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Robert Reich

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Break Up the Big Banks, Says the Dallas Fed

Posted: 03/29/2012 2:44 pm

As the Supreme Court shows every sign of throwing out "Obamacare" and leaving 30 million Americans without health insurance, another drama is being played out in the quiet corridors of the Federal Reserve system that may affect even more of us.

Taxpayers will be on the hook for another giant Wall Street bailout, and the economy won't be mended, unless the nation's biggest banks are broken up.

That's not just me talking, or the Occupier movement, or that wayward executive who resigned from Goldman Sachs a few weeks ago. It's the conclusion of the Dallas Federal Reserve, one of the most conservative of the Fed's regional banks.

The lead essay in its just released annual report says a cartel of giant banks continues to hobble the recovery and poses an ongoing danger to the economy.

Wall Street's increasing power remains "difficult to control because they have the lawyers and the money to resist the pressures of federal regulation." The Dodd-Frank act that was supposed to control Wall Street "leaves TBTF [too big to fail] entrenched."

The Dallas Fed goes on to argue that the Fed's easy money policy can't be much help to the U.S. economy as long as Wall Street is "still clogged with toxic assets accumulated in the boom years."

So what's the answer, according to the Dallas Fed? It's "breaking up the nation's biggest banks into smaller units."

Thud. That's the sound the report hitting the desks of Wall Street executives. They and their Washington lobbyists are doing what they can to make sure this report is discredited and buried.

When I spoke with one of the Street's major defenders in the Capitol this morning he snorted, "Dallas represents small regional banks that are jealous of Wall Street." When I reminded him the Dallas Fed was about the most conservative of the regional banks and knew firsthand about the dangers of under-regulated banks -- the Savings and Loan crisis ripped through Texas like nowhere else -- he said, "Dallas doesn't know its [backside] from a prairie gopher hole."

So as Republicans make the repeal of "Obamacare" their primary objective (and Alito, Scalia, Thomas, Roberts and perhaps Kennedy sharpen their knives) another drama is taking place at the Fed. The question is whether Bernanke and company in Washington will heed the warnings coming from its Dallas branch, and amplify the message.

Robert Reich is the author of Aftershock: The Next Economy and America's Future, now in bookstores. This post originally appeared at RobertReich.org.

 
 
 

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As the Supreme Court shows every sign of throwing out "Obamacare" and leaving 30 million Americans without health insurance, another drama is being played out in the quiet corridors of the Federal Res...
As the Supreme Court shows every sign of throwing out "Obamacare" and leaving 30 million Americans without health insurance, another drama is being played out in the quiet corridors of the Federal Res...
 
 
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Imissgeorgew
That's what she said.
07:51 PM on 04/04/2012
Reich you'd still need a step tool to reach any teller.
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okradingle
07:14 PM on 04/05/2012
Oh, I get it. He's short! You must be the funniest kid in your school.
Imissgeorgew
That's what she said.
08:17 PM on 04/05/2012
Not the funniest - just the most observant.
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LeftRight
TANSTAAFL
12:21 PM on 03/30/2012
That's certainly a major part of the problem Robert, and a good part of the solution. I would ALSO suggest that the federal government needs to step up, and rather than bail out the banks, BUY those toxic assets from the banks (at a reasonable price, not the inflated "toxic" price!) and then negotiate with the owners for a new mortgage based upon that reasonable price with a very low interest rate.

With that, coupled with a breakup of the big banks, we'll see the banks having SOME of the money that they would otherwise be out, we'll see the people who have the properties that the banks currently have as toxic assets be able to afford to stay there, AND we'll see a boom in the economy because those same people will be paying FAR less for the property and thus have money left over to spend on OTHER aspects of the economy!
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Anthony James Brooks
12:04 PM on 03/30/2012
These TBTF banks will crash our economy before they let anyone break them up. They will once again hold our 401k's hostage until they get another bailout, and the spineless politicians in DC will customarily kowtow to their masters.

