However, today, the United States has
22 million people unemployed
as a result of shutting down so many businesses to combat the spread of the coronavirus. Whether or not
job losses become permanent
(i.e., the Recession is V-shaped or L-shaped) will depend on: how adequate and well-targeted government relief programs are at preventing another financial crisis, and how fast an effective vaccine can be deployed so that businesses can safely re-open again.
Clearly, the National Infrastructure Bank has an important role to play in fighting the economic effects of the COVID-19-induced Recession to ensure that it is V-shaped.
To firm up our job creation estimates, we are currently seeking a statistical projection of the NIB’s effect on the entire economy under today’s employment conditions, similar to
one that was done in 2014
by the University of Maryland using their INFORUM Model.
Wages
Finally, what might the new jobs mean for wages, especially since the scale of the National Infrastructure Bank is so large? On one level, there will be significant demand for workers that will bid up all occupational wage levels. Also, construction contracts financed under the NIB would require that workers are paid union-level,
Davis-Bacon Wages. At the same time, GDP growth is expected to recover and rise sharply, as infrastructure investments lead to greater productivity gains, and an increase in private sector investment. Both of those developments would mean that price levels, overall, are likely to remain unchanged.
History suggests that substantial wage compression – pushing all occupational wage levels from the bottom upwards – would be the fundamental outcome. In their book,
Unequal Gains, Professors Lindert and Williamson investigate the underlying causes of The Great Leveling, the period from
1900-1970
when income inequality fell sharply. They conclude that “market fundamentals … could have pushed the entire occupational wage structure toward equality even in the absence of changes in government wage-setting policies [like the Minimum Wage].” Their conclusion is echoed by occupational wage data. During the period
1933-1957,
when FDR’s
Reconstruction Finance Corporation
was financing lots of infrastructure projects that hired lots of workers, the
pay of unskilled workers
rose by nearly 400 percent (well above the
Minimum Wage, first set in 1938).
Thus, for now, we anticipate that the operations of the NIB will create 25 million full-time jobs, cumulatively over 15 years, will re-employ those Americans whose lose their jobs on account of the current COVID-19 Recession, and in addition will stimulate wage recovery for many, if not most, Americans.