“Trump won the suburbs”

One media source recently declared “Trump won the suburbs”:

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The suburbs have become increasingly diverse and populous. More than half of voters in 2024 were in suburban areas, according to exit polls. They have become swing areas, home to some of the most closely targeted House seats, and a good barometer of who will win the presidential election.

The winner in the suburbs has won 11 of the last 12 presidential elections, dating back to 1980. And this year that was Trump, 51%-47%, according to exit polls.

Vice President Harris was hoping she could turn out women in the suburbs in key swing states to get her across the finish line. But that didn’t happen. Trump, for example, won white suburban women by 7 points, as well as white suburban men — by 27. So there were some split kitchen tables, but not enough to help Harris win.

In multiple swing states, there were significant shifts in Trump’s direction in the suburbs, based on nearly final vote totals. That includes a net swing of almost 60,000 votes in the four counties that make up the Philadelphia suburbs and the two major ones north of Detroit, more than 10,000 in the “WOW” counties around Milwaukee (Waukesha, Ozaukee and Washington) and in the counties touching Fulton County, Ga., where Atlanta is.

This is the strongest declaration I have seen thus far about suburban voters in the 2024 election.

Two graphics in the story add to the text above:

  1. A national map of counties shows many suburban counties shifted toward more raw votes for Trump between 2020 and 2024. Relatively few suburban counties shifted toward Harris.
  2. There is an interactive graphic that shows shifts in suburban counties from 2016 to 2020 to 2024 and some suburban counties did move toward Harris in that span. This graphic shows there is significant variation in voting patterns across suburban counties.

On the whole, one candidate garnered more votes from the suburbs. Did that determine the election? This analysis does not say; it suggests suburban voters contributed to the outcome.

City voters changed more for Trump in 2024 compared to support in suburbs and elsewhere

An analysis of voting data for president by county suggests Trump picked up more support from cities this election compared to changes in suburban voting:

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Let’s start with geography. Urban counties showed a bigger swing toward Trump than suburban and exurban counties, smaller metros, and rural areas. Of course, Harris did best — as did Biden four years earlier — in urban counties, but the 10-point swing toward Trump in urban counties was larger than swings in other places.

A more refined county classification from the American Communities Project, which groups counties based on their demographic, economic, and other factors, confirmed that Trump did better in 2024 than in 2020 in all types of communities, with larger swings in some places than others. Big cities, Hispanic centers, and Native American lands swung most toward Trump in 2024. The reddest communities — aging farmlands, evangelical hubs, and working class country — swung less, as did still-blue college towns and LDS (i.e. Mormon) enclaves, where Trump has repeatedly gotten smaller margins than previous Republican presidential candidates.

Going one step more granular to individual metros, many swung more than 10 points toward Trump in 2024 versus 2020, including New York, Los Angeles, Chicago, San Francisco, and Miami, as well as heavily Hispanic/Latino metros in Texas, California, and the Southwest. Just a handful of metros swung a bit bluer in 2024, mostly in the Mountain West and Pacific Northwest, including Salt Lake City, Tucson, and Colorado Springs. 

Looking across all counties that have reported election data, the geographic pattern of the 2024 vote was less polarized than in 2020 in some ways. Most notably, counties with a higher share of Hispanic residents were more likely to vote for Harris than for Trump, but by smaller margins than for Biden in 2020. Same with higher density counties: there was a very strong correlation between county density and Harris vote share, though not as strong as in 2020. In contrast, the correlation between county education level and Harris vote share strengthened further in 2024. Density and education are themselves highly correlated, with residents of more urban counties more likely to have a college degree than those of more rural counties, but higher-density counties swung toward Trump, while highly educated counties did not.

This is a different kind of analysis than looking at percentages of urban, suburban, and rural voters and who they voted for. This considers which places changed the most between 2020 and 2024.

One question about this is whether the electoral college outcomes changed if one candidate picked up more votes in cities. If the election came down to key states, were these swings in urban areas enough to win the state? Or maybe they did prove consequential in purple states. Looking at these swings in particular places could help address this. In Pennsylvania, did changes in metropolitan Philadelphia and Pittsburgh decide this or in Wisconsin, changes in metropolitan Milwaukee and Madison?

