Nothing has fundamentally changed in the race bar Wisconsin which we were tentatively calling for Trump last Friday. The market is now factoring in the the contested convention more when your posts outlined all this last week. As we move into a Trump friendly period I'm guessing we see Trump harden up again unless something fundamental has happened that we're not factoring in.
It's getting harder and harder to work out. Fascinating, but harder
The whole mid west isn't performing like most pundits expected it to. Then neither did the deep south which Trump swept. I think I typed this out the other day but the post got lost along with some others yesterday when i expect Col must have been doing something
The general consensus was that the mid west, and the rust belt in particular would find Trumps protectionist message attractive. Sanders is on a similar message and he's doing well there
In truth, I'm never completely sure just what the mid west is (I think different definitions exist) but so far we've seen Rubio (Minnesota) Kasich (Ohio) Cruz (Iowa) and Trump (Missouri, Michigan & Illinois) win there. I thought things were starting to turn against Trump there, but then the Chicago protest happened just before voting and this seems to have got him over the line in Missouri, and probably fluffed his support in Michigan and Illinois a bit.
I think we can probably say that he's lost Wisconsin now, and isn't sitting that pretty in Pennsylvania either. The one state where no polling exists and is real guesswork now is Indiana. I've read perfectly well reasoned accounts of how all three could expect to win it! We simply know next to nothing about it, other than its the odd one out in upper mid west demographic.
This particular part of America has proven the hottest to handle, and no one really knows how the west coast will play yet
The problem Trump's starting to run into is that its becoming more and more apparent that he's really struggling with the intellectual challenge. I recall about 8 months ago Rush Limbaugh (I think it was) exposed some alarming gaps in his knowledge. Trump basically tried to reassure folk that he's a fast learner and when he's up to speed he'll destory everyone with his superior knowledge and command of the issues. Well put bluntly, he hasn't. Time and time again he's having to walk back policy positions and try and pretend he's never said things and then have another go
The other major issue he has is organisational. He's got the smallest team and it really functions as an obidient court with him as an absolute monarch handing out his proclamations. He simply hasn't got the ground game (hence why he lost so many caucuses). The absence of teams on the ground and a large machine is hurting him in these tighter races. He's seemingly relying on his media appearances to open up leads of 10pts+. If he can achieve these he's tending to hold onto his margins, but if he's only got a lead of about 6pts a week before polling he's getting over turned by better organised campaigns with more staff. I'm not sure he's a lock in Maryland or even Delaware. Having said that I'm told by a few folk in Washington (state not DC) that they expect they'll end going for Trump in a tight race