Interesting, Keith.  I doubt very much that trading countries will go very far 
in the direction of a single currency.  As the EU is demonstrating, adherence 
to a single currency can impose an awful burden on the individual state.  
Control of currency represents considerable domestic and international power.

You are right about individual economies having become multilayered, with the 
top layer, consisting of the largest firms, entwining the globe.  However, 
there are many layers below that in which firms can only work nationally, 
regionally and locally.  What I see is a bifurcation of economies, with the top 
layer and the layers below having increasingly different interests.

Ed


  ----- Original Message ----- 
  From: Keith Hudson 
  To: RE-DESIGNING WORK, INCOME DISTRIBUTION, ,EDUCATION 
  Sent: Tuesday, January 04, 2011 4:57 AM
  Subject: [Futurework] The softening of the cocoons during 2011


  Politicians don't get it. Government bureaucrats don't get it. Central banks 
don't get it. Most economists don't get it either.

  Nation-states are spinning. No, they're not spinning round like tops. They're 
spinning in the same way as silkworm cocoons are spun. As they are becoming 
boiled (governments now going irretrievably into debt) the 
political-credibility gum is melting in each cocoon and the shell is softening. 
Fine strands are breaking through, and are being drawn to intertwine with 
others from other cocoons to form threads around the world. Depending on how 
many cocoons are being boiled concurrently, so is the thickness of each thread.

  That's the Western world anyway. Previously (and this is where the metaphor 
breaks down!), the hard-shelled, territorially-defined nation-states either 
fought one another or, between times, allowed their businesses to trade with 
those from other countries. Previously (about a century ago), the goods 
transferred between nations were either raw materials or they were finished 
goods -- mostly consumer goods. Goods were traded by nation-bound, 
nationally-taxed, nationally-recruited businesses within each country using 
national currencies. Politicians, bureaucrats, central banks (and most 
economists) thought of economics as a summation, or a balancing-up, of these 
"national" economies with one another. That's how they thought. National 
economies and national currencies is what they thought they were controlling 
(in the case of politicians, bureaucrats and central banks), or talking about 
(in the case of most economists).

  It's different now. The businesses are no longer nation-bound but thread 
themselves around the world, increasingly having only nostalgic allegiance to 
their countries of origin. They will locate their operations wherever it suits 
them. Their production units will go to where labour is either the cheapest or 
the most educated in the skills they need. In the case of production units 
requiring high-skill, well-educated personnel, businesses will go to the 
sunniest and pleasantest places. In the case of the headquarters of these 
business, they will go to where corporate taxes are most benign and where there 
is plenty of access to banks, talented individuals for recruitment, restaurants 
and a wide band of  sexual and cultural entertainment. Most of their trade is 
now raw materials and part-goods, the finished goods of yesteryear being only 
the last segments of the freight chains which now criss-cross one another.

  But the flexible, yet stronger-than steel, silky threads now encircling the 
earth are not just production businesses but also vast retailing businesses. 
Also, there are many other international threads -- investment banks, hedge 
funds, scientific networks within each discipline, habitations of the 
super-rich, urbanization, elite artists and entertainers (soccer almost 
deserving a thread of its own!), special interest groups, innovative ideas. 
There are even attempts by senior bureaucrats and overly-ambitious politicians 
to turn the clock back and form supra-national organizations such as the IMF, 
OECD, EU, EMU, NAFTA, G7. G8, G20, ASEAN, SCO, IPCC, etc (the UN being the most 
obvious so far to show the failure of such attempts).

  What is different about the threads, compared with nation-states? There are 
many differences -- including the lack of standing armies which are not 
necessary to back up the threadies' power -- but two stand out. The new threads 
are lateral and they are efficient. They accumulate wastage, of course. All 
organizations do. But unlike pyramidal, highly centralized multi-layered 
nation-states, they are self-culling or they don't last for long. Being 
lateral, they allow for younger, more innovative individuals to come to the 
fore and disturb their (much reduced) rank orders more frequently.

  The one universal feature that all the new threads need, but governments, so 
far, are denying them, is a rock-solid currency to which national currencies 
would have to anchor themselves instead of swishing about as they do now (this 
month Chile being the latest country to devalue in self-defence against the 
dollar). This is something -- it was rumoured -- that President Hu Jintao of 
China was going to discuss with President Barack Obama at a meeting last June. 
I had a lot of naive hope for that as I mentioned in a previous posting. But 
this fell through.

  They're meeting again now, one learns. They'll certainly be discussing 
currency. That's the tinder-box issue above everything else. But whether 
they'll make any serious attempt at agreeing on a universal trading currency is 
quite another. Perhaps they'll pay attention to the President of the World 
Bank, Robert Zoellick, in calling for a currency with gold-referencing. Perhaps 
they won't. Perhaps Obama and his coterie still want to saturate the world with 
even cheaper dollar bank-notes. If so, then America had better watch out. Many 
of the largest banks in the world are now pushing the Chinese renminbi as a 
prototype world trading currency.  This could grow enormously during 2011. Be 
warned, Obama, Geithner and Bernanke.

  Keith

  Keith Hudson, Saltford, England http://allisstatus.wordpress.com/2011/01/
    



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