Monday, October 22, 2018

Six reasons not to put too much weight on the new study of Seattle’s minimum wage [feedly]

Six reasons not to put too much weight on the new study of Seattle's minimum wage
https://www.epi.org/blog/six-reasons-not-to-put-too-much-weight-on-the-new-study-of-seattles-minimum-wage/

Seattle's minimum wage increases are one of the most important local policy developments in recent years, but the new study by University of Washington researchers Jardim et al (2018) is largely uninformative about the effects of the policy because it uses the same flawed methodology that economists criticized in connection with earlier studies by the group. But, even if you believe the results of the new study, a careful reading of its actual findings shows the minimum wage benefitted all of the city's low-wage workers who had jobs prior to the increase.

1. The new study is based on a flawed comparison between Seattle and other areas in Washington state. The comparison causes the study to measure a reduction in the number of new jobs under $15/hour, when in fact this is not a cause for concern.

By comparing workers in Seattle with workers elsewhere in Washington state, the study incorrectly assumes that the low-wage labor market in Seattle would have grown like other areas in Washington, were it not for the city's 2015-2016 minimum wage increases. This comparison is unreasonable because, as other researchers have demonstrated (Dube 2017Rothstein and Schanzenbach 2017Zipperer and Schmitt 2017), Seattle experienced much faster wage gains for reasons that had nothing to do with the minimum wage. Indeed, the authors of the new study find that Seattle had faster wage growth and diverged from other regions prior to the city's minimum wage increases (see their Table 8 for the 2012-2013 period).

The flawed comparison underlying the study causes it to mistakenly attribute negative employment changes to the minimum wage, when in reality Seattle's economic boom simply meant that low-wage jobs were converted into higher-wage jobs. For example, the authors document a decline in newly employed workers earning less than $15/hour and argue that the minimum wage is causing "losses in employment opportunities." Instead, as jobs in Seattle's tightening labor market were upgraded from lower-wage to higher-wage jobs, there was a mechanical decline in the number of new entrants under any given low-wage threshold. The purported decline in new entrants is not a cause for concern. The fast wage growth in Seattle relative to comparison regions prevents the study from making credible claims about the consequences of the city's minimum wage increases in 2015 and 2016.

2. The study's analysis excludes newly entering workers in chains or other multi-site working establishments—these multi-site businesses are more than a third of low-wage employment in Washington.

The study uses detailed individual-level data on hours and earnings, but omits all newly employed individuals who work for an employer with multiple locations, like a chain, because the data cannot identify the location of any multi-establishment business. According to the authors, this exclusion is more than one-third of all jobs in Washington paying under $11 or $13 per hour. If larger, multi-site employers are more likely to be hiring low-wage workers after the minimum wage increase, this would cause the study to measure a reduction in the number of new low-wage entrants, even when no such reduction is taking place.

3. Although the study is not a reliable guide to the effects of the policy, if its findings are actually correct, all of the groups of incumbent workers analyzed by the authors were better off after the minimum wage increase.

According to the study, the average low-wage worker with a job before the minimum wage increase received significant gains in take-home pay as a result of the policy–about $500 per year in 2016. Even those who worked very low hours prior to the minimum wage change benefitted. Workers who were working very low hours (about eight hours a week on average) experienced a small reduction in their hours, but it was fully offset by hourly wage increases–leaving these workers with the same take-home pay from fewer hours of work. Meanwhile, the group of workers with more working hours prior to the minimum wage increase saw a jump up in take-home pay, exactly as intended by the policy.

4. The hours reduction the study attributes to the minimum wage is very small: according to the study's findings, low-wage workers worked about 45 minutes less per week after the minimum wage increases.

The study finds that incumbent low-wage workers work fewer hours after the minimum wage increase, so much so that a group of workers with low hours during the baseline period did not see any change in total take-home pay. But the actual drop in hours estimated by the study is very small–about 45 minutes per week–the average estimated effect across all periods for those earning either under $11/hour or $13/hour prior to the minimum wage increases. This very small reduction in hours holds for those workers with both lower and higher baseline hours of work per quarter.

5. The study uses non-standard terminology about "experience" to describe those who worked different amounts of hours prior to the minimum wage increase.

