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Will the number of Iowa races won by the Democratic Party among IA-01, IA-02, IA-03, the U.S. Senate seat, and the Governorship during the November 3, 2026 general election be exactly 5? — Yes

kalshiElections·2026-10-02·view on kalshi ↗
28%
Agent
30%
Market Price
-1.6%
Edge
59%
Confidence
21,717
Volume
3.0c
Spread
91
Days to resolution
1
Markets in event
final rationale
Mean of 5 draws (0.29, 0.28, 0.28, 0.29, 0.28). (0) Nothing is resolved. The election is November 3, 2026, and the resolution source (Iowa SOS results) returned a 404, so no result exists yet. (a) About one month remains until election day; final certification follows before the January 1, 2027 close. (b) If today's ratings hold, the status quo is a split outcome: Governor Lean D (Cook; Polymarket about 84.5% D), Senate a toss-up (polls range from Hinson +5 to Turek +8, average about D+2), IA-01 and IA-03 toss-ups that markets now price D-favored, and IA-02 Lean R (Cook) with models still giving Mitchell an edge. (c) NO: Hinson holds the Senate seat on Iowa's R+6 lean and voter expectations (59% expect her to win), or Mitchell holds the open IA-02. Any single GOP hold kills the sweep. (d) YES: the D+9 generic-ballot wave and Iowa Trump approval at -18 carry all five correlated races together, as independents break for Democrats. A cross-check: Polymarket prices exactly 3 Democratic House seats (in practice IA-01 through IA-03, since IA-04 is near 0%) at about 41.5%. Given a House sweep, the Governor (about 0.92) and Senate (about 0.75) are likely, which gives roughly 0.415 × 0.92 × 0.75 ≈ 0.29. That closely matches the Kalshi anchor of 30% (bid 29 / ask 32), so I stay near the market at 0.29.
price vs. prediction
market price agent forecast at t+0
16 follow-ups
1. Planner Opus 5.5 · picks the research tools
Tools chosen: kalshi_direct resolution_source kalshi_related polymarket_related wikipedia
Planner reasoning
The Kalshi price anchors this, and resolution depends on certified Iowa results for all five races. The question is a joint probability, so related Kalshi and Polymarket markets on the individual Iowa races (IA-01/02/03, the Senate seat, the governorship) give the per-race component prices. Wikipedia covers candidates and background.
2. Research parallel tool calls + 4 web research loops (Sonnet 5) · read raw by the forecasters
at a glance
RESEARCH DIGEST (built in code: tool summaries and each report's bottom line; the forecasters read the full tool outputs and reports) Tools - kalshi_direct: ## This Market's Kalshi Data **Yes** (KXBLUEIOWA-26NOV03) - Current price (probability): 30.00% (live; bid 29% / ask 32%) - 7-day price change: -3.00% - 30-day price change: +6.00% - Average daily volume: 149 contracts - Price range: 13.00% - 35.00% - Data points: 53 days - resolution_source (failed): https://sos.iowa.gov/elections/results: HTTP 404 - kalshi_related: 3 related markets / summaries. series KXBLUEIOWA: 0 markets (skipped 1 no-signal) | keyword 'Iowa Senate': ok | keyword 'Iowa governor': ok | keyword 'Iowa 1st district': ok - polymarket_related: Polymarket search over 3 keyword(s), kept 15 matches. keyword 'Iowa Senate': 5 markets | keyword 'Iowa governor': 5 markets | keyword 'Iowa house': 5 markets - wikipedia: Fetched 3 Wikipedia entries (0 missing pages). Research loops, bottom lines - current state: Of the five races, the Governor's race currently leans Democratic (Sand ahead in polling, Cook "Lean D") and the Senate race is a true toss-up (polling split, Cook "Toss Up"/recently "Lean R" per one August source); IA-01 and IA-03 are competitive toss-ups with no clear public-polling edge, while IA-02 remains the only race still favoring Republicans. A Democratic sweep of all five is plausible but not favored, since IA-02 and parts of the Senate/House races still lean or are rated competitive-t - base rate: The reference class — Iowa's consistent Republican statewide lean since 2012 (no Democratic Senate/presidential