'THE OTHER SIDE OF THE WORLD'
[Hoje Macau, Macau]
Financial Times Deutschland, Germany
Obituary for Neo-Liberalism; the
Birth of a New Order
"The neoliberal ship's officers should be grateful that we
live in a relatively moderate era. Not long ago, such failure by the upper
classes would have been avenged with the guillotine. … It can no longer be denied that what is
needed is the effective supra-national regulation of the financial sector.
There must be institutions that can take drastic-enough measures around the world
to prevent the build-up of risk to the extent that we have seen. "
By Thomas Klau
Translated By Jonathan Lobsien
February
27, 2009
Germany - Financial Times Deutschland - Original
Article (German)
The
neoliberal revolution is dead after three decades, because it lost touch with
reality. Such policies have failed the task of bringing order to the global
economy - it's time for a new world order.
The
triumph of market liberalism now imploding before our eyes began thirty years
ago. Prior to that, most Western consumers refused to allow reduced
wages as a response to the forced transfer
of wealth to the Arab World in the form of OPEC's energy-extortion. Ideology trumped reason: Three decades after the end of World War II,
people felt that income growth was a vested right, although the rising cost of
energy should have required a temporary renunciation of prosperity.
The Western
economies came screaming out of the doldrums. The left-inspired
redistributionist ideology of the post-war period shattered under the onslaught
of a neoliberal counter-revolution, which could claim - with reason - a return
to growth and prosperity.
Above
all, there was a sense of entitlement and a blindness to reality on the part of
those on small and medium incomes - which led to the implosion of the old model
and the victory of a movement led by conservatives. Their protagonists were
Friedman, Thatcher, and Reagan.
[The
Telegraph, U.K.]
This
time, it is the irresponsible sense of entitlement by the nouveau riche [newly rich] as well as blindness to reality on the
part of political leaders which has led to the death of the neoliberal
ideological cause. A consideration of the consequences has only just begun - but
at the moment, the hurricane rages and the capsizing of the ship must be
prevented. Yet the storm will blow over, and when it does, the passengers will turn
to the ship's officers and demand that the old instruments of navigation be
tossed into the sea. This the officers should do - and they should be grateful
that we live in a relatively moderate era. Not long ago, such failure by the
upper classes would have been avenged with the guillotine.
AN ABYSS OF POLITICAL RISK
Thirty
years of redistribution and then thirty years of liberalization - it’s no coincidence
that this is a time-period during which ideologies tend to fail. Decades-long
success brings blindness to new realities. Thirty years ago it was the oil price
shock that triggered a correction. Now a novel mixture of innovative financial
technology and deregulated lending, an empty American piggy-bank and a full
Chinese one, has brought the free-market economy to the brink of a collapse.
Our growth was based on confidence in the load-carrying capacity of credit of
the very lowest quality. The abyss of economic and political risk now opening
up is intolerable for any society and it needs to be addressed, even at the
price of radical reform.
'THE CHINESE ECONOMY'
[Hoje Macau, Macau]
Like
most people, I myself am struggling to comprehend the causes and consequences
of this crisis. I too, cannot imagine an answer that is anything but temporary.
But the crisis makes it our duty to consider our political priorities for the
next few years. Two observations are especially pressing.
The
first concerns the content of policy. The danger of the century is that the
struggle to achieve a growing economy will overshadow the battle against the
growth in carbon dioxide emissions - despite all the government rhetoric being
expressed in the background. The proposal put forward by environmental
activists primarily in the area of climate change - which would entail an unprecedented
increase in government spending - deserves serious discussion. The second
observation relates to the political framework. This crisis arose out of the
incapacity of an entire generation to recognize the economic consequences of
the interaction of new technology, new legislation and the rise of new economic
forces. This, too, could be called globalization.
Posted by WORLDMEETS.US
The
collective policies of all nations have failed at the task of affording the
global economy a system of safeguards similar to those the nation-state once
provided national economies. In defense of the honor of continental Europe, it
must be said that early on, Berlin and Paris sounded the alarm about the common
danger to their financial markets.
THE MOST SERIOUS CONSEQUENCES FOR EUROPE
It
can no longer be denied that what is needed is the effective supra-national regulation
of the financial sector. There must be institutions that can take drastic-enough
measures around the world to prevent the build-up of risk to the extent that we
have seen. Rather than laissez-faire, the introduction of new financial
instruments merits suspicion.
This
is the first step, but it is far from enough. What is needed is much greater
macroeconomic coordination among the major economic powers. The old essentially
transatlantic domination of the globe by the G7 is obsolete. The G7 didn't prevent
this crisis, and they no longer have the power to combat its consequences
effectively. Just like the energy producing nations, China, India and Brazil
must be held more accountable. That's hard enough - and can only proceed if the
old G7 powers are prepared to open a new chapter in the history of global
relations.
The gravest
consequences are in store for Europe. The danger that the crisis will prove an
acid test for the euro zone and the E.U. as a whole is real. The otherwise
erratic federal government has done exactly the right thing by signaling solidarity,
even if the E.U. Treaty doesn't require it. But this won’t be enough to
preserve the political existence of the E.U. if it intends to be an extra as
the new global stage is erected. The Americans and Chinese long ago lost their
patience with the institutional monkey-dance of the E.U., with its biannual rotation
of presidents, confused political signals and the tug-of-war between governments
and institutions in Brussels. The clock is ticking. If we Europeans still can't
manage to confront the world in the next year with a representative who speaks
credibly for all 27 members, you can get used to seeing one or the other [Americans
or Chinese] arguing about the great issues - without us.
*Thomas Klau is a FTD columnist and heads
the Paris Office of the European Council on Foreign Relations.
CLICK HERE FOR GERMAN VERSION
[Posted by WORLDMEETS.US March 8,
8:25pm]