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Ian Fletcher

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As Jobs Go Global, U.S. Workers Pay

Posted: 02/ 3/2012 2:02 pm

It's no secret the pot is boiling a bit again with respect to America's trade-induced economic problems. Or, more properly, free-trade induced, as neither I nor any other protectionist I know is against trade per se. Or, to be even more precise, "free"-trade induced, because free trade isn't really free on the part of foreign nations, which block American exports by a thousand devices overt and covert.

The New York Times has an o-kay story on the problem here: As Jobs Go Global, U.S. Workers Pay.

Glad the NYT is running this, and glad Reuters wrote it.

But it's mild, mild stuff. In terms of my book Free Trade Doesn't Work, they've admitted to Chapter 5's dubious assumptions #3 (domestic factor mobility) and #4: (inequality). No mention of the other 7. I summarized these issues in an article here.

So they're really trying to preserve the conventional "free trade is, all things considered, best" model, by showing how observed problems do not refute that model but can be explained within it. As I noted in my book, none of my "7 deadly sins" are exotic stuff; they're all actually well-cataloged within conventional economics, if one knows where to look.

Expect more of this: the conventional wisdom is designed for defense in depth. The establishment's strategy is to make the smallest possible concession in the face of every new fact.

I wrote about the MIT "China Syndrome" report the article mentions when it came out, here:


The Third Way think tank has a new report out on dealing with China, "China's Trade Barrier Playbook: Why America Needs a New Game Plan," here.

Third Way styles itself, more or less, as a post-partisan "fresh thinking" good-government group. I'm not a huge fan, as they tend towards repackaging establishment-pleasing solutions in "new" garb, but they're sometimes worth reading.

Their report grasps the scale and nastiness of China's trade barriers against the U.S. But I can't take seriously any would-be trade reformer who supports the Trans-Pacific Partnership, which I debunked here.

Also, the report has some tediously naive stuff about how China supposedly doesn't know what's best for it (and how we can teach them!), to wit:

The United States should redouble its efforts to convince China's government, business and thought leaders that playing by the rules is ultimately in China's own interest. America might note, for example, that:

• Increasing the value of the Yuan will help China control serious inflation,
increase domestic consumption and benefit China's consumers.


• Protecting IP is critical if China is to develop its own new ideas and build a
real innovation-based economy.

• Fair, international technical standards will help Chinese companies sell
innovative products in foreign markets.

• Assuring fairness for U.S. investors will win China allies as it seeks to
increase its own investment in the United States.

Like China's going to take trade pointers from the side that's currently losing!


 
 
 

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03:54 PM on 02/05/2012
Globalization will not work unless there is one common unit of money exchange. You can observe the process in the Eurozone, the 17 countries who have adopted the Euro and the mess that it has put them in. You can observe the mega trade deficits of the USA and the complementary trade surplus' of China that are used to accumulate American debt obligations to keep the Yuan undervalued by some 40%. This is cheating and it impinges directly on the U.S. Worker and the mega rich corporate interest commits this "treason" for the simple accumulation of wealth in some perverted game of ugliness.
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Fred Scarran
04:11 PM on 02/16/2012
"Globalizat­ion will not work unless there is one common unit of money exchange."

No that's not what makes a true free trade zone. Federalization is the only thing that can enforce a true free trade zone. The US had many different homegrown and foreign currencies in times without a central bank and it was still a true free trade zone between the states; but only because there was enforcement from a 'higher power'.

So that's the goal of Free Traders, to create a worldwide government.
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humanbeing-rick
Born in the USA 1947
10:31 AM on 02/05/2012
This is one of the few articles I can find on HP speaking up for labor rights.
The great American sell-out continues unabated, as America loses more jobs and more industrial power to places like China. Our American business leaders are selling out America to Communist China, to fatten their own wallets only. America is being undermined from within.
This is the biggest issue of our time!
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Scott Leland
11:24 AM on 02/06/2012
There are no "American Business leaders" these days, just "economy followers" as they follow the lead of the U.S. Chamber of Lobbyists. We have to let the corporations know that we will appreciate them hiring Americans to keep the Recovery going:

