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Robert Reich

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When Will Wall Street Call for More Federal Spending?

Posted: 09/22/11 04:29 PM ET

The Dow Jones Industrial Average dropped another 3 percent today as Wall Street metabolized the truth most Americans already know: We're in a recession. The "double dip" has arrived.

Most Americans never really emerged from the Great Recession anyway.

We can get out of this recession but not via the Fed's "quantitative easing" alone. When consumers can't spend and businesses won't spend without additional consumers, government must be the spender of last resort.

Juicing the economy back to health (notice I didn't use the "s" word Republicans have now vilified) will require at least $700 billion in additional federal spending this year and next. (This number takes account of state and local government cutbacks as well as well as the current shortfall between current economic activity and the economy's productive capacity at or near full employment.)

But this magnitude of additional spending isn't feasible in the face of Tea Party Republican intransigence. Hell, Republicans won't even spend additional money on flood and hurricane relief. The Tea Party obsession about the federal deficit and the size of the government is prevailing.

Not only is this obsession keeping millions of Americans out of work, it's also starting to bring down the Street.

If this keeps up, we'll have a showdown between establishment Republicans who understand what must be done -- and who will support substantially more federal spending in the short term in order to goose the economy -- and Tea Party zealots who refuse to face reality.

The crack in the Republican Party between its establishment and Tea Party wings is viewed politically as a contest between Mitt Romney and Rick Perry. But in reality it's a brewing fight between economic pragmatists and right-wing ideologues. (Don't expect Romney to call for more government spending, at least before the Republican nomination.)

The Street may not want to Barack Obama reelected, but the Street has an even greater interest in saving its assets and its ass.

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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HUFFPOST SUPER USER
FAIRTV
02:47 PM on 09/27/2011
He's like that crazy uncle who used to live down in the basement. Every week or so Mr Reich come upstairs and announces that the Federal Government needs to spend more money.

Even though it is now spending $6 Billion dollars per day more than it has. Maybe Moody's ought to downgrade him.
07:29 PM on 09/24/2011
the answer 3 seconds after Wall Street funds Obama's re-election campaign......
03:25 PM on 09/24/2011
What is needed is a jobs program. Plain and simple.
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68Namvet
Sioux, French, German, Jew, American mutt
01:59 PM on 09/24/2011
Let me see if I understand this. Reagan was duped by the "supply siders" and according to him, his "greatest disappoint­ment" was adding $1.6 trillion to the debt. And, zFacts tells the amazing story of how supply siders have used the Republican Party to add $9.8 trillion to the debt and are now using the fear of that debt to derail the recovery.

The only recent period in which the United States seems to have had their debt under control was 1996 to 2001. That period of economic prosperity was book-ended by long periods of extremely high national debt growth.

Our massive debt is a direct result of "supply side" economics of tax cuts for the wealthy and the "national security" policies of unneeded "star wars" programs and unneeded real war with Iraq - which provided no security and after wasting more than a trillion dollars in Iraq and has no hope of providing ANY benefit to America for the investment of blood and treasure.

Republican­s, then, are the fiscally irresponsi­ble party of "Borrow and Spend".

And this is the party that the Tea baggers join with to promote their view of "fiscal constraint­", which consists entirely of "spending cuts" while maintainin­g or increasing revenue cuts (lowering taxes).

