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Robert Reich

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Whose Recovery?

Posted: 03/30/2012 12:45 pm

Luxury retailers are smiling. So are the owners of high-end restaurants, sellers of upscale cars, vacation planners, financial advisors, and personal coaches. For them and their customers and clients the recession is over. The recovery is now full speed.

But the rest of America isn't enjoying an economic recovery. It's still sick. Many Americans remain in critical condition.

The Commerce Department reported Thursday that the economy grew at a 3 percent annual rate last quarter (far better than the measly 1.8 percent third quarter growth). Personal income also jumped. Americans raked in over $13 trillion, $3.3 billion more than previously thought.

Yet it's almost a certainty that all the gains went to the top 10 percent, and the lion's share to the top 1 percent. Over a third of the gains went to 15,600 super-rich households in the top one-tenth of one percent.

We don't know this for sure because all the data aren't in for 2011. But this is what happened in 2010, the most recent year for which we have reliable data, and there's no reason to believe the trajectory changed in 2011 or that it will change this year.

In fact, recoveries are becoming more and more lopsided.

The top 1 percent got 45 percent of Clinton-era economic growth, and 65 percent of the economic growth during the Bush era.

According to an analysis of tax returns by Emmanuel Saez and Thomas Pikkety, the top 1 percent pocketed 93 percent of the gains in 2010. 37 percent of the gains went to the top one-tenth of one percent. No one below the richest 10 percent saw any gain at all.

In fact, most of the bottom 90 percent have lost ground. Their average adjusted gross income was $29,840 in 2010. That's down $127 from 2009, and down $4,843 from 2000 (all adjusted for inflation).

Meanwhile, employer-provided benefits continue to decline among the bottom 90 percent, according to the Commerce Department. The share of people with health insurance from their employers dropped from 59.8 percent in 2007 to 55.3 percent in 2010. And the share of private-sector workers with retirement plans dropped from 42 percent in 2007 to 39.5 percent in 2010.

If you're among the richest 10 percent, a big chunk of your savings are in the stock market where you've had nice gains over the last two years. The value of financial assets held by Americans surged by $1.46 trillion in the fourth quarter of 2011.

But if you're in the bottom 90 percent, you own few if any shares of stock. Your biggest asset is your home. Home prices are down over a third from their 2006 peak, and they're still dropping. The median house price in February was 6.2 percent lower than a year ago.

Official Washington doesn't want to talk about this lopsided recovery. The Obama administration is touting the recovery, period, without mentioning how narrow it is.

Republicans would rather not talk about widening inequality to begin with. The reverse-Robin Hood budget plan just announced by Paul Ryan and House Republicans (and endorsed by Mitt Romney) would make the lopsidedness far worse -- dramatically cutting taxes on the rich and slashing public services everyone else depends on.

Fed Chief Ben Bernanke -- who doesn't have to face voters on Election Day -- says the U.S. economy needs to grow faster if it's to produce enough jobs to bring down unemployment. But he leaves out the critical point.

We can't possibly grow faster if the vast majority of Americans, who are still losing ground, don't have the money to buy more of the things American workers produce. There's no way spending by the richest 10 percent -- the only ones gaining ground -- will be enough to get the economy out of first gear.

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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Luxury retailers are smiling. So are the owners of high-end restaurants, sellers of upscale cars, vacation planners, financial advisors, and personal coaches. For them and their customers and clients ...
Luxury retailers are smiling. So are the owners of high-end restaurants, sellers of upscale cars, vacation planners, financial advisors, and personal coaches. For them and their customers and clients ...
 
 
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HUFFPOST SUPER USER
Quinny
My micro-bio has been seized by the Feds
12:16 PM on 04/03/2012
We are now living in a plutocracy, and we are
well on our way to becoming a feudal society.
Just look at what is going on with the banks that
have forclosed on homeowners, only to turn around
and RENT those same homes to the people who
had owned them. But hey, don't worry about it. Just
get up in the morning, go to work - if you still have a
job that is - make just enough money to survive on and
pay your taxes, and - above all - keep your mouth shut.
Got it now...?

"If I feed the poor, you call me a Saint.
If I ask why the poor are hungry, you
call me a Communist...."

Archbishop Romero
(who, for those that are not aware of who he is,
was assasinated because he would NOT "keep
his mouth shut")

Selah
10:42 AM on 04/03/2012
recessions come and go.......this one will too
07:26 AM on 04/02/2012
The lopsidedness is obvious, is escalation, will continue to get worse, and will be our end, left unchecked. Bernanke says we aren't growing enough to lower unemployment. Mr. Reich cites even more: "We can't possibly grow faster if the vast majority of Americans, who are still losing ground, don't have the money to buy more of the things American workers produce."

But there's one more critical item left out of the analysis... if the rich are the only one's gaining and the Republicans keep driving tax cuts for the rich, we will NEVER reduce the debt on the tax revenue side, recovery or no recovery.

