Im-Politic: Texas-Sized Goofs from the Experts on the Lockdowns

Tags

Anthony S. Fauci, Biden, CCP Virus, coronavirus, COVID 19, facemasks, Im-Politic, lockdowns, mask mandate, masks, Mississippi, reopening, social distancing, Texas, Washington Post, Wuhan virus

This is getting embarrassingly easy. The so-called experts along with control freak politicians keep making apocalyptic predictions about decisions at any level of government in the United States to relax CCP Virus-related curbs on personal behavior and business activity. And they keep getting it laughably wrong. The latest example: Texas’ decisions last month to reopen its economy fully and lift its state-wide mask mandate, both effective March 10, and similar announcements by Mississippi effective March 3.

The blowback was swift and harsh. Dr. Anthony S. Fauci, longtime director of the federal government’s National Institute for Allergy and Infectious Diseases and President Biden’s chief medical adviser, on March 3 attacked the moves as “quite risky.” And citing a recent plateauing of new infections in both states, added “That’s a dangerous sign because when that has happened in the past, when you pull back on measures of public health, invariably you’ve seen a surge back up.”

Mr. Biden was much blunter, contending on the same day that both states were making “a big mistake” that stemmed from “Neanderthal thinking.”

Well now it’s a little more than a month later and it sure looks like the know-nothings are in Washington, D.C. As of yesterday, according to the Washington Post‘s virus tracker, the seven-day average of daily new reported cases in Texas is down by 40.60 percent since March 10, and in Mississippi it’s plunged by 61.37 percent since March 3.

Even more revealing, while reported infections in these troglodyte states were sinking, guess what happened to reported cases nationally? Between March 3 and yesterday, the seven-day new infections average rose by two percent. And needless to say, this nation-wide figure includes many states that have retained mask mandates and other extensive behavior and economic curbs.

By the way, I’m fully aware that case numbers are a deeply flawed measure of pandemic spread and progress against it, due to flaws in states’ reporting systems, varying definitions of “case,” the undoubtedly large numbers of asymptomatic infections throughout the country, and now, surging numbers of vaccinations. I’m also aware that we’re now dealing with different strains of the virus with differing degrees of virulence.

But reported new infections are one of measures emphasized by Fauci in particular. And it seems safe to assume that he and the President know about the different strains. So live analytically by the chosen statistic, and die by it.

I’m also aware that neither Texas nor Mississippi was turning its back totally on the mitigation measures stressed by the Feds. For example, the former exempted areas “with high hospitalizations,” and those counties are entirely free to retain or impose significant restrictions. And businesses all over the state can still require mask-wearing and other hygiene measures.

Mississippi also still mandates mask-wearing where its not possible to follow its remaining social distancing rules (which are still noteworthy, especially in schools and for their extracurricular activities – including sporting events – at all levels, from kindergarten through university). Further, counties and municipalities are fully free to adopt stricter rules if they wish except for businesses providing essential services.

But Fauci and the President surely read the actual Texas and Mississippi executive orders – didn’t they?

It’s entirely possible that in the coming days and weeks, states that start or keep easing anti-virus mandates of all kinds will see rising case numbers. In fact, that appears to be the situation in Michigan now – even though its rules are still pretty restrictive. But actually, that’s the point. If comparable masks and lockdowns etc policies and comparable policy changes are producing dramatically different results, then clearly something, or some things, other than these restrictions and their status are mainly responsible. And recognizing this logic is crucial given that the economic curbs haven’t exactly been cost-free either in terms of the economy or public health.

For the time being, though, there’s one dimension of the CCP Virus story that seems firmly established. For the experts and the political leaders who profess to be simply “following the science” on pandemic forecasts, being whoppingly off-base means never having to say you’re sorry.

