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Howard Steven Friedman

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The World's Leading Debtors and America's Exploding Debt Burden

Posted: 02/27/2012 10:27 am

Mitt Romney thinks little of making a $10,000 bet because that amount means very little to someone worth hundreds of millions of dollars, just as a $10 bet means little to a typical American household. In both cases, it is merely a very small fraction of the bettor's net worth.

Likewise, when we look at the national debt of different countries, we should focus on the relative amounts of debt rather than the absolute amounts. Relative to what, you might ask? Well, that's a fair question. Often we look at the national debt divided by the GDP or some other measure of the nation's economic power. This isn't a perfect normalization (as the GDP itself is a flawed metric), but let's use it for now.

When we look at this measure of debt burden, defined as the ratio of public debt to GDP for Organisation for Economic Co-operation and Development (OECD) countries, we can see that as 2011 the OECD countries with the highest debt burden were the following (in order from most to least):

(1) Japan 230.8% (Most Indebted)
(2) Greece 165.4%
(3) Iceland 130.1%
(4) Italy 120.1%
(5) Ireland 109.2%
(6) Belgium 99.7%
(7) Portugal 88.0%
(8) France 85.5%
(9) Canada 83.5%
(10) Germany 81.5%

2012-02-25-Debtgraph1.jpg
The United States had the 15th largest ratio of public debt to GDP of the 34 OECD countries. While this large debt burden in the United States is generally a cause of concern, what is more disturbing to many people is the extreme rise in this debt ratio over the last few years. This rapid rise is a combination of two simple trends, a dramatic increase in the federal government outlays coupled with declining revenues. Yes, the math is that simple, the federal government is receiving far less money from taxpayers and, at the same time, paying out a lot more.
2012-02-25-Debtgraph3.jpg
Let's compare the time period of 2009-2011 to the time period of 1998-2001, the last time when the federal government had a surplus. In each year from 2009-2011 the federal government collected between 15.1% and 15.4% of the GDP down from the range of 19.5% to 20.6% during the period of 1998-2001. Why is the government collecting so much less now than it did a little over a decade ago? It's those tax breaks and loopholes that everyone seems to love. So it is clear that the federal government is collecting relatively less money than it did when it had a surplus, but what about its expenditures?

The federal government outlays ranged from 18.2% to 19.1% of the GDP in 1998-2001 but have been between 24.1% and 25.2% of the GDP from 2009-2011, so the government is spending more than it did during the surplus years, in both relative and absolute terms. Federal government expenditures are divided into two parts, discretionary (decided on an annual basis) and mandatory (decided by eligibility rules with some possible changes, like Social Security, Medicare, and Medicaid). I'll discuss the increases in both the mandatory and discretionary spending in separate articles but suffice to say that both have increased dramatically, for different reasons. The discretionary spending ballooned due to the wars and non-defense spending increases while the mandatory spending jumped mostly due to the economic crisis and the actions that have been taken to try mitigating the effects.

As we stare at this exploding debt burden, we are faced with serious economic and policy questions. How do we increase federal revenue in ways that don't hurt the fragile economy? How do we control federal spending without stomping on the sprouts of economic growth?

For those who are busy preaching that the government spending needs to be slashed immediately, ask yourselves how austerity measures have negatively impacted the European countries. Do you really need another data point in the long history of how austerity measures have hurt economic growth or as you hoping that "this time it is different"? For those who are busy preaching that federal debts don't matter (arguing that the federal government "owns the printing press") ask yourselves what happens to long-term economic prospects when any government becomes overburdened with debt.

In general, economists that begin analysis with their personal philosophy first and then hunt for data to support those ideas can be called many things, but they certainly cannot be called objective scientists. Politicians and voters who make decisions without taking the time to study the facts are poor stewards of the nation's future and risk damaging the country's long-term growth.

