On Friday I reported that ReachTEL was at 50-50; and today it's the Fairfax-Ipsos poll which is at 50-50. The best Fairfax reporting on this poll can be found in the Fin Review.
So, it is time to update the aggregation. Today's Ipsos poll shifts the estimated national two-party-preferred vote share for the Coalition to 50.2 per cent.
As usual, please note that these models embody a number of assumptions and methodological issues which need to be considered when interpreting the model output. For more information look here.
Turning to the primary vote data.
It is worth noting that the 2013 election saw an unusually low preference flow from other parties to the Coalition. If preference flows at the next election are more like the 2010 election, then the pollsters still have the Coalition well ahead in TPP terms.
Interestingly, on the attitudinal polling, there is a change from the consistent pollster treatment of then Prime Minister Abbott. Ipsos is more benign to Turnbull on the attitudinal polling in comparison with the other pollsters.
Which affects the aggregation of the attitudinal polling.
Sunday, April 17, 2016
Friday, April 15, 2016
ReachTEL at 50-50
The latest ReachTEL has landed with a headline estimate of 50-50 for the two part preferred vote share. Plugging these numbers into my usual aggregation (which assumes that collectively the house effects on average cancel each other out) yields an estimated two-party preferred vote share for the Coalition of 50.5 per cent.
The primary vote aggregation (on the same basis) shows a decline in the Coalition vote and an increase in Labor's vote.The Green vote appears to be sliding while the "other" vote improves (possibly on the back of pollsters now asking explicit questions on team Xenophon).
The attitudinal polling shows a recent decline for Turnbull and an improvement for Shorten. We will start with the raw results before moving to the aggregated results.
Methodological notes on the Bayesian aggregation can be found here.
The primary vote aggregation (on the same basis) shows a decline in the Coalition vote and an increase in Labor's vote.The Green vote appears to be sliding while the "other" vote improves (possibly on the back of pollsters now asking explicit questions on team Xenophon).
The attitudinal polling shows a recent decline for Turnbull and an improvement for Shorten. We will start with the raw results before moving to the aggregated results.
Methodological notes on the Bayesian aggregation can be found here.
Could an election be called next week?
Could an election be called next week? It is possible but may not be probable. It will depend on whether the Senate suspends itself and the response of the Government to that suspension.
But these stalling tactics would come with political costs in the form of reputational damage to Labor. With Labor looking remarkably good for a first term opposition, my guess is that they would not want to risk that reputation on suspending the Senate. Indeed, Labor may be willing to quickly reject the ABCC legislation for a second time so that it does not attract much media attention.
At this point, my guess is that a suspension of the Senate is unlikely.
In this scenario, and faced with this level of determination from the non-government parties, the Prime Minister might concede their tactical advantage. He would acknowledge that the non-government parties can use parliamentary tactics to prevent a double dissolution on 2 July, and he would get on with the business of delivering government until a normal election in the second half of 2016.
I think this scenario unlikely. It would see an enormous tactical loss to the Prime Minister.
He would then move to the next step of his plan: ensuring there is fiscal supply from 1 July 2016. Without supply (ie budget legislation that givers the government money to pay its bills), much of the business of government would stop. Without the guarantee of supply, the Governor General is unlikely to grant a double dissolution.
The weakness with this option is obvious. What the Senate has done once, it might be willing to do again. The option offers no more certainty of a double dissolution election on 2 July. And it leaves open the possibility of a huge loss of face for the Prime Minister.
Like the previous option the Prime Minister could bank a double dissolution trigger. But also like the previous option, it offers no certainty of a double dissolution election on 2 July. It also comes with the same reputational risks for the Prime Minister.
One option would be to go for an early double dissolution election - some time in May 2016 - with the aim of having the new Parliament sitting in the last week of June to pass a supply Budget.
There are downsides. First, the Senate election would not benefit from the Senate reforms agreed to by the Parliament in its autumn sittings. The Senate election would be subject to the preference whisperers, and hitherto unheard of minor parties are likely to be elected with half a percentage point of primary vote support. Second, if the Senate's duration would be reckoned from 1 July 2015, and a fresh half-Senate election would be needed within two years, and a year before the next House of Representatives election.
There is also an issue of timing. For a Saturday election, the parliament must be dissolved and writs issued no later than the Tuesday 33 days prior. This means (for example) if the Senate suspended itself on Monday 18 April, the double dissolution election could be held on Saturday 21 May. However, if the suspension does not occur until (say) Wednesday 20 April, the earliest an election could be called in Saturday 28 May.
