2021年2月16日火曜日

Rhodes Center: Is Now the Time for a Federal Jobs Guarantee? 2021年2月

 Rhodes Center: Is Now the Time for a Federal Jobs Guarantee? 



from the road centre for international economics and finance at brown university this is the road center podcast i'm mark blythe on this episode i talked with economist pavlina chernova about a policy proposal that's having a moment here in the u.s the creation of a federal jobs guarantee as pavlina describes it it's not just a good idea but in the face of our economic environmental and epidemiological crisis it may be a necessary one pavlina is assistant professor of economics at bard college and author of the case for a job guarantee a financial times best book of the year she is also a leading figure in the world of modern monetary theory which as you'll hear in our conversation is deeply connected to her conception of how this kind of policy would work we talked about how a jobs guarantee would function in america why it may be better for the economy than universal basic income another proposal that is having its moment and why now may be the moment for this type of intervention here is my conversation with pavlina welcome pavlina it's great to chat to you thanks for having me mark why do you think now is the moment where people are receptive once again to the idea of the federal government or if you don't live in the united states the central government actually giving people guaranteed employment what is it about this moment that's made this topical again yeah i think there are a number of reasons why the conversation is reviving i think part of it has to do with the fallout from the 2008 financial crisis i mean we endured some of the highest unemployment rates uh in the postwar history and then slogged through the longest jobless recovery that we had seen i mean it took 12 years to bring unemployment down to 3.5 percent and you know if you look at it regionally you know there are communities across the united states that are perennially in the double digits and i think we were rethinking economics on many multiple levels you know how the financial sector should work what public policy should do but jobs was one of those conversations that was left on the back burner which is the reason why we went through a very prolonged jobless recovery and now people are saying okay how can we move forward you know we we're looking for structural solutions and the job guarantee is that sort of policy response um that attempts to add to the safety net if you will a public option uh for bad for for like a better word um a traditional program just a promise that if you go and look for a job you can find it and that we have multiple ways of of dealing with unemployment so um that i think is part of the conversation but of course the danger is that you know attention will wane once the crisis has left us and so it's important when we articulate what the job guarantee is to talk about it not just as a crisis program that we just pull out of a pocket and implement now and then forget about it five years later when it's actually doing its magic so i want to talk about two ideas one which has also got a great deal of public currency and is often seen as the alternative proposal um to a jobs guarantee which is universal basic income and then the other one is active labour market policies because in a sense the active labor market policies and the jobs guarantee are pushing in the same direction right what they're trying to do is get people into work and also compress wages and raise the wage floor so that basically you have a better kind of capital labor share whereas ubi seems qualitatively different is promised upon the fact that the world of work is going away so how do you think about those two alternatives vis-a-vis the job guarantee program on the ubi question i am not convinced by the argument that the world of work is going away now that comes from two places typically one is that maybe there is some technological armageddon that we are facing and on this issue i'm with the roboticists they don't believe that we are anywhere near um that technological uh those kinds of technological advancements to displace our jobs um the second thing is that you know we've had these conversations about technology taking away jobs for very very long time and my position is that you know 80 of the jobs of the future we haven't even conceived of today so the question is what will that world of work look like tomorrow i think that's the anxiety that a lot of people are feeling and you know there is a little bit of resignation that if we just can't create jobs by god let at least give people income which i you know i'm sympathetic to the view but i'm not sympathetic to the view that we cannot create jobs because there are plenty of um things that we need to do that are not done we acutely uh see this and feel it in our communities in our you know public social life that you know there's dilapidated infrastructure there are communities in disrepair there are environmental problems i mean their care needs there's lots of work to be done and we just need to be able to do it so the job guarantee will be one mechanism you know not the only one but it will be one mechanism to deliver some of those social services that are missing now on the second question of labor active labor market policies now that is a question of how we restructure the world of work going forward um and you know we need a multi-prong and a a you know attack clearly uh because we have had the hollowing out of the manufacturing sector middle-income jobs etc the loss of union work as well and some of the protections that came with those good jobs and the gigification of course it works so um what can we do going forward should we accept sort of the precarity um or can we actually create a new world of safe and secure work you know the example i often