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Trigger Happy: Why Deficit Cuts Should Be Triggered Only When Unemployment Drops to 5 Percent

Posted: 11/11/11 12:52 AM ET

On planet Washington, where reducing the federal budget deficit continues to be more important than creating jobs, everyone is talking about "triggers" that automatically go into effect if certain other things don't happen.

Yet no one is talking about the most obvious trigger of all -- no budget cuts until the official level of unemployment falls to 5 percent, its level before the Great Recession.

The biggest trigger on the minds of Washington insiders is $1.2 trillion across-the-board cuts that will automatically occur if Congress's super committee doesn't come up with at least $1.2 trillion of cuts on its own that Congress agrees to by December 23.

That automatic trigger seems likelier by the day because at this point the odds of an agreement are roughly zero.

Here's the truly insane thing: The triggered cuts start in 2013, a little over a year from now.

Yet no one in their right mind believes unemployment will be lower than 8 percent by then.

The cuts will come on top of the expiration of extended unemployment benefits, the end of a payroll tax cut, and continuing reductions in state and local budgets -- all when American consumers (whose spending is 70 percent of the economy) will still be reeling from declining jobs and wages and plunging home prices. Even if Europe's debt crisis doesn't by then threaten a global financial meltdown, this rush toward austerity couldn't come at a worse time.

In other words, what will really be triggered is a deeper recession and higher unemployment.

Democrats on the super committee are acting as if they haven't met an unemployed person. They're proposing $2.3 trillion in deficit reductions -- half from spending cuts (including $350 billion from Medicare), half from tax increases. To make the tax increases palatable to Republicans, Democrats want to give Congress a chance to find the new revenues by overhauling the tax code. If that effort fails, automatic tax increases would be triggered. The top tax rate won't rise (another bow to Republicans) but top earners' itemized deductions will be limited.

Oh, and by the way, under the Democrats' proposal, spending cuts and tax increases, triggered or not, would start in 2013.

The President (remember him?) is still hawking his $450 billion jobs bill, but he's having a hard time being heard above the deficit-reduction din -- in large part because he himself is simultaneously calling for deficit reduction, and most people outside Washington can't make sense of how we do both.

The public is confused because they don't get it's a matter of sequencing. We need to do more spending now in order to bring back jobs and growth, then do less spending in the future -- after the economy is once again generating jobs and growth.

That's why it make more sense for Democrats to propose a deficit reduction plan that goes into effect only when jobs are back. The trigger should be the rate of unemployment -- and a 5 percent rate would signal we're back on track.

True, the unemployment rate is an imperfect measure of how bad things are (it doesn't include everyone who's working part-time but needs a full-time job, and those too discouraged to look for work), but at least it's a useful way of comparing how much worse or better we are than we've been. And it can't be fiddled with (the Bureau of Labor Statistics guards the calculation like gold in Fort Knox).

Deficit hawks in both parties fear if we put off the spending cuts we'll never do them. But if we cut now, the ratio of deficit to the total economy just gets worse -- because the economy stagnates and the swelling ranks of unemployed don't pay taxes.

So the best of all worlds is to have a big jobs plan now, and also commit to automatic cuts triggered when unemployment falls to 5 percent.

The hawks should find this acceptable. Reasonable Republicans (if any are left) will, too. Democrats, if they still care about jobs, should lead the way.

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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04:12 PM on 11/14/2011
Robert Reich is the best. There is no better spokesman for Progressives than Robert Reich. (I have a hard time using that term - Progressive - I was always proud to be called a Liberal, until the Republicans were successful in making Liberal a dirty word - However, I'm still a proud LIBERAL). BTW, Russ Feingold runs a close second to Mr. Reich.
09:45 AM on 11/14/2011
"Robert Reich for President!"

But of course, you don't stand a chance of getting elected; you make too much sense!
09:36 AM on 11/14/2011
Robert Reich for President!
07:02 AM on 11/13/2011
You are right Mr. Reich, these folks seem to epitomize the definition of 'trigger happy.'

