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Jeffrey Sachs

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A New Direction for American Economic Policy

Posted: 10/04/11 02:17 PM ET

America remains mired in crisis because the mainstream economic prescriptions peddled by both parties are wrong. The Democrats want to jolt the economy back to prosperity through temporary stimulus. The Republicans want to slash government spending to make room for permanent tax cuts they claim are the key to economic growth. Moderates in the middle call for stimulus today followed by budget cuts in the future.

All three positions misread America's economic plight. Turning dials on stimulus and tax cuts won't solve the real problems. In my new book, The Price of Civilization, I suggest a new direction.

Washington Democrats (and White House economists) consider themselves to be the heirs of John Maynard Keynes. They view the economic downturn as a temporary shortfall of demand. The role of government is designed to boost demand for a year or two until the "animal spirits" of private investors once again are revved up. A short-term stimulus ostensibly serves two purposes: to bridge the period of low demand and to restore investor confidence in the long-term prospects of the economy.

Washington Republicans consider themselves to be the heirs of Adam Smith. They view the economic crisis as resulting from the lack of profitability of business investment and entrepreneurship caused by excessive taxation and regulation. The Republicans argue that any government spending must be covered by taxes, either now or in the future to pay off government debts. The key to low taxes, they note, is low spending in the first place.

A few self-styled moderates want to have it both ways: stimulate today and reduce the deficit in the future through planned cuts in spending. One obvious question arises in the moderate proposals. When does "today" end and the "future" begin? The stimulus in 2009 was followed by another round of temporary tax cuts at the end of 2010, and now by Obama's proposal for yet more temporary cuts in 2012.

In my opinion, all three positions miss the essential point. The U.S. economic crisis is structural, not cyclical. We are experiencing forces that have been at play for a generation, not a short-term drop of consumer demand that will quickly recover. The long era since the early 1980s has been characterized by low and falling tax collections, not a rising tax burden, but tax cuts have been to no avail. Something much more basic is missing from the diagnosis.

What is missing is the changing global economy. America has been hit by waves of technological and geopolitical change that have upended the old strategies for good jobs and middle-class incomes. The information revolution has knit together production networks that now span the globe. Apple may be an American company but it is employing up to 1 million Chinese workers to produce the iPads, iPhones, and other electronic wizardry that are the new staple products of our economy and culture.

America's challenge is not merely to create jobs. The key is to create good jobs at good wages. Such jobs cannot be created by a short-term jolt of government spending, or by cutting government investments in education, science, technology, and infrastructure. Adam Smith and John Maynard Keynes, who were both acutely aware of long-term productivity as the source of sustained economic wellbeing, would agree. And even as the guru of free markets, Smith had emphasized the importance of publicly financed education for the benefit of the whole society.

The key today is to raise American productivity sufficiently to restore the competitiveness of the American workforce in a tightly linked global marketplace.

Americans with a college degree are generally okay. Their unemployment rate is 4.3% and average incomes are above $60,000 per year. There are many help-wanted signs for talented computer programmers, engineers, and other high-skilled workers. Americans with a high-school diploma or less are falling into poverty, with unemployment of 10% and incomes averaging less than $30,000 per year. For these workers, the only help-wanted signs are for dead-end jobs that lead to poverty.

What is surprising and distressing is how few young people are finishing a four-year degree or an equivalent path to high job skills. The proportion of young people achieving a bachelor's degree has peaked at around 40%. Many more try college, but ended up dropping out because they can't meet tuitions and can't afford to be out of the labor market for the period of college study.

With America at the brink of financial collapse and class war, it is time for all sides to follow a new direction: a long-term effort to invest in skills and twenty-first-century infrastructure, paid for by increased taxes paid by cash-rich multinational companies, high net-worth individuals, and polluting industries. Rather than creating low-skilled and temporary jobs for our kids, we should be helping kids to stay in school until they have the skills to compete effectively in the new global economy.

The money to pay for this expanded effort can come largely from the top of the income distribution. The top 1% of households took home 10% of household income in 1980 but now take home roughly 23%. Along with this remarkable surge in income after 1980 came tax cuts and increasingly easy access of the rich to offshore tax havens.

It's time we insist that the rich do their part to help rescue America from decline. The tradeoff for America comes to this: fewer mega-yachts and other luxuries for the rich, and millions better educated children and young workers for society as a whole. America will recover when all Americans, especially those at the top of the heap, pay the price of civilization.