Call me silly, but that is a lot like joining the Ku Klux Klan to promote affirmativ­e action for African Americans - and, it has just about as much chance of success.
03:01 PM on 09/27/2011
I have read your posts here and find them refreshingly clear and distinct.
I particularly enjoyed that analogous caveat at the end.
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rebelriser
artist, published author, activist
01:57 PM on 09/24/2011
I don't like it when anyone makes a big fuss against President Obama, epecially Republicans and their naive, FOX following supporters,but I don't like it either when I find myself criticizng the President. It means we feel that we've been let down. But, I don't expect there will be any bailout of our economy by the government as long as theTeaParty haters are a threat to Republicans. I won't vote for any Republican, but I won't work or pay toward our President's campaign if he continues giving in to the Tea Party Republicans.
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HUFFPOST SUPER USER
Daniel R Cobb
A Democrat, a Patriot with a Brain
12:44 PM on 09/24/2011
Hey, Obama's STIMULUS package should have been called CPR, because it helped moved the country away from the edge of economic collapse. In my state, plenty of needed road construction projects are underway and I'm glad to see these people at work and the resulting improvements in INFRASTRUCTURE. These worker's incomes, spent and taxed along the way, does far far more to feed the economy and create more jobs than more tax cuts for the so-called "job creators", who are already CASH FLUSH and do not need the money.
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68Namvet
Sioux, French, German, Jew, American mutt
01:00 PM on 09/24/2011
Sounds like you live here - as I've posted several times, here in my VERY red state, though they are loathe to admit it, the first Obama stimulus created thousands of jobs. Within 5 miles of my house they are widening the freeway system, widening a highway with 5 bridges and overpasses­, building a new highway with two bridges and expanding the light rail system with access to downtown. Hundreds of contractor­s, thousands of workers, projects going on for well over two years (not months) and proudly brought to you by the American Recovery and Reinvestment Act of 2009.

Fanned and faved.
HUFFPOST SUPER USER
VonMarco
Common Sense is not so Common
11:47 AM on 09/24/2011
This is what those on the right refuse to take ownership of. Let us look to the genesis of our present dilemma. A democrat, Clinton, left the country a surplus and in good economic shape. The GOP and it's voters decided to demonize Gore and with the help of activist judges (SCOTUS) stop the ballot counting in FL to hand Bush a controversial election to the WH. Remember, after a complete vote count, Gore actually won. The Clinton administration left the Bush administration intel warning of terrorist attack using planes.......info ignored...9/11 happened....then Afganistan..shortly thereafter, Iraq happened because of doctored intel. While this is happening, Bush decided to give trillions in tax cuts primarily going to the wealthy. Bear in mind, none of this was paid for or even discussed, let alone any push back from the GOP. Matter of fact, when the discussion of deficits did come up...Cheney, VP, said they don't matter. This is the GOP factual record of spending the nation's wealth with no returns for the people. At the end of this GOP reign, wall street bailout, mortgage sub-prime meltdown, unemployment rising at 700,000 per month...total disaster economically in 8 years! Now, the GOP and its voters place the blame on Obama. Amazing! How does a group of people have such short memories or could it be, these same people just refuse to admit THEY contributed to this mess?
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68Namvet
Sioux, French, German, Jew, American mutt
01:10 PM on 09/24/2011
Absolutely right on - only one thing to add - it actually started with Reagan - the truth is the democrats should brand the conservatives with the facts that they are, and for the last 30 years have been, the party of pure fiscal irresponsibility. Reagan was duped by the "supply siders" and according to him, his "greatest disappointment" was adding $1.6 trillion to the debt. And, zFacts tells the amazing story of how supply siders have used the Republican Party to add $9.8 trillion to the debt and are now using the fear of that debt to derail the recovery.

Simply - Reagan took the debt from $900 billion to $2.6 trillion, nearly tripled - Bush 1 added another $2 trillion (to $4.6 trillion in just 4 years) again almost doubling the debt - Clinton reduced the growth of the debt to 25%, to $5.6 trillion - and left a budget surplus of $246 billion. Bush (the lessor) nearly doubled the debt to $10.6 trillion and left a budget deficit of $1.4 trillion.

Our massive debt is a direct result of "supply side" economics of tax cuts for the wealthy and the "national security" policies of unneeded "star wars" programs and unneeded real war with Iraq - which provided no security and after wasting more than a trillion dollars in Iraq and has no hope of providing ANY benefit to America for the investment of blood and treasure.

