Five Treasury Secretaries Warn

Five Former Treasury Secretaries: Our Democracy Is Under Siege

The New York Times, Feb. 10, 2025
By Robert E. Rubin, Lawrence H. Summers, Timothy F. Geithner, Jacob J. Lew and Janet L. Yellen

The writers are former Treasury secretaries.

When we had the honor of being sworn in as the 70th, 71st, 75th, 76th and 78th secretaries of the Treasury, we took an oath to support and defend the United States Constitution.

Our roles were multifaceted. We sought to develop sound policy to advance the president’s agenda and represent the economic interests of the United States on the world stage. But in doing that, we recognized that our most fundamental responsibility was the faithful execution of the laws and Constitution of the United States…

The nation’s payment system has historically been operated by a very small group of nonpartisan career civil servants. In recent days, that norm has been upended, and the roles of these nonpartisan officials have been compromised by political actors from the so-called Department of Government Efficiency…

We take the extraordinary step of writing this piece because we are alarmed about the risks of arbitrary and capricious political control of federal payments, which would be unlawful and corrosive to our democracy…The role of the Treasury Department — and of the executive branch more broadly — is not to make determinations about which promises of federal funding made by Congress it will keep, and which it will not. …

Any hint of the selective suspension of congressionally authorized payments will be a breach of trust and ultimately, a form of default. And our credibility, once lost, will prove difficult to regain. [end quote]

Defaulting on any aspect of federal payment commitments would cause a crisis that could downgrade the credit of Treasury debt. Treasury yields would rise as the markets would re-price (dump) Treasuries.

That would cause a major financial crisis. Every corner of the asset markets would be impacted and the cost of servicing the federal debt would skyrocket.

President Trump clearly doesn’t understand the seriousness of the situation.

Companies run by President Trump have declared bankruptcy 6 times. He never suffered for that so he treats default casually.

Mark Zuckerberg, the founder of Facebook, coined the phrase “move fast and break things”. Tech bros like Elon Musk seem to have internalized this ethos.

But breaking the Treasury Department by firing competent employees, screwing up its computer code or failing to pay Congressionally-mandated spending (especially interest on Treasury debt) could cause a crisis similar to 2008.

This won’t be a black swan since it’s happening right before our eyes. That’s why the 5 Treasury Secretaries warned.

Wendy

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I think he understands perfectly. He wants the US dollar damaged so that he can put his cryptocurrency as the new dollar. It’s all about maximizing what he can personally make from the deal.

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“Companies run by President Trump have declared bankruptcy 6 times. He never suffered for that so he treats default casually.”

Lucky Loser is the best detailed look at Trump as a businessman. He was terrible at it. One reckless decision after another. He was bailed out by Fred Trump many, many times. And the voters of the United States of America have twice decided that this is the guy they want in charge. They want Trump to run the Country like he ran his businesses. And Trump is doing just that.

I wish there was a place to shelter retirement funds. I have a lot in short term Treasuries, but I’m wondering if Trump can find a way to default on them.

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So did the current ones.

The Captain

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Yes, they did. The point of the message was that the current ones don’t seem to be taking their oaths seriously.

Pete

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He wanted to first time around but was surrounded by adults. This time he is keeping the adults away. I worry as well about Treasuries. But if he manages to hurt them then I see no assets in the USA that would be safe from the fall-out. I’m staying far more diversified than I have been in 15 years as a result.

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And I don’t take what the NYT prints seriously.

The Captain

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But you don’t have to take the NYT seriously to see that MataroPete is correct. T’s picks for cabinet and administrative positions have nothing to do with competence or a willingness to follow the constitution and the law. It’s all about loyalty to him. Hence the warnings from past treasury officials, from past cabinet members, from past military generals…

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And his approval ratings are getting better while he is at it.

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There is a bigger issue pending. The VP has been questioning the principle of judicial review of administrative actions. That would be the ultimate expression of the long used hobby horse of “unelected judges legislating from the bench”.

Steve

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I’ve been pondering the same thing about using t-bills or t-bill funds.

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Repudiating government debt, staring with that special series of bonds in the SS trust fund, is easy. Seems stocks are the only haven, because he would not roger those people that are writing him 7-10 figure checks.

Steve

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That’s the anti T position.

You need to brush up on the platform T ran on and was elected on. Of course the other party does not like it.

The Captain

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Neither do his prior cabinet picks from his first term. Or his generals. The list goes on. Its not just “the other party”.

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This just in:

But let’s pretend the current administration is trying to root out corruption…

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Some of these guys oversaw the deregulation of the banking industry and oversaw the 2008 real estate implosions.

They really do not impress me.

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That’s why they were not chosen this time. Makes perfect sense, if at first you don’t succeed, try and try again.

The Captain

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If what you are trying to do keeps getting stopped by reasonable adults trying to follow the law and constitution, maybe what you are trying to do is reckless and dangerous and illegal.

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True but who judges that these people are “reasonable adults” instead of political opponents?

The Captain

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The DOJ already shut down the department that investigated and prosecuted foreign attempts to influence US government officials. SCOTUS, long ago, said paying bribes to government officials, dressed up as campaign “contributions” was legal, and now the court has said bribes paid after the fact are “gratuities”, thus legal.

Onward Shiny-land, where getting what you want from the government is as easy as writing a check…I could further suggest that the only way to get what you want from government is by writing a check.

Steve

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