hi j-t,
i tend to discount the national polls in favour of the state ones. gallup has been an outlier and they have had poor success in recent elections. rasmussen also is reliably red. otherwise, at the national level, it appears to be a tie and moving slightly bluewards.
i think voter enthusiasm is baked into the state polls that we read about every day. they ask folks which candidate they will vote for. if they are not sure, they float into the undecided column. this is why o's totals are less than they were last time.
taking illinois as an example, we have heard from csl that the republicans are filled with enthusiasm. yet o leads the polls by around 20%. personal experience can be awfully unreliable.
the dems have invested a great deal more in their ground game. so i doubt that is going to be a problem.
i am currently watching four or five quantitative posters. they all say the same thing. state polls make o a fairly strong favourite. somewhere around 80-90% probable to win. te betting organisations are slightly lower - around 70%.
sure, there's a chance o loses. but it is very unlikely.