In Tuesday’s Irish Times, writing about the recent announcement of the closure of Postbank, Fintan O’ Toole suggests that the Irish Government has a “strange definition of ‘systemic importance’”. Contrasting the apathy with which the impending closure of Postbank (jointly owned by An Post and BNP Paribas) has been met, with the €30 billion of taxpayers’ money pumped into embalming Anglo’s corpse, he writes:
Let’s consider this proposition. Postbank has deposits of €450 million and 170,000 customers. It has 70,000 savings and 35,000 current accounts, 90,000 insurance policy holders and 10,000 credit-card customers. It does what banks used to do – provide financial services for ordinary people in their own communities.
Because it operates through a thousand post offices, it is particularly important in towns, villages and working-class urban areas that have long since been abandoned by the main banks. More importantly, in any sane approach to the banking collapse, Postbank would have been an important part of a new strategy of creating sensible, community-based banks for individuals and small businesses.
But none of this is of systemic importance to the economy. To achieve that enviable status and become immortal, Postbank would have had to do certain things. It would have needed a chief executive who was on first-name terms with the taoiseach and who delivered regular lectures to the nation on the evils of social welfare and regulation.
He goes on to list a number of other ‘credentials’ such as “cooking the books” and bamboozling its investors. “If it had concentrated on these goals instead of getting stuck in the pathetically old-fashioned rut of helping ordinary people manage money, it would have been systemically important”. O’ Toole makes a reasonable point about the contradictions in this rationale, which he views as indicative of political cronyism and corruption. Brian Lenihan’s strong assertion that “as a country we cannot have the message going out that we will let a bank fail” is now not so important it seems. The fact that the promise of state support, received by those banks closest to property and investment markets, is not being extended to Postbank could be explained in terms of the clientalism of Irish politics, as O’ Toole does here and elsewhere. However, it has also to do with broadely more structural problems to do with the Irish political system: namely that Irish politics is characterised by a cloaking of ideological positions by politicians and political parties attempts to always straddle the middle-ground, and by a subsequent lack of long-term forward planning.
As suggested elsewhere on this blog:
For the past decade Ireland has exported its development model, a kind of hybrid American neoliberalism (minimal state, privatisation of public services, public-private partnerships, laissez-faire planning, low corporate and individual taxation, light to no regulation, clientism) meets European social welfarism (developmental state, social partnership, welfare safety net, high indirect tax, EU directives and obligations).
Neoliberalism as a political practice rarely exists in any sort of form close to ‘pure’. Any number of examples of such policies in action will testify to the fact that neoliberalism does not involve minimal state intervention in the market so much as a reallocation of the types of intervention. The Irish banking crisis is a clear case in point. Successive deregulations (or the elected avoidance of enforcing regulation) in the banking sector allowed the market free reign to run their own affairs. This was taken into overdrive with all sorts of outlandish schemes designed to stack up ever increasing profits and for a time the Irish banks were able to keep themselves aloft on the thin ice on which they were skating by the sheer force of momentum. When the credit crunch hit and the property market burst, the whirling stopped, the ice cracked and the banks fell heavily into the sea of debt they had created for themselves. After years of minimal intervention the state was then called in to mount the rescue mission, turning tax payers’ money into life buoy bailouts and the good raft NAMA on which the debt soaked banks could be kept temporarily afloat.
Moreover, neoliberalism is arguably imbued with more inherent contradictions. David Harvey, in his A Brief History of Neoliberalism sees the neoliberal political project essentially as a device designed to restore class power to an established elite. Looked at in this way, such a radical departure in the organisation of society has a fundamentally conservative agenda; to retain power and influence within a given sector of society. The Irish case reflects this contradiction clearer than most. The Irish economic model is viewed as a poster child for the supposed benefits accrued through neoliberal deregulation – fast growth in economic and social standards – and has been taken on tour to espouse these values. Yet in the drowning days of the Celtic Tiger, the state has thrown all its resources into building a flimsy raft to save an elite circle of bankers and builders from sinking in the sea of their own economic ineptitude. Within a political logic that was truly neoliberal, only the strongest swimmers would make it back to shore. A bank like Anglo would have been left go to the wall.
