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

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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