(What’s Left of) Our Economy: Winter Smacks February U.S. Manufacturing Output but Forecast Remains Bright

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aerospace, aircraft, American Rescue Plan, automotive, Biden, Boeing, CCP Virus, China, coronavirus, COVID 19, Covid relief, Donald Trump, facemasks, Federal Reserve, industrial production, inflation-adjusted output, machinery, manufacturing, masks, medical equipment, petroleum refining, pharmaceuticals, plastics, PPE, real growth, resins, semiconductor shortage, semiconductors, stimulus package, tariffs, Texas, Trade, vaccines, winter, Wuhan virus, {What's Left of) Our Economy

Count me as one awfully surprised blogger when I saw this morning’s Federal Reserve U.S. manufacturing production figures (for February), which reported a 3.12 percent sequential drop in industry’s inflation-adjusted output. That was by far the worst such monthly performance since pandemicky April’s 15.83 percent crashdive, and even though the Fed largely blamed harsh winter weather in much of the country, it still contended that manufacturing would have shrunk by about half a percent even in balmier conditions.

A big reason for my surprise was the apparent contrast between these results and the findings of the monthly manufacturing surveys conducted by various of the Fed’s regional branches. They’re soft data, presenting manufacturers’ perceptions rather than actual changes in output (or jobs, or capital spending, or any other indicator), and I’ve written before that soft data are anything but perfect. But not only were the production reads in these surveys strong. They were strong even in Texas, where the storms were so severe. (And the Dallas Fed’s survey was conducted as they were raging.) Moreover, the same held for the February results from the neighboring Kansas City Fed bank.

Further, other hard data – specifically, on jobs – pointed to a good February for manufacturing, too, as industry expanded its payrolls by 21,000.

But the new Fed production numbers shouldn’t be dismissed entirely, so let’s look at the…lowlights, starting with the revisions, which were moderately negative. January’s previously reported 1.04 percent monthly advance is now pegged at 1.29 percent. December’s already once-downgraded inflation-adjusted output growth was lowered again, from 0.94 percent to 0.84 percent. November’s result, which had been upgraded twice (most recently to 1.10 percent) is now judged to have been 1.05 percent. October’s string of upward revisions was stopped, too, as the new report reveals a downgrade from 1.51 percent to 1.39 percent.

Overall, these readings mean that domestic manufacturing’s after-inflation production has grown by 20.26 percent since its April nadir, and stands 3.83 percent below its last pre-pandemic reading, from February.

As not the case with recent Fed industrial production reports, the output changes were highly concentrated in a few industries. Bearing out the central bank’s observation that “some petroleum refineries, petrochemical facilities, and plastic resin plants suffered damage from the deep freeze and were offline for the rest of the month,” most of these sectors saw outsized price-adjusted month-to-month drops in February. For petroleum and coal products, the fall-off was 4.43 percent, and for the huge chemicals sector, 7.11 percent Interestingly, the chemicals decline was even bigger than that it suffered last April, at the depths of the pandemic and related economic activity curbs (6.08 percent).

And as for those resin plants? Their February real output plummeted by fully 28.12 percent – much more than at any time last spring, during the pandemic’s height, and the worst such performance since the 30.64 percent cratering during Great Recessionary September, 2008. In fact, constant dollar output in the industry sank to its lowest level since equally Great Recessionary March, 2009.

Another February real production decrease that looks temporary (but perhaps longer-lasting): the 8.26 percent plunge in constant dollar automotive production. The main culprit is no doubt a global shortage of semiconductors that could well weigh on the entire domestic manufacturing sector going forward.

As known by RealityChek regulars, the machinery sector is a major barometer of manufacturing’s overall health, because its products are used throughout industry. So given February’s poor results for the entire sector, it’s no surprise that real machinery output was off by 2.33 percent on month. But January’s results were upgraded tremendously – from 0.52 percent after-inflation growth to 2.59 percent. So price-adjusted machinery output is still within 1.17 percent of its final pre-pandemic levels.

