Ask the Scholar

Document scope · 1 page
doc
Scholar
Ask about this object, its catalog metadata, its source description, or the page inventory. For page-specific OCR and visual context, open one of the page chats.

Scholar Source Context

Document identity
localId
415892623
label
[Economy-Foreign/Domestic, 1989-1990]
core
doc
dtoType
document
pageCount
1
Source metadata
Source extras
naId
415892623
levelOfDescription
fileUnit
recordType
description
ocrSource
nara-archive
Single page context
seq
1
pageIndex
0
type
document
mediaId
c8b2b793b4dbbdb9
ocrText
Originally Processed With FOIA(s): FOIA Number: S FOIA MARKER This is not a textual record. This is used as an administrative marker by the George Bush Presidential Library Staff. Record Group/Collection: George H.W. Bush Presidential Records Collection/Office of Origin: Speechwriting, White House Office of Series: Snow, Tony, Files Subseries: Subject File, 1988-1993 OA/ID Number: 13894 Folder ID Number: 13894-003 Folder Title: [Economy-Foreign/Domestic, 1989-1990] Stack: Row: Section: Shelf: Position: G 18 29 2 2 OUNC Memo From the Public Affairs Council March 27, 1989 To: Clark Ervin From: Ray Hoewing President, Public Affairs Council Notes The Presidents's speech should: Challenge business - make CEO'S uncomfortable (that is, have a hard "edge" -- a not "smoke-and-mirrors" tone). Confront the undeniable -- business commitment to its communities has lagged in recent years for understandable, but no longer sufficient, reasons (competitive pressures, etc.). Seek business involvement not because it is in the public interest (though that too) but mainly because it is in business' self-interest. Make clear the Bush program will go beyond publicity, awards, "P.R.". Suggest that the emphasis will not only be to stimulate more business involvement but to provide models/yardsticks/case studies of effective involvement. Note that -- despite many instances of laudable business activity - - many business firms have yet to become engaged. Some other suggestions/pointers/speech lines: Short-run profitability cannot be the only criterion for business in a society where cities are rampant with drugs, a public school system often fails to educate and hundreds of thousands are homeless. The speech must go beyond exhortation. (For example: "Next month I will be assembling a group of chief executive officers " "Because this Administration is giving top priority to winning 1255 Twenty Third Street, N.W., Suite 750 Washington, D.C. 20037 1-202/872-1790 - 2 - the war against drugs and in restoring our public education system to its previous standards of excellence, I have appointed two task forces of business people to spearhead business efforts to address these critical issues"). Business must apply hard-headed business principles to its social involvement -- for example, researching needs, establishing objectives, measuring results. Mere "activity", no matter how well intentioned, is not sufficient. Business must become more actively and intelligently involved, not because we wish it would, but because it will not survive as viable, profitable enterprises over the long haul in a society that is failing. We must learn what business is doing that is truly making a difference and then find ways to help replicate widely. A few examples of business efforts which have made a difference (and which have been clearly documented) should be considered for mentioning. Perceptions and realities to keep in mind: Remember that most serious and knowledgeable people in business (at both CEO and "program manager" level) view Reagan PSI as essentially a public relations effort doing little harm but also not much good. Therefore, the President should convey that the program he is undertaking will be qualitatively and substantively different than Reagan PSI efforts. K A real risk or danger: leaving the impression that the President views private sector programs as the way to "off load" the responsibilities for social programs (thus replaying the near-fatal impressions created by Reagan's people in 1981-82). One key word is "partnership" (but speak to this point: many business people have concluded that government means by partnership, "Business, you put up the money. Government will define and control the agenda and the program."). Beware of excessive poor mouthing. While business supports fiscal integrity, it wants to know that the Federal Government is not some pitiable, penniless giant but rather is committed to finding/diverting additional government resources when they are indisputably required. - 3 - CEOs, particularly, will be looking for evidence that the President understands and accepts that in a democracy government is accountable for social progress and business cannot and must not pre-empt decision-making which properly belongs to political leadership. Acknowledge in no uncertain terms that under the most optimistic scenario about social problems the public sector is by far and away the "heavy" compared to the private sector (excellent summary statistics and exposition of this point have come recently from Brian O'Connell of Independent Sector) Tax Foundation Vol. 34, No. 6 June 1990 Features New Paper Traces Budget Process History of Budget Reform: Two Views Summits in the '80s Start from Pattern of Deficit Reduction Scratch with a Sbows Negotiations Ineffective Legislative Overhaul A new Tax Foundation analysis of budget summits during the 1980s entitled A Decade of FRONT The nation's bud- Budget Summitry leaves little room for opti- get process has broken down to the point that most Change in Deficit: Post-Summit Years Americans, if they vs. Years with No Prior-Year Summit understood it, Cong. Christopher would regard it as a Cox (R-CA) Post-Summit FY83 national joke. But it is 80 Years no laughing matter. As a freshman congressman, I was struck 60 right away by the utter incomprehensibility of the budget process. Virtually no member of 40 Congress- let alone the public-even reads FY85 FY90e the huge spending bills we adopt. Moreover, 20 FY86 the typical year-end, catch-all spending bill is $Bil. FY88 too long, too complex, and too tardy to expect 0 the President even to read it before he must FY89 sign it into law. -20 FY84 On my first day in Congress, then Speaker 40 Honesty Is the - 60 Best Budget Policy Years with No Prior-Year When I talk about the Tax Foundation 80 Summit FY87 budget process, I do so e First six months comparison of FY1989 and FY1990. as a member of the Source: Tax Foundation. New Analysis Budget Committee who of Budget cannot wait to finish IN THIS ISSUE Summits 1 mism that the current talks between the Presi- serving his last year on "Front dent and Congress will lead to deficit reduc- it. The budget process Congressman Burner" is so flawed that it has 1 tion. It points out that the FY1991 budget Marty Russo (D-IL) become a fraud. It is a Tax & Budget summit is the fifth time in nine years the White sham, and one of the Conference 3 House and Congress have conducted special most important reasons we have the fiscal President's negotiations for this purpose, but the budget woes we do today is that the Budget Commit- Message 5 deficit has averaged well over $160 billion tee, along with the Administration and the rest each year during this period. Pittsburgh & of Congress, has been sliding by the problems In the first six months of the current fiscal for the last nine years. Washington year, the deficit exceeded $150 billion in spite I hope that as a result of the current Briefings on Budget Issues 6 of a full-year target of $100 billion. In light of budget summit, if nothing else is done, the these results, summits convened to lower summiteers will be honest about the problem New Research deficits may have done more harm than good. and honest about the solution. I for one do not Fellow 6 See Budget Summit on page 5 See Russo on page 2, col. 3 2 Tax Features June 1990 Cox from page 1 ceilings, it would take a two-thirds Russo from page 1 Jim Wright declared that he was going vote. But even then, the President could favor any new taxes as a solution to the to violate the law. This may shock most use enhanced rescission authority - mounting deficits. I think we can handle Americans, but in fact it is routine them by dealing with the spending side business in Washington. You see, of the ledger, with cuts in both military Speaker Wright promised to pass all of "My proposal calls for and non-defense spending. that year's spending bills by August. In Congress to enact, on or I think the American public is pre- fact the law requires final action on pared to make sacrifices if we will tell these bills by June 15th. before May 1, a simplified them once and for all exactly what the Ordinarily it might seem brazen for budget that would fit on problem is and exactly how we intend a newly elected congressman to at- one page. This binding to solve it. It ought to be a bold ap- tempt to refashion what the system