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FOIA Number: 2017-0364-F FOIA MARKER This is not a textual record. This is used as an administrative marker by the William J. Clinton Presidential Library Staff. Collection/Record Group: Clinton Presidential Records Subgroup/Office of Origin: Council of Economic Advisers Series/Staff Member: Laura D'Andrea Tyson Subseries: OA/ID Number: 5060 FolderID: Folder Title: NAFTA [North American Free Trade Agreement] [Folder 4] [4] Stack: Row: Section: Shelf: Position: S 20 6 11 2 Withdrawal/Redaction Sheet Clinton Library DOCUMENT NO. SUBJECT/TITLE DATE RESTRICTION AND TYPE 001. memo Sherman Robinson to Laura Tyson et al; re: NAFTA Failure 09/15/1993 P1/b(1) Scenarios (1 page) COLLECTION: Clinton Presidential Records Council of Economic Advisers Laura D'Andrea Tyson OA/Box Number: 5060 FOLDER TITLE: NAFTA [North American Free Trade Agreement] [Folder 4] [4] 2017-0364-F jp3829 RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P1 National Security Classified Information [(a)(1) of the PRA] b(1) National security classified information [(b)(1) of the FOIA] P2 Relating to the appointment to Federal office [(a)(2) of the PRA] b(2) Release would disclose internal personnel rules and practices of P3 Release would violate a Federal statute [(a)(3) of the PRA] an agency [(b)(2) of the FOIA] P4 Release would disclose trade secrets or confidential commercial or b(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] b(4) Release would disclose trade secrets or confidential or financial P5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] b(6) Release would constitute a clearly unwarranted invasion of P6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] b(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed b(8) Release would disclose information concerning the regulation of of gift. financial institutions [(b)(8) of the FOIA] PRM. Personal record misfile defined in accordance with 44 U.S.C. b(9) Release would disclose geological or geophysical information 2201(3). concerning wells [(b)(9) of the FOIA] RR. Document will be reviewed upon request. EXECUTIVE OFFICE OF THE PRESIDENT COUNCIL OF ECONOMIC ADVISERS WASHINGTON, D.C. 20500 THE CHAIRMAN October 8, 1993 MEMORANDUM FOR DORIS MATSUI RAHM EMMANUEL FROM: LAURA TYSON David Typen The attached news item by Chip Jones is a misrepresentation of some general remarks I made in response to a question on the changing composition of U. S. trade over time. He quotes me correctly as observing that we have moved out of the export of shoes, apparel and furniture over time and that our challenge is one of gradually moving the American workforce into more secure higher wage jobs. But as I recall, I certainly did not say that NAFTA would be bad news for Virginia's textile workers and others who make shoes and furniture. He took a large journalistic leap --and a misleading one--in moving from my general observations about the changing composition of U. S. trade--to his conclusion that thousands of Virginia jobs will be threatened by NAFTA. As usual in my remarks on NAFTA, I emphasized that there would be net job gain, tiny dislocations effects, and more high-wage opportunities for the American workforce. As far as Virginia's employment prospects in the furniture industry are concerned, it is important to emphasize that since virtually all U. S. furniture imports from Mexico already enter the United States duty free, NAFTA has little direct effect. On the other hand, both Mexico and Canada have tariffs on imports of furniture from the U. S. These tariffs are significant, and their removal should increase U. S. exports to Mexico significantly. Since 1986, when Mexico started lowering its tariffs unilaterally, U. S. exports of household furniture to Mexico have grown rapidly, as have furniture exports generally, In addition, U. S. imports of furniture from Mexico have also grown, so there has been an increase in two-way trade in household furniture with Mexico. The recent experience of a Virginia furniture manufacturer, Pulaski Furniture Corp is illustrative. "The Mexican market is extremely important to Pulaski Furniture. In fact, Mexico is the company's third largest market. The company's total export sales have skyrocketed over the past six years, growing by 78 percent to reach a total of $9.8 million in 1992. Approximately 10 percent of these sales are attributed to Mexico." 2 "Pulaski Furniture's Mexican sales directly support 250 U. S. jobs. In order to keep pace with Mexican demand, the company has increased its purchases of raw materials from its U. S. suppliers. These increased purchases support five more U. S. jobs within the company." -10-07-93 02:13PM TO 93956947 HF MH P002/002 TEL No. 2024294915 Oct 07.93 8:00 P.01 07. 93 10:36 PO2 482-3981 RICHMOND TIMES DISPATCH Would NAFTA September 30, 1993 affect Va. firms? KIVIN: WHAT IS GOING ON ?? Clinton adviser says prospects mixed BYCHIP JONES TOMES-DEEPATCH STAPP Warren is THARE same THING The proposed North American Free Trade Agreement would help Virginia's heavy industries but hurt wa SHOULD 00? the state's textile, apparel and funi- ture companies, the chalrwonian of President Clinton's Council a Eco- namic Advisers said yeaterday. Dr. Luitre Tyson said in a tele- phone news conference that NAFTA would boost Virginia companies that Job make transportation aquipment, in- dustrial. machinery, primary metals, plastics and chemicals. GIRAND She declined to name particular companies, but many of the Rich- mood area's major employers fit her description:- Reynolds Metale Co.: DuPosit Co. and AlliedSignal Corp. all - Nd4 make materials that have a variety of industrial uses. Lawrence A. Bossidy, chairman THE FORECAST. Dr. Lawa Yyses Brace Miller and chief executive office of Allied- esys the treaty would create jobs, Signal, has been 1 NAFTA booster. Bostidy, whose company has two American jobs by 1998. manufacturing plants and a research "Mexico is & very poor country, office Direton complex to Chesterfield County and but 00 1 per capita basis, Mexicans Hopewall, testified this month before buy more from the US" than the Industrial trade staff & House subcommittee on behalf of Japanese, she said. Last year, Maxi- the trade agreement. cane spent $450 per capita on U.S. Virginia Eas about 1,900 jobs that Importer the Japanase, $385. are supported by exports to Maxico, Trade /Developmot said Tyson, who added the total like- Tyson scknowledged that NAFTA bas been & hard sell in Congress. ty would increase # the trade agree- During last year's presidential race, ment is signed. Texas businessmen Rose Perot said Tyson acknowledged that NAFTA the trade agreement would create 1 would be bad news for the state's Donald Hadgen "sucking sound" of jobs leaving the 39,000 textile workers and thou. country. Labor unions also have op- sands of other people who makes posed the bill. 482-33461voice) 482 -3981 (fax) clothes, shoes and furniture. "We've moved out of the export of Faced with opposition, the Clintor shoes and apparel," said Tyson, a administration has been enlisting former economics professor at the support from the likes of Bossidy and University of Callfornia at Berkeley. former Chrysler chief Lee Incocca "Our challenge is to move people Former Virginia Gov. Gerald L into high-wage industries." Ballies also has lobbied for NAFT "High -tech" farniture By lowering the remaining trade and said recently that "the gian bacriers in Mexico, Tyson said, U.S. sucking sound you hear is most likel manufacturers will have more incom- the VACUUID of knowledge that to companies. give to keep plants in this country. many are eager to exploit." While some job sectors will be Gov. L. Douglas Wilder, a fallo hurt by NAFTA, Tynon said her pro- Democrat, has spoken against th jections show 1 net gain of 250,000 agreement. THE WHITE HOUSE WASHINGTON October 7, 1993 MEMORANDUM FOR LAURA TYSON From: Doris Matsui Subject: Recent Article on NAFTA As you might know, Public Liaison has been bringing in businesses from various industries to answer questions and build support around NAFTA. On Tuesday, representatives from the American Furniture Manufacturers Association (AFMA) were briefed by the Vice President, Secretary Bentsen and Bill Daley. They left the White House very excited to work on our behalf for NAFTA. However, the AFMA became very concerned after seeing a September 30 Richmond Times Dispatch article which indicates that NAFTA would hurt the furniture business. The AFMA is under the impression that the furniture business will not be affected by NAFTA. In an effort to respond to the AFMA's concern we need confirmation from you as to the effects of NAFTA on the furniture business. Please feel free to call me or have someone on your staff call me on this matter, 456-2930. Thank you for your help. CC: Tom O'Donnell RICHMOND TIMES DISPATCH Would NAFTA September 30, 1993 affect Va. firms? Clinton adviser says prospects mixed BY CHIP JONES TIMES-DESPATCH STAFF WRITER The proposed North American Free Trade Agreement would help Virginia's heavy industries but burt the state's textile. apparel and furni- ture companies, the chairwoman of President Clinton's Council of Eco- nomic Advisers said yesterday. Dr. Laura Tyeon said in a tele- phone news conference that NAFTA would boost Virginia companies that make transportation equipment. in- dustrial. machinery, primary metals, plastics and chemicals. She declined to name particular companies, but many of the Rich- mond area's major employers fit her description: Reynolds Metals Co., DuPosit Co. and AlliedSignal Corp. all FRAM make materials that have a variety of industrial uses. Lawrence A. Bossidy, chairman THE FORECAST. Dr. Lawn Types and chief executive office of Allied- says the treaty would create jobs, Signal, has been a NAFTA booster. Bossidy, whose company has two American jobs by 1998. manufacturing plants and & research "Mexico is a very poor country, complex in Chesterfield County and but on & per capita basis. Mexicans Hopewell, tastified this month before buy more from the U.S." than the a House subcommittee on behalf of Japanese, she said. Last year, Mari- the trade agreement. cans spent $450 per capita on U.S. Virginia has about 1,900 jobs that importe: the Japanese, $385. are supported by exports to Mexico, Tysen acknowledged that NAFTA said Tyson, who added the total like- bas been 4 hard sell in Congress. ly would increase If the trade agree- ment is signed. During last year's presidential race, Terms businessman Rose Perot said Tyson acknowledged that NAFTA the trade agreement would create a would be had news for the state's "sucking sound" of jobs leaving the 39,000 textile workers and thou- country. Labor unions also have op- sands of other people who makes posed the bill. clothes, shoes and furniture. "We've moved out of the export of Faced with opposition. the Clinton administration has been enlisting shoes and apparel," said Tyson, 8 former economics professor at the support from the likes of Bossidy and University of California at Barkeley. former Chrysler chief Lee Iscocca. "Our challenge is to move people Former Virginia Gov. Gerald L. into bigh-wage industries." Baliles also has lobbled for NAFTA By lowering the remaining trade and said recently that "the giant barriers in Mexico, Typon said, U.S. sucking sound you hear is most likely manufacturers will have more incon- the vacuum of knowledge that too tive to keep plants in this country. many are eager to exploit." While some job sectors will be Gov. L. Dougles Wilder, a fellow hurt by NAFTA, Tyson said her pro- Democrat, has spoken against the jections show a net gain of 250,000 agreement. THE WALL STREET JOURNAL THURSDAY, OCTOBER 7, 1993 Labor Take Note: Contrary to popular myth, wages and Not in the past 75 years has Mexico's working conditions have been moving elected leadership been SO staunchly and steadily upward in Mexico. From 1988 to outspokenly pro-U.S. If we drive Mexico Nafta Means Jobs 1992, real compensation for Mexican work- back into a shell of high tariffs and shel- ers rose 19.3%. Meanwhile, under Mexico's tered industries, our opportunity to seize economic solidarity pact, wage and price and shape the future may not recur. For U.S. Workers restraints have brought the annual infla- tion rate down dramatically-from a stag- Mr. Wright, a Texas Democrat, served in By JIM WRIGHT gering 150% to just over 5%. the House from 1955 to 1989. He was speaker What is best for America's working On Sunday, President Salinas an- from 1987 to 1989. men and women? That is the standard by nounced a 9.5% increase in the minimum which I judged literally hundreds of deci- wage, and productivity increases at Ford's sions over the 34 years I served in Con- three major production facilities as well as gress. A lifelong advocate of percolate-up elsewhere are boosting workers' buying economics, I have never believed in power this year by about 15%. trickle-down. A middle-income class is emerging in The buying power of this country's Mexico, SO long afflicted by extremes of wage earners is the oil that lubricates the wealth and poverty. The result is more and machinery of our national prosperity, and better customers for its own goods as well whatever promotes that end is in Amer- as ours. ica's best interest. Like it or not, our quality of life is On the basis of that fundamental phi- linked increasingly to the well-being of the losophy, I support the North American countries to our south. Halting the flow of Free Trade Agreement. After much study drugs depends upon the stability of gov- and more than 20 trips to Mexico in the ernments in Mexico, Colombia and else- past five years, I have concluded that where. And the only antidote to a tidal in- Nafta serves the long-term cause of Amer- flux of undocumented workers into our ican labor. country is the dramatic improvement of If the net impact of Nafta were to re- job opportunities in Mexico. duce jobs or depress wages in the U.S., Like many in Congress today, I hate that result would be bad for everyone. to see U.S. factories lured out of the U.S. What I see happening in Mexico tells me by cheap wages. The U.S. has already suf- the new relationship will create the re- fered that in the movement of plants to verse effect: lifting wages and conditions Singapore, Taiwan, Korea, Malaysia, even of work in Mexico while creating more jobs mainland China. To the extent corporate in both countries. heads are drawn to invest in other coun- tries, it is far better from our own selfish The following considerations support standpoint that those dollars go to Mexi- that conclusion: can or Canadian workers who spend a big- To create more jobs in today's world, ger share of their wages on American- PRESERVATION PHOTOCOPY the U.S. must export more. Automation made goods. and corporate downsizing are taking as * many as 10,000 jobs out of the marketplace Actually, with Nafta fully in place, each month. Without the artificial stimu- U.S. manufacturers will be less likely than lus of Cold War military spending, the U.S. at present to transfer production into Mex- cannot hope to sustain its pres level of ico. Take the automobile industry. For employment unless we sell more U.S.