The related timing issue is the duration of the Senate count. Typically the Senate count can be completed in under four weeks (for smaller states it can take less than three weeks from the election). This would (just) allow the Senate to sit in the last week of June and pass supply. However, when there is a recount as happened in the recent 2013 WA Senate election, the final declared result was not known for 58 days (almost 2 months). This result was subsequently overturned in the courts and a fresh WA Senate election was held.
The potential duration of the Senate count might make this option unpalatable. It might even give the Governor General reason to pause in his consideration of the Prime Minister's request for a double dissolution. But ultimately, given most counts can be completed quickly, and this should not be too much of a deterrent.
Such an election would be seen as a second best option. It would put the next election for the House of Representatives out of sync with the half-Senate election (necessitating an early House election or a separate half-Senate election). It would also be subject to the current voting arrangements and the possibility of micro-parties being elected with half a per cent of the primary vote.
Nonetheless, second best might be all that is on offer if the Senate suspends itself.
Is a suspension of the Senate likely?
Technically, it would be easy for Labor, the Greens and the crossbenchers to suspend the Senate after it had been recalled on 18 April. I explored this possibility in a previous blog post.But these stalling tactics would come with political costs in the form of reputational damage to Labor. With Labor looking remarkably good for a first term opposition, my guess is that they would not want to risk that reputation on suspending the Senate. Indeed, Labor may be willing to quickly reject the ABCC legislation for a second time so that it does not attract much media attention.
At this point, my guess is that a suspension of the Senate is unlikely.
What would the Government do if the Senate is suspended?
However, if I am wrong and the Senate is suspended, then the question becomes how would Malcolm Turnbull react. Among many possible options, four obvious ones appear to be:- Abandon the double dissolution election plan, and aim for a normal election in August or September
- Recall the Senate again for 3 May to consider the Budget, and then move to a double dissolution election of 2 July
- Continue with the plan, aiming to get a supply Budget through the Senate on 10 and 11 May and then a double dissolution election on 2 July
- Go to an early double dissolution election
Option 1 - Abandon the plan
By suspending the Senate, the non-government parties would be flagging an intent to stall Budget supply beyond the critical 11 May date - the last day on which a double dissolution can be called - and deny Malcolm Turnbull a double dissolution election.In this scenario, and faced with this level of determination from the non-government parties, the Prime Minister might concede their tactical advantage. He would acknowledge that the non-government parties can use parliamentary tactics to prevent a double dissolution on 2 July, and he would get on with the business of delivering government until a normal election in the second half of 2016.
I think this scenario unlikely. It would see an enormous tactical loss to the Prime Minister.
Option 2 - Recall the Senate for a May 3 Budget
Under this scenario, the Prime Minister would bank the suspended Senate as a double dissolution trigger. By suspending the Senate the non-government parties had ensured the ABCC legislation failed to pass for a second time.He would then move to the next step of his plan: ensuring there is fiscal supply from 1 July 2016. Without supply (ie budget legislation that givers the government money to pay its bills), much of the business of government would stop. Without the guarantee of supply, the Governor General is unlikely to grant a double dissolution.
The weakness with this option is obvious. What the Senate has done once, it might be willing to do again. The option offers no more certainty of a double dissolution election on 2 July. And it leaves open the possibility of a huge loss of face for the Prime Minister.
Option 3 - Continue with the current plan
The third option is for the Prime Minister to ignore the Senate. He would continue with the plan, aiming to get a supply Budget through the Senate on 10 and 11 May and then call a double dissolution election for 2 July.Like the previous option the Prime Minister could bank a double dissolution trigger. But also like the previous option, it offers no certainty of a double dissolution election on 2 July. It also comes with the same reputational risks for the Prime Minister.
Option 4 - Go to an early double dissolution
If none of the above options can guarantee a double dissolution election on 2 July, and if all result in reputational damage for the Prime Minister: What else can he do?One option would be to go for an early double dissolution election - some time in May 2016 - with the aim of having the new Parliament sitting in the last week of June to pass a supply Budget.
There are downsides. First, the Senate election would not benefit from the Senate reforms agreed to by the Parliament in its autumn sittings. The Senate election would be subject to the preference whisperers, and hitherto unheard of minor parties are likely to be elected with half a percentage point of primary vote support. Second, if the Senate's duration would be reckoned from 1 July 2015, and a fresh half-Senate election would be needed within two years, and a year before the next House of Representatives election.
There is also an issue of timing. For a Saturday election, the parliament must be dissolved and writs issued no later than the Tuesday 33 days prior. This means (for example) if the Senate suspended itself on Monday 18 April, the double dissolution election could be held on Saturday 21 May. However, if the suspension does not occur until (say) Wednesday 20 April, the earliest an election could be called in Saturday 28 May.