The banks have become so big and so used to the nearly free loans via Fed discount window that these loans and future bailouts are baked into their business plans. In other words, they require our tax dollars to operate, and future bailouts are part of their financial forecasts. You better believe it!
11:57 AM on 03/30/2012
It isn't often when I can agree with Reich, but agreement with the Dallas Fed is one of them.

Of course, what shines through as the most obvious (and well poisoning partisan hackery) is his hit on Republicans at the end of the piece.

Obama and company are just as owned and just as responsible for this mess and Dodd-Frank does nothing to stop TBTF, and everyone knows it.

If Reich either stuck to the point or (impossible for him to just do the right thing I know...) hammered both sides of the political powers (because both sides are equally responisble and resistant to change), one could take him seriously. He proves once again that doing the right thing doesn't matter as much as trying to score cheap political points with only half the truth.

This mess will never get solved with political hackery to "score a win for me" being the motivator.
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mjswoosh
03:56 AM on 03/31/2012
And your response is just as partisan, just as biased, just as much hackery. Forget your views about Reich or the fact that he is a liberal operative. He is RIGHT about this issue. Rather than pick at what he predictably does "wrong" you should make note of what he does RIGHT and use this issue to set aside your differences to join with him instead of tearing him and others like him down. Your owners merely laugh at you fighting with Reich...while they steal more of your money.
08:17 AM on 03/31/2012
You are ignorant and a parrot.

1. I belong to no party and vote for whomever I think is best - regardless of party. That is the opposite of partisan. You should learn to use a dictionary.

2. I did exactly what you said. There was no need to add to what Reich said about agreeing with the Dallas Fed.

3. Unfortunately, you (along with Reich) are only concerned with "winning." He ignores (and you are doing it as well) and in fact makes sure that he only blames one side when both are just as responsible) in order to score partisan points and give people the image that his (and your) side is the correct side on the issue.

This does nothing but put forth false information, a false narrative and serves no other purpose except to further his (and your) sense of "winning."

You really need to come out of that partisan closet, learn how to use the English language and learn how to use logic and develop critical thinking skills.
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wikwox
So there I was, playing the piano....
11:42 AM on 03/30/2012
The checks are not just in the mail but have been deposited and cleared long ago on the big banks, they continue to "own this place" when it comes to "our" government and will continue to do so in the near future. In my state they pull the strings of at least one senator and are probably in the process of buying the other one as he is new. No matter how much sense breaking up the big banks make its going to take an even bigger crises than the great recession to loosen thier strangle hold on Washington. I suspect we'll get that disaster at some point, and I suspect Washington will be a very dangerous place to live if even one politician mouths the word Bailout.
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journeyman steve
10:59 AM on 03/30/2012
Conservatives in the FED don't have a corresponding voice in the conservative GOP these days because "conservative" became puritan and anti-intellectual. Sadly they're guilty of creating an environment where the biggest problems fester and linger -- to the joy of the 1% and shrinking -- and they create new problems with the fiscal and economic irresponsibility of trying to change human behaviors -- via entirely unfunded mandates. Did the war on drugs get funding for all the new prisons, lost GDP and higher crime rates that went along with the enforcement? No.

