As we approach the votes in Indiana and North Carolina tomorrow, here's a look at where the two races stand:
North Carolina:
ARG:
5/2-5/4: Obama 50%, Clinton 42%, Undecided 4%
4/30-5/1: Obama 52%, Clinton 41%, Undecided 5%
4/26-4/27: Obama 52%, Clinton 42%, Undecided 4%
4/14-4/15: Obama 52%, Clinton 41%, Undecided 5%
InsiderAdvantage:
5/4: Obama 48%, Clinton 45%, Undecided 7%
5/1: Obama 49%, Clinton 44%, Undecided 7%
4/29: Obama 42%, Clinton 44%, Undecided 14%
4/14: Obama 51%, Clinton 36%, Undecided 13%
Mason-Dixon:
4/28-4/29: Obama 49%, Clinton 42%, Undecided 9%
PPP (D):
5/3-5/4: Obama 53%, Clinton 43%, Undecided 7%
4/26-4/27: Obama 51%, Clinton 39%, Undecided 10%
4/19-4/20: Obama 57%, Clinton 32%, Undecided 11%
4/12-4/13: Obama 54%, Clinton 34%, Undecided 13%
4/5-4/6: Obama 54%, Clinton 33%, Undecided 13%
Rasmussen:
5/1: Obama 49%, Clinton 40%, Undecided 11%
4/28: Obama 51%, Clinton 37%, Undecided 12%
4/3: Obama 56%, Clinton 33%, Undecided 11%
Research 2000:
4/29-4/30: Obama 51%, Clinton 44%, Undecided 3%
SurveyUSA:
5/2-5/4: Obama 50%, Clinton 45%, Undecided 2%
4/26-4/28: Obama 49%, Clinton 44%, Undecided 3%
4/19-4/21: Obama 50%, Clinton 41%, Undecided 5%
4/5-4/7: Obama 49%, Clinton 39%, Undecided 5%
Times/Bloomberg:
4/10-4/14: Obama 47%, Clinton 34%, Undecided 17%
Zogby:
5/3-5/4: Obama 48%, Clinton 40%, Undecided 8%
4/30-5/1: Obama 50%, Clinton 34%, Undecided 8%
Several of the polls show Hillary closing the gap somewhat, but Obama still has a substantial lead in most polls ranging from 7-10 points. Obama will probably win North Carolina, but the question is by how much, and that depends on which way undecideds break. My guess is that Obama will still win, but it won't be the blowout that he was looking to have a few weeks ago. What happens after tomorrow will hinge on the outcome of Indiana's vote.
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Indiana:
ARG:
5/2-5/4: Clinton 53%, Obama 45%, Undecided 2%
4/30-5/1: Clinton 53%, Obama 44%, Undecided 3%
4/23-4/24: Clinton 50%, Obama 45%, Undecided 5%
4/2-4/3: Clinton 53%, Obama 44%, Undecided 2%
Downs Center:
4/28-4/30: Clinton 52%, Obama 45%, Undecided 3%
4/14-4/16: Clinton 45%, Obama 50%, Undecided 5%
Howey-Gauge:
4/23-4/24: Clinton 45%, Obama 47%, Undecided 8%
InsiderAdvantage:
5/4: Clinton 48%, Obama 44%, Undecided 8%
4/30-5/1: Clinton 47%, Obama 40%, Undecided 13%
PPP (D):
5/3-5/4: Clinton 51%, Obama 46%, Undecided 3%
4/26-4/27: Clinton 50%, Obama 42%, Undecided 8%
Rasmussen:
4/29: Clinton 46%, Obama 41%, Undecided 13%
Research 2000:
4/23-4/24: Clinton 47%, Obama 48%, Undecided 5%
Seltzer-Star-WTHR:
4/20-4/23: Clinton 38%, Obama 41%, Undecided 21%
Suffolk:
4/23-4/24: Clinton 49%, Obama 43%, Undecided 6%
SurveyUSA:
5/2-5/4: Clinton 54%, Obama 42%, Undecided 1%
4/25-4/27: Clinton 52%, Obama 43%, Undecided 2%
4/11-4/13: Clinton 55%, Obama 39%, Undecided 3%
TeleResearch:
4/25-4/29: Clinton 48%, Obama 38%, Undecided 14%
Times/Bloomberg:
4/10-4/14: Clinton 35%, Obama 40%, Undecided 19%
Zogby:
5/3-5/4: Clinton 42%, Obama 44%, Undecided 8%
4/30-5/1: Clinton 42%, Obama 42%, Undecided 9%
Barring a few older polls that date prior to the latest Jeremiah Wright kerfuffle, the polls pretty much consistently show Hillary with a lead in Indiana, ranging from 5-8 points. SurveyUSA shows a more substantial 12-point lead, and they've been pretty generally reliable during this election cycle thus far, so it's possible that her lead may be bigger here. The polls don't show a consistent trend in favor of one candidate, but a few of the polls seem to indicate that independents may be breaking for Obama. It looks like Hillary will win by a substantial margin of 5 points or more unless independents do break for Obama, which might narrow his margin of loss somewhat.
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Hillary may use a victory in Indiana as an excuse to keep her campaign going, but my guess is that over the next week, more superdelegates will begin to endorse Obama. And after tomorrow, there are only 217 pledged delegates remaining to be allocated in six contests: West Virginia a week from tomorrow, Kentucky and Oregon a week later on 5/20, Puerto Rico on 6/1, and Montana and South Dakota on 6/3. None of these races have a whole lot of polling yet, but the early numbers suggest that West Virginia will be a blowout for Hillary, so she probably won't feel any pressure to drop out if she hasn't already done so. However, even if she took 2/3 of the state's delegates, she would only cut into Obama's lead by about 10 delegates. Kentucky, which votes a week later, also looks to be a blowout for Clinton, but Obama is currently leading in Oregon, and if he can get a substantial win there, he can negate whatever gains Hillary makes in Kentucky and maintain the margin of his lead.
At that point, Hillary would probably need to sweep the remaining pledged delegates to erase Obama's lead, which obviously won't happen. Hillary will probably do well in Puerto Rico, but Obama may perform well enough to minimize her gains here. And if Montana and South Dakota break the way that the rest of the region has, Obama will win big in both states. If Obama performs better than I'm expecting him to tomorrow, the race could end pretty quickly. But even if he doesn't, I doubt that it will go much further than 5/20 - by then, the math will be too strong for superdelegates to ignore. A deal may have been reached by this time to seat Michigan and Florida's delegates - if so, this would cut into Obama's lead but not eliminate it altogether. And that would leave Hillary with no argument to fall back on in trying to woo superdelegates.
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