Thursday, February 13, 2020

Venezuela Hyperinflation


Hyperinflation in Venezuela is a period of currency instability in Venezuela that began in November 2016 during the country's ongoing socioeconomic and political crisis

Venezuela began experiencing continuous and uninterrupted inflation since February 1983, with double-digit annual inflation rates. From 2006 to 2012, the government of Hugo Chávez reported decreasing inflation rates during the entire period. Inflation rates increased again in 2013 under Chávez's successor, Nicolás Maduro, and continued to increase in the following years, with inflation exceeding 1,000,000% in 2018. In comparison to previous hyperinflationary episodes, the ongoing hyperinflation crisis is more severe than those of ArgentinaBoliviaBrazilNicaragua, and Peru in the 1980s and 1990s, or that of Zimbabwe in the late-2000s.

In 2014, the inflation rate reached 69%, the highest in the world. In 2015, the inflation rate was 181%, again the highest in the world and the highest in the country's history at the time. The rate reached 800% in 2016 over 4,000% in 2017 and 1,698,488% in 2018, with Venezuela spiraling into hyperinflation. While the Venezuelan government "has essentially stopped" producing official inflation estimates as of early 2018, inflation economist Steve Hanke estimated the rate at that time to be 5,220%. 

In April 2019, the International Monetary Fund estimated that inflation would reach 10,000,000% by the end of 2019. The Central Bank of Venezuela (BCV) officially estimates that the inflation rate increased to 53,798,500% between 2016 and April 2019.

Pérez and Caldera administrations - When world oil prices collapsed in the 1980s, the economy contracted, and inflation levels (consumer price inflation) rose, remaining between 6 and 12% from 1982 to 1986. In 1989, the inflation rate peaked at 84%. The same year, following the cut of government spending and the opening of markets by President Carlos Andrés Pérez, the capital city of Caracas suffered from looting and rioting. After Pérez initiated liberal economic policies and made Venezuelan markets more free, Venezuela's GDP increased from a -8.3% decline in 1989 to 4.4% in 1990 and 9.2% in 1991, though wages remained low and unemployment remained high among Venezuelans.

While some claim that neoliberalism was the cause of Venezuelan economic difficulties, an over-reliance on oil prices and a fractured political system have been identified to have caused many of the problems. By the mid-1990s under President Rafael Caldera, Venezuela saw annual inflation rates of 50 to 60% from 1993 to 1997, with an exceptional peak of 100% in 1996. The percentage of people living in poverty rose from 36% in 1984 to 66% in 1995, with the country suffering a severe banking crisis in 1994. In 1998, the economic crisis had worsened, with GDP per capita at the same level as it was in 1963 (after adjusting 1963 dollars to 1998 value), down a third from its peak in 1978; the purchasing power of the average salary was a third of its 1978 level.

Chávez and Maduro administrations - Following the 1998 Venezuelan presidential election, the inflation rate, measured by consumer price index, was 35.8% in 1998, falling to a low of 12.5% in 2001 and rising to 31.1% in 2003. In an attempt to support the Venezuelan bolívar, bolster the government's declining level of international reserves, and mitigate the impact of the oil industry work stoppage on the economy, the Ministry of Finance and the Central Bank of Venezuela (BCV) suspended foreign exchange trading on 23 January 2003. On 6 February, the government created CADIVI, a currency-control board charged with handling foreign exchange procedures. The board set the USD exchange rate at 1,596 bolívares to the dollar for purchases and 1,600 to the dollar for sales.
The Venezuelan economy shrank 5.8% in the first three months of 2010 compared to the same period of 2009, and had the highest inflation rate in Latin America at 30.5%. 

President Hugo Chávez expressed optimism that Venezuela would emerge from recession despite International Monetary Fund (IMF) forecasts showing that Venezuela would be the only country in the region to remain in recession that year.
The IMF categorized the economic recovery of Venezuela as "delayed and weak" in comparison with other countries in the region. Following Chávez's death in early 2013, the country's economy continued to fall into an even greater recession.
The annual inflation rate for consumer prices has increased hundreds and thousands of percentage points during the crisis. Inflation rates remained high during Chávez's presidency.

