[Congressional Record Volume 144, Number 64 (Tuesday, May 19, 1998)]
[House]
[Pages H3479-H3480]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
THE INDONESIA CRISIS
The SPEAKER pro tempore. Under a previous order of the House, the
gentleman from Texas (Mr. Paul) is recognized for 5 minutes.
background
Mr. PAUL. Mr. Speaker, the Soviet system, along with the Berlin Wall,
came crashing down in 1989, the same year the new, never-to-end, era
came to a screeching halt in Japan. The Japanese economic miracle of
the 1970's and the 1980's, with its ``guaranteed'' safeguards, turned
out to be a lot more vulnerable than any investor wanted to believe.
Today the Nikkei stock average is still down 60% from 1989, and the
Japanese banking system remains vulnerable to its debt burden, a
weakening domestic economy and a growing Southeast Asian crisis
spreading like a wild fire. That which started in 1989 in Japan--and
possibly was hinted at even in the 1987 stock market ``crash''--is now
sweeping the Asian markets. The possibility of what is happening in
Asia spreading next to Europe and then to America should not be
summarily dismissed.
economic fallacy
Belief that an artificial boom, brought about by Central Bank credit
creation, can last forever is equivalent to finding the philosopher's
stone. Wealth cannot be created out of thin air, and new money and
credit, although it can on the short-term give an illusion of wealth
creation, is destructive of wealth on the long run. This is what we are
witnessing in Indonesia--the long run--and it's a much more destructive
scenario than the currently collapsing financial system in Japan. All
monetary inflation, something all countries of the world are now
participating in, must by their very nature lead to an economic slump.
The crisis in Indonesia is the predictable consequence of decades of
monetary inflation. Timing, severity, and duration of the correction,
is unpredictable. These depend on political perceptions, realities,
subsequent economic policies, and the citizen's subjective reaction to
the ongoing events. The issue of trust in the future and concerns for
personal liberties greatly influences the outcome. Even a false trust,
or an ill-founded sense of security from an authoritarian leader, can
alter the immediate consequences of the economic corrections, but it
cannot prevent the inevitable contraction of wealth as is occurring
slowly in the more peaceful Japan and rapidly and violently in
Indonesia.
The illusion of prosperity created by inflation, and artificially
high currency values, encourage over-expansion, excessive borrowing and
delusions that prosperity will last forever. This attitude was
certainly present in Indonesia prior to the onset of the economic
crisis in mid 1997. Even military spending by the Indonesian government
was enjoying hefty increases during the 1990's. All that has quickly
ended as the country now struggles for survival.
But what we cannot lose sight of is that the Indonesia economic
bubble was caused by a flawed monetary policy which led to all the
other problems. Monetary inflation is the mother of all crony
``capitalism.''
characteristics of the correction
One important characteristic of an economic correction, after a
period of inflation (credit expansion) is its unpredictable nature
because subjective reactions of all individuals concerned influence
both political and economic events. Therefore, it's virtually
impossible to predict when and how the bubble will burst. It's duration
likewise is not scientifically ascertainable.
A correction can be either deflationary or inflationary or have
characteristics of both. Today, in Indonesia, the financial instruments
and real estate are deflating in price, while consumer prices are
escalating at the most rapid rate in 30 years due to the depreciation
of the rupiah. Indonesia is in the early stages of an inflationary
depression--a not unheard of result of sustained Central Bank
inflationary policy. Many believe price inflation only occurs with
rapid growth. This is not so.
Blame is misplaced. Rarely is the Central Bank and paper money
blamed--unless a currency value goes to zero. In Indonesia the most
vulnerable scapegoat has been the Chinese businessmen, now in threat of
their lives and fleeing the country.
A much more justifiable ``scapegoat'' is the IMF and the American
influence on the stringent reforms demanded in order to receive the $43
billion IMF bailout. IMF policy on aggravates and prolongs the agony
while helping the special interest rich at the expense of the poor. The
IMF involvement should not be a distraction from the fundamental cause
of the financial problem, monetary inflation, even if it did allow
three decades of sustained growth.
[[Page H3480]]
``Crony capitalism'' was not the cause of Indonesia's trouble.
Inflationism and political corruption allows crony capitalism to exist.
It would be better to call it economic interventionism for the benefit
of special interests--a mild form of fascism--than to abuse the free
market term of capitalism.
Any serious economic crisis eventually generates political turmoil,
especially if political dissent has been held in check by force for any
significant period of time. There should be no surprise to see the
blood in the streets of Jakarta--soon to spread and build. Political
events serve to aggravate and magnify the logical but subjectively
sensitive declining currency values and the faltering economy. The
snowballing effect makes the political crisis much more serious than
the economic crisis since it distracts from the sound reforms that
could restore economic growth. These circumstances, instead of leading
to more freedom, invite marshal law for the purpose of restoring
stability and the dangers that go with it.
Errors in economic thinking prompt demands from the masses for more
government programs to ``take care'' of the rapidly growing number of
poor. Demands for more socialism and price controls results whether
it's in education, medical care, unemployment benefits or whatever--all
programs that Indonesia cannot afford even if they tried to appease the
rioting populous.
solutions attempted
The IMF's $43 billion bailout promise has done nothing to quell the
panic in the streets of Jakarta. If anything, conditions have worsened
the Indonesians deeply resent the austere conditions demanded by the
IMF. Since the U.S. is the biggest contributor to the IMF and the world
financial and military cop, resentment toward the United States is
equal to that of the IMF. The Indonesian people know they won't be
helped by the bailout. They already see their jobs disappearing and
prices soaring. The political and economic future, just a few months
ago looking rosy, but it is now bleak beyond all description.
