Slouching Towards Utopia?: The Economic History of the Twentieth Century


 

Part VI: Slouching Futureward



J. Bradford DeLong

University of California at Berkeley and NBER


XXIV. East Asia's Rise
XXV. The Soviet Union's Fall
XXVI. Slouching Futureward
Bibliography
Appendices


Slouching Towards Utopia?: The Economic History of the Twentieth Century


XXIV. East Asia's Rise


J. Bradford DeLong

University of California at Berkeley and NBER



August 1996




ß ß ß ß ß


Japan:

ß ß ß ß ß


Little Dragons:

ß ß ß ß ß


The Great Leap Forward and the Cultural Revolution:

ß ß ß ß ß


The Era of Deng Xiaoping:


Slouching Towards Utopia?: The Economic History of the Twentieth Century


XXV. The Soviet Union's Fall


J. Bradford DeLong

University of California at Berkeley and NBER



August 1996




ß ß ß ß ß


Sputnik:

ß ß ß ß ß


Fidel Castro:

ß ß ß ß ß


Leonid Brezhnev:

The person who saw this most clearly was the German classical liberal Max Weber. He saw that socialism would become nothing but a synonym for bureaucratic despotism. And:

This was written in 1917. Weber was right. From the perspective of 1990 there is little to add. One slogan of the turn of the century American labor movements was "one big union." The slogan of twentieth century socialism might as well have been "one big bureaucracy."

Weber did not note the corruption (and the related economic disruption and waste) that would come to dominate "socialist" economies, and Weber had no inkling of the periodic waves of mass terror required to preserve Communist Party power in the face of the enormous gap between the party's of_cial ideology and its actual practice. In fact, socialism turned out in the direction that but much worse than Weber had anticipated beforehand.

The principal reason that Marx feared market economies turned out to be false: they did not have a powerful inner dynamic leading to a polarization of the distribution of wealth. This had become clear by 1883, or at least by 1900, even though it had not been clear in 1848. The appropriate reaction to the fact that growing material wealth was trickling down should have been enthusiasm. Markets are powerful instrumentalities for controlling and guiding persons and organizations. They generate a rapid pace of innovation, provide for ef_cient recombinations of factors of production into new enterprises, and pressure large organizations toward effective ful_llment of their productive missions. To the extent that markets can be harnessed for the purpose of building Utopia, scarce public administrative capacities and competencies can be redirected to other uses. A society that can harness markets uses a form of sociological judo, applying small amounts of pressure at key points to make inertia push results in desired directions.

But the response of those who had positioned themselves left of social democracy was not enthusiasm that it would be easier to approach utopia than Marx had expected. Instead, the response was the continued denigration of systems that assigned a prominent role to either private production or market exchange, and a worship of hierarchical administration and bureaucracyunder the name of "conscious social control and administration of production for use"as the answer to all problems. Whatever utopia is, it does not consist of one big corrupt bureaucracy. And so the left has had little constructive to offer social democrats and others trying to manage and reform the "mixed economies" of the twentieth century.

ß ß ß ß ß


Is Reform Possible?

ß ß ß ß ß


After the Fall: the Satellites:

ß ß ß ß ß


After the Fall: Russia:


Slouching Towards Utopia?: The Economic History of the Twentieth Century


XXVI. Tomorrow


J. Bradford DeLong

University of California at Berkeley and NBER



August 1996





John Maynard Keynes in the early 1930's forecast the economic possibilities for his grandchildren. He looked forward to tremendous growth in wealth, and to sociological and moral transformation. The tremendous growth in wealth has taken place. In large part the sociological and moral transformation has not. But the twentieth century has still seen marvels: it is no exaggeration to say that it has seen as much economic history take place as the previous three centuries, and more than took place in any millenium ending before 1600.


Overview
The twentieth century has seen the pace of accumulation and productivity growth in the industrial core ratchet up by a few notches. The nineteenth century saw material wealth within rich countries more or less double. The twentieth century has seen material wealth multiply more than tenfoldby so much that it is doubtful that the rate of total productivity growth over the century has a meaning. This multiplication of wealth has goven many of the relatively poor in modern industrial economies standards of living comparable to, and in some dimensions far exceeding, those that the rich of a century ago experienced.

The twentieth century has seen the substantial reduction of racism as an of_cial ideology and has seen an enormous transformation of the gender division of labor, at least within the industrial core of the world economy. The extreme reduction in fertility, the expectation that women will spend considerable portions of their adult life in the paid labor force, and the opening of educational and employment opportunities to women have worked at least half of a profound transformation of the economic roles of the sexes.

