[Congressional Record Volume 156, Number 13 (Friday, January 29, 2010)]
[Senate]
[Pages S359-S362]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
DEFICIT REDUCTION
Mr. SESSIONS. Mr. President, a number of things of importance have
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happened with regard to our financial condition over a period of years.
Actually, this week the President, in his State of the Union Address,
made some reference to the seriousness of our financial condition. I
think his comments were far too weak, and he insufficiently advised the
American people of how serious our condition is.
Yesterday, in the Budget Committee, Mr. Elmendorf, who is the CBO
Director selected by our Democratic majority in the Congress and whom I
think tries his best to do the right thing day after day and give us
the right numbers to make our plans upon, told us a lot of things that
were very troubling. He was just repeating that the dire predictions
and dire assessments they have made previously, which are, if anything,
on track and getting worse. They haven't misjudged the numbers and how
bad our debt is increasing, but, in fact, if anything, they may have
underestimated them.
I will just quote one thing in his statement to us yesterday. He
talked about analyzing the American debt or how much money we owe as a
percentage of the size of our economy--as a percentage of GDP, gross
domestic product. That is one way economists like to look at it. He
pointed out that the numbers might look a little better, but there are
a number of things that are on the table that are likely to occur. I
think he is exactly correct about that; if those things occur then the
situation realistically is even worse. He analyzed if the tax cuts were
made permanent and if the alternative minimum tax is indexed for
inflation. The President proposed to make some of the tax cuts
permanent, and Members of Congress are reluctant to see taxes increase
substantially, which will occur if the tax cuts aren't extended but are
allowed to expire. Each year we address the alternative minimum tax
because it is falling ferociously on middle-income Americans, and
disproportionately on families with children. Every year, we indexed it
and fixed it so it doesn't impact so many people, but for 1 year only.
But when the CBO tries to predict the budget deficit, they have been
assuming that the AMT would go back to its high rate, and we would have
more income coming in because we are taking these increased taxes from
American families.
However, instead of fixing it permanently, which would score a loss
of revenue over 10 years, we only fix it 1 year, and the CBO has to
assume based on what the law is that it would not be fixed again and
that these taxes will be imposed on Middle America and we will have
more revenue and make the budget numbers look better. But I don't think
we are going to not fix AMT. Frankly, we may not be able to 100 percent
fix it, in my view, but that is what the votes have been each year, to
fix it 100 percent.
He notes that if annual appropriations keep up with the increasing
gross domestic product, as they have over the last 20 years, which is
about where increases in spending has fallen, the deficit in 2020 would
be historically large as a percentage of GDP, and the annual deficit
would be large as a percentage of GDP. Then he said:
The debt held by the public would equal nearly 100 percent
of GDP. This is a level of debt that most economists say has
the ability to create instability and a lack of confidence in
the United States Government and it would have adverse
economic ramifications throughout our economy. In other
words, once the Nation reaches this high of a level of debt,
we have a very serious problem, and it is very difficult to
extract yourself from the cliff with those kinds of huge
deficits.
I think the President should have talked about that in real detail.
He did say on the discretionary accounts, which amount to about 18
percent of our budget, he would like to have a freeze, and he made some
exceptions and said that freeze wouldn't be this year, though. Instead,
it would be next year because that is the way things work, and I wish
to talk about that for a minute. I think our Congress needs to be more
serious about it, and the President needs to be more serious about it.
Senator McCaskill, my Democratic colleague, and I offered an
amendment yesterday that was voted on, and I think 17 Democrats joined
with all but one Republican to vote for it, and it would have helped.
It would have said the budget we passed--which I will explain to my
colleagues how we violate it--the budget we passed that allows the 1
percent to 2 percent increase in discretionary spending accounts would
be enforced. In other words, there would be a cap on our spending. So
we put in this amendment that we offered the actual dollar amounts in
the budget we passed last year--or basically the Democrats passed last
year--and we wouldn't go above that. It would take a two-thirds vote to
go above those top line numbers. That would work. This was done in 1990
and in 1997. They had statutory caps, not just budget caps, and those
statutory caps led to a consistent reduction in annual deficits to the
point that by the late 1990s we were in surplus for 4 years from 1998
through 2001. We had surpluses for the first time in decades. Then we
allowed the statutory caps to expire and we got back on this spending
track that has put us in this deficit situation that exceeds anything
we have ever done before in the history of the American Republic;
nothing close to it, except World War II.
But when the war ended, we promptly got back on the right track and
brought the economy back into sound shape. I don't see us heading in
that direction. It is going to take bold leadership.