has proach that will attack the problem 'budget law,' once passed been producing for a long time. But the over a five year period. The citizens frustration with the way the budget by Congress and signed by understand that there is a serious prob- process has disintegrated is growing to the President, would set lem. Of course, they are very cynical today because every time we need to the point that now a fresh approach legal ceilings on spending meet a Gramm-Rudman target, we may be just what is needed. For that reason, I will soon be intro- in 19 major categories. manufacture'a way by asset These are legal limits, not sales, payday shifts, and faulty assump- ducing a total rewrite of the 1974 tions. This is done by both the Admini- Congressional Budget Act. My proposal 'guidelines'; Congress stration and the Congress. After we do calls for Congress to enact, on or before would not be free to all that, we say we have met the target. May 1, a simplified budget that would Then as soon as we get into the next fit on one page. This binding "budget violate them or ignore fiscal year, CBO comes out with a law," once passed by Congress and them when it seemed budget that says we didn't hit the target signed by the President, would set legal convenient." - the deficit is not really $100 billion- ceilings on spending in 19 major cate- it is really $161 billion. We have been gories. These are legal limits, not "guide- doing that now for the five years that I lines"; Congress would not be free to have been on the Budget Committee. violate them or ignore them when it "line item reduction" if you will - to So, either we change the process and seemed convenient. bring these super majority-approved get honest, or we ought to get rid of the budget busters back down to the totals budget process. originally agreed upon by the Con- gress. "As a freshman Finally, if the Congress and the congressman, I was struck "I for one do not favor any President fail to do anything at all, an right away by the utter automatic continuing resolution would new taxes as a solution to incomprehensibility of the fund the government at last year's lev- the mounting deficits." els - thereby insuring we don't face budget process. Virtually the dilemma of shutting down the gov- no member of Congress - ernment or signing a massive, last- minute, catch-all spending bill. The I-think the summit is a rare oppor- let alone the public - prospect of no change whatever in last tunity for the Congress to work with the even reads the huge year's spending would also provide an President - if he is prepared to make enormous incentive for both Republi- the tough decisions necessary to deal spending bills we adopt." with the massive problem. The prob- cans and Democrats to get to work on lem has many components: The eco- a real budget. nomic assumptions are $22 billion off; Until that budget is in place, it The Gramm-Rudman-Hollings tar- Medicare and Medicaid costs are going would be out of order for the House or gets were aimed at addressing our up; there is a shortfall in FDIC premi- Senate to consider any spending legis- gargantuan annual deficits, and they ums; and the cost of food stamps is lation in subcommittee, committee or have helped. But they do not go to the going up. The Administration knew of on the floor. Once the budget is adopted, heart of the problem, which is an un- these problems before it sent its budget Congress could authorize expenditures disciplined, runaway budget process. to Congress. But the biggest hit we are by majority vote, provided we stayed It is time to harness this wild ani- going to take is the S&L bailout. That is within the ceilings. To break one of the mal. My bill will be ready for submis- anywhere between $50 and $100 bil- sion this session. Soon we will discover lion this year alone. So if you take the Christopber Cox, a Republican from whether Congress is serious about its California's 40tb District, began service in responsibilities to the taxpayer, to our Rep. Marty Russo, a Democrat, bas served 1989 and is Co-Chairman of the House economy, and to future generations of the 3rd District of Illinois since 1975. He Republican Research Committee's Budget serves on the Ways and Means and Budget Americans. Reform Task Force. Committees, and is Deputy Majority Whip. Tax Features June 1990 5 Budget Summit from page 1 Talk Is Expensive Globalization of Economy Makes Throughout the 1980s the White House and Congress have generally U.S. Tax Policy Seem Parochial been locked in a budgetary stalemate, impeding any significant deficit reduc- tions. The high-level budget talks held in 1982, 1984, 1985, 1987 and 1989 all reduction (see figure on page 1). For example, in FY1984, the deficit dropped $23 billion when spending growth was held to 5.4 percent - half the rate of PRESIDENT'S MESSAGE Muscovites must be getting used to the golden arches of McDonalds on Pushkin Square. Since opening on January 31 of this year, the Moscow fell far short of their stated goals. McDonalds has done more business than any Ironically, the fiscal years that were McDonalds in the world the nearly 1,000 not preceded by budget summits actu- Soviet employees there are serving up nearly ally resulted in the most real deficit 50,000 meals a day. Canada's Olympia & York has unveiled plans to extend Moscow's interna- Wayne Gable tional trade center, and Skanska, a Swedish developer, has joined with five Hungarian state agencies in Budapest's revenue growth for that same year. first joint venture office development. Again with no summit agreement in The news is filled with such stories of burgeoning investment op- force, FY1987 spending grew only 1.4 portunities abroad: Eastern Europe, Mexico, the Pacific rim, and even percent and the budget deficit fell a the Soviet Union are opening up. In the past decade, the growth in record $71.5 billion. Conversely, the world trade has far outstripped the growth rate in domestic demand fallout in fiscal years with negotiated for goods and services. So the watchwords are competitiveness and deficit reductions was higher taxes and globalization - how will U.S. firms match up head to head with higher deficits. foreign-based companies in the world marketplace? Some pundits are Historical Overview pessimistic, citing high-tech manufacturing prowess in Japan and the The analysis begins by showing proximity of West Germany to Eastern Europe as reasons that companies how the well-intentioned negotiations based there will prosper. of 1982 and 1984 went awry, conclud- We at the Tax Foundation are urging policymakers in Washington to ing, "Any plan that promises to balance realize that U.S. tax policy is a critical component of competitiveness, one today's tax hike with tomorrow's spend- that can have a dramatic impact on the fortunes of U.S. firms. Tax ing cuts is unsound. Taxes once en- Foundation members have made clear in a survey taken earlier this year acted into the code are collected, but that they want more research done on the taxation of U.S. firms doing long-term spending cuts demand con- business abroad. Consequently, the Tax Foundation's new senior research stant discipline." Congress vented its frustration with fellow Dr. Anthony Billings (see page 6) will initiate a multi-year project the deficit by passing the Gramm- on the subject, exploring how various tax provisions help or hinder U.S. Rudman-Hollings law in 1985, but a competitiveness. budget accord reached earlier in the We must remember that international competitiveness depends not year with the President fared no better only on the innovation of U.S. firms but also on their ability to operate than in 1982 and 1984. In fact, the abroad without punitive tax laws holding them back. As the record number deficit reached an all-time high of $221 of Big Macs selling at the Moscow McDonalds reveals, foreigners do want billion in 1986. American products. It is up to us to make sure we don't allow an The October 19 stock market crash uncompetitive tax policy to prevent American enterprise from taking those and the looming $23 billion in auto- products to foreign lands. matic spending cuts under Gramm- Rudman-Hollings were the cue for high- level deficit reduction talks in 1987. spending cuts mandated by Gramm- House and Congress. Hopefully, these After weeks of closed-door negotia- Rudman's "sequester." The President new talks will actually result in lower tions, the 1987 summit emerged with a and Congress substituted budget sum- deficits. Only 10 of the last 62 budgets plan to trim the deficit $76 billion over mitry for the full sequester, however, paid their own way without deficit the next two years. What resulted was and the result was $6 billion in new spending, and in none of the last 21 a $5.4 billion increase in the deficit in taxes and one-time savings gimmicks years has the budget been balanced. FY1988 and a FY1989 deficit $11 billion designed to hit a $99.4 billion FY1990 Unfortunately, judging