http://predictwise.com/Hillary 66%, Trump 34%David's Musings
TUESDAY, MAY 24, 2016 | 9:23AM
Polling: Clinton is up 43.6 to 42.0 on Pollster and Trump is up 43.4 to 43.2 on Real Clear. Markets: Clinton is 66%. How do these match?
1) Trump has already benefited from the end of the Republican primary. Prior to the end of the primary strategic or upset party voters will state they will not vote for the other possible nominees. That is helpful to their candidate! (i.e., Cruz supporters may say they will vote for Cruz v. Clinton, but not vote or vote for Clinton v. Trump.) Expect a similar bounce for Clinton when Sanders drops out of the race.
2) Recent polling in the states still has Clinton with a strong lead in many key states. Starting with the 2012 map, Clinton just needs to hold VA, OH, or FL. Pollster averages have her up by 12 pp in VA, 3 pp in OH, and 2 pp in FL. Real Clear has her up 13 pp in VA, 1.4 pp in OH, 2 pp in FL.
3) Markets consider fundamentals. While income growth has been slow, Obama’s Approval numbers are strong. This tends to have some predictive power, in addition to polls, at this early point.
4) Markets consider idiosyncratic data. Clinton has more money in the bank and will likely out raise Trump by a lot. She will have a more unified GOTV game. And, she is extremely vetted. Trump, while in the public spotlight has not been vetted as closely (no one has).