We received 56 votes to put these statutory caps in, but it took 60,
so it is not the law. I am disappointed about that. If you want to know
the truth, I think the leadership in the Senate didn't mind how many
voted for it, as long as it wasn't 60, because it crimps their style.
The President, during his State of the Union Address, made some
confusing statements about his commitment and the depth of it to
dealing with the problem. He gave some lipservice to the freeze, which
I think I am going to support, and I will back him on that all I can. I
hope he can do that. However, there were other things that were
contrary to a freeze. For example, he said we were going to take money
from the Wall Street bailout, the TARP money as we call it, and he
said:
I am proposing that we take $30 billion of the money Wall
Street banks have repaid and use it to help community banks
give small businesses the credit they need.
Well, that sounds OK, except that is $30 billion more. Well, we took
it from the TARP money that they paid back, so that doesn't count. That
doesn't count? It does count.
At the budget hearing yesterday, Senator Gregg, the ranking
Republican and former chairman of the Budget Committee, who is an
expert on this and very respected, asked this question of Mr.
Elmendorf.
The budget Chairman:
There has been a lot of talk about the fact that the TARP
money is available to spend somewhere else. First, the law
doesn't allow that.
Parenthetically, I would note that Senator Gregg put in the language.
He foresaw that when the banks paid back the money they were given as
part of this financial bailout, it shouldn't be used as a slush fund to
spend. He wrote it in there. So he said:
First, the law doesn't allow that. It is supposed to reduce
the debt. But I want to clarify the fact that there is no
TARP money. All of this money has to be borrowed, right?
Every cent of the TARP money is borrowed from China or
somebody else, right?
Mr. Elmendorf answered:
There is just one pool of government money and everything
else is sort of accounting treatments to keep track of
various purposes. But, yes, if more is spent through the
TARP, that is just more that's spent and more that's
borrowed, and more that goes to the Federal debt.
So there is no free money in the TARP repayments. We borrowed the
money, every penny of it, to give to those banks. When they pay it
back, we have a debt to pay down.
That is what we were supposed to do. That is what Senator Gregg put
in the bill. Now they claim they have some free money paid back by the
banks, and we can just spend it. That is what the President said, and
it is not accurate. That is wrong, and it doesn't prove to me that he
understands he has to fight every day over every billion dollars to
contain the natural tendency of this body to spend.
Mr. President, I point out that even though the President talked
about a freeze, he talked about $30 billion for banks, not big banks,
but this free money he apparently suggests has now appeared as a result
of the repayment of the loans they got in the financial bailout. Some
of the banks didn't even
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want the loans. They forced them to take it, basically. Some have been
told they should not pay it back. They don't want them to pay it back,
when the banks are ready to pay it back. At any rate, some of that is
paid back. We borrowed the money to give it to them. When it is paid
back, it is not extra, free money. We always assumed that most of this
money would eventually be paid back.
I point out as to how big a need it is to spend $30 billion out of
this money for community banks instead of big banks, to give small
businesses credit. Well, what did the community banks say? They don't
want the TARP.
According to the Christian Science Monitor yesterday, the headline
is: ``Community Bankers to Obama on TARP: Thanks, But No Thanks.''
Community bankers say they have plenty of money now. That isn't the
problem with loaning money. It says:
``The whole TARP program is perceived as a misadventure by
the public,'' says Dennis Jacobe, chief economist for Gallup,
Inc. in Washington. ``I think it is greatly disliked.''
Now we are getting the money back from the big banks, and now the
other bankers said they don't need it. Also, as we talk about money,
the President is proposing a second stimulus package. The first one
passed was scored at $787 billion, the largest expenditure in the
history of the American Republic--a breathtaking amount of money, so
large that most people have not been able, in any realistic way, to
apprehend how large it is. I just point out that the State of Alabama,
one-fiftieth of the Nation, an average-size State with over 4 million
people--our budget, the general fund, is about $2 billion.
Senator Warner was Governor of Virginia and did a fabulous job and
was well respected for his work. I am sure they didn't have a $100
billion budget. I don't know what it was, but it is a lot less than
that.
We spent over $700 billion on one vote on one day, out the door, and
every penny of it was borrowed because we were already in debt. So if
you spend more money, you have to borrow it. However, now it is not
$787 billion. Based on some of the entitlement language we put into the
bill, it is now at $862 billion. Some people said they would not vote
for a bill over $800 billion, so they got it under. In truth,
surreptitiously, they put in guaranteed benefits for certain programs,
and those have now claimed the money, and it is over $800 billion. I
think it is $862 billion. That is a pretty big overrun--$75 billion.
