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Title: The economics and politics of revoking NAFTA
Author(s): Raphael Auer, Barthelemy Bonadio and Andrei A. Levchenko
Publication Date: December 2018
Keyword(s): Distributional Effects, NAFTA, protectionism, quantitative trade models and trade policy
Programme Area(s): International Trade and Regional Economics
Abstract: Abstract We provide a quantitative assessment of both the aggregate and the distributional effects of revoking NAFTA, using a multi-country, multi-sector, multi-factor model of world production and trade with global input-output linkages. Revoking NAFTA would reduce US welfare by about 0.2%, and Canadian and Mexican welfare by about 2%. The distributional impacts of revoking NAFTA across workers in different sectors are an order of magnitude larger in all three countries, ranging from -2.7 to 2.26% in the United States. We combine the quantitative results with information on the geographic distribution of sectoral employment, and compute average real wage changes in each US congressional district, Mexican state, and Canadian province. We then examine the political correlates of the economic effects. Congressional district-level real wage changes are negatively correlated with the Trump vote share in 2016: districts that voted more for Trump would on average experience greater real wage reductions if NAFTA is revoked.
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Bibliographic Reference
Auer, R, Bonadio, B and Levchenko, A. 2018. 'The economics and politics of revoking NAFTA'. London, Centre for Economic Policy Research. https://cepr.org/active/publications/discussion_papers/dp.php?dpno=13393