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Trade Deficit

The trade deficit is the dollar value of the excess of the cost of imported goods over the dollar value of exported goods.  It is the major component of the Balance of Payments deficit, which adds the dollar value of financial transfers and services performed by foreigners (i.e., trips taken abroad by Americans) to the trade deficit. 

The trade deficit has exploded from $100 Billion annually a decade ago to almost $700 Billion annually, or more than 6% of the Gross Domestic Product.  Much of the cost of financing this deficit is being met by recycling dollars borrowed from abroad and lending them back to the United States, which increases its total indebtedness to foreigners.  The remainder is being financed by rapid increases in the domestic money supply to offset the continuing drain from our economy of our currency to pay for imports. 

This situation is unprecedented in its scope and duration.  Obviously, it cannot continue indefinitely because the debt service (interest) cost alone from foreign borrowing will eventually become unsustainable.  It is not "free trade", because trade requires an equal exchange of goods over the longer term, with year-to-year imbalances being offset by gold transfers between the central banks (i.e., the Federal Reserve Bank in the United States).  Since leaving the modified gold standard in 1971, the United States has been sending out tens (and now hundreds of) of Billions of dollars annually to cover its balance of payments deficit.. Dollars are debt: they represent claims upon the real economy which ultimately must provide services or things of value to their holders (or claimants).  The willingness of foreigners to hold dollars for use to pay for imported oil and as a secondary domestic internal currency in unstable countries has enabled the United States to defer the real economic cost of repatriating those dollars back to this country.  With the advent of the Euro and the world now awash with dollars, the willingness of foreigners to accumulate more dollars is ending as there is now a credible alternative to substitute for the dollar and foreigners increasingly worry about the ability of the United States to meet its financial obligations. 

Eliminating the cost of imported oil by its replacement through renewable domestic energy supplies is becoming an absolute necessity, both from the financial as well as the environmental (i.e., greenhouse gas emissions reduction) perspective (see the Energy and Environment Issue Paper).  Tariffs to eliminate profits from human exploitation should be imposed upon imports produced by workers receiving slave labor wages and enduring substandard employment conditions.  The revenue from these tariffs should be used to compensate American workers displaced by foreign slave labor. If we don't tolerate such treatment of human beings in this country, how can we morally justify condoning and encouraging treatment of other human beings abroad by purchasing products made with their labor?   It is
impossible for American workers to compete on this basis even if  they were to be forced to accept similar treatment because our workers could not survive in this country under such conditions.  In the 1920s, imports from the Soviet Union were banned because the Congress said that they were produced by slave labor.  Why doesn't the Congress use the same rationale toward slave labor produced imports now?

Finally, the United States must increase its exports to achieve a trade balance with China and other countries that now hold hundreds of billions of our dollars to reduce the foreign debt service costs and stimulate our economy.  These countries should be forced to buy American made wind powered electicity turbine generators and E-85 powered motor vehicles, a solution which would benefit both the United States and its foreign creditors as well as the world's environment by reducing future fossil fuel consumption and greenhouse gas emissions.


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