Just like that. We didn't vote on it really.
Now we have stimulus II. This is what the President said:
Now the House has passed a jobs bill that includes some of
these steps [referring to clean energy and high-speed rail].
As the first order of business this year, I urge the Senate
to do the same. . . .
I thought we had a freeze on spending. Let me tell you what the
House's so-called jobs bill does. It costs $150 billion. Spending.
Another $150 billion in spending, with $28 billion for highways, and
about $2.5 billion for railroads, and $2 billion for clean energy.
Well, if I recall, we were told that the $787 billion stimulus bill
was designed for what primary purpose? Jobs and to rebuild our
crumbling infrastructure. They talked about roads and bridges that have
fallen in and interstates getting old and needing all this work. Do you
remember that? That is how the bill was sold by this administration. I
don't want to be just partisan carping, but that is what they told us.
Amazingly, less than 4 percent of the stimulus bill that we passed--
the $787 billion package--went to highways and infrastructure, less
than 4 percent. I complained about that. I remember making speeches on
it because jobs are created when you build a highway. At least you have
something permanent that benefits the Nation--perhaps replacing a
bridge that you are going to have to replace anyway, and you get a
benefit for everybody from improving our infrastructure, although that
is not a philosophy that will always stand us in good stead. We were
trying to create jobs, and at least we should have focused on
infrastructure.
Now they are coming back with $150 billion more--$28 billion for
highways and $2.5 billion for railroads. That is not good management of
money. That is not good spending.
The President went on to say this:
According to the Congressional Budget Office, the
independent organization that both parties have cited as the
official scorekeeper for Congress, our approach would bring
down the deficit by as much as $1 trillion over the next two
decades.
He is talking about the health care bill that did not pass. He said
it would bring down the deficit by as much as $1 trillion. That is not
accurate. The CBO on December 19 of last year, trying to get out these
scores as fast as they could, said it would cut the deficit by roughly
$1 trillion. Then they revised it 1 day later. The official score was
that it would reduce the deficit about half that amount.
As I explained on the floor, that is a product of miscalculation--
deliberate miscalculation. Let me explain.
The way they get this score in the first 10 years, for example, is
they said it would create a surplus of $132 billion if we would pass
this health care bill. Isn't that great? You add 20 million people to
the rolls, give many of them subsidized health care, and you are going
to reduce the costs and you are going to save money. That is a pretty
good deal if you can get it. But, of course, you cannot get something
for nothing. Nothing comes from nothing.
What happened was, Medicare scored that if you cut Medicare benefits,
as the administration proposed, and you increase Medicare taxes, as
they proposed, you create extra money in Medicare and you extend the
life of Medicare. Medicare is going into bankruptcy, but this would
extend the life of it. That is an honest and correct score.
The Congressional Budget Office utilizes what it calls the unified
budget. They score the whole budget as to how it comes out. The amount
of money is increased to the government through Medicare, and they
score that as a gain. Since the health care bill would not take effect
or pay benefits until 4 or 5 years later--although the taxes increase
now--then over 10 years, it would create a surplus of $132 billion.
Sound good? But I read the small print of the CBO letter and the small
print of the Medicare letter.
The Medicare Chief Actuary told us that if you raise taxes and you
cut spending in Medicare, it will extend the life of Medicare. But he
had a parenthetical line in there. He said: Of course, you cannot
simultaneously use the Medicare savings to fund a new program and claim
it does both. You would be spending the money twice. How logical is
that? But that is what they did. He used this phrase: ``Although the
conventions of accounting might suggest.'' What he is saying is,
Medicare scores the money. They scored it accurately. Mr. Elmendorf and
CBO score it as a unified budget. They said you have more money for
Medicare and spending in the first 10 years of the health care plan--it
is less than that--so you have a net surplus, right? Looks good. Sounds
good. But that is not so because there is a bond, a debt instrument
from the U.S. Treasury back to the Medicare Trust Fund. As soon as
Medicare starts going into deficit again, they are going to cash in
those bonds and the government is going to have to then borrow the
money on the open market.
According to the CBO, it would not increase the deficit but it would
increase the debt of America. When we raised the debt limit yesterday--
and my colleagues voted to do so--the internal debt between the
Treasury and Medicare, counts as part of the Nation's debt. It is an
internal debt. It is not scored the same way. But sooner or later, when
Social Security and Medicare start cashing in and claiming their money,
the U.S. Treasury has to do something. What they are going to do and
what they have been doing is convert those debt instruments and go out
and sell bonds in the marketplace. Whatever the interest rate, they
have to pay to China, individuals in the United States, and others who
buy those Treasury bills. We are selling so many of them it is no doubt
going to drive up the interest rate.