By 2010, inflation had removed any advancement of wage increases. By 2014, it was the highest in the world at 69%. By 2016, the media reported that Venezuela was suffering an economic collapse. The IMF estimated a 500% inflation rate and 10% contraction in GDP. In November 2016, Venezuela entered a period of hyperinflation. In December 2016, monthly inflation exceeded 50% for the 30th consecutive day, meaning the economy was officially experiencing hyperinflation, making Venezuela the 57th country to be added to the Hanke-Krus World Hyperinflation Table.

The inflation rate reached 4,000% in 2017. The same year, a trend began in Venezuela in which gold farming in cybergames, such as RuneScape, became an acquirable way to get hard currencies. In many cases, they made more money than salaried workers in Venezuela, despite earning just a few dollars per day. During the Christmas season of 2017, some shops no longer used price tags; since prices inflated so quickly, customers were required to ask staff how much each item was. In early 2018, the Venezuelan government "essentially stopped" producing inflation estimates.

In May 2019, the BCV released economic data for the first time since 2015. It reported that the inflation rate was 274% in 2016, 863% in 2017, and 130,060% in 2018. The new report suggests a contraction of more than half of the economy in five years, described as "one of the biggest contractions in Latin American history" by the Financial Times. According two undisclosed sources from Reuters, the release of this data was due to pressure from China, an ally of Nicolás Maduro. One of the sources claims that this disclosure may bring Venezuela into compliance with the IMF, making it harder to support Juan Guaidó during the presidential crisis. At the time, the IMF was not able to support the validity of the data as they had not been able to contact the authorities.

2018 inflation estimate - In 2018, the IMF estimated that Venezuela's inflation rate would reach 1,000,000% by the end of the year. This forecast was criticized by economist Steve Hanke, who claimed that the IMF had released a "bogus forecast" because "no one has ever been able to accurately forecast the course or the duration of an episode of hyperinflation. But that has not stopped the IMF from offering inflation forecasts for Venezuela that have proven to be wildly inaccurate". According to Hanke, Venezuela's inflation rate on 31 July 2018 was 33,151%, suggesting that "Venezuela is now experiencing the 23rd most severe episode of hyperinflation in history."  The IMF reported that the inflation rate for 2018 reached 929,790%, slightly below the original 1,000,000% estimate.

2019 inflation estimate - In October 2018, the IMF estimated that the inflation rate would reach 10,000,000% by the end of 2019, which was reconfirmed in its April 2019 World Economic Outlook report.

Causes - monetarist view is that a general increase in the prices of things is less a commentary on the worth of those things than on the worth of the money. This has objective and subjective components: Objectively, that the money has no firm basis to give it a value. Subjectively, that the people holding the money lack confidence in its ability to retain its value.

According to experts, Venezuela's economy began to experience hyperinflation during the first year of Nicolás Maduro's presidency. Potential causes of the hyperinflation include heavy money-printing and deficit spending. In April 2013, the month Maduro took office, the annual inflation rate was 29.4%, only 0.1% less than the rate in 1999 when Hugo Chávez took office. By April 2014, the annual inflation rate was 61.5%. In early 2014, the BCV did not release statistics for the first time in its history, with Forbes reporting that it was a possible way to manipulate the image of economy. 

In April 2014, the IMF stated that economic activity in Venezuela was uncertain but may continue to slow, and that "loose macroeconomic policies have generated high inflation and a drain on official foreign exchange reserves". The IMF suggested that "more significant policy changes are needed to stave off a disorderly adjustment". According to economist Steve Hanke, Venezuela's current economy, as of March 2014, had an inflation rate hovering above 300%, an official inflation rate around 60%, and a product scarcity index rising above 25% of goods. The Venezuelan government did not report inflation data for September and October 2014.

The growth in the BCV's money supply accelerated during the beginning of Maduro's presidency, which increased price inflation in the country. The money supply of the bolívar fuerte in Venezuela increased 64% in 2014, three times faster than any other economy observed by Bloomberg News at the time. Due to the rapidly decreasing value of the bolívar fuerte, Venezuelans jokingly called it "bolívar muerto" ("dead bolívar").