- years Mexico has arbitrarily limited the made goods abroad. importation of U.S.-made cars to only 1,000 Our natural outlet for exports is in the a year. With Nafta, that restriction will be growing markets of the Western Hemi- lifted. General Motors executive Bill Hog- sphere. Closer ties are in our economic in- land believes U.S. auto makers can quickly terest. With tight regional trading blocs sell one million U.S.-built cars in Mexico. developing in Europe and Asia, it makes That would equal about 15,000 more jobs in sense to close ranks with our neighbors to this country. the south. Or take computers, for which Mexico is Roughly 70 cents of every Mexican dol- our second largest export customer. Those lar spent on imports pays for U.S.-pro- sales came to $1.3 billion last year. Today duced wares. Clearly an economic revival the 20% import fees tempt companies like south of the border would expand the mar- IBM and Tandy to open plants in Mexico to kets for our products and increase job op- avoid the duty. Under Nafta, that import portunities in the U.S. charge will be phased out over five years. An old Mexican aphorism insists that The incentive to move U.S. production fa- whenever the U.S sneezes, Mexico comes cilities southward will disappear. down with pneumonia. The converse is The most important consideration is true as well. When Latin America falls into the backlash of disillusionment that will economic decline, it hurts us by drying up spread throughout Mexico and Latin markets for our manufactured goods. And America if the U.S. rejects Nafta. Our re- when Mexico prospers, we prosper. jection will be interpreted as embracing In just the past six years, U.S. trade the unfortunate stereotypical slurs of vocal with Mexico has more than tripled, to our treaty opponents who portray Mexicans country's benefit. In 1986, about 274,000 and their leaders as indolent, ignorant and U.S. wage earners were employed produc- corrupt. They are none of these. ing products for Mexican consumption. Last year, that figure had grown to almost 700,000. It is the healthiest trade surplus Labor are Note: working conditions have been moving elected leadership been SO staunchly and steadily upward in Mexico. From 1988 to outspokenly pro-U.S. If we drive Mexico Nafta Means Jobs 1992, real compensation for Mexican work- back into a shell of high tariffs and shel- ers rose 19.3%. Meanwhile, under Mexico's tered industries, our opportunity to seize economic solidarity pact, wage and price and shape the future may not recur. For U.S. Workers restraints have brought the annual infla- tion rate down dramatically-from a stag- Mr. Wright, a Texas Democrat, served in By JIM WRIGHT gering 150% to just over 5%. the House from 1955 to 1989. He was speaker What is best for America's working On Sunday, President Salinas an- from 1987 to 1989. men and women? That is the standard by nounced a 9.5% increase in the minimum which I judged literally hundreds of deci- wage, and productivity increases at Ford's sions over the 34 years I served in Con- three major production facilities as well as gress. A lifelong advocate of percolate-up elsewhere are boosting workers' buying economics, I have never believed in power this year by about 15%. trickle-down. A middle-income class is emerging in The buying power of this country's Mexico, SO long afflicted by extremes of wage earners is the oil that lubricates the wealth and poverty. The result is more and machinery of our national prosperity, and better customers for its own goods as well whatever promotes that end is in Amer- as ours. ica's best interest. Like it or not, our quality of life is On the basis of that fundamental phi- linked increasingly to the well-being of the losophy. I support the North American countries to our south. Halting the flow of Free Trade Agreement. After much study drugs depends upon the stability of gov- and more than 20 trips to Mexico in the ernments in Mexico, Colombia and else- past five years, I have concluded that where. And the only antidote to a tidal in- Nafta serves the long-term cause of Amer- flux of undocumented workers into our ican labor. country is the dramatic improvement of If the net impact of Nafta were to re- job opportunities in Mexico. duce jobs or depress wages in the U.S., Like many in Congress today, I hate that result would be bad for everyone. to see U.S. factories lured out of the U.S. What I see happening in Mexico tells me by cheap wages. The U.S. has already suf- the new relationship will create the re- fered that in the movement of plants to verse effect: lifting wages and conditions Singapore, Taiwan, Korea, Malaysia, even of work in Mexico while creating more jobs mainland China. To the extent corporate in both countries. heads are drawn to invest in other coun- * * * tries, it is far better from our own selfish The following considerations support standpoint that those dollars go to Mexi- that conclusion: can or Canadian workers who spend a big- To create more jobs in today's world, ger share of their wages on American- the U.S. must export more. Automation made goods. and corporate downsizing are taking as many as 10,000 jobs out of the marketplace Actually, with Nafta fully in place, PHOTOCOPY each month. Without the artificial stimu- U.S. manufacturers will be less likely than PRESERVATION lus of Cold War military spending, the U.S. at present to transfer production into Mex- cannot hope to sustain its pres level of ico. Take the automobile industry. For employment unless we sell more U.S. years Mexico has arbitrarily limited the made goods abroad. importation of U.S.-made cars to only 1,000 Our natural outlet for exports is in the a year. With Nafta, that restriction will be growing markets of the Western Hemi- lifted. General Motors executive Bill Hog- sphere. Closer ties are in our economic in- land believes U.S. auto makers can quickly terest. With tight regional trading blocs sell one million U.S.-built cars in Mexico. developing in Europe and Asia, it makes That would equal about 15,000 more jobs in sense to close ranks with our neighbors to this country. the south. Or take computers, for which Mexico is Roughly 70 cents of every Mexican dol- our second largest export customer. Those lar spent on imports pays for U.S.-pro- sales came to $1.3 billion last year. Today duced wares. Clearly an economic revival the 20% import fees tempt companies like south of the border would expand the mar- IBM and Tandy to open plants in Mexico to kets for our products and increase job op- avoid the duty. Under Nafta, that import portunities in the U.S. charge will be phased out over five years. An old Mexican aphorism insists that The incentive to move U.S. production fa- whenever the U.S sneezes, Mexico comes cilities southward will disappear. down with pneumonia. The converse is The most important consideration is true as well. When Latin America falls into the backlash of disillusionment that will economic decline, it hurts us by drying up spread throughout Mexico and Latin markets for our manufactured goods. And America if the U.S. rejects Nafta. Our re- when Mexico prospers, we prosper. jection will be interpreted as embracing In just the past six years, U.S. trade the unfortunate stereotypical slurs of vocal with Mexico has more than tripled, to our treaty opponents who portray Mexicans country's benefit. In 1986, about 274,000 and their leaders as indolent, ignorant and U.S. wage earners were employed produc- corrupt. They are none of these. ing products for Mexican consumption. Last year, that figure had grown to almost 700,000. It is the healthiest trade surplus we enjoy with any countrv. Withdrawal/Redaction Marker Clinton Library DOCUMENT NO. SUBJECT/TITLE DATE RESTRICTION AND TYPE 001. memo Sherman Robinson to Laura Tyson et al; re: NAFTA Failure 09/15/1993 P1/b(1) Scenarios (1 page) COLLECTION: Clinton Presidential Records Council of Economic Advisers Laura D'Andrea Tyson OA/Box Number: 5060 FOLDER TITLE: NAFTA [North American Free Trade Agreement] [Folder 4] [4] 2017-0364-F jp3829 RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P1 National Security Classified Information [(a)(1) of the PRA] b(1) National security classified information [(b)(1) of the FOIA] P2 Relating to the appointment to Federal office [(a)(2) of the PRA] b(2) Release would disclose internal personnel rules and practices of P3 Release would violate a Federal statute [(a)(3) of the PRA] an agency [(b)(2) of the FOIA] P4 Release would disclose trade secrets or confidential commercial or b(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] b(4) Release would disclose trade secrets or confidential or financial P5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] b(6) Release would constitute a clearly unwarranted invasion of P6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] b(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed b(8) Release would disclose information concerning the regulation of of gift. financial institutions [(b)(8) of the FOIA] PRM. Personal record misfile defined in accordance with 44 U.S.C. b(9) Release would disclose geological or geophysical information 2201(3). concerning wells [(b)(9) of the FOIA] RR. Document will be reviewed upon request. SINTESIS CUADRO 1.9 COMPARACION DE LOS RESULTADOS PRINCIPALES DE LAS PROYECCIONES 1993-1998 1993 1994 1995 1996 1997 1998 1 2 3 4 CRECIMIENTO DEL PIB(%) 5 6 Basica 2.3 3.8 4.2 5.5 5.9 5.8 7 Alternativa 1 2.9 5.0 5.3 6.6 6.8 6.5 8 Alternativa 2 1.9 2.7 3.9 5.1 5.3 5.2 9 Alternativa 3 1.7 1.9 3.0 4.0 4.3 4.1 10 Proyeccion Basica, Marzo 1993 2.5 4.6 4.8 5.9 6.1 5.9 11 12 PRECIOS AL CONSUMIDOR A FIN DE PERIODO(%) 13 14 Basica 8.7 9.4 9.2 9.1 8.8 8.0 15 Alternativa 1 8.5 8.9 7.6 7.3 7.1 6.7 16 Alternativa 2 9.5 12.3 11.8 12.1 11.8 11.5 17 Alternativa 3 9.8 13.8 13.2 13.6 13.1 12.8 18 Proyeccion Basica, Marzo 1993 9.3 10.5 9.7 9.5 8.9 7.8 19 20 TIPO DE CAMBIO A FIN DE PERIODO(%) 21 22 Basica 2.3 4.6 4.4 4.2 4.0 3.9 23 Alternativa 1 2.3 0.0 0.0 0.0 0.0 0.0 24 Alternativa 2 4.1 9.0 7.7 7.7 7.7 7.7 25 Alternativa 3 4.7 11.2 9.2 9.1 9.2 8.8 26 Proyeccion Basica, Marzo 1993 2.3 4.6 4.4 4.2 4.0 3.9 27 28 INVERSION PRIVADA(%) 29 30 Basica 10.7 12.7 12.5 13.1 13.4 12.7 31 Alternativa 1 11.9 14.3 14.4 15.0 15.1 13.7 32 Alternativa 2 9.2 10.4 12.0 12.7 13.0 12.4 33 Alternativa 3 7.9 8.1 10.7 11.8 12.2 11.6 34 Proyeccion Basica, Marzo 1993 11.2 13.5 13.2 13.1 13.1 11.5 35 36 EMPLEO TOTAL(%) 37 38 Basica -0.5 0.9 1.4 2.5 2.9 2.9 39 Alternativa 1 0.0 1.9 2.0 3.1 3.5 3.4 40 Alternativa 2 -0.7 0.0 1.1 2.2 2.5 2.6 41 Alternativa 3 -0.9 -0.6 0.7 1.5 1.9, 1.9 42 Proyeccion Basica, Marzo 1993 0.0 1.8 2.0 2.9 3.7, 3.5 43 44 GASTO PUBLICO TOTAL EN CUENTAS NACIONALES(%) 45 46 Basica 0.4 4.2 3.7 5.1 5.4 5.1 47 Alternativa 1 0.6 4.6 4.2 5.6 5.9 5.6 48 Alternativa 2 -0.2 3.8 3.1 4.5 4.8 4.5 49 Alternativa 3 -0.5 2.9 1.5 3.7 3.9 3.7 50 Proyeccion Basica, Marzo 1993 0.4 4.2 3.7 5.1 5.4 5.1 51 52 BALANZA EN CUENTA CORRIENTE(M. MILLONES DOLARES) 53 54 Basica -23.9 -27.0 -27.3 -28.1 -27.4 -24.8 55 Alternativa 1 -24.3 -28.3 -28.8 -29.6 -28.8 -26.4 56 Alternativa 2 -22.9 -23.8 -23.9 -24.7 -24.0 -21.3 57 Alternativa 3 -22.7 -21.9 -20.5 -17.9 -13.7 -8.7 58 Proyeccion Basica, Marzo 1993 -25.4 -29.0 -29,3 -29.8 -29.0 -25.7 59 60 BALANZA EN CUENTA DE CAPITAL(M. MILLONES DOLARES) 61 62 Basica 25.6 28.2 28.0 29.3 28.3 24.8 63 Alternativa 1 26.5 29.9 29.7 30.9 29.7 26.6 64 Alternativa 2 21.2 23.3 24.0 25.5 24.6 21.2 65 Alternativa 3 18.8 19.3 19.7 21.3 20.6 16.9 66 Proyeccion Basica, Marzo 1993 26.9 28.8 28.6 29.7 28.7 24.8 67 68 DEFICIT FINANCIERO/PIB NOMINAL 69 70 Basica -1.3 0.1 0.2 0.9 1.9 2.3 71 Alternativa 1 -1.4 0.2 0.3 0.7 1.7 2.1 72 Alternativa 2 -1.4 0.2 0.4 0.3 1.3 1.7 73 Alternativa 3 -1.4 0.1 0.3 0.2 1.1 1.5 74 Proyeccion Basica, Marzo 1993 -1.3 0.1 0.2 0.9 1.9 2.5 PREPARADA PARA LA LXXVIII JUNTA TRIMESTRAL DEL 14-16 DE JULIO DE 1993, AUSPICIADA POR LA DIRECCION GENERAL DE FOMENTO ECONOMICO DEL GOBIERNO DEL ESTADO DE CHIHUAHUA Y DESARROLLO ECONOMICO DEL ESTADO DE CHIHUAHUA. CHIHUAHUA, CHIH. CENTRO DE INVESTIGACION ECONOMETRICA DE MEXICO. 150 MONUMENT RD., SUITE 101, BALA CYNWYD, PA 19004. TELEFONO (215) 667-7740. PARA USO EXCLUSIVO DE LOS SUSCRIPTORES. PROHIBIDA LA REPRODUCCION TOTAL 0 PARCIAL, SIN AUTORIZACION ESCRITA PREVIA. 