1. They certainly DO have the tendency or desire to shoot a firearm before adequately identifying the target.
2. They sure ARE inclined to react violently at the slightest provocation.
3. They DO tend to act rashly or without due consideration (tending to resort to the use of violence irresponsibly).
4. They DO tend to show a lack of care for consequences; "behaved like an irresponsible idiot"; "hasty and irresponsible action".

Even Attila the Hun is thought to have said, "Violence never solves anything."

& stating the obvious here - 'Cui bono?'

The American people need a 'bullet proof soul.'

Thanks & respect for being a voice of reason (I'm adding your thoughtviews to my bulletproof vest).
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guveqzero
Inventor and Innovator
03:35 PM on 11/12/2011
Insanity has no limits. Especially, the policy that our politicians perpetuate.
12:28 AM on 11/12/2011
Robert Reich wants to deal with deficits only when (insert issue here) drops to (insert arbitrary figure here)? Good thinking!

But why should Robert have all the fun? Other pundits should get to move their priorities to the head of the line, too. Maybe Congress should be allowed to do something about deficit spending…

Only after the minimum wage rises to (insert arbitrary hourly rate here).
Only after the U.S. reduces carbon emissions by (insert Al Gore’s latest).
Only after the nation’s epidemic of Fritos addiction is cut by (insert percentage).
Only after (insert percentage) of first graders have access to condoms.
Only after everyone earning over (insert yearly income) is forced to grovel on national TV.

In fact, there’s no reason we can’t adopt all those rules. Special interests, reserve your favorite lobbyists now. Suggestions like Reich’s will let us go on deficit spending forever. Or until we have nothing left to spend.
11:09 PM on 11/11/2011
Some ideas are too sensible.
And they don't serve the needs and wants of the 1%.
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Grichde
Little Hope, Wrong Change
07:47 PM on 11/11/2011
Only problem it may never happen.
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CMontalvo
stranger in a strange land
07:41 PM on 11/11/2011
Deficit spending to create jobs during a CREDIT recession is akin to you paying down your Visa credit card debt with a MasterCard having a higher interest rate. You don't fix a PRIVATE debt bubble by inflating a PUBLIC debt bubble but that's what Reich and the administration have been pushing for since this crisis began.

In addition to delaying the requisite deleveraging, this strategy also rewards those most guilty of over-extending themselves (banks, homeowners, etc.) and places the burden on responsible taxpayers. And some tactics, like extending unemployment benefits, have actually been proven to PROLONG unemployment, delaying recovery still further.

There are times when no good deed goes unpunished.
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06:24 PM on 11/11/2011
Robert, you have got to stop talking logic and hoping the GOP will recognize it as such!! They are a lost cause. The Dems may also be a lost cause. We need a constitutional amendment banning $ and lobbyists and then we need to start over with our representation. Both sides are owned and the end of that will bring our democracy back and a new beginning.
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HUFFPOST SUPER USER
freedomny
99% = TBTF
07:08 PM on 11/11/2011
Yes - have to agree. RR you are working yourself into a frenzy because...our politicians are completely insane at this point. They have been bought....every one of them.

Keep going on CNBC at least to lend a voice...but none of this will be changed until Americans demand the change.

I have faith. I do believe the American People are slowly waking up. And I also believe there are many Americans who really love our country. And, if push comes to shove, we will rise to protect and preserve this great country.

Best to you.

Banker supporting OWS and ethical capitalism.
02:17 AM on 11/12/2011
Logic seems not to be understood by either the Dems or the Repubs.

Stan from CA.
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05:56 PM on 11/11/2011
Makes great sense to me, Mr. Reich. The conservative's way brings us nowhere but further down into the troubled abyss.
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Peter Combs
Amused by the illogical..no, NOT a Republican
05:50 PM on 11/11/2011
"Democrats on the super committee are acting as if they haven't met an unemployed person."

I suspect they haven't actually....

