Richebacher's bleak scenario

Brad De Long delong at econ.Berkeley.EDU
Tue Nov 2 10:49:57 PST 1999



>
>
>On the other hand, real Mexican wages in 1998 were 30% below 1994
>levels. I would
>argue that in a country with brutal inequalities and a vast rentier class this
>statistic is far more relevant than GDP growth, but I am open to
>arguments to the
>contrary.

True. Any positive long-run assessment of Mexican development will have to hinge on rising real wage levels--and a reduction in brutal inequalities. On the other hand, in the absence of the peso support package it is hard to see how real wages in Mexico could have wound up higher than they are today, and easier to see how they could have been a lot lower...


>
>In any case, whether or not Mexican economic growth would resume
>could not have
>been known at the time the US taxpayer was forced to assume Mexico's creditors
>risks against the explicit will of its elected representatives. Do
>you have any
>other evidence that the goal was to help Mexico and not its creditors?
>

Well, my notes say that at the Treasury Department weekly senior staff meeting just after Mexico first devalued, then Undersecretary of the Treasury for International Affairs Lawrence Summers said that three principles should guide U.S. economic policy toward Mexico during this potential crisis:

--that (aside from greater San Diego and other border regions)

a Mexican financial crisis was a small event for the U.S.

economy, and that no one should argue or accept arguments

that any course of action was critical for the short-term

health of the U.S. economy.

--that any steps that could be taken to reduce the magnitude or

the duration of the crisis should be taken in order to

reduce the Mexican economic suffering caused by the crisis.

--that to flinty-eyed realists unconcerned with global prosperity

and growth, we should say that the U.S. could not be

secure without a rich, democratic, prosperous southern

neighbor--and thus that national security required that

the U.S. do whatever it could to rapidly return the

Mexican economy to growth.

Of course, that's just one Undersecretary's view... :-)

Brad DeLong



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