The answer to our debt burden is simple: collect more revenue and make targeted spending cuts. It's not a complicated idea, but getting politicians, economists, and voters to agree seems to be today's Gordian knot. Until someone slices through the political and economic rhetoric, many of us will keep staring at that graph of the exploding US debt and seeing a train rushing down the tracks to crush America's future.


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Notes:
- The Organisation for Economic Co-operation and Development (OECD) is an international organisation comprised of 34 countries, representing many of the wealthier countries in the world. Its members include North American countries (Canada, Mexico and the U.S.), much of Western Europe, as well as New Zealand, Australia, Chile, Israel, Japan and South Korea. Data from the OECD is readily available online and makes for a great data source for cross-country comparisons.
- Estimates of the OECD country debt burden were taken from the CIA World Factbook
- Estimates of the United States federal government's debt burden over time was taken from the Congressional Budget Office

 
 
 

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HUFFPOST SUPER USER
gerald4
licensed mechanical and electrical engineer
06:36 PM on 02/27/2012
Future wars might also be industrial wars where the nation with the most wealth creating industrial manufacturing production will win the economic war by producing more NATIONAL WEALTH!

Maybe that was how the US won WWII!

And non-wealth producing nations like the USA might destroy their own economies with (deficit) government spending which will impoverish all of their citizens by selling and/or mortgaging existing NATIONAL WEALTH and spending the proceeds for federal government activities!

Instead of Russian and Communist Chinese Armies conquering the USA, Russian and Communist Chinese individuals and/or businesses are using the US Dollars that we paid them for making the consumer products that we imported from them and consumed to purchase title to (corporations that own) privately owned businesses, factories, casinos, hotels, farms, land, ports, refineries, forests, ports, breweries, distilleries, and other privately owned NATIONAL WEALTH and other assets located in the USA that were created by previous US generations prior to de-industrialization overseas instead of redeeming the US Dollars and the freshly printed paper US Treasury Bonds that they earned by making and selling things to US consumers.

These purchases are made instead of redeeming these freshly printed paper US Treasury Bonds (and electronic US Dollar credits) with gold from Ft. Knox.

When people from the recently industrialized nations own most all of the assets in the USA, these foreigners will be the only source of jobs for US citizens.
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pshakkottai
retired engineer
05:34 PM on 02/27/2012
Japan,USA,Canada and Iceland can have any debt/GDP because they have currency sovereignty. They will never default. The Eurozone has a common currency with no transfer payments and can't survive long. For monetarily sovereign nations borrowing to fund their economies is entirely unnecessary. USA has a make believe system with a treasury and federal reserve to borrow money from itself. All the deficit spending becomes national wealth. If you don't believe it, see data in
http://pshakkottai.wordpress.com/2012/02/27/national-debt-and-national-wealth-compared/
http://pshakkottai.wordpress.com/2012/02/26/misunderstood-deficits/
http://pshakkottai.wordpress.com/2012/01/14/debtgdp-yr-and-govt-spendingtax/
"Because Congress is victim to debt-reduction madness, and we are victim to Congress. It’s as though children were voting the best way to do brain surgery. And everyone is surprised we, the patients, are dying.

“Down and down we go
We’re in a deadly spin
Hating this spin we’re in
Our helpless panic grows
Down and down and down we go.”
(Alice Cooper: “Deeper”)" from http://rodgermmitchell.wordpress.com/2011/09/21/debt-reduction-madness-how-congress-continues-to-diminish-america/
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HUFFPOST SUPER USER
gerald4
licensed mechanical and electrical engineer
06:09 PM on 02/27/2012
Why should any US citizen have to work in some dirty plant or factory in order to make the things that US citizens consume, when the US government can just print money faster and faster and hand out that money faster and faster until every citizen has sufficient money to support himself and his family!

