Causes and Effects: The Great Depression and Subsequent Recovery

 

The 1930s in United States history were in stark contrast to the decade immediately preceding.  The Roaring 20s had been an age of growth and excess during which the horrors of modern warfare were exorcised from memory.  Life in the moment and the expansion of credit to fuel this view, per the Austrian Cycle Theory, set the stage for the Great Depression.[1]  The boom in the economy was followed by a period of stagnation, which in turn was followed by the bust of the Great Depression.  Many economic theories and models have been created to determine the cause and ultimate correction of the Great Depression.  Bernstein outlined many groups or types of these theories in his article “The Great Depression as Historical Problem.”  While all of the strongest theories modeled some aspects of the Great Depression, the work of Josef Steindl may have provided the closest theoretical model.  As capital is concentrated overtime.  Holding of capital instead of reinvestment, or other means of dispersal, squelches potential economic growth.  As in other closed systems, entropy sets in and the system falters.  However, an influx of capital into the market or system can trigger revitalization and growth.

While the market crash of 1929 is popularly considered to be the trigger of the Great Depression, the stage had been set by the years leading up to October 1929.  Steindl’s theory used the “behavior of capitalist enterprise” to model how this seemingly sudden economic turn occurred.[2]  This would be particularly rigid in areas where there is a concentration of industry.  As an example, Sam Insull had built an extensive, regional monopoly in the utility supplies for northern Illinois and Chicago during the first three decades of the 20th century.  Hogan describes how the companies themselves survived the initial harsh blast of the Depression due to increasing demand for electricity and natural gas in the rural areas.  These areas were predominately focused on agriculture or coal mining, base necessities for modern society that were not directly affected by the downturn in industry.  Borrowing led to vulnerability of the companies to takeover, which occurred in 1931.[3]  Another example of how the Austrian Cycle Theory models the Depression, also from Chicago, is given by Foldvary.  “So much construction occurred during the 1920s boom that no new office buildings were erected and no new large hotels were built in Chicago from 1931 to 1950.”[4]

An event in 1931 may have been the first in a series of events which led to the recovery of the United States’ economy.  Not the takeover of Commonwealth Edison, but an event that was closely related.  In the summer of 1931, England went off the gold standard.  While this precipitated a stock plummet for Insull’s companies, it also triggered the movement of gold into the United States from Europe beginning two years later in 1933.[5][6] 

Similar to the teaching that the 1929 Crash caused the Great Depression, popular opinion is that the Depression was only resolved by the outbreak of the Second World War.  Romer shows that this is an oversimplification of a longer cycle.  Worldwide in the 1930s, tensions were rising.  In 1931, Japan invaded Manchuria.  Germany saw the rise of the Nazi regime.  The United States was seen as a refuge for people and wealth.  As fascism spread across Europe, fearful business leaders and investors moved their gold supplies and other wealth into the US markets.  This influx of money, not triggered by governmental policies or market manipulations but rather by human events, fueled the further recovery of the United States economy.  Per Romer’s simulation results, “it is possible to conclude that independent monetary developments account for the bulk of the recovery from the Great Depression in the United States.”[7]  While the expansion of US manufacturing capabilities to support the war effort reduced unemployment, the capital to perform this expansion came ashore due to the rising conflict itself. 

Important to note is that the Depression was still existent in Europe.  The ripples from the faltering US economy also caused failures of the struggling German, French, and English economies.  These nations would only see economic recovery after the war.  The necessary capital was injected into these economies through investment or other means such as the Marshal Plan. 



[1] Fred E. Foldvary, "The Austrian Theory of the Business Cycle," The American Journal of Economics and Sociology 74, no. 2 (Mar, 2015), 293, https://api.istex.fr/ark:/67375/WNG-BG2TX9N4-D/fulltext.pdf.

[2] Michael A. Bernstein, "The Great Depression as Historical Problem," Magazine of History 16, no. 1 (Oct 1, 2001), 7, https://api.istex.fr/ark:/67375/HXZ-7SDX9VF4-C/fulltext.pdf.

[3] John Hogan, A Spirit Capable: The Story of Commonwealth Edison (Chicago: Chicago Review, 1987), 151–54.

[4] Foldvary, "The Austrian Theory of the Business Cycle," , 293

[5] Christina D. Romer, "What Ended the Great Depression?" The Journal of Economic History 52, no. 4 (Dec 1, 1992), 773, https://www.cambridge.org/core/product/identifier/S002205070001189X/type/journal_article.

[6] Hogan, A Spirit Capable: The Story of Commonwealth Edison, 154

[7] Romer, "What Ended the Great Depression?" , 774

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