Additionally, it is less clear what this all means for considering suburban voters. The American Communities Project typology includes multiple suburban settings, Urban Burbs, Middle Suburbs, and Exurbs, in addition to suburban areas that might fit into other categories because of unique traits (such as a college town in a suburban county). Just looking at the three with suburbs in their title in one form or another, the 2020 patterns held: exurbs leaned Republican, suburbs near cities leaned Democratic, and middle suburbs leaned Republican. But voters in each three categories moved toward Trump. Was this shift substantive? Did suburban voters decide the 2024 election?

I am sure there is more analysis to come on this subject and I will keep looking for it.

Exit poll data on suburbanites in key states in the 2024 presidential election

NBC reports exit poll results involving people in 10 key states, hinting at how suburbanites voted for president in the 2024 elections:

Based on these results, it looks like the Democratic candidate won large percentages in urban areas, the Republican candidate won a majority in rural areas, and suburban voters went slightly for the winning candidate.

If this pattern roughly held across the United States, it would be similar to patterns from previous presidential election cycles. If a candidate wants to win, they need to appeal to enough suburban voters.

What appealed to suburbanites specifically in 2024? If economic conditions was a top concern of voters, is this what drove suburban voters? The top table above suggests white suburbanites in these 10 states voted for the winning candidate. Were they driven by economic concerns or other issues?

And as attention turns to the next election cycle, how will parties and candidates seek to appeal to suburbanites? In addition to those thinking of presidential office, how will House districts involving suburbs speak to suburban residents?

Suburbanites who like to vote in national elections but not in local ones

Ahead of yesterday’s elections, I read this from the DuPage County Clerk:

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“While it’s too early to make predictions, it appears that DuPage County is on track to have a large turnout for this presidential election. There’s excitement in the air,” Kaczmarek says. “In 2020, the turnout was 76.55% with 491,067 ballots cast – the largest turnout in DuPage history.”

In recent years, DuPage County has had the highest voter turnout in the region in every election.

In other words, voter turnout was high with a presidential election. But this high level of turnout does not carry over to local elections. See posts from 2022, 2019, and 2018.

I can understand why turnout is high during presidential and national races. The rhetoric is persuasive, the stakes are high, and the advertising is plentiful.

But suburbanites like local government and local control. They like seeing their tax dollars at work in the community. They like the access to local leaders. They select communities based on particular amenities that they want to preserve or enhance.

National and state politics do affect what happens in communities. But the huge drop-off between voting for the president voting for the local mayor or council is a bit odd; in day-to-day life, the suburbanite may see experience more affected by local government than by the president. With the federal system the United States has, local government (municipalities, townships, counties, etc.) have significant decision-making and monetary powers. To not participate in local elections at similar rates to national elections is to indicate less concern and interest for the former.

Political ad season has been most intense in Pittsburgh

Political ad season 2024 been the most intense in this city:

Pittsburgh viewers tuning into Monday Night Football this week watched their Steelers beat the New York Giants — and 26 political ads.

That’s just a small slice of the roughly 2,300 political ads the typical Pittsburgh household has seen on television this year, according to AdImpact, more than any other market in the country. 

The nonstop political onslaught for viewers, however, means a windfall for the stations. The local ABC affiliate broadcasting Monday’s game charged as much $150,000 for a single 30-second ad, an astronomical sum for the market.

Pittsburgh is the most extreme example of a phenomenon happening in swing states across the country: Campaigns and their allies are buying so many political ads that local businesses — the personal injury lawyers, car dealers and furniture stores that are usually staples of local news commercial breaks — often can’t reserve any airtime even if they could afford the inflated rates. 

While political ads are likely airing almost everywhere due to local and state races, the presidential race depends on a few select states and big markets within them. Which party can turn out the most voters in the key suburban districts?

It would be interesting to see data after the election about how Pittsburgh area residents responded to these ads. How many people did they convince? What did it cost roughly to pickup each vote? How did these big ad buys perform compared to social media campaigns that can target specific individuals? Money was spent…but how effective was it.