The related timing issue is the duration of the Senate count. Typically the Senate count can be completed in under four weeks (for smaller states it can take less than three weeks from the election). This would (just) allow the Senate to sit in the last week of June and pass supply. However, when there is a recount as happened in the recent 2013 WA Senate election, the final declared result was not known for 58 days (almost 2 months). This result was subsequently overturned in the courts and a fresh WA Senate election was held.
The potential duration of the Senate count might make this option unpalatable. It might even give the Governor General reason to pause in his consideration of the Prime Minister's request for a double dissolution. But ultimately, given most counts can be completed quickly, and this should not be too much of a deterrent.
Conclusion
A double dissolution election could be called next week. But it is only likely to happen if the Senate suspends itself after being recalled on 18 April.Such an election would be seen as a second best option. It would put the next election for the House of Representatives out of sync with the half-Senate election (necessitating an early House election or a separate half-Senate election). It would also be subject to the current voting arrangements and the possibility of micro-parties being elected with half a per cent of the primary vote.
Nonetheless, second best might be all that is on offer if the Senate suspends itself.
Betting market update
| House | Coalition Odds ($) | Labor Odds ($) | Coalition Win Probability (%) | |
|---|---|---|---|---|
| 2016-04-15 | Betfair | 1.33 | 3.56 | 72.80 |
| 2016-04-15 | CrownBet | 1.27 | 3.75 | 74.70 |
| 2016-04-15 | Ladbrokes | 1.34 | 3.10 | 69.82 |
| 2016-04-15 | Luxbet | 1.30 | 3.50 | 72.92 |
| 2016-04-15 | Sportsbet | 1.30 | 3.50 | 72.92 |
| 2016-04-15 | TABtouch | 1.34 | 3.05 | 69.48 |
| 2016-04-15 | William Hill | 1.34 | 3.20 | 70.48 |
| Fr 8-Apr | Sa 9-Apr | Su 10-Apr | Mo 11-Apr | Tu 12-Apr | We 13-Apr | Th 14-Apr | Fr 15-Apr | |
|---|---|---|---|---|---|---|---|---|
| Betfair | 70.83 | 69.28 | 69.09 | 70.54 | 68.97 | 70.52 | 72.80 | 72.80 |
| CrownBet | 76.19 | 74.70 | 74.70 | 74.70 | 74.70 | 74.70 | 74.70 | 74.70 |
| Ladbrokes | 74.07 | 73.38 | 68.81 | 68.81 | 68.81 | 68.81 | 68.81 | 69.82 |
| Luxbet | 76.34 | 76.34 | 76.34 | 76.34 | 74.70 | 74.70 | 74.70 | 72.92 |
| Sportsbet | 75.73 | 75.73 | 75.73 | 75.73 | 72.92 | 72.92 | 72.92 | 72.92 |
| TABtouch | 75.00 | 75.00 | 69.48 | 69.48 | 69.48 | 69.48 | 69.48 | 69.48 |
| William Hill | 75.73 | 75.73 | 70.48 | 70.48 | 70.48 | 70.48 | 70.48 | 70.48 |
Sunday, April 10, 2016
More movement
Over the past 24 hours Ladbrokes, TABouch and William Hill have reduced their odds on a Coalition victory.
| House | Coalition Odds ($) | Labor Odds ($) | Coalition Win Probability (%) | |
|---|---|---|---|---|
| 2016-04-10 | Betfair | 1.36 | 3.04 | 69.09 |
| 2016-04-10 | CrownBet | 1.27 | 3.75 | 74.70 |
| 2016-04-10 | Ladbrokes | 1.36 | 3.00 | 68.81 |
| 2016-04-10 | Luxbet | 1.24 | 4.00 | 76.34 |
| 2016-04-10 | Sportsbet | 1.25 | 3.90 | 75.73 |
| 2016-04-10 | TABtouch | 1.34 | 3.05 | 69.48 |
| 2016-04-10 | William Hill | 1.34 | 3.20 | 70.48 |
| Su 3-Apr | Mo 4-Apr | Tu 5-Apr | We 6-Apr | Th 7-Apr | Fr 8-Apr | Sa 9-Apr | Su 10-Apr | |
|---|---|---|---|---|---|---|---|---|
| Betfair | 75.20 | 75.64 | 66.67 | 70.05 | 72.15 | 70.83 | 69.28 | 69.09 |
| CrownBet | 78.95 | 78.95 | 78.95 | 78.95 | 77.70 | 76.19 | 74.70 | 74.70 |
| Ladbrokes | 78.95 | 78.95 | 78.95 | 75.00 | 75.00 | 74.07 | 73.38 | 68.81 |
| Luxbet | 81.17 | 81.17 | 80.86 | 75.10 | 75.10 | 76.34 | 76.34 | 76.34 |
| Sportsbet | 78.95 | 78.95 | 78.95 | 77.49 | 77.49 | 75.73 | 75.73 | 75.73 |
| TABtouch | 78.04 | 78.04 | 78.04 | 75.00 | 75.00 | 75.00 | 75.00 | 69.48 |
| William Hill | 78.95 | 78.95 | 78.95 | 75.73 | 75.73 | 75.73 | 75.73 | 70.48 |
Saturday, April 9, 2016
Betting market decline continues
This morning sees further declines in the probability of a Coalition win at the next election according to the betting markets.
