John Burn-Murdoch Profile picture
Nov 11, 2021 18 tweets 6 min read Read on X
NEW: England has recorded 18 successive days of week-on-week declines in cases, its longest sequence of declines since February, suggesting its autumn/winter wave may have peaked ft.com/content/e11add…
Crucially, hospital admissions, patient numbers and deaths are now also trending downwards, as the fall in case numbers has shifted from being youth-driven into all age groups.

These acute indicators look to be topping out at 10-20% of last winter’s peak levels.
A key factor here has been England’s booster rollout.

Antibody levels in the oldest groups (vaccinated the earliest) had been slowly eroding as the months passed, but in the last 5 weeks they have shot back up as third doses have gone into arms 💉💉💉💪💪💪
The result is that rates in England are now falling fastest for the elderly. This is true both for cases...
...and for hospital admissions.

Of course, this data is noisy and there are many factors that could explain why rates may fall faster or slower among one group than another, but the combination of third doses, antibodies, cases and admissions paint a persuasive picture.
So the situation in England looks promising. What of the rest of Europe?

No country is avoiding the winter wave, with cases climbing right across western Europe, and acute metrics following suit. Several now exceed UK’s peak cases & ICU patients, and may soon exceed on deaths.
The picture is worse in central Europe, where ICU occupancy and death rates now exceed UK levels in almost all countries, and are still rising fast.
Looking further east, many countries’ waves began earlier and now look to be subsiding, but they’re subsiding from staggeringly high levels, with several nations setting new records for deaths almost two years into the pandemic.
Another way of looking at this is to measure each metric for each country relative to its peak level before this winter.

When we do this, the impact of vaccines is very clear, and shows up in two ways:
First, the simple height of the current wave.

In countries with high vaccine coverage, cases remain well below past peaks.

Where vax rates are low, peaks have been exceeded, in some cases shattered...
...and second, the ratio of the acute metrics to cases.

In well-vaxxed Netherlands and UK, cases have climbed close to past peaks, but hospitalisations & deaths remain at lower levels

But in countries where many are yet to get their 2nd dose, deaths rise in lockstep with cases.
Among richer western European countries, there is growing concern over the situation in German-speaking countries, where numbers of people yet to receive a single dose are much higher than elsewhere.

High levels of vaccine scepticism are thought to be key ft.com/content/f04ac6…
I’ll end this roundup with a note of caution for England/UK.

I know I started this thread with good news — and the news is good! — but we need to consider the context in which these numbers are unfolding.
NHS waiting lists soared during the pandemic with 1.5m more people now waiting for treatment, and as hospitals try to work through the backlog, there’s incredibly little headroom in the system.

Any uptick in Covid patients pushes non-Covid patients out ft.com/content/541595…
If we look at critical-care beds only, you can see how the dynamics play out.

Hospitals can repurpose general beds for ICU, but not without cost. Capacity for non-Covid critical-care patients was halved last winter due to the Covid wave.
To be clear, there is absolutely no sign that we will see Covid admissions get anywhere near last winter’s levels. But more people in hospital seriously ill with Covid means fewer other people being treated for serious, life-affecting illness and injury.
To conclude:
• Promising signs English/UK wave is receding, aided by boosters
• Rest of Europe’s winter wave in full swing, with particular concern for poorly-vaxxed countries + Germany, Austria, Switz.
• When NHS says current situation is very tough, they’re not making it up
As usual, please let me know if you have any questions, comments, feedback, criticism.

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More from @jburnmurdoch

Apr 11
NEW 🧵

The number of people travelling from Europe to the US in recent weeks has plummeted by as much as 35%, as travellers have cancelled plans in response to Trump’s policies and rhetoric, and horror stories from the border. Image
Denmark saw one of the steepest declines, in an indication that anger over Trump’s hostility towards Greenland may be contributing to the steep drop-off in visitor numbers. Image
Corporate quotes are usually pretty dry, but the co-founder of major travel website Kayak wasn’t mincing his words: Image
Read 5 tweets
Apr 4
NEW 🧵

A quick thread of charts showing how Trump’s economic agenda is going so far:

1) Trump has had the same impact on economic uncertainty as a global pandemic. Image
2) That was just the US version.

What’s particularly impressive is that he’s managed this on a global scale.

Starting to get the feeling that “Trump” annotation is going to be the chart equivalent of a layer of volcanic ash in the fossil record. Image
3) US consumers are reacting very very negatively.

These are the worst ratings for any US government’s economic policy since records began. Image
Read 11 tweets
Mar 14
NEW 🧵: Is human intelligence starting to decline?

Recent results from major international tests show that the average person’s capacity to process information, use reasoning and solve novel problems has been falling since around the mid 2010s.

What should we make of this? Image
Nobody would argue that the fundamental biology of the human brain has changed in that time span. People’s underlying intellectual capacity is surely undimmed.

But there is growing evidence that the extent to which people can practically apply that capacity has been diminishing.
For such an important topic, there’s remarkably little long-term data on attention spans, focus etc.

But one source that has consistently tracked this is the Monitoring The Future survey, which finds a steep rise in the % of people struggling to concentrate or learn new things. Image
Read 15 tweets
Mar 7
NEW: The actions of Trump and Vance in recent weeks highlight something under-appreciated.

The American right is now ideologically closer to countries like Russia, Turkey and in some senses China, than to the rest of the west (even the conservative west). Image
In the 2000s, US Republicans thought about the world in similar ways to Britons, Europeans, Canadians.

This made for productive relationships regardless of who was in the White House.

The moderating layers around Trump #1 masked the divergence, but with Trump #2 it’s glaring. Image
In seven weeks Trump’s America has shattered decades-long western norms and blindsided other western leaders with abrupt policy changes.

This is because many of the values of Trump’s America are not the values of western liberal democracies.

My column: ft.com/content/304601…
Read 5 tweets
Feb 24
NEW: updated long-run gap in voting between young men and women in Germany:

The gender gap continues to widen, but contrary to what is often assumed, young men continue to vote roughly in line with the overall population, while young women have swung very sharply left. Image
Here’s my original analysis from last year: ft.com/content/29fd9b…
The key stats:

Young men’s AfD vote is somewhat higher than the national average (25% vs 21%), but their leftwing vote is also above average (15 vs 9).

Whereas young women’s AfD vote is significantly lower than average (14 vs 21), and leftwing vote far higher (34 vs 9).
Read 4 tweets
Nov 8, 2024
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

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