The twentieth century has seen a rising tide lift most boats, at least within the industrial core. There are still homeless, beggars, and hungry. But the widening of the distribution of income and wealth feared by Marx has not taken place within industrial economies. However, the "convergence" of nations toward approximately equal levels of productivity has not yet begun. John Stuart Mill's optimism was as misplaced as Karl Marx's pessimism. While there is substantial reason to believe that all, or almost all, nations will be richer at the end of the twenty-_rst century than they are now at the end of the twentieth, there is little reason to believe that the distribution of incomes and wealth across nations will be any tighter in relative terms.

The twentieth century has seen the decline of agriculture. Agriculture used to absorb half or more of a nation's household. In advanced industrial economies, agriculture is the activity of only a tiny minority. For most of the twentieth century the decline of agriculture was matched by the rise of industry. Manufacturing became the largest single sector measured either in terms of production or in terms of employment. Now manufacturing employmentespecially assembly-line and craftwork manufacturing employmentis declining, while the various sub-components of the service sector grow larger and larger.

The twentieth century has seen governments that rank among the worst in human history. It has seen wars that have killed soldiers and civilians in numbers that previous centuries could not have imagined. Democracy and representative governments did not _ourish for most of the twentieth century. The interwar period saw more than twenty nations try and then abandon parliamentary institutions. The post-World War II period has seen many more do the same. Today democracies are at a high point, with the fall of most Latin American dictatorships and juntas in the past half decade. But democracy is not secure.

The most destructive government of the twentieth century was the aggressive, highly nationalistic régime that ruled Germany from 19331945. Hitler's National Socialism in_icted extraordinary slaughter on its own and its neighbors' populations. Perhaps _fty million were killed by the Nazis and in the European portion of World War II. Barely behindwithin an order of magnitude of the slaughter brought about by Hitlerwere the governments of Stalin and Mao. Other Communist governmentsfrom the bureaucratic despotisms of eastern Europe to the famine-inducing régimes of Ethiopia and Cambodia to the unholy cross between Leninism and absolute hereditary monarchy found in North Koreahave been tolerable only by comparison with Stalin and Mao. In all cases, Communist governments have brought political unfreedom and material impoverishment in their wake.

Many other governments have, to a lesser degree, consciously or unconsciously sacri_ced economic growth to the perceived necessities of state building and to the task of maintaining the current régime. The result has been disappointment in development: in spite of the openness of the storehouse of industrial technology to all and the extraordinary returns to be gained from borrowing from this storehouse, the poor countries of the world show no sign of having begun to catch up to the richer in the twentieth century. This would have come as no surprise to Karl Marx. Social formations in which the dominant powers have a strong interest in rapid growth and development are rare: only the merchant and businessman-dominated societies of western Europe had such a tendency before the industrial revolution. And so it is not surprising that bureaucracy and army-dominated régimes do not have such a dynamic of rapid growth and development.

The twentieth century has also seen, in some countries, some of the best governments known to world history. The social democratic mixed economies and welfare states of the industrial core have laid the foundations for human happiness to a greater degree than any previous régimes. The mixed economies are far from being utopias. It is sobering and yet gratifying to know that they are as close as any segment of humanity has yet come.

The twentieth century has seen the United States gain and lose its position as the standard-bearer of the new age. For most of this century, Europeans, Asians, South Americans, Africans, and Australians wanting to see what the future is like have travelled to the United States. They will not do so in the future. The features that gave America its industrial predominance relative to other advanced industrial economiesits extraordinary land, its well-educated and skilled labor force, the enormous extent of its market in a world hedged by trade barriers and tariffs, its concentration on the "American system" of mass production through interchangeable parts (which turned out to be the principal locus of technological advance in the twentieth century), and its high quantity of investment in the machines that embody modern industrial technologieshave passed or are passing. Europe today has as large a tariff and trade barrier-free market. Germany has a superior educational system. Japan invests moreinvests twice as much per capitain machinery and equipment. The next century will probably see no country play the role of path_nder to the future that the U.S. played in the twentieth and that Britain played in the nineteenth century.

Will America fall far behind other countries? It is doubtful: too much of the basic research and development that underlies new technologies is still done in America. It is still too large a market. Its economy is still open to new entrepreneurs and innovations, and this seems unlikely to change.

The distribution of income within America, however, is likely to move in an unfavorable direction. The unskilled have done very well in America in the twentieth century because their labor was essential to the productivity of the land, capital, and skills owned by those at and near the top of the income distribution. As communications improve and the effective size of the world shrinks, the advantage of unskilled workers in New York vis-a-vis unskilled workers in Mexico City or Bombay is likely to decline. Just as _rms have learned to weave their webs of production across continents and countries in the twentieth centuryreducing differentials in wealth between regions of the United States and countries of the EEC by an order of magnitudeso _rms will learn to weave their webs of production across oceans in the twenty-_rst century.