18 SERVICIO MACROECONOMICO DE CIEMEX-WEFA, JULIO 1993 SINTESIS CUADRO 1.8 PRINCIPALES MACROINDICADORES ALTERNATIVA 3 (CUADRO RESUMEN) 1990 1991 1992 1993 1994 1995 1996 1997 1998 1 2 Producto Interno Bruto 3 (*) 4 PIB Real (M.Mill.Pesos 1980) 5271.54 5462.73 5607.49 5704.10 5813.44 5990.05 6229.81 6498.55 5 6765.70 TASA (%) 4.4 3.6 2.6 1.7 1.9 3.0 4.0 6 4.3 4.1 7 Sector Primario 408.81 412.74 412.19 414.73 418.83 432.78 451.44 8 471.33 TASA (%) 5.9 491.69 1.0 -0.1 0.6 1.0 3.3 4.3 9 Sector Secundario 4.4 4.3 1738.50 1796.86 1846.57 1876.64 1921.40 1997.29 2086.99 10 2190.78 TASA (%) 2290.71 5.7 3.4 2.8 1.6 2.4 3.9 4.5 5.0 11 Sector Terciario 4.6 3124.23 3253.12 3354.16 3412.73 3473.21 3559.99 3691.38 3836.44 12 3983.29 TASA (%) 3.6 4.1 3.1 1.7 1.8 2.5 3.7 3.9 13 3.8 14 PIB en Dólares(M. Mill. Dólares) 244.51 287.74 334.35 383.38 420.51 458.38 512.74 572.17 15 635.79 TASA (%) 18.2 17.7 16.2 14.7 9.7 9.0 11.9 11.6 16 11.1 17 PIB Nominal (M.Mill.Pesos)(**) 686406 865166 1033224 1211731 1448002 1737788 2122229 2585081 18 3130230 TASA (%) 35.2 26.0 19.4 17.3 19.5 20.0 22.1 21.8 19 21.1 20 21 Oferta Monetaria 22 M1 (M. Mill. Ps) (**) 51048 112183 131221 150403 176351 207757 246296 292680 23 345710 TASA(%) 62.6 119.8 17.0 14.6 17.3 17.8 18.5 18.8 24 18.1 25 M4 (M. Mill. Ps) (**) 296419 387982 466112 551566 677065 826222 1024132 1280556 26 1585711 TASA(%) 46.4 30.9 20.1 18.3 22.8 22.0 24.0 25.0 27 23.8 28 Indices de Precios (1980=1.0) 29 30 Deflactor del PIB 130.2 158.4 184.3 212.4 249.1 290.1 340.7 31 397.8 462.7 TASA (%) 29.5 21.6 16.3 15.3 17.3 16.5 17.4 32 16.8 16.3 33 Consumidor Nacional 150.6 184.7 213.3 237.0 269.1 305.2 347.1 34 393.4 Promedio 443.3 TASA (%) 26.7 22.7 15.5 11.1 13.5 13.4 13.7 35 13.3 Fin de Período 12.7 TASA (%) 29.9 18.8 11.9 9.8 13.8 13.2 13.6 36 13.1 12.8 37 Mercado Cambiario (***) 38 39 Tipo Libre: (Compra-Venta) 40 Valor Promedio Anual 2838.36 3016.16 3094.08 3.1640 3.4468 3.7947 4.1428 41 4.5223 4.9280 TASA (%) 14.3 6.3 2.6 2.3 8.9 10.1 42 9.2 9.2 9.0 43 Valor Fin de Período 2943.15 3074.95 3118.65 3.2651 3.6301 3.9643 4.3267 44 4.7236 5.1381 TASA (%) 9.8 4.5 1.4 4.7 11.2 9.2 45 9.1 9.2 8.8 46 Sector Externo (M.Mill.Dols.) 47 48 Balanza Cuenta Corriente -7.114 -13.789 -22.809 -22.718 -21.909 -20.471 49 -17.965 -13.683 -8.658 50 Deuda Externa Total 101.859 104.828 98.915 105.498 112.128 118.220 51 125.085 130.935 135.043 Deuda Pública Externa Total 77.770 79.988 75.755 79.336 82.449 85.156 88.399 52 90.481 92.112 53 (*) 54 Sector Público (M.Mill Ps. 1980) 55 56 Gasto Público (Ctas. Nac.) 836.31 846.86 842.74 838.80 862.99 875.89 57 908.08 944.04 978.85 TASA (%) 5.4 1.3 -0.5 -0.5 2.9 1.5 58 3.7 4.0 Como porcentaje del PIB 3.7 59 Balance Financiero -3.9 1.8 3.4 1.4 -0.1 -0.3 60 -0.2 -1.1 Balance Económico Primario -1.5 6.6 8.4 8.5 5.8 4.4 3.6 61 2.6 1.3 0.8 62 63 Sector Laboral 64 Salario Medio Anual/Trab. 65 66 (****) 67 Nominal (Miles de Pesos) 7476.0 9406.8 11916.6 13309.1 15338.2 17667.5 68 20410.3 23508.0 26949.0 TASA (%) 29.1 25.8 26.7 11.7 15.2 69 15.2 15.5 15.2 14.6 70 Real (Indice 1980=1.0) 0.62 0.64 0.70 0.70 71 0.72 0.73 0.74 0.75 0.76 TASA (%) 1.9 2.6 9.7 0.5 1.5 72 1.6 1.6 1.6 1.7 73 Empleo (Mil.Personas) 74 75 Empleo Sector Formal 22.584 22.697 22.636 22.436 76 22.304 22.463 22.810 23.252 23.708 TASA (%) 1.1 0.5 -0.3 -0.9 -0.6 77 0.7 1.5 1.9 2.0 Desempleo Abierto (%) 8.3 8.3 8.7 9.7 10.9 11.7 12.3 12.8 13.2 PREPARADA PARA LA LXXVIII JUNTA TRIMESTRAL DEL 14-16 DE JULIO DE 1993, AUSPICIADA POR LA DIRECCION GENERAL DE FOMENTO ECONOMICO DEL GOBIERNO DEL ESTADO DE CHIHUAHUA Y DESARROLLO ECONOMICO DEL ESTADO DE CHIHUAHUA. CHIHUAHUA, CHIH. CENTRO DE INVESTIGACION ECONOMETRICA DE MEXICO. 150 MONUMENT RD., SUITE 101, BALA CYNWYD, PA 19004. TELEFONO (215) 667-7740. PARA USO EXCLUSIVO DE LOS SUSCRIPTORES. PROHIBIDA LA REPRODUCCION TOTAL 0 PARCIAL, SIN AUTORIZACION ESCRITA PREVIA. A PARTIR DE 1993:(*) MILL. DE PESOS NUEVOS 1980,(**) MILL. PESOS NUEVOS, (***) PESOS NUEVOS POR DOLAR, PESOS NUEVOS SERVICIO MACROECONOMICO DE CIEMEX-WEFA, JULIO 1993 17 SINTESIS CUADRO 1.5 PRINCIPALES MACROINDICADORES PROYECCION BASICA (CUADRO RESUMEN) 1990 1991 1992 1993 1994 1995 1996 1997 1998 1 2 Producto Interno Bruto 3 (*) 4 PIB Real (M.Mill.Pesos 1980) 5271.54 5462.73 5607.49 5738.56 5959.33 6212.35 6553.66 5 6941.16 TASA (%) 7344.52 4.4 3.6 2.6 2.3 3.8 4.2 5.5 6 5.9 5.8 7 Sector Primario 408.81 412.74 412.19 415.32 426.86 445.49 468.06 8 492.27 TASA (%) 518.04 5.9 1.0 -0.1 0.8 2.8 4.4 5.1 5.2 9 Sector Secundario 5.2 1738.50 1796.86 1846.57 1890.12 1972.98 2077.94 2207.52 2354.65 10 2502.94 TASA (%) 5.7 3.4 2.8 2.4 4.4 5.3 6.2 11 6.7 Sector Terciario 6.3 3124.23 3253.12 3354.16 3433.11 3559.49 3688.91 3878.07 12 4094.24 4323.54 TASA (%) 3.6 4.1 3.1 2.4 3.7 3.6 5.1 5.6 13 5.6 14 PIB en Dólares(M. Mill. Dólares) 244.51 287.74 334.35 383.85 433.71 485.24 547.95 622.96 15 706.12 TASA (%) 18.2 17.7 16.2 14.8 13.0 11.9 12.9 16 13.7 13.3 17 PIB Nominal (M.Mill.Pesos)(**) 686406 865166 1033224 1209597 1414180 1653058 1946870 2304332 18 2715086 TASA (%) 35.2 26.0 19.4 17.1 16.9 16.9 17.8 18.4 19 17.8 20 21 Oferta Monetaria 22 M1 (M. Mill. Ps) (**) 51048 112183 131221 149198 172201 198759 230230 267254 23 308004 TASA(%) 62.6 119.8 17.0 13.7 15.4 15.4 15.8 24 16.1 15.2 25 M4 (M. Mill. Ps) (**) 296419 387982 466112 545354 663794 794261 957754 1161019 26 1384407 TASA(%) 46.4 30.9 20.1 17.0 21.7 19.7 20.6 21.2 27 19.2 28 Indices de Precios (1980=1.0) 29 30 Deflactor del PIB 130.2 158.4 184.3 210.8 237.3 266.1 297.1 31 332.0 369.7 TASA (%) 29.5 21.6 16.3 14.4 12.6 12.1 11.6 32 11.8 11.4 33 Consumidor Nacional 150.6 184.7 213.3 234.2 256.6 281.1 307.3 335.0 34 Promedio 362.2 TASA (%) 26.7 22.7 15.5 9.8 9.5 9.5 9.3 35 9.0 Fin de Período 8.1 TASA (%) 29.9 18.8 11.9 8.7 9.4 9.2 9.1 36 8.8 8.0 37 Mercado Cambiario (***) 38 39 Tipo Libre: (Compra-Venta) 40 Valor Promedio Anual 2838.36 3016.16 3094.08 3.1549 3.2642 3.4102 3.5565 41 3.7026 3.8486 TASA (%) 14.3 6.3 2.6 2.0 3.5 4.5 4.3 4.1 42 3.9 43 Valor Fin de Período 2943.15 3074.95 3118.65 3.1915 3.3375 3.4835 3.6299 3.7759 44 3.9219 TASA (%) 9.8 4.5 1.4 2.3 4.6 4.4 4.2 45 4.0 3.9 46 Sector Externo (M.Mill.Dols.) 47 48 Balanza Cuenta Corriente -7.114 -13.789 -22.809 -23.902 -27.046 -27.338 -28.112 -27.359 49 -24.786 50 Deuda Externa Total 101.859 104.828 98.915 109.154 119.363 128.975 139.182 147.814 51 154.566 Deuda Pública Externa Total 77.770 79.988 75.755 81.109 85.752 89.681 94.155 97.267 99.882 52 53 (*) 54 Sector Público (M.Mill Ps. 1980) 55 56 Gasto Público (Ctas. Nac.) 836.31 846.86 842.74 846.45 881.85 914.12 960.41 1012.06 1063.56 57 TASA (%) 5.4 1.3 -0.5 0.4 4.2 3.7 5.1 5.4 58 5.1 Como porcentaje del PIB 59 Balance Financiero -3.9 1.8 3.4 1.3 -0.1 -0.2 -0.9 -1.9 -2.3 60 Balance Económico Primario 6.6 8.4 8.5 5.4 3.8 2.8 1.4 0.1 -0.3 61 62 63 Sector Laboral 64 Salario Medio Anual/Trab. 65 66 (****) 67 Nominal (Miles de Pesos) 7476.0 9406.8 11916.6 13265.0 14895.3 16748.5 18844.0 21166.8 23625.9 68 TASA (%) 29.1 25.8 26.7 11.3 12.3 12.4 12.5 12.3 11.6 69 70 Real (Indice 1980=1.0) 0.62 0.64 0.70 0.71 0.73 0.75 0.77 0.79 0.82 71 TASA (%) 1.9 2.6 9.7 1.4 2.5 2.6 2.9 3.0 3.3 72 73 Empleo (Mil.Personas) 74 75 Empleo Sector Formal 22.584 22.697 22.636 22.525 22.726 23.037 23.604 24.285 24.990 76 TASA (%) 1.1 0.5 -0.3 -0.5 0.9 1.4 2.5 2.9 2.9 77 Desempleo Abierto (%) 8.3 8.3 8.7 9.6 10.4 11.0 11.3 11.5 11.6 PREPARADA PARA LA LXXVIII JUNTA TRIMESTRAL DEL 14-16 DE JULIO DE 1993, AUSPICIADA POR LA DIRECCION GENERAL DE FOMENTO ECONOMICO DEL GOBIERNO DEL ESTADO DE CHIHUAHUA Y DESARROLLO ECONOMICO DEL ESTADO DE CHIHUAHUA. CHIHUAHUA, CHIH. CENTRO DE INVESTIGACION ECONOMETRICA DE MEXICO. 150 MONUMENT RD., SUITE 101, BALA CYNWYD, PA 19004. TELEFONO (215) 667-7740. PARA USO EXCLUSIVO DE LOS SUSCRIPTORES. PROHIBIDA LA REPRODUCCIÓN TOTAL o PARCIAL, SIN AUTORIZACION ESCRITA PREVIA. A PARTIR DE 1993:(*) MILL. DE PESOS NUEVOS 1980, (**) MILL. PESOS NUEVOS, PESOS NUEVOS POR DOLAR, PESOS NUEVOS 14 SERVICIO MACROECONOMICO DE CIEMEX-WEFA, JULIO 1993 Long-Term Outlook for the Mexican Economy With and Without a NAFTA* Lucinda Vargas This analysis of NAFTA's Impact on the Mexican economy covers the period 1992-2002 and is based on results obtained from CIEMEX-WEFA's econometric model of Mexico. An alternative scenario considers Mexico's economic outlook under the assumption that a NAFTA does not materialize. The purpose of looking at Mexico's economic future with and without a NAFTA is to evaluate quantitatively the solidness of the Mexican economy in the absence of the much-awalted free-trade deal between Mexico and its developed-country counterparts in North America. Thus, this analysis attempts to address the following question: If the NAFTA does not come through, will Mexico still be an attractive and healthy economy 10 years from now? Scenario With NAFTA a NAFTA makes capital markets react negatively, forcing the authorities to take a more flexible stance The anticipation and materialization of a NAFTA - on exchange rate policy. After this immediate effect, which we assume will be ratified in mid-1993 and however, the absence of a NAFTA does not prove implemented in 1994 - has a favorable impact on catastrophic for Mexico. Investment flows resume an Mexico. A NAFTA allows for a dynamic pattern of upward trend, though their levels are below those capital inflows, pushing economic growth to rates achieved with a NAFTA. Still, the economy without a above 5%, on average, during the period NAFTA manages to show a healthy average annual 1992-2002. In addition, a NAFTA helps in the anti-in- growth rate of 4.2% during 1992-2002. Inflation, flation effort, as the inflation rate is finally brought though not reduced to the single-digit range as in a down to single digits. In essence, a NAFTA facilitates NAFTA scenario, registers a low-two-digit rate. the achievement of Mexico's twin goals: high, sustained economic growth and price stability. Forecast Highlights: A Comparison Scenario Without NAFTA of the Two Scenarios The forecast results for the NAFTA and no-NAFTA A no-NAFTA scenario considers the possibility of an scenarios are summarized in Table 3.1. Some high- unfavorable U.S. congressional vote on the agree- lights are as follows: ment. Although we assign only a slight probability to this event (20%), analyzing a Mexico without a Growth. With a NAFTA, real GDP registers a 5.4% NAFTA allows us to see just how solid the economic annual average growth rate during 1992-2002. The fundamentals are in the absence of what seems a corresponding growth rate without a NAFTA is 4.2%, key and final step in Mexico's restructuring and or 1.2% below the NAFTA scenario. So although economic liberalization process. higher growth results through a NAFTA, Mexico still grows at respectable rates without a NAFTA. How- Mexico would undoubtedly face some short-term ever, if the 1.2% annual difference between the two obstacles if a NAFTA is rejected. Initially, the lack of "Presentation given on June 25, 1992, at the Univesity of Texas at Austin, as part of the Mexican Business Program seminar series organized by the University of Texas at Austin and the Instituto Tecnolgico y de Estudios Superiores de Monterrey-Maxico City campus. THE WEFA GROUP FEBRUARY 1993 U.S. ECONOMIC OUTLOOK SPECIAL REPORTS Table 3.1 The NAFTA's Macro Impact on the Mexican Economy, 1992-2002(1) average annual rates Without NAFTA With NAFTA Difference Real GDP (%) 4.2 5.4 1.2 Consumer Price Index (%) 14.5 9.7 -4.8 Private Investment (%) 9.6 10.7 1.1 Foreign Direct Investment (billion dollars) 6.0 9.2 3.2 Three-month Mexican Treasury Bills (%) 18.3 13.0 -5.3 Nonoil Merchandise Exports (%) 12.9 14.7 1.8 Merchandise (%) 8.3 10.4 2.1 Current Account (billion dollars) -10.7 -14.9 4.2 Capital Account (billion dollars) 10.6 14.7 4.1 Deported Mexican Workers 1,586 1,289 -297 (Thousands) (2) Undocumented Mexican Migration 3,172 2,578 -594 (Thousands) (2) and (3) Notes: (1) Assumes the implementation of the NAFTA in early 1994. Includes a ten year gradual removal of tariff and nontariff barriers. Increases in foreign direct Investment flows are assumed to be channeled to export-oriented industries. (2) At the end of 2002. (3) Based on the assumption that, for every Mexican deported, two enter the U.S. Megally. Preliminary estimates, not to be reproduced or quoted without prior written permission. scenarios is accumulated over the 10-year period continue through 1993. The buy rate, which has 1992-2002, the NAFTA allows for a real GDP level been fixed at 3051.20 pesos per dollar since Novem- 12% higher by 2002 than that achieved without a ber 1991, will remain unaltered this year. Exchange NAFTA. rate policy will turn more flexible only in 1994, when the buy rate will join the sell rate in experiencing a Inflation. The much-hoped-for single-digit inflation 40-centavo daily slide against the dollar (which will rate is achieved (though barely) with a NAFTA, as then, in "new" peso terms, be equivalent to 4 the average annual increase in the price level totals one-hundreths of a centavo). This move will coin- 9.7% during 1992-2002. Without a NAFTA, it be- cide with the initiation of the NAFTA. In the event the comes harder to bring prices below the two-digit NAFTA is rejected, a reduction in capital inflows, and rate since the NAFTA's absence takes away some of consequently in international reserves, is expected the downward pressure on prices derived from at the time of such an announcement at midyear. greater import competition. Still, even without a These developments will place pressure on ex- NAFTA, Mexico is able to manage a somewhat low change rate policy, and the authorities react by two-digit inflation rate, 14.5%. widening the peso's flotation band for both the buy and sell rates: the daily rate of depreciation is Exchange Rate. With a NAFTA, our assumption for raised to 80 centavos as of July 1993. foreign exchange rate policy is that the 40-centavo- per-day depreciation of the peso's sell rate will 3.2 THE WEFA GROUP FEBRUARY 1993 U.S. ECONOMIC OUTLOOK SPECIAL REPORTS Private Investment. During 1992-2002, the average affords multiple opportunities, even if those opportu- annual growth of private investment is 10.7% with a nities do not come via a NAFTA. NAFTA and 9.6% without a NAFTA. As with real GDP growth, the situation for private investment is more Three-Month CETES (Mexican Treasury Bills). A attractive with a NAFTA, yet it's by no means NAFTA allows for lower real rates of interest. Three- disastrous without a NAFTA. Under the no-NAFTA month CETES will average a real rate of 3.3% on an scenario, news of a NAFTA rejection does bring a annual basis during 1992-2002 under a NAFTA sce- brief downturn in investment (1993-94). However, nario. Without a NAFTA, the rate is a higher 3.8%. investment thereafter resumes a positive trend, Essentially, two developments under a NAFTA pro- albeit at rates lower than under the NAFTA scenario. duce a situation of lower real interest rates. First, the NAFTA will bring greater competition from for- Foreign Direct Investment. Focusing on the foreign eign financial institutions, pushing the cost of money direct investment component of private investment, downward. Second, NAFTA generates greater cer- we find that the NAFTA, once again, acts as a tainty and confidence among economic agents, who catalyst to spur foreign direct investment to annual perceive Mexico as a lower investment than in a levels higher than would otherwise be. With a no-NAFTA situation. Consequently, the interest NAFTA, foreign direct investment levels average rate, or premium, that Mexico would have to pay $9.2 billion a year during 1992-2002, while without a investors is lower in the NAFTA case. NAFTA, the average level is a lower $6.0 billion. Although foreign direct investment does experience Nonoil Merchandise Exports. A more dynamic a short-term dip in the no-NAFTA scenario - falling growth trend is expected for nonoil merchandise from a level of $4.38 billion in 1992 to $3.44 billion in exports with a NAFTA than without. This export 1993 and $3.80 billion in 1994 - it recovers begin- subcategory is expected to average 14.7% growth ning in 1995, when the level goes back up to $4.28 per year during 1992-2002 with a NAFTA versus billion. 