More

Featuring fresh takes and real-time analysis from HuffPost's signature lineup of contributors
Dean Baker

Dean Baker

Posted: March 25, 2009 06:30 PM

Budget Deficits and Blow Up Dolls: It's the Economy Stupid!

What's Your Reaction:

In the movie Lars and the Real Girl, the main character imagines that a female blow-up doll is his fiancé. To humor Lars, his brother and sister-in-law go along with the charade. Over the course of the movie, more people are drawn into the circle, until eventually the whole town is treating Bianca the blow-up doll as one of its leading citizens.

This seems to pretty well describe the debate over the budget deficit, except it's not clear that many people realize it's a charade. The main story is that Lars' budget hawk counterparts are upset that the deficits projected for 2013 or 2019 are too large. They want President Obama to commit to spending cuts and/or tax increases in order to bring these deficits to levels they consider acceptable.

The unreality of this picture is striking because the budget hawks seem not to notice that we are in the middle of an economic meltdown.

People are losing their homes through foreclosures at the rate of more than 100,000 a month. The default rates on credit cards, car loans and other debt is at record levels. Most of our major banks are effectively insolvent.

Home and stock prices have plummeted, destroying most of the wealth of the baby boom cohort as they stand on the edge of retirement. The economy is shedding almost 700,000 jobs a month, with the unemployment rate rapidly approaching the highest level since the Great Depression.

In this context we are supposed to be up in arms over the deficit projections for 2013 or 2019? This is a bit like someone complaining about the lawn not being mowed at a time when the house is on fire, it's just not the first priority. And the media all seem to go along with the charade - yes, they are very concerned about the projected deficit for 2013, just as the characters in the movie expressed concern about the health of Bianca the blow-up doll.

It is especially annoying to hear the whining from this group of deficit hawks since their whining in prior years helped to drown out serious discussion of the dangers posed by an $8 trillion housing bubble. While some of us were yelling at the top of our lungs about the imminent disaster that would hit the economy when the housing bubble burst, the media chose to focus on these deficit hawks with their dire warnings about budget deficits 40 or 50 years in the future.

Because the media and political elites chose to pay more attention to the deficit hawks than those warning about the housing bubble, we now get to enjoy the current economic crisis. And, one result of the economic crisis is (drum roll, please) ........record deficits.

To put the point so simply that even a Washington Post editor can understand it: because the media highlighted the views of the people who were ranting about the deficit rather than the views of people who understood the economy, we both got a wrecked economy and larger deficits.

The moral to this story is that the economy must take priority, not only because the state of the economy is what most directly determines people's well-being, but also because the state of the economy will be the most important determinant of the deficit.

The experience of the 1990s provides an example of exactly this sort of story. In January of 1994 the Congressional Budget Office projected that the deficit in 1999 would be $204 billion or 2.4 percent of GDP. This projection incorporated the impact of President Clinton's tax increase and spending cuts.

It turned out that there was a surplus of $125 billion in 1999, or 1.4 percent of GDP. This shift from deficit to surplus of 3.8 percentage points of GDP (equivalent to $540 billion in 2009) was not caused by further spending cuts or tax increases, it was caused by the strong economic growth of the period.

There is no guarantee that President Obama's policies will be successful in restoring strong growth, but they are clearly a step in the right direction. If we have strong growth, then our deficits will be manageable. If the economy remains weak, the deficit will remain a serious burden no matter how much we raise taxes or cut spending.

Someone has to tell the deficit hawks that their blow-up doll is not real. The issue is the economy, not the deficit.

 
In the movie Lars and the Real Girl, the main character imagines that a female blow-up doll is his fiancé. To humor Lars, his brother and sister-in-law go along with the charade. Over the course of t...
In the movie Lars and the Real Girl, the main character imagines that a female blow-up doll is his fiancé. To humor Lars, his brother and sister-in-law go along with the charade. Over the course of t...
 