These numbers are not real. My concern and my criticism of the
President's address is not that he said we ought to have a freeze. I
salute that, and I will support that. But he did not indicate the
severity of the crisis we are in.
Two years ago, President Bush's last year, he had a $460 billion
deficit which I think at that time was the highest deficit since World
War II. It spiked up
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as a result of increased spending and the recession we are in. Last
year, the debt was $1.4 trillion, 1,400 billion dollars, three times
what it was. And this year the projected deficit is going to be almost
the same, according to Mr. Elmendorf's report.
It continues this way, unfortunately, throughout the decade and will
average, based on the planned expenditures and revenues as set forth by
the Obama administration's budget, almost $1 trillion a year in
deficits. This is why experts are repeatedly telling us it is
unsustainable. We will be maintaining deficits twice as large as
anything we have ever seen for the next decade.
Let me show what it means in one area that I think all of us can
understand. When you borrow money, you pay interest on it. Each year,
the interest we pay on the debt is one of the biggest line items in the
whole budget. If the debt goes up from $5.7 trillion in 2008 to $17
trillion in 2019, which is what they project will happen, the interest
rate is going to go up. It will go up even more than that. It will go
up more. Interest rates are extraordinarily low as a result of the
economic slowdown. They are going to go up, and they are going to hit
us in the book.
Here is what CBO says will happen. In 2009, we paid $200 billion in
interest on the debt. In 2019, they project we will pay $799 billion.
They project an increase in rates and an increase in debt--a tripling
of debt and an increase in interest rates--which leads to four times as
much interest being paid over that period of time. Frankly, it does not
include some other factors in there also.
I have to say to my colleagues, I am sorry we did not pass the
statutory cap we offered this week. But I was encouraged by so many of
our Democratic colleagues who saw fit to support it. I think it is
indicating there is a recognition in this body that we are going to
have to do some tough things. We cannot keep spending like this. There
is always some excuse for it. We cannot continue it.
Think about this. The Federal Highway Program a few years ago, before
we had the stimulus package, was about $40 billion a year. Federal aid
to education is about $40 billion a year. Other programs are in that
range. It gives you a picture of what kind of dollars we are talking
about. But if you add $600 billion in increased interest payments over
this next decade, in 1 year $600 billion more, this is going to crowd
out spending for all kinds of programs that we wish to fund.
We are going to be in a dilemma. How much more can we borrow--100
percent of GDP? More?--without destabilizing our currency or cutting
spending? And it is going to crowd out spending on items we need to be
spending money on. It is going to be crowded out by the interest
payment which will exceed all expenditures in the budget, well above
the defense budget even, the largest expenditure.
This is a stunning path we are on. Mr. Elmendorf reconfirmed it
yesterday in his testimony before the Budget Committee. I am worried
about it. The American people are worried about it. I don't think they
know it is as bad as it is, but they know it is not good. They know
there is no free lunch. They know nothing comes from nothing, and that
we have to pay for what we do around here. We cannot continue to
borrow, borrow, borrow, stimulate today and maybe 1 day in the future
we will get around to paying it.
I offer to you, in 2019, there is no plan to pay down a dime of the
debt. It is just to pay the interest on the debt. In 2019, we will add
$1 trillion more to the debt of America. It is going up almost $1
trillion a year, and these are outyears, according to CBO analysis.
Nothing is perfect that far out. It could be better; it could be worse.
They are not projecting a recession in the outyears; they are
projecting steady economic growth. It could be worse.
We have to do better. This is not a matter that is going away. The
American people instinctively have it right. They are telling us in
rallies and tea parties: You guys have to do better. You are being
irresponsible. I think they are fundamentally correct. They have every
right to be upset with us. We can do better. We must do better. And I
hope we will.
Mr. President, I thank you for the opportunity to make these remarks.
It is something we are going to have to continue to work on. We cannot
continue this path. If we put our mind to it, we can fix this
situation. It is not a challenge beyond our capacity. But make no
mistake, financially I doubt we have ever been in a situation that
requires as much clarity and as much determination as is going to be
required over the next decade, and some painful decisions are going to
have to be made. They are going to have to be made.
That means containing spending and resisting the temptation to create
more and more new programs that inevitably cost more than they were
projected to when they started.
I thank the Chair, and I yield the floor.
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