Monday, 24 June 2013

RECENT DYNAMICS OF THE CAPITALIST SYSTEM

AN ANALYTICAL SKELETON IN 20 PARAGRAPHS…
1. By virtue of its intrinsic logic, in particular the mechanism of competition, the system has to grow and accumulate… Accumulate and grow.
2. The engine and carrot of this intrinsic logic of the functioning of the system (what makes entrepreneurs, top executive managers and «investors» run…) is the obtaining of PROFIT.
3. In the control of the functioning of the system, the mechanism that works like an «accelerator», a «brake» and as a «gear box», is the indicator of the rate of profit. This happens in different ways, according to the phases of the evolutionary process of the system. It turns out that there is no driver and that the evolution of rate of profit goes through periods of growth, slowdown, stagnation and decline.
4. Meanwhile… the global amount of corporate profits is supposed to be divided beteween RENTs (payable to “rentiers or «landlords”), INTEREST (payable to ‘banks’ or owners of ‘financial capital’ and TAXES (payable to the State in exchange for the provision of services essential to the functioning of any economy (infrastructures… public sanitation… justice… security …)
5. When the RATE of profit begins to fall, unless they manage to obtain a brutal reduction in overall unit labour costs (including through delocalizations to «greener pastures»…). business owners executives and their executive managers begin a frantic search for other outlets for the surplus funds accumulated, as well as for the not yet visible output of potential reproductive investment. In other words, «investment opportunities»…
6. Thus, in that situation, when the RATE of profit begins to fall, in order to keep the mass of profits intact, owners of capital will also seek to reduce transfers to «rentiers», «banks» and the «State»…
7. As the owners of Capital (through its owners and managers) combines (interchanges…) easily with «rentiers» and «banks», the «costs» of this reduction in transfers will always and eventually be left to the Res Publica, ie the STATE.
8. From this «dodging» to bear the burden of that reduction in the overall average rate of profit, has resulted the systematic demand from «business» for a widespread and systematic reduction in corporate tax rates and those tax rates that are applicable to the higher echelons of personal income tax rates (owners and executives of Capital); from progressive tax system to regressive tax systems. That demand has led to generalised tax competition among states.
9. Meanwhile… Through the normative activities of the IBSA («International Accouting Standards Board» – a private entity sponsored by the largest international accounting and auditing firms), large corporations have searched for, and achieved, the manipulation, adjustments and control in the standards of international business accounting, to facilitate the opacity in their declaration of global income, rather than a transparent «country-by-country» statement of accounts.
10. At about the same time… Auditing firms managed to obtain flexibility of standards and legal framework of the audit activity by obtaining (starting with the Isle of Jersey in 1997) the passing of new laws of Limited Liability Partnerships which provided for limited an individual responsibility of individual auditors, instead of the previous law of joint and unlimited liability on audit firms. This caused a general slackening of auditing practices and encouraged malpractices in the management of many large corporations.
11. The liberalization of movements of financial capital and the creation of the financial market called the «Euromarket» (not to be confused with the «euro») has enabled an «exit option» out of any State regulations. The «eurodollar» is an hybrid new currency that corresponds to bank accounts designated in US dollars, that are placed in banks outside the U.S.. As a result these accounts are out of the reach of control or regulation of any State authority and also free from the conventional standards of prudent “fractional banking” (in very simple terms, «the requirement for an approximate 10% ratio between the total amounts of deposits and the total amounts of loans»).
12. Meanwhile, from the incessant and continued productivity gains in society as a whole, come to result a natural corporate tendency for a «systemic relative reduction of wages» and a concomitant growth in «systemic unemployment»… This in turn reduces the purchasing power for the bountifull amount of goods and services that are being produced
13. Thus, if the system reduces the purchasing power, there arises a systemic need for the facilitation of access to credit. As noted by Financial Times: «Debt, is capitalism dirty litke secret» (Ben Funnell – June 30 2009).
14.As a result of the falling rate of profit (points 3, 4 and specially point 13) there results a DOUBLE BIFURCATION in interest rates: according to the «entities» and the «end use of credit». In the case of interest rates charged by the central banks those interest rates come close to zero (to make credit cheaper to businesses and so encouraging business to borrow and invest …). In the case of interest rates charged by commercial banks (consumer credit) rates are free to rise and fall depending on the play of «supply» and «demand» in conjunction with the banks’ need to sell credit.
15. Relaxation of usury laws (which restricted or limited the interest rates on consumer credit …) and a decision by the U.S. Supreme Court has allowed banks (and their credit card companies) to «export» higher interest rates from some States to other States. From about 8% to about 24% now… This practice (of easy but expensive credit…) came naturally and logically to be generalized to the whole world. 1978 decision on Marquette National Bank of Minneapolis versus First of Omaha Service Corp. (439 U.S. 299)
16. Despite the increase in consumer interest rates, and through multiple promotional campaigns, in the style of «buy now and pay later» there came about an exponential increase in consumption on credit by households. As a result there was also an exponential increase in the overall private debt.
17. Meanwhile, tax competition between national States would eventually lead to a generalized reduction of corporate tax rates and a reduction of marginal tax rates (whereby the rich are paying relatively less…). From thence the result could only have been a growing increase in budget deficits and public debt.
18. Meanwhile, the ineffectiveness of reducing interest rates as an incentive to reproductive investment has become notorious. As already noted by various scholars of the Keynesian approach, «you cannot push a cart with a rope». Whereby the «rope» is the monetary policy and the «cart» is the productive economy of goods and services.
19. In the particular case of the Eurozone and taking advantage of the specific status of the ECB, Member States are required to fund themselves by going to commercial banks rather then, as in the old days, having recourse to the issue of national currency with each national central bank. As a result of this, commercial banks in Europe have taken to «refill» themselves with the ECB and then profit from the financing of «public debt» of each European state…
20. Considering the following systemic features that are now prevailing in the world economy, namely:
20.1 – Systemic growth of unemployment resulting from overall productivity gains
20.2 – Fiscal competition amongst sovereign States
20.3 – Lower taxation for the largest corporations and the very rich
20.4 – Lax or reduced supervision of banking activities
20.5 – Free (or uncontrolled) creation of virtual money
20.6 – Free (or uncontrolled) movement of financial capitals accross borders
20.7 – Relaxation of usury laws and exponential growth of consumer credit
If the operation of the system is to continue without a «pilot cum driver», the only natural and logical result that must come from all this, is a recessionary spiral and a natural tendency to instability, chaos and the possibility of «wars» and the continued growth of social anomie…

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