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Robert Reich

Robert Reich

Posted: July 3, 2010 02:05 PM

Slouching Towards a Double-Dip or a Lousy Recovery at Best

What's Your Reaction:

The economy is still in the gravitational pull of the Great Recession and all the booster rockets for getting us beyond it are failing. The odds of a double-dip are increasing.

In June the nation added fewer jobs than necessary merely to keep up with population growth (private hiring rose by 83,000 after adding only 33,000 jobs in May). The typical workweek declined. Average earnings dropped. Home sales are down. Retail sales are down. Factory orders in May suffered their biggest tumble since March of last year.

So what are we doing about it? Less than nothing. The states are running an anti-stimulus program (raising taxes, cutting services, laying off teachers, firefighters, police and other employees) that's now bigger than the federal stimulus program. That federal stimulus is 75 percent gone anyway. And the House and Senate refuse to pass another one. (The Senate left Washington for the July 4th weekend without even extending unemployment benefits for millions of jobless Americans now running out.)

The second booster rocket - the Fed's rock-bottom short-term interest rates - are having almost no effect. That's because jobs and wages are so lousy that consumers don't have enough money to buy much of anything, making small businesses bad credit risks and causing big ones to sit on the huge pile of cash they've accumulated.

Wall Street and the other biggest global banks, meanwhile, are making piles of money betting against government debt all over the world. These were the same banks and financiers, remember, that were bailed out by government not long ago. But now they're demanding fiscal austerity, and politicians are once again doing their bidding - cutting deficits in every rich economy that should now be doing the reverse.

The people who are suffering the most from the failure of public officials and the greed of large bankers are the least able to endure it. Unemployment among people with four-year college degrees is barely over 5 percent; among high-school dropouts it's over 25 percent. Those who have been jobless the longest or who have left the labor force altogether are men over fifty who are least likely to get back in. Families most in need are losing the services - state-supported Medicaid, child dental care, after-school programs for the kids, public transit - they most depend on.

The irony is that had there been no bank bailout in 2008 and 2009, no large stimulus, and no extraordinary efforts by the Fed to pump trillions of dollars into the economy, we'd have had another Great Depression. And because it would have sucked almost everyone down with it, the nation would have demanded from politicians larger and more fundamental reforms that might well have lifted everyone, and set America and the world on a more sustainable path toward growth and shared prosperity: A stimulus that financed the rebuilding of the nation's infrastructure and alternative energies, single-payer health care, a cap on the size of big banks and resurrection of Glass-Steagall, earnings insurance, an Earned Income Tax Credit that extended into the middle class, and a truly progressive tax coupled with a price on carbon to pay for all of this over the long term.

No one in their right mind would have wished for another Great Depression, of course. But we seem to have got the worst of all worlds. The bank bailout, the stimulus, and the Fed brought us back from the brink just enough to dampen zeal for anything more. As a result, we are now slouching toward a tepid recovery that could just as well fall into a double-dip recession, while a large portion of our population suffers immensely.

This post originally appeared at RobertReich.org.

 
 
 
 
 
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08:19 PM on 07/09/2010
Thanks for sticking up for the little guy! I've been unemployed for 6 months and unable to find work. My state unemployment ran out the same week that the senate decided not to vote on the federal unemployment bill. Now I am sitting in my house broke and unemployed wishing I'd get hired somewhere - anywhere. I'm 25 and both of my parents are unemployed too. Countless numbers of my friends in their 20s and 30s are also unemployed. In fact, I know more unemployed people than I know of people with jobs. Where is this "recovery" that I've heard so much about? Maybe someone can explain to my mortgage company that some of us are still deep into the recession and that is why I cannot pay my bill this month. The banks got us into this mess, and I feel that they are doing nothing to help out the little guy!
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02:54 PM on 07/06/2010
What Mr Reich describes is classic deflation- "The typical workweek declined. Average earnings dropped. Home sales are down. Retail sales are down. Factory orders in May suffered their biggest tumble since March of last year."
That which we feared most is coming to pass and we haven't even gotten to the worst part of the scenario which will be forced energy conservation.
This market rationing will keep our Libertarian friends happy as only the rich will be able to enjoy air travel, but will fuel the bitterness of the masses who are accustomed to their motor-topia lifestyles.
Anyway, we are in for trouble as our politics of resentment play catch-up to reality.
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guveqzero
Inventor and Innovator
02:36 PM on 07/06/2010
The latest Bloomberg propaganda, that raising dividend tax rates next year will cut capital spending by corporations during the 4th quarter.You mean, corporations are going to transfer wealth to the rich before they will taxed on it? Maybe we should move the tax increase up to reduce the deficit.