win since Obama) and the historical rarity of full partisan sweeps (even the 2018 blue wave only flipped 3 of 4 House seats while Republicans held governor/Senate) — argues against a clean 5-for-5 Democratic sweep; current nonpartisan forecasts (Cook: 2 House toss-ups, 1 Lean R House seat, Senate toss-up, Governor lean D; Sabato: more conservative, Senate lean R) imply the most likely - yes case: The strongest case for YES is that a wave-level national environment (generic ballot near D+8-9, Trump approval in the low-to-mid 30s) is pulling every competitive Iowa race — including the previously GOP-favored IA-02 — toward Democrats simultaneously; prediction markets and model-based aggregators now price Democratic favorites in IA-01, IA-02, and IA-03 individually alongside the already Lean-D Governor's race and toss-up Senate race, making a clean 5-for-5 sweep a live, mechanism-backed poss - no case: The strongest NO case rests on (1) IA-02 still lacking any Democratic-favorable polling and carrying real structural/model-based Republican advantages, (2) persistent voter skepticism (literally majorities who say they expect the GOP Senate candidate to win even while trailing in topline polls), and (3) Iowa's 18-year Senate drought for Democrats plus expert ratings (Sabato) that, even after their most recent Democratic-leaning revision, stop at "Toss-up" rather than favoring Turek — all of whic
tools
toolstatustimeitemssummary
kalshi_direct OK 0.2s 1 ## This Market's Kalshi Data **Yes** (KXBLUEIOWA-26NOV03) - Current price (probability): 30.00% (live; bid 29% / ask 32%) - 7-day price change: -3.00% - 30-day price change: +6.00% - Average daily volume: 149 contracts - Price range: 13.00% - 35.00% - Data points: 53 days
resolution_source FAILED 1.7s 1 https://sos.iowa.gov/elections/results: HTTP 404
kalshi_related OK 6.7s 3 3 related markets / summaries. series KXBLUEIOWA: 0 markets (skipped 1 no-signal) | keyword 'Iowa Senate': ok | keyword 'Iowa governor': ok | keyword 'Iowa 1st district': ok
polymarket_related OK 0.6s 15 Polymarket search over 3 keyword(s), kept 15 matches. keyword 'Iowa Senate': 5 markets | keyword 'Iowa governor': 5 markets | keyword 'Iowa house': 5 markets
wikipedia OK 0.4s 3 Fetched 3 Wikipedia entries (0 missing pages).
research loops · 4/4 ok · 19 searches · 4 page reads
dimensionstatustimesearchespage readsreport
current state OK 37s 6 1 5500 chars
base rate OK 36s 4 2 5686 chars
yes case OK 28s 5 1 4380 chars
no case SNIPPETS 40s 4 0 5261 chars · no page read; snippets only
report: current state
- [2026-09-02] Iowa's U.S. Senate seat is open (Joni Ernst retiring); Cook Political Report rates it a **Toss Up** as of Aug 20, 2026, having moved from "Lean Republican." Iowa's 2026 U.S. Senate race is now a toss-up according to the latest projections from The Cook Political Report, which moved the race to replace retiring Sen. Joni Ernst from "lean Republican" to "toss-up." Nominees are Democrat Josh Turek vs. Republican Ashley Hinson. https://www.axios.com/local/des-moines/2026/08/20/iowa-senate-governor-races-2026-cook-ratings - [2026-10-01] Latest polling average for Senate (Turek vs. Hinson) shows a near tie: the average includes all polls within seven days of the most recent poll, with a Fox News poll (10/01/2026) showing Turek 49%, Hinson 47% ; other late-September polls split between the two. https://www.270towin.com/2026-senate-polls/iowa - [2026-10-01] Iowa governor's race: Cook Political Report rates it **Lean Democrat** as of Aug 20, 2026 (shifted from Toss Up). State auditor Rob Sand has been running one of the strongest campaigns in the country this cycle, and he has opened up a consistent lead outside of the margin of error in both public and private polling. Nominees are Democrat Rob Sand vs. Republican Zach Lahn. https://www.cookpolitical.com/governor/race/481441 - [2026-09-01] Emerson College/Nexstar September poll confirms Sand's edge: in the race for Governor, Democrat Rob Sand leads Republican Lahn, and