Because Boeing’s protracted safety-related problems continue to clear up, aircraft and parts production notched another month of growth in real terms in February – an increase of 1.04 percent. Revisions, however, were negative, especially December’s – its previously upgraded production increase (to a strong 3.03 percent) is now judged to be a 0.61 percent decline. Largely as a result, inflation-adjusted output is now just fractionally above its February pre-pandemic level.

The picture was brighter in pharmaceuticals and medicines. This industry, which includes vaccines, saw its after-inflation production climbed by anorther 1.29 percent in February. Moreover, January’s initially reported robust 2.42 percent increase was revised to an even better 2.57 percent. As a result, pharmaceutical and medicines real output is now 5.62 percent higher than just before the pandemic, and should generate even better results in the coming months, as vaccine production will be surging even more strongly.

Unfortunately, the also vital medical equipment and supplies sector – which includes virus-fighting items like face masks, face masks, protective gowns, and ventilators – is still behind the curve. Constant dollar production actually dipped by 0.56 percent on month in February, although in another major revision, January’s performance is now judged to be a 1.08 percent gain rather than a 0.54 percent loss. All the same, real production in this sector (which encompasses many other products as well) is still 1.37 percent less than just before the CCP Virus and the lockdowns arrived in force.

All told, I’m still full of confidence about domestic manufacturing production, due to the Boeing, vaccines, and now the Biden stimulus effects. And don’t forget the administration’s continued reluctance to lift its predecessor’s towering and sweeping tariffs on China, and on metals imports from many countries. Lastly: The weather’s bound to keep getting better!

Im-Politic: Who’s the Real Adult-in-the-Room on Mask-Wearing

Tags

CCP Virus, celebrities, coronavirus, COVID 19, election 2020, entertainment, Face the Nation, facemasks, Im-Politic, Joe Biden, Margaret Brennan, masks, Scott Gottlieb, sports, Trump, Wuhan virus

Joe Biden is not only big on masks. He clearly views them as a super-weapon against the CCP Virus.

At last week’s final presidential debate, the Democratic candidate said “The expectation is we’ll have another 200,000 Americans dead between now and the end of the year. If we just wore these masks, the president’s own advisors have told him, we can save a 100,000 lives.”

So it seems he believes that masks can cut forecast upcoming fatalities by 50 percent – no doubt why he also declared that “What I would do is make sure we have everyone encouraged to wear a mask all the time.”

The former Vice President is also clearly a believer in what I like to call “The Science” – apparently believing that there’s a strong consensus among the relevant medical authorities (i.e., not your family GP, or brain surgeons, or others in the healthcare field not specializing in epidemiology or respiratory diseases) on all anti-virus efforts and strategies, including on the power of mask-wearing.

So I found myself decidedly amazed this morning upon listening to Scott Gottlieb‘s take on the matter. Although he served as Commissioner of the Food and Drug Administration under President Trump, Gottlieb (an M.D., but an internist,by the way) has been a leading critic of the Trump anti-CCP Virus policies. And that’s fair enough. By the same token, however, it’s noteworthy that he came out with a distinctly non-Biden-y take on masks’ effectiveness.

When asked during his latest weekly Face the Nation appearance by host Margaret Brennan (who cited a claim by the Centers for Disease Control and Prevention that “masks are the best plan for the moment”) to “Walk us through what the safest masks are,” here was Gottlieb’s response:

“Remember the masks serve two purposes. One is to protect other people from you, so if you’re asymptomatic or pre-symptomatic, if you have a mask on, you’re less likely to expel respiratory droplets that can affect other people. The other purpose is to provide you some measure of protection if in fact you’re around people who are infected. So if you want a mask to afford you some protection from other people, quality matters. A cloth mask may be 10 percent to 30 percent protective. A surgical mask, a Level Two or Level Three surgical mask, procedure mask, may be about 60 percent effective. An N-95 mask or equivalent, like a KN-95 mask, which is the Chinese equivalent, or what we call an FFP 2 mask, which is the European equivalent to an N-95 – that could be 90, 95 percent protective. So if you want a mask to afford you a level of protection, wear a higher quality mask. If you can only get a cloth mask, thickness matters, and cloth masks with polyester in them, that combination of polyester and cotton, do better.”