The second piece of propaganda is the suggestion that eliminating the Bush tax cuts will adversely affect the economy. If businesses were going to hire people, they would be doing it now. Since they aren't, why expect anything from them next year?
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seeksthetruth
FAUX News: Junk food for your brain
01:35 PM on 07/06/2010
I wish Obama would listen more to Reich and Krugman than Geithner and Summers. If their suggestions had been implemented, we likely would have been much better off today. Both Reich and Krugman suggested a larger stimulus and more of a bottom up approach. Both warned that tax cuts (that were added to appease the GOP) would not be stimulative.
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Raymond Chuang
Trying to bring sanity back
08:33 AM on 07/06/2010
Mr. Reich, if you REALLY want an economic recovery, how about doing at least two things:

1) MASSIVELY overhaul the current income tax system to something like the Steve Forbes flat tax plan so compliance costs are dirt cheap and it will encourage Americans to keep their savings and capital investments in the USA since we no longer tax bank account interest, capital gains and dividend payments.

2) Audit every Federal, state and local government agency for bureaucratic overlap and agency bloat and use the audit data to cut the size of government by 30% or more.
10:02 AM on 07/06/2010
whats bank account interest? must be something from the 60's.

I think the cut in cap gains is what created the bubble. had wages increased at the same rate profits had we wouldnt have had a housing bubble.

2) what do you want to cut? HHS, SS, Military. those are the biggies. wars arent free neither are drug benefits. both are unfunded mandates.

SS is still in surplus and despite the agency cashing its bonds we still have a 10 year treasury under 2.5%. another thing the fiscal cons got completely wrong.

Tax speculation at 100%. it was the greatest cause of inflation in oil prices.

and corp[orations already have the best way to cut their taxes. They call it wages. Tax dividends. Theres no corollation to dividend increases and real capital investment in prop, plat and equip.
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seeksthetruth
FAUX News: Junk food for your brain
01:31 PM on 07/06/2010
The flat tax is regressive. It favors the rich and the rest bare the brunt. We should have a more progressive tax, such as the schedule that existed when Reagan took office, prior to him lowering the top tax rate.
05:16 AM on 07/06/2010
the turn around goes like this...
obama anounces today that he is starting an energy and infrastructure task force now...today!
everyone without a job is hereby recruited. by next monday we begin work.
"you, over there. start digging a foundation for a wind turbine." "you over there. engineer the turbine." "hey you, start digging the trenches for the conduit for the power net work." and so on...
then obama says we will be energy independent this year, no matter what it takes.
there are millions of us waiting to hear this type bold idea. how to pay for such a thing? reduce the budget for the defense department. 700 billion is too much anyway. we are protecting "american interests" my eye! i've got no interest in afganistan. we are funding the protection of "corporate interests" and nothing more.
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lrobb
Gold Standard = four paws and a tail
07:13 AM on 07/06/2010
And we do what with all the newly unemployed defense industry employees, civilian contractors and military personnell?
12:53 AM on 07/06/2010
Guess who undid the Glass-Steagall?

