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The Almighty Buck United States

Coronavirus: Worst Economic Crisis Since 1930s Depression, IMF Says (bbc.com) 277

An anonymous reader quotes a report from the BBC: The coronavirus pandemic will turn global economic growth "sharply negative" this year, the head of the International Monetary Fund (IMF) has warned. Kristalina Georgieva said the world faced the worst economic crisis since the Great Depression of the 1930s. She forecast that 2021 would only see a partial recovery. Ms Georgieva, the IMF's managing director, made her bleak assessment in remarks ahead of next week's IMF and World Bank Spring Meetings. Emerging markets and developing countries would be the hardest hit, she said, requiring hundreds of billions of dollars in foreign aid. "Just three months ago, we expected positive per capita income growth in over 160 of our member countries in 2020," she said. "Today, that number has been turned on its head: we now project that over 170 countries will experience negative per capita income growth this year." She added: "In fact, we anticipate the worst economic fallout since the Great Depression."

Ms Georgieva said that if the pandemic eased in the second half of 2020, the IMF expected to see a partial recovery next year. But she cautioned that the situation could also worsen. "I stress there is tremendous uncertainty about the outlook. It could get worse depending on many variable factors, including the duration of the pandemic," she said.

Ms Georgieva's comments came as the U.S. reported t hat the number of Americans seeking unemployment benefits had surged for the third week by 6.6 million, bringing the total over that period to more than 16 million Americans. "If you compare those claims to the 151 million people on payrolls in the last monthly employment report, that means the U.S. has lost 10% of the workforce in three weeks," reports NBC News.

The U.S. Federal Reserve said Thursday it will invest up to $2.3 trillion in loans to aid small and mid-sized businesses and state and local governments as well as fund the purchases of some types of high-yield bonds, collateralized loan obligations and commercial mortgage-backed securities. "The money comes on top of the massive stimulus that the Fed had already announced and it thrusts the institution into the sort of speculative lending activities it had shunned in the past -- underscoring the risks that Chairman Jerome Powell is willing to take to shore up the economy," adds Bloomberg.
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Coronavirus: Worst Economic Crisis Since 1930s Depression, IMF Says

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  • counterpoint (Score:3, Insightful)

    by phantomfive ( 622387 ) on Thursday April 09, 2020 @10:36PM (#59927086) Journal
    Goldman Sachs analysts expect the turnaround to be sharp and quick. And it seems that China and Korea are already doing well by wearing masks and doing extensive testing, so the rest of the world should be fine too.
    • by AmiMoJo ( 196126 )

      It depends what governments do. If your government is willing to put in the cash to keep people afloat so they don't default on loans or get made homeless or lose their job/healthcare, and if they are willing to prop up businesses that are normally viable but can't survive this blip then your country can recover fast.

      Unfortunately the UK's current Tory government has a history of using stuff like this as an excuse to trash the economy and public services so we are probably in for another decade of poverty a

      • I wonder if there are any serious studies of central bank money printing during a crisis like this, tied to the idea that it might not even be inflationary to do so.

        It's not like it's creating demand-pull inflation or trying to patch over an economy that's broken for other fundamental reasons. In fact, significant parts of the economy are still functioning.

        It feels like some big chunk of the economy could be propped up for six months this way, which when combined with extended social distancing, would cut

    • by MrL0G1C ( 867445 )

      Do they? I think that's highly unlikely when many high street shops will have gone bust and millions of people have been made unemployed. All those unemployed people will have less money to spend = a bit ongoing knock to the economy.

      Explain how I am wrong.

    • What Goldman Sachs analysts say and what they actually expect are not necessarily the same thing. Of course they say that they expect quick recovery, the market works not on reality but on expectations. If people expect continuing failure the market will continue to fall and their own investments will continue to lose value. They're attempting to manipulate the market.

      A lot of businesses have closed. Those jobs have been lost. It will take time for the interlocking web of dependencies to be restored, and ma

    • Counter-counterpoint - Goldman Sachs needed a bailout in the last recession. I don't know that they can predict a whole hell of a lot here.
    • I work as a truck driver here in the UK for a trade supplier of building materials. Employer shut up shop here in the UK when the government announced the lockdown. A week later they figured out they could operate click and collect at the stores where you order online, are given a collection time slot, you turn up, they load you and off you go. No cash taken because it's all on customer billing account. We were sent out doing deliveries mid-week, some of the stores that are doing the click and collect are r
  • by RyanFenton ( 230700 ) on Thursday April 09, 2020 @11:06PM (#59927154)

    Money isn't lost forever for not performing some kinds of trades at the same rate.

    The same money still exists - it just hasn't generated taxes or paid rents at quite the same level.

