On a series of conference calls with reporters and bloggers, Jason Furman, Deputy Assistant to the President for Economic Policy, defended the series of tax breaks and infrastructure investments that make up the White House’s new jobs package as both a short-term way to boost the economy and draw contrast with a Republican platform stuck in the past, and a long-term way to create better modes for business investment in the future. But he still left nagging questions about the relative benefits of a policy which even some Democrats are wary of, and which economists have found dubious in recent days.
By now we know the three policies that the President is packaging together as a jobs agenda, united by Furman on the theme of investment. There’s a $50 billion dollar front-loaded transportation infrastructure investment, which includes a National Infrastructure Bank to encourage private dollars. There’s a permanent extension of the R&D tax credit (costing about $100 billion over ten years), instead of the year-by-year approach to research and development we have now, which causes confusion and some lapses. And there’s the acceleration of business write-offs for 100% of capital investments in 2010 (starting at today’s announcement) and 2011, which could encourage as much as $200 billion in purchases; over time, this would cost only $30 billion in 10 years and even less beyond that, as companies would essentially be taking the immediate write-off for what they would normally deduct as it depreciates over time.
These are all ideas supported by Democrats and Republicans in the past. It doesn’t make them particularly stimulative. Serious questions have been raised by economists, who say that these policies wouldn’t move the needle on unemployment much, wouldn’t stimulate the economy in the manner predicted, wouldn’t create extra demand which is the entire problem with the economy right now, and could be used (in the case of capital purchases) to put people out of work. Furman gamely tried to rebut these critiques.
Furman told a Bloomberg reporter that the economic team felt the bonus depreciation piece was high “bang-for-the-buck” because it accelerates tax credits so businesses get them up front. He explained that businesses who are having trouble getting credit could use the purchasing to acquire what amounts to a zero-interest loan from the government. But a Goldman Sachs analysis showed that such a measure may not stimulate much purchasing until the drop-dead date at the end of the credit, in the 4th quarter of 2011, hardly a near-term stimulative maneuver. When asked about this Furman didn’t accept the premise. “We think it’ll affect business investment right away… Businesses may move up their purchases from 2012 or 2013, but we don’t think anyone would delay their investments.” Furman insisted that this credit would create demand. “When US businesses are investing, they’re buying from other American businesses and hiring more workers to use those investments,” he said.
On the R&D tax credit, Furman didn’t fully explain why a policy that gets extended every year would somehow be stimulative when made permanent. He said that we now have the worst of all possible worlds, where we pay out on the tax credit but the uncertainty around it causes businesses to not actually use it to expand their R&D. With a permanent credit it can be manage more effectively. But Austan Goolsbee, a member of the Obama economic team, devoted much of his early economic work to proving that this type of policy doesn’t work in the manner intended:
Although there appears to be an abiding faith among policy makers that tax incentives can influence the investment decisions of firms and serve as a tool for stabilizing the economy, empirical evidence for the connection is weak. Econometric research has commonly found that tax policy and the cost of capital have little effect on real investment. Economic theory predicts that the marginal user cost of capital should be the primary determinant of investment demand but actual estimates of the price elasticity of nvestment … mostly lie between zero and -0.4… The evidence that investment is only modestly responsive to price has been one of the most robust findings of the empirical investment literature…
In addition to their large revenue costs, investment tax subsidies may give large, unintended rents to capital suppliers without increasing real investment until several years later because of the short-run asset price responses of capital goods. For policy makers interested in using tax policy to stimulate investment or, especially, to smooth business cycle fluctuations, the results are not promising.
I asked Furman about this, and he replied that Goolsbee was part of the team that worked on this policy. Of course, that doesn’t mean he agreed with all of it. Furman cited studies contrasting Goolsbee, saying that 80% of the benefit to the R&D tax credit goes directly to creating jobs, and that under the new policy, businesses would get rewarded for expanding their research.