12.9% growth without a NAFTA. The 1.8% differential between the two cases is minimal, however. In the Moreover, the $6 billion average for foreign direct absence of a NAFTA, Mexico is still expected to work investment achieved over the long term in the no- toward promoting its exports. First, the industrial NAFTA scenario reflects an improvement relative to reconversion currently under way will continue, es- the foreign direct investment picture of recent tablishing a more competitive and export-oriented years. For example, during 1989-91 - the first three production structure in Mexico regardless of NAFTA years of the Salinas administration - foreign invest- developments. Also, foreign exchange rate policy is ment rose to an average level of $3.9 billion a year. expected to be more flexible without a NAFTA, as Comparing the foreign direct investment picture the authorities will be careful to maintain Mexico's without a NAFTA against a greater historical per- export competitiveness. spective, the no-NAFTA scenario shows an average level four times higher than the $1.5 billion annual Merchandise Imports. As expected, a NAFTA allows average recorded during 1983-88. Thus, even if for a greater penetration of imports. Average growth Mexico is unable to consolidate its trade opening of merchandise imports is 10.4% per year during with a full-fledged free-trade agreement with its 1992-2002 under a NAFTA. Without a NAFTA, North American partners, the substantial unilateral growth is in single digits, 8.3%, as the lower eco- trade opening Mexico has undertaken so far has nomic growth resulting from this scenario dampens already produced the positive reaction expected the country's ability to import. Also, without a from foreign investors. In addition, a no-NAFTA NAFTA, imports are not expected to flow in as easily scenario still assumes a trajectory of freer trade and since existing tariffs would probably be preserved or investment measures - that is, a further opening would take longer to be reduced or eliminated. relative to the current situation. For instance, a new and more open foreign investment law will come to Current Account. The more dynamic performance of imports in the NAFTA scenario brings about a pass even if a NAFTA doesn't. Thus, foreign inves- tors should still be attracted to a scenario that higher current account deficit. Thus, while the cur- THE WEFA GROUP FEBRUARY 1993 U.S. ECONOMIC OUTLOOK 3.3 SPECIAL REPORTS rent account deficit averages an annual level of mented Mexicans in the United States. The assump- $14.9 billion with a NAFTA, the deficit without a tion on migration incorporated into our model is NAFTA is lower at $10.7 billion. based on 1977 estimates by U.S. immigration offi- cials, who claim that for every apprehension of an Capital Account. The NAFTA spells out a more open illegal alien, two more succeed in entering the trade and investment picture for Mexico. Although country. Mexico without a NAFTA is still expected to pursue a relatively open trade and investment route, a NAFTA adds a guarantee for investors that makes them Sectoral Impact more confident of the permanence of any new The question is often raised as to which sectors will measures. Thus, the higher investment levels (es- be the winners and losers in a NAFTA scenario. Our pecially foreign) expected with a NAFTA generates a simulations have considered the following aggre- higher surplus in the capital account. Whereas the gated sectors: agriculture, forestry, and fisheries; NAFTA case shows an average $14.7 billion capital mining; manufacturing; construction; electricity; account surplus per year during 1992-2002, the commerce (wholesale/retail trade): transportation case without a NAFTA shows a lower average level and communications; financial services; and social of $10.6 billion per year. In both cases, however, a services. Manufacturing, in turn, is subdivided into "sufficient" surplus in the capital account finances eight subsectors: food, beverages, and tobacco; the current account deficit. textiles and apparel; lumber and wood products: Migration. A final impact considered in these NAFTA paper and paper products; chemicals; nonmetallic minerals; basic metals; and machinery and equip- simulations was that on Mexican migration to the ment. United States. Although migration is not directly addressed in the negotiated agreement, there are Although the model fails to capture the NAFTA's full migration implications behind the agreement. Essen- impact on these sectors (it does not consider inter- tially, the flow of illegal immigrants from Mexico into industry relationships and gains from specialization the United States is expected to be reduced by a and efficiency), it does capture the effects on pro- NAFTA. Mexican authorities have repeatedly stated duction of the added investment and trade flows that they are pursuing a NAFTA because it will implied by NAFTA for each sector. Table 3.2 gives improve employment opportunities at home and the performance of sectoral GDP with and without raise the general population's standard of living. It is NAFTA over the period 1992-2002. Two groups can because of the limited employment opportunities be identified here: those that gain either more than existing in Mexico relative to the size of its growing or less than the 1.2% rate of additional GDP growth work force, and also because of the low wages in provided by a NAFTA. Those sectors that gain above the country, that a sizable migration from Mexico to 1.2% can be labeled larger winners; those that gain the U.S. has been the rule over the years. at 1.2% or less can be labeled smaller winners. Thus, our simulations do not show any sectors as A faster-growing economy with a NAFTA than with- out translates into more job opportunities in Mexico long-term losers if NAFTA is in place. and, consequently, into a decreased possibility that Certainly in the short term the NAFTA will mean workers will flow across the border. Our forecast contractions in production for some sectors owing to results show that net migration from Mexico to the greater import competition and continued restructur- United States would indeed be reduced with a ing: yet our long-term view suggests that the NAFTA in place, by about 60,000 persons annually NAFTA's ultimate impact on all sectors will be posi- during 1992-2002. This means that by the year tive, since virtually all exhibit higher production 2002. there will be nearly 600,000 fewer undocu- growth rates with a NAFTA than without. 3.4 THE WEFA GROUP FEBRUARY 1993 U.S. ECONOMIC OUTLOOK SPECIAL REPORTS Table 3.2 Sectoral GDP: Large and Small Winners (No Losers) average annual rates, 192-2002 Without NAFTA With NAFTA Difference Basic Metais 4.3 6.3 2.0 Construction 6.3 8.2 1.9 Machinery & Equipment 7.3 8.9 1.6 Transportation & Communication 5.6 7.1 1.5 Financial Services 4.6 6.1 1.5 Commerce 5.2 6.6 1.4 Agriculture, Forestry & Fishing 4.2 5.5 1.3 Electricity 6.4 7.7 1.3 Lumber & Wood Products 3.2 4.3 1.3 Paper & Paper Products 3.7 4.7 1.0 Nonmetallic Minerals 5.2 6.3 1.1 Mining 3.2 4.0 0.8 Textiles & Apparel 4.4 5.2 0.8 Social Services 2.8 3.6 0.8 Food, Beverages, & Tobacco 3.8 4.4 0.6 Chemicals 4.4 5.0 0.6 Conclusion on the conservative side are the gains derived from North American specialization rather than just Mexi- Our long-term simulation results point to NAFTA's can specialization, as well as the greater domestic favorable impact on the Mexican economy. Growth, savings that would be forthcoming under a more investment, and trade are higher with NAFTA than open and competitive financial system. without, while inflation is lower. GDP by sector is also pushed to higher rates with the NAFTA in place. Just as we see that the NAFTA has a favorable Given that our model does not incorporate the impact on the Mexican economy in the long term, dynamic effects of specialization gains, we feel that we see also that the absence of a NAFTA does not our results are on the conservative side. In other prove catastrophic for Mexico. Without a NAFTA, the words, our estimates should be taken as the lower country is still able to achieve respectable growth limits of any production gains achieved through rates with a relatively stable price level. Although NAFTA. investment and trade proceed less dynamically than with a NAFTA, they also still manage important The same holds true for our assumption regarding growth rates without a NAFTA. in answer to the capital flows. These flows may end up higher than question posed at the beginning of this analysis, if what we have estimated here, and therefore even the NAFTA does not come through, Mexico will still more positive results would be the case for the be an attractive and healthy economy ten years general numbers. Other factors keeping our results from now. THE WEFA GROUP FEBRUARY 1993 U.S. ECONOMIC OUTLOOK 3.5 SEP-15-93 WED 16:26 NVCA FAX NO. 17033515268 P.01 NAFTA NATIONAL VENTURE CAPITAL ASSOCIATION 1655 North Fort Myer Drive LOT Suite 700 Arlington, Virginia 22209 Tel.: 703/351-5269 Fax: 703/351-5268 CCi Sherman FACSIMILE TRANSMISSION 9-15-93 'DATE: FROM: Dan Kingsley ATTENTION OF: Laura D'Andrea Jyson COMPANY: national Economic ouncil FAX NUMBER: 395-6947 OFFICE NUMBER 395-5042 NUMBER OF PAGES INCLUDING COVER SHEET: 4 SHOULD YOU ENCOUNTER ANY TRANSMISSION PROBLEMS, CALL 703/351-5267. FYI SEP-15-93 WED 16:27 NVCA FAX NO. 17033515268 P.02 NATIONAL VENTURE CAPITAL ASSOCIATION 1655 North Fort Myer Drive Suite 700 Arlington, Virginia 22209 Tel.: 703/351-5269 Fax: 703/351-5268 September 13, 1993 William J. Clinton President of the United States The White House 1600 Pennsylvania Avenue, N.W. Washington, DC 20500 Dear President Clinton: I want to tell you how much, both personally and as President of the National Venture Capital Association, I enjoyed having lunch with you on September 8. Your willingness to share with us your goals on both NAFTA and health care was very much appreciated, as was your interest in our concerns. The NVCA membership recognizes that the targeted capital gains initiative is a reality because of your determination to see it incorporated into the final reconciliation bill. As I mentioned at the luncheon, however, the corrective amendment relating to Section 212 expenses was not made part of the bill even though both the House and Senate approved this change in the 1992 tax bill and it continues to be a "noncontroversial and revenue neutral issue." Incorporation of the Section 212 change in your upcoming budget would cure this problem. The second item I spoke with you about was the recent exposure draft from the Financial and Accounting Standards Board concerning the accounting treatment of stock options. I cannot stress how important this issue is to the companies we finance. the very companies which are generating jobs in America today. FASB's proposed accounting rules will significantly reduce the amount of stock options granted to employees in growing companies and will be a serious impediment to their growth and their ability to create additional jobs. This clearly is contrary to your Administration's policy, nor is it necessary. When seven men in Connecticut, FASB, have one view of the world and the accounting firms, companies, stockholders and venture capitalists have a different view, I'm not sure you can call the result "generally accepted accounting principles" (GAAP). FASB is virtually independent, but the Securities and Exchange Commission can and should overturn FASB pronouncements which are irresponsible and damaging to this country. We need high level White House support on this crucial issue and hope that you will designate a member of your senior staff to see that this problem is resolved. SEP-15-93 WED 16:27 NVCA FAX NO. 17033515268 P. 03 September 13, 1993 Page Two Your vision for the United States is one of change and growth. Entrepreneurs and venture capitalists are agents of such change to create growth. Let's not let FASB make us take two steps back to move one step forward. Again, thank you for your time. As a result of our talk, we have taken action to support you on NAFTA. Sincerely, NATIONAL VENTURE CAPITAL ASSOCIATION William P. P.Egan William P. Egan President SEP-15-93 WED 16:28 NVCA FAX NO. 17033515268 P. 04 September 17, 1993 American Entrepreneurs for Economic Growth (AEEG) ACTION ALERT Notify Your Senators and Congressmen to Support the North American Free Trade Agreement (NAFTA) FROM: well Edward R. McCracken Rolint Elkura Robert N. Elkins President and CEO, Silicon Graphics Chairman and CEO, Integrated Health Services