    The same for the stock market - values went down during uncertainty, but then they went back up - because folks don't really have any better place for that same money in the end.

    The trillions given away were a cost to government budgets- and there's definitely millions who dipped into savings or worse - but this is nowhere near the impact of the great depression, percentage wise.

    The only way you get that is by refusing to account for inflation, or pretending that every deferred bit of spending is somehow money that doensn't still exist in the economy.

    The better description for this time is 'hibernation' - that is, trades not going on, and some resources spend just passing time - but most folks are hunkered down to prevent loss.

    Compared to the alternative, where far more people die, while even greater resources are fully lost in even worse forms of chaos - it's not great, but compared to other pandemics, we're coming out reasonably in most nations other than the USA.

    The US response has been pitiful - but that's kind of to be expected.

    What would be worse though, is if we decide to stop working to minimize the damage, and give up on even minimal public health concerns as we think we're approaching the peak of the disease. THEN it could approach great depression levels of true economic loss.

    Ryan Fenton

    • by joe_frisch ( 1366229 ) on Friday April 10, 2020 @12:12AM (#59927302)

      Capital isn't destroyed (at least not much), but there is a real loss in productivity. People pay money (interest) to have used of capital (factories, airplanes etc). and when those things sit idle, that value really is lost.

      I"m not saying that we should trade lives for money, I'm in favor of the shutdown, but it does have a real and very large cost

    • by subreality ( 157447 ) on Friday April 10, 2020 @12:21AM (#59927316)

      Money isn't useful when it's sitting still. The whole idea of an economy is to create things or provide services.

      Look at it from the production side. If nobody is producing food, it doesn't do you any good that the money still exists. You need someone to sell you food! The money isn't useful until it moves.

      Scale that thought way, way up. If everyone stops producing everything, there will be less stuff and services. Maybe we don't need as much stuff as we have now and we can weather a drop in production for a while, but that still hurts us: we'll end up paying more to have less. Most industries can't just make up for several months of lost production.

      I believe the lost productivity is justified in this case. It's something we have to do, to prevent a much worse cost to our society. But the economic cost is still something we have to pay attention to.

    • by nebosuke ( 1012041 ) on Friday April 10, 2020 @01:38AM (#59927430)

      That is not correct. Capital and economic value is being destroyed constantly, and therefore money is being lost if we're not generating economic value at at least replacement rate.

      People are burning otherwise potentially productive days/weeks/months of their all-to finite lives doing nothing productive. Other, less fortunate people are outright dying earlier than they otherwise would have for various reasons (not just the virus itself, but also to otherwise-treatable medical issues that overwhelmed healthcare systems cannot now address).

      Productive capacity is being lost. An empty seat on an airplane, or a flight not made at all, are examples of economic value that is lost forever. The same is largely true for services not rendered. Other things like a lost season of college basketball represent value irrevocably lost as well.

      Manufacturing facilities that otherwise run at output capacity lose whatever production capacity they had for the duration they're shut down--this is especially true in industries where technological obsolescence is rapid. Each day the California Tesla plant is down represents a number of cars that will now never be made.

      All of the above represents money being destroyed/consumed without the typical value/money-creating activities creating replacement/replacement+ value. The examples above are not just theoretical thought exercises--actual hard currency is effectively destroyed in all of the above processes. Central banks can paper over the problem by issuing more currency, but the more they do that without a commensurate increase in real value in the economy represents a devaluation of all of the currency in circulation.

      All of the above is not meant to discount the need to take dramatic steps to deal with the pandemic, and I'm not trying to argue that the steps being taken are not worth it (or that they are necessarily sufficient). As you note, letting the virus run rampant results in an entirely different sequence of destruction. Really, a global pandemic is like the economic equivalent of a hot nuclear war and subsequent nuclear winter. The choice for society and policymakers is which tradeoffs you want to make while dealing the situation.

      • The only resource we don't lack in this economy is manpower, so people dying and hence becoming unproductive is no big deal for the economy. Since it's mostly poor people dying it's also no big deal that we lose them as consumers since without money they couldn't consume much anyway.

        On the plus side, this is a disease that mostly affects old people, and with the boomers croaking younger people will have money and they are more likely to spend it, if only to cover debts so they can use their credit cards aga

    • The same money still exists - it just hasn't generated taxes or paid rents at quite the same level.

      The economy is not a tally of money which exists. It's a tally of trade and productivity. The same money can still exist while people are unemployed and while manufacturing stops, that doesn't mean that those latter two aren't BAD.

      There's a reason we count GDP and not money.