Republicans - the fiscally irresponsible party of "Borrow and Spend".
HUFFPOST SUPER USER
VonMarco
Common Sense is not so Common
03:10 PM on 09/25/2011
You are correct, this supply side failure did start with Reagan and during the time, the birth of ALEC (http://www.alecexposed.org/wiki/What_is_ALEC%3F). I deliberately shorten the time frame in an attempt to extract an emotional and fact based response from those on the right. Their focus seem to be short term and distorted when faced with historical facts. They, those on the right, insist on personal responsiblity for the rest of us instead of themselves! One word, HYPOCRISY!!!!!
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HUFFPOST SUPER USER
stopgov
We have IRRECONCILABLE differences
10:26 PM on 09/23/2011
I love the article, it states "If this keeps up, we'll have a showdown between establishment Republicans who understand what must be done -- and who will support substantially more federal spending in the short term in order to goose the economy." It is the REPUBLICAN AND DEMOCRAT ESTABLISHMENT that can't budget, and can't control the spending. Both parties got us into this mess, and I joined the TP to stop it. If the Republicans don't get the message, it will be the end of the Party. I've voted third Party before and I will have no problem doing it again. The lesser of two evils is still evil. WE HAVE A SPENDING PROBLEM! Flat Tax Now!
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68Namvet
Sioux, French, German, Jew, American mutt
12:05 PM on 09/24/2011
Okay - first, a flat tax does nothing to correct a spending problem. Second, when you cry "spending problem" exactly what spending are you talking about? What would you cut? Specifically, what is your spending/cutting plan? I have produced a few - and shared them here.

And, since republican administrations have presided during the creation of over $9.8 trillion of the debt, why do you contend it is "Both parties got us into this mess" and join the biggest spenders to fix the problem?

Finally, I can agree with a flat tax - with the following provisions:

1) no personal deductions
2) no business deductions (other than investment, labor and business costs)
3) tax applies to all businesses including the business of religion.
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HUFFPOST SUPER USER
stopgov
We have IRRECONCILABLE differences
07:20 PM on 09/24/2011
We are very close to a deal! Good job. :)
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HUFFPOST SUPER USER
LawTalkingGuy
Rational human male.
06:50 PM on 09/25/2011
"The lesser of two evils is still evil."

So since they're both evil, you're happy to choose the more evil of the two instead of the less?

Shooting yourself in the foot and shooting yourself in the face both hurt. Sure you can't tell the difference?
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HUFFPOST SUPER USER
stopgov
We have IRRECONCILABLE differences
07:38 PM on 09/25/2011
I want to change the direction. We (they) are spending too much.