What the authors call "low-experience" or "high-experience" workers are actually workers with lower or higher attachment to the workforce in the nine months before the minimum wage increases went into effect. These terms are not based on the usual definition of experience used by economists or the general public. The term experience as used in the University of Washington study does not refer to workers' age, their total time in the labor market, or their total time with a given employer. It is more accurate to label these individuals as low-hours or high-hours workers, or having low or high attachment to the labor market.

It is also important to note that the population analyzed in the study worked very few hours per week. On average, the sample worked 18 hours per week, and 93 percent worked fewer than 40 hours per week. While a high share of part-time work is characteristic of low-wage populations, the very high share reported in the study calls into question the representativeness of the study's data. National data from 2015, for example, shows about 74 percent of workers at or below the federal minimum wage worked fewer 40 hours per week.

As a consequence, when the study divides its sample into low-hours and high-hours groups, the low-hours group worked very few hours: about eight hours per week. Nationally, less than 5 percent of workers earning at or below the federal minimum wage work fewer than eight hours per week. Part of the reason behind the low hours worked in the study's sample may be related to the exclusion from the sample of larger, multi-site businesses, where employees may tend to work more hours.

6. Seattle was already a relatively high-wage city before the recent minimum-wage increases. The increases enacted in Seattle in 2015 and 2016 were not particularly high relative to the pre-existing wage levels in the city. As a result, other high-quality research, based on many historical minimum wage increases, is applicable to the 2015-2016 Seattle minimum wage increases.

In 2016, at the end of the study period, the highest minimum wages in Seattle were $12.50-$13.00/hour for large employers and $10.50-$12.00/hour for small employers. Although minimum wage increases to this level were substantial by national standards, given Seattle's already high wages, these minimum wages are well within the evidence base for which high-quality research, which on balance finds large increases in take-home pay for low-wage workers, with little-to-no employment consequences.

Key relevant studies include: Rinz and Voorheis (2018), who use high-quality, administrative tax records and find that minimum wage increases led to large annual earnings increases for those at the bottom of the income distribution. Allegretto et al's (2018) evaluation of six city-wide minimum wage increases, including Seattle's, which concluded that the policies raised earnings in the low-wage restaurant sector without any detectable change in employment. And Cenzig et al's (2018) analysis of 138 state-level minimum wage increases, including those as high as Seattle's, which finds no significant evidence of reduced employment among low-wage workers, including among new entrants and incumbents. Indeed, all of these studies rely on multiple historical state- or city-wide minimum wage increases and are therefore less likely to be affected by the kinds of economic shocks such as Seattle's rapidly tightening labor market, which can bias the results of a single case study.


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Enlighten Radio:Its Monday -- Story day on Enlighten Radio

John Case has sent you a link to a blog:



Blog: Enlighten Radio
Post: Its Monday -- Story day on Enlighten Radio
Link: http://www.enlightenradio.org/2018/10/its-monday-story-day-on-enlighten-radio.html

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Sunday, October 21, 2018

Economic Update - A Deepening Crisis of Capitalism - 10.20.18 [feedly]

Economic Update - A Deepening Crisis of Capitalism - 10.20.18
https://economicupdate.podbean.com

Updates on IMF prediction of slowing global growth, Bank of England warnings on accumulation of sub-prime debt, Nordhaus Nobel prize and market ideology, Dutch unions and others against corporate tax evasion, and signs of labor militancy in Marriott strike and profit-sharing demands of steelworkers. Interview Chris Hedges on his latest book: America: The Farewell Tour.  

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Saturday, October 20, 2018

The Powerlessness of the Most Powerful [feedly]

The Powerlessness of the Most Powerful
https://www.project-syndicate.org/commentary/powerlessness-of-most-powerful-by-javier-solana-2018-10

Oct 20, 2018 JAVIER SOLANA

The president of the leading global power has made it clear that he has no interest in getting involved in resolving any of the world's shared problems, dressing up his foreign policy as one of "principled realism." But there is nothing principled or realistic about it.

MADRID – The annual General Debate of the United Nations General Assembly is one of the most notable events on the international diplomatic calendar. As usual, this year's meeting, during the last week of September, brought together a long list of world leaders, although perhaps the term "world leader" should no longer be used so lightly. The president of the leading global power has made it clear that he has no interest in getting involved in resolving any of the world's shared problems. Unfortunately, he is not alone.



