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Ian Fletcher

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Obama's Dumb Criticism of Romney on China Currency

Posted: 09/16/2012 10:43 am

Mitt Romney, as I've noted, has been heating up the issue of Obama's failure to stop China's currency manipulation.

This currency manipulation is a big distorter of our trade with China, and therefore a big driver of America's trade deficit, which makes it a big driver of job loss and deindustrialization.

Romney is promising to do something about this problem, though, as I've written, it's not 100 percent clear whether he intends to keep his promises on this issue or not.

He's running an ad attacking the administration.

Which is hitting back with an ad of its own, below, calling Romney a phony on the issue because, in his days at Bain Capital, companies his firm controlled were involved in outsourcing American jobs:

This is, frankly, a dumb criticism.

If America's laws and policy environment are set up so that it is legal to, for example, make furniture in cheap-labor nations overseas and import it to the U.S., then companies in this industry either have to match the cost of the importers or go broke.

Which usually, in an industry where labor is the main cost of production susceptible to change, means moving production offshore themselves.

There may be limited exceptions for special niche products or goods that are beyond the industrial sophistication of such nations, but other than that, individual companies really don't have the option of defying the overall economic environment.

This is not an abstraction. I've worked in industries, like the garment trade, where foreign labor costs set the industry's pricing structure. We may not have liked it, and we might have preferred a different U.S. government policy that would have enabled us to afford to employ American labor and still make a profit. But we were stuck.

Any one-firm heroics on our part would just have resulted in our not being there anymore.

So when Bain Capital was investing in industries open to competition from low-wage nations, they didn't have a whole lot of choice about offshoring. Some, maybe, but not a lot.

Therefore, I don't think Mitt Romney is a "hypocrite" to have rationally responded, as a businessman, to the policy environment of 10 years ago and want, today, to change that environment.

Whether he intends to keep his promises is still an open question, but I don't think anything he's done as a businessman proves, per se, that he doesn't.

Some issues in our economy simply cannot be meaningfully responded to at the level of individual people or individual companies. They are systemic, macro-scale issues where our government is the only entity that can provide a solution.

There are legitimate criticisms of Bain Capital to be made. This isn't one of them.

 
 
 
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Mitt Romney, as I've noted, has been heating up the issue of Obama's failure to stop China's currency manipulation. This currency manipulation is a big distorter of our trade with China, and therefor...
Mitt Romney, as I've noted, has been heating up the issue of Obama's failure to stop China's currency manipulation. This currency manipulation is a big distorter of our trade with China, and therefor...
 
 
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Si1ver1ock
the bread of wickedness, the wine of violence
03:49 PM on 09/19/2012
We need to attack the policy not the people. It is the system that is rigged against us.

http://www.youtube.com/watch?v=Rkgx1C_S6ls
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10:45 AM on 09/18/2012
Free market silliness. The 'invisible hand' will regulate wages and prices in global markets as it does in local and national markets in the absence of local or national regulation. -Even if infrastructure costs and living standards are vastly different. There is a reason you partition markets with import charges, etc. If you don't, you wind up paying to improve the infrastructure and standard of living of other nations at the expense of your own. Government has to be the organ of such trade partitions. It is the only body capable of levelling the playing field for all national market participants.
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Fred Scarran
01:31 AM on 09/23/2012
Improving "infrastructure and standard of living of other nations" or more likely making the super rich richer.
07:26 AM on 09/18/2012
Bain was abusiness that was well run. 80% of the companies Bain toke over grow. These created jobs. They like ever other company out source jobs. GE made 5 billion in America and 10 Billion over seas. The CEO now is working on job for America for Obama. Romney spoke the truth and the media attacked him again. America needs to do something to address the problem. When some one tells it like it is the media needs to do the same.
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Fred Scarran
11:21 PM on 09/19/2012
Bain Capital is a money changer organization that doesn't manufacture anything. Romney wouldn't cut it in a company that actually produces something.
07:01 AM on 09/18/2012
Ian, I think you should have mentioned a reason it is valid to criticize Romney as an outsourcer. There is a difference between being President and being a businessperson. That distinction is being lost in this campaign and in fact, if you listen to many voters, they have become convinced that the government should be run strictly on a business model. Someone like Romney, who is tunnel vision on business, and believes in outsourcing as a business practice, is likely not to do much about outsourcing as President. Because the government isn't a business. in fact, its purpose, in part, is to fix the excesses of business. So it is pertinent that we talk about Romney's outsourcing past and since his only real statement is on currency manipulation, its hard to tell if he sees a government role in trade enforcement, changes in trade law and policy, or the underpinnings of much of the outsourcing we have endured. And to be clear, I do NOT believe him when he says he will do anything meaningful about currency manipulation. His party has that issue bottled up in the House, so there isn't much credibility on that score.
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THECHRONICLESOFEFREM
03:29 AM on 09/18/2012
Are you a Republican..seriously?
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Ian Fletcher
Economist, Coalition for a Prosperous America
05:22 PM on 09/18/2012
Not a big fan of either party, honestly.
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Roosevelt Democrat
12:19 AM on 09/18/2012
Fletcher - are you saying Mitt didn't write the rules but he knows how to play by the rules?