| House | Coalition Odds ($) | Labor Odds ($) | Coalition Win Probability (%) | |
|---|---|---|---|---|
| 2016-04-09 | Betfair | 1.33 | 3.00 | 69.28 |
| 2016-04-09 | CrownBet | 1.27 | 3.75 | 74.70 |
| 2016-04-09 | Ladbrokes | 1.27 | 3.50 | 73.38 |
| 2016-04-09 | Luxbet | 1.24 | 4.00 | 76.34 |
| 2016-04-09 | Sportsbet | 1.25 | 3.90 | 75.73 |
| 2016-04-09 | TABtouch | 1.25 | 3.75 | 75.00 |
| 2016-04-09 | William Hill | 1.25 | 3.90 | 75.73 |
| Sa 2-Apr | Su 3-Apr | Mo 4-Apr | Tu 5-Apr | We 6-Apr | Th 7-Apr | Fr 8-Apr | Sa 9-Apr | |
|---|---|---|---|---|---|---|---|---|
| Betfair | 75.64 | 75.20 | 75.64 | 66.67 | 70.05 | 72.15 | 70.83 | 69.28 |
| CrownBet | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 77.70 | 76.19 | 74.70 |
| Ladbrokes | 78.95 | 78.95 | 78.95 | 78.95 | 75.00 | 75.00 | 74.07 | 73.38 |
| Luxbet | 81.17 | 81.17 | 81.17 | 80.86 | 75.10 | 75.10 | 76.34 | 76.34 |
| Sportsbet | 78.95 | 78.95 | 78.95 | 78.95 | 77.49 | 77.49 | 75.73 | 75.73 |
| TABtouch | 78.04 | 78.04 | 78.04 | 78.04 | 75.00 | 75.00 | 75.00 | 75.00 |
| William Hill | 78.95 | 78.95 | 78.95 | 78.95 | 75.73 | 75.73 | 75.73 | 75.73 |
Wednesday, April 6, 2016
Betting market update
I normally update the betting market charts on a Friday. But yesterday's Newspoll has seen sizable movements, so today it is.
| House | Coalition Odds ($) | Labor Odds ($) | Coalition Win Probability (%) | |
|---|---|---|---|---|
| 2016-04-06 | Betfair | 1.30 | 3.04 | 70.05 |
| 2016-04-06 | CrownBet | 1.20 | 4.50 | 78.95 |
| 2016-04-06 | Ladbrokes | 1.25 | 3.75 | 75.00 |
| 2016-04-06 | Luxbet | 1.26 | 3.80 | 75.10 |
| 2016-04-06 | Sportsbet | 1.22 | 4.20 | 77.49 |
| 2016-04-06 | TABtouch | 1.25 | 3.75 | 75.00 |
| 2016-04-06 | William Hill | 1.25 | 3.90 | 75.73 |
| We 30-Mar | Th 31-Mar | Fr 1-Apr | Sa 2-Apr | Su 3-Apr | Mo 4-Apr | Tu 5-Apr | We 6-Apr | |
|---|---|---|---|---|---|---|---|---|
| Betfair | 77.33 | 75.92 | 70.26 | 75.64 | 75.20 | 75.64 | 66.67 | 70.05 |
| CrownBet | 82.83 | 82.83 | 82.83 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 |
| Ladbrokes | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 75.00 |
| Luxbet | 81.17 | 81.17 | 81.17 | 81.17 | 81.17 | 81.17 | 80.86 | 75.10 |
| Sportsbet | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 77.49 |
| TABtouch | 78.04 | 78.04 | 78.04 | 78.04 | 78.04 | 78.04 | 78.04 | 75.00 |
| William Hill | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 75.73 |
Monday, April 4, 2016
Updated Aggregation
Today's Morgan poll (51.5 to 48.5 in the Coalition's favour, when allocating preferences according to the last election), allows me to update the poll aggregation. The end result - 51.9 per cent for the Coalition - is where I had it two weeks ago.