Co-Chairmen, American Entrepreneurs for Economic Growth ACTION REQUESTED: Urge the Senators and Congressmen where your business, where your employees and where you reside to support the North American Free Trade Agreement. Addressing Correspondence: To a Senator: To a Representative: The Honorable (name) The Honorable (name) United States Senate U.S. House Of Representatives Washington, DC 20510 Washington, DC 20515 Dear Senator : Dear Congressman : BACKGROUND: A very large percentage of entrepreneurs support the idea of free trade. Anything that unleashes entrepreneurs to do what they do best create jobs, produce innovative products and services, and locate new and changing markets is good. The elimination of trade and investment barriers among Canada, Mexico and the United States will create a strategic economic alliance and the largest and richest market in the world. Canada and Mexico are top U.S. customers, accounting for 30 percent of total U.S. exports. This year Mexico surpassed Japan as the second largest market for U.S. manufactured exports. Canada is our largest market. NAFTA recognizes the increasing integration of the North American economies and removes barriers to trade and investment growth. Market access will be increased as Mexico will immediately eliminate tariffs on nearly 50% of all industrial goods imported from the U.S., including highly valued machine tools, medical equipment and electronic equipment. Simultaneously, NAFTA provisions provide timely, effective relief to American workers and firms needing time to adjust to imports from Mexico and Canada. This agreement also will promote export-driven growth in America's high technology sector by providing the highest standards of protection for intellectual property - patents, trademarks, copyrights and trade secrets - available in any bilateral or international agreement. A majority of Republican Senators and Congressmen support NAFTA. The Clinton Administration also favors the agreement. However, it is very uncertain at this juncture whether there are enough votes, particularly in the House of Representatives, to secure passage of NAFTA. Thus, your initiative in writing your Senators and Congressmen is extremely important. American Entrepreneurs for Economic Growth (AEEG) 1655 North Fort Myer Drive Suite 700 Arlington, Virginia 22209 351-5269 Contact: Mark Heesen or Teresa Kelley 450 per copins Mexus - more Tun MEMORANDUM COUNCIL OF ECONOMIC ADVISERS more afflent Ju September 9, 1993 Ey washes correrer TO: LAURA TYSON ALAN BLINDER by fun US JOE STIGLITZ FROM: SHERMAN ROBINSON SUBJECT: Talking Points for NAFTA Cabinet Briefing Laura is scheduled to talk about "The Economic Imperative of NAFTA" along with Bob Rubin at a Cabinet Meeting tomorrow. A few talking points: NAFTA is a trade agreement. It opens up Mexican markets to U.S. exports and U.S. markets to Mexican exports. Currently, Mexican import protection levels are much higher than U.S. levels -about 2.5 times as high (4% compared to 10%, not counting import quotas which are more pervasive in Mexico). NAFTA is part of a process of globalization of production that has been going on for decades and is very much in the economic interests of the U.S. Since WW II, the U.S. has consistently supported the achievement of an open, multilateral trading system through various rounds of GATT negotiations, the formation of the U.S.-Canada free trade agreement, and the evolution of the European Common Market. The experience of the last half-century indicates that these policies have been extremely successful. World trade has increased enormously, and trade has been a major "engine of growth" for the world economy. Contrast this period with the 1930s where protectionism exacerbated and helped spread the great depression. specialy a two And now D NAFTA is consistent with our support of a liberalized world trading system under GATT. The idea is to be inclusive and to lower barriers, not to build a "Fortress North America." NAFTA and the new GATT agreement, which we intend to complete by December, will be complementary. It is certainly NOT in the interests of the U.S., or any other country, to have the world divide into inward-looking, regional, trading blocs. The sort of isolationism being preached by Pat Buchanan would be a disaster for the U.S. and the world. NAFTA is part of a consistent U.S. policy to open markets around the world and to foster increased trade, to the benefit of all. compete not retruat Mexico unilaterally lowered its protection against U.S. exports starting in the mid- 1980s. Since then, U.S. exports to Mexico have shot up, rising 228% since 1986, reaching $40.6 billion in 1992. These are significant numbers, supporting a lot of U.S. export jobs 2 (about 700,000 in 1992). With NAFTA, we expect further increases in U.S. exports, and more good, export-related jobs in the U.S. U.S. protection against exports from Mexico has never been very high. Thus, further trade liberalization under NAFTA will benefit the U.S. more than Mexico. However, note that the protection levels are not very high in either country. The changes under NAFTA can be seen as the end of a process of trade liberalization that has been going on for some time. NAFTA is NOT a big shock but part of an ongoing trend. and to prosper good export fon deer NAFTA is also an investment agreement. It will facilitate increased investment in Mexico that will enable Mexico to continue to open its economys It will also remove Mexican requirements that U.S. companies locate in Mexico in order to sell there. Aggregate investment in Mexico should increase, but there will also be increased exports from the U.S. as U.S. companies find it more advantageous to produce here and sell there rather than be forced to produce there. prould How an they be? bel ? For the U.S., virtually all studies agree that, in the words of the CBO report a (Summary): "NAFTA should provide net economic gains to all three countries. Gains for low low age the United States should be fairly small, although clearly large enough to outweigh the proclect expected budgetary and private-sector costs that would follow in NAFTA's wake. Contrary b yearsate tp some commonly expressed concerns, NAFTA should have relatively little impact on jobs c way cosh and the location of manufacturing." The CBO report states (p. xi): "A thorough review of pet don't the myriad changes brought about by NAFTA, and of their interactions, leads to the single no Her That resounding conclusion that the net effect on the U.S. economy would be positive and very much small." Even of entre 1 in I on Rexio cme fun v-, would m to any are 1-27 for rat I sing - - 27 of our loange fews market asket today's wine Again, the net effects of NAFTA on the U.S. should be positive but small. The adjustment costs should also be small and manageable and the Clinton Administration is committed to managing these adjustments. Thet help wonher move from low waye to high age job offts - from fobs I today to rose P for For Mexico, NAFTA is an important part, but only a part, of its new long-run development strategy designed to open the economy. Since 1986, Mexico joined GATT, unilaterally greatly lowered import protection levels (both tariffs and quotas), and started a incementy major program of privatization. The shift in strategy has been successful, and Mexico is well on its way to recovering from the debt crisis, runaway inflation, and deep recession of the early 1980s. All studies indicate that a prosperous Mexico is good for the U.S. We gain from increased trade with Mexico, and it potentially represents an important market for U.S. goods. Pe cop in ugs h Mucko fear UJ alread laya The notion that increased investment in Mexico will lead to jobs lost in the U.S. is flat wrong. Increased investment in Mexico will largely support increased Mexican growth, serving the Mexican market. It is a profound fallacy to argue, as Perot and Choate have 3 argued, that if Mexico generates more jobs, the U.S. must somehow lose jobs. The number of jobs is NOT fixed between the two countries. Increased trade benefits all participating countries. A growing Mexico benefits the U.S. Following the Perot/Choate line of reasoning, the U.S. should never have implemented the Marshall Plan, but instead should have prevented Europe from recovering after WW II because that would somehow take jobs away from the U.S. Wheravely, m deadyed world our prospecty defend on prospeulos of others- Macro studies (e.g., the CBO report) indicate that increased investment in Mexico will have a negligible effect on aggregate investment in the U.S. The Mexican capital market is very small relative to the U.S. capital market, and the U.S. is also open to world capital markets. Any increased flow of U.S. investment to Mexico simply generates a flow from the rest of the world to the U.S. The CBO report states (p. 25). "Even if the entire flow of additional Mexican investment -perhaps $15 billion a year- were funded out of U.S. capital sources, it would amount to only 1 percent to 2 percent of U.S. annual saving, and less that 2 percent of the U.S. market for loanable funds. Opposter to NAFTA DRAFT DRAFT 6:50pm Statement of Ambassador Mickey Kantor United States Trade Representative NAFTA AND THE PEROT-CHOATE BOOK September 2, 1993 With the supplemental agreements completed last month, the public and Congressional debate over NAFTA begins in earnest. It is important to cut through the mountain of misinformation and sheer lack of understanding of this complex issue to recognize what is at stake. in NAFTA The foremost commitment of President Clinton, and this Administration, is to rebuild the strength of our economy, to create new and better jobs and opportunities for United States American workers and for their children who will be entering the work force. We plan to do that through an integrated, economic strategy that begins by facing up to our problems at home: starting with the President's economic program, passed by the Congress last month, continuing with the drive to reform the health care system in America, and complemented by the effort to re-invent government, spearheaded by Vice President Gore. Trade agreements are no substitute for dealing with fundamental domestic problems that have weakened our country for too long. But in the intense and competitive global economy, X trade policy is an indispensable part of our economic strategy. The President and I have repeatedly stated the objectives of our trade policy: to compete, not retreat behind our borders, and to insure that the markets of other countries are as open to our products and services, as the U.S. market is to the products and there. services of our trading partners. Our prosperity and that of our children, depends on our ability to compete and win in the global marketplace. We will not accept an unbalanced trading relationship, and we will no longer subordinate our economic interests to foreign policy and defense concerns. seeh reprocuty The companies, farmers and workers of the United States And louidern from are world-class competitors. We lead the world in everything our from computers and telecommunications, to financial services and tradey soybeans. We have regained our position as the world's leading partners exporter. But assuring that markets are open for our manufactured goods, our services, and agricultural products is absolutely critical to building our economic success. This Administration did not negotiate the NAFTA. Moreover, Bill Clinton as a presidential candidate was critical of the economic and trade policy of his predecessors. When we studied NAFTA during the presidential campaign, we approached it skeptically. There were powerful political reasons for opposing it. But when we studied it, we found that NAFTA strengthened by supplemental agreements would be in the NAFTA economic interest of the United States. N is not a favor that we were doing Mexico. It is in our economic interest. And It is a piece of the economic strategy that we were putting in place to grantinguild build a high-wage, high-skill competitive economy. That wntelrecently has It is no secret that we have been negotiating the supplemental agreements, and the White House had to focus on getting the economic package through Congress. The opponents of NAFTA have had the field pretty much to themselves. That has No longer. changed starting now. The Administration has the now embraces Re responsibility of convincing Congress and the country that NAFTA is in the national economic interest, and we intend to do SO. welcomes the opportunity to We will do so because we have the facts on our side, but also because we understand as least as well as our about opponents do the fears of American working people that their economic future and their children's are not secure; that their tandard of living has declined; and that their prospects are not diminishing. NAFTA is part of the solution, rather than part of the problem, and we intend to show it. we interel strapated offortunities I have spent a significant amount of time over the last denon to thate few days reading through and thinking about the Perot/Choate book. The book contains several major themes with which I that fundamentally disagree: PEROT THINKS AMERICAN WORKERS CAN'T COMPETE At the heart of Perot's book is the belief that U.S. workers can't compete with low wage countries like Mexico. President Clinton believes that American workers and businesses can compete anywhere that the rules are fair and markets are open. Wages competitiverors are one factor, but they wages are not alone do not determinàtive. We compete based on the productivity and the skills of our workers, the excellence of our products and services, and the strength of our transportation and communications system. That is the formula for success that Germany and Japan have followed, and that is the natural path for our country. It was certainly hard to compete when Mexico's markets were completely closed to our products, as they were prior to 1986. But since Mexico began