He did add that “A national mask mandate could be put into place,” but also stated that, “It doesn’t need to be backed up with fines or stringent enforcement. We have other requirements that we expect of a civil society that we enforce with political jaw-boning, leadership. We give people warnings at first. So I think masks are one thing that we could be doing.”

Neither Gottlieb nor Biden would limit the virus response to more mask-wearing – not by any means. But even when viewed in isolation, Gottlieb’s cautious and indeed extremely nuanced assessment contrasts strikingly with Biden’s practical fetishization of masks, and in particular with the idea of a national mandate – unless you think it would be a game-changer with or even without “fines or stringent enforcement.”

Gottlieb’s views also contrast with Mr. Trump’s long-time mockery of mask-wearing in general. But contrary to mask enthusiasts, and generally consistent with Gottlieb’s caution, there are any number of reputable studies casting doubt on the masks-as-panacea meme – either showing negligible effects outside clinical and other obvious settings, or coming to inconclusive results. (See here for a useful summary.)

And since the Biden stance is so widely echoed by so many leading American influencers (including not only Mainstream Media journalists but figures from the sports and entertainment worlds), and since the former Vice President is equally widely portrayed as the adult in the room, it seems legit to emphasize that his position arguably is no more scientifically grounded than the President’s.

As for me, because I’m a law-abiding person, and these are the Maryland regulations, I wear masks when in indoor public and crowded outdoor spaces, but nowhere else. They’re all cloth of varying thicknesses, though.

Im-Politic: Close Encounters with Virus Authoritarianism

Tags

authoritarianism, CCP Virus, coronavirus, COVID 19, facemasks, Im-Politic, Joe Biden, masks, progressives, Riverdale Park, social distancing, virtue-signalling, wokeness, Wuhan virus

As RealityChek regulars know, I’ve resisted the temptation to make this blog about me personally, or about my family and friends, except when personal experiences shed light on some broader subject or controversy. Last Thursday alone, though, produced two of those exceptional situations, at least as I interpret them. And both have to do with the problems and pressures created by the sweeping anti-CCP Virus regulations still in force in so many states and localities.

In the interests of fairness, I need to point out that (just in case many of you don’t already realize) that for some time I’ve viewed the lockdowns and shutdowns imposed throughout the country way too all-encompassing. As I’ve written, although excessive caution was understandable and even necessary early during the pandemic, since then, governments should have had enough learning ability to recognize (a) that restrictions were best focused on the most vulnerable segments of the population, and (b) that the comprehensive nature of the lockdowns and shutdowns were becoming a cure whose economic costs were comparably serious to the disease, and were creating their own major public health dangers to boot. (See, e.g., here.)

Even so, I wasn’t exactly loaded for bear Thursday when I left my house in the D.C.-area Maryland suburb where live to walk the three blocks to the local weekly farmer’s market. My town, Riverdale Park, is getting way too woke for my tastes – including a decision to let illegal aliens vote in local elections if they’re all of 16 years old and can present some kind of evidence that they’ve resided in the area for a grand total of 45 days. But filled with woke characters and illegals as the market tends to be, I especially look forward to going because the produce and specialty items offered tend to be excellent values, and because most of the vendors (who don’t seem to be locals) are easy, informative, and sometimes even fun to deal with. Moreover during this Virus Era, the market is a badly needed opportunity for in-person human contact, and an equally cherished reminder of pre-Virus normality.

Because of state and county social distancing requirements, entry onto the market grounds is regulated (by volunteer staff who deserve admiration for their civic-mindedess), so customers need to stand in line six feet apart until the proper density is achieved. I’m fine with that, as well as with the obligatory mask-wearing. What I was not the least bit fine with was what happened once I began shopping for some vegetables, and specifically began inspecting the tomatoes for bruising and other problems.

