds between now and November 3.”

Via Financial Times