opening its markets, we have transformed a $5 billion trade deficit with Mexico into a $5.4 billion trade surplus. Mexico has already become our third leading export market, and the second leading market for our manufactured exports. We have succeeded even though Mexican trade barriers tariff and non-tariff remain far higher than ours. This is clear evidence of our ability to compete. PEROT CHOOSES THE STATUS QUO OVER CHANGE In opposing the agreement, Perot is opting for the status quo which operates to the disadvantage of U.S. workers and companies. Despite Mexican progress in voluntarily opening markets, Mexican tariffs remain, on the average, 2 1/2 times higher than ours. Numerous Mexican non-tariff barriers, such as performance and trade balancing requirements, force U.S. companies to move to Mexico in order to sell there. Maquiladora industries distort U.S. business decisions to the disadvantage of U.S. workers. The lack of intellectual property protection hampers our motion picture and recording industries, as well as computer software and others. Meanwhile, Mexico enjoys virtually unlimited access to the U.S. market. This unacceptable status quo is what the opponents would lock in. Our alternative is NAFTA, which brings down Mexican trade barriers, levels the playing field for U.S. companies and workers; it will no longer be necessary for companies to move to Mexico to sell there. The Big Three auto companies, which presently export only 1,000 cars to Mexico annually, predict an increase to 60,000 cars from the U.S. in the first year. Through the supplemental agreements, NAFTA gives us new ways to insure that Mexico will enforce the strong environmental protection and labor laws that it has on the books. Jran PEROT CHOOSES PROTECTIONISM AND DEFEATISM OVER EXPANDED MARKETS AND EXPANDED GROWTH Perot--by opposing NAFTA--chooses a defeatist path which will reduce U.S. economic growth and job creation. In the past few years, export-led growth has been the brightest spot in the U.S. economy---accounting for [ ] % of the total growth. Mexico, and Latin America beyond it, represent potential markets of 400 million people. By calling for the defeat of NAFTA, and in fact advocating higher tariff walls against products from Mexico, Perot risks the gains we have seen, as well as additional gains we expect from NAFTA and the completion of the Uruguay Round. In seeking to raise the walls around our economy, Perot ignores the lessons of history. More than 60 years ago, when our economy was much more self-contained, the United States tried to insulate ourselves from competition through high tariffs. The Smoot-Hawley tariff contributed to the Great Depression. Today, with about one quarter of our economy involved in trade of goods and services, the course of action Perot advocates would be devastating to the U.S. and the world economy. This is clearly the wrong path for America. The issue before us is simple: how do we create good jobs and competitive industries in a rapidly globalizing economy. We believe this can only be done by reaching outward, not looking inward, and by opening the markets of the future. As President Clinton has said, we must compete, not retreat behind our borders. PEROT RELIES ON INACCURACIES AND MISLEADING INFORMATION Beyond the major misconceptions in the Perot book, it is riddled with mistakes, misconceptions, and oversights we found over [ ]. Among the most serious: O Perot states that 5.9 million jobs are "at risk" because of NAFTA. The methodology for reaching the 5.9 million figure is fundamentally flawed. The authors simply identify, from Census data, industries where wages account for more than 20 percent of the value of output. Under the Perot/Choate service ulatable canol that moor scenario, the "at risk" jobs include high wage, high skill jobs in our most competitive sectors, including aerospace, medical equipment, and sonar equipment--sectors where we are in no danger of losing jobs and in fact will increase employment with NAFTA. The authors also describe as "at risk" jobs which face no competition from Mexico such as Me sold bakers and wood-pulp millers. The book quotes the previous Secretary of Labor stating that NAFTA will cost 150,000 U.S. jobs. The book ignores the fact that the same Secretary of Labor, citing the same study, went on to say the NAFTA will create 325,000 jobs--a net increase of 175,000. Perot states that NAFTA will lower U.S. health and environmental standards. In fact, nothing in the NAFTA could even be construed as lowering any federal, state or local standard. NAFTA specifically insures the ability of each country, including its state and local governments, to maintain as stringent environmental and health standards as it considers appropriate. Moreover, the supplemental agreements include specific commitments from the three nations to harmonize standards upwards--not downwards. Perot claims that the U.S. auto industry is on the "endangered" list. In fact, independent studies done by the Congressional budget office and the Office of Technology Assessment show that U.S. auto companies and workers will both gain under the NAFTA, thanks to the dismantling of the Mexican performance, trade balancing, and local content requirements, as well as the elimination of Mexico's current 20% tariff on auto imports. Indeed, the OTA study found that the total cost of delivering a car to the U.S. market is higher for a plant in Mexico than for one located in Michigan--despite the wage differential. The book creates a thrilling-but fictional-scenario about the Administration sneaking an extension of fast track authority for NAFTA through the Congress this year. In fact, fast track authority for NAFTA was obtained after a spirited and extended public debate in 1991 and no extension was needed for NAFTA. This years fast track extension pertained only to the Uruguay Round of the GATT. Perot once again criticizes but fails to provide specific alternatives. He only offers platitudes like "Do not violate National Sovereignty," and "Negotiate with Complete Integrity." The one specific recommendation he suggests is to impose a "social tariff." Yet increasing tariffs is exactly the opposite the aim of NAFTA's. The experience of Smoot-Hawley in the 1930s, and the depression which are followed, teaches us that high tariffs and protectionism defeatist and harms economic growth. The book claims that NAFTA jeopardizes the safety of American travelers by opening U.S. roads to trucks and drivers who do not meet U.S. minimum safety standards. In fact, no provision of NAFTA exempts Mexican and Canadian vehicles or drivers from U.S. environmental or safety standards. This means that Mexican trucks must comply with all U.S. regulations on length, weight, and disclosure for transport of hazardous materials. Each country retains the right to enforce standards that are more stringent than standards in effect in other countries. The book states that the NAFTA deal on agriculture is a terrible deal. In fact, U.S. agriculture and the American farmer are big winners under the NAFTA. Conservative estimates show an expected increase of between $2.0 to $2.5 billion in U.S. agriculture annually by the end of the NAFTA transition period. Those exports alone will create over 50,000 new farm related jobs in the United States and boost farm incomes. The book claims that NAFTA has the potential to increase immigration, not decrease it. In fact, nothing could be more important to reducing immigration to the U.S. from Mexico that increasing economic opportunity in Mexico. Even the Economic Policy Institute, which opposes NAFTA and is a major source for the Perot/Choate book, claims NAFTA will reduce immigration by more than 1.4 million person in the next six years. A more detailed compendium of misstatements is attached. Almost every date used in the Perot book is wrong, including the release date. Some dates are off by months, including the date the full text of the NAFTA was made available to the public. Specifically, the book states the NAFTA was initialed on October 18, 1992. The real date was October 7, 1992. The book states the text was signed on December 18. The actual date was December 17. The book states the text was released on January 20, 1993. The actual date was September 18. Extra NAFTA creates a level playing field under which American products and services can be sold in Mexico as easily as Mexican products are sold in the United States. Presently, Mexican barriers for U.S. goods are two and one-half times as high as U.S. barriers to Mexican goods. Nevertheless, we have been and will continue to compete effectively with Mexico. The NAFTA will unleash economic activity that will lead to 200,000 new, high-paying, export-related jobs in the United States. It unlocks access for U.S. products to Mexico-a growing market which thirsts for U.S. goods and services. We believe that NAFTA will create thousands of high-skill, high-wage jobs, and independent studies support our view. Approximately 700,000 U.S. jobs are currently supported by merchandise exports to Mexico--over 400,000 of since 1986. Moreover, these jobs pay approximately 12% more than non- export related jobs. The Congressional Budget Office, the International Trade Commission, and the Brookings Institution have each performed thorough assessments of the vast economic literature on the NAFTA--each concludes that NAFTA will be a net job creator. U.S. workers and businesses will win with the NAFTA. CORRECTING THE RECORD: A RESPONSE OF THE U.S. TRADE REPRESENTATIVE'S OFFICE TO THE PEROT/CHOATE NAFTA BOOK DRAFT #5 9-1-93, 6:45 p.m. Page Book says Reply 3 "NAFTA gives Mexican investors a This book misses the fundamental distinct competitive advantage in point. Mexico's trucking market is the U.S.-Mexican trucking industry now closed to the United States. in that it does not allow NAFTA will open that market by U.S.-owned trucks to cross into phasing out Mexico's restrictions. Mexico for three years, even This will eliminate rather than though Mexican trucks already are create the competitive advantage allowed to move goods into U.S. for Mexican trucks that the authors border areas." describe. NAFTA is the solution; the status quo is the problem. 3 " NAFTA jeopardizes the safety These statements are dead wrong. of American travelers by opening No provision of the NAFTA U.S. roads to trucks and drivers exempts Mexican or Canadian who do not meet U.S. minimum vehicles or drivers from U.S. safety standards. environmental or safety standards. The United States made it clear " Under NAFTA, Americans can from the beginning of the NAFTA expect to see overloaded Mexican negotiations that Mexican and trucks that will crush our Canadian trucks will have to highways." comply with all applicable safety and environmental standards when they are operating in our country and that these standards will be enforced with the same stringency applicable to U.S. operators. This is true for regulations regarding trucks (such as size and weight, brakes and out of service criteria), drivers (including language, and hours of service) and the environment (fuel and emissions standards). Mexican drivers are tested for licensing according to a standard fully comparable to that used in the United States. Mexican drivers and equipment must comply with U.S. regulations today, and they will have to comply subsequent to implementation of the NAFTA. Page Book says Reply 4, 5 "Despite the fact that Federal and We do want to improve state agencies are supposed to enforcement of U.S. trucking enforce U.S. trucking regulations, regulation everywhere, but this is they are so understaffed that they not a NAFTA problem. Trade will not be able to adequately with Mexico is less than 2 percent enforce the increased traffic of total U.S. truck trade, and truchey hey volumes associated with NAFTA." increased truck-access will not begin until December 1995. That is ample time to assure effective enforcement, as is our right under NAFTA. 6,7 "Under NAFTA, smuggling drugs Drug-smuggling is a problem now. into the United States will become Rejecting NAFTA won't help us much easier." sole that problem in any way. In fact, the opposite is true. Closer economic relations will help us work with Mexico to solve problems like illegal drugs. Nothing in NAFTA limits our ability to stop illegal drugs. 