Check the official Facebook page for latest on events, media and info on "The Price of Civilization."

 
 
 

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08:22 AM on 10/21/2011
Take money from Bill Gates and give it to politicians to spend!? Let's skip the middlemen! Gates and the other 1% should directly allocate their individual taxes among the various government organizations at anytime throughout the year

While we're at it...why not let Sachs put his taxes where his mouth is? If what he's saying has merit...then wouldn't Gates and company follow Sachs's advice if they were given the choice? Heck, why not let all taxpayers directly allocate their taxes?

Forcing taxpayers to consider the opportunity costs of their individual tax allocation decisions is the only way to ensure the best possible use of limited resources. In other words, the invisible hand is always more effective than planners at efficiently allocating resources.

We solved the free-rider problem long ago by forcing people to pay taxes...now we just need to solve the inefficiency problem by allowing taxpayers to choose how to spend their taxes.

Imagine how inefficient the outcome would be if we all had to purchase the same private goods? Yet, everybody thinks it's perfectly natural that we're all forced to purchase the same public goods. The result? Hyperpartisan obstructionism.

Besides, why should people feel a cold prickle when they pay taxes? If we allow them to choose how to spend their taxes then they'll feel a warm glow. It should feel good to contribute to the common good!

Yup, pragmatarianism is the best long term solution to these problems.
12:53 PM on 10/12/2011
Wow, for the first time in years I'm in general agreement with something Mr. Sachs has proposed. I think there's another critical component to the long-term survival of American civilization though, and that's the return of personal responsibility. To this end I'm willing to help pay (not pay completely) for a child's higher education when a family would not normally be able to afford the entire bill. Since some families will continue to make poor choices with regards to their disposable income and their future, we must necessarily set up a Social Security-style mandatory deduction from everyone's paycheck, means-adjusted, to force a certain level of shared responsibility for the next generation's education. I think the same should apply to any public funding of health care.
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carlkirsch
04:45 PM on 10/11/2011
Dr. Sachs says, “The key today is to raise American productivity sufficiently to restore the competitiveness of the American workforce in a tightly linked global marketplace." Nonsense. What good manufacturing we have left is quite productive thanks to robotics and computers, but we still cannot compete. Why? The answer is that no matter how productive you get, you cannot compete with foreign labor. That is an empirical fact.

Dr. Sachs and the other talking heads one sees on television rarely talk about the economic effect 30 years of outsourcing has caused this country. Here is an example: Go to Walmart or Home Depot and try to buy American. You cannot. Walmart, and to a lesser degree, Home Depot, have become giant Chinese outlet stores. The problem is not the lack of American productivity or ingenuity but the fact that we do not make anything in this country anymore. Our manufacturing base has been hollowed out by 30 years of so-called free trade agreements and federal laws that actually encourage big brand name companies like GE, GM, Apple, Caterpillar, etc. to make their stuff abroad and sell it in this country at a tremendous profit. Thus it is that American corporations have enjoyed record profits during this recession, but real unemployment is still at about 20%.

To me the solution is simple: You adopt the same industrial policy China has adopted. “It you want to sell it here, you must make it here.”
maruski
Liberal Lutheran; lean left, save America!
11:07 PM on 10/09/2011
What if we had a college tax? something that taxed corporations if they used people with college level education? the money would go to the schools in their states...

Microsoft depends on these kids knocking on their door for a job but increasingly they can't afford the education required. Our son is an ME graduated 2 years ago and even with an austere budget and our help he still ended up with 30k in debt--and he's lucky.

But that loan is at 7%.

SEVEN PERCENT!!!!!

School shouldn't be that expensive and hamper your future that greatly. In fact Bill Gates has been trying to get some tax reform that directly benefits colleges for this reason. People can't very well go to engineering school and work full time--they have to study too many hours a day. They have to get loans--

if we want American engineers to even exist we have to get with the program. And that doesn't mean making the students pay for more with hope that because they will earn it back later they'll see it as a "good risk". It's already out of balance and increasingly students are just saying "no" to these more diffcult subjects.

So why not have a tax for these corporations that use this kind of talent and put every dime of that into schools?
09:28 PM on 10/09/2011
"America remains mired in crisis because the mainstream economic prescriptions peddled by both parties are wrong."