Behind me, from the line of customers still waiting to get in, came the demand “Hey! Stop touching all those tomatoes!” For a moment, I could scarcely imagine that I was the object of this fellow’s ire, but upon realizing I was the sole tomato shopper at the moment, turned around and saw him again shout something like, “Keep your hands off the tomatoes!”

Still in partial disbelief, rather than respond with something like “Mind your own business” or something more emphatic, I simply asked him “How else am I going to see if they’re OK or not?” To which he replied, (seriously) “I’m sure the fine people who run this stand wouldn’t offer us bad produce.” I agree, by the way, that the vendors are fine people. But frankly, it’s bad enough that the masks greatly complicate the essential task of sniffing fruit (including tomatoes) to make sure that they’re ripe. Now it’s verboten to turn them upside down to make sure they’ve survived their trip from the fields in reasonable shape?

With my bewilderment not entirely having faded, but recognizing that this late-40s-something white male wearing a roughly color coordinated baby blue baseball cap, mask, and T-shirt wasn’t going to do anything to stop my tomato inspection, I decided to create a teachable moment of the incident. So when I was finished (and had chosen some genuine beauties that were not as banged up, like some of their counterparts), turned around and advised him, “It’s called the eye test. Think about it.” (Of course, it’s also the “feel test.”) 

As is often the case, I spent the next half hour or so going coming up in my mind with better, and even genuinely devastating, rejoinders. (E.g., “Ever heard of washing produce?” “Ever think that I might have tested positive?” “Can I see your badge?”) But as routine as these “if only” exercises have become for me, I actually do regret not telling him to buzz off.

That’s partly because there were no “Don’t touch the merchandise” signs posted and I was obeying all the other rules. It’s mainly, however, because even the best such detailed, substance-specific points obscure how his behavior perfectly epitomized the kind of arrogant, self-righteous busy-body impulses that so many self-styled progressives are flaunting now that the pandemic has ostensibly validated their longstanding determination to impose sweeping controls over all realms of human behavior – especially for the good of those less enlightened of course.

While I was steaming and reenacting on my walk home, I quickly found myself in another possible encounter with this kind of progressive Virus Authoritarianism. At least that’s how I interpreted it. The normally busier of the two streets on my way home (not that it’s usually very busy) was absolutely devoid of people. Until a block ahead of me another pedestrian appeared. Because he was wearing a back-pack I assumed he was a student of some kind, and once he came close enough, I also saw he was masked. I wasn’t – once I left the crowded market area, I removed mine, and I was out-of-doors with no one near me, so why endure the discomfort?

In any event, this other pedestrian wore the covering even though there was no one in sight from where he was coming, and there was no one behind me, either. That’s his right, of course, and to maintain social distancing, I conspicuously swerved to my right as he approached. He moved a little to his right, and although I didn’t recognize him, I was all set to say “Hi” by way of nodding my head or giving a little wave of my hand because that’s what social-butterfly-me does in these situations. But when I saw how resolutely he was staring straight ahead, seemingly set on avoiding eye contact, I concluded that a friendly gesture wouldn’t be reciprocated. And it seemed reasonable to assume that he was very upset that I wasn’t masked – despite the fact that, as I just mentioned, the street was otherwise empty.

Even if he wasn’t, I couldn’t help but wonder why on earth he was masked in the first place. No supposedly settled or any other kind of science has deemed masks necessary in these kind of state-of-nature circumstances, where distancing couldn’t be easier. Was he aggressively virtue-signaling, like Democratic Presidential nominee Joe Biden seems to have in comparable situations? But to a non-existent (except for me) audience?

But as I implied, his attitude could have been just my imagination.  Maybe virus irritableness is getting to me.  More evidence may come my way when I visit the market this coming Thursday. And when my hands will be all over the produce again.

