John Burn-Murdoch Profile picture
Apr 21, 2021 17 tweets 7 min read Read on X
NEW thread: here’s the latest data on how vaccines are fighting Covid.

My India tweets earlier were grim, but these are more optimistic

Vaccines are working in the UK ✅, working in the US ✅, and contrary to alarmist reports, they’re working in Chile ✅ ft.com/content/d71729…
First, some more detail on the UK.

Cases, hospital admissions and deaths have fallen steeply among all groups (the 'restrictions effect'), but have fallen furthest and fastest among the older, most-vaccinated groups (vaccine effect).
(For anyone wondering why the UK deaths lines are getting bumpy, that’s a good thing:

The numbers are now so small — 20 Covid deaths per day — that random variation starts making things look noisy)
And it’s not just the very elderly who are benefiting. This chart (concept from @JamesWard73) shows that as UK vaccinations have progressed down through the age groups, so has the vaccine effect, with under-60s the latest to join the party.

It’s amazing how clear the pattern is!
Next, to France, where a third wave has hampered progress, but the same tell-tale signs of vaccinations are evident

Cases and hospitalisations rose in March, but climbed far slower among the most-vaccinated age groups. Deaths kept falling among the elderly despite 📈 among young
The resurgence of the pandemic in France — and many other countries in recent weeks — was fuelled by the arrival of the 'UK variant' B.1.1.7.

By March, it had become the dominant variant across all of Europe and is now spreading across North America.
B.1.1.7’s arrival in the US threatened one of the world’s most impressive vaccination rollouts, but as in France the data suggest the vaccines are prevailing 🙌

B.1.1.7 sent hospitalisations rising, but only among the [less vaccinated] young. Rates among elderly continue to drop
Sternest test for vaccines has come in Chile, where China’s Sinovac jab was rolled out during a third wave.

But again, the data suggest they’re working.

ICU occupancy has more than doubled among younger adults 📈, but is falling among age groups prioritised for vaccination 📉🙌
It’s the true that Sinovac is less effective than the likes of Pfizer, AstraZeneca and Moderna, especially after one dose (read @DubeRyan’s WSJ story here wsj.com/articles/first…), but after two doses, it delivers good efficacy and is keeping people out of ICU, saving lives.
So we now have clear, real-world data from many countries showing that third wave or no third wave, B.1.1.7 or no B.1.1.7 (and there’s lots of P1 in Chile, too), the vaccines are reducing infections, reducing hospitalisations and reducing deaths 🙌
To be clear, the planet as a whole is still far from out of the woods.

Many countries are still battling new outbreaks. The situation in India is dreadful, and it has so far only delivered a first dose to 8% of its population.
(UK 49% ,US 39%, France 19%)
Aside from India, Latin America remains a grim hotspot.

Uruguay has reported a surge in its daily Covid-19 death toll from 1.15 per million on March 1 to 18.55 on April 15, putting it third highest in the world. Deaths are still climbing right across the continent.
Greater availability of Covid-19 data in the western world has at times given the impression the US, UK and Europe have been the hardest hit, but a more comprehensive analysis shows Latin America has unquestionably suffered the most, with all of the top five death tolls worldwide
(NB there’s no comprehensive excess deaths data in India, but local news reports show that Covid deaths are being vastly undercounted in districts across the country, so if India was in that global chart I would it expect it to be climbing the rankings)
But I don’t want do end this thread on a negative note.

This is a story about how vaccines will get us out of this, and several countries are nearly there.

The bottom-right quadrant here is the ultimate goal: more people socialising at bars & cafés, while cases continue to fall
Here’s my full story on how vaccines are prevailing ft.com/content/d71729…
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

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More from @jburnmurdoch

Jul 15
Essential chart from the new mega report on the general election by @Moreincommon_

The vast majority of people — including Reform voters — said the Tories lost because they were incompetent, not because they were too left or right wing. Image
And to the extent that people thought they were either too left or right wing, equal shares gave each answer.

There’s one very clear message and anything else is a distraction.

Full report here: moreincommon.org.uk/media/e3in12zd…
Another great chart:

When asked what were the biggest mistakes the Conservatives made in government, the common themes are not left or right, but:
• Mismanagement
• Lack of integrity
• Incompetence
• Dishonesty
• Corruption
• “They are chaotic” Image
Read 4 tweets
Jul 10
Under-appreciated stat from last week’s election:

Labour won its lowest ever share of the vote in deprived areas (<50% for the first time), and its highest ever share in affluent areas.

The result is a dramatic flattening of the class gradient in Labour support. Image
Here’s the same thing laid out as a timeline so you can see specific elections.

Interesting how Blair 1997 and Corbyn 2017 had similarly steep class gradients.

And shows how Starmer’s landslide was quite different to Blair’s. Image
This is all another side-effect of the hyper-efficient distribution of the Labour vote last week.

Very large margins in safe seats (many in very deprived areas) were squeezed, while gains in more affluent areas won seats from the Tories.
Read 5 tweets
Jul 3
The lack of enthusiasm for Labour at this election really is striking.

Among those who plan to vote Labour tomorrow, the party is much less well-liked than in 2019, 2017 or 2015 (no data before that).

Quite a flimsy voter coalition that could unravel in the absence of results. Image
The Conservatives weren’t especially popular with their backers in 2019 (mainly a vote for Brexit and against Corbyn), and this was a big part of why they fell so far since then, but Lab voters this time are even less enthusiastic about their party than Tory voters were in 2019.
Of course, all that matters tomorrow is winning more seats than the opponents, and Starmer’s Labour will manage that very easily.

But if they don’t start delivering tangible results, it wouldn’t be at all surprising to see Labour start bleeding votes in all directions.
Read 6 tweets
May 17
NEW 🧵: how Britain became gripped by the worst homelessness crisis in the developed world Image
Here the column in full

Now let’s get into the detail:ft.com/content/24117a…
Some people have responded to that chart with "That can’t be right", or "We can’t be worse than America".

I’m afraid the chart is right. 15 years ago the UK’s record on homelessness *was* not too dissimilar to other developed countries, but things have rapidly deteriorated. Image
Read 23 tweets
May 10
NEW:

There has long been a gap between people’s views of crime locally (not a big issue) vs nationally (it’s terrible out there!), but there are signs this is now happening to economic perceptions too.

My finances? Going okay. The economy? Awful.

What’s going on? Image
My column this week asks whether the media (both mainstream and social) and its incentives to maximise engagement could be playing a key role ft.com/content/8cd76c…
With crime, it’s widely accepted that the main reason for this decoupling is media coverage.

People’s sense of crime levels is based mainly on what they see on TV and read in newspapers, and much less on what they or the people they know actually experience. Image
Read 17 tweets
Apr 12
NEW: my column this week is about the coming vibe shift, from Boomers vs Millennials to huge wealth inequality *between* Millennials.

Current discourse centres on how the average Millennial is worse-off than the average Boomer was, but the richest millennials are loaded 💸🚀 Image
That data was for the UK, but it’s a similar story in the US. The gap between the richest and poorest Millennials is far wider than it was for Boomers. More debt at the bottom, and much more wealth at the top.

In both countries, inequality is overwhelmingly *within* generations, not between them.Image
And how have the richest millennials got so rich?

Mainly this: enormous wealth transfers from their parents, typically to help with buying their first home.

In the UK, among those who get parental help, the top 10% got *£170,000* towards their house (the average Millennial got zero).Image
Read 9 tweets

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