about six percent of voters are splitting their ticket to support both Republican Ashley Hinson for Senate and Democrat Rob Sand for Governor. https://emersoncollegepolling.com/iowa-2026-poll-hinson-leads-turek/ - [2026-09-01] Same Emerson poll shows Senate race leaning GOP: Republican Ashley Hinson led Democrat Josh Turek in the U.S. Senate election, 50% to 45%, with Hinson's support up two points since August while Turek held at 45%. https://emersoncollegepolling.com/iowa-2026-poll-hinson-leads-turek/ - [2026-09-26] IA-01 (Miller-Meeks vs. Bohannan): Republican incumbent Mariannette Miller-Meeks faces Democrat Christina Bohannan for the third time in a race for eastern Iowa's 1st Congressional District, with independent Michael Bridgford's challenge adding a wrinkle. Rated a toss-up by major forecasters with PVI R+4. https://www.wvik.org/news-from-iowa/2026-09-02/congressional-candidates-miller-meeks-and-bohannan-outline-plans-for-tackling-iowas-rising-cancer-rates - [2026-07-23] IA-03 (Nunn vs. Trone Garriott): incumbent Zach Nunn (R), Sarah Trone Garriott (D), and Marco Battaglia (L) are running in the general election, in a district that hasn't been held by any incumbent for more than two terms since 2010 , decided by under four points in each of the last two elections. https://news.ballotpedia.org/2026/07/23/nunn-trone-garriott-and-battaglia-are-running-in-iowas-3rd-district-decided-by-fewer-than-four-points-in-each-of-the-last-two-elections/ - [2026-08-27] IA-02 (open seat, Hinson running for Senate): Lindsay James won the Democratic nomination and will face Republican Joe Mitchell; the district has been represented by a Republican since 2021 and is currently held by Ashley Hinson, who is not seeking another term due to her Senate bid. https://iowacapitaldispatch.com/2026/06/02/state-rep-lindsay-james-wins-district-2-democratic-primary-ap-projects/ - [2026-08-19] IA-02 debate commitments confirm the matchup: Democratic state Rep. Lindsay James will face off against Republican former state Rep. Joe Mitchell; the 2nd District, currently represented by Ashley Hinson, is open as Hinson runs for Senate. Cook rated IA-02 "Likely R"/"Lean R." https://iowacapitaldispatch.com/2026/08/19/two-iowa-2nd-congressional-district-candidates-announce-accepting-debates/ - [2026-08-26] Context on overall partisan baseline: Trump won Iowa in the past three presidential cycles, Iowa has an all-Republican federal delegation and a GOP trifecta at the Statehouse, and Sand is the only Democrat to currently hold statewide elected office. https://iowacapitaldispatch.com/2026/08/26/new-poll-shows-tight-races-for-iowa-governor-u-s-senate-in-2026/ - [2025-04-11] Background: the open governor's race exists because Kim Reynolds announced she will not run for reelection, setting up a wide open race for Iowa governor in 2026 , the first open gubernatorial race since 2006. https://www.iowapublicradio.org/state-government-news/2025-04-11/iowa-gov-kim-reynolds-will-not-run-for-reelection-in-2026 - [2026-09-26] No reliable public polling located for IA-01, IA-02, or IA-03 individually beyond one outdated/unreliable scraped figure (65.9%-30%) that appears inconsistent with all other reporting describing IA-01 as a toss-up; that figure was disregarded as unreliable. BOTTOM LINE: Of the five races, the Governor's race currently leans Democratic (Sand ahead in polling, Cook "Lean D") and the Senate race is a true toss-up (polling split, Cook "Toss Up"/recently "Lean R" per one August source); IA-01 and IA-03 are competitive toss-ups with no clear public-polling edge, while IA-02 remains the only race still favoring Republicans. A Democratic sweep of all five is plausible but not favored, since IA-02 and parts of the Senate/House races still lean or are rated competitive-to-Republican. NOT FOUND: Dedicated recent public polling specifically for IA-01, IA-02, or IA-03 individually (beyond fundraising/rating data); any post-October-1 Cook/Sabato rating updates for IA-01/IA-02/IA-03.