The regions of the United States are much more equal, although New York City is no more equal, today than it was at the turn of the century. Gaps in wealth between nations are much, much larger than gaps in wealth within nations have ever been. So the increasing span of control exercised by _rms over the next century is likely to see a reduction in wealth inequality between nations, and an increase in wealth inequality within industrial nations, in the next century. Either educational systems in the industrial core will become much better and essentially all work in the industrial core will either be skilled work or untraded services, or the relatively unskilled will _nd themselves under extremely heavy pressure in the labor market and their wages will drop in relative terms.

The only edge that unskilled workers in the United States in the next century will have over unskilled workers elsewhere will be their knowledge of the English language. This will give them a powerful edge, but it may well not be enough. America's image of itself as an egalitarian country, where "making it" is easy for those with industry and enterprise, may not survive long into the twenty-_rst century. The economic prospects of our grandchildren who will be in America are bright, but their prospects are much much brighter if they make sure to be counted among the educated and the skilled.


The Pace of twenty-_rst Century Growth
What else does the twenty-_rst century hold? Will the pace of economic growth continue? In all likelihood yes. The underlying engines of development that have forced the pace of twentieth century economic growth in the industrial west are still there. Innovation is still a key road to market dominance and pro_ts. Research and development are still being carried out. Governments are still willing to provide the public goods of infrastructure and organization without which market economies cannot function. The most likely future sees a turn of the 22 nd century in which life in the industrial westwhich will then have changed its name because it will encompass the Paci_c rim as wellis as different from today as life today is from life a century ago at the turn of the twentieth century. Could we see it, we would be in the position of Edward Bellamy: having our technological imaginings in all likelihood outstripped by reality. Every reason that John Maynard Keynes gave, 60 years ago, for expecting economic growth to continue and compound at an exponential pace is still valid.

Does the twenty-_rst century inevitably hold a continuation of the trends of the twentieth? No. At least three things could stop the wave of increasing wealth: wars, governments, and environmental catastrophes. War today could annihilate human civilizations and severely reduce human populations in a week or less. It is unlikely that anyone will start a war certain to end in the mutual destruction of the contending parties. It is much more likely that someone who believes they have a sound grasp of situations and psychologies will _nd out, too late, that it is not so. A large war is not likely in the next century, but there seems to be no reason to run the risk. A far-sighted political strategy in the post-World War II period would have long since taken many more steps to reduce the possibility of even limited nuclear war than have been taken to date.

More likely than a single, civilization-destroying, worldwide nuclear war are a series of small wars, each affecting a relatively small part of the world. The destructiveness even of modern conventional weapons is such that little industrial infrastructure will survive. Civilian populations may well not survive as other than refugees either. Such wars may well impoverish those who survive them for a generation. But they are unlikely to reach into the industrial heart of the world economy. The rich nations are too well defended, and know that they have too much to lose.

There is one major caveat: writing a century ago, in the late nineteenth century, I would have said the same thing. I would have said that the industrial world had outgrown war, that wars had been fought for dynastic monarchs and conquerers but now representative governments were in the saddle and would _ght defensive but not offensive wars, and that modern wars were too expensive and destructive to be contemplated. They were too expensive: civilization in Europe was nearly destroyed by World Wars I and II. But the rise of militant nationalism meant that offensive wars to avenge imagined insults against the nation were conceivable, and were in fact fought with deadly skill and extraordinary enthusiasm. Just as the cautious, limited war politics of Bismarck was followed by the rash, total war politics of Hitler, so the cautious politics of Bush and Gorbachev may be followed by something else, that _ghts destructive wars for causes we can barely imagine, in the next century.

Governments will, in many corners of the world, continue to impoverish their peoples in the interest of securing the short-run power of the current régime. The number of such governments will with luck diminish. But they will not disappear. The anomaly in historical perspective is not rule by bureaucrats and soldiers interested in power and luxury, and not in economic growth. The anomaly in historical perspective is rule by merchants, industrialists, and workers who do have a primary interest in rapid economic growth. But governments will not stop economic growth altogether. There are too many countries with too many governments. Some of them will play the role of Britain in the nineteenth century or Holland in the 17 th , and become _rst homes for entrepreneurship and innovation and second objects of emulation by other nations.

Environmental degradation is the most likely problem to halt, or severely retard, economic growth in the twenty-_rst century. Market economies are excellent tools for _nding resources, superb incentive mechanisms for organizing production, but they are unlikely to be successful at preserving environmental quality. Industrial civilization now has reached the stage where its activities may well signi_cantly alter the world's climate in poorly understood ways. The market will be excellent at _nding scarce resources and at responding to demands generated by environmental change. But it will have no mechanism to balance off prosperity and sustainability.