For those of us who put our faith in international cooperation as a necessary complement to economic globalization, the General Assembly debate revealed a bleak panorama. Certain leaders' short-term interests, often presented as "national interests," are one of the factors roiling international relations more than any time since the end of the Cold War. But the rise of nationalist populism is less the cause than the result of rifts that have been forming for some time.

As with any economic process, globalization has a distributive dimension, which means that it is bound to generate frustration for some groups of people. The center of the Western political spectrum has tended to underestimate the impact of rising inequality within countries, focusing instead on the benefits of market opening and integration, such as the unprecedentedly rapid reduction in global poverty. Understandably, however, not everyone is consoled by such outcomes.

It is not only goods, services, and capital that circulate through the global economy. Ideas circulate, too. So globalization, like democracy, is vulnerable to itself, because it puts at its opponents' disposal a set of tools that they can use to sabotage it. Aware of this, the "nationalist international" driven by US President Donald Trump and his ideological fellow travelers has mobilized anxiety and alienation to launch a (somewhat paradoxical) crusade to globalize their particular anti-globalization discourse.

Addressing the UN General Assembly, Trump stated openly that, "We reject the ideology of globalism, and we embrace the doctrine of patriotism." He lavished praise on other states, such as Poland, that follow his example. Should Brazilians elect the far-right presidential candidate Jair Bolsonaro, they will join the wave of national populism threatening to raze the world's multilateral institutions.

Yet globalism and patriotism are not incompatible concepts. Trump's invocation of patriotism has no aim other than to whitewash his nationalist and nativist tendencies. Rhetorical traps of this type can catch us with our guard down, above all when the person who resorts to them is a leader who is known for serving his ideas raw. But it is evident that the Trump administration, too, worries about keeping up appearances.

There are many other examples. At the UN, Trump sought to give his foreign policy a patina of coherence by calling it "principled realism." In international relations, realism is a theory that regards states as the central actors and units of analysis, relegating international institutions and law to an ancillary status. Principles such as human rights are usually set aside, though countries may deploy them selectively to advance their interests.

This is precisely what Trump does when he criticizes the repression of the Iranian regime, while failing to denounce similar practices in other countries. But no self-respecting realist would exaggerate the threat posed by Iran, or allow a flurry of compliments from Kim Jong-un to cloud their vision regarding North Korea.

"America will always choose independence and cooperation over global governance, control, and domination," Trump told the UN. In theory, cooperation is not incompatible with the realist paradigm. For example, realists could conceive of the US trying to offset China's geopolitical rise by bolstering its alliances in the Asia-Pacific region, especially with Japan and South Korea.

But the Trump administration has called into question the security umbrella that it provides for these countries, not even exempting them from its protectionist trade measures (although the recent update of the bilateral agreement with South Korea seems to have calmed the waters). This disconcerting behavior has extended to other traditional US allies, such as the European Union, revealing that Trump is extraordinarily reluctant to cooperate. When he does, he seldom favors the alliances that most fit his country's strategic interests.

Regarding China, US diplomacy openly uses the term "competition," despite the friendly relations that Trump claims to maintain with Xi Jinping. The ongoing trade (and technology) war between the two countries, along with the bouts of friction in the South China Sea, seem to presage an uncontrollable spiral of confrontation.

Nonetheless, this scenario (which the realist school might foresee) can be avoided, especially if we shore up the existing structures of multilateral governance, which can help us to manage shifts in the balance of power. It is clear that China does not always adhere to international norms, but the right response is to uphold these norms, not to bulldoze them. Unfortunately, the US is opting for the latter course in many areas, such as commercial relations.

In his General Assembly speech, China's foreign minister, Wang Yi, did not stress the realpolitik that his country often promotes; instead, he mentioned the concept of "win-win" no less than five times. If Trump – together with the rest of the nationalist international – continues to reject this notion of mutual benefits, he will likely manage to slow down not only China's growth, but also that of the US.

