John Burn-Murdoch Profile picture
Apr 9, 2021 25 tweets 9 min read Read on X
NEW: big international Covid data thread, focusing on the contest between vaccines & variants

First to the UK, where things are looking very good. The vaccine effect is still crystal clear, with more than 10,000 lives already estimated to have been saved assets.publishing.service.gov.uk/government/upl…
And critically, rates of cases, hospitalisations and deaths are all falling among both the most and least vaccinated age groups.

Those straight blue lines represent constant rates of decline among the most-vaccinated, completely unaffected by the reopening of schools.
It’s not just the very elderly who are benefiting, either. This chart (concept from @JamesWard73) shows that as the UK’s vaccination rollout has progressed down through the age groups, so has the vaccine effect. It’s amazing how clear the pattern is.
And note how on the original chart, even the least-vaccinated age groups are seeing cases fall. This is also clear in today’s ONS update, which finds no surge among school-aged children.

All suggests vaccines are reducing transmission as well as protecting against infection.
But UK began vaccinating in a better position than most countries. B.1.1.7 was already being beaten back by strict winter lockdown (📉 lines both among vaccinated and unvaccinated)

Vaccines were tasked not with fighting a rising outbreak, but with accelerating an ongoing decline
Cross the channel to France, and things look different. There’s still a very clear vaccine effect 💉💪 but rates of cases and admissions have been rising even among the older, most-vaccinated groups.

This is what happens when vaccinations and B.1.1.7 roll out at the same time.
Key thing to note here is there’s nothing to suggest the vaccines are struggling with B.1.1.7 (as we also know from lab data).

The share of cases, admissions and deaths among the elderly (most-vaccinated) population continues to fall, in some cases even accelerating its decline.
But what the French example illustrates is that while a vaccination campaign is still in its early stages, vaccines change the *level* of an outbreak, they don’t change its *direction*.
The vaccinated are far less likely than the unvaccinated to catch Covid or become seriously ill, but if a new variant sends rates rising overall, they’ll rise among the vaccinated too.

In such a scenario the vaccines are very much still working, but they can’t turn back the tide
And this brings us to the US, where B.1.1.7 is now surging.

The US is a month or two behind France in this regard, but has a big head-start in terms of vaccination rollout.
There’s already a clear and well-established vaccination effect in the US, with hospitalisation rates falling fastest and furthest among the vaccinated.

Cases and deaths look similar (see our story last month ft.com/content/78bb2c…)
But the steady overall downward trend may be coming to an end.

Michigan is leading a B.1.1.7-induced resurgence, with Covid hospital admissions climbing at a concerning rate. Other states are rising, too (read more here from @christinezhang ft.com/content/805702…)
Going through a B.1.1.7 surge is no fun, and this will be no different in the US than it has been everywhere else

More people will be infected, more will be hospitalised and more will die. But the rapid US vaccination rollout means it will suffer much less than many other places
Which other places are those?

Test positivity rates are currently climbing in dozens of countries around the world, in some cases very rapidly. The US is seeing one of the fastest resurgences globally, but starts with much more vaccine protection than all other countries here.
Particularly concerning is India, where some thought herd immunity may have been reached.

It had not.

Case rates are doubling every 5 days in Delhi.

There’s insufficient sequencing to track variants, but it’s likely they’re involved (our story: ft.com/content/38f539…)
Testing has been expanded in India to keep up with the resurgence, but despite more testing, the percentage of tests coming back positive is still climbing.

Even on this more conservative measure, rates are doubling in under a week in many regions.
Lots of Latin American countries are seeing resurgences, with the Brazilian P.1 variant heavily involved.

This is especially grim news considering the region is already the hardest-hit in the world, with more than a million excess deaths already recorded
A lot of us might have thought we’d be on a relatively steady, linear path out of Covid by now.

The examples of France, India and Brazil show how the variants and or slow vaccine rollout can hinder progress to the finish line.
But there are still far more reasons for optimism than pessimism. One example: data from Israel suggests new variants are *not* escaping vaccine-acquired immunity
So don’t get me wrong, we’re on the way out of this. Several countries are very nearly there.

Here is a new chart that we should all be watching over the coming months, as countries seek to follow Israel’s lead and reach the Covid endgame:
For much of the last year, we’ve lived with restrictions to save lives. What we want now is for societies to reopen *without* risking illness & deaths.