give is manufacturing that was extremely dangerous in the last century you know the 19th century it was very poorly paid and it was not a good job and yet today we identify manufacturing with the good jobs and the good communities they engendered so today 80 of our economy is a service based economy what can we do to restructure service work to provide the same kind of support um an income for working people the job guarantee is the is basically the standard the public um wage floor if you will that then the economy will need to match and so in that sense it is it is a structural reform of a very particular kind it secures the floor so the active labor market side of this coming at this from a kind of more scandinavian labor market one is that's fine we totally get the floor but there's a problem with the floor and the you don't really get any kind of incentive to increase productivity if you have a floor and it's just the floor that model is much more focused upon a training component and essentially compressing wages to force firms to go out of business if they're inefficient and redeploy labor to those more productive parts of the economy is there a way in which the job guarantee can basically be shaped to have that type of positive thing that comes off of more active labor market policies absolutely these are not either or one way to think about this is that um the job guarantee is not just securing the floor but it is a stabilizer economic stabilizer and the way it can accomplish this is if it actually effectively transition transitions people back into private sector employment uh or other forms of more stable sector you know non-profit public sector employment when the economy recovers now that kind of transitional aspect to the job guarantee would work exactly if we have the appropriate training education apprenticeships and auxiliary if you will service support services to help people be successful in whatever they want to do so i think that these are these go hand in hand what i think is a bit more problematic is if we have active labor market policies without a job guarantee then what happens is that we are kind of shuffling people along the unemployment line if you will some lose their jobs or they get them and it is um it will be a known situation for somebody and when we talk about productivity i usually um like to put the emphasis on an economy that has some unemployment however small or large that is zero productivity you could argue it's even negative productivity if we account for all the social costs of unemployment so employing the unemployed is more productive than uh having unemployment so with that in mind it's obviously better to employ resources than not employee resources your jobs guarantee and your sort of broader work is associated with a school called modern monetary theory and on the podcast we previously spoken to stephanie kelton uh i myself has been described basically as mmt adjacent i like that one that's a good one so i want to talk about the relationship between the jobs guarantee and mmt do you have to have a kind of mmt economy for the for this program to work or can you do it without actually the type of re-engineering and rethinking the economy that mmt demands well maybe it's worth saying that mmt typically is a a descriptive analytical project it's a framework of analysis of thinking and there are few proposals that come out of the mmt body of work the job guarantee is one of them so why isn't that fit why the homology between the two that's right okay and so mmt highlights the important powers of the government in delimiting their monetary system okay you know one of the things that we say is that the currency is a public monopoly and there are a whole host of implications that follow from that but what that means in simplest terms is that the state the government has exclusive spending powers that no other agent has the second mmt component that is probably not very familiar to folks is that um government by virtue of the monetary system creates a certain kind of unavoidable unemployment and when the public sector imposes taxes whatever they are fines fees dues you know unavoidable and escapable they're all in monetary terms we all have to pay them um and if we're unable to acquire the resource to pay them we're in trouble but it is the government as this the ultimate source of of the financing right of of the currency that settles those debts and dues so in a way in a somewhat abstract way that the tax system creates unemployment monetary unemployment when you say unemployment is somebody seeking wage work and if you then create unemployment but then you abdicate your responsibility for solving the problem of unemployment then you have you know a dysfunctional macro model so in that sense the job guarantee is is essential and you know i should add here you know why does the government impose these tax liabilities and obligations on the public sector it's not because it needs funding but it because it needs resources you know somebody has to sell something to the public sector in exchange for currency and usually they provide uh labor uh and resources and so the tax system actually reorganizes our collective public provisioning and so the job guarantee is that missing piece you can actually employ the unemployed in that process of organizing uh for the community as a whole for the for the economy as a whole so i see how it follows from that framework as you put it but um gordon brown for example when he was labor uh prime minister actually not just chancellor he kind of ran a day fact to a job guarantee at the start of the crisis and there have been other attempts i mean india is not running a sort of an mmt economy they have the largest jobs guarantee program so is it a necessary homology or you know can you do this without in a sense going full mmt i'm just wondering because i can see how