Indonesians know what the American taxpayers know; the IMF bailout
helps the rich lenders who for decades made millions but now want their
losses covered by weak victims. Is there any wonder resentment and rage
prevails in Indonesia?
The U.S. has just sent a military delegation to study and obviously
advise the Indonesian government regarding the law and order crisis now
in process. Our officials say that we're there to watch that the
Indonesian military do not abuse the rights of Indonesian citizens.
Even if true, and well motivated, where did this authority come from
for us to run to the scene of the crime--on the other side of the world
and pretend we have all the answers. Proper authority or not put aside,
the Indonesian people perceive even a few U.S. military advisors as a
further threat to them. The U.S. is seen as an extension of the IMF and
is expected to more likely side with the Indonesian military than with
the demonstrators. No government likes to see any dissolution of
government power even the questionable ones. It might encourage others
unhappy with their own government. And it is not like the U.S.
government is innocent and benign, considering our recent history at
Kent State, Waco, and Ruby Ridge and the hundreds of no-knock entries
made in error, causing loss of life, multiple injuries and destruction
of property. Let us make sure our own government acts responsibly in
all matters of law and order here at home before we pretend we can save
the world--a responsibility not achievable even if motivated with the
best of intentions.
Effort to prop up an ailing economy after the financial bubble has
been popped, prolongs the agony and increases the severity of the
correction. Japan's bubble burst in 1989 and there is not yet any sign
of the cleansing of the system of bad debt and mal-investment which is
necessary before sound growth will resume. And Indonesia is embarking
on the same predictable course. Restoration of free markets, and
establishing sound monetary policy has not yet been considered. The
people of Indonesia and the rest of the world should prepare for the
worst as this crisis spreads. For Congress, the most important thing is
to forget the notion that further taxing American workers to finance a
bail-out, that won't work, is the worst policy of all for us to pursue.
The Indonesian government had one idea worth considering under these
very difficult circumstances. They wanted to replace their central bank
with a currency board. It's not the gold standard, but it would have
been a wise choice under current conditions. But the United States and
the IMF insisted that in order to qualify for IMF funding this idea had
to be rejected outright and the new central bank for Indonesia had to
be patterned after the Federal Reserve with, I'm sure, ties to it for
directions from Greenspan and company. A currency board would allow a
close linkage of the rupiah to the dollar, its value controlled by
market forces, and would have prevented domestic Indonesia monetary
inflation--the principle cause of the economic bubble now collapsed.
The shortcoming of a currency board is that the Indonesian currency and
economy would be dependent on dollar stability which is far from
guaranteed.
refusal
In the approximately 8 months since the crisis hit Indonesia there
has been no serious look at the underlying cause--monetary inflation
brought about by a central bank. Nor has any serious thought gone into
the internationalization of credit as United States exports of billions
of dollars, and thus our own inflation, to most nations of the world
who hold these dollars in reserve and use them to further inflate their
own currencies. Our huge negative trade balance and foreign debt is not
considered by conventional wisdom to be relevant to the Asian currency
problems, yet undoubtedly it is. True reform to deal with the growing
worldwide crisis can only be accomplished by us first recognizing the
underlying economic errors that caused the current crisis.
The philosophy of the free market, holds a lot of answers, yet the
difference between free market capitalism and interventionist political
cronyism has not been considered by any of the world banking and
political leaders currently addressing the exploding Southeast Asian
crisis.
Concern for personal liberty is not a subject associated with the
crisis and is an ongoing casualty of past and current policy. A greater
concern for individual liberty will be required if a positive outcome
is to be expected from the fall-out of the Indonesian crisis. Let's
hope we can get our priorities straight. Congress has an obligation not
to worsen the crisis by capitulating to more bail-outs and to remain
vigilant enough to keep the administration from accomplishing the same
bail-out through Executive Orders outside the law.
message
What should the message be to the Congress and the American people
regarding this sudden and major change in the economic climate in
Indonesia? First and foremost is that since we operate with a fiat
currency, as do all the countries of the world, we are not immune from
a sudden and serious economic adjustment--at any time. Dollar strength
and our ability to spend dollars overseas, without penalty, will not
last forever. Confidence in the U.S. economy, and the dollar will one
day be challenged. The severity of the repercussion is not predictable
but it could be enormous. Our obligation, as Members of Congress, is to
protect the value of the dollar, not to deliberately destroy it, in an
attempt to prop up investors, foreign governments or foreign
currencies. That policy will only lead to a greater crisis for all
Americans.
As the Asian crisis spreads, I would expect Europe to feel the crunch
next. Unemployment is already at a 12% level in Germany and France. The
events can be made worse and accelerated by outside events like a
Middle Eastern crisis or a war between India and Pakistan both now
rattling their nuclear weapons. Eventually though, our system of
``crony capitalism'' and fiat money system will come under attack. Our
system of favoring industries is different than the family oriented
favoritism of Suharto, but none-the-less is built on a system of
corporate welfare that prompts constant lobbying of Congress and the
Administration for each corporation's special interests. We have little
to talk about as we preach austerity, balanced budgets and sound money
to the current victims. Our day will come when we will humble ourselves
before world opinion as our house of cards comes crashing down.
We will all know we are on the right track when the people and our
leaders are talking of restoring liberty to all equally, and
establishing a sound money system that prevents the Fed from
manufacturing money and credit out of thin air for the benefit of
politicians, corporations and bankers who directly benefit.
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