This begs the question of just to who exactly it is that “as a country we cannot have the message going out that we will let a bank fail”? In a previous post on this blog, Enda Murphy suggested that now “the ‘national interest’ means Ireland Inc, not the general population”, as the state pander to a perceived group of international investors and speculators. It is presumably to this imagined group that Mr. Lenihan is referring. But even still, the argument is not self-evident. Banks have been let go to the wall in the US, and in the UK, Sweden and Finland the state has taken such significant shareholdings in banks so as to effectively nationalise them. So why would similar actions in Ireland be perceived in such negative terms? The answer is perhaps they wouldn’t. However, this is not the Government’s only objective here.
In the same post, Enda makes the point that the ‘hard decisions’ currently being made by Government are at heart deeply conservative; “‘making hard decisions’ means that systems of private power, in particular, are never really threatened. In fact, power and privilege are protected and consolidated at all costs”. This again reflects the conservative core of the neoliberal project, but also the Government’s unwillingness to take a definitive stance on many issues. Mr. Lenhian’s ‘hard decisions’ on the banks are indicative of the government’s approach generally to the crisis: if we throw enough money into the same flawed system we can get it working again. The aim has been to fix the cogs in the system. There has been little consideration of the possibility that the system itself is faulty. While attempts are made to restore order to the system, these simultaneously take the form of anxious offerings made to appease the gods of the global market. In reality, Mr. Lenihan’s supposed commitment to the banks is characterised by a typically Irish response that aims at a political middle-ground between restoring the same system that has just crashed and trying to convince international investors and speculators that we have learned from our mistakes.
Such seemingly contradictorily measures are not part of a long-term strategic plan for economic recovery but are short-term and reactive. When Mr. Lenihan inferred that no Irish bank would be left go to the wall, what he should have said was ‘we won’t be letting these particular banks go to the wall this week’. The fact that Postbank’s impending dissolution contradicts the Minister’s previous commitment is hardly surprising. Over the past twenty years, the Irish political landscape has been characterised by such ideologically non-committal and short-termist policy actions. Even the ‘economic model’ that has since been toured the world over is better described as a series of disparate policies, deals, and actions that were rationalised after-the-fact, rather than as a ‘plan’ per-se. Now that the Government is more obviously in crisis-management mode, this lack of coordination and long-term planning is more visible. Without the prestige of (at least illusory) economic growth, the magic trick falls apart. What we are now seeing is the sight of the cards falling from the magician’s sleeve as he takes his bow. This magic show is being scripted on the spot. Ladies and Gentlemen, we still don’t have a plan.
Despite the fact that Ireland has been viewed internationally, in Seán O’ Riain’s terms, as a “shining star of neoliberal orthodoxy”, its presence within Irish politics is often invisible. After all, at the tail end of the widespread deregulation of the Irish economy under his leadership, former Taoiseach Bertie Ahern could publicly declare himself a socialist. While this statement caused much mirth at the time, Ahern had perhaps only encroached slightly into the zone of unacceptable Irish political behaviour. Over the period of the Celtic Tiger, neoliberal reforms were introduced in ways that folded them into the contingent contradictions entrenched in Irish politics, which has always lacked a clear ideological stance and had short-term (primarily economic) goals. Economic policy was considered an economic and not a political matter. In large part this continues today. There has been very little public debate about the ideology (conflicted as it may be) that underpins the Irish economic model. In many ways, neoliberalism has been naturalised to such an extent within the actualities of Irish economic policies that it isn’t viewed as ideology. The inherent logic of the model is assumed to such an extent that it is natural to fix what is broken in it, rather than ask ourselves the question: how did such a model come into being and what are its goals? These goals cannot be merely the mending of the economy in the short-term. They need to stretch beyond this to encompass a long-term view of not only economic prosperity but also social sustainability. This reflects points I have previously made on the blog. There needs to be a national debate not just about economic recovery but about what sort of nation and what sort of society we want to recover into.
Cian O’ Callaghan
March 4, 2010 at 12:37 pm
Well done to Cian O’ Callaghan’s exposition of the elements of truth in the American economic model of constrained, regulated neo-liberalism.