Even more alarming, spurning multilateral cooperation means dooming the world to resignation in the face of existential issues such as climate change, a negligent stance that the Trump administration has adopted with relish. America's abdication of leadership under Trump raises an obvious question: What good is it to be the world's dominant power if, in the face of the greatest global challenges, its government chooses to condemn itself to powerlessness?


Javier Solana

Writing for PS since 2004 
97 Commentaries

Javier Solana was EU High Representative for Foreign and Security Policy, Secretary-General of NATO, and Foreign Minister of Spain. He is currently President of the ESADE Center for Global Economy and Geopolitics, Distinguished Fellow at the Brookings Institution, and a member of the World Economic Forum's Global Agenda Council on Europe.


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Notes on Global Convergence (Wonkish and Off-Point) [feedly]

Notes on Global Convergence (Wonkish and Off-Point)
https://www.nytimes.com/2018/10/20/opinion/notes-on-global-convergence-wonkish-and-off-point.html


Figure 1CreditCreditConference Board, Total Economy Database

For readers obsessed with the Trumpification of America and the looming election, I'm with you – I try not to check FiveThirtyEight more than five times a day, but it's hard. If you can't bear to think about anything else, don't read this; rest assured that this blog post isn't coming at the expense of writing about the core issue of the moment, it's a rest break, a bit of vacation in the head.

OK, that said, I read two things in the past few days that had me thinking about the biggest economic story there is: the dramatic rise of some formerly very poor nations, and the concomitant shift of the world's economic center of gravity away from the West.

One was a new paper by Patel, Sandefur, and Subramanianpointing out that overall global convergence in per capita GDP, which used to be largely absent in the data, has become very pronounced since 1990, with really fast growth in middle-income economies. The other was a tweet by my CUNY Stone Center colleague Branko Milanovic, pointing out that convergence among Western economies seems to have stalled.

I'd argue that these observations are really part of the same story. Let me start with Branko's observation.  

The way I'd make sense of this observation is to argue that the West has already converged, in terms of technology and productivity. The remaining differences in GDP per capita mainly reflect different social choices over things like vacation time and retirement age, and there's no reason to expect those differences to go away.

I won't do a full statistical analysis, but let me give the example of France versus the US. Figure 1 shows French productivity – real GDP per hour worked – relative to the US, and relative real GDP per capita. What you see is that French productivity has matched that of the US for many years (it was actually higher for a while, although that was probably a composition effect reflecting an older work force.) French real GDP per capita has, however, slid relative to US levels. Why?

Image
Figure 1CreditConference Board, Total Economy Database

Partly it's fewer people working – not prime-age adults, who are more likely to be employed in France, but mainly pre-seniors, 55-65, encouraged to retire by more generous pension policies. Even more important, the French take vacations; we don't (and often aren't allowed to.) 

So these are just different choices. And while France does need more pension reform (it has done some already), it's far from clear that overall French choices are worse. On many quality of life indicators, like life expectancy (Figure 2), America has fallen behind.

Image
Figure 2CreditOECD

The end of Western convergence, then, isn't an indicator of some kind of failure. Meanwhile, the coming of rapid convergence by emerging markets is a huge success story.

When I was in grad school in the 1970s, I thought I should do development economics – because it was clearly the most important subject – but didn't, because it was too depressing. At that point it was mostly non-development economics, the study of why Third World countries seemed to fall ever further behind the West. True, we were already seeing a growth takeoff in smaller East Asian economies, but few saw this as a trend that would spread to China and India.

Then something happened; we still don't know exactly what. It's a good guess that it has something to do with hyperglobalization, the unprecedented surge in world trade made possible by breaking up value chains and moving pieces of production to lower-wage countries. But we don't really know even that.

One thing is clear: at any given time, not all countries have that mysterious "it" that lets them make effective use of the backlog of advanced technology developed since the Industrial Revolution. Over time, however, the set of countries that have It seems to be widening.

Once a country acquires It, growth can be rapid, precisely because best practice is so far ahead of where the country starts. And because the frontier keeps moving out, countries that get It keep growing faster. Japan's postwar growth was vastly faster than that of the countries catching up to Britain in the late 19th century; Korea's growth from the mid-60s even faster than Japan's had been; China's growth faster still.

