*Hyperinflation is here*
*by Alasdair McLeod*
*Oct. 15, 2020*

https://www.goldmoney.com/research/goldmoney-insights/hyperinflation-is-here


Definition: Hyperinflation is the condition whereby monetary authorities
accelerate the expansion of the quantity of money to the point where it
proves impossible for them to regain control.

It ends when the state’s fiat currency is finally worthless. It is an
evolving crisis, not just a climactic event.
Summary

This article defines hyperinflation in simple terms, making it clear that
most, if not all governments have already committed their unbacked
currencies to destruction by hyperinflation. The evidence is now becoming
plain to see.

The phenomenon is driven by the excess of government spending over tax
receipts, which has already spiralled out of control in the US and
elsewhere. The first round of the coronavirus has only served to make the
problem more obvious to those who had already understood that the
expansionary phase of the bank credit cycle was coming to an end, and by
combining with the economic consequences of the trade tariff war between
China and America we are condemned to a repeat of the conditions that led
to the Wall Street crash of 1929—32.

For economic historians these should be statements of the obvious. The fact
is that the tax base, which is quantified by GDP, when measured by the true
rate of the dollar’s loss of purchasing power and confirmed by the
accelerated rate of increase in broad money over the last ten years has
been declining sharply in real terms while government spending commitments
continue to rise.

In this article it is documented for the dollar,but the same
hyperinflationary dynamics affect nearly all other fiat currencies.
Introduction

In the last ten years I have waged two crusades to bring attention to
issues I believe to be in the public interest. From 2011, I wrote a series
of articles about China’s gold policy, which had been accumulating physical
gold from as long ago as 1983. The meme that gold was moving from west to
east became broadly understood and almost a cliché. The second crusade was
to inform the public that the business or trade cycle was only the symptom
of a cycle of bank credit, which inevitably ends in a crisis of credit
contraction.

It is now time for a new campaign, on a subject which I have been writing
about in recent months, and that is to inform the wider public that their
governments and their fiat currencies are now in a state of hyperinflation.
It is not a development on the far horizon as many might think; it is
already here.

What is hyperinflation?

To understand why hyperinflation is already with us is to know what
constitutes hyperinflation. It is not rising prices, or a condition that
exists when prices increase above a predetermined rate: rising prices are
the consequence of both inflation and hyperinflation. As Milton Friedman
put it, inflation is always and everywhere a monetary phenomenon, though he
spoiled it by continuing, “…in the sense it is and can be produced only by
a more rapid increase in the quantity of money than in output.”[i]
<https://www.goldmoney.com/research/goldmoney-insights/hyperinflation-is-here#_edn1>
He
was wrong on that last bit, conflating the price effect with the increase
in the quantity of money. When even so-called monetarists are imprecise
about inflation, let alone hyperinflation, it is hardly surprising public
confusion is widespread.

There can only be one definition of hyperinflation, and that is the one
headlined above, which you won’t find in any textbook. There is even no
definition of it in von Mises’s Human Action, only of inflation, and that
is more a description than a definition. And since it is a relatively
recent phenomenon of unbacked fiat currencies, hyperinflation was never
defined separately from inflation by classical economists. The difference
between inflation and hyperinflation cannot be distinguished by degree
either.

Have a look at US M1, the quantity of narrow money in the American economy,
shown in Figure 1.

[image: Graphic 25]

The progression of annualised monetary inflation from under 6% before the
Lehman crisis, to 9.6% subsequently until March this year, and 65% in the
thirty weeks since is clear from the chart. If the monetary authorities
have the knowledge, the mandate, the authority, the ability and the desire
to stop inflating the currency, we would not describe it as hyperinflation,
instead deeming it to be no more than a brief period of exceptional
inflation before a return to sound money policies.

*Click on the link for the rest.*
---

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