Similarly, how might these ad seasons boost local media organizations? Is this like Christmas season for media where the money that comes in during political ad season covers budgets for a much longer time? If political ad season was reduced in length or in spending, how might these media organizations do with less money?

Update to where suburban voters lean in presidential race

One poll suggests a slight change in voting preferences among the numerous suburban voters in the United States:

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Suburbanites, who make up about half of the U.S. electorate and are as racially diverse as the nation at large, are a key prize. Biden beat Trump in suburban counties by about six percentage points in the 2020 presidential election.

Before Biden dropped out, Trump was leading him 43% to 40% among suburbanites in Reuters/Ipsos polls conducted in June and July, reflecting the Democrat’s struggle to energize supporters.

Harris began closing the gap when she launched her campaign in July and led Trump 47% to 41% among suburban voters in polling across September and October. That represents a nine-point swing in the Democrat’s favor, according to the analysis of six Reuters/Ipsos polls that included responses from over 6,000 registered voters…

Winning the middle – whether nationally or in the election’s key states – won’t necessarily crown the victor. Democrat Hillary Clinton, who got nearly 3 million votes more than Trump nationwide in the 2016 election and beat him in suburban counties by about 1 percentage point, still lost the election when Trump flipped six states that had voted Democratic in 2012.

Several thoughts in response:

  1. This follows patterns from recent election cycles: how suburbanites vote, particularly in key states, is important for the outcome.
  2. Suburban voters are a sizable block of voters as this is where a majority of Americans live. Do all suburbanites vote the same? No, suburbia is increasingly complex with people in suburbia have different experiences and backgrounds.
  3. Related to the previous point, do suburbanites see themselves as a voting bloc? If I were to take the Chicago metropolitan area as an example, voters across the region might not see themselves as similar to others in the region’s suburbs.
  4. Will the presidential candidates appeal more directly to suburban life in the last few months? If the economy is the biggest issue for voters (as the article suggests), is talking about the middle-class direct enough? Trump in 2020 spoke directly about suburbs; will both candidates do this in 2024?

Add political ads to political yard signs in a third season

On Monday, I proposed adding political yard sign season to the Chicago seasons of winter and construction. I want to amend that third season: include political ads with political yard signs.

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Political ads are everywhere this time of year and they are hard to avoid:

-During all TV broadcasts. Whether watching football games or news broadcasts or sitcoms, candidates are all over the screen.06

-Internet and social media ads. I do not see many of these due to using adblockers but the ads are over the place.

-Mailings as candidates flood mailboxes with appeals and glossy photos and policy positions.

-Texts asking you to vote for candidates or support a candidate. How many of these numbers do we need to block?

-On the radio. Perhaps not as pervasive as TV but still there.

And I do not even live in a battleground state where I would guess there are even more ads.

The political ads must work to some degree as millions are spent on them. Who exactly is convinced by them? Do they primarily rile up a base who then votes in larger numbers? At the same time, I remember hearing a talk by a sociologist who interviewed campaign managers who reported that social media ads are preferable because it is easier to measure who responds or engages compares to mass media ads.

Commercials are part of the American way of life. Anywhere you turn, you see brands, logos, and appeals for particular products. Given that landscape where we see thousands of ads, why not throw in politicians and parties and issues as just another brand or product to sell?

Like the political yard signs, the ads will disappear after Election Day. They will be back for the next races as different actors try to position their candidates in front of the public in a truly American way.

Add political yard sign season to winter and construction

A Chicago area joke suggests there are two seasons: winter and construction. I would like to propose a third and occasional season: political yard sign season.

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This season is a regular occurrence even as it does not show up every year, it might be more visible on the 4 year presidential election cycle, and it occasionally occurs during primary voting periods in the spring. On its more regular schedule, by early October numerous lawns and public intersections contain political yard signs. Lawns – usually clear of obstructions – broadcast political messages for those passing by. They range from national offices (president, Senate, House) to very local offices (townships, local forest preserves, etc.). They differ in size – some huge, some small and hard to read – and in color, often tied to the traditional colors of the two major parties with some occasional other colors thrown in.

