John Burn-Murdoch Profile picture
Jan 20, 2022 12 tweets 5 min read Read on X
The steepness of Omicron’s rise and fall in South Africa really is something to behold.

Here’s Gauteng first, where it all began.

Cases, test positivity, admissions, deaths and excess deaths too all down almost as steeply as they rose, and in much less time than past waves.
We’ve all got used to comparing the height of "new daily x" charts over the last couple of years, but at the end of the day it’s not just wave height but also wave duration that determines the ultimate toll on public health, so it’s worth looking at each wave cumulatively...
And here we are:

*Daily* cases peaked close to Delta, but shorter wave means total cases much lower

With more acute outcomes it’s striking:
• Less than 40% as many hospitalisations
• 10% as many deaths, and excess deaths lower still

These numbers will rise, but not by much
Here are the same charts for the country as a whole.

Remarkably symmetrical meteoric rise and fall in cases and test positivity, with admissions, deaths and excess deaths also now all falling.
The cumulative numbers for Omicron will all keep climbing for some time yet, especially deaths, but it’s already very clear that the Omicron wave will end up being South Africa’s least lethal, possibly by a large margin.
It’s also clear that infections have passed the peak in all English regions, not just based on case numbers but also the ONS’s gold-standard random sample infection survey
Scotland, Wales and Northern Ireland too show declines in both source datasets, though the two series don’t track one-another quite as neatly outside of England.
And that’s backed up in the data from hospitals, where admissions are now falling in every UK nation and region
But... while early UK data mirrors South Africa, it may not necessarily stay that way.

Today’s English data show the rate of decline in cases has slowed, virtually to a standstill:
• Cases rising in children
• No longer falling in 35-59s (their parents’ cohort)
That pattern is what we expected, as schools drive transmission among children, and that spreads to their parents.

Question is whether this is a temporary blip in a downward trajectory, or whether it sends us back to a bona-fide second peak.

Our story: ft.com/content/8d6bdc…
One more note from England:

I’ve seen suggestions the recent rise in Covid deaths may be due to ‘incidentals’ where someone tested positive but died for other reasons.

Nope: reported Covid deaths in London still track the ONS cause-of-death series. Good news is, rise is slowing
(that last one possibly of interest to fellow nerds @PaulMainwood @JamesWard73 and of course the actuaries @ActuaryByDay @john_actuary)

ONS series is adjusted upwards in accordance with historical upward revisions for the same week last year.

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More from @jburnmurdoch

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
Mar 11
NEW 🧵:

American politics is in the midst of a racial realignment.

I think this is simultaneously one of the most important social trends in the US today, and one of the most poorly understood. Image
Last week, an NYT poll showed Biden leading Trump by less than 10 points among non-white Americans, a group he won by almost 50 points in 2020.

Averaging all recent polls (thnx @admcrlsn), the Democrats are losing more ground with non-white voters than any other demographic. Image
People often respond to these figures with accusations of polling error, but this isn’t just one rogue result.

High quality, long-running surveys like this from Gallup have been showing a steepening decline in Black and Latino voters identifying as Democrats for several years. Image
Read 33 tweets
Feb 23
The politics of America’s housing issues in one chart:

• People and politicians in blue states say they care deeply about the housing crisis and homelessness but keep blocking housing so both get worse

• Red states simply permit loads of new homes and have no housing crisis Image
And if you were wondering where London fits into this...

It builds even less than San Francisco, and its house prices have risen even faster.

That cities like London & SF (and the people who run them) are considered progressive while overseeing these situations is ... something Image
Those charts are from my latest column, in which I argue that we need to stop talking about the housing crisis, and start talking about the planning/permitting crisis, because it’s all downstream from that ft.com/content/de34df…
Read 20 tweets
Feb 9
NEW: we often talk about an age divide in politics, with young people much less conservative than the old.

But this is much more a British phenomenon than a global one.

40% of young Americans voted Trump in 2020. But only 10% of UK under-30s support the Conservatives. Why? Image
One factor is that another narrative often framed as universal turns out to be much worse in the UK: the sense that young generations are getting screwed.

Young people are struggling to get onto the housing ladder in many countries, but the crisis is especially deep in Britain: Image
It’s a similar story for incomes, where Millennials in the UK have not made any progress on Gen X, while young Americans are soaring to record highs.

Young Brits have had a much more visceral experience of failing to make economic progress. Image
Read 31 tweets
Jan 28
Quick response to this:

The confusion stems from the fact that I used the Gallup Poll Social Series, whereas the below is using the General Social Survey.

The Gallup poll samples 10,000+ people, whereas the GSS (below) only samples about 2,000 (and only about ~250 under-30s)
Folks like @EconTraina are right to say the GSS data for 2022 is dubious because they changed the sample mode.

This is precisely why I didn’t use that data.

The divergence I find is due to using a different dataset, not including a dodgy data point
Image
The reason the GSS still appears in my list of data sources is that I used it for the period before the 1998 Gallup poll began in 1998.
Read 7 tweets
Jan 26
NEW: an ideological divide is emerging between young men and women in many countries around the world.

I think this one of the most important social trends unfolding today, and provides the answer to several puzzles. Image
My column this week is on new global gender divide and its implications

But let’s dig deeper:ft.com/content/29fd9b…
We’re often told Gen Z are hyper progressive, but other surveys suggest they’re surprisingly conservative 🤔

But breaking things down by sex provides an explanation: young women are very progressive, young men are surprisingly conservative.

Gen Z is two generations, not one.
Read 31 tweets

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