Productivity and pay: Developments in labour*s share of income gains

Workplace Relations Lecture Series
Fair Work Commission
Centre for Employment & Labour Relations Law
Melbourne, 16 August 2013
Productivity and pay:
Developments & issues in
labour’s share of income gains
Dean Parham
Deepa Economics
[email protected]
Definitions
β€’ π‘…π‘’π‘Žπ‘™ π‘ƒπ‘Ÿπ‘œπ‘‘π‘’π‘π‘‘ π‘Šπ‘Žπ‘”π‘’ =
β€’ πΏπ‘Žπ‘π‘œπ‘’π‘Ÿ π‘π‘Ÿπ‘œπ‘‘π‘’π‘π‘‘π‘–π‘£π‘–π‘‘π‘¦ =
πΏπ‘Žπ‘π‘œπ‘’π‘Ÿ π‘π‘œπ‘šπ‘π‘’π‘›π‘ π‘Žπ‘‘π‘–π‘œπ‘›
1
.
π»π‘œπ‘’π‘Ÿπ‘  π‘€π‘œπ‘Ÿπ‘˜π‘’π‘‘
π‘ƒπ‘Ÿπ‘œπ‘‘π‘’π‘π‘‘ π‘π‘Ÿπ‘–π‘π‘’π‘ 
π‘‰π‘œπ‘™π‘’π‘šπ‘’ π‘œπ‘“ π‘œπ‘’π‘‘π‘π‘’π‘‘
π»π‘œπ‘’π‘Ÿπ‘  π‘€π‘œπ‘Ÿπ‘˜π‘’π‘‘
β€’ π‘…π‘’π‘Žπ‘™ 𝑒𝑛𝑖𝑑 π‘™π‘Žπ‘π‘œπ‘’π‘Ÿ π‘π‘œπ‘ π‘‘π‘  =
π‘…π‘’π‘Žπ‘™ π‘π‘œπ‘ π‘‘π‘  π‘œπ‘“ π‘™π‘Žπ‘π‘œπ‘’π‘Ÿ
π‘‰π‘œπ‘™π‘’π‘šπ‘’ π‘œπ‘“ π‘œπ‘’π‘‘π‘π‘’π‘‘
π‘…π‘’π‘Žπ‘™ π‘ƒπ‘Ÿπ‘œπ‘‘π‘’π‘π‘‘ π‘Šπ‘Žπ‘”π‘’
=
πΏπ‘Žπ‘π‘œπ‘’π‘Ÿ π‘π‘Ÿπ‘œπ‘‘π‘’π‘π‘‘π‘–π‘£π‘–π‘‘π‘¦
β€’ π‘…π‘’π‘Žπ‘™ 𝑒𝑛𝑖𝑑 π‘™π‘Žπ‘π‘œπ‘’π‘Ÿ π‘π‘œπ‘ π‘‘π‘  = πΏπ‘Žπ‘π‘œπ‘’π‘Ÿ π‘–π‘›π‘π‘œπ‘šπ‘’ π‘ β„Žπ‘Žπ‘Ÿπ‘’
Productivity and pay
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Takeaway
β€’ πΊπ‘Ÿπ‘œπ‘€π‘‘β„Ž 𝑖𝑛 𝐿𝐼𝑆 = π‘”π‘Ÿπ‘œπ‘€π‘‘β„Ž 𝑖𝑛 π‘…π‘ƒπ‘Š βˆ’ π‘”π‘Ÿπ‘œπ‘€π‘‘β„Ž 𝑖𝑛 𝐿𝑃
β€’ 𝐿𝐼𝑆 ↓ π‘€β„Žπ‘’π‘› π‘”π‘Ÿπ‘œπ‘€π‘‘β„Ž 𝑖𝑛 π‘…π‘ƒπ‘Š < π‘”π‘Ÿπ‘œπ‘€π‘‘β„Ž 𝑖𝑛 𝐿𝑃
β€’ 𝐿𝐼𝑆 ↑ π‘€β„Žπ‘’π‘› π‘”π‘Ÿπ‘œπ‘€π‘‘β„Ž 𝑖𝑛 π‘…π‘ƒπ‘Š > π‘”π‘Ÿπ‘œπ‘€π‘‘β„Ž 𝑖𝑛 𝐿𝑃
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Rule of thumb
β€’ LP growth a benchmark for real wage growth
β€’ Increases in nominal wages has regard to growth in
labour productivity and inflation
β€’ When growth in real wages above growth in LP
o raises real production costs
β€’ reduces competitiveness
β€’ pressure to reduce employment
β€’ When growth in real wages below growth in LP
o reduces real production costs
β€’ improves competitiveness
β€’ conducive to employment growth
o question of fairness – equitable share of productivity gains
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The terms of trade lifted income
growth above output growth in the
2000s
% growth since
1959-60
index
2010-11=100
700
130
600
GDI growth
110
500
400
300
90
GDP growth
70
200
100
terms of
trade (RHS)
0
50
30
Data source: ABS national accounts
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The terms of trade filled the gap in
average income growth left by
slower productivity growth
% growth
since 1993-94
index
2010-11=100
70
60
180
real average income
(GDI per capita)
50
40
160
140
labour productivity
120
30
100
20
80
terms of trade (RHS)
10
export prices
import prices
0
60
40
Data source: ABS national accounts
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Takeaways
β€’ Continued strong growth in prosperity in the 2000s
β€’ A surge in the terms of trade β€˜filled a gap’ left by
slower growth in productivity
β€’ The terms of trade had a major influence on the
growth in real income and rate of improvement in
living standards
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The fall in the labour
income share
β€’ 4+ percentage points over the 2000s
β€’ How did this fall come about?