by recent budget over the summit target. Also, the Gramm- deficit target. summit history, a deficit reduction deal Rudman-Hollings deficit targets were rewritten, postponing the promise of a The Current Negotiations: Will could be a bad deal for taxpayers. balanced budget from 1991 to 1993. History Repeat Itself? Now Available During the budgetary stalemate in In 1990, fears of a slowing econ- omy and possibly $100 billion in across- A new Issue Brief entitled A 1989, the President and Congress were the-board spending cuts have sparked Decade of Budget Summitry, 4pp. forced to contemplate across-the-board deficit negotiations between the White $10 + $2 p/h. 4 Tax Features June 1990 from the economics of these proposals, Congressman Bill Frenzel (R-MN) Study of the States at the Rockefeller In- McLure stressed the relative ease of also spoke in its defense, but both he stitute. their administration. and Mr. Miller called the sequester a These experts testified to increas- Bernard Shapiro outlined the ma- "meat-ax approach" to budgeting that ing tax burden at the state level. With jor budgetary legislation of the 1980s. should be avoided. less federal assistance than in the 1950s He described ERTA's $750 billion tax Henry Aaron, senior fellow at the and '60s, states have been raising reve- cut over five years as "clearly too Brookings Institution, argued against big but the biggest problem was Gramm-Rudman as a mere procedural that it was uncoupled with a spending distraction from the central issue of cut." The huge deficits that resulted what and whom should be taxed. "The deficit and national have played a major role in budgetary "Fiscal Policy in the 1990s" was the debt are the overriding and Presidential politics since then. general theme for the luncheon speaker, the Honorable Jim Jones, Chairman of issue this country has to the American Stock Exchange. Mr. Jones solve if we are going to reiterated his long-held belief that "the have good economic deficit and national debt are the over- riding issue this country has to solve if conditions for decades and we are going to have good economic generations to come." conditions for decades and generations to come." In the investment area, he -Jim Jones, Chairman, argued for a capital gains differential American Stock Exchange and would tie that reduction in the rate to a holding period of at least one year to promote longer term investing. Also, nue and may continue to do so at a rate he would favor initiatives to even out higher than the increase in personal the debt vs. equity bias in LBOs. income. James Q. Riordan (L), co-cbairman of the On the spending side, Mr. Jones is Tax Foundation and chief executive pushing investment in human capital The "No New Taxes" Pledge officer of Bekaert Corporation, talks with - education and retraining. He sees a Two politicians and two budget Larry Wilson, general tax counsel at Unocal Corporation. labor shortage coming and insists we analysts discussed the current budget must improve our labor pool. Aside crunch and debated the need for new And combined with the repeal of in- from education, infrastructure improve- revenues. Marty Russo (D-IL) and Chris- dexing, they have contributed to tax ments and research and development topher Cox (R-CA) gave two Capitol complexity as legislators look for small are at the top of his list of spending Hill viewpoints while Norman Ture, pockets of revenue in the code. Mr. priorities. President of the Institute for Research Shapiro predicted that the budget on the Economics of Taxation, and State and Local Taxes summit in progress would bring a major Robert Greenstein, Director of the Center tax bill of at least $15 billion in new Gordon St. John Gilman, Tax Attor- for Budget and Policy Priorities, de- revenue. ney, Texaco, Inc., moderated the state/ bated the relative importance of the Fred Goldberg asserted the view local panel, and after pointing out some deficit to the economy. The panel was that much complexity resulted from particular state-level problems he faces moderated by Paul Gigot, editor, Wall perceived abuses of the code. He also in his role as head of the Dallas Chap- Street Journal. sees complexity arising from a well- ter of the Tax Ex- intentioned attempt to be equitable that ecutives Institute, ends up in a mire of rulings that are he introduced the attempts to solve individuals' prob- panelists. They lems. He closed with a warning that were Duane although some may view repealing the Parde, Director of corporate income tax as a good simpli- the State Legisla- fication, revenue issues are everpre- ture and Private sent, deficits are real, and revenue- Sector Task Force neutral proposals are the ones that get at the American serious consideration. Legislative Ex- change Council; Gramm-Rudman-Holings Elliott Dubin, an The theme of the second panel was analyst with the "Gramm-Rudman-Hollings: Save It or Advisory Council Scrap It?" James C. Miller, III, Co-Chair- on Intergovern- man of the Tax Foundation, defended mental Relations; Gramm-Rudman on its record, pointing and Steven Gold, Congressman Bill Frenzel (R-MN) is flanked by Henry Aaron, out that when it has been enforced, the Director of the senior fellow in economics at the Brookings Institution, (L) and James C Miller III, co-chairman of the Tax Foundation and former deficit has been substantialy reduced. Center for the director of the Office of Management and Budget. Tax Features June 1990 3 worst case scenario, the deficit is $186 billion higher than projected. If you Tax and Budget Conference Brings take the best case scenario, it is $86 billion off. It depends on how you Government and Industry Leaders calculate the numbers. So the question is, what do we do Together During Budget Summit about it? We just had a meeting with some of our summiteers. Some of us The Tax Foundation held a conference told them that they should be honest, on tax and budget issues in coopera- tell us what the problem is, what we tion with Citizens for a Sound Economy need to do, and how we need to do it. Foundation on May 23 in Washington, And don't come back with payday DC. Corporate executives, members of shifts and other budget gimmicks, the congressional and executive agency kind of games that have made people staffs, and of the business press heard in this country cynical about what comes presentations from experts in the fields out of Washington. of state taxation and tax complexity, as The Chairman of the Ways and well as more general discussion of Means Committee has made it very public finance from well-known politi- clear that until he has an agreement cians and economists. with the President on what is needed Senator Phil Gramm (R-TX) began from his committee, he is not going to the conference by pointing out that the offer anything and move it through the federal budget process was never in- committee. So, unless and until the tended to restrain federal spending and that the budget committee in the House Senator Pbil Gramm (R-TX), talks with James W. Netbercott (L), Senior Vice was originally structured to prevent its President, The Procter & Gamble "The summit is a rare becoming a source of power. The sena- Company, and a member of the Tax tor said the Gramm-Rudman-Hollings Foundation's Policy Council. opportunity for the bill was "the only budget reform that Congress to work with the was ever aimed at trying to have a real on the program. It focused on the President - if he is impact on the deficit." As to whether it complexity of tax compliance, featur- has been effective, he pointed out sev- ing Glenn White, Director of Taxes at prepared to make the eral shortcomings and possible improve- Dow Chemical; Charles McLure, senior tough decisions necessary fellow at the Hoover Institution; Ber- nard Shapiro, National Director of Tax to deal with the massive "The Gramm-Rudman- Policy, Price Waterhouse; and Fred problem." Goldberg, Commissioner of the IRS. Hollings balanced budget Glenn White started by citing a bill was the only budget much-quoted study by the A.D. Little President decides he wants revenue as reform that was ever Company showing that in 1983, corpo- part of his solution and works it out rations in the U.S. spent 2.7 billion ahead of time, I don't think we will see aimed at trying to have a hours calculating tax liabilities, the the Ways and Means Committee mov- real impact on the deficit." normal work product of 1,350,000 ing forward. people in one year. He decried the Tax Personally, I think you can do it -Senator Phil Gramm (R-TX) Reform Act of 1986 for worsening the without taxes. It will require a severe hit situation and gave anecdotal evidence in the Defense Department, and it will of his own company's travails in trying take some hits in the domestic side. For ments, but cited three developments to deal with the ever more complex example, one of the things I would rec- which prove that overall, the legislation code. ommend we do is eliminate