Maybe Mr. Gaither and Dr. Bernanke could hire some of the NASCAR mechanics to modify their printing presses to print US dollars and US Treasury bonds as fast as they need to print their "fiat" money so that they will always have enough money to pay for all of the quickly increasing US government expenses.
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pshakkottai
retired engineer
07:11 PM on 02/27/2012
Are you objecting to the fact that data supports Modern Monetary Theory? Your first paragraph is almost what The Candian Finance Party has in mind (to set up an endowment for all Canadians to be used by citizens as they see fit)
http://www.financialparty.ca/theParty.htm
The second paragraph is unnecessary. Money is created by keystrokes on computers.
Printed money is about 5% and banks create the rest by lending. Of course the banks get a huge amount of interest that supports the bank owners. That money also circulates through the US economy which is good. The NASCAR mechanics should do something else.
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04:41 PM on 02/27/2012
@HS Friedman-We are officially over 100% Debt/GDP. I think you are looking at a 1994 CBO Report...

http://www.savingsbonds.gov/NP/BPDLogin?application=np
09:18 PM on 02/27/2012
No. Please follow your own link and then divide by the current GDP, or, alternatively you can check out the CBO report.
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09:34 PM on 02/27/2012
Oh I get it...You aren't counting government debt they borrowed against (intragovernmental holdings). In this case, that makes sense. Why don't we just move a few more things off the books and put our debt/GDP under 50%!
03:47 PM on 02/27/2012
Why not follow the 1998 to 2001 example? If all the Bush Tax cuts are allowed to expire, revenue will increase dramatically. Clinton did this during a Recession and still managed the best economy in my lifetime. Once panic is no longer the order of the day, we can sift throught the Budget and find $1 Trillion per year in unnecessary spending. If the Government can bring its budget into balance (which is a DEFLATIONARY approach), then the Federal Reserve can use its Quantitative Easing tool to maintain growth with little chance of INFLATION. If done clevely, this tandem approach of managing the money supply while balancing the budget can shrink net indebtedness very quickly. It must be remembered that every dollar that the Fed. prints is really a net dollar added to the Treasury.
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04:46 PM on 02/27/2012
I think you should spend some time learning about the Fed...and baseline accounting. And borrowing against social security. The Fed is not the Treasury. One is a private cartel, the other is the taxpayer's balance sheet.
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pshakkottai
retired engineer
07:26 PM on 02/27/2012
If all the Bush Tax cuts are allowed to expire, revenue will increase dramatically. Then deficits (spending-tax) will decrease. Deficit is the lifeblood of the economy. Mitchell says "Two simple steps – end T-securities and end FICA – would eliminate debt and tax concerns and create instant prosperity. Can it get any easier? Tell your Congress people." in
http://rodgermmitchell.wordpress.com/2010/10/30/how-to-end-federal-debt-and-create-prosperity/
FICA is very regressive and taxes people who are least able to pay and the money is not needed. USA is not like a household and does not need to tax for spending!
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HUFFPOST SUPER USER
Lock Piatt
03:33 PM on 02/27/2012
Need to add in the OFF BUDGET ENTITLEMENT DEBTS - AMERICA IS WAY OVER GDP IN TOTAL DEBTS -
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Jen Celli
Done sitting and watching quietly.
03:05 PM on 02/27/2012
A living wage with disposable income is needed to put people back on the road to prosperity. Without a return to parity with living expenses, no average American will ever be able to maintain any standard of living beyond the basics. When that happens, the level of revenue continues to erode and business will soon find that the economic model is unsustainable. Customers can't spend money they don't have. With most economic productivity being sustained by a middle class that spends disposable income, everyone prospers. We're seeing just how deep austerity of the middle class has affected the economy and it ain't pretty.
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HUFFPOST SUPER USER
gerald4
licensed mechanical and electrical engineer
02:49 PM on 02/27/2012
Some US citizens believe that there is no limit to the amount of US Dollars that the US government can take from the US taxpayers and/or also continuously borrow more US Dollars back from wealth producing foreigners in the foreign industrial nations and then spend that money to create all sorts of additional government bureaucratic jobs for the unemployed, more government contracts to construct all sorts of “Pork Barrel” infrastructure projects, and also increase the government benefits for those US citizens whom the politicians think will vote for those same politicians that pass laws to give those citizens more and more "free" government money.