Maduro has blamed capitalist speculation for driving high inflation rates and creating widespread shortages of basic necessities. He has said he is fighting an "economic war", referring to newly enacted economic measures as "economic offensives" against political opponents, who, according to Maduro and his loyalists, are behind an international economic conspiracy. Maduro has been criticized for concentrating on public opinion instead of tending to practical issues that have been warned by economists, or creating solutions to improve Venezuela's economic prospects.

Devaluation of the bolívar - After the Chávez administration established strict currency controls in 2003, there have been a series of five currency devaluations, disrupting the economy. On 8 January 2010, the value was changed by the government from the fixed exchange rate of 2.15 bolívares fuertes (Bs.F) to 2.60 bolívares (for imported healthcare goods and certain foods) and 4.30 bolívares (for imported cars, petrochemicals, and electronics). On 4 January 2011, the fixed exchange rate became 4.30 bolívares per US$1.00 for both sides of the economy. On 13 February 2013, the bolívar was devalued to 6.30 bolívares per USD in an attempt to counter budget deficits. The black (or parallel) market value of the bolívar fuerte and the bolívar soberano has been significantly lower than the fixed exchange rate and other rates set by the Venezuelan government (SICAD, SIMADI, DICOM). In November 2013, it was almost one-tenth that of the official fixed exchange rate of 6.3 bolívares per U.S. dollar. On 18 February 2016, President Maduro used his newly granted economic powers to devalue the official exchange rate of the bolívar fuerte from 6.3 Bs.F per USD to 10 Bs.F per USD, which was a 37% depreciation against the USD.

On September 2014, the unofficial exchange rate for the bolívar fuerte in CúcutaColombia reached 100 Bs.F per USD. In May 2015, the bolívar fuerte lost 25% of its value in a week; the unofficial exchange rate was at 300 Bs.F per USD on 14 May and reached 400 Bs.F per USD on 21 May. In July 2015, the bolívar fuerte again dropped sharply, reaching 500 Bs.F per USD on 3 July and 600 Bs.F per USD on 9 July. By February 2016, the unofficial rate reached 1,000 Bs.F per USD. In November 2016, the bolívar fuerte saw its largest-ever monthly loss of value; the exchange rate reached 2,000 Bs.F per USD on 21 November 2016 and nearly 3,000 Bs.F per USD only days after. On 29 November 2016, the exchange rate surpassed 3,000 Bs.F per USD. In the month preceding 28 November 2016, the bolívar fuerte lost over 60% of its value.

On 26 January 2018, the government retired the protected and subsidized 10 Bs.F per USD exchange rate that was highly overvalued following rampant inflation. On 5 February 2018, the BCV announced a 99.6% devaluation, with the exchange rate going to 25,000 Bs.F per USD. This made the bolívar fuerte the second least-valued circulating currency in the world based on the official exchange rate, behind only the Iranian rial. Between September 2017 and August 2018, according to the informal exchange rate, the bolívar fuerte was the least-valued circulating currency in the world. The official exchange rate stood at 248,832 Bs.F per USD as of 10 August 2018, making it the least valued circulating currency in the world based on official exchange rates.

In June 2018, the government authorized a new exchange rate for buying, but not selling currency. On 13 August 2018, the rate was 4,010,000 Bs.F per USD according to ZOOM Remesas.

Minimum wage - The minimum wage in Venezuela dropped significantly during Maduro's presidency. It decreased from approximately $360 per month in 2012 to $31 per month in March 2015 when using the weakest legal exchange rate. On the Venezuelan currency black market, the minimum wage was only $20 per month.

In April 2014, President Maduro raised the minimum wage by 30%, hoping to improve citizens' purchasing power. According to El Nuevo Herald, most economists said that the measure will only help temporarily due to the official inflation rate being over 59%, and that the wage increase will only make the situations of companies more difficult since they already face a shortage of currency. In January 2015, the government announced that the minimum wage would be raised 15%. On 1 May 2015, President Maduro announced that the minimum wage would increase 30%, including 20% in May and 10% in July. The newly announced minimum wage was about $30 per month at the black market rate.