Wrong....America remains mired in crisis because of the liberal progressive (mainly Democrat) agenda to eliminate private property rights of individuals over the past 100 years. Period. It's not real hard to figure out.
11:29 PM on 10/09/2011
Ha! Good one!
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tnkeating
Dyslexic agnostic insomniac
07:49 PM on 10/09/2011
I think its fair to ask, but not insist. Like it or not, this is money they earned, you may not even like how they earned it but the facts remain, its money they earned. If Mr. Buffet wishes to pay more taxes, he can start with the billion or so dollars his company has been fighting with the IRS for, for ten years. If he wishes to pay more after that I'm open to that also.. I admire his patriotism. If anybody else wishes to pay more please get in line, you have my thanks.
05:50 PM on 10/09/2011
"It's time we insist that the rich do their part to help rescue America from decline."

The top 10% pay almost 100% of the taxes, the bottom 50% pay diddly squat.
Just how much more do you think they should pay?
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03:53 PM on 10/09/2011
Finally, someone makes sense out of current crisis in America. Almost all crises never occurred over night and we are no exception. But to RECOGNIZE the facts & the COURAGE to face them is the beginning.

Your bold proposal is mostly right on:

With America at the brink of financial collapse &class war, it's time for all sides to follow a new direction: a long-term effort to invest in skills and twenty-first-century infrastructure, paid for by increased taxes paid by cash-rich multinational companies, high net-worth individuals, and polluting industries. Rather than creating low-skilled and temporary jobs for our kids, we should be helping kids to stay in school until they have the skills to compete effectively in the new global economy.

The money to pay for this expanded effort can come largely from the top of the income distribution. The top 1% of households took home 10% of household income in 1980 but now take home roughly 23%. Along with this remarkable surge in income after 1980 came tax cuts and increasingly easy access of the rich to offshore tax havens.

It's time we insist that the rich do their part to help rescue America from decline. The tradeoff for America comes to this: fewer mega-yachts and other luxuries for the rich, and millions better educated children and young workers for society as a whole. America will recover when all Americans, especially those at the top of the heap, pay the price of civilization.
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carlkirsch
07:06 AM on 10/09/2011
Dr. Sachs: Why is that people like you pretend that resolution of America’s current economic woes is, to paraphrase Winston Churchill, “a riddle, wrapped in a mystery, inside an enigma” when it is not? Why is it that people like you and many of the talking heads on TV say, like you said above, “The key today is to raise American productivity sufficiently to restore the competitiveness of the American workforce in a tightly linked global marketplace,” when it is not. (This comment continues because it too long.)
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LawTalkingGuy
Rational human male.
12:57 PM on 10/09/2011
"Dr. Sachs: Why is that people like you pretend that resolution of America’s current economic woes is, to paraphrase Winston Churchill, “a riddle, wrapped in a mystery, inside an enigma” when it is not? "

He doesn't. He explains the mistake the main parties are making, explains the problem, and explains what to do to fix it. There's no mystery, enigma, riddle, or combination thereof.

"Why is it that people like you and many of the talking heads on TV say, like you said above, “The key today is to raise American productivi­ty sufficient­ly to restore the competitiv­eness of the American workforce..."

That's not what he's saying. It's the conclusion, and if he gave only the conclusion it would be a hollow argument. What he's saying is that we need to abandon cuts and short term stimulus for a long-term investment in modern infrastructure and training, so that the next generation of Americans will have the tools to face the world. It's not about increasing 'productivity', although you might imagine that is an intended result, it's about saying where you want to go and the methods you use to get there.
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carlkirsch
04:53 PM on 10/11/2011
LTG, Dr. Sachs says, “The key today is to raise American productivi­ty sufficient­ly to restore the competitiv­eness of the American workforce in a tightly linked global marketplac­e." That is not a conclusion that is Dr. Sachs' remedy. However, it is nonsense. What good manufactur­ing we have left is quite productive thanks to robotics and computers, but we still cannot compete. Why? The answer is that no matter how productive you get, you cannot compete with foreign labor. That is an empirical fact.

