Examining Federal Bailouts in History

Aug 30, 2024

Chapter 3: Protectors of the Public

Introduction

  • This chapter discusses the concept of "bailouts" as applied to various cases, including Penn Central, Lockheed, New York City, Chrysler, and others.
  • The analogy of a sporting event used previously is abandoned for a more serious examination of the "real game" of bank bailouts by the Federal Reserve.

Penn Central

  • The largest U.S. railroad faced bankruptcy in 1970, deeply in debt to multiple large banks.
  • Banks had significant control over management decisions, contributing to financial mismanagement.
  • Insider trading allegations arose when banks sold shares before public announcements.
  • The need for a federal bailout became evident to prevent complete shutdown.
  • The Fed's intervention included opening the discount window to provide liquidity.
  • Eventually led to the nationalization of passenger and freight services through Amtrak and Conrail.

Lockheed

  • Largest defense contractor, faced bankruptcy in 1970.
  • A coalition of interests lobbied for a federal bailout to prevent military and economic fallout.
  • Treasury guaranteed $250 million in loans, essentially subsidizing defense contracts.

New York City

  • In 1975, NYC faced financial collapse due to excessive debt, employment, and welfare promises.
  • Banks held significant debt, necessitating federal intervention to prevent bankruptcy.
  • Federal loans enabled the continuation of city services under the specter of potential financial chaos.

Chrysler

  • In 1978, Chrysler faced massive debt due to outdated vehicle models and high interest rates.
  • A $1.5 billion federal loan guarantee was arranged to save the company.
  • Banks benefitted from taxpayer-backed loans, while Chrysler avoided collapse.

Federal Deposit Insurance Corporation (FDIC)

  • FDIC not true insurance, but more a tool for bailouts of large banks.
  • Several options for handling bank failures: payoff, sell-off, or bailout.
  • Bailouts protect banks regardless of size, but particularly favor large banks.

Unity Bank

  • An exception to bailout practices, saved due to social and political considerations.
  • Despite financial mismanagement, the bank was bailed out to avoid social unrest.

Commonwealth Bank of Detroit

  • Bailouts became standard for larger banks, with justifications ranging from essential services to minority issues.

First Pennsylvania Bank

  • 1980 bailout emphasized importance of large banks in maintaining economic stability.
  • FDIC provided substantial support to prevent perceived domino effect.

Continental Illinois

  • 1984 bailout of the nation's seventh-largest bank represented one of the largest interventions.
  • Triggered by a chain of bad loans and an electronic bank run.
  • FDIC and Federal Reserve provided extensive support to prevent collapse.
  • Highlighted the disparities in treatment between large and small banks.

Conclusion

  • The Federal Reserve and associated bailouts favor large banks at the expense of smaller ones and taxpayers.
  • This chapter provides a foundation for questioning the role of the Federal Reserve and its impact on the economy.