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Interpreting the "One Big Wave" in U.S. Long-Term Productivity Growth

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Robert J. Gordon

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Abstract

This paper assesses the standard data on output, labor input, and capital input, which imply one big wave' in multi-factor productivity (MFP) growth for the United States since 1870. The wave-like pattern starts with slow MFP growth in the late 19th century, then an acceleration peaking in 1928-50, and then a deceleration to a slow rate after 1972 that returns to the poor performance of 1870-1891. A counterpart of the standard data is a mysterious doubling in the ratio of output to capital input when the postwar era is compared with 1870-1929. Three types of measurement adjustments are applied to the standard input data. Following the lead of Denison and Jorgenson-Griliches, adjustments for the changing composition (or quality') of labor and capital, currently published by the BLS back to 1948, are estimated for 1870-1948. These composition adjustments take into account the shifting mix of the labor force along the dimensions of education and age-sex composition, and of the capital stock between equipment and structures. Further adjustments are made to capital input data to allow retirement to vary with gross investment rather than to follow a fixed pattern depending only on age, and to add types of capital owned by the government that are particularly productive in the private sector. A new MFP series taking account of all these adjustments grows more slowly throughout, and the big wave' phenomenon is both flatter and extends back further in time to 1891. However, there is no solution to the post-1972 productivity slowdown, and in the new data MFP growth during 1972-96 proceeds at a pathetic 0.1 percent per year. A byproduct of the measurement adjustments is to solve completely the previous puzzle of the jump in the output-capital ratio; in the new data this ratio is actually lower in 1996 than in 1870. The primary substantive explanation for the big wave lies in the timing of inventions. MFP growth during the big wave' period benefited from the diffusion of four great clusters of inventions that dwarf today's information technology revolution in their combined importance. A complementary hypothesis is that the partial closing of American labor markets to immigration and of American goods markets to imports during the big wave period gave an artificial and temporary boost to real wages which fed back into boosting productivity growth, followed by a reopening that contributed to the post-1972 productivity slowdown.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 7752.

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Date of creation: Jun 2000
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Handle: RePEc:nbr:nberwo:7752

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Find related papers by JEL classification:
O40 - Economic Development, Technological Change, and Growth - - Economic Growth and Aggregate Productivity - - - General
O47 - Economic Development, Technological Change, and Growth - - Economic Growth and Aggregate Productivity - - - Measurement of Economic Growth; Aggregate Productivity; Cross-Country Output Convergence

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  5. Blanchard, Olivier Jean & Quah, Danny, 1989. "The Dynamic Effects of Aggregate Demand and Supply Disturbances," American Economic Review, American Economic Association, vol. 79(4), pages 655-73, September. [Downloadable!] (restricted)
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  6. Goldin, Claudia, 1998. "America's Graduation from High School: The Evolution and Spread of Secondary Schooling in the Twentieth Century," The Journal of Economic History, Cambridge University Press, vol. 58(02), pages 345-374, June. [Downloadable!]
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  9. George J. Borjas, 1994. "Long-Run Convergence of Ethnic Skill Differentials," NBER Working Papers 4641, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  1. Claudia Goldin & Lawrence F. Katz, 2001. "The Legacy of U.S. Educational Leadership: Notes on Distribution and Economic Growth in the 20th Century," American Economic Review, American Economic Association, vol. 91(2), pages 18-23, May. [Downloadable!] (restricted)
  2. Clinton Lively, 2001. "Merrill Lynch & Co.: process risk management program," Conference Series ; [Proceedings], Federal Reserve Bank of Boston. [Downloadable!]
  3. Robert J. Gordon, 2000. "Does the "New Economy" Measure Up to the Great Inventions of the Past?," Journal of Economic Perspectives, American Economic Association, vol. 14(4), pages 49-74, Fall. [Downloadable!] (restricted)
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  4. John Y. Campbell & Robert J. Shiller, 2001. "Valuation Ratios and the Long-run Stock Market Outlook: An Update," Cowles Foundation Discussion Papers 1295, Cowles Foundation, Yale University. [Downloadable!]
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  5. María J. Álvarez & Antonia Díaz, 2001. "Minimum Consumption And Transitional Dynamics In Wealth Distribution," Economics Working Papers we015013, Universidad Carlos III, Departamento de Economía. [Downloadable!]
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  6. Michael J. Boskin & Lawrence J. Lau, 2000. "Generalized Solow-Neutral Technical Progress and Postwar Economic Growth," NBER Working Papers 8023, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  7. Paul A. David, 2005. "Productivity growth prospects and the new economy in historical perspective," Economic History 0502005, EconWPA. [Downloadable!]
  8. Jane Sneddon Little & Robert K. Triest, 2001. "The impact of demographic change on U. S. labor markets," Conference Series ; [Proceedings], Federal Reserve Bank of Boston. [Downloadable!]
    Other versions:
  9. Eliasson, Gunnar & Johansson, Dan & Taymaz, Erol, 2004. "Simulating the New Economy," Ratio Working Papers 52, The Ratio Institute. [Downloadable!]
    Other versions:
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