It’s human instinct to view leaders as important people. And they certainly are vastly more important than average people. But they are also far less important than many people assume.
In past posts I’ve argued that about 3% of outcomes in the US (economics, military, etc.) reflect the president, and about 97% reflect other forces. This means that outcomes are an extremely noisy signal to evaluate presidential performance (although it is still better than nothing for the average voter.)
Today we see another example from the UK. On Thursday, Boris Johnson announced that the UK would diverge from other Western (and Eastern) countries, by not taking major steps to slow the coronavirus. The British were told they needed to accept the fact that as many as 80% would eventually contract the virus. Life would go on, with major public events like football matches continuing to occur.
This is a good test of my hypothesis. How can I say leaders are unimportant if Boris Johnson was able to lead the UK down a very different path from other Western countries?
One day later, and it looks like Johnson has accepted the inevitable. Due to overwhelming pressure within the UK, there will be a ban on mass gatherings.
Mass gatherings are to be banned across the UK from next weekend, the government has announced after Boris Johnson’s cautious approach to the coronavirus outbreak was overtaken by care homes, sporting bodies and even the Queen taking matters into their own hands.
My views are often misinterpreted. I am not claiming that leaders have no influence. Three percent of US outcomes is still about a million times more influence than the average American has. It matters. And some individual leaders (such as Hitler) had far more influence than average. Others, like Calvin Coolidge and Gerald Ford, had far less than average.
But the broad course of history is determined by the zeitgeist, especially in the modern world of democratic nations. This is easiest to see when you look away from your own country. Does anyone seriously believe that the leader of Switzerland has much impact on the performance of that nation? Italy is currently led by a bland technocrat. I find it hard to believe that a different leader would have led to a significantly different outcome in Italy.
Some commenters are surprised by my claim that the US will not experience a large number of deaths from this epidemic. It’s not because I don’t understand the dangers; I believe about 1.7 million Americans would die if it were left uncontrolled. Rather it’s because there’s an election in November and the ruling party doesn’t want to go into the election with 100,000 deaths from coronavirus at a time when only about 3000 – 4000 Chinese have died, and death rates are similarly low in other East Asian countries where the data is harder to challenge. If those countries can continue to succeed, then there will be enormous political pressure to emulate their success.
There’s a sort of horse race going on now, and all governments will soon be under strong pressure to copy the winners. If governments do not act, the private sector will have a strong incentive to take steps in the direction of social distancing. Indeed in the US, the private sector has been ahead of the government in addressing the crisis.
READER COMMENTS
Thomas Sewell
Mar 14 2020 at 4:49pm
In the interest of precision, using a U.S. population of 330 million, three percent is about 10 million times more influence than the average American has, using the formula 1/330 millionth as the mathematical average level of influence. 🙂
Not that it matters to the overall point.
Scott Sumner
Mar 14 2020 at 5:57pm
Yes, bad math on my part.
Thomas Sewell
Mar 14 2020 at 7:45pm
Guessed you meant it more figuratively, as an expression, than literally.
Just thought it was humorous that a statement which is usually a massive exaggeration (a million times more!) turned out to be an understatement in this case.
BC
Mar 14 2020 at 5:26pm
“Indeed in the US, the private sector has been ahead of the government in addressing the crisis.”
That’s what has been most striking. It turns out that the zeitgeist does not need (central) government approval to close down mass gatherings: colleges, NBA, PGA, MLB, NCAA, private companies, Boston Marathon. (Yes, the Boston Marathon was postponed by a city government, but town-by-town action is still different from centralized, federal government action.)
Off topic: In the past, you have tried to understand the zeitgeist’s shift to populism, e.g., Trump and Sanders. Has Sanders’s sudden demise caused you to rethink whether such alleged shift was even real? One possibility is that the zeitgeist, at least within the Democratic Party, suddenly lost their taste for socialism over the course of a few days right before Super Tuesday for some unknown reason. The other possibility is that Biden’s rise and Sanders’s fall was simply an artifact of the mainstream vote no longer being split 3-4 ways due to Buttigieg and Klobuchar dropping out. Indeed, if one were to divide Biden’s Super Tuesday vote totals by 3-4, then Sanders would have continued to win by similar pluralities as before. Similarly, for Trump’s 2016 victory against a 17+ person field. Could the apparent populist zeitgeist be hard to understand because it doesn’t actually exist? I have no idea whether populists in Europe are majorities or just cultish minority pluralities as in the US.
Scott Sumner
Mar 14 2020 at 5:59pm
Good point. But even sizable pluralities can have a lot of influence on politics.
Mark Z
Mar 14 2020 at 9:15pm
Being a plurality and not existing aren’t necessarily the same thing. Some movements are lucky enough to succeed while still just a plurality before becoming a majority. I think the question then is, will the socialist/populist wing of the party, which I think clearly gained momentum from 2016-2020, gain more momentum in 2024? Or had their time come and gone, and will it fizzle out? And similarly with Trump: will the populist plurality dominate the 2024 primaries or has it hit its high water-mark under Trump? Sometimes winning can deflate a movement as effectively as losing can.
Mark Bahner
Mar 15 2020 at 1:37am
Couldn’t that hypothesis be checked by looking how early balloting went (i.e., ballots cast before Buttigieg and Klobuchar pulled out)?
