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Meredith Bagby

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Debt Ceiling: The Sky's Not Falling -- Yet

Posted: 05/17/11 12:03 PM ET

It's official. As of Monday, May 16, the United States of America has reached its debt limit ($14.294 trillion). That means that the Treasury Department can no longer borrow money to pay the debts or meet the expenses of the U.S. government. You may say, wait, the sky didn't fall. People are not running in the streets in chaos. The stock and bond markets haven't crashed. I had my latte this morning and it was delicious. So what's the big deal?

The reason those things haven't happened (yet) is thanks to Treasury Secretary Timothy Geithner. Geithner sent a letter to Congress on Monday explaining how he is able to "move money around" and keep things running until August 2.

He's "fudging" the debt constraints right now by "suspending investments in federal retirement funds." Depending on the level of U.S. government expenses, he may also have to pay just interest due to bondholders (rather than principal) -- and generally pick and choose which debtors to pay off and which to put off -- on a day-to-day basis. This strategy, said Geithner, is akin to a homeowner who pays his mortgage at the expense of his car loan and credit cards.

While the sky isn't falling today, or even this week, Geithner says that he can't keep this juggling act up forever. In his letter to Congress, he wrote that we must "increase the debt limit in order to protect the full faith and credit of the United States and avoid catastrophic economic consequences for citizens." Fifty-six percent of Americans agree with this prognosis, according to a POLITICO-George Washington University Battleground Poll.

If the debt ceiling is not raised -- at a minimum -- "our bond market and stock market would crash," said former Congressional Budget Director Rudolph Penner. It's hard to imagine what a maximum would be.

Despite this looming disaster, it doesn't seem like Congress is in too big a hurry to do anything about it. Quite the opposite: Tea Partiers and many Republicans are hoping that this coming financial apocalypse will force the Democrats to make big cuts fast to the U.S. budget.

Speaker John Boehner said in response to Geithner's plea: "There will be no debt limit increase without serious budget reforms and significant spending cuts -- cuts that are greater than any increase in the debt limit." And Senate Minority Leader Mitch McConnell threatened that he would not vote for an increase in the debt ceiling without "serious" reforms to entitlements like Medicaid and Medicare.

Meanwhile, Democrats argue that any solution must include raising tax revenue -- a position that Republicans have said is unacceptable. Democratic House leaders are in New York this week meeting with Wall Street execs, to present their vision of deficit reduction. (Speaker John Boehner met with Wall-Streeters last Monday.) Meanwhile in D.C., Vice President Joe Biden is leading a bipartisan, bicameral panel charged with coming up with long-term deficit solutions -- even as House members are on recess.

The difference, of course, between Democrat and Republican strategies, is that the Republicans are willing to drive this game of chicken all the way off the cliff if they don't get what they want. We learned this in the last round of budget negotiations in April -- and that's a difficult position with which to negotiate. Democrats are full of warnings, but they are willing to negotiate. Republican are full of threats and they're willing to pull the trigger.

Will we get a compromise? As of today, the bond markets haven't collapsed. Neither has the stock market. Most well-respected financial analysts are betting there will be an accord. But -- given this year's tough budget negotiation -- maybe the question we should be asking is: at what price?

 

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AZreb
equal-opportunity Independent heathen
09:19 AM on 05/18/2011
This reminds me of a person who has reached the limit on all of his/her credit cards. Can that person call or write the companies and say "I have reached my limit - please raise it for me so I can buy more"?

What would be the answer? A resounding "NO!" Result - default on payments and end up bankrupt OR start cutting all UNnecessary buying. No more sodas or lattes every day - one trip for many stops for groceries, medications, other necessities - no new car, TV, video game, boat, jet ski, vacation cabin, clothing - leaving funds to pay down the credit cards.