The USA will evolve into a third world nation of mostly unemployed starving beggars similar to Somalia after the US government deficit spending destroys the purchasing power of the US dollar.

US citizens should elect politicians that will work towards RE-INDUSTRIALIZATION of the USA because that will create a bigger economic pie, CREATE MORE (non-government funded) JOBS for US citizens that will create more NATIONAL WEALTH in the USA that a portion could be CONFISCATED by the governments at various levels as taxation to pay for our ever increasing government expenses such as more infrastructure, more teachers, more firefighters, and maybe to also PAY OFF SOME OR ALL OF THE US NATIONAL DEBT that we are expecting our children to repay to the bondholders.
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pshakkottai
retired engineer
07:39 PM on 02/27/2012
The gross national wealth = cumulative sum of T securities, savings bonds, other treasury and agency backed Govt supported enterprises (which are components of govt debt) = national debt. The national debt and national wealth and GDP grow together. There is no need to pay national debt back even if it could be done! See actual data in
http://pshakkottai.wordpress.com/2012/02/27/national-debt-and-national-wealth-compared/
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HUFFPOST SUPER USER
gerald4
licensed mechanical and electrical engineer
02:41 PM on 02/27/2012
The US dollars that we pay foreigners to manufacture our consumer goods and services that we consume/receive have NO VALUE, except that they are redeemable for title to privately owned businesses, factories, casinos, hotels, farms, land, ports, breweries, refineries, forests, ports, breweries, refineries, and other privately owned assets located in the USA that were created by previous wealth producing US generations instead of Gold from Ft. Knox.

The Trade Deficit is the basic structural economic foundation problem that will destroy the US economic miracle because title to US located assets are also leaving the USA to pay for the things that we import and consume in addition to paying for our increasing US government expenses.
Brazil, Russia, India, China, (BRIC) nations, plus Pakistan, South Korea, and the other industrialized manufacturing countries of the world have a positive net foreign trade balance because those nations are NET CREATORS of NATIONAL WEALTH (and the associated manufacturing jobs) for their own nations.

The de-industrialized USA (plus France and the other European PIIGS nations) with a negative net trade balance are NET CONSUMERS (DESTROYERS) of their own existing NATIONAL WEALTH (and the associated manufacturing jobs) in the USA, who live “high on the hog” by continuously borrowing wealth from the industrialized countries.
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wom122
Primum non nocere
02:02 PM on 02/27/2012
Great post thank you Sir.
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HUFFPOST SUPER USER
TRex86
Enjoying life in West Ohio
02:00 PM on 02/27/2012
Take tax cuts in wartime (two unfunded wars). Add unfunded part D. Double "defense" spending to nearly a trillion dollars a year. Add one smallish and one huge recession with resultant tax revenue declines. Transfer economic growth into the pockets of those who will not spend the money. Wipe out seven trillion of wealth with a mortgage backed security bubble. Voila! It's a miracle that the numbers don't look worse.

Now that the economy is starting to warm up we should take the long view. Set a target for unemployment (5%) at which point we raise taxes (especially top brackets ala the Buffet rule) and significantly reduce spending. In the latter category it's obvious that defense spending is the easiest area to cut--down to France's level. Rather than cutting the entitlements, which are costly but boost the economy, means-adust them and extend Medicare to all citizens. Medicare's efficiency would save hundreds of billions of dollars.

The budget for 2020 should be: revenues = expenditures + amortization fo the federal debt + amortization of anticipated future costs of entitlements. Wipe out the debt and trust fund liabilities. Pay for programs with progressive income taxes. Nuff said.
01:34 PM on 02/27/2012
Thank you for posting this article! May it be widely read and taken seriously.
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bbrown37
Wherever you go, there you are
01:32 PM on 02/27/2012
The obvious thing would be to look at military spending, but you just know they'd call that bluff by axing the actual service-men and women's benefits, pay, education kick-backs, etc.

