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加美自由贸易协定对劳动力市场的长期影响

The Long-Run Labour Market Effects of the Canada-U.S. Free Trade Agreement
Review of Economic Studies · 2024 · Brian K. Kovak、Peter Morrow

中文摘要

本文利用1984—2004年匹配纵向行政数据,评估1989年《加美自由贸易协定》对加拿大劳动力市场的长期影响。我们同时考察了出口扩张增加与进口竞争加剧对劳动力市场的影响,总体发现加拿大关税削减产生不利影响,而美国关税削减产生有利影响,但两种效应均较小。最初受雇于加拿大关税减让幅度较大行业的劳动者,在大企业被裁员的概率更高,但对长期累计收入的影响甚微。他们在原雇主处收入和工作年限的减少,被其在其他制造业、建筑业和服务业中的收益所抵消。加拿大劳动者迅速退出面临进口竞争的行业,而该自由贸易协定的双边性质为进口竞争行业的劳动者提供了转向其他制造业就业的机会,这些制造业受益于美国更大幅度的关税削减。

Abstract

Abstract This article assesses the long-run effects of the 1989 Canada-U.S. Free Trade Agreement on the Canadian labour market using matched longitudinal administrative data for the years 1984–2004. We simultaneously examine the labour market effects of increased export expansion and import competition, generally finding adverse effects of Canadian tariff cuts and favourable effects of U.S. cuts, though both effects are small. Workers initially employed in industries that experienced larger Canadian tariff concessions exhibit a heightened probability of layoffs at large firms, but little impact on long-run cumulative earnings. Lower earnings and years worked at the initial employer are offset by gains in other manufacturing industries, construction, and services. Canadian workers quickly transitioned out of industries facing import competition, with the bilateral nature of the FTA providing import-competing workers employment options in alternative manufacturing industries benefiting from larger U.S. tariff cuts.
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