Governments are unlikely to do much better. There are too many governments divided into too many factions with too many grievances against one another. Each government will bene_t only marginally from its own restraints on its people's pollution. Yet few governments will yield up enough of their sovereignty to allow for signi_cant sanctions to be applied to reduce pollution. The poor periphery will demand the right to use the dirty technologies the rich core used when it industrialized. The rich core will plead for cooperation on the grounds that sustaining the environment is a precondition for anyone's success. Mutually agreeable bargains are far from assured.

The twentieth century saw market economies generate immense wealth. The twenty-_rst century will see whether governments can agree on enough to sustain environmental quality. The odds do not appear to be as good as one would wish. Pre-industrial civilizations were for the most part unable to avoid running up against the limits of their available resources, no matter whether the most binding constraint was wood, land, or water supplies. It would be surprising if a group of governments, some governing very rich nations and others governing very poor nations, could do better and avoid running up to or over the edge of environmental catastrophe.


Approaching Utopia?
The twenty-_rst century will, if disaster is avoided, see material wealth de_ned as power over nature continue to increase rapidly, at least in the industrial core. Its end will be as much ahead of us in technological power as we are ahead of the end of the nineteenth century. And to the extent that this material wealththis power over natureis used to worthwhile ends, it will greatly enlarge the possibilities for human happiness just as the possibilities for human happiness today are much advanced over the late nineteenth century.

But the history of the twentieth century teaches us that material wealth, wealth understood as command over nature, is of limited use in building utopia. It is an essential prerequisite. But it is far from suf_cient. Of the four freedoms that Franklin Roosevelt thought ought to be every human's birthrightfreedom of speech, freedom of worship, freedom from want, and freedom from fearonly freedom from want is secured by material wealth. The others remain to be secured by other means.

John Maynard Keynes believed that increasing wealth would trigger a moral and psychological transformation: people would begin to concentrate not on producing more material wealth but on using their material wealth to attain psychological and social ends. After all: "the economic problemis not the permanent problem of the human race." Keynes thought that this would be obvious by the time society attained the levels of wealth that we have attained. Yet it is not obvious to us that the economic problem has been solved. The moral and psychological transformation that Keynes expected to see is not here, and there is no reason to believe that it will come.

The past century has seen the industrial core of the world economy move closer to utopia. Most people in industrial nations are richer, freer, better educated, and better able to plan their lives and accomplish their purposes than in any previous time or other place. Whether the next century will see still more progress is in our hands. Many things could stop it: war, environmental catastrophe, or the collapse of representative governments are clear possibilities. But another thing that could stop it would be if we do not use our wealth thoughtfully. Wealth, after all, is power to accomplish our goals. And goals are not always chosen wisely.

If John Maynard Keynes or Edward Bellamy could see us, they would see us as a mixture of extraordinary wealth and re_nement with brutal barbarity. Although we have far outstripped the imaginings of previous utopians in technology, we have not reached the level they expected in psychology or sociology. It has turned out to be much easier than expected to make humans rich, and harder than expected to make them wise. Multiplying wealth has been straightforward. Making people happy, or ending poverty has not.

Expect the same thing to hold at the end of the twenty-_rst century. The wealth required to feed, clothe, and educate everyone to the standards of the relatively rich in the twentieth century would consume only a small part of the resources available to the end of the twenty-_rst. But of our grandchildren, some will be homeless, and those who are bankers will still step over the sleeping bodies of those who are the homeless on their way to work. Those of our grandchildren who are rulers will still _nd building _ood shelters and levees a lower priority than subsidizing the army or accumulating foreign bank accounts against the day of their overthrow. And so _oods will still kill others of our grandchildren in the hundreds of thousands.


ß ß ß ß ß


Development:

ß ß ß ß ß


Ecology:

ß ß ß ß ß


Equality:

ß ß ß ß ß


Technology






Critics of Marx's attack on market capitalism's alleged inability to distribute income equally have tended to fall into two schools. The _rst is the "so what?" schoolmade up of thinkers like Friedrich von Hayek, Irving Kristol, and Robert Nozick. They argued that the market's distribution of income and wealth is the just distribution: it is the distribution that arises if everyone uses their own powers and capacities to produce and then to voluntarily exchange commodities with one another. Each gets to keep the work of his own hands or to freely dispose of his wealth to his heirs or whoever else he wishes to bless, and each exchanges his goods for others only when it seems advantageous to do so. What could be fairer than this?

According to this school, concern over the distribution of income is motivated by ideological envy of the smart and productive. According to Kristol, economists study the income distribution not because it is or ought to be a matter of public concern, but because they have been distracted from their proper tasks by ideological "quasi-socialist conceptions of justice" that are "destructive ofeconomics as a scienti_c discipline." Attempts to shift the distribution of income, by incentives or taxes, away from what the free market produces is unjust the equivalent of theft, according to Nozick; and leading inevitably to totalitarianism, according to Hayek. Even if market capitalism did produce a grotesquely inegalitarian distribution of wealth, according to this school, it would still be the right system for producing and allocating goods. Levelling policies have no economic justi_cation and have only a shaky political or moral one as well, for it is not clear whether equality is "an ideal or a nonideal for a good society."