Some economists, like Marshall Auerback, appreciate the Administration’s new attention to the economy. And I’ve said repeatedly that Democrats needed something to run on in November. But apparently some of them are profoundly uninterested in using even these middle-of-the-road policies. I reported earlier that Michael Bennet rejected the infrastructure part of the proposal unless it was “paid for through unused stimulus funds.” Furman responded to this that “others in the White House do congressional relations,” but that the entire infrastructure proposal is in fact paid for, through repealing tax breaks on the oil and gas industry. That kind of measure got 35 votes when Bernie Sanders proposed it this summer, and I don’t exactly see any more for it now.
Furman kept trying to stress that these were long-run policies, that they include necessary reforms (like removing uncertainty on the R&D tax credit, or consolidating programs and including the infrastructure bank), and that they are fully paid for and fiscally responsible. What he couldn’t quite answer is how these small-bore proposals would create the jobs necessary to climb out of this crisis. There the answers got more vague.
And here’s the bigger point. If Republicans and some Democrats will fight you on the policy regardless, why in the world would you try to bank-shot a policy to get X amount of votes, instead of proposing as a campaign document what the economy desperately needs? Isn’t the best way to stimulate investment through investment? Isn’t the best way to get businesses to hire by generating demand?



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I’d just like to point out once again that SEIU and its allies (PCCC, etc.) made possible Michael Bennet’s victory in the primary.
Great job, guys!
So if American companies buy a bunch of shit from China, they can write it off, and this helps create American jobs how exactly?
I said last year that 2010 being an election year we should expect a flurry of proposals meant to keep the economy from collapsing entirely (like extending unemployment benefits and aid to the states). Another aspect of this is a bunch of proposals none of which will do much, none of which are particularly good ideas but which are meant to win over voters by showing the Administration is doing something, even if it isn’t really. Most of this stuff will quietly die after the election.
Shorter version: This isn’t a plan for recovery. It is a plan, and not a very good one, to affect an election.
I would have believed this stuff if I heard it in January 2009. But the record on this is pretty clear. Obama’s in campaign mode and he will sound progressive to get votes.
From January 2009, if Obama had been attacking the Wall St bailout, if Obama had been trying to change taxes to support the middle class, if Obama had tried to give everybody Medicare and FAILED AT ALL OF IT, he would have had OVERWHELMING Democratic support in 2010.
Now, the WH is all SHOCKED, SHOCKED that they’re getting attacked by the people they clearly supported, and that the base has pretty much given up on them. What did they expect?
I’m not an economist. So I can’t quite understand why supply side tax breaks will generate demand among the unemployed, underemployed and employed but scared shitless.
The idea that this will create jobs is foolish. These credits enable businesses to buy equipment. In an environment in which there is no demand for goods, businesses only replace equipment when they have to. All this does is reduce the cost of doing something they were going to do anyway. It’s a give-away, which seems to be the only thing these guys know how to do.
Or raid the U.S. treasury to the benefit of corps.
At which O is not as good as W, as is usual.
Ding.
You don’t need to be an economist, as you so accurately point out.
Actually, only the economists for the rich & powerful would approve this package. They amount to about 3% of all economists in an AEA survey, but those 3% are all in charge of USG econ policy.
Republicans and Democrats favor outsourcing jobs to Asia over employment for Americans, R and D parties prefer Banksters over direct government lending, they prefer disproven Trickledown supply side economics to direct government hiring.
How many times has trickledown failed the American People? How many more times will the R and D Party keep pissing on our shoes and tell us it’s raining?
I don’t think this has anything at all to do with jobs. I think this is all about Obama doing election year giveaways – to the tune of hundreds of billions of dollars. Obama is doing a fake stimulus that makes it all the harder to do a real stimulus…as if the last underpowered and disjointed stimulus wasn’t bad enough.
I think whether or not something is failed depends on what the metric is. Obama probably knows quite well that this wont create jobs, but that isn’t his metric to begin with…he’s just doing more for the fatcats and pleasing them is his metric.
True, if they can’t loot it they won’t bother with it.
As I’ve commented on prior threads, this is about O raiding the U.S. treasury to the benefit of the corps & the rich. Since he seems likely to last only to 2012, he needs to get to work on it ASAP, otherwise his post-prez prospects would amount to only hundreds of millions instead of billions.