Im-Politic: The Surprising Politics of Mask-Wearing

Tags

California, CCP Virus, conservatives, coronavirus, COVID 19, Democrats, Eric Garcetti, facemasks, Florida, Gavin Newsome, Im-Politic, liberals, lockdowns, Los Angeles County, masks, Miami-Dade County, Orange County, Republicans, Ron DeSantis, San Diego County, shutdowns, Trump, Wuhan virus

Republicans and conservatives are recklessly or stupidly or (INSERT YOUR FAVORITE DEROGTORY ADVERB) resisted orders issued by many state and local governments mandating facemask wearing in various circumstances to fight the CCP Virus more effectively. No less than Paul Krugman, one of The New York Times‘ uber-liberal uber pundits, says so. So do a number of Republicans – especially those from the nearly extinct Bush wing of the GOP. And special ire is reserved for Prsident Trump, who until July 11 refused to wear a mask in public, and who still hasn’t issued a blanket endorsement of the practice, and remains opposed to a federal mandate.

In the interests of full disclosure, I wear masks (as required by law) when I patronize indor businesses in Maryland (where I live), and would don them in crowded outdoor areas, too (not required). And I’d abide by any mask regulations elsewhere. Evidently scientific evidence on mask effectiveness has been mixed enough to prevent the World Health Organization (WHO) from encouraging their use until June 5. But these coverings make intuitive sense to me, and although I find tem sort of uncomfortable, they’re anything but unbearable.       

What I do find irksome is how the Mainstream Media and most of the rest of America’s chattering classes have decided that it’s only one half of the political spectrum that’s to blame for shortfalls in America’s mask-wearing record. Because evidence abounds that there’s lots of opposition, or at least indifference, to masks among Democrats and liberals, too. And the experiences of Florida and California – two big states whose governor have taken dramatically differing approaches to handling the CCP Virus – make the point nicely.

In case you’re ignoring national news completely, Florida deserves special attention because of the “ha-ha factor.” As in “Ha ha – Republican Governor Ron DeSantis had been bragging about how the Sunshine State had suppressed the virus with a light regulatory touch, but lately it’s become a major hot spot.”

Specifically, the indictment against DeSantis began with his refusal to close the state’s beaches for spring breakers and Florida natives who relish the shore, continued with his decision to reopen the beaches and the rest of the state after a shelter-in-place order had been in place fairly briefly, and has been reinforced by his own opposition to order mask-wearing state-wide, which is blamed at least in part for Floridians’ continually casual attitude about face coverings and related practices like social distancing, and the state’s recent spike in cases and deaths. (See here and here for examples.)

But if you look at the pattern of infection in Florida, it quickly becomes clear that Democrats as well as Republicans must be ignoring mask-wearing and distancing en masse. After all, the five Florida counties with the biggest numbers of registered Democratic voters are (in descending order) Miami-Dade, Hillsborough, Broward, Palm Beach, and Orange. Indeed, together, they account for nearly 45 percent of the Florida Democratic total. They also happen to be the state’s five most populous counties, adding up to just under 42 percent of its population.

Yet this Big Five has contained more than 54 percent of the 80,236 new CCP Virus cases recorded in Florida during the week ending yesterday. In other words, these Democratic strongholds punched significantly above their new cases weight. And Democratic voter champ Miami-Dade all by itself, whose population represents 12.65 percent of Florida’s total, is home to more than 24 percent of those new Florida virus cases. And with the exception of one tiny black majority panhandle county, it’s also Florida’s most lopsidedly Democratic county. So its even greater “out-perform” is all the more noteworthy.

One possible counter-argument is that these five populous Democratic counties are also more densely peopled than state counties with much smaller populations, where the virus’ impact has been slighter. But that sounds like an excuse to me. If Democrats are less selfish and/or stupid and/or reckless than Republicans, and therefore more committed to mask-wearing and social distancing and the like, then they should be making much greater efforts to tone down their recreational or social lives to slow the spread, and save the lives of their fellow Floridians.

Obviously, not every resident of these counties, or every registered Democrat, is ignoring the need to fight the pandemic. But the prevalence of Democrats in these counties is just as obviously signaling that many are.