There is so much fraud and waste in government, so many overlapping groups that it seems there would be multiple ways to save money, not spend it. Not to mention the obscene retirements for Congress, the subsidy (75%) the taxpayers pay for the members' health insurance, the free postage, the free gym, the "fact-finding junkets' (shopping and photo-ops), and their ability to vote themselves raises.
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PrometheanSalvation
Bringing fire to cleanse the land.
09:44 AM on 05/18/2011
If 'a person' could print there own money, you might have something with your analogy, but as it stands, it falls flat. The debt ceiling will be raised, which is necessary to prevent undue hardship on those who can least afford it (like grandma waiting for her SS check so she can eat, or using her Medicare so she can get the pills she needs to live.)
09:01 AM on 05/18/2011
Republicans and teabaggers play Russian roulette with the future of America. I guess we will find out in August whether America is done as a superpower. All the independents and fair weather democrats who voted Repug last fall better be thinking about getting their investments out of the stock market in the next two months.
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tnkeating
Dyslexic agnostic insomniac
08:46 AM on 05/18/2011
The problem as I see it is there are twice as many government workers to private sector workers, when the takers out number the makers you get what exactly what we have.
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AZreb
equal-opportunity Independent heathen
09:21 AM on 05/18/2011
Great summary of the problem -
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PrometheanSalvation
Bringing fire to cleanse the land.
09:33 AM on 05/18/2011
Flat out made up. If you are going to lie, try to make it a little more believable.
madkoz
Dog is my co-pilot
06:41 AM on 05/18/2011
Raising taxes would be the last nail in the Republican coffin and prove what an utter failure trickle down economics actually is.
01:06 AM on 05/18/2011
we could bring all the troops home, stop giving out foreign aid, place another tax tier for the people making over 1 mill. and do some clinton era property tax levels. and that would probabyl balance out the budget. nextly, take awya oil subsidies, and corporate tax breaks, and reintroduce tax breaks based on eemployment ( ie larger tax breaks for more employees and keeping those employees for AT LEAST 1 year) this would help to restabalize the U.S. economy, also give tax breaks to corporate big box retailers for purchasing MADE IN USA products ( thusly increasing manufacturing jobs).. but no politicians have their own agenda to break the bank of this country. i'm moving to canada, anyone else wanna come?
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montestruc
War is the health of the state--Randolph Bourne
11:59 PM on 05/17/2011
Spending a lot more than we collect in taxes is how we got in this mess, but insisting on cutting spending is somehow "unreasonable" when the federal budget is now larger as a fraction of GDP than it has been historically.

http://www.cbo.gov/ftpdocs/102xx/doc10297/Chapter1.4.1.shtml

The unreasonable position is to insist on continued high levels of spending.
11:00 PM on 05/17/2011
Obama should immediately call on Congress to raise taxes on all those making over $250,000 a year and announce he's bringing the troops home from Afghanistan and Iraq and calling for huge cuts in the Pentagon budget. Then he should use this position to negotiate with the Republicans. That way the Republicans will have to play on his chess board as well as trying to get him to play on theirs.

Without a great counter position that forces the Republican hand Obama and the Dems are just negotiating on the size of the cuts the Republicans want and the timing of the cuts. That's no position at all. That's just slow capitulation to the other side. It's an unacceptable way for Dems to govern for fight for their cause.
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BillZBubb
It's hot in here: I need more fans!
10:07 PM on 05/17/2011
Obama and the Democrats need to learn how to deal with a bully. You don't get anywhere by always backing down. The sooner you call his bluff the better.