plans for has had a positive impact. Charles McLure picked out a few the space station. We don't need to put First, since the law went into effect, areas that are sources of complexity- people out in space when others can't the deficit has been reduced in real fringe benefits, low income provisions, find homes on earth. That can wait. terms. Second, for twenty years prior to and anti-shelter provisions like the al- This year we are giving the Defense its enactment, federal spending grew ternative minimum tax - but pointed Department $295 billion in our budget. an average of 11 percent annually, out that the only alternative to com- Last year they got $296 billion. If you compared to 3.8 percent after passage. plexity in these areas is inaccuracy and can believe David Stockman, there is Third and most important, federal distortion of economic decision-mak- about $30 - $40 billion of waste in the government has begun to grow more ing. He outlined instead a more funda- Defense Department. I will take David slowly than the private sector. mental change in corporate taxation Stockman at his word. We need that The Burden of Tax Complexity which, among many changes, would kind of honesty now if we are to restore Lee Sheppard, contributing editor allow "immediate write-off of all pur- sanity to the budget process and pros- perity to the nation. of Tax Notes, moderated the first panel chases, whether for inventories, inter- mediate goods, or capital goods." Aside 6 Tax Features June 1990 Briefings in Pittsburgh and Washington Anthony Billings Keep Members Attuned to Budget Issues Joins Foundation Senior Tax Foundation Research Staff staff met Foundation members and other Anthony Billings has joined the corporate leaders in Foundation's staff as a senior research Pittsburgb for a briefing on the current budget fellow. An associate professor of ac- debate. From left to right: counting at Wayne State University, Richard Larry, President, Sarab Scaife Foundation; Professor Billings' articles have appeared Wayne Gable, President, in the Journal of Accountancy and Tax Foundation; James W. numerous other professional journals. Wirth, Senior Vice He has studied international tax President & CFO, Aluminum Company of problems for Dow Corning and 3M, America; James C. Miller, and at the Tax Foundation he will be III, Co-Cbairman, Tax undertaking a major study of U.S. taxa- Foundation; Robert A. dePalma, Senior Vice tion of American firms doing business President & CFO, Rockwell abroad. International; W. Bruce Tbomas, Vice Chairman Administration & CFO, USX Tax Features Corporation. Tax Features (ISSN 0883-1335) is pub- lished by the Tax Foundation which operates as a separate unit of Citizens for a Sound Economy Foundation. Original material is not copyrighted and may be reproduced. Please credit Tax Foundation. Co-Chairman James Q. Riordan Co-Chairman James C. Miller III President Wayne Gable Vice President Dan Witt Director of Fiscal Affairs Paul Merski Editor William Ahern Tax Foundation Co-Cbairman James Q. Tax Foundation Vice President Dan Witt Tax Foundation Riordan (L) with Lawrence Lindsey, (L) exchanges a word with Micbael 470 L'Enfant Plaza, S.W. Special Assistant to the President for Darby, Under Secretary for Economic Suite 7112 Domestic Policy Development, during a Affairs at the Department of Commerce, Washington, D.C. 20024 briefing at the Old Executive Office before a presentation Mr. Darby made to 202-863-5454 Building in Washington, DC. the Tax Foundation's Program Committee. 470 L'Enfant Plaza, S.W. East Building, Suite 7112 First Class Washington, DC 20024 U.S. Postage 202/863-5454 PAID Washington, DC Permit No. 2979 Mr. Dan McGroarty Speechwriter Office of Speechwriting The White House Washington, DC 20500 Citizens for a Sound Economy 470 L'Enfant Plaza, SW East Building #7112 Washington, DC 20024 (202) 488-8200 FAX: (202) 488-8282 THE CASE FOR A TAX LIMITATION/BALANCED BUDGET AMENDMENT STATEMENT OF DR. JEROME ELLIG DIRECTOR OF PUBLIC POLICY CITIZENS FOR A SOUND ECONOMY BEFORE THE SUBCOMMITTEE ON THE CONSTITUTION COMMITTEE ON THE JUDICIARY UNITED STATES SENATE JULY 27, 1989 On behalf of Citizens for a Sound Economy's 250,000 members and supporters, I would like to thank this subcommittee for the opportunity to share our views on the various balanced budget amendment proposals offered in the 101st Congress. Citizens for a Sound Economy is a grassroots citizens' organization with members in every state and congressional district. Our members include Americans from all walks of life -- the family trying to borrow for that first house or a college education, the employee who needs financing for a car to get to work, the small entrepreneur seeking backing for a new idea that could improve the quality of life for millions of fellow citizens. Tens of thousands of these Americans send in small contributions to help keep our doors open, out of concern for the burden that massive federal deficits place upon themselves and their children. We know the deficit statistics all too well. The federal government owes almost $12,000 for every man, woman and child in America. Every $150 billion deficit obligates the average taxpayer to pay more than $150 annually in taxes just to meet the interest payments. Congress will soon find it necessary to raise the legal limit on the national debt to more than $3 trillion, and that figure doesn't even include the unfunded liabilities of programs like Social Security and Medicare. Citizens for a Sound Economy's members are extremely concerned about these trends. Let me just share with you a few of their comments. Sadie Adamson of Fort Myers, Florida wrote to us earlier this year, "One rule all my life has been, 'live within your income. I don't understand a group of supposedly intelligent congressmen doing otherwise with our national income.' Betty Woodson of Memphis, Tennessee told us, "I am a housewife. I don't spend more money than I have If we are only incurring debt on the next generation, we are the immoral generation." Adah Smith of Athena, Michigan writes, "Above everything else, the budget deficit must be effectively reduced, brought under control, and legislation should be enacted to prevent such from ever happening again. No one ever borrowed themselves out of debt.' Norma Rodriguez of Miami, Florida offers policymakers the following advice: "Stop playing with the people. A balanced budget amendment is mandatory. Don't pass the blame to the other guys." During the past two years, we've received petitions, surveys, and letters from nearly 300,000 Americans who favor the tax limitation/balanced budget amendment. Some of you may have seen the 160,000 petitions that we displayed on the House side of the Capitol steps on July 19. Our members are neither economists nor politicians. They're just ordinary Americans trying to make ends meet. 2 And their views receive wide support across the country. Earlier this year, Citizens for a Sound Economy Foundation released the results of a nationwide poll on tax and budget issues conducted by the Roper Organization. Some of the results are summarized in an appendix to this testimony. Approximately two-thirds of those polled said they favor a constitutional amendment which would mandate a balanced budget and limit taxes. This result mirrors those of many other polls, which have found that Americans favor a balanced budget amendment by margins of as much as to 6 to 1. But equally interesting were the Roper poll's results for various subsets of people. The tax limitation/balanced budget amendment enjoys wide support among major demographic groups and across the political spectrum. It's an initiative that knows no gender gaps or generation gaps, enjoying the support of about two-thirds of respondents of both sexes and all age groups. Sixty-two percent of blacks favor a tax limitation/balanced budget amendment. A solid 67 percent of union members said they favor the amendment, with only 20 percent opposed. Sixty-four percent of working women expressed support for the amendment. It's probably not surprising that 67 percent of those identifying themselves as conservatives and 65 percent of those identifying themselves as Republicans favor the tax limitation/balanced budget amendment. But the idea enjoys support across the political spectrum. Sixty-one percent of Democrats and 62 percent of independents said they want the Constitution amended to limit taxes and require a balanced federal budget. Sixty-three percent of moderates and 55 percent of liberals also endorsed the amendment. With such statistics, it's no surprise that the tax limitation/balanced budget amendment enjoys bipartisan support. The American people clearly understand that we need a constitutional amendment to ensure that the budget is balanced. The reason is that in a representative democracy like the United States, a fundamental imbalance biases the political process in favor of those who seek more federal spending on