report: base rate
- [2026-09-25] Cook Political Report's latest full House ratings (dated Sep 25, 2026) list IA-01 (Miller-Meeks) and IA-03 (Nunn) as Republican-leaning Toss Up races and IA-02 (open, Hinson running for Senate) as Lean Republican — none of Iowa's three districts are rated Lean/Likely/Solid Democrat. https://www.cookpolitical.com/ratings/house-race-ratings - [2026-08-20] Cook Political Report moved Iowa's open Senate race (Ernst retiring; Hinson vs. Turek) from "Lean Republican" to "Toss Up," while Cook shifted Iowa's governor's race, where Democratic state Auditor Rob Sand faces Republican businessman and farmer Zach Lahn, from "toss-up" to "lean Democrat," and moved the Senate race to replace retiring U.S. Sen. Joni Ernst from "lean Republican" to "toss-up." https://www.axios.com/local/des-moines/2026/08/20/iowa-senate-governor-races-2026-cook-ratings - [2026-08-20] Sabato's Crystal Ball, by contrast, as of late August has maintained that Iowa's gubernatorial race is a "toss-up" and the state's Senate race "leans Republican." — a materially more Republican-favorable outside view than Cook's. https://www.wqad.com/article/news/politics/iowa-governor-race-senate-race-democrat-republican-cook-political-report/524-a34e8547-2718-4d9c-8ab7-4ee24d9a5c28 - [2026-09-23] Base rate on partisan lean: A Democrat hasn't won a statewide presidential or U.S. Senate race in Iowa since Barack Obama in 2012 , and Iowa's current statewide Cook PVI is roughly R+6, with the Senate seat's underlying partisanship pegged near Trump +13 in some trackers — a steep historical hurdle for a 5-for-5 Democratic sweep. https://www.axios.com/local/des-moines/2026/08/20/iowa-senate-governor-races-2026-cook-ratings - [2026-09-06] Wikipedia's 2026 Iowa elections overview notes All of Iowa's four seats in the United States House of Representatives are up for election in 2026. Two of the seats are extremely competitive, Iowa's 1st and 3rd Congressional districts. IA-02 is "slightly competitive" due to Hinson's open-seat departure, while IA-04 remains solidly Republican (not part of this market). https://en.wikipedia.org/wiki/2026_Iowa_elections - [2026-01-15 historical reference] Analysts have explicitly compared 2026 to the 2018 cycle: It's possible that 2026 could be like 2018: Iowa did not have a Senate election that year, but Democrats did end up winning three of the... four U.S. House races that year, almost achieving a historic sweep, but they fell short in the governor's race and the one House seat that mattered most (IA-04/King held). https://centerforpolitics.org/crystalball/rating-changes-iowa-senate-me-2-and-more/ - [2018 reference] In the actual 2018 midterm (a strong Democratic wave nationally), Iowa Democrats won 3 of 4 U.S. House seats but Republicans held on to the Iowa House, Senate and governorship... incumbent Kim Reynolds won reelection, 50% to 47% over Fred Hubbell — i.e., even in a blue-wave year, Democrats did not complete a full gubernatorial+House sweep in Iowa. - [2018 reference] Contemporary analysis before that election noted a Democratic sweep of all four U.S. House seats in Iowa would be a sweep the party has not achieved since 1850 , underscoring how historically rare full Democratic sweeps are in the state — and that sweep still did not materialize in 2018. - [2026-09 polling aggregation] Current public polling in the Senate race shows a near-even contest: a compiled polling average site shows Our polling average D+2.3 (3 polls) , with individual September polls ranging from Hinson +4 (Trafalgar, R-leaning) to Turek +8 (Marist). https://pollingsource.com/senate/IA - [2026-08-26] An independent Suffolk University poll found Democratic State Auditor Rob Sand led in the poll for the gubernatorial race with 48% to Republican nominee Zach Lahn's 44% , while Cook's Senate editor cautioned that "even though, on paper, it should be extraordinarily difficult for Democrats to flip seats that President Donald Trump won by more than 13 points, it's increasingly hard to ignore both public and private polling showing both races to be more competitive than the Lean category reflects." https://iowacapitaldispatch.com/2026/08/26/new-poll-shows-tight-races-for-iowa-governor-u-s-senate-in-2026/ - [2026-01-15] Cook's analysis frames IA-01 and IA-03 together as among the most competitive House races nationally: 2026 Iowa House Analysis: Parties Prepare for Two Barnburner Races , both rated Toss Up, with IA-02 rated Lean R — meaning even optimistic scenarios still treat all three House seats and the Senate/Governor races as uncertain, not as Democratic-favored. https://www.cookpolitical.com/house/race/483096 BOTTOM LINE: The reference class — Iowa's consistent Republican statewide lean since 2012 (no Democratic Senate/presidential win since Obama) and the historical rarity of full partisan sweeps (even the 2018 blue wave only flipped 3 of 4 House seats while Republicans held governor/Senate) — argues against a clean 5-for-5 Democratic sweep; current nonpartisan forecasts (Cook: 2 House toss-ups, 1 Lean R House seat, Senate toss-up, Governor lean D; Sabato: more conservative, Senate lean R) imply the most likely outcome is a mixed result rather than a full sweep, making "exactly 5" a plausible but still underdog outcome historically and by current odds-based forecasts. NOT FOUND: No explicit historical base-rate study or dedicated forecast (e.g., from FiveThirtyEight-style modelers or betting markets) quantifying the probability of a 5-for-5 Democratic sweep specifically across these five Iowa seats; could not find PredictIt/Polymarket-specific odds for this exact combined contract.
