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Robert Reich

Robert Reich

Posted: July 21, 2010 06:06 PM

We're not in a double-dip recession yet. We're in a one and a half dip recession.

Consumer confidence is down. Retail sales are down. Home sales are down. Permits for single-family starts are down. The average work week is down. The only things not down are inventories -- unsold stuff is piling up in warehouses and inventories of unsold homes are rising -- and defaults on loans.

The 1.5 dip recession should be causing alarm bells to ring all over official Washington. It should cause deficit hawks to stop squawking about future debt, blue-dog Democrats to stop acting like Republicans, and mainstream Democrats to get some backbone.

The 1.5 dip recession should cause the president to demand a large-scale national jobs program including a new WPA that gets millions of Americans back to work even if government has to pay their wages directly. Included would be zero-interest loans to strapped states and locales, so they didn't have to cut vital services and raise taxes. They could repay when the economy picked up and revenues came in. The national jobs program would also include a one-year payroll tax holiday on the first $20,000 of income.

The president should stop talking and acting on anything else -- not the deficit, not energy, not the environment, not immigration, not implementing the health care law, not education. He should make the whole upcoming mid-term election a national referendum on putting Americans back to work, and his jobs bill. Are you for it or against it?

But none of this is happening. The hawks and blue dogs are still commanding the attention. Herbert Hoover's ghost seems to have captured the nation's capital. We're back to 1932 (or 1937) and the prevailing sentiment is government can't and mustn't do anything but aim to reduce the deficit, even though the economy is going down.

It looks like there'll be an extension of unemployment benefits. (If it weren't for the human suffering involved, I wish the Republicans had been forced to filibuster that bill all summer and show the nation just how much they care about people without jobs.) But the fiscal stimulus resulting from this will be tiny. Jobless benefits are humane but they alone don't get jobs back.

And what about the Fed? It's the last game in town. The 1.5 dip recession should cause Ben Bernanke to revert to buying mortgage-backed securities, buying Treasury bills, buying anything that will get more money into circulation.

But the Fed chair continues to talk about pulling money out of the system and raising short-term rates as the economy improves. During Wednesday's appearance before Congress he made it clear monetary policy won't be loosened; it just won't be tightened for a while. And he reiterated that deficits were "unsustainable."

He admitted unemployment would probably remain high for a long time, and the likelihood of growth was "weighted to the downside," which in Fed-Speak means we're still in trouble. And he said the Fed still has the tools to do what's needed if the economy needs more help.

But would he use the tools now? No. "We need to look at them carefully to make sure we're comfortable with any steps that we take." This is like the captain of the Titanic looking carefully at his lifeboats to make sure he's comfortable with using them as the ship starts sinking.

This post originally appeared at RobertReich.org.

 
 
 
We're not in a double-dip recession yet. We're in a one and a half dip recession. Consumer confidence is down. Retail sales are down. Home sales are down. Permits for single-family starts are down. T...
We're not in a double-dip recession yet. We're in a one and a half dip recession. Consumer confidence is down. Retail sales are down. Home sales are down. Permits for single-family starts are down. T...
 
 
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suzc
Speak the Truth, even if your voice shakes
09:44 AM on 07/28/2010
Last night on CSPAN Debbie Wasserman Schultz had a graph that showed a steady increase in jobs for the last six months (even higher in production jobs). She said if the trend continued throughout 2010, then there would be the same number of jobs created this year as in the entire 8 years of W. Now that's a big If. But it's an interesting statistic.
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suzc
Speak the Truth, even if your voice shakes
09:40 AM on 07/28/2010
The Obama White House apparently does not realize we are in a depression, or that there are millions of people without jobs, or that jobs are actually important -- after all, so many of them are overseas, how could they be important.

I thought the Prez was a student of history. I also thought he was bright and concerned. Apparently I was wrong. Of course a lot of the problem is those he has around him, and those in Congress. DC is totally out of touch and so in love with itself and its greed it will never change. Govt enslaves People. Always has. Always will. In some countries they just don't admit it.
08:00 AM on 07/28/2010
Mr. Reich. As a big fan, I still would like to know more about spending and special tax deals that create genuine demand and value as opposed to propping up government. Tax holidays are a start, but accelerated depreciation for capital spending on innovation by local businesses might have more impact toward getting corporations to begin investing again. I know you have these types of plans at the ready in your bailiwick, and would love to hear more.
05:59 AM on 07/28/2010
Well that was weird. I think HP moved where this article was to be found, so when I went to make a correction to a comment, I could not find it!

I MEANT to say unemployment in the Depression was about 25%. I think I said 50%. It was not 50%-- I erred! (first time ever, I swear! hehe)
05:35 AM on 07/28/2010
And to top it off... $59 billion for Afghanistan was just passed.

Democrats and Republicans don't even make a pretense anymore that they are doing the people's work. They openly pour our nation's money and future down the rat hole of military imperialism. They just do it and the public be damned.

But Robert Reich, I love you and your columns! They just don't care any more.... I believe we've lost our democracy to the corporations long since ;-/
04:03 PM on 07/26/2010
Business news is saying companies are sitting on piles of cash and not doing anything with it. Obviously, they have no use for more cash.

