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Labour must challenge the Tories on quantitative easing

By Rachel ReevesPounds in hand

Today is an historic day in tackling the recession. The Bank of England has already cut interest rates to an all time low, so today's cut in the base rate to just 0.5% is a side show. The real story is that the Bank has started to pursue quantitative easing, to the tune of £75bn - directly buying government and corporate bonds.

Some businesses and the government will now be able to borrow directly from the Bank of England, side-stepping the commercial banks who are either unwilling or unable to lend. The move will boost the amount of cash in the system, something even unprecedented cuts in interest rates has struggled to achieve.

Politically, Labour must now challenge the Tories on whether they back these moves. So far they have emphatically denounced quantitative easing: George Osborne called it the "last resort of desperate governments". But the greatest risk here is not inflation but deflation. Inflation increases when demand exceeds supply. This is the opposite of the problem we face - where demand is drying up and workers, capital and property are under-utilsed. The potential of quantitative easing to get the economy moving outweighs the risks. And we should be mindful of lessons from abroad. The Japanese waited a decade before they used quantitative easing. The government and the Bank are right to use all the tools at their disposal.

If the Tories are willing to leave stones unturned when fighting the recession - as has already been illustrated by their opposition to government spending, then that acceptance of more job losses, business failures and home repossessions must be exposed. Labour is offering real help to businesses and families. The Tories must be asked again and again why they doggedly stick to an ideological position of small government when the public, and all the evidence, cries out for support during these unprecedented times.

 

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There's no room for talking sense about the economy to Labour supporters, Obnoxio.
The Government is weakening the few pounds that remain in peoples' pockets, all in a desperate attempt to stave off the worst effects of the recession until post May 2010, and to see their city mates alright- all these people with Brown Knighthoods that you've never heard of, running banks into the ground with no censure from Government.

As usual, the end days of the Labour Government sees them flogging off the family silver, at huge cost to the taxpayer, to preserve and increase their power base.

If someone cannot work out the rules on an expenses form, why should they be running the economy?
Billy Bob @ 78 weeks ago
There is no risk of deflation, Rachel. House prices are collapsing, that's true, but EVERYTHING else is still going up. Filled up your car lately? Been to the supermarket? Quantitative easing is going to just make things worse. The real sensible decision for the government would be to say "enough -- no more bailouts, no more propping up, let this all take its course". There would be a flurry as all the useless bankers got wiped out and then business confidence would surge, the pound would start to trend back up and the markets would recover.

Unfortunately, we no longer have this option because the Headless Chicken has decreed that "doing nothing is not an option".
Obnoxio The Clown @ 78 weeks and 5 days ago
Whatever point you're trying to make, it's not all that clear if your talking about the US housing bubble, that's a different matter to inflation.

The £750billion figure you quote is simply not appropriate because it assumes that banks will be lending at their absolute maximum capacity, this is simply not going to be the case in the current economic climate.
Andreas Paterson @ 78 weeks and 6 days ago
It didn't really fail in Japan, it was tried in the period from March 2001 until 2004 (or thereabouts). The Japanese economy started to recover in around 2003. Throughout the 1990's the Japanese government tried all kinds of gimmicks with little effect, while you couldn't definitely say that QE is what brought Japan out of depression there are is evidence that it helped the situation.
Andreas Paterson @ 78 weeks and 6 days ago
"Anyway the entire purpose of printing money is to stoke up a bit of inflation. If that doesn't work, we lose."

That's precisely my point?
Tom Miller @ 78 weeks and 6 days ago
Inflation is at dangerously low levels because spending has collapsed. But there are strong external pressures including the pound devalutaion and commodity prices (falling in $ prices). Given the economic sitiuation and the parlous weakness of the £ this could flip very quickly.

Anyway the entire purpose of printing money is to stoke up a bit of inflation. If that doesn't work, we lose. If it gets out of hand, we lose. I suggest you be less complacent and stop believing what Brown tells you.
chris jones @ 79 weeks ago
James said "But that doesn't mean that the Tories have to "support" or "not support" it" and this is the essential response to your article, Ms R.

Our (UK/Europe/World) economy is in a desperate mess. There is no clear right way out of this mess, no obvious right answer. The Gov. seems to have chosen one route that any number of well meaning people of right or left find really risky. I'd rather that politicians were honest about their doubts than that they felt obliged by "loyalty" (Labour) or "responsibility" (opposition) to dissemble.

If the Government feels that it is essential that the official opposition lines up behind this policy then they should have attempted quite a bit of serious bridge building first.
Matt London @ 79 weeks ago
Quo vadis, Rachel? Robert Mugabe for Chancellor?
Alan Giles @ 79 weeks ago
Calling quant easing "the last resort of a desperate government" does not read to me as "emphatically denouncing" it. To me, it means exactly what it says on the tin - that it's an awful state of affairs we've gotten into where it even has to be contemplated, but grudgingly we may have to accept it.