Do you think as a negotiator, as he proved when he was at Bain, he would know when to walk away from a bad deal? No matter how much screaming and hollering the leaders of fast developing nations do would he walk away from a bad deal for American Workers?

In the Old West sometimes a town had to hire a gun slinger for protection!

Maybe we need an unsavory Gunslinger?
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Fred Scarran
11:28 PM on 09/17/2012
Conservatives who are pro-tariff are admitting their respective parties are wrong.

Liberals who want to lay the blame on the Conservatives are still in denial. The Democrat/Green Parties are just as Globalist as the Republican/Libertarians. Stop denying it. Unfortunately we need ''you people' to create a new political party that is anti-Globalist.
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10:34 PM on 09/17/2012
America wants a more expensive Yuan vis-a-vis the USD. In other words we want to strengthen the Yuan. So answer this Ian. The Japanese Yen was strengthened between 1970-1995. The Yen quadrupled its' value from 360Y-USD to 90Y-USD by 1995. Now how did that work out as a benefit for America, Ian?

It created a rust belt in America, as Japan expanded into China and resold goods assembled in Japan to the world. The trade deficit constantly increased and caused America to increase borrowing, not a good thing.. It added inflation to the economy, good for gov't and business but not the people. Japan became more powerful and they were able to globalize in competition with American exports, not a good thing.

Insanity is repeating the same mistake and expecting a different result. Strengthen the Yuan and you strengthen China, We strengthened the Yen and that strengthened Japan, a competitor. Strengthen the USD and you will strengthen America, unless of course your focus is on global free trade. The Free Trade experiment has been America's downfall. Facts speak for themselves. After free trade began, corporations globalized and blossomed, while American workers withered on the vine. Is that too complicated to understand? Economics are a simple domino process that are enveloped in mystique and their own particular language. Before the Fed there was Boom & Bust, With the Fed there's Boom & Bust.
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Ian Fletcher
Economist, Coalition for a Prosperous America
11:56 PM on 09/17/2012
It is in our interests to have the strongest dollar we can afford. But no stronger, as this induces us to live beyond our means. With a $500bn/yr trade deficit, the dollar is obviously too strong.
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oneeasyrider
E=mc2: From light you exist
01:25 AM on 09/18/2012
It's a Catch 22 because of our $260 billion energy trade deficit. Lower dollar is good for trade and employment. Alternatively, lower dollar increases our energy deficit and vise versa. We're caught in a trap.

Too bad we don't have a functional Congress devoid of obstructionists (GOP and Blue Dog democrats) who solve problems.

Federal funding ($300 billion to start) PACE loans allowing homeowners to purchase roof top solar panels would go a long way to reduce our energy deficit, stimulate demand, manufacturing and job creation, with payoff typically in ten years, followed by 25 to 30 years useful free energy production. People would naturally want more panels to power/charge electric cars.

Effectively releasing pent up demand for electric cars, reduce our energy trade deficit massively, and most importantly, reduce CO2 emissions.

