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Any financial solution will have to involve repealing the Financial Services Modernization Act of 1999 (banks can become too big to fail) and the Commodity Futures Modernization Act of 2000 (no regulation for CDS)

   

  

      

 

1928-2009 

COUNTDOWN TO FINANCIAL MELTDOWN

 

"You could argue that transportation deregulation has been a wash—replacing a system of bureaucratic incompetence with one of profit-seeking negligence, and exchanging safety for lower prices."

 

Glass-Steagall Act of 1933 An early piece of New Deal-era legislation, the act was passed in response to speculation and manipulation of the markets by huge banking firms, which most liberal economists believed had brought on the crash of 1929. Glass-Steagall imposed firewalls between commercial banking and investment banking, and between the banking, brokerage, and insurance industries.

  

The Uptick Rule of 1938 mandates, subject to certain exceptions, that, when sold, a listed security must either be sold short at a price above the price at which the immediately preceding sale was effected or at the last sale price if it is higher than the last different price.  It was intended to reduce the effects of concentrated short selling during the market breaks.

  

The Garn-St. Germain Depository Institutions Act of 1982 (Reagan initiative) turned out to be one of many contributing factors that led to the Savings and Loan crisis of the late 1980s. costing taxpayers an estimated $150 billion in government bailouts, and contributed to the recession of the early 1990s.  This legislation was designed to protect financial institutions (providing mortgages) from volatile swings in the interest rates.  It marked the beginning of the Adjustable Rate Mortgage (ARM),  interest only mortgage, the negative amortization mortgage, and the balloon payment mortgage.

 

Shad-Johnson Jurisdictional Accord signed in 1982 prohibited futures contracts on individual stocks and narrowly-based stock indexes.  A potential concern in repealing the Accord is that these transactions will be subject to manipulation and insider trading abuses.

 

     

The Budget Enforcement Act of 1990 (PAYGO) required all increases in direct spending or revenue decreases to be offset by other spending decreases or revenue increases.  These rules were in effect from 1991-2002.  In 1991 the Federal deficit was 4.5% of GDP, by FY 2000 the Federal surplus was 2.4%.

     

Financial Services Modernization Act of 1999- End to "unfair" restrictions imposed on banks during the Great Depression, Treasury Secretary Robert Rubin, always a good friend to Wall Street, finally brokered a deal between the administration and Congress that allowed banking deregulation to move forward.

    

In 1979, a Supreme court decision began the unwinding usury laws. 

 

Traditionally, the Chairman of the Board and appointed Directors were the watchdogs of the CEO and company management and had separate responsibilities.  During the 80's, the CEO took over the office and responsibility of the Chairman and appointed his own directors.  Oversight ceased to exist and compensation skyrocketed.

 

The Gramm-Leach-Bliley Act of 1999 (introduced by Senator Phil Gramm) repealed the provisions  of the Glass-Steagall Act of 1933 that prohibit a bank holding company from owning other financial companies.

  

The Commodity Futures Modernization Act of 2000  ("Enron Loophole") repealed the Shad-Johnson Jurisdictional Accord and exempted Credit Default Swaps from regulation.  They were designed to shift the risk of default to a third-party. U.S. Sen. Phil Gramm (Sen. Lugar, Fitzgerald, Phil Gramm, Chuck Hagel, Thomas Harkin, Tim Johnson) introduced the Act on behalf of financial industry lobbyists and was rushed through Congress as a companion bill to the omnibus spending bill, the last day before the Christmas holiday. President Clinton signed the bill into Public Law on December 21, 2000.

 

The Economic Growth and Tax Relief Reconciliation Act of 2001 allowed PAYGO rules to lapse in the House and be watered down in the Senate, which made it easier for lawmakers to approve President George W. Bush's tax cuts and a Medicare prescription drug plan. 

      

The SEC in 2004 made the decision to allow Goldman, Merrill, Lehman, Bear Stearns, and Morgan Stanley to legally violate existing net capital rules from 12:1 to 40:1.  Since the net capital rule is applied at the end of each month, it is possible that several of the financial institutions exceeded 60:1.

     

The Bankruptcy Abuse Prevention and Consumer Protection Act of 2005  made sweeping changes to American bankruptcy laws, affecting both consumer and business bankruptcies. Many of the bill's provisions were explicitly designed to make it "more difficult for people to file for bankruptcy. Although the law  was intended to make it more difficult for debtors to file a Chapter 7 Bankruptcy, it instead forced debtors to file Chapter 13, under which debts are discharged only after the debtor has repaid some portion of these debts.  Unintended consequence:  In 2008 a million + homeowners paid off their credit cards with their home equity line and then walked on their mortgage when they couldn't afford it. 

 

The SEC eliminated the uptick rule in 2007. The SEC's Office of Economic Analysis and academic researchers provided the SEC with analysis that concluded that the uptick rule modestly reduced liquidity and did not appear to prevent manipulation.

   

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Enter Bear Stearns-. In addition, the merging of commercial and investment banking helped enable high-risk mortgage lending to make its way into the mutual funds and 401Ks of millions of Americans in the form of mortgage-backed securities.

 

Enter the subprime crisis.  Welcome back, 1929.  Increased regulation will never come willingly from the Federal Reserve, an "independent entity" that has always operated largely in the interests of the big banks that make up its membership and provide its funding.