The only difference between the Democrats and RINO's and to a lesser degree the Establishment in the Republican party is the speed at which they are moving (in the wrong direction).
09:29 PM on 09/23/2011
Well oldngrumpy I agree and have been trying to voice this reality on many economist's blog sites; I term it rational capitalism. Until we start valuing our speculative investments in relation to our proper place on the supply and demand scale line we are left with only forced valuation and usury, both self consuming instruments. Anytime I input this into a conversation, on any site, looking for a dialogue of ideas the conversation stops. I am beging to sense they know this but it is not in their short term best interest.
The concept of spending that brought us out of the Great Depression was facilitaed by the war, and yes, the end result left us with a strong infastructure to build on, plus we were the only strong industialized nation left standing. During that period we spent well over 100% of GDP, but, it had pupose which allowed for direction. These current stimuls programs appear to have neither and are only directed at maintainance.
Well, keep throwing it out there and I will do the same. Trying not to get grumpy.
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HUFFPOST SUPER USER
Jonny Suede
All matter.
10:03 PM on 09/23/2011
Mr. Krugman?
12:57 AM on 09/24/2011
I take it by the question mark that you think I support the massive, over the top, stimulus advocated by Mr Krugman. I would rather not, although, if you wish to maintain the current system it is one option. Again, it would require a common national sentiment and purpose to take us some where and the current social political mood does not seem to support either.
I am more in favor of oldngrumpy's approach, however, it fails to address the reality that we will not be making product in this country again for some time; unless we accept a very degraded standard of living. The concept of punitive action to force capital back to work again is a must.
We currently base the value of our speculative investments on measures and meters designed for the production of goods and the retention of cash. We have long been past the center point on the supply (making of goods) and demand (consumers) line. If we are going to force liquidy, through these punitve measures, back into working capital we have to find a way to equatibly transition the value of our speculative investments to our true placement in a consumer drivin economy. In other words the production of consumers capable of maintaining an acceptable standard of living.
Ideas on how to make this equitable transition are what I am hoping to start generating.
There is one other factor in all of this, the 7 billion people, and our demands on resources.
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HUFFPOST SUPER USER
mheinznyc
08:11 PM on 09/23/2011
I don't know why anyone pays attention to THIS ideologue; Robert Reich. Essentially his position is that a BIG socialist style government is the answer to all the problems with the United States economy. Spend more / tax more. Historically, this is NOT what has lead to success in the US. It is also historically, not what works in general throughout the world. Robert should move to Cuba for a few years if he thinks Government spending is such a great plan. Throw all his money in the pot and see how many scraps he gets back. All his theory is consistently nonsense.
04:32 AM on 09/24/2011
Interesting, in the 50-s 60-s and 70-s we spent more and taxed more and we did pretty well.
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HUFFPOST SUPER USER
LawTalkingGuy
Rational human male.
06:52 PM on 09/25/2011
"Historical­ly, this is NOT what has lead to success in the US. It is also historical­ly, not what works in general throughout the world."

No, what you mean to say is that YOU are totally ignorant of economics, so YOU are totally ignorant of what has and has not worked in the past, YOU are totally ignorant of both American and European economic history, and so since YOU don't know any example of why it wokrs, it must not work.

Try actually looking at periods in the last 80 years when America was kicking butt and check the tax rate. Look at the periods in which America was gettign its butt handed to it and shipping all its jobs and money overseas.

Then get back to me with your assessment of what never works.
07:49 PM on 09/23/2011
deporting 40 million illegals would help with the unemployment crisis. but then employers of illegals would have to pay living wages, and we can't have that in this nation!

welfare to illegals in LOS ANGELES COUNTY alone now exceeds $600 million per year!

MEXICANOCCUPATION.blogspot.com
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68Namvet
Sioux, French, German, Jew, American mutt
12:25 PM on 09/24/2011
Get a grip and a life. Illegals are not the source of all of our troubles - nor are all illegals from Mexico
HUFFPOST SUPER USER
journeyman steve
05:20 PM on 09/23/2011
We have Marshall Act tax breaks for US corporations to incent them to offshore US jobs. Fix that, it's WAY overdue. Get rid of the 15% tax break for billionaires, it was a bad idea before we ran out of money, it never was a benefit to growth.

Finally, put a tax on cash -- banks do it now to ppl. Let's do that officially, for individuals as well as for corporations. Let them beef up their assets -- in another age that much cash made a company a target for take-overs, and for a few wealthy companies (GE, Google, etc.) they're still in an position of advantage .

Re-instate the Uptick Rule. No one should profit in the free market of an investment driven growth engine by stocks going down. The Uptick Rule made allowances to short your OWN position to a limited amount to soften devaluation in market price, but repeal has removed all limits as well as allowed borrowing of stocks, no longer requiring shorts to have held an actual position in the stock.

