II. TOWARDS THE "NEW THINGS" OF TODAY
12. The commemoration of Rerum novarum would
be incomplete unless reference were also made to the situation
of the world today. The document lends itself to such a reference, because the
historical picture and the prognosis which it suggests have proved to be
surprisingly accurate in the light of what has happened since then.
This is especially confirmed
by the events which took place near the end of 1989 and at the beginning of
1990. These events, and the radical transformations which followed, can only be
explained by the preceding situations which, to a certain extent, crystallized
or institutionalized Leo XIII's predictions and the
increasingly disturbing signs noted by his Successors. Pope Leo foresaw the
negative consequences — political, social and economic — of the social order
proposed by "socialism", which at that time was still only a social philosophy
and not yet a fully structured movement. It may seem surprising that
"socialism" appeared at the beginning of the Pope's critique of
solutions to the "question of the working class" at a time when
"socialism" was not yet in the form of a strong and powerful State,
with all the resources which that implies, as was later to happen. However, he
correctly judged the danger posed to the masses by the attractive presentation
of this simple and radical solution to the "question of the working class"
of the time — all the more so when one considers the terrible situation of
injustice in which the working classes of the recently industrialized nations
found themselves.
Two things must be
emphasized here: first, the great clarity in perceiving, in all its harshness,
the actual condition of the working class — men, women and children; secondly,
equal clarity in recognizing the evil of a solution which, by appearing to
reverse the positions of the poor and the rich, was in reality detrimental to
the very people whom it was meant to help. The remedy would prove worse than
the sickness. By defining the nature of the socialism of his day as the
suppression of private property, Leo XIII arrived at the crux of the problem.
His words deserve to be
re-read attentively: "To remedy these wrongs (the unjust distribution of
wealth and the poverty of the workers), the Socialists encourage the poor man's
envy of the rich and strive to do away with private property, contending that
individual possessions should become the common property of all...; but their
contentions are so clearly powerless to end the controversy that, were they
carried into effect, the working man himself would be among the first to
suffer. They are moreover emphatically unjust, for they would rob the lawful
possessor, distort the functions of the State, and create utter confusion in
the community".39 The evils caused by the setting up of this type
of socialism as a State system — what would later be called "Real
Socialism" — could not be better expressed.
13. Continuing our reflections, and
referring also to what has been said in the Encyclicals Laborem
exercens and Sollicitudo
rei socialis, we have
to add that the fundamental error of socialism is anthropological in nature.
Socialism considers the individual person simply as an element, a molecule
within the social organism, so that the good of the individual is completely
subordinated to the functioning of the socio-economic mechanism. Socialism
likewise maintains that the good of the individual can be realized without
reference to his free choice, to the unique and exclusive responsibility which
he exercises in the face of good or evil. Man is thus reduced to a series of
social relationships, and the concept of the person as
the autonomous subject of moral decision disappears, the very subject whose
decisions build the social order. From this mistaken conception of the person
there arise both a distortion of law, which defines the sphere of the exercise
of freedom, and an opposition to private property. A person who is deprived of
something he can call "his own", and of the possibility of earning a
living through his own initiative, comes to depend on the social machine and on
those who control it. This makes it much more difficult for him to recognize
his dignity as a person, and hinders progress towards the building up of an
authentic human community.
In contrast, from the
Christian vision of the human person there necessarily follows a correct
picture of society. According to Rerum novarum and the whole social doctrine of the Church,
the social nature of man is not completely fulfilled in the State, but is
realized in various intermediary groups, beginning with the family and
including economic, social, political and cultural groups which stem from human
nature itself and have their own autonomy, always with a view to the common
good. This is what I have called the "subjectivity" of society which,
together with the subjectivity of the individual, was cancelled out by "Real
Socialism".40
If we then inquire as to
the source of this mistaken concept of the nature of the person and the
"subjectivity" of society, we must reply that its first cause is
atheism. It is by responding to the call of God contained in the being of
things that man becomes aware of his transcendent dignity. Every individual
must give this response, which constitutes the apex of his humanity, and no
social mechanism or collective subject can substitute for it. The denial of God
deprives the person of his foundation, and consequently leads to a
reorganization of the social order without reference to the person's dignity
and responsibility.
The atheism of which we are
speaking is also closely connected with the rationalism of the Enlightenment,
which views human and social reality in a mechanistic way. Thus there is a
denial of the supreme insight concerning man's true greatness, his
transcendence in respect to earthly realities, the contradiction in his heart
between the desire for the fullness of what is good and
his own inability to attain it and, above all, the need for salvation which
results from this situation.