Introduce a clean debt ceiling bill that addresses that alone. Let congress vote up or down on it. If it fails to pass, the economy will tell us who was right and who was wrong. Make no concessions. See how serious the republicans really are.
NoBlueDogs
FIGHT Offshoring!!!
10:11 PM on 05/19/2011
Any takers on what day the Democrats will cave?
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P51MUSTANG
From the planet Sarcasia
08:11 PM on 05/17/2011
This 4 minute Reuters video does a great job of explaining the debt ceiling.

http://blogs.reuters.com/frontrow/2011/04/01/the-debt-ceiling-explained/
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Ron Bananas
Marketing
07:55 PM on 05/17/2011
The Party is just getting started. Wait until you get NO CHECKS, they clean out ALL retirement accounts, then all bank accounts. No SS Checks, no food stamps, burn it all down and pass the popcorn, it's going to be a great show.
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nastywolf
...to promote the general welfare...
07:41 PM on 05/17/2011
The cuts the GOP insist upon will do as much harm to the American middle class as a refusal to raise the debt ceiling. Thew difference is that the damages caused by the former solution will never be undone.
06:24 PM on 05/17/2011
It's clear to everyone that the current strategy isn't working. But now isn't the time to sit down and have a discussion about ethical theories underlying redistribution of wealth, the validity of a constructionist interpretation of the Constitution, etc. These are conversations that must happen, as you point out with your reference to Joe Biden's team, but they may need to extend beyond August 2. So I can only hope that Republicans will give us time to work on it rather than rushing something that needs to be thought through carefully.

That said, I can sympathize with the cause of their stubbornness. We haven't come up with solutions yet, so we need a strong incentive to do so in a timely manner. But the incentive provided by the threat of defaulting on international debt is overkill.
07:29 PM on 05/17/2011
Republicans need to raise the debt ceiling just like they did 7 times while Bush was President and then bring a serious budget plan to the table over the summer . The new years budget begins on October 1st so they need a budget soon and thats where this argument belongs . Obviously we need to cut spending , including defense and we need to go back to the Clinton era tax rates .
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Abdul Nabi
Some zingers are funny, some aren't
05:57 PM on 05/17/2011
It's not about the sky falling... it's about Goldman Sachs profits falling
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nastywolf
...to promote the general welfare...
07:42 PM on 05/17/2011
Yep!
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mansterEZ
searching for secular humanist fact-based truth
04:06 PM on 05/17/2011
I say let it ride all the way past the finish line. The financial sector will find some underhanded way to adjust to the new normal. These are supposedly some really smart people so it's best to not make it too easy. Can we all live without a plethora of credit choices? Absolutely.
billstewart
Not a micro-biologist
08:15 PM on 05/17/2011
This isn't a debt ceiling on the private sector - this is a limit Congress places on how much the Executive Branch can borrow to run the US Government. The way the financial sector deals with it is to stop lending the Treasury any more money; the problem is that the way the Treasury deals with it is to stop letting Federal agencies write checks, and that includes your Grandma's Social Security check, which will probably get stopped before payments to military pork barrel contractors because the Republicans don't think your Grandma is "essential".

For now they're only raiding Federal employee pension funds, and for some reason they didn't start with Congressional paychecks; go figure.
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mansterEZ
searching for secular humanist fact-based truth
08:47 PM on 05/17/2011
Is the Federal Reserve public or private? They are the ones who print money and keep us supplied. At some point in time inflation will hit us very hard. Who controls inflation?

Members of Congress haven't taken a cut or placed a moratorium on their salaries, but want everyone else to sacrifice. All of Congress is flamin hypocrites.
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notrightorleft
Why tell you what you assume to already know?
03:52 PM on 05/17/2011
The basic premise from the unbiased author is Democrats are saints and Republicans are always bad, a premise probably universally supported by the good people on HP. I am sure the people here are always willing to look at all sides before drawing conclusions.
ThePeacemakers
Concerned Citizen
03:59 PM on 05/17/2011
"universall­y supported by the good people on HP"
No
04:11 PM on 05/17/2011
"The basic premise from the unbiased author is Democrats are saints and Republican­s are always bad,"

You confuse the conclusion with the premise: The basic premise (which in this case is fact) is that Republicans are willing to destroy the US economy to get their way and the Democrats are not. You can draw your own conclusion from that premise.