 
  • Comments
  • 24
  • Pending Comments
  • 0
  • View FAQ
Comments are closed for this entry
View All
Favorites
Recency  | 
Popularity
Page: 1 2  Next ›  Last »  (2 total)
02:40 PM on 03/27/2009
"You cannot spend your way out of a recession or borrow your way out of debt." Daniel Hannan
03:22 PM on 03/27/2009
False. You cannot borrow your way out of debt but you MUST spend your way out of a recession.
A recession IS lack of spending.
04:22 PM on 03/27/2009
The correct way out of a recession is to allow the economy to contract. Otherwise you are just trying to reinflate a balloon that's just too big. Too bad Obama is so good at blowing hot air.
HUFFPOST COMMUNITY MODERATOR
JScott
John Galt's last name is McGuffin-Smithee
10:40 AM on 03/27/2009
Hey budget hawks where were you when GWB started the Iraq war. And why they have this sudden concern for future generations, they didn't seem to be very concerned about their education and healthcare so they cut budgets for those to the bone.
07:04 PM on 03/26/2009
Why aren't we able to multitask? Why *can't* we design the stimulus bills and draft a plan to pay off the deficit? I have no issue in spurring the economy right now but I think it is disastrous to push the deficit off for later debate...or later presidency. We're already seeing China use the power of our debts over us. The deficit isn't going to magically go away. We have got to make a plan for it and start paying it down. Otherwise, we're like an alcoholic who gets a new liver but doesn't stop drinking.


p.s. The doll in the movie was not a blow-up doll. It's a "Real Doll"....made out of plastic or rubber or whatever to be as lifelike as possible. It's a better analogy for your point, too, because the deficit hawks do seem to have substance and appear to have logic...more believable than a see-through blow-up doll that most resembles a prostitute. There's a good 40 minute video online somewhere that shows several guys who have bought Real Dolls as companions. Those guys have serious psychological problems.
02:56 PM on 03/26/2009
Obama's budget would leave a deficit of $749 billion in five years' time, according to congressional estimates — too high for his Democratic allies — and would grow to unsustainable levels exceeding 5 percent of the economy by the end of the decade.
02:03 PM on 03/26/2009
Thank you so much Dean. What is so frustrating about this whole debate is we do not here enough from economists. This is a debate that should be among economists only because they are the ones that study these trends and know what they are talking about. Nobody in their right minds will argue with a doctor over treatments unless they where equiped with information from another doctor, or with an electrician or mechanic or plumber. The idea that investing for the future is a waste of money is so stupid its laughable.
A good analogy is a business faced with a product thats obsolete, like at&t, they could have just sat there and become irrelevant, or do what they did, invest heavily in new technologies. They had to make capital budgeting decisions, i.e. debt equity decisions, on purchasing equipment, building plants, e.t.c for the new economy that was coming. If you look at the debt that at&t or even verizon had in the 90's you would think they where crazy. Those investments in cell phone technology, internet service and cable, are now paying off for these companies. If they had stayed in the long distance business and not taken on that debt to invest in new technologies they would have been dead. That is business and it hapens all the time in business, and thats what the whole bond market and stock market is about.
12:27 PM on 03/26/2009
Obama is using a foreign policy plan close to Bush that we cant afford.
Why not close down half the foreign bases and save some money now?
Obama's 23 month Iraq withdrawal waffle.....
http://video.aol.com/video-detail/the-obama-deception/1757361927
12:08 PM on 03/26/2009
You are confusing economic stimulus with expensive long term government programs. We just passed a historically large stimulus. It may or may not work. Let's see. That has little to do with Barack's $9.2 trillion in projected deficits over the next ten years. In Barack's best year his deficit will exceed 2008's. And Bush was irresponsible.

You are using an economic crisis to justify massive long term spending.
photo
HUFFPOST SUPER USER
sunny123
so.....it's empty
11:55 AM on 03/26/2009
One of the best commentries on the economy. What shortsighted idiots the republicans and republicrats...can't call them democrats, they fail the test.