Caveats and notes on the poll aggregation process can be found here.
Antony Green has some good observations on the latest Newspoll.
Caveats and notes on the poll aggregation process can be found here.
Update (Tuesday 5 April @ 7.15am)
With last night's Newspoll (49-51 in Labor's favour), I can rerun the aggregation, yielding an estimated two-party preferred vote share for the Coalition of 51.4 per cent.Antony Green has some good observations on the latest Newspoll.
Friday, April 1, 2016
Betfair an outlier this morning
This morning when I ran the data scraper I was so surprised by the Betfair result I ran it again, and again. Let's start with the raw data from the scraper (including the run times).
2016-04-01 05:18:53,Betfair,1.27,3.0 2016-04-01 05:20:04,Betfair,1.27,3.0 2016-04-01 05:32:10,Betfair,1.27,3.0
| House | Coalition Odds ($) | Labor Odds ($) | Coalition Win Probability (%) | |
|---|---|---|---|---|
| 2016-04-01 | Betfair | 1.27 | 3.0 | 70.26 |
| 2016-04-01 | CrownBet | 1.14 | 5.5 | 82.83 |
| 2016-04-01 | Ladbrokes | 1.20 | 4.5 | 78.95 |
| 2016-04-01 | Luxbet | 1.16 | 5.0 | 81.17 |
| 2016-04-01 | Sportsbet | 1.20 | 4.5 | 78.95 |
| 2016-04-01 | TABtouch | 1.21 | 4.3 | 78.04 |
| 2016-04-01 | William Hill | 1.20 | 4.5 | 78.95 |
| % | Fr 25-Mar | Sa 26-Mar | Su 27-Mar | Mo 28-Mar | Tu 29-Mar | We 30-Mar | Th 31-Mar | Fr 1-Apr |
|---|---|---|---|---|---|---|---|---|
| Betfair | 78.47 | 78.47 | 76.91 | 77.47 | 77.33 | 77.33 | 75.92 | 70.26 |
| CrownBet | 82.83 | 82.83 | 82.83 | 82.83 | 82.83 | 82.83 | 82.83 | 82.83 |
| Ladbrokes | 80.10 | 80.10 | - | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 |
| Luxbet | 81.17 | 81.17 | 81.17 | 81.17 | 81.17 | 81.17 | 81.17 | 81.17 |
| Sportsbet | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 |
| TABtouch | 78.04 | 78.04 | 78.04 | 78.04 | 78.04 | 78.04 | 78.04 | 78.04 |
| William Hill | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 | 78.95 |
Update
By Saturday morning, Betfair was no longer such an outlier. But today only one House gives the Coalition a greater than 80 per cent probability of winning the next election.| House | Coalition Odds ($) | Labor Odds ($) | Coalition Win Probability (%) | |
|---|---|---|---|---|
| 2016-04-02 | Betfair | 1.24 | 3.85 | 75.64 |
| 2016-04-02 | CrownBet | 1.20 | 4.50 | 78.95 |
| 2016-04-02 | Ladbrokes | 1.20 | 4.50 | 78.95 |
| 2016-04-02 | Luxbet | 1.16 | 5.00 | 81.17 |
| 2016-04-02 | Sportsbet | 1.20 | 4.50 | 78.95 |
| 2016-04-02 | TABtouch | 1.21 | 4.30 | 78.04 |
| 2016-04-02 | William Hill | 1.20 | 4.50 | 78.95 |
Final Report of Inquiry into Opinion Polls for the 2015 UK General Election
The final report of the inquiry into the 2015 British general election opinion polls has been released.
The key finding: "the primary cause of the polling miss in 2015 was unrepresentative samples. The methods the pollsters used to collect samples of voters systematically over-represented Labour supporters and under-represented Conservative supporters. The statistical adjustment procedures applied to the raw data did not mitigate this basic problem to any notable degree."
If you don't want to read all 120 pages, Anthony Wells has a good summary here.
The key finding: "the primary cause of the polling miss in 2015 was unrepresentative samples. The methods the pollsters used to collect samples of voters systematically over-represented Labour supporters and under-represented Conservative supporters. The statistical adjustment procedures applied to the raw data did not mitigate this basic problem to any notable degree."
If you don't want to read all 120 pages, Anthony Wells has a good summary here.
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