report: yes case
YES means: Democrats win all five contests — IA-01, IA-02, IA-03, the U.S. Senate seat, and the Governorship — in the November 3, 2026 Iowa general election. - [2026-10-01] The national generic congressional ballot has swung sharply toward Democrats, reaching a cycle-high: Democrats have been on an incredible upswing over the past month, entering September with a lead of D+6.7 and reaching D+9.0 as of today, a high point for the party this cycle. This favorable environment is the mechanism that could lift even the weakest Democratic Iowa races over the line. - [2026-09-29] A Quinnipiac poll corroborates the national wave: a new Quinnipiac University poll finds Democrats leading Republicans on the generic congressional ballot, 51% to 39% , with Trump's approval in the same poll far underwater. - [2026-09-21] Emerson's national survey found an even larger gap: a new Emerson College Polling national survey 40 days from the 2026 Midterm Elections finds congressional Democrats with an 11-point lead over congressional Republicans on the generic ballot, 53% to 42% , with independents breaking heavily Democratic. - [2026-09-28] State-level Trump approval is deeply negative in Iowa specifically: In Iowa, Trump has 36 percent approval and 54 percent disapproval, for a net rating of minus 18 , and Iowa is cited as one of the states where his net approval has fallen furthest since 2024, aligning the state environment with the sweep thesis rather than against it. - [2026-09-17] The previously weakest link for Democrats, IA-02, has itself moved in their direction: Cook Political Report downgraded IA-02 to Lean Republican, triggering an 11-point drop in GOP odds… Republican odds in IA-02 dropped from 48% to 38% in three days after Cook moved the seat from Likely to Lean R , with Democrats crossing above 50% implied probability for the first time, pricing Lindsay James as the favorite on prediction markets. - [2026-10-01] Independent polling aggregator PoliAgg's IA-01 model now rates Bohannan favored, not just a toss-up: Polling average rates this race Likely D (D+5.0, sourced from polls) , and cross-platform prediction markets price a volume-weighted Democratic win price of D 83¢ for IA-01. - [2026-09-17] IA-03 prediction markets likewise show Trone Garriott as a solid favorite: Sarah Trone Garriott 76%, Zach Nunn 24% on predictionedge's tracker, consistent with Cook's earlier toss-up-to-competitive trajectory and Trone Garriott's fundraising edge. - [2026-09-01] Independents — the swing bloc — are breaking for Democrats across Iowa's top-of-ticket races: in the governor's race independent voters… break for Sand by a 26-point margin, 58% to 32% , and even in the Senate race, a same-cycle Emerson poll found Turek leads Hinson by two among this group, 46% to 44% among independents. - [2026-09-27] A dedicated polling tracker frames the current generic-ballot environment as wave-level and historically comparable to a sweep year: A Democratic lead in this range is historically associated with House "wave" territory — 2018's D+8.6 environment produced a 41-seat Democratic gain , and Decision Desk HQ's model now calls Democrats clear favorites nationally with the party's chances of winning the House up to 75%, with an average seat total of 234 across 1 million simulations . - [2026-09-30] Trump's national approval has fallen to a new low, reinforcing the adverse midterm environment for Republicans down-ballot: a new Associated Press/NORC poll finds Donald Trump's approval at 31%, while 69% disapprove . BOTTOM LINE: The strongest case for YES is that a wave-level national environment (generic ballot near D+8-9, Trump approval in the low-to-mid 30s) is pulling every competitive Iowa race — including the previously GOP-favored IA-02 — toward Democrats simultaneously; prediction markets and model-based aggregators now price Democratic favorites in IA-01, IA-02, and IA-03 individually alongside the already Lean-D Governor's race and toss-up Senate race, making a clean 5-for-5 sweep a live, mechanism-backed possibility rather than a remote tail scenario. NOT FOUND: A single combined probability estimate for all five races breaking simultaneously; any post-October 1 Cook/Sabato ratings update confirming whether IA-02's prediction-market movement has been matched by editorial rating changes beyond "Lean R."