We are the fools if we let this mentallity prevail and assure that the ONLY way to recover the debt is with massive cuts to services. The Republicans are cutting our throats... and their own... they're just too focused on the very short term to realize that they make more with a healthy populus.
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4eva
.-.. --- ...- . --..-- / -. --- - / .... .- - .
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Kai-HK
Don't Share My Wealth! Share My Work Ethic!
10:51 PM on 04/01/2012
Mr. Reich:

Thanks for this great article. The top 10% took the biggest financial hit during the Great Recession and it is heartening to see that they are recovering their wealth. This is great news and something to be celebrated.

People who save and invest and make this country better should face the greatest financial risk and get the greatest financial returns. The fact that they had the biggest downturn in finance and now the biggest gains is testament that the system works.

Hope fully the other 90% will take this crisis as a warning that savings and investment is what makes people wealthy and insulates against financial downturns not Keynesian gimmicky and spending and consumption predicated on borrowing and government handouts.

Good to see that the rich are also fueling a recovery in the F&B, auto, and retail sectors. This only gives further credence that the economy needs our wealthy and that our tax and regulatory system should encourage more of them to locate and stay in the US.

Again, thanks for the heartening news.

Kai
10:36 AM on 04/02/2012
So, are you one of the top 10% or the 1%?
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Kai-HK
Don't Share My Wealth! Share My Work Ethic!
01:02 AM on 04/03/2012
Slong3:

Why? Do you hate the 3million of them or 30 million of them despite the fact that most of them have done nothing wrong except, pay attention in school, save when others were spending, invest when others were borrowing, take risk when others were inactive. The average 1% is simply an entrepreneur, or a doctor, or retired, etc…why do you hate doctors and old people?

Kai
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HUFFPOST SUPER USER
Quinny
My micro-bio has been seized by the Feds
12:36 PM on 04/03/2012
Nice try, but the facts are is that the vast majority of the super
wealthy in the US inherited their wealth. It has been handed down
from generation to generation. And that wealth has bought political
power that perpetuates an economic system that benefits themselves
at the expense of those of us who do not belong to the "lucky sperm
club". Can the public change the system to benefit themselves? Sure
they can....but not without fighting for it.


"Those that make peaceful change impossible,
make violent revolution inevitable..."

JFK
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HUFFPOST SUPER USER
paulhunterjones
A new age Republican
09:54 PM on 04/01/2012
I get it; you are unhappy with the distribution of wealth. Still all indicators point to the economy picking up steam. The improvement might not now translate into a difference to a large number of people. The average person’s economic position will improve only after months of modest economic growth. Do the rich change their spending habits during a recession? People with substantial money and assets are generally immune to economic depressions. They continue to have the money to purchase depressed assets, invest in high end consumer goods and to otherwise spend their money. What would you recommend that they do with their money?
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HUFFPOST SUPER USER
mikeydjd83
01:58 PM on 04/01/2012
Yes, whose recovery? When government can't act because it is being lawfully obstructed by the wealthy whose interest is only to strengthen the status quo unfairly in their favor, our democracy is in serious trouble.

This could wel have been predicted in the moral from a parallel story from the realm of Eastern Civilization:

Cracking the Safe

For security against robbers who snatch purses, rifle luggage, and crack safes,
One must fasten all property with ropes, lock it up with locks, bolt it with bolts.
This (for property owners) is elementary good sense.
But when a strong thief comes along he picks up the whole lot,
Puts it on his back, and goes on his way with only one fear:
That ropes, locks and bolts may give way.
Thus what the world calls good business is only a way
To gather up the loot, pack it, make it secure
In one convenient load for the more enterprising thieves.
Who is there, among those called smart,
Who does not spend his time amassing loot
For a bigger robber than himself?

Food for thought, as the big wheel keeps on turning. Additional grist for Mr. Reich's mill.
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teardownthiswallst
Only Truth will set us Free
11:30 AM on 04/01/2012
When the sky crashes down on your heads, chicken little starts looking pretty damn smart. Sadly, this principle seems confined to fairytales rather than real life. Nevertheless, Robert deserves our utmost respect for repeatedly telling the truth in a world gone mad.

The US has set its sights on the stars to guide us through the night; planted stars on Wall St, illuminating obstruction and greed. Reality is isolated to noir complete; shut your eyes and ears if you want to see. Recovery is all a state of mind; your ability to afford food, or rent, or gas, or health insurance has absolutely nothing to do with it.

That obscene socialist rag, The Wall Street Journal, recently reported that our latest statistics show that 100 million people in the US now either meet the criteria for poverty, or fall above that line by the thinest of margins. One third of our population. If this is ‘recovery,’ I guarantee you that number’s still climbing strong. Poverty today may be a tick better than it was in 1930, but still produces comparable results, and there’s more of us there.

