Down Ticket is Yahoo News’ complete guide to the most fascinating House, Senate and governors’ races of 2016. Coming to you every Tuesday and Thursday until Nov. 8. What you need to know today.

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North Carolina was supposed to be a purple state. But Democrats are suddenly ahead in all the big races. What’s going on?

If you want to understand the larger dynamics at play in the 2016 election — and how they are reshaping the clash between Republicans and Democrats in real time, from the top of the ticket to the bottom — there’s no better place to look than North Carolina.

And that’s a problem for the GOP.

Once upon a time, the Tar Heel State was reliably Republican, at least on the presidential level. Sure, Jimmy Carter — a southern governor with strong Evangelical ties — won there in 1976. But otherwise N.C. voted for every GOP nominee from Richard Nixon in 1968 to George W. Bush in 2004, and much of the time it wasn’t even close: George H.W. Bush trounced Michael Dukakis 16 percentage points in 1988, and his son defeated another Massachusetts Democrat, John Kerry, by more than a dozen points 16 years later.

That’s why it was such a big deal when Barack Obama inched past John McCain in North Carolina in 2008; his win seemed to signal some sort of shift. Still, Obama’s minuscule margin of victory — a mere 14,177 votes — suggested that, rather than voting Democratic from here on out, N.C. voters would be toggling back and forth between the parties. The fact that Mitt Romney recaptured the state in 2012 while losing nationally only confirmed the conventional wisdom: North Carolina might not be a solid red state any more, but it certainly hadn’t transformed into a solid blue state, either.

What to make, then, of the latest N.C. polling?

According to an NBC/Wall Street Journal survey conducted between Aug. 4 and 10 by Marist College — one of only two firms awarded a statewide accuracy grade of “A” by FiveThirtyEight — Hillary Clinton now leads Donald Trump by a staggering 9 percentage points in North Carolina. Down ballot, incumbent Republican Sen. Richard Burr is trailing Democratic challenger Deborah Ross by 2 points among registered voters, 46 percent to 44 percent. And in North Carolina’s gubernatorial race, incumbent Republican Gov. Pat McCrory is losing by 7 points to Democratic challenger Roy Cooper, who leads 51 percent to 44 percent.

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Of course, one poll does not a blue state make. But the recent trend lines are not encouraging for the GOP.

FiveThirtyEight specializes in forecasting election results. To do so, the group’s model combines a “weighted, adjusted polling average for each state” with “demographic data,” then “simulates the election 10,000 times to get each candidate’s chance of winning.” From July 17 to Aug. 1, the FiveThirtyEight model gave Trump a better chance of winning North Carolina than Clinton; his odds peaked at 63.5 percent. But this month, as the polling has shifted in Clinton’s favor, the two candidates have traded places — and the gap between them has continued to widen. Currently, Clinton is a 3-to-1 favorite.

Meanwhile, North Carolina’s marquee down-ballot races appear to moving in the same direction. McCrory led in pretty much every early poll. But Cooper, his Democratic challenger, has come out ahead in six of the 10 surveys released since the start of spring. (Of the other four, two showed a tie, and the remaining two — the only polls since March to give McCrory the edge — were conducted by a conservative group.) Cooper’s position seems to be improving as well. In July, Marist showed him up by 4 percentage points; now, one month later, his lead has nearly doubled.

The picture isn’t quite as clear in the Senate race, but early evidence of a shift may be emerging. Burr finished first in every survey released before the presidential nominating conventions (and Trump’s subsequent slide in the national polls). But only two N.C. soundings have come out since then, and one of them — again, from Marist — shows Ross taking the lead. A month ago, the Democrat trailed in the same poll by a dispiriting 7 percentage points; now she’s up by 2. That 9-point swing could be a fluke. Or it could be a sign of things to come.