report: no case
YES means: Democrats win all five contests — IA-01, IA-02, IA-03, the U.S. Senate seat, and the Governorship — in the November 3, 2026 Iowa general election. - [2026-10-01] Even in the closest Senate polling, Fox News' own pollster frames it as still an uphill climb for the Democrat: "Recent history and the state's partisan makeup suggest Hinson can pull this out," says GOP pollster Daron Shaw, "But the warning signs are clear: Iowa Republicans seem ambivalent, independents prefer Turek, and even her supporters say they aren't sure." https://www.foxnews.com/politics/fox-news-poll-turek-hinson-close-iowa-senate-race - [2026-09-23] Despite Turek leading by 8 in the Sept 17-20 Marist poll, voter expectations still favor the Republican holding the seat: a majority of respondents — 59 percent — believed she would claim the Hawkeye State's open senator position , with only 37% predicting a Turek flip. https://thehill.com/homenews/campaign/6105117-hinson-trails-turek-iowa-senate-poll/ - [2026-09-26] An InsiderAdvantage poll (Sept 22-23) found the same pattern — Turek up 1 point but 59% of respondents still expect Hinson to ultimately defeat him in the election , suggesting underlying structural doubt about a Democratic Senate win persists even as topline numbers tighten. https://www.yahoo.com/news/politics/articles/iowa-poll-razor-thin-senate-000655145.html - [2026-09-01] Iowa has not elected a Democrat to the Senate in nearly two decades: Democrats have not won a Senate election in Iowa since 2008. https://en.wikipedia.org/wiki/2026_United_States_Senate_election_in_Iowa - [2026-09-17] IA-02 remains the clearest Republican-favored link in the chain: no head-to-head polling exists, and model-based forecasts are far more bullish for the GOP than prediction markets — A Psephologix forecast projects him winning with an 82% probability and a margin of R+6.4. Call the Map also gives Mitchell a slight edge. https://prediction.com/news/cook-downgrades-ia-02-to-lean-r-cutting-gop-sep-17-2026 - [2026-09-17] That same analysis notes the district's fundamentals still favor Republicans structurally: The seat's prior margins and the district's rural-suburban composition gave the GOP structural advantages that historically discouraged top-tier Democratic challengers. As recently as mid-summer, prediction markets priced the Republican candidate above 55%. https://prediction.com/news/cook-downgrades-ia-02-to-lean-r-cutting-gop-sep-17-2026 - [2026-09-24] A quantitative critique of the expert consensus argues the three major handicappers (Cook, Inside Elections, Sabato) are calibrated to a more Republican-friendly environment than polling-based models imply, concluding In that type of political environment, Democrats would have little chance to win in red states like Iowa and Texas; the Senate would almost certainly stay in Republican hands. https://mishtalk.com/economics/sabatos-crystal-ball-has-5-tossup-senate-seats-cook-political-has-7/ - [2026-09-22] Even after its most recent Democratic-friendly shift, Sabato's Crystal Ball still rates Iowa's Senate seat only as a Toss-up (moved from Leans Republican), not Lean/Likely Democratic — i.e., the single most authoritative recent rating change still stops short of favoring the Democrat. https://centerforpolitics.org/crystalball/2026-rating-changes/ - [2026-09-25] IA-01 forecasting shows deep uncertainty rather than a clear Democratic lean: a polling-aggregation model puts Bohannan at 52% with an "Uncertainty score: 100/100 (high)" and a wide 32.2-point confidence interval, explicitly cautioning: Key drivers: only 0-1 recent polls; wide forecast CI (32.2pp). Treat any single point estimate with extra caution. https://poliagg.com/race/us-house-2026-ia-1/ - [2026-08-26] Ticket-splitting evidence undercuts the idea that Sand's gubernatorial strength will carry federal Democrats to victory: Emerson/Suffolk-adjacent polling shows voters pulling Hinson for Senate while backing Sand for governor, and Cook's Senate editor cautioned the GOP seats remain nominally "Lean" rather than Democratic-favored even amid tightening polls (per the Aug 26 report already cited by colleagues), implying split outcomes rather than a clean sweep are the modal scenario. https://thehill.com/homenews/campaign/6012287-sand-hinson-lead-iowa-races/ BOTTOM LINE: The strongest NO case rests on (1) IA-02 still lacking any Democratic-favorable polling and carrying real structural/model-based Republican advantages, (2) persistent voter skepticism (literally majorities who say they expect the GOP Senate candidate to win even while trailing in topline polls), and (3) Iowa's 18-year Senate drought for Democrats plus expert ratings (Sabato) that, even after their most recent Democratic-leaning revision, stop at "Toss-up" rather than favoring Turek — all of which mean a clean five-for-five Democratic sweep still requires multiple genuinely uncertain or Republican-leaning races to break the same direction simultaneously. NOT FOUND: No October (post-Oct 1) public polling specific to IA-02 or IA-03 individually; no updated Cook/Sabato rating for IA-02 or IA-03 after Sept 25; no direct market-implied probability for the combined five-race Kalshi contract itself.