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No shrinkage in labour
income growth
% per year
8
7.5
7
6.6
5.8
6
5
4.9
4.5
4.3
4
3
1990s
2000s
1990s
2000s
1990s
2000s
2
1
0
Labour income
Capital income
Total income
Source: Parham (2013) forthcoming
Productivity and pay
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Stronger output price inflation,
not slower wage growth
% per year
5
4
4.8
3.8
3.4
3
2.7
nom wage
nom wage
2
RPW
output
prices
1.4
1.1
RPW
1
output
prices
0
1990s
2000s
Source: Parham (2013) forthcoming
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Terms of trade drove a wedge between
product prices and consumer prices
index
1999-00=100
200
160
product prices
120
consumer
prices
80
1990s
40
2000s
2011-12
2009-10
2007-08
2005-06
2003-04
2001-02
1999-00
1997-98
1995-96
1993-94
1991-92
1989-90
1987-88
1985-86
1983-84
1981-82
1979-80
1977-78
1975-76
1973-74
1971-72
1969-70
1967-68
1965-66
1963-64
1961-62
1959-60
0
Source: Parham (2013) forthcoming
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Real consumption wage
β€’ π‘…πΆπ‘Š =
π‘π‘œπ‘šπ‘–π‘›π‘Žπ‘™ π‘Žπ‘£π‘’π‘Ÿπ‘Žπ‘”π‘’ β„Žπ‘œπ‘’π‘Ÿπ‘™π‘¦ π‘€π‘Žπ‘”π‘’
πΆπ‘œπ‘›π‘ π‘’π‘šπ‘’π‘Ÿ π‘π‘Ÿπ‘–π‘π‘’π‘ 
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Growth in RPW fell behind
LP growth. RCW did not
% per year
3
2.7
2.5
2.1
2.0
1.8
2
1.5
1.4
1.5
1
RPW
LP
RCW
RPW
RCW
LP
0.5
0
1999-00 to 2009-10
2002-03 to 2011-12
Source: Parham (2013) forthcoming
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Implications for the rule
of thumb
β€’ Not a problem for producers
o competitiveness
β€’ What about fairness?
o real consumption wage is relevant
o growth in RCW kept up with, and surpassed, growth in LP
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Sources of the fall in
labour income share
β€’ Additional growth in income
o 40% in mining
o 25% in construction
β€’ Manufacturing lost the most share of income
β€’ Mining explains the entire fall in the labour income
share
o Other industries much smaller and offsetting contributions
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Mining essentially
explains it all
% pt contributions
0.8
RPW
0.6
LP
0.4
LIS
0.2
0.0
-0.2
-0.4
-0.6
-0.8
Arts
Finan
Telco
Transp
Accom
Retail
Wsale
Constr
EGWWS
Manuf
Mining
Agric
-1.0
Source: Parham (2013) forthcoming
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Implications for wage
setting
β€’ Could wage rises be quarantined to the mining
industry?
β€’ β€˜Headroom’ -- scope for wage growth within
bounds of LP growth – essentially confined to mining
β€’ Prices variable, wages β€˜sticky’ downward
β€’ Fairness of sharing resource rents with mining
workers only
β€’ Fall in labour share is predominantly a β€˜quantity’
effect – increased capital intensity – and not a price
effect – profits v. wages
β€’ Basis for wage increases to raise labour share not
clear
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Looking forward
β€’ Labour income share likely to rise without any
action
o Lower mineral export prices will raise RPW growth above LP growth
β€’ LIS will not fully revert
o Economy is more capital intensive
o Will thereby take a larger share of income
β€’ Growth in consumption prices greater than growth
in product prices
o Growth in RCW less than growth in RPW
o Growth in RCW still in line with growth in LP??
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Concluding remarks
β€’ Terms of trade had a large effect on income
growth and the labour share of income
β€’ Need to take care with the usual β€˜rules of thumb’
when there are shifts in the terms of trade
β€’ Need to distinguish between real wages as a cost
to producers (RPW) and real wages as income to
labour (RCW)
β€’ RPW the indicator re production efficiency criterion
and RCW the indicator re fairness criterion
β€’ Focus on productivity growth to continue growth in
living standards and to sustain growth in wages
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