If you really want to fix the economy, especially in the future over the long term, remove the gambling of my home mortgage payment and savings account with the stock market. The Glass-Stegall Act made sense in 1934 to prevent wild swings and crazy "too big to fail". Repealing it allowed SO BIG TO FAIL to hurt mom, kids and dogs. And a few profit. That's decidedly Un-American.
03:44 PM on 09/23/2011
I'm sorry, but it sounds like a terrible idea to have the Fed pump more money and inflate the USD further. At this point, they need to allow the economy to correct itself,in fact, they should have done that long ago! I am no rich person, but I learned that I need to pay my dues and I cannot live off of credit, like what you are proposing our entire country do with more "stimulus". The more the Fed and the Govt try to "fix" our economy by creating more monopoly money, the harder its gonna hurt us when the rest of the bubbles collapse. I wish the best of luck to everyone, I know I'll need it. But there is going to be a much bigger retraction in the economy, and there is nothing we can do to stop it, only stall it.
HUFFPOST SUPER USER
journeyman steve
05:18 PM on 09/23/2011
I disagree.
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68Namvet
Sioux, French, German, Jew, American mutt
12:33 PM on 09/24/2011
I understand your belief in the fiat money system, however, it is what we have, and it is not going to change and go back to the gold standard. So, a question -

Let's say you own a house (America) one of the nicest homes in the neighborhood (best country in the world) the value of your house went down from $2 million to $1 and you still have a mortgage (national debt) of just under a $1 million. You find that your roof leaks (infrastructure is crumbling) and, with winter coming on, your heater needs replacing (energy requirements). What do you do? Do you borrow money to fix the roof (repair the crumbling infrastructure) so your property does not lose more value? Do you borrow money to replace the heater (pay for foreign oil) so you do not freeze in winter? Do you ask those family members in the house to do with a bit less allowance and contribute more to the household (increase taxes on those who can afford it or cut welfare on those unwilling to work)? Do you walk away from your house (flee the country) and mortgage (default on the debt)?

Just curious - what is your plan?
03:38 PM on 09/23/2011
More government spending is the answer?

Should spend $1B on me. Give me $1B. I will build a new house. Will buy lots of cars, computers and iPhones. New wardrobe. I promise to spend, spend, spend. Create lots of jobs.

Don't like that idea? Should send it to you then. You can spend, spend, spend and create lots of jobs.

Don't like that idea, give it to Solyndra. Who should we give YOUR money to?
06:36 PM on 09/23/2011
We have a spending problem, all right, but is the R's that are the problem. In business there is a finite amount of money and so they must apportion that money so that it has the highest return on investment. Government should do the same. Where do we get high ROI? Education, infrastructure, immigration (HB-1 visas), preventative healthcare, living wages and even regulation has a place (avoid large losses). Funny how all of these things are mostly Democratic proposals. Now, think of what has a low ROI. Tax cuts (for the rich) and other financial gimmicks, wars (personally I think they have a negative ROI), Drug benefit giveaways, subsidies for oil and big ag. Deregulation of financial markets (allows for super-sized losses as nobody is watching the register). Funny how all these things are mostly Republican proposals. Once you see that R's only want to spend YOUR money for UNPRODUCTIVE investments, and Dems only want to spend YOUR money on PRODUCTIVE investments, I would think that any sane investor (taxpayer) would choose a Democrat...so, i welcome you to the Democratic party! The party that gets the most bang for the buck! (which is sad, as I think there is so much room for improvement, but when one side actively seeks to dismantle and block any type of sane discussion then we really just have a choice over disastrous spending (R) and partly-effective spending (D), without the chance to get to actually efficient/effective spending (Progressives))
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68Namvet
Sioux, French, German, Jew, American mutt
12:38 PM on 09/24/2011
Absolutely,unequivocally, 100% spot on. Fanned faved and badged!
12:44 PM on 09/26/2011
Most people want productive enterprise. There are a relative few that have the know-how. We call these people entrepreneurs. These type of people are not in government ... and the record clearly shows this ... soaring deficits, broken schools, etc. The government has little record of competence.
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HUFFPOST SUPER USER
koos458
The Weather is Aways Nicer in Coos Bay
03:29 PM on 09/23/2011
Fails to mention that the only way this is going to happen is if the rich people who run this ogligarchy are willing to pay for it. Preserving the system that did this to us holds little attraction. Not like we have much say in the matter.