3. Forecasters 5 draws · Opus 5.5 + GPT-5.6 Sol · plain mean
claude-opus-5-5
55% conf
Yes 29%
No 71%
(0) Nothing is resolved. The election is November 3, 2026, and the resolution source (Iowa SOS results) returned a 404, so no result exists yet. (a) About one month remains until election day; final certification follows before the January 1, 2027 close. (b) If today's ratings hold, the status quo is a split outcome: Governor Lean D (Cook; Polymarket about 84.5% D), Senate a toss-up (polls range from Hinson +5 to Turek +8, average about D+2), IA-01 and IA-03 toss-ups that markets now price D-favored, and IA-02 Lean R (Cook) with models still giving Mitchell an edge. (c) NO: Hinson holds the Senate seat on Iowa's R+6 lean and voter expectations (59% expect her to win), or Mitchell holds the open IA-02. Any single GOP hold kills the sweep. (d) YES: the D+9 generic-ballot wave and Iowa Trump approval at -18 carry all five correlated races together, as independents break for Democrats. A cross-check: Polymarket prices exactly 3 Democratic House seats (in practice IA-01 through IA-03, since IA-04 is near 0%) at about 41.5%. Given a House sweep, the Governor (about 0.92) and Senate (about 0.75) are likely, which gives roughly 0.415 × 0.92 × 0.75 ≈ 0.29. That closely matches the Kalshi anchor of 30% (bid 29 / ask 32), so I stay near the market at 0.29.
claude-opus-5-5
55% conf
Yes 28%
No 72%
(0) Not resolved. The election is November 3, 2026, and the resolution-source fetch failed, so no results exist yet. (a) The vote is about a month away and the market closes 2027-01-01. Democrats must win all five races: IA-01, IA-02, IA-03, the Senate seat and the Governorship. (b) Status quo: Republicans hold all four federal seats and the governorship. On current ratings, the most likely outcome is a mixed result: Sand favored for Governor (Cook Lean D, Polymarket about 85%), the Senate a toss-up (Cook and Sabato Toss Up, polls ranging from Hinson +5 to Turek +8), IA-01 and IA-03 toss-ups that markets lean Democratic, and IA-02 still Lean R. (c) NO: Hinson holds the Senate seat on Iowa's R+6 fundamentals (59% of poll respondents still expect her to win), or Mitchell holds IA-02, where Psephologix gives the Republican 82%. Any single Republican win kills YES. (d) YES: the national wave (generic ballot D+9 to D+12, Trump at -18 net approval in Iowa) lifts every correlated race together, as in a 2018-style flip with a stronger top of the ticket. Quantitatively, Polymarket prices Democrats winning exactly 3 Iowa House seats (effectively IA-01/02/03, since IA-04 is safe R) at about 41.5%. Conditional on that, the Senate is perhaps 70% and the Governorship about 95%, giving roughly 0.27. That is consistent with the Kalshi anchor of 30% (bid 29/ask 32). I see no unpriced information strong enough to deviate much, so I shade slightly below the anchor.
claude-opus-5-5
50% conf
Yes 28%
No 72%
(0) Nothing is resolved yet. The election is November 3, 2026, and all five races are still open. The SOS results page returned a 404, so there was no resolution-source read. (a) About one month remains until election day; results will certify well before the January 1, 2027 close. (b) Status quo: Republicans hold all five seats today, but polling points to a mixed result. Sand leads for governor (Cook Lean D; Polymarket about 84.5% D). The Senate is a toss-up: the Fox poll has Turek +2, Emerson has Hinson +5, Marist has Turek +8. IA-01 and IA-03 are toss-ups, and IA-02 is still Lean R. (c) NO: Hinson holds the Senate seat on Iowa's R+6 fundamentals, or Mitchell holds the open IA-02 seat. Psephologix gives Mitchell 82%, and there is no Democratic-favorable IA-02 polling. Either one alone breaks the sweep. (d) YES: the D+9 generic ballot and Trump at -18 net approval in Iowa produce a correlated wave that carries all three House seats along with Turek and Sand. Polymarket's 'exactly 3 House seats' contract at 41.5% means all of IA-01, IA-02 and IA-03 flip, since IA-04 is safe R. Conditioning on that wave, I put Sand at about 0.95 and Turek at about 0.7, which gives roughly 0.28. That is close to the Kalshi anchor of 30% (bid 29/ask 32). I find no unpriced information strong enough to move far from it, so I shade slightly lower given IA-02's weak evidence base.