Keep plugging way, we need your viewpoints out in the mainstream and talked about. Thank you.
10:53 AM on 03/26/2009
We must get our budget passed as outlined by Obama. Contact the budget committee to let them know how you feel:

Democrats

Kent Conrad Kent Conrad (Chairman) North Dakota

Patty Murray of Washington

Ron Wyden of Oregon

Russell D. Feingold of Wisconisn

Robert C. Byrd of West Virginia

Bill Nelson of Florida

Debbie Stabenow of Michigan

Robert Menendez of New Jersey

Benjamin L. Cardin of Maryland

Bernie Sanders of Vermont

Sheldon Whitehouse of Rhode Island

Mark R. Warner of Virginia

Jeff Merkley of Oregon

http://budget.senate.gov/democratic/democrats.html

Republicans

Judd Gregg (Ranking Member) of New Hampshire

Chuck Grassley of Iowa

Michael B. Enzi of Wyoming

Jeff Sessions of Alabama

Jim Bunning of Kentucky

Mike Crapo of Idaho

John Ensign of Nevada

John Cornyn of Texas

Lindsey Graham of South Carolina

Lamar Alexander of Tennessee

http://budget.senate.gov/democratic/republican.html

Check out their voting records here:

http://www.votesmart.org/bio.php?can_id=53331

We must rid ourselves of the career politician who are on the payroll of lobbyists and vote against our interest.
photo
HUFFPOST SUPER USER
joebhed
Greenback Revolutionist
09:39 AM on 03/26/2009
I think the deficit hawks will be able to make a strong political point on the one hand.
And, that we have the power to avoid most of that deficit spending on the other.

In next year's Congressional elections, the economy will be IN THE TANK, and the Repubs will continually lay the blame squarely on the deficit spending used in Obama's grandiose plan for education, the environment and health. It WILL have a political impact because nobody knows who to blame.

On the other hand, the deficits are largely unnecessary because the federal government has the power to create all new money used to stabilize the economy as a debt-free payment directly to consumers and businesses, and allow the funds to trickle UP to the banks, rather than the other way around. Thus restoring consumer confidence.

What is needed is monetary reform.

The progressive-liberal media bent in support of Obama is deeply troubled by the Geithner-Summers-Rubinesque approach that Obama is endorsing.
But they have no alternative plan.
Some like Krugman abhor the particular zombie-bank approach as too great a contingent liability on the taxpayers. Like nationalization is safer.
But, to the person, Baker-to Galbraith, they all support the HUMONGOUS deficits as better than NO alternative.
There's only one bizschool curriculum.
Fractional reserve banking.
And THAT is the problem.
08:29 AM on 03/26/2009
"Lars And The Real Girl" happens to be one of my favorite movies, and as interesting as your commentary is, I think you missed the point of the film, which is about a caring community helping and healing a troubled soul. Your interpretation paints a delusional community descending into Lars' madness. A lot of people make this mistake, usually because they miss the point of Bianca's funeral, which would make the film kind of creepy. It isn'[t creepy.
07:39 AM on 03/26/2009
Since generally "hawks" of every stripe have as their ultimate goal the gutting of all social programs, it makes perfect sense for them to decry anything even remotely resembling a "deficit." So if they win this round, by trumping economic recovery with fear of the deficit, they'll be free to move to round two: cutting social spending. And if that's successful - which it's almost a forgone conclusion that it will be - they can then go to round three: completely gutting all social spending. It's more surreal than fantasy to try and get your head around the notion that just when people are going to need the "safety net" more than at anytime since the Great Depression, the hawks are poised to rip it to shreds. It almost makes you think they don't care about us!
05:36 AM on 03/26/2009
Brilliant commentary.
12:49 AM on 03/26/2009
"If the economy remains weak, the deficit will remain a serious burden no matter how much we raise taxes or cut spending."

I agree. And I think those who are afraid of huge deficits often fail to realize that the stimulus plan will help pay for itself by increasing tax revenues. They should see the stimulus as an investment.
11:03 PM on 03/25/2009
I do like someone acknowledging the reason for the surplus in the late 1990's. Increased technology investments, internet bubble, Y2K initiatives, capital gains cut in 1997 added some to the revenue and the fact that during that time spending rose only 27% while revenue rose 54%. However while I agree with the thrust of the article I wonder if we are entering a new age influenced by global forces and demographic forces at home which may threaten the usually reliable robustness of the US economy and it ability to bounce back. Since WWII we have gone from about 50% of the world GDP to about 22% now. Will that dominance that we once enjoyed further deteriorate? The boomers, who for the last 20 years have been in the "sweet spot" in terms of earning ability, now will be retiring and using up what capital they had and their economic engine will gradually be put out to pasture. We will be spending more in Soc Sec than taking in by 2017 which means more pressure on those still in the workforce. I am just not convinced we will return to those days we enjoyed during the last half of the last century.