  • I would like to see the correlation data as a percentage of the population from back then to now.

    because the more I look, the more it reminds me of 1972-1974 and the early 80's

    I can see it taking a little while to recover, and I can see the beating and the creation
    of a new rust belt of sorts. If the internet was good for anything, it was perfect to remove all
    the spreads and increase across the board all efficiencies it could find. Which is Darwinism
    at it's ultimate best.

    so 2 years of real steady recovery is

  • by joe_frisch ( 1366229 ) on Friday April 10, 2020 @12:09AM (#59927284)

    The great depression wasn't really triggered by some externally caused drop in productivity, it was at its core a failure of the banking and financial systems.

    This problem is in a sense more *real*. Many millions of people are actually not working because they can't. 90% of the world's students are not being educated. This is more like the destructive effects of a large war, but without the economic benefits increasing productive capability that often happens in wars.

    This is also likely to get a lot worse before it gets better. We are no where near herd immunity (which would require around 50% of people to be infected), so until there is a vaccine or effective treatment (could be over a year off) if areas try to return to normal, the virus is very likely to grow rapidly and force another shutdown within a month.

    We can accept the losses - but they will be huge - something like a 7% hospitalization and 0.5-2% death of the entire population. (Millions of deaths in the US). There seem to be many cases of long term damage as well.

    Its possible to lock down hard and then track, but so far only China and S. Korea have managed that (if you believe the China numbers - but they are probably not far from right). The rest of the world has only slowed or slightly decreased the virus, and doesn't yet have the testing / tracking needed.

    We could be in this state for another 6 months or even more, and the economic cost will be horrifying. Or we can give up and start digging mass graves, and hope that when the dying starts for real, the panic doesn't bring everything down in ruins.

    We need a plan and leadership. Things are not completely hopeless, but without a carefully planned effort, things may get extremely grim

    • by mlw4428 ( 1029576 ) on Friday April 10, 2020 @08:12AM (#59928124)
      The current conservative led leadership throughout many parts of the world isn't able/capable of handling these types of events. Disease doesn't fall into business models and it's really hard to justify bankrupting people to pay for their own medical care when getting the virus may literally not be their (or anyone's) fault AND a LOT of people will likely get it. And as things get worse those American hospitals who tended to only look at capitalistic "efficiency" are totally and unethically unprepared for a pandemic we knew would hit. Our healthcare workers are being forced to work without protections (it's like sending modern day soldiers to battle with no rifle, ammo, boots, or helmet into a major battle) and many of them will be at VERY high risk to get this and bring it home to their loved ones.

      America is in dire straights and not only does our leadership need to guide us through this, but they need to acknowledge that we, as a nation and as a world, need to change. Capitalism has failed us in this pandemic and I shudder to think what a Libertarian circle-jerk capitalist system would have looked like (seriously dangerous price gouging no doubt). We need to have lots of little conversations now, but a much larger one about the role of Conservative economic ideology and the massive economic gap. The countries that are handling this well have socialized medicine, strong centralized government, and they provide for their people and their people do not have a "ME ME ME ME ME" attitude. The ones doing poorly have for-profit healthcare, "durr states rights" and if you're not rich you're fucked.
  • At least in the US, there is indications that 1% increase in unemployment results in 37,000 more deaths [worldlifeexpectancy.com]. It is quite conceivable that the economic destruction caused by all the forced lock-downs will kill more people that if we had been a bit more sensible about the enforced quarantines. Throwing good lives after bad, so to speak...
    • Oh fucking bullshit. Where do you people get this nonsense? They did a study on 2008 recession and found about 5000 extra suicides in the US, a modest percentage increase.
  • by istartedi ( 132515 ) on Friday April 10, 2020 @02:31AM (#59927520) Journal

    IMHO, we're in a situation more like Japan has been experiencing--an economy that wants to deflate, with a central bank fighting the deflation while the debt to GDP ratio steadily climbs. If this is true, then we can look towards Japan as an approximate model for our own economic future. A lot of people think it has to end with the central bank finally defeating deflation with a dramatic overshoot into inflation or perhaps even hyperinflation. Japan has been in this situation for about 30 years, with no sign of inflation yet. A lot of goldbugs have dramatically underperformed in their portfolios, waiting for hyperinflation, which is why they tend to be perpetually pissed off--but they may get to say "I told you so" on their deathbeds some day.

  • Or something like that? If nothing is really broken and we're all just taking a break because 'Pandemic' I don't see how this has to take massive effect beyond the timespan it happens in. The one effect I *do* see happening is that people here in Germany finally realise how 'important for the system' nurses are. And yes, VW and others lose a few billion in market cap. Boo-hoo. The only thing we need to do is buy stocks so foreign holdings don't buy and fleece those corporations.

    Other than that I easyly see a massive rise in economic activity once this pandemic is officially over.

    My 2 eurocents.

  • I am quite frankly done with listending to any three-letter-institutions...

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