A few weeks ago, the Trump administration surpassed its 500th day in office. Over that time, the President and his staff have been able to develop and refine their “Make America Great Again” economic agenda, pursue long-term policy goals, and to demonstrate both their commitment and ability to achieve those goals. Thus, we now have a good vantage point to survey and appraise President Trump’s “MAGAnomics.”
And at this moment, MAGAnomics appears to be highly successful. The unemployment rate hovers around record-low levels, more workers are entering the labor force, gross domestic product has grown at a solid 3% annual rate for three of the last four quarters, and consumer confidence is at levels not seen since the end of the late-1990s economic boom. Those are fine numbers for an administration in its 18th month in office.
The question is, will MAGAnomics help these good times continue long-term? To answer that, let’s look more carefully at the Trump economic agenda.
Fiscal policy
Arguably, the Trump administration’s greatest policy triumph so far is the fall 2017 tax legislation that lowered income tax rates on businesses and individuals, increased the standard deduction and family tax credit, capped a number of tax deductions used by wealthier households, and ended the special tax on individuals who lack health care coverage compliant with the 2010 Affordable Care Act. The overall result is a significant lowering of Americans’ current tax burden and, accordingly, government revenue.
The lower business tax rate and the capped tax deductions are noteworthy achievements. The former reduces the deadweight loss on desirable business activity and brings the United States in line with business tax rates in the rest of the developed world. The latter reduce the regressivity of some provisions of the U.S. tax code. Importantly, those changes will likely prove enduring. Before the 2017 legislation, there seemed to be a consensus in Washington that U.S. business tax rates should be cut and regressive tax breaks curtailed, but there wasn’t enough political will to accomplish those goals. Now that the changes have been made and the political capital spent, it seems unlikely that some future Congress will reinstitute a tax disadvantage on U.S. businesses or restore these particular tax advantages to a small minority of wealthy households.
However, the overall reduction of Americans’ taxes will almost certainly not endure because federal spending was not cut along with the tax changes. What spending cuts the Trump administration did propose were tiny, and Congress didn’t adopt them anyway (which the White House probably expected). Instead, Trump and Congress will close the budget gap with more federal borrowing.
The administration expects federal spending will hover around 20.5 of U.S. GDP throughout the Trump presidency, yielding trillion-dollar annual deficits. And no, the tax cuts, taken together, will not “pay for themselves,” nor will they induce spending cuts or smaller government in the future. Instead, Trump’s borrow-and-spend fiscal policy will allow current voters to avoid the all-important question of whether the government benefits they receive are worth the cost.
But sooner or later those debts will come due. Unless Congress launches into some serious budget-cutting, federal taxes will have to rise to cover the bond payments, or at least rise enough to satisfy prospective bond-buyers that the U.S. government will continue covering its obligations. So new taxes and higher tax rates, along with increased deadweight losses and other unintended consequences, lie ahead because of MAGAnomics.
Trade and immigration
Given its public comments and policy-making activity, it’s clear the Trump administration’s top two policy priorities are to increase government control over the nation’s international trade and decrease immigration, both illegal and legal.
On trade, the administration has backed out of the Trans-Pacific Partnership, a pact to lower trade barriers between nations around the Pacific Rim, and is threatening to abandon similar pacts with Europe and the rest of North America. The administration has also implemented tariffs on imported goods as varied as steel and aluminum, household appliances, and solar panels, and is threatening them on foreign automobiles. It has also singled out specific nations for additional tariffs, with China as its chief target. In response, China, Canada, and the European Union are formulating (and beginning to enact) reciprocal tariffs against U.S. goods.
Econlog contributors have written much here and elsewhere (see these two articles that Pierre Lemieux wrote for Regulation) about protectionism’s self-inflicted harm and the virtues of trade. President Trump says his tariffs will force trading partners to open their markets to more U.S. goods, thereby moving the world toward freer trade (so long as there are no persistent bilateral trade deficits). He even claims that, as a result of the actions, “Every country is calling every day, saying, ‘Let’s make a deal, let’s make a deal,’” for improved trade relationships. However, his administration has yet to announce any such deals, nor do foreign nations seem particularly concerned with negotiating. Instead, the United States appears to be moving toward a sort of reverse–Galt’s Gulch where we withdraw from international trade while the rest of the world continues to lower their protectionist barriers and grow richer as a result.
