No, this change is NOT due to Obama’s debate performance.  There are not yet any state level polls that include time after the debate.  We should have a few of those in a few days I’m sure.  For now, this still represents what was happening pre-debate.

There was one change today, in what is currently the closest of the close states:

North Carolina has consistently been in the “close state” category all year long.  It REALLY could easily go either way.  With the latest data it moves from leaning just slightly Obama, to leaning just slightly Romney in the five poll average.  Romney now leads by 0.8%.

Right now the next closest state is Florida, where Obama is ahead by 3.2% at the moment.  If one argued that the 5% threshold I use for “close” is really too wide, you could easily conclude that North Carolina is actually the ONLY state where things are close at the moment.  It really is right on the edge right now.  Just about anything could move it one way or the other.

Regardless, as of right now, the five poll average has it back on Romney’s side of the line, where it has spent most of the last year.  So, the new summary of the state of the race:

The “current” line, where everybody gets every state they are even slightly ahead in, now reverts to a 332 to 206 Obama win.  This has been where it has been more often than anywhere else over the last year.  Things have sometimes moved a little from this line in one direction or the other, but it always seems to come back here.

In that sense the race has been remarkably stable.  Most of the discussion I’ve presented here has ended up reflecting changes to Romney’s “best case” where he wins all of the close states.  But if we only look at who is actually ahead in each state…  we’re usually at a 332 to 206 Obama win.

I’ve mentioned before, if I had to pick a final state of the race right now, putting all the red and blue states on the map above in their respective columns, then giving North Carolina to Romney, and Iowa, Colorado and Florida to Obama, seems like a very safe bet.

At the moment, even if you give Romney all four of these states, he still loses 250 to 288.  He needs to take the lead in Iowa, Colorado and Florida, then start making some of the “Weak Obama” states close again.

Romney had a very strong performance in the first debate, and Obama had a very weak one.  But will that make a difference here?  Study after study have shown that historically the effect of debates is very small.  There are just too many voters who have already made up their minds and nothing in any debate short of a complete meltdown by one of the candidates will change that.  I think that is likely to be the case here too.

I would not be surprised to see some tightening.  Some of the “Weak Obama” states are just barely in that category.  They could easily move back into my “Lean Obama” category.  But Romney needs very big moves to start actually moving states onto his side of the line.  Not just a point or two.  Florida needs more than a 3% shift to move to Romney.  To get enough states back on his side with a uniform shift he has to move things more like 6% or 7%.  That would be a huge move.

I don’t think you will see that kind of move coming out of this debate alone.  It is much more likely that we’ll see a small move.  I think Romney’s beginning of September position, which was a closer race, but one which Romney was still losing, represents a cap on the gains Romney is likely to make.  It will be very hard to Romney to break through that ceiling.

But, if from now until election day, the electorate sees the bold confidant and actually somewhat centrist Romney they saw last night, and they continue to see the nervous, hesitant, submissive Obama they saw last night…  then we may start to see a bigger shift than would come out of just the debate alone.

I think it is a pretty safe bet the Obama campaign will be doing everything they can to present a different Obama next time out though.  He knows he screwed up, he knows what he screwed up, and it is mostly about optics rather than substance, so they will try to fix it.

It has been the situation for quite some time that there wasn’t a huge amount Romney could directly do to help his position in the race, but that Obama had plenty he could do to damage his own position.  Obama made that kind of mistake last night.  Romney now has an opening, and for almost the first time in this race, Obama is on defense.

Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.

Important note added 2012 Oct 5 16:36 UTC:  Virginia should also have changed from Weak Obama to Lean Obama in this update.  I had the polls.  The numbers were there in my spreadsheet, I just completely failed to notice.  I will be including the Virginia change in the Friday update and talking about it there.

Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate.  Both show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.

One change today in my categorization of states.  North Carolina:

The last five polls go back to February, but now no longer include what now appears to be an outlier poll from Civitas in January that showed Romney up by 9%, so the five poll average pops upward and now sits at a 2.2% Obama lead.  This leads me to classify North Carolina as “Leans Obama” again.  But that lead is less than 5%, so really too close to call, and North Carolina stays a swing state in our model.  As such, this only changes the “Current” line in our summary:

Map and chart from the Abulsme.com 2012 Electoral College Prediction page.  Both assume Obama vs Romney with no third party strong enough to win states.  Both show the polling situation as it currently exists. Things can and will change before election day. On the map Red is Romney, Blue is Obama, Gold States are too close to call.  Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios.  Up is good for Obama, Down is good for Romney.

The latest polls move my five poll average in North Carolina from barely Romney to barely Obama.  The reality is that the margin is still essentially too close to call (Obama ahead by 0.2%).  North Carolina is firmly a swing state at the moment.  So this doesn’t change the range of possibilities between Obama getting all swing states and Romney getting all swing states…  but it does move our “everybody gets the states they are ahead in” line further toward Obama.  In this case, we have Obama now winning 343 to 195.

This is the third change in three days in Obama’s favor.

The summary:

Edited 2012 Apr 12 21:24 UTC to replace an errant “McCain” with the intended “Romney”. Thanks JH for pointing out the error.