This school is such as to make refutation dif_cult: their universe of values and assumptions is "crazy" in that it has so little in common with the one that the rest of us take for granted that it is hard to determine what arguments will have purchase. One argument that should have purchase is that all social orders have at least a part of their foundation in acts of violence. Northerners forcibly con_scated thefor the most part peacefully inheritedslave property of southern whites during and after the Civil War even though those holding slaves had for the most part acquired them "justly"through purchase freely agreed to by both buyer and seller, through free gift, or through inheritance. Slave property was fruit of a poisoned tree.

Similar conclusions would apply to other forms of property that trace their roots back to violence. But consequences ramify. It is impossible to say what items of property would exist, and who would own them, had the slave trade and the Civil War not happened. All we possessincluding our literacy, and the prenatal and neonatal diets rich in protein to which we owe our "natural" intelligencewould not be ours if it not for some past unredressed violence. All we can produceexcept what food we could gather and catch with handmade stone tools alonewe owe to technological knowledge developed by previous generations of humanity that we have not paid for.

It is not possible to say what the state of things would be if all past violence were fully redressed. To say that the present distribution is just because it is the result of just exchanges and transfers starting from some just earlier position is meaningless. The earlier position from which the just exchanges have proceeded is just only by the principal of force majeurethat we had the might to create the earlier position and declare it just, and that what we say still goes because you are too weak to change it. The principle that "justice consists solely of justice in exchange" is a cloak for the principle that "the strong do what they can, and the weak suffer what they must."



Another major factor certainly as important and perhaps much more important affecting the distribution of income and wealth across countries in the twentieth century. was the spread of Communism. Wherever Communism spread, economic catastrophe and disaster followed. And the economic facet of the disaster of twentieth century Communism was an order of magnitude less than the political and moral disasters that struck where Communist Parties took control.

Approach Shanghai from the sea in the middle 1980's. The _rst impression is of old movies set with New York around 1940 as a backdrop. There are Art Deco skyscrapers. The steel and glass towers of the post-World War II era are absent. Instead, buildings have steel frames but stone interiors. The waterfront is crowded. The buildings are twenty stories tall. But they look like buildings of _fty years ago. The _rst reaction is that China is building itself up, but because it is a poor country it is using less materials and more labor intensive construction methods, and so its buildings look like buildings of two generations ago in the United States.

Then, peaking over the riverfront, the new construction becomes visiblethe new joint venture hotels and of_ce buildings. The _rst reaction passes to a second: the Shanghai waterfront looks like it was built in the 1930's because it was built in the 1930's. That hotel is where Noel Coward _nished writing his comedy Private Lives. This department store was _nished in 1936. In the 1930's, Shanghai was a city of six million people, the richest in China, and the entrepôt for trade throughout Asia. Hong Kong was a relatively small, poorer settlement of a couple of hundred thousand. In the 1940's after World War II, it looked like Shanghai was set to resume its old role as middleman and manufacturing center for the Paci_c rim. Then Mao came.

Today Hong Kong is a city of six million people with a material standard of living about half that found in the United States. It has taken over Shanghai's role as entrepôt for Asia. Shanghai's export manufactures and trading industries were shut down in the _rst few years of Communist rule. Shanghai today is a city of fourteen million people, and still the richest in China outside of the regions adjacent to Hong Kong. Its physical infrastructure appears unchanged from the 1940's: no new sewers, no new transportation systems, no new buildings (and little maintenance on existing buildings). Judging from the lack of investment in public infrastructure and by the number of rusting hulks on the riverbank downstream, it was not until the 1980's that prosperity in Shanghai again reached its level of the 1930's. This may be true of the Chinese countryside as well: some peasant reports suggest that peasants ate better in the 1920's and 1930's than they have since.

If we credit World Bank estimates of levels of production at current exchange rates, China halfway through the period of Communist ruleChina in the late 1960's, after the collectivization of agriculture, the "Great Leap Forward," and the _rst stages of the cultural revolutionhad a level of material wealth a third of India at that time and below the poorest countries like Mozambique, Zaire, or Bangladesh today. Hong Kong then, in the late 1960's, had a level of material wealth perhaps ten times that of Shanghaian edge that it has maintained to this day. Yet there is no doubt that Hong Kong was the poorer city in the 1930's. If Shanghai today were as prosperous and productive as Hong Kong, then three small regionsHong Kong, Shanghai, and Taiwan, with 4% of China's populationadded together would produce as much total product as all of China. Taiwan and Hong Kong together produce, by themselves, more than half as much total production as does all of China.