Concerning immigration, one of the foundational planks of the Trump presidency (perhaps the foundational plank) is that both legal and illegal immigration threaten national security and increase Americans’ risk from violent and property crime. Many MAGA supporters also claim that cutting immigration will raise low-skilled U.S. workers’ wages by reducing the supply of labor.
But empirical evidence contradicts Trump’s national security and crime claims; immigrants (both legal and illegal) appear to have lower propensity to commit violent and property crimes than native citizens, and the nation’s immigration vetting procedures—tightened after 9/11—have proven highly effective at screening out dangerous persons.
Concerns about immigration’s effects on wages for low-skilled labor have some empirical support; however, immigration also appears to increase native-born workers’ wages overall, in part because immigrants help improve productivity. Besides, the American economy benefits from immigrants’ greater entrepreneurial activity as compared to native workers, and their greater likelihood to be employed.
The empirical evidence indicates that President Trump’s trade policies are harmful and his immigration policies dampen the nation’s economic vigor. In these areas, MAGAnomics is a complete failure.
Regulation
At first blush, regulatory policy seems to be a MAGAnomics success. Following President Trump’s taking office, the Republican-led Congress made unprecedented use of the 1996 Congressional Review Act to repeal more than a dozen regulations of questionable value that the Barack Obama administration implemented in its final months in office. Trump appointees in the federal agencies also put the brakes on ongoing rulemaking, killing a slew of Obama initiatives. This has yielded a historic freeze in the growth of federal regulation and even a slight decline in the aggregate cost of regulatory compliance.
But the U.S. economy doesn’t just need a halt to new regulations, but a rollback and simplification of whole regulatory regimes that now harm public welfare. This happened in the great deregulatory wave of the 1970s–1990s under both Republican and Democratic presidencies and Republican and Democratic Congresses. That removal of regulatory obstacles resulted in cellphones in nearly everyone’s pocket, cheaper and commonplace air travel, a wider array of products at lower real prices, and wider and more diverse mass media programming, among many other benefits.
Unfortunately, the Trump administration isn’t laying the difficult intellectual groundwork and building the political coalitions necessary for another wave of enduring deregulation. Neomi Rao, the administration’s head of the Office of Information and Regulatory Affairs and the would-be leader of such a push, has the necessary talent and expertise, but she isn’t getting much help from the White House. As a result, MAGAnomics will likely have no long-term regulatory achievements and its short-term actions will not last much longer than Republican control over the White House and Capitol Hill.
Long-term challenges
The current federal debt is over $21 trillion, roughly 105 percent of GDP. But that is only a portion of the financial liability faced by U.S. taxpayers. If the Social Security and Medicare programs are to continue delivering their current level of benefits for the next 75 years (basically, the lifespan of today’s children), they will respectively have to increase their revenues $13.2 trillion and $37.2 trillion, respectively, over their currently anticipated tax receipts.
Rather than addressing those grave financial problems, Trump has repeatedly vowed to make no changes to Social Security or Medicare benefits. That saddles the U.S. economy with enormous uncertainty—not to mention compels Americans to continue paying into public retirement programs that are high-cost, low-benefit, high-risk, and miserably inflexible. Refusing to address this enormous fiscal overhang is another MAGAnomics failure.
Conclusion
No other Trump economic initiatives come to mind besides those few listed above. MAGAnomics appears to be little more than an impulsive dislike of free trade and immigration, a hazy desire for less regulation, disinterest in (or perhaps a lack courage to face) the nation’s long-term fiscal problems, and a desire to temporarily lower taxes without making the hard choices necessary to fiscally balance those cuts and make them enduring. In other words, MAGAnomics is a slogan supporting a few weak and harmful initiatives, not a serious collection of policies thoughtfully designed to strengthen the nation’s economic health.
But perhaps I’m too pessimistic. The Trump administration may ultimately succeed in strong-arming other industrial nations to agree to lower trade barriers. The president and his congressional allies may adopt—and follow through on—major spending cuts. A wellspring of new federal revenue may appear. President Trump’s economic policies may be vindicated.
But it seems far more likely MAGAnomics will join the Federal Reserve’s late-1920s gold policy and the early-1970s Wage and Price Controls as one of the biggest policy flubs in U.S. economic history.