Either way, the proof is piling up: North Carolina appears, for now, to be breaking toward the Democratic ticket much faster, and more decisively, than anyone anticipated. In 2008, the Obama campaign was ecstatic to win the state by 0.32 percentage points. But now, if current trends continue, Clinton could clobber Trump by 5 points and propel a new Democratic senator and governor into office with her.

So what’s going on in the Tar Heel State? And what does it say about the 2016 election as a whole?

There seem to be two factors at work here. The first is a combination of broader demographic changes that would have affected the race regardless of who was running. As analyst Jennifer Duffy of the Cook Political Report recently put it, North Carolina is “becoming less of a Southern state and more of a Mid-Atlantic state.” Arit John of Bloomberg Politics elaborates:

The shift has been fueled by an influx of new residents from out-of-state to city centers like Raleigh and Charlotte. Between 1990 and 2010, the number of North Carolinians who lived in a city with 75,000 people or more rose from 17 percent to 28 percent, according to Rebecca Tippett, the director of Carolina demography at UNC-Chapel Hill’s Carolina Population Center. During the same period the state’s population grew from 6.7 million to 9.6 million. As it continues to become less rural and more urban, Democrats stand to benefit.

Why? Because the kinds of voters who are driving this trend — college-educated whites drawn to North Carolina’s burgeoning Research Triangle region and Latino immigrants lured by the state’s fast-growing economy — tend to be Democrats already. In November, Cook expects college-educated whites to comprise 35 percent of the North Carolina electorate, up from 33 percent in 2012; at the same time, the share of the state’s white voters who didn’t attend college is projected shrink from 37 percent to 33.8 percent. Likewise, only 10,000 Latinos were registered to vote in North Carolina in 2004; today the number is 135,000. Over the long haul, these are the groups that are turning N.C. purple.

Then there’s the second factor to consider: Donald Trump.

Unlike North Carolina’s changing population patterns, Trump isn’t a long-term trend. He’s a much more immediate concern. Still, he should frighten North Carolina Republicans, because his nationwide decline has coincided with McCrory and Burr’s slipping numbers in the state — and that suggests some sort of connection.

We’ll need to see more polling before we draw any definite conclusions, but it isn’t hard to hypothesize about what that connection might be. The voters who have gradually been making North Carolina more urban and purple — again, college-educated whites and Latinos — just so happen to be the exact voters among whom Trump is performing his worst.

The data tells the tale. According to Fox News, Trump is currently pulling down a paltry 20 percent among Latinos — well shy of the 40 percent that George W. Bush won in 2004 or even Romney’s lackluster 27 percent. At the same time, Clinton is trouncing Trump by 8.7 percentage points among college-educated whites — a demographic that Romney actually won by 14 percentage points four years ago.

A Republican presidential nominee who appealed to Latinos and college-educated whites — someone like, say, Marco Rubio — might have slowed North Carolina’s leftward momentum. (And Virginia’s, and Colorado’s — the demographic trends are similar.) By the same token, a nominee like Trump, who repulses these groups in particular, could have the power to speed it up — and perhaps drag the rest of the ticket down with him.

(That’s part of the reason Clinton and her allies are bombarding the state with TV ads. So far, Trump has let their attacks go largely unanswered.)

If the GOP can convince voters in North Carolina and elsewhere not to punish down-ballot candidates for Trump’s transgressions, they may salvage control of the Senate and rescue some endangered governors. But right now, the Tar Heel State seems to be gravitating the other way. That’s not a good sign for the GOP.

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Poll Position

A weekly look at the latest down-ticket data

There’s good news and bad news for Republicans in this week’s latest polls.

Let’s start with the good news.

Despite giving Hillary Clinton a 9-point advantage over Donald Trump in Florida — and despite the fact that 6 of the 8 Republicans running in top-tier Senate races have been polling worse since the conventions — a new Monmouth University survey suggests that Sen. Marco Rubio is bucking both trends and leading the two Democrats vying to challenge him this fall. (Florida’s U.S. Senate primary is Aug. 30.) According to Monmouth, Rubio currently holds a 48 percent to 43 percent lead over Rep. Patrick Murphy, his likeliest opponent; Rubio’s lead over Rep. Alan Grayson is larger, at 50 percent to 39 percent.