In August 2018, following the release of a new currency, the minimum wage was raised from 392,646 Bs.F to 180 million Bs.F (equivalent to 1,800 bolívares soberanos, or Bs.S) per month, a 33-fold (3,000%) increase. Sales tax was increased from 12% to 16%. The new wage was estimated to be around $30 per month at the black market rate. It became effective on 1 September 2018. The minimum wage was further increased to 4,500 Bs.S ($9.50) a month in November 2018 and then to 18,000 Bs.S ($6.52) a month in January 2019, a 300% increase.

By early-April 2019, the 18,000 Bs.S monthly minimum wage was the equivalent of $5.50 — less than the price of a McDonald's Happy Meal. Ecoanalitica estimated that prices jumped by 465% in the first 2-and-a-half months of 2019. In March 2019, The Wall Street Journal stated that the "main cause of hyperinflation is the central bank printing money to fund gaping public spending deficits", reporting that a teacher could only buy a dozen eggs and two pounds of cheese with a month of wages.

On 27 April 2019, President Nicolás Maduro increased the minimum wage from 18,000 Bs.S ($3.46) to 40,000 Bs.S ($7.69), according to a presidential decree. In addition, President Maduro also announced the resumption of food vouchers worth 25,000 Bs.S ($4.80). The new wages became effective on 1 May 2019. According to a local NGO, the new minimum wage covers only one tenth of the cost of basic food products. The wage only allows Venezuelans to buy about four kilograms of beef or two McDonald's Happy Meals. By mid-August 2019, further inflation of the bolívar soberano has decreased the minimum wage by 65% from $8 a month to $2.80 a month and decreased further to $2 a month by late-August.

In 2014, El Nuevo Herald reported that due a lack of money, SEBIN had decreased its work of monitoring of "potential external threats" and asked for Cuban intelligence agents to return to Venezuela.

Bolivarian propaganda - Main article: Bolivarian propaganda
According to El Nacional newspaper, funding for "official propaganda" increased. 65% of the funds of the Venezuelan Ministry of Popular Power for Communication and Information (MINCI) were used for propaganda in 2014. A total of over 500 million bolívares were allocated as funds to MINCI. For the 2015 Venezuelan government budget, the government designated 1.8 billion Bs.F for the promotion of the supposed achievements made by the Maduro administration, which was more than the 1.3 billion Bs.F designated by the Ministry of Popular Power for Interior, Justice and Peace for public safety of the most populous Venezuelan municipality, Libertador Bolívarian Municipality. Funding for domestic propaganda increased 139.3% in the 2015 budget; 73.7% of the MINCI's budget was used for official propaganda.

Inflation rate BCV estimates - Under President Maduro, the inflation rate has been increasing at the highest levels, with the BCV estimating that inflation was at 56% in 2013, 69% in 2014 (highest in the world), and 181% in 2015 (highest in the world and the country's history). In 2016, Venezuela entered hyperinflation. The inflation rate reached 274% in 2016, 863% in 2017, 130,060% in 2018, 282,973% in April 2019 and 4,679% in September 2019. Since 2016, the overall inflation rate has increased to 53,798,500%.

Venezuela Inflation by Year
Sept 2019   4,679%
April 2019   282,973%
2018           130,060%
2017           863%
2016           274%
2015           181%
2014           69%
2013           56%

In its World Economic Outlook report, the IMF has provided inflation rate estimates between 1998 and 2019. In 2018, the annual inflation rate reached 929,790% and is expected to reach 10,000,000% by the end of 2019. According to the April 2019 World Economic Outlook report, Venezuela's inflation rate of 10 million is the highest in the world. In comparison, in Latin America, Argentina has an inflation rate of 43.7%.

Comments

Venezuela’s “bolivar of broken dreams” began with voters believing lies and politicians telling them. The crooks took over to profit from Venezuela having the largest world oil reserves. Two things governments need to do are not devalue the currency to cause inflation and not run out of cash. Venezuela needed to be more careful knowing that oil prices were volatile. They didn’t prepare for years of want; they spent too much in years of plenty. Worse, they didn’t maintain their oil production industry continue to function.

Norb Leahy, Dunwoody GA Tea Party Leader

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