I don't expect the rabid and rich to care a whit for the larger well being of the country nor the recovery from the crash. The middle is out gunned in numbers and marketing money. Not enough people who are honest, smart and care to do the right thing.
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bobbyndallas
Heretical Skeptic in Reality
10:35 AM on 03/30/2012
Here is one very simple solution. We all, including Banks, keep out debt. No buying, selling or assigning of the rights. If I owe you a $ and don't pay, it will remain between us. If I owe you a mortgage you must keep the mortgage and book only the small profit from the interest paid on each installment. All this debt that has been manufactured has been "securitized" who the (&^^ owns it? Where is it? The banks and the brokers made their full profit
why do we continue to vote for politicians who made this not only possible but made damn sure it happened?
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bobbyndallas
Heretical Skeptic in Reality
10:18 AM on 03/30/2012
That our own government is so totally corrupt, so completely beholden , owned and operated by wall street, et. al, for the further enrichment of a few at the expense of all of us, is so reprehensible I cannot find the approiate words.
What is worse though, is the number of Americans who support this evil and actively encourage more abuse and theft. Really, for no other reason than they can have their hate button pushed so they can spew venom at their fellow human, and feel good about it with the false excuse of religion.
We get what we ask for
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AlexNYC
Pumps dont work cause the vandals took the handles
09:50 AM on 03/30/2012
Fiscally conservative used to mean the safety and soundness of the banking industry and the country. Today it means nothing except as a euphemism for transferring all the wealth in the world to the richest .01%.
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okradingle
07:20 PM on 04/05/2012
"Fiscally conservative used to mean the safety and soundness of the banking industry and the country. "

When was that, in reality, not rhetoric? Seems to me the conservatives have always talked about balanced budgets and low debt, but increase debt exponentially when they get the chance. They hope the Democrats have to cut their hallmark programs to balance the deficits they leave behind.
09:47 AM on 03/30/2012
how about we do something? you know like don't give this banks your business? go bank at a community center or credit union. I agree with the artcile but we are not powerless
12:04 PM on 03/30/2012
The problem there is you have no power as to who buys your mortgage.
03:16 PM on 03/30/2012
true but that doesn't mean you can not do anything either
03:03 PM on 03/30/2012
That is ok for retail, but how about all the other business? A community bank is not going to syndicate a commercial real estate loan, provide trade financing, or place IPOs.
09:58 PM on 03/30/2012
I don't think we need something for business just need to deflate the banks a bit
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09:46 AM on 03/30/2012
I hear a lot about breaking up these mega-banks and it makes sense at the outset. But when I think about how it would be done, I lose understanding. Say BofA is sitting on a pile of money and not lending it out. If BofA were broken into 5 smaller banks, wouldn't those 5 likely do the same thing with the same result?

This is a serious question for anyone who knows. I like the idea, but how would it be implemented and would it really solve the problem?
12:06 PM on 03/30/2012
The issue isn't size of the bank, it is that regular banks have merged with investment banks, in affect, making investment banks covered under fdic. That is the split we need to make.
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Stacy M
09:46 AM on 03/30/2012
Well, what do you know. There ARE republicans with brains!
Unfortunately, no one will listen to this report. Big banks own our government.
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Leighton Brady
Stupid is as stupid does
09:43 AM on 03/30/2012
This will absolutely not happen as long as greed is seen as a virtue around these parts.
09:42 AM on 03/30/2012
First, the Feds (& banks) rigged the game creating the "big bank" problem, then we had the opportunity to break them up in 2008 by the simple act of allowing market forces to wreak their terrible vengeance------& the Dems & GOP bailed them out. Now Reich says we need---------you guessed it! "More Government Intervention" to fix what the feds screwed up the first, the second & probably the 3rd, & 4th................you get it.
12:07 PM on 03/30/2012
It was the lack of government intervention that caused these problems in the first place by removing laws like Glass-stegal.
03:47 PM on 03/30/2012
You could still have removed Glass-Stegall by putting in place one simple reform with the repeal-----you can't play with FDIC insured money. That's where the real problem was with the bailout. I work with this industry. Our institution was rock solid & had less than 1% "bad paper"---about the same as we always had. Now we're getting creamed with special assessments etc to continue funding takeovers of insolvent institutions. We're still profitable--------barely, but we have a nice war chest & hope to continue, in essence, to tread water until the market recovers.
It's the same old bromide-----the harder you work & the more responsible you are, the more the government wants to shaft you.
09:40 AM on 03/30/2012
Prof. Reich:
The Fed loans should be given to the people directly.
We the people will then create the needed jobs and invest in the troubled real estate while the banks will be forced to stop speculating in commodities.

What do you think?