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Macroscope
Opinion
Daniel BlitzandRobert Dugger

Macroscope | The US deficit is much larger than official estimates – if hidden costs are taken into account

Daniel Blitz and Robert Dugger say upgrading the country’s infrastructure and transitioning to clean-energy systems are upcoming expenditures that are not accounted for in the US’ calculations of its deficit

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A billboard with a ticker keeps track of the US national debt. Photo: YouTube

Former US Treasury Secretary Lawrence H. Summers recently quipped: “Fiscal stimulus is like a drug with tolerance effects; to keep growth constant, deficits have to keep getting larger.”

People like Summers worry about deficits because they doubt that the money the government is borrowing is being spent in ways that will push the long-term growth of gross domestic product above that of the debt. Unless the mix of spending changes, the debt-to-GDP ratio will continue to grow, foretelling disaster.

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Others do not share such concerns. On the political left, Nobel laureate Paul Krugman, for example, argues that for “a country that looks like the United States, a debt crisis is fundamentally not possible.” On the right, John Tamny, a Forbes contributor, says, “Ignore the endless talk of doom, budget deficits really don’t matter.”

But while judgments differ about the sustainability of US government debt, they both accept the standard measure of it as accurate. This is a mistake, and possibly a catastrophic one.

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The Congressional Budget Office (CBO) recently reported that the federal budget deficit in the first 10 months of this fiscal year was US$116 billion higher than it was at the same time last year. The CBO is now projecting that the annual deficit will reach US$1 trillion by 2020. This is worrying, but it does not reflect the harsh truth. The annual deficit almost certainly surpassed US$1 trillion last year.
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