http://www.flixya.com/blog/3201910/Beautiful-Butterflys
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01:14 AM on 02/05/2012
One has too ask oneselve is the ruling class that runs this country loyal too this country or some mad vision of a one world government with the very few ruling it? What does the white papers of the elite say on this subject? So of the elite, what is the profit? It is not "free trade" it is rigged trade.
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Carol Gebert
08:47 AM on 02/05/2012
*Loyal* ??? Not sure what you mean. Why should a business person be loyal? Make good business and follow the law. That's all.
03:58 PM on 02/05/2012
ever heard of the pledge of allegiance? The corporation is governed by greed. It will gladly poison you for a profit, eh?
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Scott Leland
11:26 AM on 02/06/2012
Did you mean "patriotic" as they receive the benefits of US tax dollars (roads, national defense of the ocean shipping routes?)
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humanbeing-rick
Born in the USA 1947
10:32 AM on 02/05/2012
Free trade is their code word to cover up the sell-out of America.
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Scott Leland
11:27 AM on 02/06/2012
Yet all the corporate CEOs are Republicans and demand a "strong national defense."
05:04 PM on 02/04/2012
"Free Trade" just another euphemism for "Slave Labor"...Very Luntzian. No different than "Clear Skies" initiative, et al...Yes...that trade is so "Free" that average import tariff on U.S. goods entering China 28%...average import tariff on Chinese goods entering U.S. 2%. Not only "Free" but soooooo "Fair" to, eh?

Only in America are we stupid enough to let our MediaCorporatePoliticalMachine sell us this bunch of nonsense and then have us ask for more.

"Yes, please, outsource more of our labor/manufacturing/blue-white collar jobs...it's only inevitable and in our best interest. Please sir, may I have another?"
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Scott Leland
11:30 AM on 02/06/2012
Yes, you are right and President Bill Clinton sold the Congress on the Republican "Big Idea" of the NAFTA "Free Trade" deal that was going to "create millions of high-paying jobs in the export industries" and the result was the export of millions of Americans' jobs.
11:53 AM on 02/06/2012
Obama in his State of the Union address bragged about new trade agreements of which none of them include trade balaance agreements. So US manufacturiers can now ship more and importers can ship even more, or in other words, the US will continue to import more than it exports. The difference in trade balances is a direct correlation to higher US unemployment and lower wages.

The travesty is that Obama bragged about his new great trade agreements and made it sound like the US got a great trade deal. and voters will actually believe him.,
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LeftCoastEng
Obsessed with failed trade
02:08 PM on 02/04/2012
Very slowly, a conversation about the damage caused by "free trade" is making it into the mainstream media. Now if we could get people to stop saying globalization is here to stay and there is nothing we can do about it. It is only here to stay if we chose to do nothing about it.
06:23 PM on 02/04/2012
Well said, LeftCoastEng.
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humanbeing-rick
Born in the USA 1947
10:35 AM on 02/05/2012
Exactly. Free trade agreements can easily be abolished and re-written to level the playing filed for American workers.
09:40 AM on 02/04/2012
"free trade isn't really free on the part of foreign nations, which block American exports by a thousand devices overt and covert"

As a German, it's probably natural I look at this generalization from a different angle. My first and main objection is to the matter-of-course stance you take the "free" is solely defined by the US/ US standards.
I think we can agree that business and economic philosophy in continental Europe is substantially different from the US. So, your definition would basically require that everyone trading with the US would have to fully adopt the US economic philosophy and model. ... I don't think that has much appeal.