We already found out dollars to corporations and the rich haven't created any new jobs. The Repubs gave them $700 billion in TARP, the Federal Reserve bought their bad assets, Obama gave tax cuts and stimulus to small business, the stock market has doubled in Obama's 1.5 years and they haven't created any jobs; so there is no point in throwing money (corporate welfare and tax cuts) to the corporations and rich since they just hoard it or chase paper investments rather than create jobs.
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guveqzero
Inventor and Innovator
12:17 PM on 07/26/2010
The only ones that don't understand the urgency in generating jobs are the ones that have the power to do so. Incompetence combined with a poor education is to blame. Millions of US citizens will suffer needlessly. The solution for jobs in America requires these people to drop some of their most sacred beliefs. The is not someting people do very well.
08:52 PM on 07/25/2010
Mr. Secretary, how does it feel to have been right about almost everything you've said in the last 2 years?
05:37 AM on 07/28/2010
But he was for NAFTA, which really took jobs away, in all respect, Mr. Reich.
HUFFPOST SUPER USER
hrpmap
Retired man still active..
12:03 AM on 07/25/2010
On a business round table discussion behind me on TV I just heard the so-called reform bill requires eveyone holding gold or silver to declare it with the IRS. This means that if you are holding a security nest egg they want to know where it is. In the next day or two I will be searching the net for the complete info. What do they know that we don't?
10:29 PM on 07/24/2010
I'm pretty sure the bread lines and unemployment rate place us squarely in Depression, rather than some recession nonsense.
05:42 AM on 07/28/2010
I thought so, too, but spoke to my Mom who lived thru the Depression. We're not there yet. Men were welling apples on the street for a dime. I believe unemployment was more like 50%.

But we're getting there. And we just spent another $59 billion on Afghanistan, a war ONLY big business, which owns the Govt, wants.

If we want to beat this it is to equate the war with the dismal economy. Wonder if that will happen.

Also, this president assumes the "Progressives have no place to go." We do. We don't have to vote. I have ALWAYS voted (and figure if you don't you have no right to complain), but if the Dems implode, if the Repubs who are openly for the rich vs. the poor, well, as a third world nation maybe one day there will be a revolution. Of course by then climate change will have baked us to a potato chip so who cares.

Sorry if this sounds a bit overboard.... it's been a bad day ;-/
06:00 AM on 07/28/2010
Found my post! My bad. 25% was the number for unemployment in the Great Depression of the 30's.
09:07 AM on 07/28/2010
Our productive capacity may keep us out of a true depression. The government can keep people fed and housed by a decree to allow use of surplus food and housing, but that's about it.
04:46 PM on 07/24/2010
We are already back in a recession. Double dip baby. For there to be jobs, there must be money and right now the banks have all the money and they are using it to shore up their balance sheets. They are only willing to loan it to 100% credit worthy people, in other words nobody, so that pretty much sums up the jobs picture. I really do not understand unemploment insurance. It seems to me if you want money, you should have to do something for it. Even if it's soaking up oil on the beaches. In fact it is the perfect job becasue it needs doing and there are plenty of unemployed people now in Southeast Louisiana.
05:45 AM on 07/28/2010
That is how I feel about welfare. You should have to do something, even if small. If you see a doctor you should have to pay $5... something.

That is another thing that has bled the border states... welfare to illegals. I am not saying it is the whole problem; obviously these folks are not the Banksters. Yet, with the drain on schools, hospitals, drs., food stamps and social programs, I'm sure the CA economy would be 25% better without millions of folks and their children and children's childrens soaking up benefits that no other country gives illegals.
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HUFFPOST SUPER USER
Queen Regnant
Marching to the beat of my own drummer
09:08 AM on 07/24/2010
Amen. Jobs should be the ONLY thing on the agenda. Double dip my arse. This is a Depression.
12:13 AM on 07/24/2010
I'm sorry. I just don't understand this recession dip talk. What's going on here seems to be more than a lull in the econpmy. Seems more like a restructuring of the entire economy to the disadvantage of average Americans and the advantage of a few, and also bailouts and subsidies in one form or another for a few large interests at the expense of many smaller companies and individuals.
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HUFFPOST SUPER USER
ResearchtheFacts
Alert, awake & paying attention to the details.
08:14 PM on 07/23/2010
There's a disconnect the size of the grand canyon. This administration is obsessed with the financial industry. Last year (November, December) Obama was having an employment summit. How'd that work out?

Gibbs came out last week rattling off all the things this administration has done since taking office. Reality 5,000 or more are losing their homes everyday, and thousands are hitting the 99 week mark on their unemployment, millions are looking for work. And, 60 million or 20% of the american population is experiencing extreme hardship. But help is on the way.

The 1.5 dip recession should be causing alarm bells to ring all over official Washington. It should cause deficit hawks to stop squawking about future debt, blue-dog Democrats to stop acting like Republicans, and mainstream Democrats to get some backbone.

MOSTLY THEY NEED TO GET BACK IN TOUCH WITH REALITY.
06:37 PM on 07/23/2010
margaret mead was right in the 50's
the next world war is unfolding just as she predicted
between the haves..and the have nots...
i mean the 'have brains' and the 'do not have brains'
05:46 AM on 07/28/2010
huh? That made no sense.