specific programs and against the average citizen who has to pay the bill. As a result, lawmakers who want to balance the budget face an extremely difficult political challenge, even though their constituents want a balanced budget. Every dollar the government spends goes into someone's pocket, and the beneficiaries of federal spending know who they are and how they benefit. Each spending program has its own well-organized constituency with very obvious and compelling reasons to lobby legislators for more spending on the particular program. The average taxpayer, on the other hand, does not gain very much from elimination or cutbacks of one particular program, 3 so he has little reason to spend time and effort fighting the special interests over each program. As a result, when it comes time for Congress to make spending decisions, members frequently hear plenty from advocates of specific programs but little from opponents. Government borrowing compounds this problem. While the average taxpayer may have little incentive to lobby against the special interests, those who are hurt by government borrowing may not even know what the government is doing to them. For example, a family may know that high interest rates put a mortgage for that first home out of reach, but it may not realize the role that the $150 billion federal deficit played in pushing up interest rates in the first place. Similarly, future generations will pay for debt that the government incurs now, but generations yet unborn certainly have no way of knowing that now -- or of influencing the federal government's spending decisions today. Ultimately, continuing deficits will even limit the government's ability to satisfy special interests as interest payments on the national debt consume more and more of the federal budget. The government will pay about $170 billion in interest on the national debt in 1989, double the amount it paid in 1982. As a result of imbalances in the political process, lawmakers receive a skewed impression of what the public wants. Indeed, the real surprise is not that we have $150 billion deficits, but rather that for most of its history, the United States managed to avoid chronic peacetime deficits. The explanation is that for about 150 years, policymakers took it for granted that deficit spending was irresponsible -- indeed, even immoral. The federal government used deficits not to avoid paying for its day-to-day operations, but rather to spread out extremely large expenditures, such as the costs of fighting a war, over a period of years. Even after World War II and the Korean War, the federal budget returned to modest surpluses -- although, unlike the periods after previous wars, the government made little progress toward reducing the national debt. Even though there was no constitutional amendment requiring a balanced budget, policymakers felt obligated to avoid deficits. But attitudes toward deficits started to change in the 1930s. Balanced budgets, which had been considered prudent economic policy, came under attack from, of all places, the economics profession itself. With the publication of John Maynard Keynes' General Theory of Employment, Interest, and Money, a majority economists eventually came to view deficits as a way to stimulate -- rather than ruin -- the economy. By the 1960s, the change in economists' thinking was pretty much 4 complete. The American people were told that their common sense concern about federal deficits was misplaced. "Keynesian" economics became a battering ram for special interests to break down the door of the public treasury. Today, the balanced budget amendment's critics continue to use economic theory as an excuse to attack the amendment. Arguing that deficits can sometimes help the economy, they say that a balanced budget amendment is unwise economic policy because it would tie the government's hands during a recession. In making such arguments, the critics ignore the fact that most versions of the amendment do not ban deficits outright; they merely require a three-fifths vote of Congress to approve any borrowing. But more importantly, the critics conveniently ignore the past 20 years of economic research and practical experience with unconstrained deficits. We know from experience that huge deficits could not prevent recessions in the 1970s and 1980s. Moreover, there is no longer a consensus among economists that deficit spending is sensible economic policy. Indeed, many prominent economists now advocate a tax limitation/balanced budget amendment precisely because they understand that the political process makes policymakers more eager to adopt spending programs than to search for ways of paying for them. The absence of external fiscal restraint has allowed policymakers to triple the national debt in just eight years, from $908 billion in 1980 to an estimated $3.1 trillion in 1989. James Buchanan, the 1986 Nobel laureate in economics and a member of Citizens for a Sound Economy's academic advisory board, commented several years ago, "Balanced budgets formerly dictated by moral standards were never explicitly mentioned in formal constitutional documents. Without such standards, however, balanced budget constraints must be explicitly chosen, imposed and enforced." Similarly, Milton Friedman, the 1976 Nobel prizewinner, has consistently called for a tax limitation/balanced budget amendment. He and Rose Friedman have pointed out that the purpose of the amendment "is to correct the defect in our present structure under which democratically elected representatives vote larger expenditures than a majority of voters deem desirable." The message from the American people is loud and clear; they want a balanced budget amendment with tax limitation. The economists who agree with the common sense of the American people have also made a convincing case. Citizens for a Sound Economy stands ready to assist this subcommittee in restoring fiscal sanity by making the tax limitation/balanced budget amendment a reality. 5 APPENDIX Results from Citizens for a Sound Economy Foundation Roper Poll Released: January 25, 1989 Conducted: December 3-10, 1988 Methodology: The Roper Organization conducted personal, in-home interviews among a nationally representative sample of 1,947 adults, age 18 and over. Question: Some people have suggested a Constitutional amendment that would both require a balanced budget and limit the amount of tax increases Congress could pass, except in times of national crises. Would you favor or oppose such an amendment to the Constitution? Group %Yes %No Total 62 20 Gender Male 62 23 Female 63 17 Age Age 18-29 63 22 Age 30-44 63 20 Age 45-59 63 20 Age 60+ 61 18 Political Affiliation Democrats 61 22 Republicans 65 21 Independents 62 17 Political Ideology Conservatives 67 20 Moderates 63 16 Liberals 55 29 Other Demographic Blacks 62 22 Working Women 64 17 Union Members 67 20 OFFICE EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF management AND budget STATE WASHINGTON, D.C. 20503 THE DIRECTOR EMBARGOED FOR RELEASE UPON DELIVERY 8:00 p.m. EDT; MAY 1, 1990 KEEPING AMERICA FIRST: AMERICAN ROMANTICISM AND THE GLOBAL ECONOMY THE SECOND ANNUAL ALBERT H. GORDON LECTURE HARVARD UNIVERSITY DELIVERED BY RICHARD DARMAN DIRECTOR, OFFICE OF MANAGEMENT AND BUDGET Thank you very much. As always, it is a pleasure to return to Harvard. It is a special honor to follow the distinguished former Chairman of the Federal Reserve, Paul Volcker, and to present the second annual Gordon Lecture. I should note at the outset: I realize my choice of topic has done little to suggest a coherent theme for this lecture series. Where Paul Volcker delved with delight into the workings of a floating target zone system for international monetary policy, a Director of OMB now comes along and proposes to talk about American Romanticism. I must beg your forgiveness: If you had a job with an annual cash shortage of 150 billion dollars and an inherited debt of roughly 3 trillion dollars, I suspect you, too, might be inclined toward occasional distractions. Be that as it may, I suggest we might all enjoy this Lecture more if I spare you a detailed examination of the Federal Budget's 190,000 individual accounts. I will touch on the Budget, and the Volcker lecture, issue. in due course. But I propose to begin with a bit larger I. WHITHER THE AMERICAN ROMANCE The Race Track and the Lorelei (or America's Decline and the End of History) In fond memory of my days in the Yard, I put the issue as a question that could be the title of a freshman Humanities course: Whither the American Romance? For the moment, a large part of the answer seems to be coming from abroad. It is being played out by the recently-liberated nations of Panama and Nicaragua, and the newly-pluralistic parliaments of Eastern Europe. There, the romantic spirit is soaring. It is the same spirit as has shaped the American Romance: love of freedom, respect for individual rights, distrust of excessively-centralized