Crossing from Hong Kong to Shanghai, or from Taipei to Beijing is like passing through a reality warp that leads to some horrible alternate universe that should never have been. Levels of material well-being fall by a factor of at least _ve. The headquarters of the Hong Kong and Shanghai Bank in Hong Kong is steel and glass, forty stories tall, and is a bank: a place where savings are deposited and then committed to support productive enterprises and investments. The former headquarters of the Hong Kong and Shanghai Bank in Shanghai is half a century old, twenty stories, made of steel, stone and concrete. Its facade is crumbling. It looks unrepaired and unmaintained. It holds the of_ce of the key factor making the difference between Hong Kong and Shanghai today: the Communist Party.

It is hard to measure the degree to which Communist governments have impoverished their nations in general. It is very dif_cult to measure material wealth in Communist countries. The structure of prices is very different from what it is in market economies. Some commodities are nearly free. Other commodities are completely unavailable. The quality of goods is low, and uncertain. Many commodities can be acquired, but not for their prices of record. Perhaps they can be acquired in exchange for bribes or favors. Perhaps they are allocated on the basis of status. The work week is very longespecially if time spent standing in extra lines is counted as "work" rather than "leisure."

Nevertheless, some have guessed and tried to assess levels of real material income and wealth in Communist countries. And world politics has provided natural experiments: countries or regions that appeared very similar before the Communist takeover but that have since been divided by the iron curtain. Consider China and Taiwan, Vietnam and Thailand or the Philippines, North Korea and South Korea, Cuba and Venezuela, Hungary and Austria, Czechoslovakia and West Germany, and so forth. United Nations attempts to estimate standards of living not at current exchange rates but in terms of purchasing power suggest that Taiwan is today 3 1/2 times as wealth as China, Thailand is nearly four times and the Philippines more than twice as wealthy as Vietnam, South Korea is twice as wealthy as North Korea, Austria and West Germany are twice as wealthy as Hungary and Czechoslovakia, and Venezuela half again as wealthy as Cuba.

The recent rusting of the iron curtain, however, has led many to conclude that previous estimates of material well-being under Communist rule were overstated. Few think today that eastern Europe is as rich as southern Italy, or that the former German Democratic Republic had an economy almost as rich as Spain. Goods produced behind the iron curtain were of much lower quality than western analysts had allowed. And so the estimates of wealth under Communist rule have continued to drop.

Comparisons made accepting the U.N. estimates suggest that Communist governments have, in the generation that they have ruled, managed to reduce material standards of living by half relative to what they might well have been otherwise. And this is almost surely a signi_cant understatement. It is interesting to note that on the same estimates the USSR todayCommunist for two generationsis only one quarter as wealthy as western European countries like Italy or France. Given the USSR's immense natural resources, it is not unreasonable to think that three-fourths of its potential wealth has been lost under seventy plus years of Communist rule.


This extraordinary degree of self-impoverishment by Communist régimes would come as no surprise to Max Weber, whose perception that "socialism" was another word for bureaucratic despotism came before the reality. Bureaucracies focus on regulation and control, not on revitalization and growth. It would also have come as no surprise to Marx: the business class is, according to Marx, a progressive class because its internal dynamic of competition leads to the accumulation of capital and the creation of innovation. Other ruling classes based on other forms of "property"in the case of bureaucratic despotism, "property" in the sense of places in the state's administrative hierarchydo not have this same internal dynamic, and should not be expected to generate rapid economic growth.

What would have come as a surprise to both was the extraordinary violence shown by Communist countries against their own citizens. The decimation of populations has no parallel except for the terror and murder seen under Nazi rule in Europe. In the Soviet Union, 510 million died of starvation, were executed, or were imprisoned in Siberia and died there of overwork as part of the collectivization of agriculture in the early 1930's. The Great Purges of the late 1930's may have seen another 25 million dead. After World War II 3 million returning prisoners of war, freed from Nazi imprisonment, were sent direct from Nazi prison camps to Siberian prison camps; very few of them ever returned home. In the forty years after the Russian Civil War, from 1921 to 1961, the Soviet régime killed perhaps a tenth of its population, and another tenth may have been imprisoned and exiled and then released.

The USSR is not the worst of Communist régimes. More died under Mao. A larger proportion of the population died under Pol Pot. Ho Chi Minh's successors impoverished Vietnam to a greater degree than Stalin and his successors impoverished the Soviet Union. Thus the _rst lesson history teaches is that, when a government avowing Marxist-Leninist principles seizes power, cuts off the _ow of information, and sets about to transform the country, fear the worst. The following generation will see two-thirds or more of the country's potential material wealth destroyed, and is as likely as not to see a tenth of its population killed and another tenth imprisoned or exiled.



The years since the U.S. became an industrial economy have seen one Great Depression: 192941. Whether assessed by the relative shortfall of production from trend, by the duration of slack production, or by the productdepth times durationof these two measures, the Great Depression is an order of magnitude larger than other depressions, and deserves to be covered _rst.

