Sunday, 31 May 2026

Capitalism’s fuel is structured to run out

 

The debt creation of money and the unsustainable financial extraction - Capitalism’s fuel is structured to run out:

A crucial factor that has fuelled capitalism is the debt creation of money (fractional reserve banking). With its roots in the Medicis formalising it by introducing double entry bookkeeping in banking, whereby a deposit became a liability, rather than an asset held under trust, and the deposited money/gold, the bank’s asset. 

Towards the end of WW2, the US Dollar became the world currency, the authors of the structure thought that it would provide stability, based on the exchange rate regime designed by them. 

However, the oil price weapon used by the Arab countries in 1973, to counter the Western support for Israel, led to the US forcing KSA to sell oil exclusively for dollars. This was necessary as the US had abandoned the gold standard a couple of years earlier, which had removed the constraints on money printing. The fifty-five years since then demonstrates the increasing role of financialisation since then. 

Data of the last fifty-five years: The global GDP grew 10.2 times, while global debt grew 27.8 times in size. Along-with this, the financial services extracted twice as much out of the productive side as compared to its extraction fifty-five years ago (8% of the world GDP versus 4% fifty-five years ago).

Debt will grow into perpetuity: the way the system is structured, in the event there is an attempt at reducing the aggregate debt, it will amount to the reversal of creation of money, i.e., the aggregate money in circulation will go down, creating recessionary pressures. Since we need the aggregate money in circulation to grow in line with economic growth required to improve the living standards of billions of downtrodden people around the globe, debt will have to grow into perpetuity, that too at a higher pace to accommodate the extraction of interest on debt. 

The System is likely to collapse under its own weight: Based on the fifty-five-year data, the rate of extraction by the financial investors out of the productive sectors will continue to accelerate; thus, at some point in time the proportion of this extraction will overwhelm the productive side of the economy and the parasite will outgrow the host, leading to a collapse of the economic system as we know it today.