California’s a somewhat different story – and an even stronger challenge to the narrative. Unlike Florida, where the Democratic-Republican ratio overall is only 1.06:1, in California, it’s Democrats outnumber Republicans by a 1.90:1 margin. Not surprisingly, the Golden State is governed by a Democrat – Gavin Newsom – and its lockdowns came much earlier, and were much more pervasive, than Florida’s. So Californians were by no means receiving the kinds of mixed messages about responsible behavior from their statehouse than DeSantis has been accused of sending.

But many of the state’s residents evidently decided to ignore them – and pretty quickly. For example, as early as late April, so many Californians were crowding the state’s beaches in violation of social distancing protocols that Newsom decided to close them. A little over a month ago, after major increases in the state’s CCP Virus case numbers, deaths, and deaths followed Newsom’s cautious reopening program, Newsom charged that the problem wasn’t a too hasty lifting of economic restrictions, but Californians’ irresponsible behavior:

“Simply put, we are seeing too many people with faces uncovered — putting at risk the real progress we have made in fighting the disease. California’s strategy to restart the economy and get people back to work will only be successful if people act safely and follow health recommendations. That means wearing a face covering, washing your hands and practicing physical distancing.”

Much of this incautious beach-going is surely going on in Orange and San Diego Counties, where the Democratic-Republican split is smaller than in the state as a whole. So even though both counties combined boast nearly 1.3 million Democratic voters, maybe all of theirDemocrats were well-behaved.

But no such case can reasonably be made for Los Angeles County, the state’s most populous by far, and a jurisdiction where registered Democrats outnumber registered Republicans by more than three-to-one – much higher than the state average. Here, the virus’ comeback has been strong enough that Los Angeles City Mayor Eric Garcetti is warning that he is “on the brink” of imposing another stay-at-home order. And for good measure, he laid much of the blame at the feet of the public:

“It’s not just what’s opened and closed. It’s also about what we do individually. It’s about the people who are getting together outside of their households with people they might know. It might be their extended family, it might be friends. They might think because they got a test two weeks ago that it’s OK, but it’s not… We have to be as vigilant right now as we were the first day…bring 100 percent of our strength the way we did the first or second month.”

Even before the debut of the the Trump face covering, Republican and conservative resistance to mask-wearing had been crumbling, and despite my continued uncertainty that the results will be game-changing it’s a trend I applaud.  And I suspect it would be accelerated if America’s Democratic and liberal leaders admitted that their supporters have considerable work to do on this front, too.   

(What’s Left of) Our Economy: New Fed Manufacturing Figures Show No Burst So Far in Anti-CCP Virus Goods Output

Tags

(What' Left of) Our Economy, CCP Virus, coronavirus, COVID 19, facemasks, Fed, Federal Reserve, healthcare goods, industrial production, inflation-adjusted growth, manufacturing, manufacturing output, medical devices, medical equipment, PPE, protective gear, ventilators, Wuhan virus

No one should have been surprised by this morning’s manufacturing output report from the Federal Reserve, which judged that industry’s inflation-adjusted production tumbled by 6.27 percent in March from February’s levels – which was revised downward slightly from a 0.12 percent gain from a 0.02 percent dip. In other words, “Thanks, China!” for the CCP Virus that’s caused an unprecedented shutdown of huge sections of the U.S. economy.

Lately, however, some manufacturing sectors of special concern have emerged – the healthcare goods sectors. And the results are below.

Unfortunately, the statistics in the relevant sectors aren’t very granular. In particular, they don’t enable us to distinguish between, say, masks and ventilators, or between final pharmaceutical products and vaccines, or between CAT-scan and MRI machines and non-medical high tech instruments. Still, the following sequential results must have some significance, given the overall skid in after-inflation manufacturing production. And for February-March, they are:

soaps, cleaning compound, & toilet preparation:      +1.85 percent

pharmaceuticals & medicines:                                  +0.50 percent

  (includes vaccines)

medical equipment & supplies:                                 -1.55 percent

  (includes everything from ventilators to facemasks)

Less helpful is learning that constant dollar output in a category called “navigational, measuring, electromedical and control instruments” decreased by 2.39 percent on month.