authority, appreciation of markets, hope, optimism, a confident faith in the future, heroization of risk-taking and the pioneering spirit. Yet, there is a curious irony: As the American Romantic spirit expands in foreign lands, it is oddly quiescent here at home -- especially among the intelligentsia. And while many Americans lament that the U.S. may be losing its primacy to pro- growth Japan, anti-growth sentiment is also becoming fashionable. Confidence in the American pioneering spirit seems mixed, at best. In some respects, we seem to be becoming a risk-o-phobic society -- just when many of our historic risks are seen to be paying off. This has been an American Century. In World War I, Americans were not hesitant to exhibit their romantic enthusiasm. They were "making the world safe for democracy" -- as Americans would do again in World War II and in the subsequent battles to expand freedom, opportunity, and market-oriented progress. Yet now, much of America is strangely subdued. Some of this is the correct prudence of mature statesmen. Some is a discrete politeness. But in general, as history seems to be moving America's way, America is less than fully conscious of its own continuing primacy. U.S. opinion-leaders seem less than fully confident of America's vital destiny, its unique capacity to move the world toward new frontiers in the 21st century. If one asks where in America's cultural establishment is there visible representation of American Romanticism, one is hard-pressed to come up with an answer. The closest I have come is an exhibition now at the National Museum of American Art: the collected paintings of America's finest romanticist (and a native of nearby New Bedford), Albert Ryder. But though Ryder's work is still alive, it dates from the nineteenth century. And one wonders: In this time of pluralism's heroic advance, where is the domestic celebration of the compelling power and virtue of the American Idea? The cynicism and self-flagellation of the Vietnam and Watergate eras have passed. But the America-is-in-decline school is now intellectually fashionable. The fashion may have reached a peak with Paul Kennedy's recent best-seller, The Rise and Fall of the Great Powers. Yet it lingers with the likes of Mead's Moral Splendor: The American Empire in Transition (popularized in Harper's as "On the Road to Ruin") and Krugman's The Age of Diminishing Expectations (popularized in the Washington Post as "We're No. 3 -- So What?"). This defeatism remains current in the popular mind with the misguided conventional wisdom that "Japan is Number One. " Indeed, a recent cover of The Economist provides a pathetic commentary on the erosion of America's once-supremely-confident self-concept. It features a decrepit, hobbled Uncle Sam with this reminder as a caption: "Yes, you are the superpower." The only romantic American counterpoint of note is Fukayama's naive neo-Hegelian suggestion: that liberal Western ideology is now so evidently -- and inevitably -- triumphant that we are the fortunate witnesses to "the End of History." 2 One might try to fit these competing images of America's historical condition -- the defeatist and the naive -- within romantic frames. In doing so, one might recall two Ryder pictures. The America-in-decline school might be represented by "The Race Track," also known as "Death on a Pale Horse. II In it, a solitary white horse runs the wrong way on a deserted racetrack, with a ghostly skeletal reaper as its grim rider. The end-of-History school might be represented by "The Lorelei" -- the golden-haired maiden whose seductive siren song would distract naive sailors from attention to the whirlpool ahead. Unfortunately, these images are not exactly uplifting. Indeed, it would be rather depressing if, in fact, the choice were between an eerie race with death and a complacent drift toward the whirlpool. But, of course, the choice is not so bleak. America's range of possibility -- like Ryder's range of imagery -- is more hopeful and encouraging than the limited choice between The Race Track and The Lorelei. The problem is that realistic and romantically powerful images of hope have not yet been satisfactorily framed to define the American future. II. THE STRUGGLE FOR "GLOBAL MANAGEMENT" of Growth and Greenery (or Neo-Luddites: Making the World Safe for Green Vegetables) The problem is also that there are romantically powerful counter-images -- advanced by some who are opposed to the American Romantic Spirit. I have in mind one recent example: the picture of a simple, bucolic, blue-green planet -- untainted by competitive industrial advance, unmarked by "artificial" boundaries of competing nation-states. This is an alluring romantic image. It has understandable general appeal -- and was seen everywhere on Earth Day. But the natural appeal of such a romantic symbol may lend itself to abuse if its operational significance is determined by anti-growth activists seeking to lead the mass of so-called "greens.' Indeed, the currently fashionable green romance could turn rather blue if it is not advanced in a way that is consistent with the American Romance. Let me be clear: I do not mean to criticize the majority of self-styled greens. Nor do I criticize most environmentalists. My wife and children are environmentalists. The President is an environmentalist. Republicans and Democrats are environmentalists. Jane Fonda and the National Association of Manufacturers, Magic Johnson and Danny DeVito, Candice Bergen and The Golden Girls, Bugs Bunny and the cast of Cheers are all environmentalists. 3 Increasingly, we are all environmentalists. And in many respects, that is an important advance. In the main, environmentalism is benign and well-intended. Indeed, it would be irrational and ultimately self-defeating not to promote the efficient use of resources; to address legitimate needs for clean air, clean water, and a healthy biosphere; and to respect reasonably balanced aesthetic interests in natural preservation. There is a problem, however, in the very success of legitimate environmentalism. Because so many people are self-proclaimed "environmentalists," the label is no longer a meaningful defining characteristic. It is a green mask under which different faces of politico-economic ideology can hide. And now that East-West conflict is in decline, the green mask is one under which competing ideologies will continue their global struggle. From this perspective, one might identify two distinguishable faces of environmentalism: pro-growth, market-oriented, and pluralistic environmentalism, on the one hand -- a face consistent with the American Romance; and, on the other hand, anti-growth, command-and-control, centralistic environmentalism. The environment can and should be protected within a pluralistic, market-and-growth-oriented framework. But environmental interests should not be used as a false pretext for abandoning that framework. It would be a regrettable irony if just as the values of the American Romance were to triumph in the East-West struggle, they were to be lost in what some environmentalists like to term the struggle for "global management." Fortunately, this latter threat may well prove transitory. The practical and moral underpinnings of the more radical green "global management" regimes are unlikely to withstand unmasking: The "global" management perspective will prove at once too large and too small -- too large because free people will not be managed by a globally centralized regime in which the nation-state withers away; too small because pioneering people will not long be limited to traditional earthly bounds. The absolutist approach to environmental values will prove too rigid. Extremists will be met by demands for trade-offs. In efforts to protect existing species, humans will wish somehow to be counted along with turtles and owls (however attractive the latter). And, in a world of limited resources, proposed environmental investments for incremental human health benefits will have to compete. They will have to be justified in relation to the values of economic growth, and also in relation to competing claims for, say, health research, or maternal and child health care, or auto safety, or drug and alcohol abuse prevention. 