14. From the same atheistic source,
socialism also derives its choice of the means of action condemned in Rerum novarum, namely,
class struggle. The Pope does not, of course, intend to condemn every possible
form of social conflict. The Church is well aware that in the course of history
conflicts of interest between different social groups inevitably arise, and
that in the face of such conflicts Christians must often take a position,
honestly and decisively. The Encyclical Laborem
exercens moreover clearly recognized the positive
role of conflict when it takes the form of a "struggle for social
justice";41 Quadragesimo anno had already stated that "if the class
struggle abstains from enmities and mutual hatred, it gradually changes into an
honest discussion of differences founded on a desire for
justice".42
However, what is condemned
in class struggle is the idea that conflict is not restrained by ethical or
juridical considerations, or by respect for the dignity of others (and
consequently of oneself); a reasonable compromise is thus excluded, and what is
pursued is not the general good of society, but a partisan interest which
replaces the common good and sets out to destroy whatever stands in its way. In
a word, it is a question of transferring to the sphere of internal conflict
between social groups the doctrine of "total war", which the
militarism and imperialism of that time brought to bear on international
relations. As a result of this doctrine, the search for a proper balance
between the interests of the various nations was replaced by attempts to impose
the absolute domination of one's own side through the destruction of the other
side's capacity to resist, using every possible means, not excluding the use of
lies, terror tactics against citizens, and weapons of utter destruction (which
precisely in those years were beginning to be designed). Therefore class struggle
in the Marxist sense and militarism have the same
root, namely, atheism and contempt for the human person, which place the
principle of force above that of reason and law.
15. Rerum
novarum is opposed to State control of the means
of production, which would reduce every citizen to being a "cog" in
the State machine. It is no less forceful in criticizing a concept of the State
which completely excludes the economic sector from the State's range of
interest and action. There is certainly a legitimate sphere of autonomy in
economic life which the State should not enter. The State, however, has the
task of determining the juridical framework within which economic affairs are
to be conducted, and thus of safeguarding the prerequisites of a free economy,
which presumes a certain equality between the parties, such that one party
would not be so powerful as practically to reduce the other to
subservience.43
In this regard, Rerum novarum points
the way to just reforms which can restore dignity to work as the free activity
of man. These reforms imply that society and the State will both assume
responsibility, especially for protecting the worker from the nightmare of
unemployment. Historically, this has happened in two converging ways: either
through economic policies aimed at ensuring balanced growth and full
employment, or through unemployment insurance and retraining programmes capable
of ensuring a smooth transfer of workers from crisis sectors to those in
expansion.
Furthermore, society and
the State must ensure wage levels adequate for the maintenance of the worker
and his family, including a certain amount for savings. This requires a
continuous effort to improve workers' training and capability so that their
work will be more skilled and productive, as well as careful controls and
adequate legislative measures to block shameful forms of exploitation,
especially to the disadvantage of the most vulnerable workers, of immigrants
and of those on the margins of society. The role of trade unions in negotiating
minimum salaries and working conditions is decisive in this area.
Finally,
"humane" working hours and adequate free-time need to be guaranteed,
as well as the right to express one's own personality at the work-place without
suffering any affront to one's conscience or personal dignity. This is the place to mention once
more the role of trade unions, not only in negotiating contracts, but also as
"places" where workers can express themselves. They serve the
development of an authentic culture of work and help workers to share in a
fully human way in the life of their place of employment.44
The State must contribute
to the achievement of these goals both directly and indirectly. Indirectly and according to the principle of subsidiarity,
by creating favourable conditions for the free exercise of economic
activity, which will lead to abundant opportunities for employment and sources
of wealth. Directly and according to the principle of solidarity, by
defending the weakest, by placing certain limits on the autonomy of the parties
who determine working conditions, and by ensuring in every case the necessary
minimum support for the unemployed worker.45
The Encyclical and the
related social teaching of the Church had far-reaching influence in the years
bridging the nineteenth and twentieth centuries. This influence is evident in
the numerous reforms which were introduced in the areas of social security,
pensions, health insurance and compensation in the case of accidents, within the
framework of greater respect for the rights of workers.46
16. These reforms were carried out in part
by States, but in the struggle to achieve them the role of the workers'
movement was an important one. This movement, which began as a response of
moral conscience to unjust and harmful situations, conducted a widespread
campaign for reform, far removed from vague ideology and closer to the daily
needs of workers. In this context its efforts were often joined to those of
Christians in order to improve workers' living conditions. Later on, this
movement was dominated to a certain extent by the Marxist ideology against
which Rerum novarum
had spoken.