It is straightforward to narrate the slide of the U.S. into the Depression. The 1920's saw a boom as _rms invested in capacity and consumers bought durable goods on credit in quantity for the _rst time. The 1920's boom was the result of optimism: businessmen and economists believed that the newly-born Federal Reserve would stabilize the economy, and that the pace of technological progress guaranteed rising living standards and expanding markets. The Federal Reserve's attempt in 1928 and 1929 to raise interest rates to discourage stock speculation brought on an initial recession. Caught by surprise, _rms cut back their own plans for further purchase of producer durable goods; _rms making producer durables cut back production; out-of-work consumers and those who feared they might soon be out of work cut back purchases of consumer durables, and _rms making consumer durables faced falling demand as well.

Businessmen, economists, and politicians (most memorably Secretary of the Treasury Mellon) expected the recession of 19291930 to be self-limiting. Earlier recessions had come to an end when the gap between actual and trend production was as large as in 1930. They expected workers with idle hands and capitalists with idle machines to try to undersell their still at-work peers. Prices would fall. When prices fell enough, entrepreneurs would gamble that even with slack demand production would be pro_table at the new, lower wages. Production would then resume.
Instead, falls in pricesde_ationduring the Depression set in motion contractions in production which riggered additional falls in prices. With prices falling at ten percent per year, investors could calculate that they would earn less pro_t investing now than delaying investment until next year when their dollars would stretch ten percent further. Banking panics and the collapse of the world monetary system cast doubt on everyone's credit, and reinforced the belief that now was a time to watch and wait. The slide into the Depression, with increasing unemployment, falling production, and falling prices, continued throughout Hoover's term.
There is no fully satisfactory explanation of why the Depression happened when it did. If such depressions were always a possibility in an unregulated capitalist economy, why weren't there two, three, many Great Depressions in the years before World War II? Milton Friedman and Anna Schwartz argued that the Depression was the consequence of an incredible,and unlikely sequence of blunders in monetary policy. But those controlling policy during the early 1930's thought they were following the same gold-standard rules of conduct as their predecessors. If so, why didn't obedience to such rules lead to similar blunders earlier?
At its nadir, the Depression was collective insanity. Workers were idle because _rms would not hire them to work their machines; _rms would not hire workers to work machines because they saw no market for goods; and there was no market for goods because workers had no incomes to spend. George Orwell's powerful account of the Depression in Britain, The Road to Wigan Pier, speaks of watching "several hundred men risk their lives and several hundred women scrabble in the mud for hours searching eagerly for tiny chips of coal" in slagheaps so they could heat their homes. For them, this arduously-gained "free" coal was "more important almost than food." And all around them the machinery they had previously used to mine in _ve minutes more than they could gather in a day stood idle.
Workers who kept their jobs, even with reduced hours, and _nanciers whose money was invested in bonds prospered during the Depression. Their nominal incomes in dollars dropped, but prices dropped even more: the baskets of goods they could buy increased. Farmers, workers who lost their jobs, and entrepreneurs who had bet their money on continued prosperity were the big losers of the Depression. Production was a third less than normal and the distribution of income had shifted toward those who kept steady employment or who had invested their _nancial wealth conservatively. As a result, at the nadir the standard of living of losers taken all together was perhaps half of what it had been in 1929.
No large-scale social insurance programs compensated the losers from the Depression during Hoover's term. In contrast to Europe, the United States had no effective system of unemployment insurance to cushion job loss. The Federal government's only signi_cant action before the New Deal was the Veterans' Bonusgranted over Hoover's objection. State governments, with limited abilities to tax, could not come close to _nding the resources to signi_cantly cushion the decline in living standards of the unemployed.
Recovery began with the inauguration of Roosevelt. The two initial planks of the New Deal were the abandonment of the gold standard with the concomitant attempt to force the dollar price of gold and other commodities up, and the National Industrial Recovery Act (later declared unconstitutional) with its explicit aim of keeping competition from pushing wages and prices down. These two broke the expectation of further de_ation. The end of de_ation caused a mini industrial boom. Thereafter output slowly increased and unemployment slowly decreased throughout the New Deal.
While the shift in expectations brought about by the announcement of the New Deal deserves credit for breaking the downward slide, it may be the casesuch arguments are still controversialthat the New Deal hindered the recovery as well. New Deal spending was by and large not de_cit spending: each dollar Harry Hopkins funneled into relief was matched by a dollar removed from private-sector pockets by taxation, causing little if any rise in aggregate demand. The alliance of the New Deal with organized labor may have led to policies biased toward maintaining the real incomes of those still employed, perhaps at the expense of the unemployed in the late 1930's.