John Kerry is our Senator.....he lives in a 10 Million Dollar Brownstone on Beacon Hill in Boston....and spends his spare time on Martha's Vineyard sailing his 7.5 Million Dollar yacht or in Gstadd Switzerland skiing....I doubt he see's or has met many unemplyed people....
05:01 PM on 11/11/2011
Check this out:

• United States Tax revenue: ....... $2,170,000,000,000

• Fed budget: ............................. $3,820,000,000,000

• New debt: (this Year) .............. $1,650,000,000,000

• National debt: ...................... $14,271,000,000,000

• Recent budget cut: ...................... $ 38,500,000,000



Now, remove 8 zeros from each line and pretend it's a household budget.

• Annual family income: ................................ $21,700

• Money the family actually spent: ................. $38,200

• New debt added to their credit card: ........... $16,500

• Outstanding balance on their credit card: ... $142,710

• Total budget cuts for coming year: ................... $385

Sorta brings the issue "home" doesn't it?
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Peter Combs
Amused by the illogical..no, NOT a Republican
05:52 PM on 11/11/2011
Outstandingly well done...!

try taking that balance sheet to your local banks and getting a loan...for a house or to buy anything...
06:55 PM on 11/11/2011
Except it is not a household budget. Household budgets do not pull money from the overall economic supply of money - taxation does. Household spending does not increase the amount of money in the economic supply - government spending does.

Think of it this way. That $3.8 trillion in government spending is actually the creation of $3.8 trillion dollar bills that are dumped into the economic system. Taxation is actually the destruction of $2.2 trillion. The difference is the money left in the system to do work. This is true because only government is allowed to print money.

Now, if the system is stagant, as it is now, pouring more money into an already money saturated pool, does nothing. The only real way we can get money flowing, using the pool analogy, is to cut a larger hole in the bottom of the lake. In other words, we need to tax more while also spending less (though spending less is not really necessary depending on the type of taxes you inact).

As to the debt, the only real problem with the debt is the amount of interest that is owed on it. That interest detracts from the services that government could supply.
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bornorange
Working hard at being right.
03:05 AM on 11/12/2011
Whoa!

Simplify... Government has no money unless they print it, borrow it or tax us for it. All of those activities take from us eventually.

Government spending doesn't stimulate anything long term (and if you give it to unions... never)

To use your water analogy, government spending is like scooping a cup of water off your dock and pouring it back into the lake off your neighbor's dock. In the case of the federal government spending... you slosh a portion on the ground on the way to your neighbor's dock.

The private sector is the lake. The more you scoop and slosh... the less water is in the lake. Eventually the private sector (the lake) is gone and you have what the progressives want... socialism, Marxism or communism.

You also have the destruction of the democratic republic that has worked so well.
cdterm47
I am poor because I am a River to my People
04:08 PM on 11/14/2011
BRAXTON T

You will never, ever, ever be an Economist. You will never, ever, ever be in finance. Are you from this planet???
Butquestioning
Searching for truth
04:14 PM on 11/11/2011
Is our intention to grow or shrink our economy? It seems that in business if you want to grow your business, you don't make cuts to your hours, your staff, your budget, your products or services, but that is exactly what government spending cuts would do - at a time when we are trying to grow our economy. And if you want to grow a business, you often borrow to do so - to give yourself a better chance to increase sales and profits.

Yes, the rate of spending is unsustainable but in the long run, not immediately. If we put more people to work as we did in the 90's with "full employment" we increase our revenue at all levels of the government and in our businesses as well. But we stay stalled in this situation because there is no help coming from the Republicans to change things. Instead, we only hear about cuts and not growth.
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sonoflars
Growing old is mandatory, growing up is optional
04:02 PM on 11/11/2011
Unemployment, if we don't fix the numbers, will never be as low as 5% again. Never. Wake up and smell the end of our economic system.
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CMontalvo
stranger in a strange land
07:45 PM on 11/11/2011
Bet you coulda said the same thing during the Great Depression, when unemployment hit 27%.

Enough with the Chicken Little hyperbole...