These same reforms were
also partly the result of an open process by which society organized itself through
the establishment of effective instruments of solidarity, which were capable of
sustaining an economic growth more respectful of the values of the person. Here
we should remember the numerous efforts to which Christians made a notable
contribution in establishing producers', consumers' and credit cooperatives, in
promoting general education and professional training, in experimenting with
various forms of participation in the life of the work-place and in the life of
society in general.
Thus, as we look at the
past, there is good reason to thank God that the great Encyclical was not
without an echo in human hearts and indeed led to a generous response on the
practical level. Still, we must acknowledge that its prophetic message was not fully
accepted by people at the time. Precisely for this reason there ensued some
very serious tragedies.
17. Reading the Encyclical within the
context of Pope Leo's whole magisterium,47 we see how it points essentially to the socio-economic
consequences of an error which has even greater implications. As has been
mentioned, this error consists in an understanding of human freedom which
detaches it from obedience to the truth, and consequently from the duty to
respect the rights of others. The essence of freedom then becomes self-love
carried to the point of contempt for God and neighbour, a self-love which leads
to an unbridled affirmation of self-interest and which refuses to be limited by
any demand of justice.48
This very error had extreme
consequences in the tragic series of wars which ravaged Europe
and the world between 1914 and 1945. Some of these resulted from militarism and
exaggerated nationalism, and from related forms of totalitarianism; some
derived from the class struggle; still others were civil wars or wars of an
ideological nature. Without the terrible burden of hatred and resentment which
had built up as a result of so many injustices both on the international level
and within individual States, such cruel wars would not have been possible, in
which great nations invested their energies and in which there was no
hesitation to violate the most sacred human rights, with the extermination of
entire peoples and social groups being planned and carried out. Here we recall
the Jewish people in particular, whose terrible fate has become a symbol of the
aberration of which man is capable when he turns against God.
However, it is only when
hatred and injustice are sanctioned and organized by the ideologies based on
them, rather than on the truth about man, that they take possession of entire
nations and drive them to act.49 Rerum novarum opposed
ideologies of hatred and showed how violence and resentment could be overcome
by justice. May the memory of those terrible events guide the actions of
everyone, particularly the leaders of nations in our own time, when other forms
of injustice are fuelling new hatreds and when new ideologies which exalt
violence are appearing on the horizon.
18. While it is true that since 1945
weapons have been silent on the European continent, it must be remembered that
true peace is never simply the result of military victory, but rather implies
both the removal of the causes of war and genuine reconciliation between peoples.
For many years there has been in Europe and
the world a situation of non-war rather than genuine peace. Half of the
continent fell under the domination of a Communist dictatorship, while the
other half organized itself in defence against this threat. Many peoples lost
the ability to control their own destiny and were enclosed within the
suffocating boundaries of an empire in which efforts were made to destroy their
historical memory and the centuries-old roots of their culture. As a result of
this violent division of Europe, enormous
masses of people were compelled to leave their homeland or were forcibly
deported.
An insane arms race
swallowed up the resources needed for the development of national economies and
for assistance to the less developed nations. Scientific and technological
progress, which should have contributed to man's well-being, was transformed
into an instrument of war: science and technology were directed to the
production of ever more efficient and destructive weapons. Meanwhile, an
ideology, a perversion of authentic philosophy, was called upon to provide
doctrinal justification for the new war. And this war was not simply expected
and prepared for, but was actually fought with enormous bloodshed in various
parts of the world. The logic of power blocs or empires, denounced in various
Church documents and recently in the Encyclical Sollicitudo
rei socialis,50 led
to a situation in which controversies and disagreements among Third
World countries were systematically aggravated and exploited in
order to create difficulties for the adversary.
Extremist groups, seeking
to resolve such controversies through the use of arms, found ready political
and military support and were equipped and trained for war; those who tried to
find peaceful and humane solutions, with respect for the legitimate interests
of all parties, remained isolated and often fell victim to their opponents. In
addition, the precariousness of the peace which followed the Second World War
was one of the principal causes of the militarization of many Third
World countries and the fratricidal conflicts which afflicted
them, as well as of the spread of terrorism and of increasingly barbaric means
of political and military conflict. Moreover, the whole world was oppressed by
the threat of an atomic war capable of leading to the extinction of humanity.
