WEBVTT 00:00:00.296 --> 00:00:04.003 周期性失业 00:00:13.926 --> 00:00:17.060 今天我们来讲周期性失业 00:00:17.060 --> 00:00:19.950 即 与商业周期起伏有关的失业情况 00:00:19.950 --> 00:00:21.710 。 00:00:21.710 --> 00:00:23.980 使用FRED数据库 00:00:23.980 --> 00:00:26.920 很容易看出经济萧条时 00:00:26.920 --> 00:00:29.570 经济就会衰退或者增长得很缓慢 00:00:29.570 --> 00:00:32.190 从而失业率就会增加 00:00:32.190 --> 00:00:34.650 实际上 低增长以及高失业率 00:00:34.650 --> 00:00:37.521 就是经济萧条定义的一部分 00:00:38.170 --> 00:00:40.170 低增长经常伴随着高失业率 00:00:40.170 --> 00:00:43.092 其原因有两点 00:00:43.690 --> 00:00:46.550 第一 很显然 00:00:46.550 --> 00:00:49.390 当GDP增长或减少的比预期更慢 00:00:49.390 --> 00:00:53.430 公司就会裁员 因此导致失业 00:00:53.430 --> 00:00:55.870 第二个原因更微妙一些 00:00:55.870 --> 00:00:58.240 失业率高意味着 00:00:58.240 --> 00:01:02.370 生产产品和服务的劳动力就会变少 00:01:02.370 --> 00:01:04.690 当工人们没事可做的时候 00:01:04.690 --> 00:01:08.433 资本就会闲置 00:01:08.846 --> 00:01:11.296 当一个经济的劳动力空闲 资本闲置时 00:01:11.296 --> 00:01:14.440 就不会使增长最大化 00:01:15.340 --> 00:01:17.910 虽然失业率肯定与商业周期有关 00:01:17.910 --> 00:01:19.750 。 00:01:19.750 --> 00:01:23.330 但经济学家们还是在讨论其具体原因 00:01:23.330 --> 00:01:26.020 我们来看一些问题 比如说 00:01:26.020 --> 00:01:29.350 当GDP增长情况下降的时候 00:01:29.350 --> 00:01:31.660 失业率就会飙升 00:01:31.660 --> 00:01:35.970 但还是会慢慢回到正常水平 00:01:36.809 --> 00:01:39.250 例如 2008年经济衰退的时候 00:01:39.250 --> 00:01:42.539 失业率飙升 00:01:43.049 --> 00:01:46.491 2010年 经济实际上 00:01:46.491 --> 00:01:51.236 在以一个缓慢但平稳的速率增长 即每年2% 00:01:51.236 --> 00:01:55.601 但在未来的五年里 00:01:55.601 --> 00:01:57.527 失业率都没有回到经济衰退前的水平 00:01:58.649 --> 00:02:02.340 为什么失业率要花这么长的时间 00:02:02.340 --> 00:02:04.380 才能回到正常水平 00:02:05.621 --> 00:02:09.260 以典型市场为例 比如说苹果市场 00:02:09.260 --> 00:02:12.541 失业的苹果 00:02:12.541 --> 00:02:14.662 就是那些未售出的苹果 00:02:14.662 --> 00:02:18.290 在这种高苹果失业率的情况下 00:02:18.290 --> 00:02:20.110 在现行价格下 00:02:20.110 --> 00:02:23.110 供大于求 00:02:23.110 --> 00:02:25.930 所以你觉得这种情况下会发生什么 00:02:25.930 --> 00:02:29.590 通常 苹果的价格会一直下跌 00:02:29.590 --> 00:02:31.440 直到苹果的供求相平衡 00:02:31.440 --> 00:02:35.270 以及市场出清了 00:02:35.989 --> 00:02:39.577 然而 人比苹果可复杂多了 00:02:39.577 --> 00:02:43.445 而且劳工市场似乎也并不是这样 00:02:43.445 --> 00:02:46.775 即使有很多失业工人 00:02:46.775 --> 00:02:48.941 即工人也供大于求了 00:02:48.941 --> 00:02:50.675 。 00:02:50.675 --> 00:02:55.261 工资比你预期下降得还要慢 00:02:55.830 --> 00:02:59.730 经济学家称 工资十分“粘性” 00:02:59.730 --> 00:03:04.680 粘性工资导致雇工人的激励措施减少 00:03:04.680 --> 00:03:08.103 而且调整过程也相应变慢 00:03:08.103 --> 00:03:10.010 如今粘性工资很令人费解 00:03:10.010 --> 00:03:12.207 经济学家有很多有关为何工资粘性的理论 00:03:12.207 --> 00:03:15.181 。 00:03:15.670 --> 00:03:20.384 最关键的原因可能是 00:03:20.384 --> 00:03:25.251 当人们的工资减少时 人们就会变得心烦意乱 00:03:26.019 --> 00:03:29.325 特别是这种工资的下降 00:03:29.325 --> 00:03:33.244 是由一个显而易见的人造成的 即老板 00:03:33.244 --> 00:03:35.890 想象一下 你的老板削减了你的工资 00:03:35.890 --> 00:03:37.967 你可能会十分烦躁 00:03:37.967 --> 00:03:40.820 你甚至有可能会不那么努力工作 00:03:40.820 --> 00:03:43.630 或者扰乱工作环境以此报复 00:03:44.713 --> 00:03:47.710 因为老板担心削减士气 00:03:47.710 --> 00:03:51.520 所以不愿减少基本工资 00:03:51.850 --> 00:03:54.200 比如说这张图显示出 00:03:54.200 --> 00:03:57.010 非零工资变化的分布 00:03:57.010 --> 00:03:59.970 工资小额的增长是很普遍的 00:03:59.970 --> 00:04:03.790 但小额的减少却是十分罕见的 00:04:04.840 --> 00:04:06.740 如今即使是成长经济中 00:04:06.740 --> 00:04:10.988 我们都会期待看到工资波动 就如其他价格一样 00:04:10.988 --> 00:04:15.420 很多工资的小额减少以及小额增加 00:04:15.420 --> 00:04:18.188 供求一直在变化 00:04:18.740 --> 00:04:21.172 但这不是我们所看到的 00:04:21.172 --> 00:04:25.785 工资的增加比减少要更常见 00:04:27.136 --> 00:04:30.720 00:04:30.720 --> 00:04:34.352 00:04:34.352 --> 00:04:37.350 00:04:37.350 --> 00:04:40.240 00:04:40.240 --> 00:04:43.484 00:04:44.240 --> 00:04:46.990 00:04:46.990 --> 00:04:50.870 00:04:50.870 --> 00:04:55.110 00:04:55.110 --> 00:04:58.460 00:04:58.460 --> 00:05:00.040 00:05:00.040 --> 00:05:02.580 00:05:02.580 --> 00:05:04.720 00:05:04.720 --> 00:05:06.700 00:05:06.700 --> 00:05:09.920 00:05:09.920 --> 00:05:12.110 00:05:13.039 --> 00:05:16.725 00:05:16.725 --> 00:05:20.620 00:05:20.620 --> 00:05:23.001 00:05:23.500 --> 00:05:27.130 00:05:27.130 --> 00:05:31.160 00:05:32.766 --> 00:05:35.562 00:05:35.562 --> 00:05:37.747 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