But that doesn't mean that the Tories have to "support" or "not support" it, any more than a person "accepts" or "doesn't accept" a bucket of water when their house is on fire. Of course they do, but after the flames have died down the key question is why the house caught fire in the first place and how to stop it happening again. IMO Labour are not wholly culpable but the bottom line is it all happened on their watch, sorry.

Still it's interesting to see Labour in opposition mode once again trying to shift attention onto the Tories. Should stand you in good practice for a year or so's time.




james thompson @ 79 weeks ago
I saw this explained on Working Lunch today... say your child has a moneybox and rather than cash you fill it full of IOUs - but then you notice that your child isn't spending your IOUs. Well, to encourage your child to spend the IOUs (because they have earned them and deserve it) rather than save them all as they have hitherto... you change the IOUs to cash...

Well that is just like the banks (who have bonds rather than IOUs) and the government buys those bonds so now they have cash!

The explanation ended then... leaving me none the wiser... anyone?
Interested Counsel @ 79 weeks ago
Rachel you're either wrong or not being honest. First America and Britain have been pursuing inflationary policies for years. In fact it's a well regarded fact that it was this policy that was used to put off the bust in America after the Dot Com blip.

Also the Fractional Reserve Banking System that we run in this country means that this policy is exactly like printing money. By pumping £75 billion into the economy the multiplier affect means that the money supply will eventually increase by at least £750 billion. This policy will destroy the value of people's earnings. But there is no guarentee that this money will prompt any sort of recovery.
tbrrob tbrrob @ 79 weeks ago
Bearing in mind that inflation is now at dangerously low levels, what you say has not the slightest grain of truth.

This is a recession for the opposite reasons to 1979.
Tom Miller @ 79 weeks ago
Apparently not, lol
Tom Miller @ 79 weeks ago
Quantitative easing has the same impact as printing money. Ultimately it devalues the currency and promotes inflation then destroys value and savings

Well done Gordon. Having put the next generation in hock, you will now strip this one of what they have left. Is this what you mean by narrowing class divisions? We all end up as paupers (except of course MPs who will award themselves a new allowance to cover the gap)
chris jones @ 79 weeks ago
... but putting it in quotes is perfectly acceptable...
Paul 'hit or miss as to whether my comments will make it through' Pinfield @ 79 weeks ago
Interestingly, your comment that "QE worked for Japan" is somewhat disingenuous as academically there remains a question on whether or not it did, in fact, work for Japan. On the other hand, I agree with you that printing money is a disastrous option.
Craig Alexander @ 79 weeks ago
If it was Hapless Hattie who told you, forget it.

It's the same thing, ask Mugabe (yes, that's what we are reduced to).
anti anti anti anti tory troll - Celia Stobart @ 79 weeks ago
The system failed in Japan - not a great example!
Tom Wilson @ 79 weeks ago
Haha, they did it to you too! I thought that was his real first name and that he changed it to appear more down-wiv-da-common-man.

A quick google reveals I was wrong and he is in fact Gideon George Oliver Osborne, the 18th Baronet of Trumpton.
Charlie Farley @ 79 weeks ago
Quantitative easing is like printing money, although the amount of notes and coins in the economy is unlikely to increase, it will be seen in a greater issuance of bonds. Zimbabwe has clearly pursued the money printing option and the result has been inflation - as supply of food (and other goods) does not meet demand. But in the UK we risk deflation, not inflation, so that is not a good analogy.
Japan used quant easing to get out of recession c. 5 years ago, and the US has been using this approach since about
November last year.
Rachel Reeves @ 79 weeks ago
Oi, why are you trashing my comments? Is it because I don't have a PPE from Oxford?
Charlie Farley @ 79 weeks ago
I'm told that quantitative easing is different, though I shan't pretend to be an economist...
Tom Miller @ 79 weeks ago
Forgive me, but doesn't the "Bank has started to pursue quantitative easing" quote really mean "Bank has started to print money"?

The only other country the springs to mind when I think of "quantitative easing" is Zimbabwe... Just thought we should give the Bank's actions some context.
Paul 'hit or miss as to whether my comments will make it through' Pinfield @ 79 weeks ago
Who are you kidding? If the tories were in power and had started printing wheel-barrows full of money, Labour would be jumping up and down and screeching at the top of your voices and don't tell me otherwise.

When Sir Gideon Osborne says that printing money is the "last resort of desperate governments", strictly speaking, to those of us in the reality based community, he is, to all intents and purposes, in a telling-the-truth kind of way, technically speaking, correct. Isn't he?

(edited)
Charlie Farley @ 79 weeks ago
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