John Burn-Murdoch Profile picture
Mar 14, 2022 23 tweets 10 min read Read on X
NEW: I’m not sure people appreciate quite how bad the Covid situation is in Hong Kong, nor what might be around the corner.

First, an astonishing chart.

After keeping Covid at bay for two years, Omicron has hit HK and New Zealand, but the outcomes could not be more different. Image
After accounting for lag between infection & death, *1 in 20* cases in Hong Kong currently ends in death.

To put that into context, HK’s case fatality rate (NB different to infection fatality rate) is currently higher than England’s pre-vaccine peak. Two years into the pandemic. Image
Hong Kong doesn’t just look grim when compared to its Asia-Pacific peers.

In March 2020 we saw awful pictures from northern Italy. Last winter, UK & Portugal saw huge mortality spikes, and last summer it was Namibia, but Hong Kong has now set a new global record for daily deaths Image
The cumulative view almost looks like a glitch in the data.

Hong Kong’s total death toll has risen almost vertically in the last two weeks, shooting past not only its Asia-Pacific peers, but now European countries including Norway and Finland. And that line will keep rising. Image
Comparing Hong Kong to its peers, all of whom kept Covid largely at bay for the best part of two years, it’s extraordinary the extent to which it is an outlier in terms of the lethality of this wave.

So what’s driving this? Image
Vaccines.

Or more specifically: the elderly vaccination rate.

When Omicron hit, *more than two-thirds of people aged 80+ in Hong Kong were still unvaccinated*, compared to a couple of percent in New Zealand and Singapore. This was a year after vaccines became available. Image
Exacerbating this is that most of Hong Kong’s elderly vaccinees had China’s non-mRNA Sinovac shot, which is less effective than Pfizer etc at blocking infection.

Sinovac does fare better against severe disease, but overall this is likely to have contributed to the poor outcomes. Image
Now you might think, well, the over-80s are only a small share of the population, so surely this can’t have such an enormous impact on overall fatality rates? Image
But that would be to miss the fact that, all else being equal, older people are at far *far* higher risk of death from Covid than younger
So vax rates by age are better understood like this, with bars sized according to each age group’s baseline mortality risk.

That is a helluva lot of red, unvaxxed people. And in Zero Covid countries there are no prior infections, so these people are completely immuno-naive. Image
In a situation grimly reminiscent of England in March 2020, outbreaks have torn through Hong Kong’s care homes, killing more than 1,000 vulnerable residents in a matter of days.

Again, this is two years into the pandemic.
Here’s our full story, from @mroliverbarnes, @primroseriordan, @imandylin2 and me, on the crisis in Hong Kong and how it got there ft.com/content/6e610c…

But there’s more...
Earlier I warned about what might yet be around the corner.

Aside from Hong Kong itself, where the surge in cases in recent days is sure to have locked in hundreds more deaths, the looming crisis is mainland China, where elderly vaccination rates are only slightly better than HK Image
Around 15 million over-80s in mainland China are still unvaccinated. An astonishing number
In recent days China has locked down tens of millions in several cities, as it braces for a much worse wave than Jan 2020 where the bulk of infection was confined to Hubei province.

Story from @rwmcmorrow @primroseriordan @ruiyanggloriali @KathrinHille ft.com/content/d59c76…
Some concluding thoughts:

One thing I would hope people take away here is that this really underscores the importance of differentiating between Omicron’s intrinsic mildness and immunity-driven mildness.
In December, as Omicron took off in South Africa, many of us emphasised time and again that the observed reduction in severity in a population with lots of vax and infection was likely to be coming as much from that immunity as from intrinsic mildness
What we’re seeing in Hong Kong shows that this was true.

Omicron *is intrinsically milder* than variants like Delta, but that dip in severity is far outweighed by the huge impact of ripping through an elderly population with minimal vaccination and no prior infection.
Remember my now-infamous chart of England’s Covid infection fatality ratio? Take away mass vaccination of the vulnerable and prior infection, and you could easily end up with something looking more like this.

There’s absolutely nothing mild about Omicron here. Image
Finally, some notes and hat-tips:

1) I have Hong Kong’s case fatality ratio at around 4-5%, where Hong Kong’s official daily report puts it at 0.64%. This appears to be because they are not accounting for the lag between infection and death chp.gov.hk/files/pdf/loca…
2) @tripperhead continues to tirelessly document the toll of Hong Kong’s Omicron wave, including key exchanges from the daily press conferences. Follow him.
3) @PaulMainwood has been highlighting the implications of Hong Kong’s dire elderly vaccine uptake since January.

As the slogan said, "Pay more attention to Paul’s tweets, protect the NHS, save lives"
4) It’s not just Hong Kong currently seeing significant Covid death tolls from Omicron. The case fatality rate in South Korea is lower, but not vastly so, and it’s producing some grim results, as @VincentRK shows in this thread

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More from @jburnmurdoch

Aug 29
NEW: Progressives have a birth rate problem

For all the talk of a general fall in births, the drop is overwhelmingly driven by people on the left having fewer kids.

By ceding the topic of family and children to the right, progressives risk ushering in a more conservative world. Image
There’s something of a paradox at play here.

On the one hand, pro-natalism often implies constraining individual liberty and setting back women’s progress. As such, the left’s aversion to worrying about birth rates is perfectly natural.
But: the consequence of this emerging ideological slant in birth rates is that each successive generation gets nudged rightwards, increasing the likelihood that conservative politicians (who want to constrain individual liberty and set back women’s progress) get elected.
Read 12 tweets
Aug 8
NEW: Is the internet changing our personalities for the worse?

Conscientiousness and extroversion are down, neuroticism up, with young adults leading the charge.

This is a really consequential shift, and there’s a lot going on here, so let’s get into the weeds 🧵 Image
First up, personality analysis can feel vague, and you might well ask why it even matters?

On the first of those, the finding of distinct personality traits is robust. This field of research has been around for decades and holds up pretty well, even across cultures.
On the second, studies consistently find personality shapes life outcomes.

In fact, personality traits — esp conscientiousness and neuroticism — are stronger predictors of career success, divorce and mortality than someone’s socio-economic background or cognitive abilities.
Read 17 tweets
Jul 18
NEW:

There’s been a lot of discussion lately about rising graduate unemployment.

I dug a little closer and a striking story emerged:

Unemployment is climbing among young graduate *men*, but college-educated young women are generally doing okay. Image
In fact, young men with a college degree now have the same unemployment rate as young men who didn’t go to college, completely erasing the graduate employment premium.

Whereas a healthy premium remains for young women. Image
What’s going on?

At first glance, this looks like a case of the growing masses of male computer science graduates being uniquely exposed to the rapid adoption of generative AI in the tech sector, and finding jobs harder to come by than earlier cohorts.
Read 14 tweets
May 15
NEW with @KuperSimon

The prevailing narrative around increased injuries and player workload in elite football is wrong.

Players don’t play more football than in the past. What has changed is a sharp rise in intensity of play.

Not more minutes, but each minute exerts more load. Image
Of course, that doesn’t mean a reduction in playing time wouldn’t help. But if one wants to solve the problem, it helps to know the cause.

Fixture schedules are barely busier than in the past, and squad sizes have grown to mean no rise in minutes per player regardless...
...But the recent evolution of much faster-paced gameplay both with and without the ball comes with elevated risk of soft-tissue injuries.

Here’s the full article: ft.com/content/36ebc9…
Read 5 tweets
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

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