Why is Rubio — a late entrant who initially promised to retire from the Senate at the end of the year — performing so much better than GOP senators elsewhere? The Monmouth poll contains a few clues.

First of all, he’s very well-known — and relatively well-liked. More Florida voters approve (47 percent) than disapprove (39 percent) of the job Rubio has done in the Senate, and 40 percent see him favorably. Only 33 percent have an unfavorable view of the guy. Meanwhile, 68 percent of Floridians have no opinion of Murphy. When one of your choices is a former presidential candidate and the other is someone you’ve never heard of, the presidential candidate tends to do fairly well.

Secondly, Trump isn’t hurting Rubio the way he’s hurting other senators, such as New Hampshire’s Kelly Ayotte. Sixty-three percent of Florida voters aren’t even aware that Rubio eventually endorsed the Republican nominee. They’re probably more familiar with the remarks Rubio made about Trump during the presidential primaries (“this guy is a con artist”) than the remarks he’s made about Trump since then (“the time for fighting each other is over”). And Rubio should try to keep it that way: Of the Floridians who knew about his Trump endorsement, 25 percent told Monmouth that it would actually make them less likely to vote for Rubio. Only 9 percent said the opposite.

Now for the bad news.

Monmouth also released an Indiana poll this week, and in many ways, it’s the reverse image of Florida. Boosted by his selection of Hoosier State Gov. Mike Pence for VP, Trump is currently leading Clinton by 11 percentage points among likely voters.

But unfortunately for the GOP, that boost doesn’t seem to be extending down-ballot. In the state’s open-seat Senate race, former Democratic Sen. Evan Bayh — who, like Rubio, only launched his comeback bid earlier this summer — leads his GOP opponent, Rep. Todd Young, 48 percent to 41 percent.

Like Rubio, Bayh — who served two terms in the Senate after serving two terms as governor — is well-known and well-liked in Indiana. Nearly half of Indiana voters (46 percent) have a favorable view of Bayh, while just 19 percent view him unfavorably. Hoosiers aren’t as familiar with Young; a majority (55 percent) have no opinion of him at all.

So far, Bayh’s popularity seems to be serving him well. While professional Republicans have been attacking his work as a lobbyist and questioning his claims that he stayed in Indiana after leaving the Senate in early 2011, actual Republican voters seem relatively unperturbed. In fact, according to Monmouth, 16 percent of Trump voters are planning to split the ticket and vote for Bayh as well.

The same cannot be said of Clinton voters: only 3 percent plan to vote for Young.

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The trickle-down effect of Trump’s latest campaign shakeup

The big news in presidential politics this week was Donald Trump’s decision to “shake up” his campaign and bring in Breitbart News Executive Chairman Steven K. Bannon as CEO. There’s already been plenty of press about Bannon and how he will influence Trump. Short version: Bannon will encourage the Donald to be the Donald — combative, uncouth, controversial.

Or as Trump told a Wisconsin interviewer earlier this week: “I don’t want to change. Everyone talks about, ‘Oh, well, you’re going to pivot.’ I don’t want to pivot.”

But so far there’s been less talk about what sort of effect Bannon’s presence will have on Trump’s relationship with the Republican Party — especially in the timing of what many regard as an inevitable shift of RNC resources from Trump’s campaign to down-ballot races.

What we know: Trump’s new campaign boss “hates — really, really, really hates — the Republican establishment.” As the Daily Beast reports, Bannon has used his perch at Breitbart to “make the case that House Speaker Paul Ryan is a liberal globalist trying to sell out the American worker to foreign Islamist shills.” Also, “under [Bannon’s] tenure, Breitbart turned its guns on establishment Republicans like Senate Majority Leader Mitch McConnell and Sen. John McCain,” with Bannon himself taking aim at former Republican House Speaker John Boehner, alleging “he was involved in a ‘scheme’ for political contributions.”