As an American now living in Ireland, I have been gobsmacked to discover the “wild, wild west” of Irish business practices and absence of regulation in the public interest. My Irish friends listen in envy as I tell one tale after another of American pirates who’ve done the “perp walk” in handcuffs on their way to the jails — as contrasted with their Irish counterparts of no lesser sins who are retiring with golden handshakes and golfing in Spain. We have had a strong record of banking regulation in the United States since the 1930’s and, with Sarbannes-Oxley now on the scene, have made it clear that public companies have to operate transparently — or else. Many of us cheered when the Secretary of the Treasury said “no, thank you” to the naked greed of Lehman Brothers and left the lads to walk over to the Bankruptcy Court. Life went on and no public money was pumped into that zombie institution.
I have admired the business model of Postbank and thought that if Ireland were really interested in serving the public interest, it would have looked to Adam Smith for guidance and allowed all of Ireland’s banks that were failing to do just that — fail. It might have nationalized AIB and Bank of Ireland early on — as it appears it will be doing anyway — and held an auction for the business and assets of each, while saying “sorry, lads” to the shareholders. Deposits would be guaranted, as was done anyway, and life would go on. Signmakers and printers would be employed to change the names on the door and on the paperwork and we’d get used to the new normality in short order. Anglo would be relegated to the place it has richly earned — the dustbin. The fellows responsible would do the perp walk, the Special Criminal Court would hold overtime sessions, and we might even arrange a “bankers’ wing” at the new Thornton Hall prison. Ah, such is this American’s view of justice in Ireland, wrongly perverted by the flim-flammery of a government that has clearly lost the moral right to govern.
It was an American, a Brooklyn lad named George De Valero, a fellow of mixed Cuban and Irish parentage, who gave Ireland its constitution. We later know him under his name of convenience, Eamon de Valera. On careful reading of the mish-mash of a document he’s left us with, this American will offer at least three conclusions:
1. There’s too much in it of the old parliamentary system of masters we’ve tried for centuries to get rid of.
2. Politicians are left in office for too long (and you know what happens when fish is left too long in the fridge).
3. There is no separation of the legislative and executive branches of government, hence no check on power and possible abuses in the executive by the representatives of the people in the legislature.
So I conclude with a vigourous “Hurray!” for Cian O’Callaghan on this point: There needs to be a national debate not just about economic recovery but about what sort of nation and what sort of society we want to recover into.
Indeed!
March 4, 2010 at 10:21 pm
@John:
I don’t think the legislature and executive branches of government need to be separated, US-style, in order to get rid of corruption, and in fact I don’t think that would solve that particular problem.
After all, over here in the UK, we have plenty of flaming assholes in politics but considerably less corruption (Jeffrey Archer excepted), despite having a government-by-committee system similar to the Irish one.
The problem is that Ireland is very small and so the people with power are all in each others’ pockets, including the regulators. You need to stop that from happening.
I don’t have any answers mind you. I voted with my feet…
I will point out that none of us over here are ecstatic about being the new owners of RBS either…
March 4, 2010 at 10:29 pm
@Cian O’Callaghan
O’Toole is right and here is more proof:
The journalist who in January broke a story about the Gardai being poised to make arrests in the Anglo investigation before the end of February (over a year since the investigation began) reveals important news.
His Jan report of imminent arrests is here:
http://www.tribune.ie/business/article/2010/jan/10/gardai-poised-to-arrest-anglo-irish-staff/
But by Mar 1st Canon Law had reasserted itself and
“THE GARDA investigation into practices at Anglo Irish Bank is “unlikely” to result in any criminal charges or arrests in the short to medium term, it has emerged.”
http://www.irishtimes.com/newspaper/finance/2010/0301/1224265371985.html
The journalist speaks here on why the arrests never took place.
http://www.thepropertypin.com/viewtopic.php?f=46&t=27447&start=15
The thread is in the Anglogate forum: “Tribune: gardai-poised-to-arrest-anglo-irish-staff”
Go to the second last post on page 2. He says:
“when i wrote the story, there was particular date earmarked for the arrests (not the anniversary), a number of people and a charge that was to be brought. I can’t say the charge as that was deal with main sources. some internal inquiries were made after publication of story.