people are either attracted to mmt and perhaps not the job program people like the job program because they like it better than ubi but they're a bit concerned about do i need to buy mmt and just trying to tease out the necessary kind of relationship between them yeah i think that it is not necessary to understand why mmt and the job guarantee had attached at the hip it helps but if you do not if you're not convinced by the mmt premises i think that we can agree on the fact that the public sector is nevertheless always responsible for macroeconomic stabilization or the fallout from unemployment so in some in some sense these costs of unemployment are already part and parcel of the budget now what mmt does say is that if you have sovereign currency or monetary system um that is not um you know you're not pegged to some other currency or you're not part of a monetary union you have a lot more fiscal space you are able to address public concerns in much more aggressive manner but it's still true that if you're part of the eurozone you still have to deal with unemployment you still have to bear those costs and they will be resources that will be expend and it is better to employ people than not um employ them and so i think that um the merits of the job guarantee are there even if you don't have monetary sovereignty but granted they will be you know much more careful budgeting resource allocation that might come into consideration and smaller policy space so let's turn to a much more micro level so i've lived in the united states for about 30 years and one of the sort of the definitions of the us that i i walk around in my pocket with is this is a place where if you're unemployed it's your fault as opposed to in countries where i grew up where it was very much the case if i'm unemployed it's the government's fault and you need to do something about it how do we deal with that difference in political culture if you want to basically have a program that says no honestly this isn't really anyone's fault it is a macroeconomic problem and it is the government's responsibility to do something about it and it can do something about it how do how do you fight against those if you will folk wisdoms that ultimately if you lost your job even if there's a big crisis it's your job it's your problem because 90 of people didn't lose their jobs even if 10 percent did yeah there are those folk wisdoms that can be deployed effectively i think by policymakers um i think the counter argument to that is that at least in recent history the job guarantee has been pulled i mean we've been polling that idea that the government is responsible for providing employment opportunities to the unemployed since at least the late 60s and it consistently polls very well upwards of 60 percent more recently though and especially after the great financial crisis um the gallup poll came out with a with the number of uh 70 to 73 percent the most recent polls uh from 2019 are again up you know in the mid 70s high 70s i mean it pulls really very well and it's a bipartisan um support and in a way that that sounds you know a little shocking in light of the folk tale you know why would people be supporting it if they're this in the same breath they're also saying it's your fault i think it's because the lived experience for most people is that their jobs are insecure um that uh they don't know when one a good one will be around the corner they know somebody who's unemployed uh who's working sending hundreds of resumes so i think that there is definitely a not necessarily going to dissinglance but there there are two tales if you will of america you know the very precarious labor market experience and and you know the need the need for for a job so if we look at the world from the lens of what the job guarantee is trying to solve we have labor force participation has fallen particularly since the great recession even though it's up so when you say four percent unemployment it depends on what you mean relative to what potential labor force participation is we live in a world in which it seems to be very hard to generate any inflation which strongly suggests again there are unemployed resources which could be usefully put to work we face a climate disaster which we were told three years ago we had 12 years to fix and so far we've done the square root of nothing so this would seem to be a policy that kind of checks a lot of boxes so why then would it be that for example private sector businesses would be against this what's in the current system that stops us moving right what's the political economy that stops us going this way you know i'm not so sure that private the captains of industry right now are out there talking against it that's i think not our current problem although the the the political economy concern that you know koletsky identified long ago is not to be ignored now i don't think this is an unsurmountable problem a lot of people say well captains of industry will always oppose it um but as you mentioned in the in our introduction india has an enormous job guarantee program um and it covers many households 30 percent of households and clearly captains of industries didn't you know uh didn't win they you know there will be an ongoing debate and uh i think uh needs to defend the need for the program but you know laws are being passed and they can be passed when you say the job unity checks in a lot of boxes i think that is absolutely correct and it is maybe um that we haven't paid attention for a very long time to this need of the public sector um to do the heavy lifting i mean i've i talked to you know uh congressional aides sometimes and you know i use the new deal program and and and for relatively progressive folks and they say oh yeah the ccc i didn't think about that now why didn't we think about that because we have just you know forgotten that history that very