The problem is not the lack of American productivi­ty or ingenuity but the fact that we do not make anything in this country anymore. Go to Walmart or Home Depot and try to buy American. You cannot. Walmart, and to a lesser degree, Home Depot, have become giant Chinese outlet stores. LTG, our manufactur­ing base has been hollowed out by 30 years of so-called free trade agreements and federal laws that actually encourage brand name companies like GE, GM, Apple, Caterpilla­r, etc. to make their stuff abroad and sell it in this country at a tremendous profit. Thus it is that American corporatio­ns have enjoyed record profits during this recession, but real unemployme­nt is still at about 20%.

To me the solution is simple: You adopt the same industrial policy China has adopted. “If you want to sell it here, you must make it here.”
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Rendy Bee Mulyono
Someone with constant stream of
01:56 AM on 10/09/2011
also, it's time for americans to realize that sometimes the wheels do come down, and no american exceptionalism will prevent some downturn to happen. all great empires experience downturn/downfall, maybe it simply is time for other nations to "reign" (not that China's rise is all that rainbow and unicorn)
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TheGreatRenewal
Naming the next paradigm
01:17 AM on 10/09/2011
Sorry Jeffery ... more qualifications does nothing for the majority of people. New Zealand tried that. In fact sales clerks and apple pickers were encouraged to have qualifications in their work. In the Knowledge Wave Economy there are few jobs. You are still thinking about 'demand economics' and there just isn't enough left.

We need to focus on a Great Renewal and turn our energies for at least a generation (globally) to healing our planet through these types of jobs in the millions .... worldwide.

Build millions of miles of bike and horse paths
Replant diversified forests, grasslands and hedgerows
Tear down derelict buildings and parking lots and plant urban farms
Retrofit all buildings
Build light rail and trollies
Clean up every creek, stream, river, lake, beach
Put solar hot water and micro wind on all buildings
Develop clean energy
Put water catchment on all buildings
Modernize water, sewage systems
Put all power lines under ground

We need to rethink, regrow, regenerate, re-envision, redesign, refurbish all aspects of our environment and turn our money into healing our planet. Without a healthy environment we will have no economy.

What has happened in the past 40 years is an outrage. Watch Bag It http://www.bagitmovie.com/

And join us at The Great Renewal http://www.facebook.com/TheGreatRenewal ... we must now post positive actions that are being taken to change the whole dynamics.
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carlkirsch
05:04 PM on 10/11/2011
I agree. "More qualificat­ions does nothing for the majority of people."

Relative to America's economic woes, the problem is not the lack of American productivi­­ty or ingenuity but the fact that we do not make anything in this country anymore. Go to a Walmart or a Home Depot in the United States and try to buy American. You cannot. Walmart, and to a lesser degree, Home Depot, have become giant Chinese outlet stores. In America, our manufactur­­ing base has been hollowed out by 30 years of so-called free trade agreements and U.S. laws that actually encourage our brand name companies like GE, GM, Apple, Caterpilla­­r, etc. to make their stuff abroad and sell it in this country at a tremendous profit. Thus it is that American corporatio­­ns have enjoyed record profits during this recession, but real unemployme­­nt is still at about 20% in this country. MBAs and other degrees (with the exception of engineering) do nothing to get a person a job in this country. Just ask those participating in Occupy Wall Street, and they will tell you that.

To me the solution is simple: You adopt the same industrial policy China has adopted. “If you want to sell it here, you must make it here.”
03:54 PM on 10/06/2011
Although I agree with much of your article on a new politico-economic direction, it oversimplifies both the structural problems in our economy and the solution.

The solution to the structural problem must include more manufacturing in the U.S. to provide middle class jobs for at least some part of the 60% of high school graduates who don't go on to get a higher degree. Some of them will get jobs constructing infrastructure, office buildings, etc. Some will be stuck with lower-paying service jobs in retail stores and restaurants, hotels, etc.

Education is not likely to greatly reduce the 60%. Most of the 60% could borrow and work summers to get enough money for community or state schools IF they had the educational foundation or needed study ability. They don't. Apply the concepts of diminishing returns or Tyler Cowen's "low hanging fruit" to the 60%. Maybe 50%-60% is it.