Let me give some examples: Other than the US, we do not loathe our polities holding shares and voting power in major corporations. Why shouldn't then a government have the same right as a private investor when it comes to put additional funding (subsidies) into a business to catalyze revenues. Certainly, for example, no one objects when Warren Buffett provides an infusion of money on extremely favorable terms for a business he holds shares in. Why shouldn't then France and Germany grant favorable loans to Airbus?
10:27 AM on 02/04/2012
A second example: IP. First, there is a fundamental legal difference between the US and Germany for example. German law is not focused on "copyright" but on "intellectual ownership", for example. But aside that, it's simply unthinkable under EU and German law to accept that a US company can claim IP on the gene code of (regular/natural/not-manipulated) Broccoli and derive revenues from that. Or to claim having the IP on something like "double- click". Or the absurd legal argument that does occur right now in German (and other European) courts between Apple and Samsung. Quite frankly, I wonder why the judges not simply fine both parties for wasting precious taxpayer money by wasting the judiciaries' time.
Or even more so: SOPA ... which is a complete overreach of US IP laws into other jurisdictions.
10:34 AM on 02/04/2012
And a third one: Trade in GM- foodstuff. Most European citizens are skeptical about GM. As a consequence (isn't politics supposed to follow up the volonte generale with according legislation?) it is directly and indirectly blocked.
The absurdity of US "free trade" claims manifests in this: They know that GM is rejected by many European customers. So, they claim it's an infringement of their "free trade" if legislation forces them to prominently display on their products: "Contains GM foodstuff". They claim it's their "free trade" right that just like in the US they can simply sell it AND disguise the facts.
08:03 PM on 02/04/2012
I think your posts miss the points being made. The author object mainly to "free trade" that is based on unsound concepts. Specifically that China places substantial barriers on trade that skirt the intent of the GATT and the WTO. Also, that it clearly manipulates its currency which is against its agreement in regards to the IMF. Also, that US "free traders" ignore that the GATT, WTO and NAFTA do not address economic and regulatory differentials that lead to de-industrialization and outsourcing in the US to chase wages to the bottom and or force US wages and workers rights to the lowest common denominator.

On your point regarding goverrnment money going into business that is fine. As long as it does not violate WTO convenants which Germany signed along with other members.

Ultimately the US should put its workers and industries first to the benefit of our economy. That is common sense. Also, I think that the world really does not want to see the outcome of the continual diminishment of the US middle class until the point that people are so hard against the wall they feel they have nothing to lose.
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01:35 AM on 02/04/2012
Globalization only raises all yachts...

http://www.morganstanley.com/views/gef/archive/2006/20060303-Fri.html
Globalization's New Underclass

"Stephen Roach (New York)

Billed as the great equalizer between the rich and the poor, globalizat­ion has been anything but. An increasing­ly integrated global economy is facing the strains of widening income disparitie­s -- within countries and across countries. This has given rise to a new and rapidly expanding underclass that is redefining the political landscape. The growing risks of protection­ism are an outgrowth of this ominous trend.

It wasn’t supposed to be this way. Globalizat­ion has long been portrayed as the rising tide that lifts all boats. The surprise is in the tide -- a rapid surge of IT-enabled connectivi­ty that has pushed the global labor arbitrage quickly up the value chain. Only the elite at the upper end of the occupation­al hierarchy have been spared the pressures of an increasing­ly brutal wage compressio­n. The rich are, indeed, getting richer but the rest of the workforce is not. This spells mounting disparitie­s in the income distributi­on -- for developed and developing countries, alike.
11:48 AM on 02/04/2012
Yes. Globalization will be our undoing in other ways. It's completely unrealistic to think that we can have one flat world that is not a totalitarian nightmare. People are not homogeneous and should not be. Variety is an inherent aspect of life on this planet, because it prevents pandemics that can destroy our food supply and human life. We need people to be localized, different, self-sufficient when it comes to producing our own local food. As well as have access to knowing about the world.
It is a terrible idea, this new fascist liberalism that enjoins us to pack ourselves into cities, be the same, think the same, use the same products, farm only to produce specific export products. See the movie "Men With Guns" and that's what I'm talking about. To have democracy people need to see and touch their government and control it. To have freedom people need localized control of their food, their culture and government. I'm not advocating backing off our wonderful technology advances, I'm just saying a lot of what is ruining the world is misuse of that for cororate profit now human happiness health and prosperity. Those interests rarely coincide.
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Scott Leland
11:37 AM on 02/06/2012
The "Occupy Wall Street" movement is starting to specialize and some of the groups are focusing on the negative affects of "Free Trade." This should be an interesting summer as the presidential campaigns envelope all of the Medias (truely the King of all Media.)
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11:50 AM on 02/06/2012
Wonderful !!