Social democracy came to America in the New Deal. The fact that the Great Depression was the impetus for the leftward shift had an impact on the form of the post-WWII American welfare state. In Europe social democracy had an egalitarian bent: it was to level the income distribution as well as insure citizens against the market . In America the major welfare state programs were built up as insurance in which individuals on average got what they paid for. They were not tools to shift the distribution of income. And the pro-labor framework set up by the National Labor Relations Board was of most use to relatively skilled and well-paid workers with secure job attachments who could use the legal machinery to share in their industries' pro_ts; it was of less use to the ill-paid without secure attachment.

The Great Depression did create a new orthodoxy in politics: the government was now seen as responsible for maintaining production. Goverment de_cits in recessions were seen as signs that the government was boosting demand to keep the Depression from happening again. Con_dence in this commitment to maintain spending helped, perhaps more than the commitment itself, to keep the post-WWII era free of Great Depressions. Instead, the government risked an acceleration in in_ation rather than even a small chance of a severe Depression. Over time, this pro-in_ation bias intensi_ed, became anticipated, and so lost some of its ef_cacy.
As _gure 2 shows, the result was that the post-WWII United States has experienced only three mini-depressions: the slowdown in growth during the second Eisenhower administration, the OPEC shock (197475), and the Volcker depression (197982). All were deliberately courted by governments that momentarily gave priority to reducing in_ation at the cost of unemployment, and even such governments were unwilling to push contraction too far. The post-WWII United States coped with these mini-depressions relatively well in the sense of providing comparatively generous unemployment insurance and income support to the "deserving unemployed"who had previously held secure, higher-wage jobs. It did less well at supporting those unemployed who had not previously been in the middle-class circle.



Thus the continued maintenance of American industrial preeminence requires that the U.S. do at the turn of the twenty-_rst century what Britain did not do at the turn of the twentieth: train and educate a skilled labor force, maintain a high savings rate, have _nancial institutions to channel savings into the domestic accumulation of the machines that embody industrial technology, and have modern business enterprises to take advantage of economies of scale and to translate scienti_c knowledge into productive engineering applications. From this perspective, the prospects for the maintenance of American economic preeminence appear very slim. The U.S. educational system is no longer particularly good or advanced. U.S. _rms are not _nding it easy to accumulate capital to continue to bet on advanced machines and technologies. Andespecially with a large federal budget de_citthe U.S. savings rate is no longer high.



Slouching Towards Utopia?: The Economic History of the Twentieth Century


Bibliography


J. Bradford DeLong

University of California at Berkeley and NBER



September 1996



"If I have seen further than other men, it is because I have stood on the shoulders of giants," said Sir Isaac Newtona pretty tall fellow himselfin trying to focus attention on how much of a collective product "his" physics was. And it is indeed true that any book is a collective work, with credit owed back to the unknown Phoenecian who _rst decided to use a stylized picture of an ox for the sound "a."

But in writing this book I have become more and more aware of how few of the thoughts and ideas are mine, in any real sense, and how many are other people'seither things that I have learned directly from them, and things that I have learned indirectly from watching them think, learning how to think like them, and then applying their patterns of thought and skills of induction to events and situations.

Perhaps my greatest intellectual debt is to Lawrence Summers: there is a very real sense in which most of this book is my rendering of the twentieth century economic history book that he would write were he an economic historian, for it is primarily by watching him that I have learned how to be an economist. Only slightly less important are Jeffrey Williamson, who in addition to teaching me how to think has taught me almost everything I know about the British industrial revolution and third-world development; Barry Eichengreen, who knows more than I will ever know about the Great Depression and the international monetary system and whose writings, especially Golden Fetters: The Gold Standard and the Great Depression, are the foundation-stones of much of my understanding; Peter Temin, whose Did Monetary Forces Cause the Great Depression? is magni_cent, and whose Lessons from the Great Depression is

 



Slouching Towards Utopia?: The Economic History of the Twentieth Century


Appendices


J. Bradford DeLong

University of California at Berkeley and NBER



September 1996














"Preface" by Harold Laski (pp. xi, xii) to Victor Gollancz et al., The Betrayal of the Left (London: Victor Gollancz, 1941): "... the adoption by the Communist Party of Great Britain of the policy of 'revolutionary defeatism'...:

  1. That the defeat of the Churchill government is a more urgent matter fo rhte British workers than the defeat of Hitler and Mussolini.
  2. That if this defeat is followed by a 'People's Government' in Britain, that government would be able either to make a peace with Hitler and Mussolini or to renew the war against them with the hope of success...
  3. That the attainment of power by a 'People's Government' in Britain would be the signal for action against Hitler by the German people and against Mussolini by the Italian people. A success in Britain is, it appears, to be the signal for that European Revolution which Lenin expected in 1917-18 after the arrival of the Bolsheviks in power."





ÿ