I have some questions about the analysis of Marxist economist Michael
Roberts, and I would be interested in the thoughts of others. Roberts
writes:
"But the ensuing slump in world production, trade, investment and
employment did not start with a financial or stock market crash, which then
led to a collapse in investment, production and employment. It was the
opposite. There was a collapse in production and trade, forced or imposed
by pandemic lockdowns, which then led to a huge fall in incomes, spending
and trade. So the slump kicked off with an ‘exogenous shock’, then the
lockdowns led to a ‘supply shock’ and then a ‘demand shock’."
I have trouble with this. At least here in the US, it seems to me that it
did start exactly with a "demand shock", not a collapse in production. Due
to Covid, "demand" in the hospitality, transport and service industries
(restaurants, hotels, airlines) collapsed. That was the start of the
economic decline, no?
Roberts has some great material on the tendency for the rate of profit to
decline, but he sees that as the one and only contradiction of capitalism.
Anything that hints at the inability of workers to buy back all they can
produce is simply Keynesian reformism to him. I think this is why he
doesn't see the collapse in demand here as the immediate cause of the
economic crisis. What do others think? Also, any suggestions for good
analysis of the present economy?
Roberts' article:
https://thenextrecession.wordpress.com/2020/12/02/a-credit-crash-ahead/

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