I stacked a cord of wood today, so I seem to be mindlessly repetitive, owing to tiredness. Think I better quit while I’m not too far behind.
Nite all. Be well.
The elites are following the blue print of book written in the 60′s.
I forgot the name of the book.
The idea is that the USA does not need two political parties with two different missions. The book states that the USA would be better serve having two political parties with the same goals and ideas and a public that is clueless.
At the current time
the democrats party = the republican party and
the republican party = the democratic party.
the direction the BUS is moving never changes only Bus Drivers, for 4 years you get Bush, for 4 years you get Obama,
what makes all of this possible is the elites total control of all media.
For example, the media never talks about the intentional destruction of the USA middle Class.
What if RUSSIA, CHINA, announce to their populations that we are going to destroy USA without NUKES, we are simply going to destroy the USA mfg base. Would this get the american people attention.
I think when ones looks back in history, one will find that no nation has intentionally wipe out its mfg base like the USA.
WHY would the elites want to destroy the USA middle class? It is very simple competition is a SIN!!!
People talk on the BLOGS, like OBAMA is stupid. Obama knows exactly what he is doing!
As some one pointed out 19b after working with r’s and then it’s spent on ads.
what the hell is “a National Infrastructure Bank to encourage private dollars”? You have got to be kidding!
you hit the nail on the head that the key to economic recovery is spurring demand, yet there are no policies coming out of the White House or Congress, at least none that will pass this year, to help create demand. There are some simple solutions that could help immediately when it comes to job creation, economic growth and getting whichever party wants to piss off their donors and easy victory…
Our government spends over $500 billion a year contracting out for goods and services to keep our county running ($500 billion is the official figure, unofficially it is closer to $1 trillion). The Small Business Act, passed in 1953, now mandates that 23 percent of the total dollars of those contracts go to small businesses. I will also say that over 90 percent of all government contracts are less than $100,000, so small businesses could handle a majority. However, the mass majority of small business contracts go to large companies, Fortune 500 firms and multinationals (think of the roster for a US Chamber of Commerce black tie event). Small businesses lose out on over $100 billion in contract opportunities every year. According to the US Census Bureau, small businesses create over 90 percent of all net new jobs.
So here you have it. If the president wanted to stimulate the economy and drive demand, all he would have to do is end the fraud and abuse in small business contracting programs, and then you would have an additional $100 billion a year, and every year, flowing into the hands of those businesses in the US, at the local level, who hire local people and spend money in the local economy. The best part is this would be completely deficit neutral since the programs are already in place and the money is already budgeted.
But perhaps we should continue giving the top 1 percent more tax cuts so they can build a bigger vault to swim in all their money…
Stopping contractors from bilking the Government would result in millions if not billions in savings.
A Payroll Tax Holiday or deep cut would stimulate more than any of these other tax code tricks they are considering now and would maybe get some people hired.
Maybe that’s the next trial balloon.
Maybe that’s the next trial balloon.
Already floated, already shot down. Jamie Galbraith has been pushing this for 2 years. But his idea was that workers would use the extra money in their pocket to boost demand. By the time the White House considered it this summer, it had become an employer-only payroll tax holiday (to spur hiring… so much for aggregate demand). At the last minute, it was dropped for the $50 billion small ball infrastructure proposal, oh plus $200 billion in corporate tax breaks. Just pathetic…
In contrast, check out this Galbraith piece from the March 2009 Washington Monthly.
http://www.washingtonmonthly.com/features/2009/0903.galbraith.html
The piece covers the waterfront from the foolish TARP bailout, ways to help underwater home owners, the need to expand (and not cut) Social Security benefits, a payroll tax holiday, the need for serious infrastructure spending (the 5% to 10% of GDP he suggests are $700 billion to $1.4 trillion, a bit more than Obama’s $50 billion offer). Jamie Galbraith reminds me of an F. Scott Fitzgerald line about the movie industry:
“It can be understood, too, but only dimly and in flashes. Not half a dozen men have ever been able to keep the whole equation of pictures in their heads”.
In this economy, Galbraith is one of the few that has the whole equation in his head. In a better world, Larry Summers would be teaching grad students and Galbraith would be the President’s top economic adviser.