That's the last thing the political cartel wants to discuss, with the exception of Buddy Romer.
01:08 AM on 02/04/2012
Ian Fletcher is the most articulate spokesperson for the problems with free trade I have ever seen. His articles always seem to get quickly to the heart of matter without any "fluff" analysis.

Mr Fletcher gives solid analysis and takes no prisoners. I am always pleasantly suprised when I learn something new "of value." I am shocked how often this happens when I read his articles.

It is safe to say I am an Ian Fletcher fan. Politicans and government officials need to listen closely to what he is saying and become fans of his as well. If they don't, the job crisis in the United States will continue and will see a good deal of political instablity in the United States.

We lost one-third of our manufacturing base in the last decade and there is not, and will not be, others jobs that can adequately compensate for this loss.

We need to solve our manufacturing problems in the ways Mr. Fletcher has suggested, or we are going to have some serious problems in the U.S. going forward.
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01:33 AM on 02/04/2012
Our problems also include offshoring of non-manufacturing jobs. Any job that can be performed at a desk or a computer can be performed overseas for much less; e.g.:

o computer programmer

http://www.liveleak.com/view?i=4ea_1195705444
LiveLeak.com - "30 Days: Outsourcing" (2006) (Part 1/2)

The "star" is Chris Jobin, a programmer whose job was outsourced to India. He traveled to India and stayed for 30 days as an employee of a call center.

o accountant
o architect
o engineer
o radiologist
o car designer
o legal services:

http://www.manufacturingnews.com/news/10/0126/outsourcing.html
Outsourcing Firms And Foreign Countries Target More American Service Industries, Especially U.S. Law Firms
11:55 AM on 02/04/2012
I agree. Offshoring of non-manufacturing jobs is a problem, both in terms of lost jobs and the downward pressure that it puts on the jobs still left in the U.S.
01:09 AM on 02/05/2012
So,learn to do a better job. Or does the free marketbonly work ifjobs flow in?
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Scott Leland
11:39 AM on 02/06/2012
We need to let the corporations know that we will appreciate them hiring Americans first:

http://redwriteblue.blog.com/2011/11/04/releaf-america/
06:07 PM on 02/03/2012
The economists are waking up. This recession is continuing because of our trade imbalance. Only few are benefiting. The 1% love it. The rest of the world loves it. America's 99% don't. Soon we will see what happens to an economy where only the rich benefit. Higher crime, unemployment, riots, crime syndicates, gangs, corruption will be prevalent as this will be the only way to survive.
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becky bradshaw
"In a time of universal deceit, telling the truth
10:09 PM on 02/03/2012
And the 1% will be completely oblivious. Problems will be seldom reported by mainstream media, and when they are, the events will be blamed on poor parenting and drug gangs.

Note that not even one major national politician is talking about tackling the trade issue gorilla, just more retreads of already failed policies.
01:14 PM on 02/04/2012
"Note that not even one major national politician is talking about tackling the trade issue gorilla" ... yep, not a one and 'somehow' this escapes any real assessment or analysis by 'media' on the tele and the majority of voters continue to be oblivious and never call their 'representatives' to task
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mansterEZ
searching for secular humanist fact-based truth
04:47 PM on 02/03/2012
The only "free trade" system in existence today is in Somalia where there is no functioning government hence no regulatory environment. Whenever a Capitalist or a politician espouses the virtues of "free trade" I cringe as to what they really want or imply. At least they're being honest, but cover their rhetoric with layers of lies and confusion posing as "the right thing to do".
04:38 PM on 02/03/2012
Protectionism, the meaning of the word explains why nations have long used such measures in efforts aimed at economic sustainment, yet we're constantly told that such is bad. For whom? certainly for those unfairly benefitting from our failure to employ such measures!
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01:26 AM on 02/04/2012
http://www.youtube.com/watch?v=Hp3KK333YI0
Thom Hartmann vs. Matt Patterson: The American Way

http://www.thomhartmann.com/users/unlawflcombatnt/blog/2011/03/tariffs-smoot-hawley-fairy-tale
Tariffs: The Smoot-Hawley Fairy Tale

"...But the effects on trade must also include the reduction in Imports, which ADDS to GDP. (A decline in imports increases GDP). If the import decline is added back to the GDP total (to measure the net trade balance), the "loss" becomes only -$0.2 billion from our GDP — or less than ½ of 1% of the total GDP decline.