The It theory also, I'd argue, explains the U-shaped relationship Subramanian et al find between GDP per capita and growth, in which middle-income countries grow faster than either poor or rich countries. Countries that are still very poor are countries that haven't got It; countries that are already rich are already at the technological frontier, limiting the space for rapid growth. In between are countries that acquired It not too long ago, which has vaulted them into middle-income status, but are able to grow very fast by moving toward the frontier.   

The result is a world in which inequality among countries is declining if you look from the middle upward, but rising if you look from the middle down. Fundamentally, however, it's a story of diminishing Western exceptionalism, as the club of countries that can take full advantage of modern technology expands.

Oh, and rising inequality within Western countries means that if you look at the global distribution of household incomes, you get Branko's elephant chart.

It's not entirely a happy story. That concentration of income and wealth at the top is worrisome, not just economically, but for its political and social implications; it's one reason US democracy is teetering on the edge. And there are still hundreds of millions of people left out. But there's also a lot of good news in the picture.

I now return you to our regular political anxiety.


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Friday, October 19, 2018

Krugman: The Trump Tax Scam, Phase II [feedly]

The Trump Tax Scam, Phase II
https://www.nytimes.com/2018/10/18/opinion/taxes-medicare-social-security-midterms.html

When the Trump tax cut was on the verge of being enacted, I called it "the biggest tax scam in history," and made a prediction: deficits would soar, and when they did, Republicans would once again pretend to care about debt and demand cuts in Medicare, Medicaid and Social Security.

Sure enough, the deficit is soaring. And this week Mitch McConnell, the Senate majority leader, after declaring the surge in red ink "very disturbing," called for, you guessed it, cuts in "Medicare, Social Security and Medicaid." He also suggested that Republicans might repeal the Affordable Care Act — taking away health care from tens of millions — if they do well in the midterm elections.

Any political analyst who didn't see this coming should find a different profession. After all, "starve the beast" — cut taxes on the rich, then use the resulting deficits as an excuse to hack away at the safety net — has been G.O.P. strategy for decades.

Oh, and anyone asking why Republicans believed claims that the tax cut would pay for itself is being naïve. Whatever they may have said, they never actually believed that the tax cut would be deficit-neutral; they pushed for a tax cut because it was what wealthy donors wanted, and because their posturing as deficit hawks was always fraudulent. They didn't really buy into economic nonsense; it would be more accurate to say that economic nonsense bought them.



That said, even I have been surprised by a couple of things about the G.O.P.'s budget bait-and-switch. One is the timing: I would have expected McConnell to hold his tongue until after the midterms. The other is the lying: I knew Donald Trump and his allies would be dishonest, but I didn't expect the lies to be as baldfaced as they are.

What are they lying about? For starters, about the causes of a sharply higher deficit, which they claim is the result of higher spending, not lost revenue. Mick Mulvaney, Trump's budget director, even tried to claim that the deficit is up because of the costs of hurricane relief.

The flimsy justification for such claims is that in dollar terms, federal revenue over the past year is slightly up from the previous year, while spending is about 3 percent higher.

But that's a junk argument, and everyone knows it. Both revenue and spending normally grow every year thanks to inflation, population growth and other factors. Revenue during Barack Obama's second term grew more than 7 percent a year. The sources of the deficit surge are measured by how much we've deviated from that normal growth, and the answer is that it's all about the tax cut.

Dishonesty about the sources of the deficit is, however, more or less a standard Republican tactic. What's new is the double talk that pervades G.O.P. positioning on the budget and, to be fair, just about every major policy issue.      

 

What do I mean by double talk? Well, consider the fact that even as McConnell blames "entitlements" (that is, Medicare and Social Security) for deficits, and declares (falsely) that Medicare in particular is "unsustainable," Paul Ryan's super PAC has been running ads accusing Democrats of wanting to cut Medicare. The cynicism is breathtaking.

But then, it's no more cynical than the behavior of Republicans like Dean Heller, Josh Hawley and even Ted Cruz who voted to repeal the Affordable Care Act, which protects Americans with pre-existing medical conditions, or supported a lawsuit trying to strip that protection out of the act, and are now running on the claim that they want to … protect people with pre-existing conditions.

