Trade and Manufacturing Jobs in Germany
研究了德国制造业就业下降的趋势,发现下降主要由进口竞争行业驱动,而非出口导向行业;全球化并未加速这一下降,反而保留了部分制造业岗位。
The German economy exhibits rising service and declining manufacturing employment, but this decline is much sharper in import-competing than export-oriented branches. We first document the individual-level job transitions behind those trends. They are not driven by manufacturing workers who smoothly switch to services. The observed shifts are entirely due to young entrants and returnees from non-employment. We then investigate if rising trade with China and Eastern Europe causally affected those labor flows. Exploiting variation across industries and regions, we find that globalization did not speed up the manufacturing decline in Germany. It even retained those jobs in the economy.