4 Further, in the end, the radical, anti-growth green perspective will prove. too static. The needy of the world will not be helped by, and-will not settle for, a neo- Luddite attack on technological advance. More generally, the human spirit -- by definition -- will not be limited to an aspiration for "stasis." Americans did not fight and win the wars of the 20th century to make the world safe for green vegetables. The Volcker Lecture Revisited (or Managing Market-Oriented Pluralism) There is, however, still a problem for those who would fight for more than green vegetables and "global management. " For those who favor market-oriented growth, technological advance, pluralistic tolerance, and expanding opportunity -- along with responsible environmentalism -- the problem is this: the management of market-oriented pluralism is often too subtle and complex to capture the public imagination. It is often at a disadvantage in a simplistic competition among romantic images. Consider, for example, the subject of last year's Gordon Lecture. Paul Volcker was right to focus attention on the "G-5" (Group of Five) and the "G-7" (Group of Seven). These informal institutional arrangements are fundamental to the global management of market-oriented pluralism. Building on the 1986 Tokyo Summit communique, they have a major role to play in setting targets and in advancing economic growth, development, and the quality of life. Their importance has increased with the rise of interdependence and the decline of likely superpower military conflict. They are an essential complement to, and link between, multilateral economic institutions and independent nation-states. Their reach is far beyond international monetary policy -- to virtually all elements of economic policy. And through their connection with the Summit of Industrialized Nations, their reach extends to virtually all of the major international politico-economic issues. They are, essentially, an executive committee in the international management system for market-oriented democracies. Yet, they are largely unknown. They are unknown partly because they have chosen to avoid the spotlight and partly because much of their work is technical (even arcane). But even if they wished to be more visible, they would have an inherent disadvantage in the intense competition for media attention. Because they are not dirigiste, they cannot command dramatic leaps forward. Like market-oriented systems generally, they must inspire more by actual performance than by rhetorical promise. In the end, their power to reshape the world for the better depends on their capacity to deliver, and the power of positive example. 5 The Importance of Being Firstest (or Building the "City on a Hill") Within this framework, the same rule applies to the United States. America's power to shape the world for the better depends on its continuing capacity to deliver, and the inspirational quality of its example. This is one reason (among the many) that America must remain "Number One" -- in both perception and reality. In a world where symbols compete for popular appeal, America is itself a symbol. Its status and visibility -- its capacity to stir the imagination and deliver on its special promise -- have much to do with the relative appeal of market-oriented pluralism. The power of the American example is, thus, fundamental to the pace of human progress and the ultimate quality of human life. From its very founding, America has served as a beacon of hope, the proverbial "city on a hill. " Millions of immigrants have risked and sacrificed -- voted with their feet -- to reach this promised land. Millions and millions more have voted from afar with their hearts. And America has been worthy of the hope invested in her: -- America has successfully assimilated more of the world's richly diverse races, colors, creeds, and heritages than any nation on earth. -- The United States has grown -- almost miraculously -- from close to nothing at its post-colonial birth; to the largest economy on earth in its first century; on to dominant superpower status in its second century. In the process, America has created unrivaled opportunity for upward mobility, while providing a firm humanitarian safety net for those who might be left behind. -- In spite of the conventional strains of growth, America has preserved what is perhaps the greatest inheritance of natural beauty on the planet. -- And although insulated by two large oceans and continental self-sufficiency, America has engaged directly in the distant struggles for freedom, and the building of international institutions to promote human advancement and healthy development within all nations. This is an extraordinary record. Nonetheless, there is, among America-in-decline theorists, the sense that America's time has somehow passed; that Japan is (or is about to be) the new "Number One.' " Confidence in Japan's continuing rise toward the top is, of course, neither universal nor firm. In the face of Japan's recent market troubles, for example, Business Week's cover suddenly reversed its line and asked, "Japan: Can It Cope?" This overreaction to temporary setback was as misplaced as the previous overreactions to Japan's consistent advance. 6 But putting reactive fears and forecasts aside, it may be useful to pause for a few current facts. It is undeniable that Japan's post-War performance has been dramatically impressive. still, these points are at least noteworthy as a matter of perspective: -- The U.S. economy is still the largest, by far. It is more than double the size of Japan's. And although the U.S. economy is more mature than some rapidly-growing countries, the U.S. share of total world production has been rising (slightly), not falling. -- Although Japan's productivity growth rate has been higher than America's, U.S. productivity still leads the world, and is roughly a third higher than Japan's. -- Although Japan and Germany are close, the U.S. is the largest exporter of high technology products, and the largest exporter overall. -- The Japanese advantage in real long-term interest rates has recently been eliminated. -- And after adjusting for relative purchasing power, American income per capita is number one, more than a third higher than Japan's. The fact that Japan has been gaining, however, seems to have shaken America's self-confidence. To the extent that this stimulates a constructive competitive response -- and necessary domestic reinvigoration -- it can be useful. But self-confidence is fundamental to the American identity, just as a sense of special destiny is fundamental to America's self-concept. For America especially, if self-confidence is lost as primacy seems threatened, the loss could be a self-fulfilling cause of decline. So, given the importance of American primacy -- the real and symbolic power of the American example -- the question of practical, ideological, even spiritual, interest is: How can we keep America Number One? III. RENEWING THE AMERICAN SPIRIT BEYOND ALICE'S RESTAURANT (or Budgeting for a Superpower) Conventional wisdom suggests one place to start: reducing the U.S. fiscal deficit. There are both moral and practical reasons to attend to this: -- As a moral matter, the burden of debt being left to future generations is too high. Future generations are not here to represent themselves. And while the build-up of debt might be justified if it were financing investment in future growth and benefits, it is in fact being used for excessive current consumption. 7 -- As a practical matter, reducing the deficit is probably necessary to get interest rates satisfactorily down (in the context of continuing growth). And deficit-reduction is clearly desirable to reduce the risk of rates moving in the wrong direction. This is so partly because it is a view held by a strong faction within the Federal Reserve. It may also be true for market reasons. Japanese capital available for investment here may be contracting somewhat. European capital is looking more Eastward and inward. U.S. borrowing for the S&L mess is temporarily soaring. And there is, at some point, a limit to how much debt our capital markets can absorb on reasonable terms. -- Further, as a political matter, deficit reduction may be necessary to allow the governmental system to get beyond its current stalemate, on to the host of policy reforms that are necessary for America's future. For all these reasons, the conventional wisdom is correct: deficit reduction should be a high priority. But that said, there is one bit of related conventional wisdom that needs to be put in better perspective: the notion that raising taxes would solve the deficit problem. This is much too simplistic a presumption to be useful. The problem with Federal budgeting extends far beyond the issue of revenue. Any serious approach to the problem must address at least six additional issues: (1) The budget process must be reformed; and its fail-safe discipline must be strengthened. The current system simply cannot effectively control spending. Without reform, there can be no assurance that increased revenue would actually reduce the deficit. Indeed, in the current system, the likelihood is that it would not. (2) The rate of growth in automatic spending programs must be slowed. Entitlements and other "uncontrollable" expenditures are taking over the Federal budget. They have grown from less than 25 percent in President Kennedy's day to about 50 percent now. When combined with interest expenditures, they threaten to consume almost two-thirds of the budget -- leaving less and less room for discretionary initiative. This trend cannot be sustained. Reform of both major and minor "mandatory" programs is essential. (3) The pattern of federal expenditures must shift away from current consumption, toward investment in the future. This is related to the previous point. The growth of transfer payments must not be allowed to drive out necessary investment in infrastructure, research, and development. 