critical important history and i think people are awakening a little bit that you know we could just use that tool yet again now the climate uh disaster is the most important thing i i think that you know anyone needs to be working on and so in that sense the job guarantee is an ally and what i'm hoping to do in my work is just to articulate why it makes good economic sense and that we there is no trade-off between jobs in inflation jobs and technology jobs and climate and these goals can be accomplished together so the one question of course that everyone is going to ask whether or not they you know think about mmt budgetary categories or not and let's face it most people don't is how much is this going to cost so you did a study where you basically budgeted for 15 million people in this program at 15 bucks an hour also including which i thought was quite generous full benefits on a reasonable standard and i believe also in the study was affordable uh daycare which is something that the vast majority of americans simply don't have so that 15 bucks when you add in benefits and you're in daycare has got to be about 26 27 an hour if you're doing that for 15 million people what does that add up to as a kind of proportion of gdp what would it be like we're spending equivalent to what we spend on x right what would that be okay so we are you know about one percent of gdp uh you know one and a half percent of of gdp think of it as maybe two-thirds of the military annual military budget okay to employ 15 million people with very generous benefits now i wouldn't even think about it this way like that would not even be the way that i would approach the question one thing that um i want to stress is that when we were doing these cost financial cost estimates we didn't really reduce all of the other social costs of unemployment you know we didn't uh reduce the cost of for example the impact on incarceration you know in the in the state of new york it costs 70 000 per year to lock up a person and a person who doesn't have a job um you know goes back to prison at a higher rate um and we know the jobs program for my inmates um uh you know reduce recidivism a lot so we didn't even account for for those kinds of costs and there are many others i mean uh you know how many kids go hungry to school and they have you know need for additional help and other programming there's just countless if you were to account for all of these you could argue that you know it's budget neutral but that's not what i think matters in this case for two reasons the first is that um the cost of unemployment already there they're already baked in so you gotta just simply choose you either pay for unemployment or you pay to hire people the second reason is that we know that unemployment yo-yos in a sense that it shoots up in recessions comes down in expansions now the public sector does the all the automatic spending to stabilize the economy price unemployment insurance food support earn income tax rate you name it that is an automatic counter-cyclical function the public sector must perform and it only it can perform it the private sector cannot so the budget will expand and it will shrink naturally um and so the number it could be a moving target we could chase that number it could be zero uh or it could be a little bigger depending on the crisis that's upon us but it's immaterial because this is the function of the government and from an mmt perspective we know that when you have sovereign monetary system you are able to more effectively employ the public spending powers to stabilize the economy so what would be the difference if we had had a job guarantee in place and we were facing the pandemic that we're facing how would the world look different you know i i think that we would have been better prepared to deal with a pandemic you know think of how much we the environmental problems didn't stop just because we stopped going to work right but you know california is still burning and somebody has to go and fight the fires um you know there's still floods there's still hurricanes um the work needs to be done and so it just so happens that it's also a bit easier to do this kind of outdoor environmental work in the middle of a pandemic but then think of the other needs you know the the challenges that we had with contact tracing the the the shortage of dispatchers when so many people were calling and trying to go to the hospital um there were some real needs in public services that if we were thinking in terms of a public health jobs corps if we were thinking in terms of preparedness to respond to climate problems we will have on standby if you will you know a um a public service army to address to tackle these these problems but i i want to give you the example again of india because not only is the job guarantee program the largest in the world but it has been the only lifeline that people have had during the pandemic it's only rural employment guaranteed rural employment but many people who lost their urban jobs moved back to the villages and they had no jobs but the job community created them and the demand picked up um the hours were used up quite quickly the guaranteed days were used up quite quickly people were clamoring for more um there were strong calls for urban guarantee what i'm saying is is that even in the middle of the pandemic people can figure out how to do useful community work and you don't have to be a terribly poor country to figure this out we can certainly do it as well i think on that note that's a pretty good case for a job guarantee i want to thank you for being with us today pavlina carnival thank you very much thank you so much great talking to you thank you this episode of the road center podcast was produced by dan richards for more information go to watson.brown.edu roads thanks for listening

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