Reshoring, automation, and labor markets under trade uncertainty

A-Tier
Journal: Journal of International Economics
Year: 2025
Volume: 156
Issue: C

Authors (3)

Firooz, Hamid (not in RePEc) Leduc, Sylvain (not in RePEc) Liu, Zheng (Federal Reserve Bank of San Fr...)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

We study the implications of trade uncertainty for reshoring, automation, and U.S. labor markets. Rising trade uncertainty creates incentives for firms to reduce exposure to foreign suppliers by moving production and distribution processes to domestic producers. However, we argue that reshoring does not necessarily bring jobs back to the home country or boost domestic wages, especially when firms have access to labor-substituting technologies such as automation. Automation improves labor productivity and facilitates reshoring, but it can also displace jobs. Furthermore, automation poses a threat that weakens the bargaining power of unskilled workers in wage negotiations, depressing their wages and raising the skill premium and wage inequality. Our model predictions are in line with industry-level empirical evidence.

Technical Details

RePEc Handle
repec:eee:inecon:v:156:y:2025:i:c:s0022199625000479
Journal Field
International
Author Count
3
Added to Database
2026-01-25