9 "Clearly, the Mexican negotiators Virtually the entire U.S. services out traded the U.S. negotiating industry disagrees with the Perot Serveit team in the areas of land book's conclusion about services. ownership, communications, Why? Because under NAFTA we, shipping and banking. But it didn't for the first time, open Mexico's stop there. The U.S. negotiators market for our larger, more stuck to their strategy and gave efficient services companies from away more U.S. jobs." banking to insurance companies to telecommunications. NAFTA is the solution, not the problem. Mexico currently has many more restrictions in services than we do. NAFTA phases out most of those restrictions. Rejecting NAFTA will only enable Mexico to keep those restrictions. Page Book says Reply 10 "(T)he U.S. team had agreed to let NAFTA does not create this Canada continue to require U.S. problem; NAFTA helps solve the automakers who sell in Canada to problem. Since 1965, Canada has manufacture most of their vehicles offered manufacturers the benefit there." of duty-free treatment if they made enough cars in Canada. Under NAFTA (as with the CFTA), all duties between the United States and Canada will be gone in four years, eliminating the need for U.S. companies to meet performance requirements in Canada in order receive duty-free treatment on products imported from the United States. Page Book says Reply 10-11 When the Perot book states that This characterization totally "U.S. negotiators stuck to their misrepresents the agreement and its strategy and gave away more U.S. effect (as described in entries jobs," its reference is to the auto further on). It is inconsistent with a sector. The book goes on to state large body of economic analytical that "NAFTA will allow U.S. literature suggesting that U.S. Auto automakers to replace american workers will benefit, not be workers with Mexican workers. At harmed, by NAFTA. Another the same time, European and quotation from the Congressional Japanese manufacturers will gain Budget Office's study of NAFTA is easy access to the U.S. markets. both balanced and broadly Northern Mexico will replace representative of what sector Detroit as the car production center analysis has shown concerning auto of North America." NAFTA and the U.S. auto sector. "in the short and medium term, U.S. firms and autoworkers should helped both benefit. The current Mexican USR- trade surpluses in motor vehicles MR and motor vehicle parts are largely a result of export incentives and the required minimum trade balance imposed by the Mexican government, which NAFTA would phase out. The low U.S. tariff on automotive imports mean that eliminating these tariffs would not significantly increase the competitiveness of Mexican products in the U.S. market, whereas eliminating the much more substantial Mexican barriers would markedly improve the competitiveness of U.S. products in Mexico. Further, most Mexican assembly plants are not very efficient "U.S. firms should benefit in the longer term. Although the longer- term outlook for U.S. autoworkers is less certain, they would more likely be helped than hurt. Mexico is a long-term growth market." Page Book says Reply 10, 31-33 "The United States agreed to This statement is misleading and immediately drop its tariffs on completely fails to explain why automobiles imported from Mexico NAFTA will increase U.S. auto while allowing Mexico to keep production. They fail to state that half its tariffs on vehicles produced the current U.S. tariff on in the United States. The automobiles is only 2.5 percent; In remaining Mexican tariffs would be contrast, Mexico's tariff is 20 phased out over a ten-year period." percent, or eight times larger than the U.S. duty. Under the NAFTA, this tariff is cut in half immediately to ten percent and then eliminated over the next nine years. The NAFTA also phases out Mexico's current laws that require U.S. auto companies to manufacture in Mexico in order to sell there. Without NAFTA, Mexico could maintain its high duties and non- tariff barriers. The fact is that the United States is autos already open to Mexican-produced US abrody automobiles, whereas a variety of factors leave the Mexican market ofen closed to U.S. autos. NAFTA will the open the Mexican market. That is grotecally why the Big Three auto producers estimate that NAFTA will increase ofen Fles U.S. autos exports from their current level of only 1,000 vehicles to over 60,000 vehicles when fully implemented. Page Book says Reply 10 The Perot book says that "[t]he U.S. agriculture and the American NAFTA deal on agricultural trade farmer are big winners under the is just as bad." NAFTA. Conservative estimates show an expected increase of $2.0 billion to $2.5 billion in U.S. agricultural exports annually by the end of the transition period because of the NAFTA. These exports alone will create over 50,000 new jobs in the United States and boost farm incomes. Importantly, NAFTA eliminates Mexico's arbitrary import licensing system which has been a major barrier to U.S. agricultural exports to Mexico. Tariffs will also be eliminated, giving the United States preferential access to the rapidly growing Mexican market. 10 " only Mexicans can own land Right now, Mexico restricts foreign that is used for agricultural ownership of Mexican farmland production in Mexico." (though not to the degree suggested by the book). NAFTA does not change those restrictions, just as our states can maintain their restrictions. But the book misses the point. Our major objective is to boost sales of American farm products to Mexico, not American ownership of Mexican farmers. Page Book says Reply 10 " NAFTA allows Canadian The book tells a very misleading wheat producers to keep the price story on wheat. We would like and marketing advantages over Canada to cease its wheat U.S. producers that were negotiated subsidies. NAFTA does not in the 1988 Canadian Free Trade change that situation, nor would Agreement. " rejecting NAFTA help. The agreement does not provide for this. Accordingly, we maintain our right to subsidize our wheat exports to enable us to compete with subsidized Canadian sales. More significantly, what the NAFTA does do is open opportunities to U.S. wheat farmers to sell in Mexico. U.S. wheat exports to Mexico will not be subject to Mexico's arbitrary import licensing requirements, which are by far the greatest obstacle to trade in Mexico. Instead, the import license will be replaced by a tariff, which will be reduced to zero over a ten year period. As a result, U.S. wheat exports to Mexico are expected to rise about 20% because of the NAFTA. Page Book says Reply 10 "The U.S. citrus industry will also U.S. negotiators recognized the suffer under NAFTA. The United sensitivity of the citrus sector, and States must immediately cut its the NAFTA contains unique tariffs on the import of frozen transitional arrangements for frozen concentrated citrus from Mexico in concentrated orange juice (FCOJ) half. In contrast, Mexico only has to provide the maximum transition to phase out its 20 percent duty on period for U.S. producers. imports of U.S. citrus over an extended period of time." Currently, Mexico's duty on frozen concentrated citrus is 20 percent ad valorem while the U.S. duty is 9.25 cents per liter (equal to about 30% on an ad valorem basis.) Both the U.S. and Mexican duties are reduced over a fifteen year period. A portion of Mexico's FCOJ exports are given immediate access at 50 percent of the existing tariff rate. However, the quantity which benefits from this duty reduction is capped for 13 years. In recent years (1990-91), the cetnees mel United States imported one-quarter of its FCOJ consumption, from esorg" of Brazil. It is, therefore, likely that increased Mexican imports will drylary Mexico mother displace sales of Brazilian orange juice, not sales of U.S. orange juice. Although U.S. citrus somein producers will face increased competition, this fifteen year transition period will help the citrus industry to adjust. Page Book says Reply 10 "NAFTA also exempts Mexico This statement completely from the U.S. Meat Import Act, misrepresents the benefits of which limits the amount of NAFTA for U.S. beef producers. imported beef that can enter U.S. The American beef industry is one markets. At the same time, the of the biggest winners of all under agreement will give Mexico the NAFTA. Mexican tariffs of 15 unrestricted access to U.S. and percent on live cattle, 20 percent Canadian feed grains, which it on fresh beef, and 25 percent on needs to develop a large scale frozen beef will immediately be cattle-feeding and beef-processing eliminated under the NAFTA. As industry. The result will be a a result, U.S. beef exports to massive shift of the U.S. beef Mexico are expected to double industry from the United States to under the NAFTA. That is why Mexico as investors rush to take U.S. cattlemen are among the advantage of cheap wages, low strongest supporters of this safety standards, and lax sanitation Agreement. practices." The scenario imagined by Mr. wemes Perot is simply not realistic. Mexico imports millions of tons of aprealture grain and oilseeds for feed purposes, not to mention beef, pork, and poultry, from the U.S. servas Neither its policies nor its resources are appropriate for a rational, efficient large-scale, livestock feeding sector. While the U.S. Meat Import Act does permit us to restrict beef imports from Mexico and other supplying countries, Mexico has not been subject to any limitations for more than a decade because Mexico has posed no threat. NAFTA is no danger to U.S. beef producers. Page 10 The fact is, the U.S. cattle and Continued beef industry is too large, too competitive and too efficient to be threatened by growth in Mexico which is likely to be limited. Page Book says Reply "The eventual elimination of The Perot books dismissal of Mexican tariffs on U.S. goods Mexico as an important market going to Mexico, which average shows a lack of understanding of only about ten percent, will mean international trade. While Mexico little to most U.S. companies and is currently a small economy, it is workers. The reason is simple: a big market for U.S. exports. It Mexico's market is small -less is our third largest --and fastest that five percent of the size of the growing--major export market, U.S. market- and Mexican after Canada and Japan. Mexican consumers are poor." per capita imports from the U.S. total $450 per year, more than that of Japan or Europe, even though Mexico's per capita income is far lower. Cerhain jobs, etc well Moreover, Mexico is growing, and in the future will represent an even of to real guest- bigger opportunity. Those who dismiss Mexico as a market do we get manyful represent the same mentality that 30 years ago said, "Japan isn't an opts or return important market." We should learn from history and secure an open market in Mexico. The book is also wrong in minimizing the importance of Mexico's current trade barriers. The fact is that Mexican tariffs are 2.5 times as high as U.S. tariffs, and Mexico also relies on non-tariff barriers to restrict U.S. access to their markets. NAFTA will level the playing field. 14 "Mexico reduced the wages of its This statement is false and workers to attract foreign-owned misleading. In the mid 1980s factories." Mexico froze wages to fight the high levels of inflation and recession the country was experiencing. Moreover, Mexico cut wages of workers in an effort to balance the federal deficit and correct its trade imbalance. Since Since 1989 1989, Mexican wages have been Mex ways Two rising. Indeed, Mexico made many of the tough decisions to reduce its federal deficit as Ross Perot calls on the U.S. to do. Page Book says Reply 14 "President Salinas asked President This statement is 180 degrees from Bush for a Free Trade Agreement the reality. A major benefit of the to open investment in the same NAFTA for the United States is manner as the Maquiladora that it reverses the Maquiladora program." program. That program gave products assembles in Mexico preferential access to our market while maintaining all of Mexico's trade and investment barriers. in effect, it established an export platform in Mexico and encouraged U.S. companies to move there. NAFTA produces the exact opposite effect by opening entirely Mexico's market and eliminating the distortions created under the Maquiladora program. Page Book says Reply 14-16 "The most bitter Congressional Their mischaractarizations are an fight of 1991 was over an obscure attempt to discredit the major piece little piece of legislation mechanism by which Congress and called the "fast track." It gave the President share the authority President George Bush the authority for concluding and implementing to negotiate the North American trade agreements. Fast Track has Free Trade Agreement in complete existed since 1974. secrecy and without the participation of either Congress or Fast track procedures were used to the U.S. public implement the results of the Tokyo Round in 1979 when The term "fast track" refers to a Jimmy Carter was President process whereby Congress turns and the Free Trade Agreements over to the President its authority to with Israel in 1985 and regulate foreign commerce..." Canada in 1988, with Republican president's in the White House. All of those agreements were approved by overwhelming margins in Congress, in part because the fast track preserves Congress' role during the negotiation, approval and implementation of trade agreements, through extensive notification and consultation requirements. Throughout the negotiating process, there is extensive consultation with members and committees of Congress. After the agreement is reached, Congress and the Administration work in close consultation to formulate Pages 14-16 implementing legislation, with all Continued committees of jurisdiction involved. They are hardly "secretive" as they clearly do not exclude Congress or the public. The 1991 extension was debated for seven weeks and passed by both Houses of Congress in an open, democratic process. This authority merely gives the President the same powers all of his counterparts around the world have. Without it, the United States could not open markets around the world through multilateral and bilateral agreements. Page Book says Reply 14-16 "Congress gave President Bush This passage of the book is pure "fast track" authority for fiction. In fact, because of the NAFTA in late May of 1991. But 1991 legislation, fast track there was a catch--these procedures were available for trade extraordinary powers would expire agreements entered into by the at the end of 24 months. Contrary President prior to May to expectations, the pact was not 31, 1993. President Bush signed sent to Congress within that time NAFTA on December 17, 1992; period. Thus, the "fast track" consequently, the fast track powers expired on June 1, 1993 procedures were available for NAFTA; no new legislation was This was a problem to which there needed. was only one answer---Congress had to pass another "fast track" President Clinton sought additional bill. Rather than replay the bitter fast track authority only for his legislative fight of 1991, effort to complete the Uruguay congressional allies of the Clinton Round of multilateral trade Administration quietly slipped negotiations. This fast track legislation into the one legislation was not a part of the thousand page budget reconciliation reconciliation debate; it did not package that was rushed to a House sneak through in the dead of night; vote late in the evening on May 27, it was a separate piece of 1993. Not a word was said about legislation dealing only with the "fast track" during abbreviated fast track. It was debated by the debate on the