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Thursday, February 02, 2012

Paul Craig Roberts: Economics 101 » Counterpunch: Tells the Facts, Names the Names

Paul Craig Roberts: 
Economics 101 » Counterpunch: Tells the Facts, Names the Names

The Federal Reserve under Alan Greenspan compensated for the absence of US consumer income growth with a policy of easy credit and a policy of driving up home prices with low interest rates. This policy allowed people to refinance their homes and to spend the inflated equity in their homes that Greenspan’s policy created.
In other words, an increase in consumer indebtedness and dissavings drove the economy in the place of the missing growth in consumer incomes.
Today, consumers are too indebted to borrow, and banks are too insolvent to lend. Therefore, there is no possibility of further debt expansion as a substitute for real income growth. An offshored economy is a dead and exhausted economy.

 

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