And where would $300 billion come from? Since Exxon and other oil companies pay zero tax, 35% minimum tax would cover the tab, both for loan interest and solar manufacturing subsidies.
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Roosevelt Democrat
12:23 AM on 09/18/2012
No matter how you slice it an annualized trade deficit of $300 million to China is not sustainable!
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Digitized Human
I have a pulse and working coffee maker!
10:03 PM on 09/17/2012
"Bain" bashers are so hypocritical that it makes me wonder if some kind of virus is the cause of this malady. Because anyone that is using a I-phone, computer, or drives a GM, Ford, or Chevrolet, or Chrysler product cannot possibly trash Bain Capitol seriously. Nearly all the major corporations in this country rely on some kind of foreign parts, resource, material, service, or manpower in some way. I dare these people to inventory the goods in their house and report back the actual percentage of "100% American made" items they have in their home, it should be between zero and maybe 5%. Then explain how they, as consumers, can buy all that foreign crap, then complain about Bain capitol for outsourcing. While I'm not a Mitt fan, he did not break any laws, and outsourcing is not a crime. I do not like outsourcing any better than anyone else, but at least I realize its going to be a reality in this country for quite some time.
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oneeasyrider
E=mc2: From light you exist
01:38 AM on 09/18/2012
It's not a crime when you're well connected in Washington where GOP and Blue Dog democrats operate solely providing corporate customer service. Have an unethical business plan? No problem. Need a tax break to make vulture capitalism more palatable and easier to accomplish? No problem. Need more deregulation? No problem. All that's required, money to grease law maker campaign funds and zero conscious. Wallah! It's all legal.

The general public largely doesn't notice. Long as everyone involved in Congressional/corporate entanglement have no integrity (what you do when no one's looking), then apparently, according to you, and Romney, and perhaps the author, it's all legit. Awesome.
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04:19 AM on 09/18/2012
They aren't bashing them for being a corporation or being successful, or even outsourcing, the criticism is based on them being vultures. Like the mob, they sweep in, spend and leverage until the business is completely unsustainable, then bankrupt the place and walk away with a lot of money after betting against themselves. I'm sure there are plenty of places that these investments helped, mostly places like Staples that provide lots of low income/no benefit labor, but most of them do not benefit.

Romney is a hypocrite, because he claims to be strong against a country he has repeatedly done business with. He could be touting it that way, as someone to work with them, but he is not. I don't get it either.
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Digitized Human
I have a pulse and working coffee maker!
02:48 PM on 09/18/2012
We had a whole slew of companies like that in the 90's, that would buy, disassemble(part out)/gut and sell off the pieces of companies, to make a quick profit.  Meanwhile the employees would find the doors closed, and their pensions raided.  I'm sure Bain Capitol had a hand in this practice too.

My only real point, was that people are making a huge deal about outsourcing, while they use their I-phone(major outsourcing), and other foreign made products. I did not defend Mitt Romney, but people need to be fair about their criticisms, and the point you make is valid.
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09:54 PM on 09/17/2012
The solution to the National debt is obfuscated by the rules for accounting,.not reality. The debt can be a pure relationship between the US Treasury and the Fed and in economic crisis the Fed is often the major/only buyer of the Treasury paper.

The Treasury prints paper bearing interest, termed Bonds/TBills, and the Fed prints paper termed Currency.. They exchange their paper and the Fed holds the Bonds/Bills and the Treasury spends the currency. The only people burdened in the process are the Taxpayers. The Fed's currency cost nothing, it wasn't earned or borrowed, so why should the Taxpayer be burdened? The answer, accounting discipline of course. .Otherwise the Treasury might go on a wild spending spree. Well the rules didn't stop GWB did they.

Hundreds of billions in foreign gov't loans are forgiven at Taxpayer expense,.the holders of corporate treasury paper write it off in bankruptcy, so what is wrong with the Fed simple writing off some of the Federal Treasury paper that the Fed holds in inventory? Who is hurt? It doesn't harm the Fed or threaten the Fed 's survival. It simply takes a burden off the Taxpayer and frees the gov't to start fresh. Oh yes, it does violate those rules of accounting, but nothing more. Any argument about the result of this on confidence etc. is only speculation.and not fact.
06:27 PM on 09/17/2012
Great job Ian. Free trade has taken all the leverage from the worker. Until we solve our trade deficit our wages will languish, demand will be soft and most of us will suffer.
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Ian Fletcher
Economist, Coalition for a Prosperous America
06:17 PM on 09/17/2012
Sigh... The first rule of editorial commentary is that nobody reads what you actually write.