gpt-5.6-sol
68% conf
Yes 29%
No 71%
(0) The resolving condition has not been met: voting occurs November 3, 2026, and the designated Iowa results page could not be read because the resolution-source request returned HTTP 404, so Democrats must still win all five named races. (a) There are 32 days until Election Day, although trading formally closes January 1, 2027. (b) If the current race ratings persist, No is the status quo: Cook has the governorship Lean Democratic, the Senate plus IA-01 and IA-03 as toss-ups, and IA-02 Lean Republican. (c) No results if Republicans win any single contest, with IA-02's Republican fundamentals, the competitive Senate race, and ticket-splitting providing several plausible paths. (d) Yes results if the D+9-level national environment and weak Trump approval generate a correlated Democratic wave that carries all three House districts while Sand and Turek win statewide. I anchor near Kalshi's 30% Yes price and shade it to 29% because the favorable correlation among the races makes a sweep substantially more plausible than multiplying independent odds, but Iowa's R-leaning history, absent district polling, and the fact that no House seat is rated Democratic prevent a stronger Yes estimate.
gpt-5.6-sol
66% conf
Yes 28%
No 72%
(0) The condition is neither met nor impossible: the November 3 election has not occurred, and the designated Iowa results page returned HTTP 404, so official results must still show Democratic victories in all five named races. (a) There are 32 days until Election Day, although Kalshi trading closes January 1, 2027 after results should be known. (b) If the present competitive landscape persists, No is the status-quo outcome because Cook rates IA-02 Lean Republican, IA-01 and IA-03 Toss Ups, the Senate a Toss Up, and only the governorship Lean Democratic. (c) No results if Republicans win any single contest, with IA-02's Republican fundamentals, Iowa's long Democratic Senate drought, and ticket-splitting between Sand and Hinson providing several plausible paths. (d) Yes results if the D+9 national environment and deeply negative Trump approval generate a correlated Democratic wave that carries all three House challengers while Turek and Sand win statewide. I anchor on Kalshi's 30% Yes price but move modestly down to 28% because the strongest pro-sweep House estimates rely on thin polling and less-established aggregators, while the independent Polymarket context still places only 41.5% on Democrats winning all three Iowa House seats and the sweep additionally requires both statewide victories.
4. Final plain mean of 5 draws
28% (59% confidence)
Yes: 28% No: 72%
Mean of 5 draws (0.29, 0.28, 0.28, 0.29, 0.28). (0) Nothing is resolved. The election is November 3, 2026, and the resolution source (Iowa SOS results) returned a 404, so no result exists yet. (a) About one month remains until election day; final certification follows before the January 1, 2027 close. (b) If today's ratings hold, the status quo is a split outcome: Governor Lean D (Cook; Polymarket about 84.5% D), Senate a toss-up (polls range from Hinson +5 to Turek +8, average about D+2), IA-01 and IA-03 toss-ups that markets now price D-favored, and IA-02 Lean R (Cook) with models still giving Mitchell an edge. (c) NO: Hinson holds the Senate seat on Iowa's R+6 lean and voter expectations (59% expect her to win), or Mitchell holds the open IA-02. Any single GOP hold kills the sweep. (d) YES: the D+9 generic-ballot wave and Iowa Trump approval at -18 carry all five correlated races together, as independents break for Democrats. A cross-check: Polymarket prices exactly 3 Democratic House seats (in practice IA-01 through IA-03, since IA-04 is near 0%) at about 41.5%. Given a House sweep, the Governor (about 0.92) and Senate (about 0.75) are likely, which gives roughly 0.415 × 0.92 × 0.75 ≈ 0.29. That closely matches the Kalshi anchor of 30% (bid 29 / ask 32), so I stay near the market at 0.29.
Pipeline Timing
Total pipeline time: 88.2s
Per-tool research timings shown in the Research section above.