John Burn-Murdoch Profile picture
Mar 17, 2022 22 tweets 8 min read Read on X
NEW: time for a Covid situation update

Cases and hospitalisations are rising again across much of the western world.

What’s driving the rise, and should we be worried? Image
What’s behind the rise?

Some blame governments dropping restrictions, but the answer is the same as always: it’s the virus. Specifically the BA.2 Omicron strain.

Here are UK hospitalisations, split by variant. That mystery resurgence? Not so mysterious with this context added. Image
And when the virus changes the narrative, it doesn’t just change it in one country, it changes it everywhere.

Here’s same chart, but for Europe & US.

It’s the same story. What looked like mystery double-peaks are now clearly a BA.1 peak followed by BA.2. Image
And for those of you in the US looking at that last chart and saying "what resurgence? everything seems fine here", here’s a closer look at what’s happening beneath the surface of that apparently flat trend.

We’ve been here before, and I think we know what happens next by now... Image
So, BA.2’s transmissibility advantage over BA.1 is driving the resurgence.

Next question: should we be worried?

The good news here is that analysis by @UKHSA has found that:

1) Infection with BA.2 is no more likely to result in hospitalisation than BA.1 assets.publishing.service.gov.uk/government/upl… Image
And 2) vaccines (specifically boosters) are just as effective against BA.2 as against the original BA.1 strain assets.publishing.service.gov.uk/government/upl… Image
So while a resurgence is never good news, BA.2 is Omicron just as BA.1 was, so we have a decent idea of what that looks like in terms of severe disease & death

The BA.2 wave will still cause deaths, but with high levels of immunity, the tolls will be dwarfed by pre-vaccine waves
We can also revisit those earlier charts:

Denmark & Netherlands are already descending from BA.2 peaks, so we know that what goes up, comes down.

The height of BA.2 peaks varies. Denmark’s piggy-backed on BA.1 and rose higher. Netherlands came after and reached a similar height Image
Lots of factors will affect the specifics in any given country, including levels of immunity and mixing behaviour.
On that latter point, most of us have been taking things a little easier in recent weeks, with behaviour shifting back towards pre-pandemic norms.

The number of people working remotely, avoiding large indoor gatherings etc, is at or near an all-pandemic low across western Europe Image
And it’s a similar story in most countries in terms of masks and total numbers of close-contacts, both of which are about as close to 2019 levels as they have been, or heading that way fast.

Here’s our story on behaviour trending back to the old normal: ft.com/content/abb2f8… Image
So while the coming BA.2 wave shouldn’t be a crisis for any country with high immunity levels, it does perhaps serve as a useful illustration of where we (well-vaccinated countries) are with Covid now, two-and-a-bit years into the pandemic:
Vaccine rollouts have been enormous successes, immunity levels are high. As a result, any given Omicron infection has a similar fatality risk as seasonal flu, and we’re mixing indoors again. In that sense we’re as close to 2019 as we have ever been

But...
What BA.2 is demonstrating is that we’re still in a very different infectious disease environment to where we were before Covid.

To be clear, I don’t say this to worry anyone: I say it in the hope that that people are *less* surprised/worried when this and future waves unfold.
As @ewanbirney put it to us, before Covid we had 4 coronaviruses circulating in the population. Now we have 5, and the 5th is especially transmissible.

As @zorinaq shows below, that means we get more waves of Covid in any given year than we got flu waves
So, as we showed in our story last week, despite Covid being less lethal than it has ever been, the overall risk of infection, post-viral syndrome (long-Covid), severe disease and death remains markedly higher than it was in 2019
Our behaviour continues to trend towards 2019 levels. For many people, life feels quite normal, and I’m the last person who would say "you can never go back to normal! precautions forever!"

But in terms of infectious disease environment, this *is* a new normal, not the old one.
Ultimately, the questions — not only with BA.2, but with Covid more broadly in the months & years ahead — are what Covid’s typical annual toll on public health will be, whether we fully appreciate this, and whether we (and our healthcare systems) are resourced for the new normal.
As @AdamJKucharski put it to us, acute spikes are unlikely, but chronic plateaus could be very uncomfortable too ft.com/content/abb2f8… Image
Finally, I just want to touch on another issue that I think BA.2 highlights:

Throughout the pandemic there has been a tendency to try to explain the virus’ dynamics by pointing to nice neat explanations around government policy. Mask mandates, dropping isolation etc.
While those things certainly have impacts, there are two things to note:

• First, they pale into significance compared to the impact of new variants, whose emergence we have relatively little control over. Not everything can be blamed on a person/policy
• And second, despite two years of evidence to the contrary, we continue to attribute to policy what is better understood as people making independent decisions in response to the status of the pandemic, with policy being just one influence.

As @_nickdavies put it to us: Image

• • •

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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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