What we think we know: That this sort of attitude won’t encourage party unity — and may even convince the GOP to throw Trump overboard earlier than expected. Here’s the CW starting to take shape:

top GOP strategist tells me Trump campaign shakeup will accelerate party move to shift resources toward House/Senate races, away from Trump — John Harwood (@JohnJHarwood) August 17, 2016

Stay tuned for more.

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Bai: Why it’s smart politics for GOP leaders to cut Trump loose

In his latest must-read, Yahoo News National Political Columnist Matt Bai takes issue with Republican leaders — Paul Ryan in particular — for failing to disavow Donald Trump and devote themselves to saving down-ballot candidates instead.

“Trump’s probably not going to win in November anyway, and party leaders want to be able to move on with an intact party and maybe even an expanded, energized base,” Bai explains. “But let me offer an alternative way to look at it.”

The crux of Bai’s argument is that GOP’s current wishy-washy strategy “ignores everything we know about pop-up political movements.” More from his column:

What Republicans should have learned from the tea party uprising is that you don’t really appease or absorb these kinds of rebellions. Their guiding principle is to upend party establishments, which is why John Boehner is home in Ohio now, despite having twisted himself like a yogi to avoid alienating the party’s angriest new voices. Ron Paul’s voters didn’t become party loyalists. Neither did Ted Cruz’s. And Trump’s won’t, either. By not more explicitly renouncing Trump’s increasingly appalling campaign, Ryan and the others may well be fumbling the more genuine opportunity to expand their party’s appeal. More and more Americans, and particularly younger voters, are wary of party politics, mainly because they suspect — rightly — that leaders too readily subvert Americans’ overarching interests to their own partisan agendas. This is, at the moment, a much larger problem for Republicans than it is for Democrats. According to the latest data from Pew Research, only about a third of the public sees the Republican Party favorably. (The Democratic number is more than 10 points higher.) If Ryan, as the country’s ranking Republican, were to finally say enough is enough — that, whatever the consequences to himself or his party, he could no longer endorse Trump’s candidacy and hope to teach his children anything about decency and public service at the same time — then he would send a powerful signal to those voters. He’d be saying that conscience still exists in politics, which is exactly what Cruz got across in his convention speech, and I’m betting it serves him well. If you want to know what standing on principle does to your credibility with voters, look at John Kasich in Ohio. He pointedly declined to endorse Trump or attend his convention down the street, and his approval rating is near 60 percent while other governors are tanking.

Do you buy Bai’s argument? Do you think the rewards of dumping Trump outweigh the risks — especially for down-ticket Republicans? Let us know on Twitter: @andrewromano

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The best of the rest

Senior Republicans are quietly advising the RNC NOT to pull cash from Trump. @mkraju tells you why: https://t.co/ZLvwWtssU8 — Phil Mattingly (@Phil_Mattingly) August 17, 2016

First on CNN: Romney conducting donor outreach for Rubio @CNNPolitics https://t.co/x8ATsFSn1e — Chris Moody (@moody) August 18, 2016

Ryan to Cover 12 States Campaigning for House Candidates in August https://t.co/7FkQBcMgso pic.twitter.com/Wsl8l64dDC — CQ Now (@CQnow) August 17, 2016

Senate Republicans Fear That John McCain And Others Lose Big This Fall : NPR https://t.co/GGCa2c4iOv — james weaver (@maddogesq) August 18, 2016

Long a proponent of trade, @PatToomey says TPP details fall short. @KatieMcGintyPA says he’s trying to save himself: https://t.co/hynFNbBQam — Jonathan Tamari (@JonathanTamari) August 17, 2016

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Countdown

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