I'd agree that it makes intuitive sense that a lockdown should reduce transmission, so it is a fascinating question why it doesn't appear to have had an effect in this case.
My opinion in March was that lockdown in this case was wrong, *even though I expected it would reduce transmission*, because you have to take the hit eventually, and lockdown just drags out the economic and social side-effects.
So I thought Sweden was doing the right thing in trying to 'get on with it' as quickly as possible, but remain surprised (and pleased) that as a result they haven't fared worse than us *at this point*. The only explanation I can see is that we hit herd immunity at a much lower % than was originally speculated.
Right that's a very good point - does a lockdown do anything for you in the long run? The advice the government was getting was that a lockdown is a poor strategy because once you release it, infections just rise again so in the long run you've gained nothing. In other words there's no exit strategy.
It looks as if they were forced into it because of concerns that without it the NHS would be overwhelmed, though it's also where the public mood was heading.
Now the Imperial paper with the nice graphs showing that after a lockdown infections came back almost as badly as if you'd never bothered made the assumption that nothing had changed by then. A lockdown makes sense if it buys you time and you use it well. Ideally you'd have a vaccine (that was never going to happen in an acceptable timescale) or a decent treatment (could have happened) or you build a track and trace system that can keep infections down. For some reason we decided to wait quite a while before setting that up, for reasons that I don't understand, unless it was because there wouldn't have been enough tests available for it to work. But none was made much of in the Imperial paper. There was a brief mention of track-and-trace but no more. My cynical view is that as the existing (flu) model didn't have track and trace in it, they couldn't generate nice graphs for that scenario and so excluded it.
It does feel as if the strategy has quietly moved from "don't overwhelm the NHS" to "try to get rid of it", but I'm not sure that really is the case - either way you want R<1.
It's interesting that every time England opens up, R still seems to hover a little below 1.
I suspect that what this shows (and Sweden) is that while we can't afford to go back to normal, we can loosen things up quite a bit without getting ourselves into trouble (and that in
hindsight the English approach will turn out to be right and the more cautious approach in Wales and Scotland overly restrictive).
It's hard not to imagine that we have quite a bit more immunity than it looks, particuarly given Sweden.
I do think though that by the time we locked down, we needed to do what we did, because by the time we started there were so many people infected we needed R well below 1. (The idea that we had a sudden increase driven by people returning from half-term trips abroad, rather than by transmission in the UK, seems very plausible to me).
We seem to be keeping R~1 with the current restrictions, which is pretty good evidence that had we started them early enough, they would be sufficient (probably alongside an earlier travel ban, or quarantine on return).
Things can change very fast in an epidemic, and a delay of a week can have huge consequences.
So to summarise a long post: I have no doubt that lockdowns reduce transmission, and my view is that we did need to do what we did but had we taken action earlier we could almost certiainly have got away with Sweden's approach. And even then I think we are a lot closer to herd immunity than testing suggests.