“The top 1% pocketed 93% of the gains in 2010,” because this is precisely what the ‘system’ is set up to do. Its default setting. If you think that satisfied anyone, remember 2010 was still a bad year. It wouldn’t surprise me if 2011 turns out to be a banner year, the best on record, and 1% took 99% of all gains.
10:51 AM on 04/01/2012
We have banks and some large corporations which are too big to fail and nothing is being done about it - why, greed and power. The top get just about everything they want and we have to pay in our blood, sweat and tears. We keep bailing them out and in the meantime inflation is a lot higher than is being reported. I guess they all think we wouldn't notice!
09:47 AM on 04/01/2012
American savings rate is 3.7% which means most Americans consider themselves to be less important than 96+% of the 'system'. Make YOU your first priority every month. No one gets more money out of my paycheck than I do myself. Live debt free and over time you will slowly pull ahead of the 'pack'.
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Scorpiaux
Ego is in the I of the beholder.
06:54 PM on 03/31/2012
"We can't possibly grow faster if the vast majority of Americans, who are still losing ground, don't have the money to buy more of the things American workers produce. There's no way spending by the richest 10 percent -- the only ones gaining ground -- will be enough to get the economy out of first gear." - Robert Reich

I have read similar comments to yours in this particular blog post. There is something missing. I don't have to read anything more to believe your assessment of the current situation. My frustration grows over your not providing any solutions that will correct the problem. Tax the rich more and tax the middle class less is about it. But that never happens. Someday I hope to find someone's remarks which are concrete and which will lead to concrete action and that in turn will lead to concrete solutions. When do you think that will happen?
SaveRMiddle
An ExConsumer by choice
07:59 PM on 03/31/2012
I'd like to hear yours. Let's face it...our ideas do not matter because no one is listening.

IMHO, the altered lifestyles this recession has created are of no concern to those making the decisions. Going Global doesn't support it. Buying junk we don't need is no longer an American hobby. It doesn't even make sense to consumers who can. We woke up and had less. Nothing changes that.
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HUFFPOST SUPER USER
timm0
I'm not top 0.01% - so it must be because I'm lazy
08:18 AM on 04/01/2012
Read Reich's book (Aftershock). It's loaded with his answers in the final chapter.

I suppose if he lists them all in these posts there would be no reason to buy the book...?
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Scorpiaux
Ego is in the I of the beholder.
01:34 PM on 04/01/2012
I bought and read his book as soon as it was on the shelf at B & N
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guveqzero
Inventor and Innovator
05:19 PM on 03/31/2012
It is no fun being right. However, the top ten percent love their lives and care so little for anyone else and have all the fun they could ever want or need. It does not pay in this world for being right. The founding fathers of our country nearly all died broke. But, they at least created a country that lasted over two hundred years. And now, the current signs show we have little time left for what remains of the founding dream of a new nation without kings or emperors, which we either fix or watch fade away.
04:41 PM on 03/31/2012
So, what is your point, Bob? You have a lot of complaints, but where are the solutions? You had 8 years in office, but you didn't do anything to solve the problem.
SaveRMiddle
An ExConsumer by choice
05:53 PM on 03/31/2012
I'd hardly call it complaining. I see his articles as true journalism which isn't easy to find nowadays.
04:14 PM on 04/01/2012
He wasn't in office. He was appointed as Secy of Labor, where he did a stellar job for working people.
PROGRESSISGOOD
Without Economic Justice, There Is No Justice!
02:07 PM on 03/31/2012
Ross Perot was wrong. That GIANT SUCKING SOUND YOY HEAR is all of America's wealth being sucked up and into the off shore bank accounts of the robber barrons, stock pushers and banksters.
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HUFFPOST SUPER USER
jamenta
02:55 PM on 03/31/2012
According to a study performed by Bakija & Heim (2009) you can break down the ultra-rich in the US as follows:

40.8% -Executives, Managers, supervisors (non-finance)
18.4% -Financial professions, including management
6.3% -Not working or deceased
6.2% -Lawyers
4.7% -Real Estate
4.4% -Medical
3.6% -Entrepreneur
3.1% -Arts, media, sports
3.0% -Computer,math,engineering,technical
etc.

The biggest surprise for me on this list was how little wealth is credited to entrepreneurship.
04:15 PM on 04/01/2012
What!! Are you saying that tax cuts for "job creators" won't create jobs??
This user has chosen to opt out of the Badges program
12:19 PM on 03/31/2012
A graph from the St Louis Federal Reserve, followed by questions...

http://www.frumforum.com/incredible-shrinking-workers-income
Incredible Shrinking Workers' Income | FrumForum

"Workers’ share of U.S, national income is collapsing­.

Two questions for the Republican presidenti­al candidates­:

1) Is this a problem?

2) If yes, what can be done about it?"
04:49 PM on 03/31/2012
Two big dips on the Fed chart - 2000/2001 internet bubble and 2008/2009 housing bubble. Common causes for both? Fraudulent behavior by banks, brokerages, hedge funds, etc. under the watch of Goldman Sachs executives who have run the Treasury for 20 years (excepting Geithner, who wasn't smart enough to pay his own taxes). Bernie Madoff is the only one in jail. Fannie & Freddie continue to soak up billions of taxpayer dollars. DC is owned by Wall Street, and that is not going to change. The current administration is in just as deep as any of the previous ones.
This user has chosen to opt out of the Badges program
11:19 PM on 03/31/2012
There will never be any serious punishment of the fraudulent behavior. :-(
05:06 PM on 03/31/2012
The U.S mainstream media will never ask those questions of any GOP candidate.
This user has chosen to opt out of the Badges program
01:03 AM on 04/01/2012
No, even though they were from David Frum, a conservative Republican.