As a country we excel at cutting from the wrong-end when we are looking to save money.

As far as revenues, people making money means more spending, more demand, and more taxes. The more people making money the better. A man making $10,000,000 a year may pay a comparative amount of taxes to ten men making $1,000,000 a year or five-hundred men making $20,000 a year, but that man doesn't provide as much demand for goods and services, the consumption of the same inflicting myriad taxes along the way.

When the middle-class loses wages and benefits, demand goes down and tax revenue with it. Our government has seen this situation and concluded that they need to cut services for the lower and middle class, since they're not paying the bill anymore, while stepping up for the "job creators" who still pay them money to go a-campaigning.

The question is, where will these partners in crime (the government and big business) be when the middle-class totally vanishes?
jhNY
Mercy.
01:14 PM on 02/27/2012
"In general, economists that begin analysis with their personal philosophy first and then hunt for data to support those ideas can be called many things, but they certainly cannot be called objective scientists."

Except for the occasional politician, nobody anyplace outside of an Economics Department, has troubled themselves ever to imagine that economics is a science, though it is generally agreed that whatever economics is, empirically, it is undoubtedly 'dismal'.
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HUFFPOST SUPER USER
Robert Lee Harrington
I'd Love To Change The World..
12:09 PM on 02/27/2012
Great article Mr. Friedman. Current republican rhetoric has been to slash the deficit, ignoring the effect of austerity on an economic recovery from the worst recession since the great depression. They seem to be opposed to restoring the progressive tax system to it's pre Bush administration levels. perhaps as they approach the 2012 election they will come to their senses. Cuts in Defense and reductions in the rate of growth of social programs over the next ten years will get us on the road to lower deficits.
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04:50 PM on 02/27/2012
It's good in the sense that one, there wasn't and hasn't been a balanced budget in our lifetime (unless you are 85, which wouldn't surprise me). It is actually amazing that people still believe this myth under Clinton.

It's also good that the official Debt to GDP isn't 69%. It is 100%, according to the Treasury (Intragovernmental holdings are debt)

http://www.savingsbonds.gov/NP/BPDLogin?application=np

This article is extremely dishonest, to say the least.
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HUFFPOST SUPER USER
Robert Lee Harrington
I'd Love To Change The World..
10:40 PM on 02/27/2012
CNN Fact Check: The last president to balance the budget

Fact Check: Who was president the last time the budget was balanced?

– The U.S. government suffered budget deficits every year from 1970 through 1997.
– Democrat Bill Clinton was president in 1998, when the government finally recorded a surplus.
– There also were budget surpluses in 1999, 2000 and in 2001. 2001 was the last year the Clinton administration proposed the budget.
– Republican George W. Bush succeeded Clinton in 2001. The United States had a budget deficit in 2002, and it has recorded budget deficits every year since.

http://politicalticker.blogs.cnn.com/2010/02/03/cnn-fact-check-the-last-president-to-balance-the-budget/
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HUFFPOST SUPER USER
Robert Lee Harrington
I'd Love To Change The World..
10:38 PM on 02/27/2012
The Budget and Deficit Under Clinton

Posted on February 3, 2008

Updated on February 11, 2008


Q: During the Clinton administration was the federal budget balanced?

Was the federal deficit erased?

A: Yes to both questions, whether you count Social Security or not.


http://www.factcheck.org/2008/02/the-budget-and-deficit-under-clinton/
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HUFFPOST SUPER USER
niumarmion
a temporary being
11:41 AM on 02/27/2012
Here is a no-brainer first step. Lets not go to war with Iran. They are not any more dangerous than Russia who has tens of thousands of units and does not even control all of them.
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HUFFPOST SUPER USER
Joey Call
02:31 PM on 02/27/2012
So glad someone has posted this!!
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HUFFPOST SUPER USER
gerald4
licensed mechanical and electrical engineer
02:56 PM on 02/27/2012
Me too!