That’s the bottom-right quadrant here: people spending more time socialising at bars & cafés, while cases continue to fall.
So there we are. This was a long thread, encapsulating weeks’ worth of our coverage, but I hope it’s been worth the wait.

As usual, do hit me up with any questions and comments, and you can keep track all of the FT’s Covid-19 coverage here: ft.com/coronavirus
One more note:

There’s been some alarmist reporting that the situation in Chile shows that its vaccination campaign isn’t working

The data suggest otherwise. As in France, rates are rising much more slowly [if at all] among the most-vaccinated age groups
And here’s our story on Chile ft.com/content/89992b…
Edit: original version of this chart exaggerated the steepness of the US trajectory

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More from @jburnmurdoch

Nov 8
My wish for the next election is that poll trackers look like the one on the right 👉 not the left

This was yet another election where the polling showed it could easily go either way, but most of the charts just showed two nice clean lines, one leading and one trailing. Bad! Image
Pollsters and poll aggregators have gone to great lengths to emphasise the amount of uncertainty in the polls in recent weeks...

But have generally still put out charts and polling toplines that encourage people to ignore the uncertainty and focus on who’s one point ahead. Bad!
The thing about human psychology is, once you give people a nice clean number, it doesn’t matter how many times you say "but there’s an error margin of +/- x points, anything is possible".

People are going to anchor on that central number. We shouldn’t enable this behaviour!
Read 11 tweets
Nov 7
We’re going to hear lots of stories about which people, policies and rhetoric are to blame for the Democrats’ defeat.

Some of those stories may even be true!

But an underrated factor is that 2024 was an absolutely horrendous year for incumbents around the world 👇 Image
Harris lost votes, Sunak lost votes, Macron lost votes, Modi (!) lost votes, as did the Japanese, Belgian, Croatian, Bulgarian and Lithuanian governments in elections this year.

Any explanation that fails to take account for this is incomplete.

More here ft.com/content/e8ac09…
Did Biden hold on too long?

Has progressive politics alienated some Hispanic and Black men?

Yes and yes, but taking action to address those issues probably wouldn’t have produced a fundamentally different outcome.
Read 7 tweets
Oct 15
“The NHS has too many managers” latest
Many of the NHS’s difficulties can be traced back to the deep cuts in manager numbers.

Fixing this doesn’t just unblock waiting lists, it also gives doctors more time to be doctors, and alleviates the stress and poor morale that come from having to do things that aren’t your job Image
Here’s another fun NHS low hanging fruit example:

A trial last year found that by running two operating theatres side by side, they cut the time between operations from 40 minutes to 2, and were able to do a week’s worth of surgeries in one day thetimes.com/uk/article/lon…Image
Read 5 tweets
Oct 4
NEW: we may have passed peak obesity 🎉📈📉🙏

In what might be one of the most significant trends I have ever charted, the US obesity rate fell last year. Image
My column this week is about this landmark data point, and what might be behind it ft.com/content/21bd0b…
We already know from clinical trials that Ozempic and other GLP-1 drugs produce sustained reductions in body weight, but with mass public usage taking off — one in eight US adults have used the drugs — the results may now be showing up at population level. Image
Read 15 tweets
Aug 9
It’s really striking how the Corbynite left has migrated to the Greens.

The result is a curious coalition between the older and more Nimby environmentalist base, and the new hard left/progressive influx.

These are quite different people with quite different politics! Image
In 2019, one in ten Green voters was from the most progressive/left segment of voters; now that’s one in four.

Big difference in policy preferences, priorities and pressure on the leadership, as we’ve seen in e.g reaction to Denyer’s Biden statement.
The most glaring tension between these two types of Green is on decarbonisation, where the older Nimby base doesn’t want pylons *or even onshore wind farms* but many of the new progressive Green vote do.

Greens are actually less keen on wind farms than Labour and Lib Dem voters! Image
Read 8 tweets
Aug 4
That incredible Noah Lyles victory in chart form.

Lyles was in last place until *50m*, and then surged past the field to take it on the line. A blue streak.

Thompson led from 25m to 95m, but not when it counted. Image
Granular timing data via @jgault13 and the Olympics website
@jgault13 Bolt was the greatest ever, and his huge margins of victory were iconic, but this was the best men’s 100m race I’ve ever seen.
Read 6 tweets

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