READER COMMENTS
Alan Goldhammer
Jul 19 2018 at 5:41pm
While unemployment is down it doesn’t take into account people like me who took early retirement and withdrew from the workforce (I could be wrong on this). The other point is that real wage growth is very poor in spite of the low unemployment and shows no signs of improving. The money that multinational corporations are bringing back from overseas is going to increased dividend payouts and stock buybacks. Both of these are great for equity holder such as myself but do little for the employees of the companies. I think the biggest potential failure of MAGAnomics is this latter point.
Jon Murphy
Jul 19 2018 at 6:39pm
You are right. People like you (and me, a full-time student) are not included in the labor force calculation, so we are not included in the unemployment rate.
Indeed, this is the concerning thing. But this is hardly unique to Trump, either, so I’m not sure we can blame MAGAnomics except to the extent it perpetuates whatever the underlying issue is (if there is one; I suspect the cause of the stagnation is more and more non-monetary benefits being added in, thus total compensation increases but wages stay flat).
EB
Jul 19 2018 at 10:51pm
Regardless of how well or bad the U.S. economy is doing today, its prospects depend largely on politics –including Trump and all others politicians. To focus on Trump for discussing the prospects while ignoring others is ridiculous, especially once we see how insane some politicians have become. By insane I mean how much some politicians are willing to sacrifice for petty objectives such as to derail Trump.
We, outsiders, are being entertained by American politics. Politicians have always been willing to pay a high price for consequential objectives, but hardly for petty ones. Trump has helped me to confirm the mendacity and the hypocrisy of most politicians as well as their disposition to rely on armies of cheap sicarios to kill the reputation of their enemies. After Trump, it will be much harder to challenge my view of politics. In the meantime, I cheer every time that Obama, McCain, and other anti-Trumpers open their mouth, and hope they keep talking (I wonder how far they will go.)
ant1900
Jul 19 2018 at 11:43pm
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Jon Murphy
Jul 20 2018 at 12:32am
But is still down approximately 2%
ant1900
Jul 20 2018 at 7:41am
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Jon Murphy
Jul 20 2018 at 7:56am
No, that doesn’t suggest Trump has increased growth expectations. To show that, you’d need to show that the stock market would have risen less than 30% under a President Hilliary.
No. The S&P 500 was at a peak just before the Trade War. It remains 2% below.
If we define “winning” as “losing the least,” then that implies the trade war will not MAGA. And a 2% drop in prices is quite substantial.
EB
Jul 20 2018 at 7:10am
No. You don’t judge how good or bad a horse race is or will be by looking at how the bets on the horse are changing. The race provides entertainment by itself, the bets are to earn money by taking risks (do you think that the fact the Bryan Caplan is willing to take small bets changes reality or Bryan’s views of reality?). The fact that some people had lost a lot of money in the first semester of this year doesn’t change the assessment the anyone may have about the economy today (even if the winners had won much more than what the losers lost).
If you want to assess the U.S. economy today, please first tell how you assess economies in general. I reject descriptions of the economy based on the standard macroeconomics (including monetarism) that has been taught to millions of undergraduate students in the past 60 years. Those descriptions are focused on data whose relevance and reliability as descriptions of reality are questionable (even by those that have made a living using them).
Alan Goldhammer
Jul 20 2018 at 7:58am
Using the stock market as a guide would lead us all to vote for Democratic candidates for President (OK to me!!). The market has over performed in recent years under Democratic presidents. If one compares the start of the Obama and Trump presidencies one sees the S&P500 up 16.4% under Mr. Trump – compared to up 44.8% under Mr. Obama for the same number of market days (courtesy of the Calculated Risk blog). Clearly part of the Obama boost was the beginning emergence from the Great Recession. There was also a big stock market boom under Clinton and a big drop under Bush-2. I well remember my retirement funds taking a nosedive in 2006-08.
EB
Jul 20 2018 at 4:11pm
If you want to play that game, please do it right. The relevant date for Trump is November 8, 2016. I don’t have the data but I remember that Paul Krugman had predicted a sharp decline in a few days and then before January 20, 2017, had increased well over 10%.