Then it became:
“Quote:
Threat of arrests in Anglo probe
http://www.independent.ie/national-news … 58032.html
And some may be arrested if investigating officers are not satisfied with their level of co-operation while being interviewed…
A senior officer said last night: “We are aiming to have this investigation brought to a close within a couple of months to allow us to send off the file.
“We are now entering a critical phase in our inquiries after a huge trawl through the documentation and computer files seized from the bank last year.””
His conclusion on this:
“Now there’s further climbdown. My info is that it’s for internal reasons. One of the other posters has come close to explaining why but don’t think it’s appropriate for me to write it here.”
Internal reasons? The Gardai failed comprehensively to hold the church to account. Now this. Do they want to be a force for Law or a force for Canon Law?
March 4, 2010 at 11:05 pm
@Cian O’Callaghan
The Gardai have been sitting on this case for a year. This was revealed BEFORE they raided Anglo:
“Anglo carried out ‘balance sheet management’ transactions for banks all over the globe, writes Business Editor Emmet Oliver”
http://www.tribune.ie/article/2009/feb/22/revealed-inside-story-of-anglos-deposits-anglos-cu/
March 5, 2010 at 2:34 pm
@Oliver
We knew the government were engaged in a cover up regarding the banks but this is really shocking. Basically, as is now being said of the HSE in the Tracey Fay case, the Gardai are engaged in a coverup. This is a deliberate go slow on an investigation i.e. a cover up. To not have interviewed the key people involved a year after the investigation started, to have no plans to arrest, to in fact be deliberately delaying this, is appalling and illegal. Anglo engaged not only in the illegal balance sheet management described above. It also engaged in a massive totally illegal secret operation to buy its own shares. And an illegal concealing of directors loans. We are a country with a criminal police force.
This is utterly shameful.
March 5, 2010 at 4:32 pm
@Oliver Vandt
Here is what the public think. From a national opinion poll last month:
“according to a Sunday Independent/ Millward Brown Lansdowne opinion poll…
A massive 58 per cent are “not at all satisfied”, and 21 per cent are “not very satisfied” with the way in which the Government is handling the banking crisis; just 12 per cent have expressed any form of satisfaction.”
And on investigating the bankers:
“An overwhelming 91 per cent want criminal prosecutions pursued against those in the banking sector found to have been in breach of the law, precisely the same finding as a year ago when the same question was asked in the last such poll.”
The author, normally a government supporter, concludes:
“The public is obviously dissatisfied that no such action has been taken against bankers in that year, despite the instigation of a number of investigations by various authorities.”
http://www.independent.ie/national-news/no-faith-in-leadership-politics-or-banks-poll-2062791.html
March 8, 2010 at 2:21 pm
Thanks to everyone for their comments. Sorry I am only getting around to digesting them now, was away for a few days.
@ John Shanahan: I agree with you that the legislative apparatus in the US is much more equipped to deal with corporate crime, and that this demonstrates a willingness on the part of the state to pursue companies and individuals through the courts. I am not really familiar with the details of the history and politics of banking (and corporate) regulation in the US, so I can’t really comment on to what extent this regulation is in the ‘public interest’ or more specifically in terms of ‘investor interest’.
I think Dee Dee Ramona makes a good point about Ireland being small and that people in power “are all in each others’ pockets”. This type of governance arrangement is not unique to Ireland: Any urban regime analysis (http://www.answers.com/topic/urban-theory) demonstrates the significance of the relationships between elected and non-elected bodies and individuals in effecting decision making. Nevertheless, I think the whole system in Ireland leans towards this type of political ‘intimacy’. I think there is a widespread acceptance of Irish politics working in terms of individual favours – from close relationships between government and CEOs to individual TDs responding to requests from constituents for planning permission or getting a pothole fixed – rather that operating a system of regulations. In that the overall picture of policy is made up of these fragmented pieces, there tends to be nothing like a long-term policy that is not subject to constant modification.
@ Oliver Vandt: I agree with you that O’ Toole’s analysis is correct. My point here was to add to that some comments on the nature of political systems more generally in the country.
Cian
March 8, 2010 at 9:45 pm
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March 31, 2010 at 12:10 am
Irish ideology – petty bourgeois property-lust with a veneer of religious altruism and cultural nationalism, the effects of which have been tempered by the constant drain of emigration. Now largely shaped by a combination of fear, guilt and denial.