Most lawns do not have signs. Some property owners have them each political yard sign season, others are more occasional participants. The corners of major intersections can be little battlegrounds as people place signs for different candidates and different races.

What difference does political yard sign season make? I do not know. Do those going by at suburban driving speeds (1) have time to read the signs and (2) ever change their preferences or voting patterns? Is it more about political mobilization among residents where signs are symbols of their fervor? For the stories and images I see of signs stolen or removed, do these actions change anything?

Soon political yard sign season will pass. Election Day comes and the signs disappear rapidly. Some might hang on for a while longer, braving the cold and snow of winter. Almost none will be around for the coming of the next construction season. For a short period, political yard sign season blooms and we all experience it.

Do presidential elections affect the housing market?

With the upcoming November elections, some in the housing market are waiting to see what happens:

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Fall is traditionally a slower time for home sales, but this year, buyers seem extra wary. Uncertainty over the presidential election, questions over the direction of the U.S. economy, and confusion about new rules for home-buying brought on by the National Association of Realtors legal settlement have some buyers hitting the brakes on what could potentially be the biggest purchase they will ever make. Not to mention the possibility of a Federal Reserve interest-rate cut on the horizon.

Is the lack of activity really about the elections? A few other data points:

Goshorn explained that he often hears people say they “just want to see how the election goes” and are reluctant because they “don’t know what’s going to happen.” But he noted that evidence points to election cycles having little effect on the housing market. “Clearly, the numbers don’t lie: Nine out of 11 election cycles, existing-home sales have gone up. Seven out of 8 times, median home prices have gone up,” he said.

Some buyers say they’ll only buy a home “if their candidate wins,” Matthew Purdy, a Colorado-based real-estate agent, said in a Redfin blog post. “Others are waiting because they feel the economy and housing market are shaky, and hope it will improve after the election.”

Though presidents have little direct control over home prices, housing affordability is the issue that will influence younger voters’ candidate choice the most in the 2024 presidential election, according to a recent survey

Research is mixed on whether consumers actually pull back on spending money on big-ticket items in the leadup to a presidential election…

Even though some buyers have expressed hesitation to purchase homes due to the political climate, the data doesn’t back up the anecdotes, a study by housing consultancy group John Burns Research & Consulting found.

It sounds like there is little effect when considering historical patterns and studies.

But it is an interesting talking point amid other pressures in the housing market. Lots of people might want market conditions to be different. And there is a chance for candidates to respond to the concerns people have.

I know this is too much to ask but what if there was an upcoming debate or set of back and forths between the candidates regarding housing. The article briefly mentions that the candidates have made some statement about improvements for the housing market. Can we get more details and go beyond soundbites that attempt to appeal to parts of the electorate? How much do their plans differ? Where do they see room for improvement or have a vision for sustainable change? Because housing and where people can live is so important for so many other outcomes, a focused discussion or debate about housing could touch on all sorts of important topics.

One presidential candidate: “We should be doing everything we can to make it more affordable to buy a home, not less”

With high housing prices in the United States (see concerns about rents set by algorithm, record rents in New York City, etc.), one presidential candidate has said more about how they might address the issue. From a campaign ad for Kamala Harris:

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We should be doing everything we can to make it more affordable to buy a home, not less.

I imagine at least a few listeners would find this appealing. Paying a mortgage or rent is often the biggest expense among households. Price in many places, particularly after the last few years, leave many feeling they cannot live where they want and/or financially uncertain.

The broad appeal to homeownership is one that political leaders in the United States have made for at least a century. See earlier quotes from Herbert Hoover, George W. Bush, and Barack Obama. Given how much Americans like single-family homes, why shouldn’t every politician consider promoting this?

The details are harder to work out and put into practice. In this particular campaign ad, Harris mentions fighting banks after the foreclosure crisis, addressing the issue of corporate landlords, and constructing 3 million new housing units. I am sure there are a host of opinions about whether these are the best options or doable options or enough options.

Could housing end up being one of the major policy issues of the 2024 elections? There is still time as the campaigns look for winning messages.