Jon Murphy
Jul 20 2018 at 10:04pm
One should probably do some kind of cyclical adjustment. Obama’s numbers look gangbuster because the economy was recovering from a very deep recession. Meanwhile, Trump came in in the middle of a recovery. I bet if we compare like to like, we’d see probably no correlation
EB
Jul 20 2018 at 7:56am
The best indicator that the U.S. economy has done well over the past 500 days is that reporters and pundits prefer to talk only about what will happen and by referring only to the great threats that whatever Trump has said imply for their children. Just look at the headlines of most articles in WSJ and Bloomberg. For example, last Thursday they reported about the Unemployment Insurance Weekly Claims on page 3,089, although the official report started with this paragraph
“In the week ending July 14, the advance figure for seasonally adjusted initial claims was 207,000, a decrease of 8,000 from the previous week’s revised level. This is the lowest level for initial claims since December 6, 1969, when it was 202,000. The previous week’s level was revised up by 1,000 from 214,000 to 215,000. The 4-week moving average was 220,500, a decrease of 2,750 from the previous week’s revised average. The previous week’s average was revised up by 250 from 223,000 to 223,250.”
Of course, we may discuss forever why the economy has been doing well since January 20, 2017. I have no problem to say that perhaps it has been despite Trump’s tweets and actions, but I have been saying for decades that most of what happened with the economy had been despite what the president had been doing.
Scott Sumner
Jul 20 2018 at 9:13am
Excellent post.
DB
Jul 20 2018 at 11:53pm
Firey gives a realistic assessment, but I have a different view on several points.
Regarding the long term fiscal issues, Trump knows he can’t cut spending because the Democrats and most of the GOP doesn’t want to cut spending. He’s picking his battles. Consider, ALL the GOP politicians promised to repeal Obamacare, but they only modified it. They are loathe to reduce government control over these large sectors of commerce.
Trump promised not to touch Social Security and Medicare because he believed doing so would ensure he wasn’t elected. If he gets re-elected, perhaps he’ll address these programs then, but that’s probably just wishful thinking.
Regarding immigration, I agree immigrants are better overall than the general native population, and add to our prosperity in general. I’d like a lot more legal immigration. But far too many criminal illegals come back again and again. I’d like to see a more merit based approach to immigration as Trump wants, but again Congress has walked away from the table. I disagree with Trump on reducing legal immigration levels. We need to grow GDP and more immigrants can help do that, but not the kind that are likely to take advantage of government welfare.
Regarding trade, I see Trump fighting against the protectionist and socialist games of picking winners and losers in commerce (depending upon who provides the politicians the most value in campaign cash or other favors). More for the benefit of foreigners in foreign nations, but also of benefit to US exporters. I believe Trump has calculated his tariffs will hurt those politicians who may have to choose between declining prosperity in their countries and losing re-election as a result, or abandoning their corrupt protectionist game. And that the hurt will be worse in those countries and sooner, than the hurt here. I’ve no doubt the tariffs will harm the US economy, but I hope Trump can get the foreign nations to come to the table; otherwise, he’s likely to lose his re-election. He was smart enough to reject the Border Adjustment Tax, which seemed to be Congress setting him up for an economic decline to get rid of him. But he was forced to keep his promise on TPP which CATO rated as an improvement.
Overall, I believe Trump ran on an anti-foreigner platform (immigration and trade) because if he ran against the real problem (too much government growing faster than the private sector) that has caused the lack of economic progress for the middle class, the voters would have rejected him for pointing out we got what we collectively voted for good and hard. The good news is that voters are wising u to the uniparty. They see RINOs making promises they don’t keep, and Democrats that don’t support the working guy anymore.
[spelling of Firey’s name corrected–Econlib Ed.]
njhoepner
Jul 23 2018 at 2:10pm
Agree with part of what you say, disagree with other parts. For example, I see no great desire on the part of Trump, or of the GOP in general, to reduce government spending. Trump is content to chase small fry that fire up his base (the National Endowment for the Arts, the Corporation for Public Broadcasting, foreign aid), but there is no indication of going after any spending that would matter. The GOP, ditto – it’s been this way since at least 1981. It’s like a person with a mortgage five times his income, with two maxed out platinum cards, who decides to “cut back” by giving up one Starbucks coffee a month.
As for trade, attacking everybody at the same time seems like poor tactics at least; walking away from trade agreements in the hopes of making better deals piecemeal doesn’t look likely to succeed; above all, attacking the rules-based system we’ve worked for seven decades to establish in world trade is counter-productive. Focusing on trade deficits is misguided as well. If we cooperated with the EU, Japan, Canada, and Mexico, we could probably handle the real issues with China in short order – but we’ve kicked them all in the shins, so now we’re on our own.
We have huge advantages in world trade – we are the world’s most important market – but we are not indispensable. It would be very hard for the rest of the world to work around us, but at present we’re incentivizing them to take up the challenge.
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