In other words, the document-able "loss" from the Smoot-Hawley Tariff — the "net export" loss — contributed less than ½ of 1% of our our -46% GDP decline. Overall, the Smoot Hawley Tariff caused almost 0 damage to our economy during the Depression..."
11:57 AM on 02/04/2012
Protectionism, another word for local control of a culturally united and free citizenry is bad for the 1%, essential to the survival, health and happiness of the 99%. What you've heard all your life is vulture capitalist propaganda. They took over our government a long time ago. We are very brainwashed by the 1% to accept their destructive agenda. I encourage people to see the movie "Men With Guns" that shows very vividly the outcome of globalized free market economies forced on the Third World by the First World.
04:27 PM on 02/03/2012
Excellent article, as usual. As an observer of the globalization 'plan' and its fruition 'to date', it always amazed me that people missed the obvious. In the short term, clearly the developed countries will pay a huge price in terms of jobs / wages / standard of living. Long term, of course, the expectation is that the general welfare of all can / will be raised. Of course, that is just a faint hope, unless there comes a global government and global agreement on human rights, values, fairness, etc.; without that, all you have is the developed world unilaterally sacrificing its advantages...
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01:30 AM on 02/04/2012
The late Sir James Goldsmith warned that GATT would open Western labor markets to competition with 4 billion poorer Asians

http://www.youtube.com/watch?v=4PQrz8F0dBI
YouTube - 1. A prophetic interview with Sir James Goldsmith in 1994 Pt1

http://desip.igc.org/gatt01.html
Goldsmith on GATT: Part 1

"THE NEW UTOPIA: GATT AND GLOBAL FREE TRADE
by SIR JAMES GOLDSMITH

Federal Document Clearing House Congressional Testimony

SENATE COMMERCE GATT IMPLEMENTA­TION
October 5, 1994

Global free trade has become a sacred principle of modern economic theory, a sort of generally accepted moral dogma. That is why it is so difficult to persuade politician ­s and economists to reassess its effects on a world economy which is changing radically.

The ultimate objective of global free trade is to create a worldwide market in products, services, capital and labour. Its instrument to achieve this is GATT, the General Agreement on Tariffs and Trade.

I believe that GATT and the theories on which it is based are flawed. If it is implemented, it will impoverish and destabiliz­e the industrial­ized world while at the same time cruelly ravaging the third world..."

Other Western countries, such as Germany, took steps to protect their labor markets from global labor arbitrage.

But the U.S. decided its workers should live by the Iron Law of Wages.
10:12 AM on 02/04/2012
the core of the philosophy underpinning the WTO / GATT is that american corporations are no longer "nationalist entities" they carry no flag -

BUT - the supreme court deems their voice to be heard in terms of US political contributions as defacto citizens - so they vote their dollars to destroy the actual human US citizens national income base - bit by bit - and therefore discretionary income but they get free access with - no costs - to the US market under the rules they craft from the policitians being paid off

so they get the best of all worlds - free - world agents with a strong voice in US affairs with no citizenship responsibility in their mind

the political system isnt broken - it isnt designed to work - for other than the source of the money
04:08 PM on 02/03/2012
The playing field may be leveled once Chinese workers and others assert their demands for better pay and working conditions.
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becky bradshaw
"In a time of universal deceit, telling the truth
10:15 PM on 02/03/2012
Maybe, but it could also be like waiting for the slaves to rise up in the South. They needed a little help.
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Fred Scarran
04:21 PM on 02/16/2012
They never rose up.
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02:27 AM on 02/04/2012
Three words: Tiananmen Square Massacre
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MassWG
04:03 PM on 02/03/2012
Thanks as always for your views.

I wonder, what is in the cards for us if (when) China's overheated/malinvested economy crashes?
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Scott Leland
11:51 AM on 02/06/2012
The "Wall Street Journal" has been publishing articles several times a month on what is happening in China and it appears that real estate sales have dropped-off about 25%. That has stopped the price increases and the government is building millions (!) of low-priced apartment towers so that is one indicator that their economy is not crashing, so far...