budget bill. Days House on June 22, and passed by late, House members learned that an overwhelming vote of 295-126. while they were passing the It was debated by the Senate on budget bill they were also June 30 and passed, as the authors reauthorizing "fast track" note, by the vote of 76-16. status for NAFTA." After it passed both Houses separately, it was later included in the Omnibus Reconciliation bill. Page Book says Reply 14-16 "Congress also agreed to make There is a requirement to vote the agreement a top priority and within 90 legislative vote on it within 90 days after days after the implementing receiving it from the President. legislation is submitted Congress agreed, moreover, to to Congress. "Legislative days" limit any debate to 20 hours in the refers to days that House and 20 hours in the one or the other House of Congress Senate [without] filibuster." is in session, and 90 legislative days is far longer than calendar days; it could be a period of many months. Syncel Dee 1992 This is for longer than the period of floor debate provided for most Noneed for fast truch major legislation. Moreover, while debate in the full House and 90 days from Senate is limited, there is extensive debate and hearing in committees peer bateer of on the implementing bill, which painstakingly fashioned, over a anythments legisater period of months, by all the committees who have jurisdiction over parts of the legislation and the trade agreement. The overwhelming votes on past fast track trade agreements confirms the degree to which Congress and the President have used the implementation process to develop wide-ranging consensus. Page Book says Reply 17 "Some of the bureaucrats on the Misleading. These statements are U.S. negotiating team were based on a paper that was experienced, but many were not. repudiated shortly after it was One participant reports that when produced by both the author and by the trade talks began not a single the U.S. Department of person in the U.S. Department of Commerce, Chief Counsel for Commerce's Office of Mexico International Commerce. The spoke Spanish. He says that during retraction stated that the paper one inter-agency session, only two quoted in Perot's book "should not of the 14 members of the U.S. be relied on as a source of negotiating team knew that key information on the NAFTA because sectors of the Mexican economy, it is replete with factual and legal such as petroleum, had once been errors." This memo was published American owned before they were in Inside U.S. Trade on February nationalized by the Mexican 26, 1993 (p. 16). government. He also reports that only five percent of the Mexican At the time the NAFTA documents, such as copies of negotiations commenced, virtually proposed regulations and every member of the Department administrative procedures, received of Commerce's Office of Mexico by the U.S. negotiating team were had some knowledge of Spanish, ever translated for review." and several members were fluent speakers of Spanish whose language expertise was often relied upon by their respective negotiating groups. All necessary documents were translated for the benefit of negotiators. The author of the statement, however, was not one of the negotiators. 18 "Under the 1974 Trade Act, Totally untrue. The U.S. Trade Congress directed the Office of the Representative consulted with its 39 U.S. Trade Representative to seek advisory committees and other advice and counsel from private members of the private sector to advisory panels during any treaty the fullest extent. During the negotiations, including NAFTA. NAFTA negotiating process, For the most part, it never NAFTA negotiators held over 350 happened." meetings with private sector advisory committees, and an additional 350 briefings for trade associations and private sector organizations throughout the country. Each of the advisory committees later wrote reports on the final agreement reflecting their extensive knowledge of the agreement. Page Book says Reply 18 "The Bush White This statement is misleading. House announced the completion Throughout the entire negotiating of the agreement on August 12, process, the Labor Advisory 1992, but refused to give its own Committee (LAC), as well as all Labor Advisory Committee the text other advisory committees, were to review until September 8." allowed to view all portions of the NAFTA text as they were negotiated. Upon completion of the agreement, all advisory committees, including those representing labor, industry, agriculture, environmental groups and other private sector interests, were given all completed portions of the final version of the text. In fact, the first available sections of the text were given to the advisory committees on August 20, and by August 27, all sections of the text had been distributed. September 8, 1992 was the date the entire combined text was distributed to the committees in its final form. 18 "The 29 official U.S trade advisory The Office of the United States committees, involving more than Trade Representative has 39 825 industry representatives, were advisory committees, which are created by Congress to ensure that composed of over 1000 U.S. goals and bargaining positions representatives of not only U.S. in trade talks, such as the NAFTA, industry, but also U.S. agriculture, would be guided by advisers who labor and environmental groups as represent the broad interests of the well as a committee of state and United States. This balanced local government officials. review did not occur during the Furthermore, the Labor Advisory NAFTA negotiations." Committee (LAC), which consists of approximately 100 representatives of a broad range of organized labor throughout the United States, had more interaction with NAFTA negotiators than most other individual committees. During the NAFTA negotiating process, representatives of the LAC met with negotiators 42 times to discuss the details of the agreement. Page Book says Reply 18 "The most important of these Here, Mr. Perot incorrectly claims advisory committees was the that Congress has no say in the Advisory Committee on Trade structure of the advisory Policy and Negotiations(ACTPN). committees. However, as Mr. Its 45 members were appointed by Perot, himself, states in the the president. None were paragraph preceding this, it was confirmed by Congress Each Congress that drafted the legislation member was prohibited from creating the advisory committee sharing information outside the system in its current form. In group. The ACTPN meetings were accordance with this legislation, the exempt from the sunshine President is required to select provisions of the Federal Advisory advisory committee members. Committee Act, which require that the public's business be conducted Also, with regard to public in public." disclosure, the statutes governing the ACTPN and other committees state that information discussed in meetings is to remain confidential to "the extent to which public disclosure of such information can reasonably be expected to prejudice the development of trade policy, priorities, or the United States negotiating objectives." Since the information discussed in advisory committee meetings during the NAFTA negotiations revolved around U.S. negotiating objectives, public disclosure of this information would have undermined the U.S. negotiating position. Page 18 Mr. Perot, of all people, should Continued understand how important it is not to give our trading partners access to sensitive information about our negotiating position. Congress certainly does, and has insisted that we maintain such confidentiality. Page Book says Reply 20 "After the trade pact was False. This is another quote from completed, one of the U.S. the same paper later repudiated by negotiators explained to an audience its author. As noted in the of federal regulators that although Department of Commerce's changes in most domestic retraction: "Contrary to the regulations normally require notice assertion in the [paper], the and public comment, secret trade NAFTA is not a treaty that is self- negotiations (such as NAFTA) executing and it will not could alter these same regulations automatically supersede any without the need for notice and Federal laws or regulations. public comment. The negotiator Rather, the NAFTA is an executive said, 'I have seen specific instances agreement that will supersede where USTR staff denied copies of existing laws only to the extent U.S. negotiating positions which provided by the Congress in would require overturning Federal implementing legislation." regulations from the staff of the agency issuing those regulations'." Congress has the final say as to whether to change our laws. NAFTA doesn't change that. Extensive consultations with every regulatory agency ensured that they were informed of NAFTA developments, and regulators from many agencies, including the Department of Agriculture, the Food and Drug Administration, the Environmental Protection Agency, the Federal Communications Commission, and the Department of Energy were integral members of the NAFTA negotiating team. Page Book says Reply 20-22 Perot makes a variety of claims The U.S. broom industry was regarding the treatment of the accorded one of the longest broom industry. transition periods of any industry under the NAFTA -- a longer adjustment period than given any Mexican manufacturing industry. Contrary to the allegations of Mr. Perot, it is not true that the U.S. industry was promised an even longer period; it is not true that U.S. negotiators sought to encourage the broom industry or any other to move production to Mexico; and it is not true that the Mexican industry was allowed to participate in the negotiations with the United States and Mexico. What is true is that broomcorn brooms have been one of the most highly protected products in the United States (although the United States, by Act of Congress, already gives duty free treatment to imports of Caribbean and Andean brooms.) In extensive consultations with Mr. Libman and other U.S. broom producers during the course of negotiations, the industry made clear its major goal was to maintain the U.S. tariff at half its current rate for as long as possible. The agreed-upon 12-year phase out accomplishes this. Mexico is permitted to ship 100,000 dozen brooms without duties (which Mr. Libman approved, on behalf of the U.S. broom industry). For all exports above this level, duties reduced are by 30 percent in year one, an additional 20 percent in year seven, with no further reductions until year 12. Thus, the duty will remain at or above 50 percent of its current level for 12 years; the 15 year phase-out provided to other sensitive industrial products, the tariff would have fallen below this mark in 7 years. Page Book says Reply 23 "When the agreement was initialled All these statements are false. The on October 18, 1992 - two weeks NAFTA was initialled October 7, before the U.S. Presidential 1992, not October 18, 1992. The election - the American public was text of the tariff reduction handed a short, marked up version schedules had previously been of the agreement." released on August 27, and the full text of the agreement had been provided to the public on September 18. In the period from August 12 on, the text was complete, but subject to technical corrections in a process of legal review. The texts were at all times available to members of Congress, and from September 18 were available to the public as the text went through technical verification. 23 "When the Agreement was The agreement was signed on officially signed on December 18, December 17 (not 18), 1992, and 1992, no additional information was the completed text was publicly provided to the American people. available at that time. No new text The complete text of NAFTA was was issued January 20, 1993, finally released to the American which was inauguration day in the people on the afternoon of January United States. 20, 1993)." 23 "Only a handful of people know While it is clear that the authors what it actually in the agreement. " are not among those who know what is in the agreement, there have been a large number of economic analyses and other public even date I material written on NAFTA. signey was In fact, most credible independent economists conclude that NAFTA wrong will be positive for the U.S. economy. Page Book says Reply 28-29 "NAFTA will accelerate the loss of False. U.S. exports of manufacturing jobs in the United manufactures to Mexico have States." grown rapidly since Mexico lowered its trade barriers after 1986, and are projected to grow more under NAFTA. This has actually added 500,000 new jobs to the American economy. The Clinton Administration agrees that "manufacturing matters" and is concerned about the structural shift away from manufacturing during the last decade. However, NAFTA is not part of the problem. It is, instead, part of the solution. NAFTA will create the largest market in the world. By increasing our export opportunities, NAFTA will enable us to take advantage of U.S. economic strengths, which include high-wage, high-tech manufacturing, and to increase further the number of jobs associated with exports to Mexico. 31 "Mexico provides automakers an False. NAFTA immediately easy escape hatch from the high reduces and eliminates Mexican cost of operating in the United local content and local production States, and they are taking requirements that have encouraged advantage of it." U.S. automobile and parts manufacturers to move production, and jobs, to Mexico. With NAFTA, the United States will be able to export automobiles and parts to Mexico, the fastest growing market for these products in North America. NAFTA reduces and eliminates Mexican trade balancing rules that require the export of automotive products produced in Mexico to the United States in order to import parts needed for assembly to serve the Mexican market. In other words, NAFTA phases out current Mexican measures which force investment in Mexico and exports from Mexico in order for a company to sell in Mexico.