8 (4) The growth of "hidden liabilities" -- now approaching 6 trillion dollars -- must be slowed and capped. The current budgeting system hardly gets at these at all. Credit subsidies are not properly accounted for. Risk-sharing is minimized. Exposure to loans, guarantees, potential insurance claims, and implicit obligations is largely unattended to. And the next round of avoidable S&L-like surprises is simply left to show when it will. (5) To the extent that new revenues are to be generated, they must not hamper healthy economic growth; indeed, they should be designed to encourage it. That means, for example, an emphasis on incentives for growth-oriented investment, and on user fees rather than increases in income taxes. (6) Finally, the Federal accounting system must be reformed to improve financial control and to encourage greater attention to the future. The current system is essentially a primitive cash budgeting system -- without satisfactory controls or audits; without accruals; without balance sheets; without a clear picture of assets, liabilities, returns on investment, or risks. It is arguably worse than the old city of New York's when New York went bankrupt. We have started to fix it. But basically, it is still the type of system one might associate with a 20-person restaurant, not with a superpower. The Federal budget in fact is (itself) larger than the economies of all countries except the United States, Japan and the Soviet Union. Yet one would sense that something is seriously amiss if one were to hear me as I walk down the old hall toward my office in the morning. Knowing what I know, I can't help whistling the Arlo Guthrie song from just west of here (Stockbridge), in the '60s: "You can get anything you want, at Alice's Restaurant." This really should not be what comes to an OMB Director's mind as he walks to work. When bipartisan negotiations on large-scale deficit reduction commence -- as necessarily they will -- one of my personal objectives will be to erase the image of the Federal budget as Alice's Restaurant! That will require serious action on all six of the issues to which I have just alluded. The political system has fooled around for just about long enough. It's time to get beyond conventional posturing and conventional wisdom about the deficit -- time to get down to serious work. 9 Beyond the Risk-o-phobic Society (or Ending the Fear of Flying) That said, let's suppose for a minute that the deficit problem were soon responsibly addressed. Would that suffice to assure the extension of the American Romance for yet another American Century? Clearly not. Deficit reduction in and of itself -- even if it is done right -- is hardly a romantic inspiration. There are, of course, additional issues on our economic agenda. Internationally, the U.S. can and should: open markets through the GATT and through bilateral negotiations; strengthen economic development through the IMF and the World Bank; assist emerging democracies in the process of transition; and help coordinate all this through the Groups of Five and Seven. Yet, though this is the stuff that one day may fulfill dreams, it is not -- in itself -- what dreams are made of. If we are to continue to lead the world toward achievement of its full potential, its higher mission, we must renew our own self-confidence and our pioneering spirit. Given the inspirational importance of the American Example, we must somehow do more to restore the American Romantic Spirit -- at home. Prudent risk-taking has been central to the American Romance. America was founded by risk-takers, expanded by risk- takers and led to the highest standard of living on earth by risk-takers. Now, we must renew the risk-taking capacities that historically have expanded so many frontiers. In the U.S.'s third century, we must counter the tendency to become a risk-o- phobic society. There is a near-limitless amount of pioneering work to be done -- on technological frontiers, physical frontiers, political frontiers, and social frontiers. But we must move the pioneering spirit toward the 21st century. -- In public policy-making generally, there must be more scientific and mathematical literacy, less "innumeracy." This would help dispel the misguided notion that we can or should eliminate all risks -- or that human welfare would be greater if we tried. The challenge, of course, is to manage risk more rationally, and to select the appropriate risks. -- In regulatory policy and the burgeoning range of publicly-subsidized insurance policies, we must give greater attention to the relationship among risks, costs, and rewards. (This sounds like an old Kennedy School ad!) If we were to regulate houses with the same principles we now apply to our food and air, for example, we would all have to live in single-story homes -- for fear of falling down stairs. 10 And while we undoubtedly need insurance programs, do we really need to design them to produce the likes of the S&L fiasco -- or even, say, the Federal crop insurance program: where we subsidize the premiums, then guarantee the insurance companies against losses, and then pay both the insured and uninsured when disaster strikes? Somehow we must get our basic thinking about risk straight. -- In social policy, we must allow ourselves -- encourage ourselves -- to be more innovative. Consider, for example, our approach to aging. The fear of medical adversity (and the support of a strong economy) have led the U.S. to the forefront of medical research. One reward is increasing lifespan. But as we continue this healthy advance, we will have to be more inventive in structuring ways for the rising population of older Americans to continue to work and contribute. To date, we've spent far more creative energy on preventing the downside of aging than on benefitting from the upside. -- or consider the other end of the life cycle: America's pre-college education system is an embarrassment. We have rightly committed to improve our standing internationally. But to meet our new goals, there will have to be a degree of innovation that approaches both technological revolution and cultural revolution in the American system of education. That cannot be achieved without a greater willingness to take risks. -- In R&D generally, we must be willing to invest more for the future. Our basic research remains the strongest in the world. But in applied civilian R&D, both the public and private sectors have shown a tendency to underinvest. This must be countered -- with stronger tax incentives for private applications, and direct public investment in generic applications. -- The recently-launched Hubble telescope might serve as a metaphor for a renewed spirit of basic exploration. But important for the understanding of the cosmos though it be, it is inadequate. A far better inspiration will be the manned missions to Mars and beyond -- to which President Bush committed America on the 20th anniversary of man's reaching the moon. These missions will involve more applied research. More imporantly, they will symbolize directly what is at the heart of the American Romance: Man is meant to pioneer, to explore, to expand, to advance, to reach and exceed new frontiers. In this land of the Wright brothers and The Right Stuff, we must get beyond the policy equivalent of the fear of flying. 11 Toilers on the Shining Sea (or Advancing Realistic Romanticism) Returning to Ryder's images: we don't have to look over our shoulder at an imaginary rider gaining on us in the race. And we should not be distracted by the allure of siren songs; there is serious navigation to be done. At its best, American Romanticism is a realistic romanticism (if you'll pardon what may seem a contradiction in terms). One might think of it as more like one of the often-copied Ryder marines. The most famous of these, perhaps, is "Toilers of the Sea." In it, the sea is dark. The boat is less than secure. But the moon is a bright and shining light. And with it as a guide, one senses, the toilers will reach the distant horizon. The distant horizon is where the American Romance is meant to take us. A budget may make some difference, like the state of provisions in a boat. But of larger interest must be: the light that serves as a guide, the Romantic dream, and the spirit that moves us to advance. We will get the deficit down. But as we do, we must not lose sight of the larger picture. We must -- with confidence -- continue to foster the policies of growth, the risk-taking of pioneers in all walks of life, and the Romantic Spirit that has given the world the better American Example. Thank you very much. 12