So may I note:

1) I did not, have not, and (almost certainly) will not endorse Romney for president.

2) I merely pointed out that one argument against him, on one issue, doesn't hold water.

3) I am not a fan of offshoring. Indeed, I wrote a book attacking it.

4) I never said that offshoring was OK "because it is legal." It isn't, and being legal doesn't make things OK anyway.

Most of the angry responses to my argument seem to come from people who have never worked in an executive capacity in an industry facing foreign competition. They seem to think you can just *decide* to employ $15/hr American labor when your product has to survive competition with firms producing the same thing with $2/hr foreign labor. You (usually) can't.

I would very much prefer that American workers not be put in this position, but it will take a Federal trade policy change, not quixotic gestures by individual companies, to bring this about. So please stop demanding that individual businessmen do something they can't. I might as well badger my critics on this about owning Chinese-made bath towels.
10:41 PM on 09/17/2012
I can't say you're wrong, can't say you're right. The message I retained (my questionable intellect here) from the words of Obama were tongue-in-cheek references to the fact that Romney would make such a self-incrimnating comment in the first place, though I'm surprised less and less by the lack of awareness of this bunch. To ME (once again, my questionable intellect here) it pretty much proved that Mitt can't REALLY explain why he has so much money...or why he feels no-one else should REALLY have the higher intellect to do the same. Heck, 47% of us are on governmental IV and he has NO intention of representing 47% of the US population...Now THAT'S what we're looking for in a leader.
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Roosevelt Democrat
12:37 AM on 09/18/2012
I've worked as a chemist/engineer going on 40 years. Labor cost is rarely the deciding factor in re-locating off shore. It's usually concerns energy cost. When we automat we increase output.

I have friends running operations in China their industrial electricity rates when they actually get a bill is 1/7 what I have to pay here in California.

Do you really think we lost the highly automated low labor cost high energy cost manufactures of solar cells manufactures like Solyndra, Spectrawatt and Evergreen Solar because of labor cost?

China last year burnt 49+% of all the coal consumed on the planet! They have discovered 19th century England's secrete!
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05:31 PM on 09/17/2012
"So when Bain Capital was investing in industries open to competition from low-wage nations, they didn't have a whole lot of choice about offshoring. Some, maybe, but not a lot. "

Finally...a voice of reason.
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Fred Scarran
09:48 PM on 09/18/2012
Yeah it's like saying, "Sure Franklin was a slave owner, but he was still against slavery."
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cornel
wuf wuf
05:02 PM on 09/17/2012
Bain has outsourced a lot of jobs to China, it's the Chinese saying it and they also have their takes on Romney's approach to the Chinese currency and it's really worth reading -> http://news.xinhuanet.com/english/indepth/2012-09/14/c_131850798.htm
Beside Obama want to cut the intensives for companies outsourcing jobs, Romney want's to keep them. So tell me, who is for the American Blue Collars and who is for the American Wing Collar !
07:58 PM on 09/17/2012
The Chinese take on Romney is worth reading. I will vote for Romney just because they don't like him. The Chinese care about the Chinese; they definitely do not care about our Blue Collar workers. Hate Bain, hate Romney. I don't care. But if you trust anything in the Chinese press you are a fool. I live in China. The only news worth reading here is what gets through on Weibo/Microblog.
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03:46 PM on 09/17/2012
Hasn't the Presidents own job czar, Jeff, sent jobs overseas?
Yes he has.http://www.huffingtonpost.com/2012/07/12/obama-jobs-council-outsourcing_n_1666443.html
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Alexander Grable
07:32 PM on 09/17/2012
GM is now returning jobs to the US and while there are some bad people out there who enjoy sticking it to American workers and especially unionized ones, there are plenty of others who don't like doing what they've been doing but as the article points out, the government has been serving the people who hate American workers.