In your long-term solution, you ignore the need to decrease the annual deficits gradually, despite growing Medicare & Medicaid costs. We probably CANNOT get enough revenue to increase infrastructure and education spending, while redicing deficits, by taxing only the upper 1% (rate up to 40% or Harry Reid's millionaire 5% surtax) and large corporations. What we probably have to do is let ALL of the Bush tax cuts expire at the end of 2013 or use the threat of that to get a better tax increas/reform plan from Republicans in December of 2012.
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Robert Secrist
those who forget are condemned to repeat
02:50 PM on 10/05/2011
Good luck. The top 1% wants to pay LESS, not more. And it could not care less about the vanishing middle class. If anything, the top 1% is in favor of cutting spending AND taxes.
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LawTalkingGuy
Rational human male.
12:58 PM on 10/09/2011
But in a democracy, why should that matter? And if we don't have one, shouldn't getting one back be a priority?
11:34 AM on 10/05/2011
Jeff, you are so right...a number of economic forces have structurally altered our economy so that it cannot be viewed as cyclical. You are also right about the two schools of thought that prevail in Washington - Keynes and Smith. Neither approach singularly nor a combination of the two will turn our economy around where jobs creation is concerned. I strongly contend that the structural change in our economy demands a paradigm shift in foundation of our employment system - employment/labor laws that prevent American companies from competing for talent in the global economy and curtails workers' freedom to independently pursue career opportunities outside the archaic feudal relationships that currently define "employee" and "employer" as well as what is legally permissible within the confines or a relationship between the two entities. Most people don't realize these two simple terms are legal terms that seriously limit the freedoms of workers and companies that are failing to compete in a 21st century labor economy.

As President Obama talks about repairing the nation's infrastructure, i.e. roads, bridges and schools, he should focus his efforts on urging Congress to pass legislation to repair the archaic legal INFRASTRUCTURE of our employment system. The answer to our jobs crisis lies in an innovative concept known as Universal Employment. To find out more about the benefits of universal employment and how it can be used to create organic jobs growth and get millions of Americans back to work, check out: http://geni360.com/blog/?p=57.
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lrobb
Southern Rational
01:15 PM on 10/05/2011
Most liberals will recoil from your recommendations horror. They should not.

I have a small business which until six months ago actually had employees. In July of 2007 I had eight of them. Then the bottom dropped out of the real estate market. Today I am a "solopreneur" working out of a bedroom in my home with my two dogs as supervisory personnel. I should have done it 20 years ago.

When my title abstract business gets ahead of my ability to meet deadlines, I now contact a network of independent title abstractors and farm out a title search or two. They do the same to me. I don't have to file quarterly payroll tax returns, worry about insurance or a 401k plan--except for myself.

My income took a nosedive when I was trying to carry employees until things turned around. Once I acknowledged they weren't going to and took steps to protect my own income, life got incredibly better.

My former employees are now also "solopreneurs" doing as well or better than they did with me by using their own contacts to increase their business. We are all still extremely close, and have formed the core of our newly developed "network."

You are so very right that there is an entirely new paradigm at work which the state and federal government have no clue what to do with. However you must remember that government is also about a decade or two behind technological advances as well.
02:38 PM on 10/05/2011
Irobb, you definitely get it!! Liberals who would recoil will only do so out of ignorance and fear of the unknown. I admit, the innovation of which I speak is new and represents the paradigm shift that MUST take place if we are to soon find our way out of the mess we're all in with respect to joblessness. The situation you describe goes to the heart of the problem we're facing. Unfortunately, when "soloprenuers" like you make this life-saving move they are forced to operate outside the boundaries of employment/labor laws and receive none of the protection and coverage that these laws were originally intended to provide for workers. It is also unfortunate that the Government doesn't realize that by amending these laws, they can draw millions of workers into the employment system, which would generate billions of dollars in tax revenue for tax authorities. This is not rocket science, but for some odd reason our Government cannot see the value in making the necessary legislative changes that will almost immediately turn our job crisis around. THANK YOU FOR GETTING IT AND HOPE THAT OUR POLICYMAKERS AND LEADERSHIP WILL SOON SEE THE LIGHT!!
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Robert SF
05:59 PM on 10/05/2011
Your former employees can't all be doing well since you let them go for lack of business. One or more of them must be doing worse than before.
09:57 AM on 10/05/2011
How about Americans boycott the new iPhone until Apple employs Americans to make it.
10:45 AM on 10/09/2011
How about Americans boycott Walmart until it sells goods "Made in USA"?