Keep in mind that since these data were compiled, all manner of manufacturing companies have volunteered, or been officially pressured, either to ramp up their existing healthcare goods production greatly, or to enter the field. So next month’s Fed industrial production report – for April – should be more revealing. For now, however, the March numbers don’t show much in the way of surge production.

Nor should anyone expect the Fed’s figures on manufacturing capacity and capacity utilization to shed much light on healthcare-related surge performance and surge capacity. The categories simply aren’t this detailed.

Maybe one of the CCP Virus-induced changes in government will be involve tracking healthcare-related manufacturing data in more detailed? Stay tuned. And send all such suggestions to

Jerome Powell, Chair, Board of Governors of the Federal Reserve System, 20th St. and Constitution Ave. NW, Washington, D.C.  20551

 

Following Up: More Data on America’s Dependence on Foreign Healthcare Goods

Tags

Barack Obama, Department of Health and Human Services, facemasks, Following Up, George W. Bush, health security, healthcare goods, imports, Lena H. Sun, manufacturing, masks, Mike Bowen, Prestige Ameritech, Rachel Siegel, supply chain, The American Conservative, Trump, Washington Post

Since news organizations can be so unreliable, I always do whatever I can to use information from primary sources instead of items in the media. I’m making an exception this morning, however, because I’ve failed to find a government document mentioned in several news articles, and reportedly it contains such important data that it deserves mention. Specifically, this document seems to add vital detail to my recent description in The American Conservative of how extensively the United States relies on foreign sources for crucial health care goods, and how long this gaping hole in the nation’s healthcare security has existed.

The document I can’t find has been described in this Washington Post piece as “a 2014 briefing released by the Office of the Assistant Secretary for Preparedness and Response in the U.S. Department of Health and Human Services.” Among its findings, according to Post correspondents Lena J. Sun and Rachel Siegel:

“Up to 95 percent of surgical masks are made outside the continental United States, in places like China and Mexico….”

The 2014 date, of course, is revealing in that it was two years before Donald Trump was elected President. Also revealing: The authors interviewed a domestic mask manufacturer who showed them letters he’s written to American Presidents warning that mask availability could be disrupted during a pandemic outbreak.

The first was written to Barack Obama in 2010. And apparently little or nothing was done. But the manufacturer, Mike Bowen of Texas-based Prestige Ameritech, says he reached out to George W. Bush’s administration as well – with the same results.

But just in case you think this is an establishment-bashing exercise, it’s important to note also that Bowen says he sent the same warning in 2017 – when Mr. Trump did occupy the Oval Office.

Contrary to much (self-serving) conventional wisdom, I’m not at all opposed to finger-pointing and blame-casting, even during a crisis. In fact, I view it as critical to ensuring that mistakes aren’t repeated. But I am opposed to cherry-picking finger-pointing. Because by now it should be abundantly clear that when it comes to U.S. national leaders and American health security, both Democrats and Republicans and liberals and conservatives and even populists have let the country down.

And the faster all partisans get off their high horses and focus on identifying lessons that need to be learned regardless of political effect, the faster Americans will overcome this crisis and the lower the chances of a rerun.

Making News: American Conservative Article Details Scary U.S. Health Security Vulnerability

Tags

CCP Virus, coronavirus, COVID 19, facemasks, health security, imports, Making News, medical devices, pandemics, pharmaceuticals, The American Conservative, Trade, Wuhan virus

I’m pleased to announce the publication of my latest freelance article.  Posted this morning at TheAmericanConservative.com, it presents never-before-seen statistics (gleaned from official U.S. government data) showing alarming U.S. vulnerability to cutoffs of vital medical goods from abroad. P.S.  It makes clear that the problem far transcends China.

And keep checking in at RealityChek for news of media appearances and other developments.