Friday, December 23, 2016

UNFETTERED FREE TRADE: DO WE REALLY WANT TO GO WHERE IT WILL LEAD US?

12/23/16

I sent the below letter to the Wall Street Journal early this month.  The Journal published it, in condensed form, about a week later.   I thought my readers might like to read the original, longer version of my musings on the consequences of the slavish devotion to the dogma of free trade that permeates the economics profession and much of the thinking of federal trade officials.

In my opinion, this is one of my best pieces; I hope you enjoy it.

Blessed Christmas and Hanukkah, and a happy and prosperous new year, to all of you.


12/2/16

The Journal makes some very cogent arguments against the Trump administration’s interference with the decisions that a private sector company must make in the interests of its shareholders.  (“Trump’s Carrier Shakedown,” Review & Outlook, 12/2/16)   The Journal’s arguments, however, ignore the most fundamental of economic laws, that of supply and demand, in this case, for labor.

The $30/hour jobs Messrs. Trump and Pence saved were to be replaced with $11/day jobs in Mexico.  Why?   Because labor is cheap and abundant in Mexico.   Indeed, labor is cheap and abundant throughout the world due to a number of titanic developments that have taken place on the international stage over the last 30 or so years:  the emergence of China and much of the “Third World,” the fall of the Soviet Union, the population explosion in developing countries, etc.    Given the relatively newfound abundance of cheap and abundant labor internationally, Americans will be forced to work for a world wage dictated by that abundance of labor if the United States does nothing to protect the wages of its workers. While that world wage would be a boon for workers in the developing world, it would be a tragedy for American workers, forcing them to accept a standard of living far lower than the one they have experienced for generations.

That world wage, by the way, is not limited to unskilled workers, whom free trade dogmatists seem to write off as mere casualties of globalization.   Without some form of protection, that same abundance of labor will drive down earnings throughout the entire pay scale, unless one assumes that Americans are somehow endowed with superhuman powers that make them far more productive and capable than workers elsewhere.   The evidence for such superpowers is scarce.  The productivity edge that free trade zealots assume will save us is largely the result of the application of capital and technology to the manufacturing process, but that capital and that technology, even if developed in the United States, is easily exportable.  Improving the skills of our labor force is also a laudable idea, but one at which, so far, we have not been very successful; look at the typical American student’s math and science scores against those of his overseas counterparts.   And even if we did manage to reinvigorate and reorient our educational system, the Chinese, Indians, Germans, etc. can do the same thing and either catch up to, or remain a step ahead of, us.   Again, the supply of labor has suddenly become more abundant throughout the pay continuum; not only is there a surfeit of unskilled labor throughout the world, there is also an abundance of skilled, and potentially skilled, labor throughout the world.

Free trade is a wonderful principle that has brought much prosperity to the world and to our country; hence, it is a laudable idea and a tenet of practical and effective economics and economic policy.   But when free trade goes from being a principle to being unchallengeable dogma, as it seems to have become throughout much of the economics profession, we become faced with consequences, such as much lower wages and permanently lower returns to labor, that most practical minded people are unwilling to accept.


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