Anonymous
Mar 15 2020 at 11:17pm
Late deciders overwhelmingly went for Biden
Mark
Mar 15 2020 at 11:51pm
I think the populist zeitgeist was real on the Republican side but not on the Democratic side. A friend of mine who is very into local Democratic politics has always said that the Democratic Party is a team, not a movement. Teams don’t really have a zeitgeist, except for the zeitgeist of supporting your teammates (which is probably why Biden seems to be generating high turnout and enthusiasm among Democrats even though he has little discernible ideology). The Republicans represent kind of the plurality core of American society, so it’s relatively easier for them to have a common zeitgeist. The Democrats represent people on the edges of American society from but people on the edges of society are all on different edges and for different reasons so it’s harder for them to share a common zeitgeist aside from not wanting to be ruled by the core plurality.
Diotima Eidos
Mar 14 2020 at 7:57pm
First, I love your work and have learned a ton. But you really think less than 100k Deaths in the US? This seems hard to believe. I hope I’m wrong!
I understand the political interest in having it not be that many, but why think “the ruling party” will be able to? First obstacle is that they don’t have the health system that they’d suddenly like to have and some controlling East Asian counties do have; second is that they can’t do some things China did (e.g. build hospitals fast); third is that they cannot understand exponential growth and the time scale involved – when 800 have died they will be focused on preventing 1000, rather than taking the steps that would be necessary to take right then to prevent 100k.
Re: private sector, I agree that there are some big cases, and they have helped to begin to educate people. Private colleges and the sports leagues are big. But I haven’t heard of any bars or restaurants voluntarily shutting down. I’m always confused why, to this non economist, economists underrate, what do you all call it, negative externalities? I mean, for bar x, it is best if all the others close, but regardless of whether they do, bar x does better if it does not close. So they all stay open and it seems like the invisible hand left to its own would blow us past your estimate of severity. Some day I would really like to understand why I see this kind of thing so differently than economists.
I’d think the more likely best hope is that some governors, likely I’d think those from a different ruling party, will be able take action fast enough.
I hope I’m wrong in thinking the risk greater!
again, thanks for your blogging, which has always been so helpful.
Mark Z
Mar 14 2020 at 9:07pm
If Johnson’s government had followed through, it might have been a good test of the extent to which organic changes in behavior limit the virus’s spread vs. state action. There has been widespread cancellation of wide gatherings even without bans. Beyond containment in the early phase (a ship which has pretty much already set sail), maybe closing schools is may be one of the more useful things the government can do to stop the spread.
Mark Bahner
Mar 15 2020 at 1:49am
I just read a comment by someone in………….Hong Kong, I think…….who said that the big difference between Hong Kong and a place like the U.S. is that virtually everyone in Hong Kong is wearing a mask. The commenter offered the further opinion that the value of a mask is not in keeping a person from catching COVID-19. The commenter said the value of a mask was in keeping an infected person from transmitting the disease.
It would be hugely interesting to me to try some experiment wherein virtually everyone in a large area wore masks when outdoors…or even masks and washable cloth gloves…and to see whether that virtually eliminated transmission.
Mark Z
Mar 15 2020 at 3:32pm
I think that’s right that they stop transmission from the mask-wearing individual; ironically, the common belief that they protect the individual wearing the mask helps to solve the externality problem, or would at least here if we had enough masks. Also ironically, if we in the US get to the point in the next few months where we actually have enough masks so there’s no longer a risk of shortage in the healthcare system, Americans may not bother wearing them because of all the insistence by the state that they don’t work and we shouldn’t bother. I wonder if the CDC will reverse their recommendations then and tell us, ‘ok, now you should all go buy masks.’
Thaomas
Mar 14 2020 at 11:03pm
I won’t quibble with the %, but you seem to focus only on “leadership” and top down policy. There is also the channel of nomination of officials.
ChrisA
Mar 15 2020 at 7:28am
Scott – my impression was that Johnson included banning large gatherings as a potential in his original speech, it just wasn’t in effect when he made it. It seems that the other elements of the UK strategy are in place – get enough young people infected quickly so that the can get heard immunity and also get back to normal. It is interesting to consider what the longer term strategy of countries like Italy would be. Are they planning to keep the lockdown until the vaccine is developed (if it is developed). Or just to flatten the curve?
Scott Sumner
Mar 15 2020 at 2:37pm
I don’t agree. Doesn’t this FT article confirm my claim:
https://www.ft.com/content/e4f4fef8-669f-11ea-800d-da70cff6e4d3
Brent Buckner
Mar 15 2020 at 4:59pm
Dr. Sumner – whatever the FT article says, the transcript of what Johnson said rebuts your claim.
From https://www.gov.uk/government/speeches/pm-statement-on-coronavirus-12-march-2020 :
“We are considering the question of banning major public events such as sporting fixtures. The scientific advice as we’ve said over the last couple of weeks is that banning such events will have little effect on the spread.
But there is also the issue of the burden that such events can place on public services. So we’re discussing these issues with colleagues in all parts of the United Kingdom and will have more to say shortly about the timing of further action in that respect.”
TMC
Mar 15 2020 at 1:32pm
From anonymous on MR: https://twitter.com/paulnovosad/status/1238276434956890113?s=19
Seems the US is doing better than everyone outside of South Korea, who had an unusually young group get it. Hope that continues.
Maybe Boris Johnson has it right – read David Henderson’s post next to this one about Stephen Davies’ thoughts on this. Basically we’re better to let it run it’s course.
Brent Buckner
Mar 15 2020 at 2:12pm
Note that the UK “mass gatherings” banned are those over 499 people, and the supposed motivation for the ban was to avoid assigning first responders to such events. (“The Government believes the move, which is set to come into force next weekend, will help free-up emergency services rather than curb the spread of the disease, a Whitehall source said.” — https://www.mirror.co.uk/news/politics/breaking-coronavirus-uk-lockdown-mass-21690696 )
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