None other than Bill Clinton
09:34 AM on 07/06/2010
oh pleeeeeeeeeeeeeze. yea clinton was present at the bill but it was the con wing headed up by phil gramm and rubin who wanted it dissolved. the gop hated the new deal and have been in a fight to liquidate surpluses and prove how incompetent a govt under ehir leadership is
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09:36 PM on 07/05/2010
You are right about that debt cleansing "depression" that resulted in the greatest transfer of a nation's wealth to a special interest group, that is financiers, who were also the orginators of the largest fraud in human history. Now our Nation are their servants instead of their masters.
We have tens of millions of superfluous citizens yearning to be given a chance to work and produce. Such citizens are an explosive danger to our nation's tranquility and welfare. We better wake up.
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Kye154
09:28 PM on 07/05/2010
While mentioning the U.S. is still within the gravitational pull of the 2008 recession, lets not forget, we never really recovered from the 2001 recession either. It is also really disappointing that Obama has not nationalized the banks, which would probably do more to stablize the economy, and instill some fear into Wall Street, that they are not going to be calling the shots on national policy issues. It also seems that Republicans are bent on hurting Americans anyway they can. With 8.4 million out of work people who's unemployment benefits are now in jeapordy, that is an additional 8.4 million who certainly won't be voting for the Republicans this November.
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lrobb
Gold Standard = four paws and a tail
07:16 AM on 07/06/2010
Nationializing the banks would certainly throw fear into Wall Street--also every economy worldwide. It would pretty much turn a severe recession into an overnight depression from which it would take a complete reversal of policy and several generations to recover, if ever.
07:15 PM on 07/05/2010
Professor Reich, the sad and poignant point is that it seems that POLITICIANS do not seem to care in the least bit.
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capitaldysfunction
White male never voted Republican
04:32 PM on 07/05/2010
Thanks to Paul Krugman researching the subject, we now have a real world example of what happens to an economy in an economic downturn that ups the ante by practising severe austerity or government spending cutbacks. Ireland. The decline is now ratchetting downward faster and faster.

Of course, Republicans don't care. The more spending cutbacks, the more the economy worsens, the more people blame Obama.
12:54 AM on 07/06/2010
and that 800 billion stimulus did what exactly?

Nada.
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capitaldysfunction
White male never voted Republican
02:40 AM on 07/06/2010
You don't remember your hero George the Worst going to the microphones close to the end of his eight year presidency? Did I hear the words "another Great Depression"?
09:38 AM on 07/06/2010
decreased the unemployment rate. saved the auto industry, moimwentarily stopped the housing price collapse with the tax incentive and put road crews to work doing something that is really needed.

But I suppose the GOP plan was to increase highway glut so we could spend our time reading their policies that fit neatly on 7" of vinyl on the bumper in front of me.
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KRYSTY
03:22 PM on 07/05/2010
My goodness Reich, do you ever give a tiny bit good news? I know unemployment is about 10%, but whining about it won't bring back the jobs. Who wouldn,t be bad if you keep talking down on them. You used to be one of my favorite and now you have lost a lot of supporters. You can't be taken serious if you are always saying the same thing. It makes you look like you have an agenda.
07:19 PM on 07/05/2010
What is the U6 percent? That to me is a more accurate gauge. It is about 16.5 percent.
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09:22 PM on 07/05/2010
Krysty. If honorable data were being assessed, the actual unemployed citizens approaches 22
%. We have an unacknowledged crisis of historical proportions. The fragility of a nation is in direct proportion to the number of truths it must disguise from itself.
03:01 PM on 07/05/2010
Liberalism in action.
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05:26 PM on 07/05/2010
is the remedy for conservative inaction.
07:19 PM on 07/05/2010
WTF? You surely seem to have this backwards.
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01:59 PM on 07/05/2010
your comments about the bailout are correct. it is as if W sensing his side was going to have to turn the cue over, put the cue ball in a position where Obama would have no shot on the table. We also hear now about the debt as an argument about cutting programs. if the bailout had never happened would we hear the same. how expensive would it have been to guarantee the principal on the mortgages at risk instead? W and Paulsen came to congress in the middle of an election and claimed it had to be done right now or the world would end.
01:52 PM on 07/05/2010
happy to see this writer is independent
not waving party flags