Situations

2026 U.S. Midterms

Control of the U.S. House and Senate is decided November 3, 2026 — the first national electoral test of the second Trump term. This situation tracks the two chamber-control questions, the Senate seats most likely to decide the majority, and the open governorships in California and Florida, each benchmarked against a curated set of prediction-market contracts. Mid-decade redistricting and the national environment are the structural variables; the seat-level map determines how a given environment converts into chamber outcomes.

Updated Jul 6, 2026 · 9 tracked races · 11 benchmark markets

82%
House control (D), market
43%
Senate control (D), market
9
Tracked races
99
Days to election

Chamber control

Probability of Democratic control, our forecast against market benchmarks.

U.S. House control
KalshiPolymarket
0%25%50%75%100%Dec 24Apr 25Aug 25Dec 25Apr 2684%82%
U.S. Senate control
KalshiPolymarket
0%25%50%75%100%Dec 24Apr 25Aug 25Dec 25Apr 2646%43%

Races

7 seat-level races and 2 chamber-control questions.

RaceRatingMarket90dOur forecastΔResolves
California Governor
Open seat
Safe D91%Nov 3, 2026
U.S. House control
Democrats win control of the U.S. House in the November 2026 elections
Likely D82%Nov 3, 2026
Georgia Senate
Jon Ossoff (D)
Likely D86%Nov 3, 2026
North Carolina Senate
Open seat
Likely D87%Nov 3, 2026
Michigan Senate
Open seat
Lean D70%Nov 3, 2026
Maine Senate
Susan Collins (R)
Tossup64%55%−8 ptsNov 3, 2026
Texas Senate
John Cornyn (R)
Tossup41%Nov 3, 2026
U.S. Senate control
Democrats win control of the U.S. Senate in the November 2026 elections
Lean R43%Nov 3, 2026
Florida Governor
Open seat
Likely R24%Nov 3, 2026

Market column is the primary benchmark contract for each race's subject (probability the Democratic side wins). Δ is our forecast minus the market, in percentage points.

Fulcrums

The hinge variables that condition many races at once.

Redistricting map finalization

moderate uncertainty

Mid-decade redraws in Texas, Missouri, Ohio, California, and Florida are priced near-certain (0.92–0.98 on Kalshi as of July 3); remaining litigation determines how many marginal House seats actually move. Map changes shift seat-count outcomes independent of the national environment.

National environment

high uncertainty

The generic-ballot margin conditions every seat-level race simultaneously. The market-implied distribution currently centers on a Democratic popular-vote win in the mid-to-high single digits.

Primary outcomes and candidate quality

moderate uncertainty

Nominee selection changes seat-level win probabilities independent of the environment. Texas is the live example: candidate-level pricing moved the seat into contention after the Republican primary. Michigan and Florida primaries are the remaining scheduled nominee decisions among tracked races.

Key dates

Jun 2, 2026California top-two primary (held)
Jul 13, 2026Platner withdrawal deadline (ME Senate)
Jul 27, 2026ME Democratic replacement deadline
Aug 4, 2026Michigan primaries
Aug 18, 2026Florida primaries
Nov 3, 2026General election

Log

The record: editorial updates and forecast revisions, newest first.

Nothing on the record yet.