Science used for military purposes had placed this decisive instrument at the
disposal of hatred, strengthened by ideology. But if war can end without
winners or losers in a suicide of humanity, then we must repudiate the logic
which leads to it: the idea that the effort to destroy the enemy, confrontation
and war itself are factors of progress and historical advancement.51 When the need for this repudiation is understood,
the concepts of "total war" and "class struggle" must
necessarily be called into question.
19. At the end of the Second World War,
however, such a development was still being formed in people's consciences.
What received attention was the spread of Communist totalitarianism over more
than half of Europe and over other parts of
the world. The war, which should have re-established
freedom and restored the right of nations, ended without having attained these
goals. Indeed, in a way, for many peoples, especially those which had suffered
most during the war, it openly contradicted these goals. It may be said that
the situation which arose has evoked different responses.
Following the destruction
caused by the war, we see in some countries and under certain aspects a
positive effort to rebuild a democratic society inspired by social justice, so
as to deprive Communism of the revolutionary potential represented by masses of
people subjected to exploitation and oppression. In general, such attempts
endeavour to preserve free market mechanisms, ensuring, by means of a stable
currency and the harmony of social relations, the conditions for steady and
healthy economic growth in which people through their own work can build a
better future for themselves and their families. At the same time, these
attempts try to avoid making market mechanisms the only point of reference for
social life, and they tend to subject them to public control which upholds the
principle of the common destination of material goods. In this context, an
abundance of work opportunities, a solid system of social security and
professional training, the freedom to join trade unions and the effective
action of unions, the assistance provided in cases of unemployment, the
opportunities for democratic participation in the life of society — all these
are meant to deliver work from the mere condition of "a commodity",
and to guarantee its dignity.
Then there are the other
social forces and ideological movements which oppose Marxism by setting up
systems of "national security", aimed at controlling the whole of
society in a systematic way, in order to make Marxist infiltration impossible.
By emphasizing and increasing the power of the State, they wish to protect
their people from Communism, but in doing so they run the grave risk of
destroying the freedom and values of the person, the very things for whose sake
it is necessary to oppose Communism.
Another kind of response, practical
in nature, is represented by the affluent society or the consumer society. It
seeks to defeat Marxism on the level of pure materialism by showing how a
free-market society can achieve a greater satisfaction of material human needs
than Communism, while equally excluding spiritual values. In reality, while on
the one hand it is true that this social model shows the failure of Marxism to
contribute to a humane and better society, on the other hand, insofar as it
denies an autonomous existence and value to morality, law, culture and
religion, it agrees with Marxism, in the sense that it totally reduces man to
the sphere of economics and the satisfaction of material needs.
20. During the same period a widespread
process of "decolonization" occurred, by which many countries gained
or regained their independence and the right freely to determine their own
destiny. With the formal re-acquisition of State sovereignty, however, these
countries often find themselves merely at the beginning of the journey towards
the construction of genuine independence. Decisive sectors of the economy still
remain de facto in the hands of large foreign companies which are
unwilling to commit themselves to the long-term development of the host
country. Political life itself is controlled by foreign powers, while within
the national boundaries there are tribal groups not yet amalgamated into a
genuine national community. Also lacking is a class of
competent professional people capable of running the State apparatus in an
honest and just way, nor are there qualified personnel for managing the economy
in an efficient and responsible manner.
Given this situation, many
think that Marxism can offer a sort of short-cut for building up the nation and
the State; thus many variants of socialism emerge with specific national
characteristics. Legitimate demands for national recovery, forms of nationalism
and also of militarism, principles drawn from ancient popular traditions (which
are sometimes in harmony with Christian social doctrine) and Marxist-Leninist
concepts and ideas — all these mingle in the many ideologies which take shape
in ways that differ from case to case.
21. Lastly, it should be remembered that
after the Second World War, and in reaction to its horrors, there arose a more
lively sense of human rights, which found recognition in a number of
International Documents52 and, one might say, in the drawing up of
a new "right of nations", to which the Holy See has constantly
contributed. The focal point of this evolution has been the United Nations
Organization. Not only has there been a development in awareness of the rights
of individuals, but also in awareness of the rights of nations, as well as a
clearer realization of the need to act in order to remedy the grave imbalances
that exist between the various geographical areas of the world. In a certain
sense, these imbalances have shifted the centre of the social question from the
national to the international level.53
While noting this process
with satisfaction, nevertheless one cannot ignore the fact that the overall
balance of the various policies of aid for development has not always been
positive. The United Nations, moreover, has not yet succeeded in establishing,
as alternatives to war, effective means for the resolution of international
conflicts. This seems to be the most urgent problem which the international
community has yet to resolve.
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