 

Under two decades of leadership by the notorious anti-regulator Alan Greenspan, the Fed took a hands-off approach, preferring to set "guidelines" for the financial industry rather than enforce rules.

 

The Financial Services Risk Regulator proposed by Barnie Frank last week would have the power to demand "timely market information from market players, inspect institutions, report to Congress on the health of the entire financial sector, and act when necessary to limit risky practices or protect the integrity of the financial system."  Barney Frank's modest proposal simply says that if the government is going to back loans to billionaire investment firms at rates that middle-class credit card holders can only dream about, the companies are going to have to submit to a little oversight in return.

 

In the end, the real question is what kind of regulation of these industries can come from a Democratic Party that now relies on Wall Street to fund its campaigns.

 

With his speech in New York, Obama is clearly trying to show himself to be a man who isn't afraid to bite the hand that's feeding him. He denounced both "Republican and Democratic administrations" for regulatory failures leading to the current crisis, and, as the New York Times, "handouts supporting the speech" noted that "the banking and insurance industries spent more than $300 million on a successful campaign to repeal the 1933 Glass-Steagall Act in 1999."

 

Once the campaign rhetoric fades, the only thing that might bring change on Wall Street is a revolt on Main Street, from Americans who finally cast blame for their lost homes and depleted retirement accounts on its rightful source.

  

 

This act was incorporated in an omnibus spending bill signed by President Bill Clinton on December 21, 2000;

 

The act has been cited as a public-policy decision significantly contributing to Enron's bankruptcy in 2001 and the much broader liquidity crisis of September 2008 that led to the bankruptcy filing of Lehman Brothers and emergency Federal Reserve Bank loans to American International Group[1] and to the creation of the U.S. Emergency Economic Stabilization fund.

   

The bill was never debated by the House or Senate. The bill by-passed the substantive policy committees in both the House and the Senate so that there were neither hearings nor opportunities for recorded committee votes. In substance, it appears that the leadership of the Republican-controlled Senate and House incorporated the deregulation of credit default swaps into an omnibus budget bill at a time when the outgoing president was in no position to veto anything.

  

The following article suggests that Bill Clinton and Alan Greenspan endorsed this law The Bet That Blew Up Wall Street though Clinton's position in 2000 is only suggested, not confirmed or made clear in the report.

    

In September 2007, Senator Carl Levin introduced Senate Bill S.2058 specifically to close the "Enron Loophole"  This bill was later attached The 2008 Farm Bill". President Bush vetoed the bill, but was overridden by both the House and Senate, and on June 18, 2008. One specific reason behind its introduction was to address the record high oil prices of the 2000s energy crisis.

   

The prohibition on single-stock futures and narrow-based indices that had been in effect until the passage of this act was known as the Shad-Johnson Accord because it was first announced in 1982, as part of a jurisdictional pact between John S.R. Shad, then chairman of the U.S. Securities and Exchange Commission and Phil Johnson, then chairman of the Commodity Futures Trading Commission.

 

 

1945-1979All states adopt special loan laws that cap interest at higher than the general usury rate—at 36%—but cap it nevertheless.

1977 The federal government passes the “Community Reinvestment Act” (CRA) which requires banks to invest in their communities.

1978 The US Supreme Court decides that national banks may export the state interest rate law of their home state into any state where they do business. In response, South Dakota eliminates its interest rate caps. Several credit card issuing banks move to South Dakota and operate nationally with no interest rate cap.

1980 Congress preempts state interest rate controls on all first lien mortgages. This enables predatory mortgage lenders to make seemingly affordable loans, like adjustable rate and interest-only loans, that lead to foreclosure for many.

1994 Congress adopts the Home Ownership and Equity Protection Act of 1994, which provides some substantive protections to home mortgage borrowers with interest rates or points that are extraordinarily expensive, but sets no limits on what can be charged for these loans.

1994-2005 Many states and cities try to protect their citizens by adopting state statutes and local ordinances to curb predatory lending, but preemption claims by the federal government impede their efforts. Numerous bills are introduced in Congress to protect consumers in a wide range of transactions, including rent-to-own, credit cards, payday lending, and predatory mortgage lending, but none of these bills makes it to a hearing.

2001-2007  Predatory and mainly subprime lenders make home loans to people who cannot afford them, boosting their own profits in the short term.  Many of these loans are packaged and sold to Wall Street.

2005 After extensive pressure from the industry, the federal government changes bankruptcy laws, making it harder for consumers to discharge debts and get a clean start in bankruptcy.

2006 Congress passes the “Talent Amendment” which to caps interest on loans made to active military personnel and their families at 36%, reacting to findings that high-cost payday lenders had been targeting the military.

2007 Foreclosure rates begin to increase dramatically as a result of predatory mortgage lending.

  The launch of Americans for Fairness in Lending (AFFIL), a national multi-organization collaborative message and action campaign designed to raise public awareness and generate outrage about predatory lending.

2008 Unpaid mortgages cause mortgage-backed securities on Wall Street to continue to "go bad," triggering widespread economic downturn in both the United States and around the world.  Some commercial and investment banks go bankrupt, and some are the object of government "bailouts."

    

09/20/08