The point is that we're now in a political campaign where one side's claimed position on every major policy issue is the opposite of its true position. Republicans have concluded that they can't win an argument on the issues, but rather than changing their policies, they're squirting out clouds of ink and hoping voters won't figure out where they really stand.

Why do they think they can get away with this? The main answer is obviously contempt for their own supporters, many of whom get their news from Fox and other propaganda outlets that slavishly follow the party line. And even in appeals to those supporters who rely on other sources, Republicans believe that they can neutralize the deep unpopularity of their actual policies by misrepresenting their positions, and win by playing to racism and fear.

But let's be clear: G.O.P. cynicism also involves a lot of contempt for the mainstream news media. Historically, media organizations have been remarkably unwilling to call out lies; the urge to play it safe with he-said-she-said reporting has very much worked to Republicans' advantage, given the reality that the modern G.O.P. lies a lot more than Democrats do. Even the most blatant falsehood tends to be reported with headlines about how "Democrats say" it's false, not that it's actually false.

Anyway, at this point Republicans are proclaiming that war is peace, freedom is slavery, ignorance is strength and the party that keeps trying to kill Medicare is actually the program's greatest defender.

Can a campaign this dishonest actually win? We'll find out in less than three weeks.

Follow The New York Times Opinion section on Facebook and Twitter (@NYTopinion), and sign up for the Opinion Today newsletter.

Paul Krugman has been an Opinion columnist since 2000 and is also a Distinguished Professor at the City University of New York Graduate Center. He won the 2008 Nobel Memorial Prize in Economic Sciences for his work on international trade and economic geography. @PaulKrugman -- via my feedly newsfeed

Brad DeLong: Why Is Donald Trump Waging a Trade War? DeLong FAQ [feedly]


Brad DeLong, former asst secy of the Treasury under Larry Summers and Clinton, asks a very important question.


Why Is Donald Trump Waging a Trade War? DeLong FAQ
https://www.bradford-delong.com/2018/10/why-is-donald-trump-waging-a-trade-war-delong-faq.html

DeLong FAQ: Why Is Donald Trump Waging a Trade War? You ask: who are the people who would want to see this U.S.-China trade war happen? We have been unable to find any. Usually pressure to wage a trade war bubbles up from powerful economic groups that are or that believe they are being gravely injured by imports. Usually there are large advertisements in the New York Times and the Washington Post saying that it is time for the country to get behind the president, who is trying to keep other countries from taking unfair advantage of Americans.

We have not had any of that this time. There has been no mobilization of economic interests that favor a trade war.

In large part, there has been no mobilization because the costs of trade war are high relative to benefits. The economies are deeply intertwined at the industrial and sub-industrial level because it has become so cheap and so profitable to send plans and goods across the Pacific, and huge numbers of people have taken advantage of it.

There are people who will cheer a trade war. With them, however, they are cheering not because they see it as making America or their part of America richer happens. It is, instead, much more cheering the local sports team of your municipality when it wins a victory—they have won something, and so you cheer for them. However, what it would mean or what it would take for Trump to "win" this trade war is unclear.

Viewed as an economic policy I think, as I have said before, that the only people who seem to believe in this trade war are Donald Trump, Peter Navarro, and Trade Representative Robert Lighthizer—and I have a hard time believing that Lighthizer believes what he finds himself saying.

Certainly the Republicans in Congress have major, major disagreements with the policy. They have been quiet. I believe they have been quiet because they accept the principal that to make the president of your party look weak or stupid is to put your side's majority and possibly your seat at risk. That is not how it is is supposed to work. Political scientists have a lot to think about in terms of the foundations of their understanding of the American government.

I hope that after this November Republicans in Congress will decide that their electoral future requires that they be much more representatives of the people than cheerleaders for Trump, and that we will see a 25th Amendment remedy. I do not expect this hope to be realized. I think the chances are pretty good that we will have an informal, silent coup—like when Howard Baker became effective acting president during the second Reagan administration. But I will probably be wrong.

This is not a situation I ever expected the United States to be in.

It is now more than two years since then-IMF Deputy Managing Director Min Zhu asked me what we people in the United States are going to do to fix our broken political system. I had no good answer to him then. I have no good answer for him now.

#globalization  #orangehairedbaboons  #delongfaq

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