Gordon Brown today was delivering an impressive speech arguing that this is 
the worst of all possible times to forget the poor of the world. While that 
is true, his staff were also briefing reporters that maybe the best way to 
deal with the rising unemployment is to employ Keynesian deficit financing - 
that is better than cutting taxes to stimulate the economy because people 
will just save them.

So it would help very much politically if massive UK deficit financing was 
disguised in a global plan for massive deficit financing. What fairer one 
than one which looks after the worlds poor? (and perhaps the environment at 
the same time?)



But a few problems and doubts are emerging about the brilliant global 
success of UK social democratic policy.

We have been told repeatedly that the problem was the inter-bank lending 
rate was so high. That was one of the main reasons to improve their capital 
reserves to lending ratio. But it remains high. Why it is important for 
banks to lend each other money, when according to this theory the important 
thing is that they should lend money to worthy small businesses, is not 
clear to some of us.

But perhaps there has been an assumption that what is a symptom is in fact a 
cause.

My marxist reading is a bit rusty. I remember the passage about how the hart 
does not thirst more for water than the capitalist for money in times of 
recession.

But is there any way to explain what is really going on without turning to 
some sort of theory of the labour theory of value - implying that the 
process is a zero sum game, however elastic at times the units are to 
express it - that if capital has accumulated such a proportion of surplus 
value out of a system, that it cannot maintain its previous rate of profit, 
and it is not possible to open up new markets like selling mortgages to poor 
people because the actual total amount of purchasing power of the masses is 
finally limiting no matter how creative personal credit instruments will 
be - then capital, real capital, has to be destroyed in order for the 
remaining capital to resume its accumulation of profit at the appropriate 
rate.

And when the main agenda is destroying old capital, why should even a 1% 
reduction in the interbank lending rate, convince a capitalist with cash to 
invest that he or she can be certain they have found the right place to 
invest it?

So there is a frustrated argument going on in England now about how 
ungrateful the banks are not to be lending money to each other after all the 
money they have been given, and frustration that civil servants would not be 
able to look over the shoulder of a every lending decision and take it for 
the banker, even if they wanted to.

But if they are not careful they will get lost in this tangle, and become 
rapidly totally discredited.

Chris Burford

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