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Rate of Profits and the Functional Distribution of Income

Paper Session

Sunday, Jan. 7, 2024 10:15 AM - 12:15 PM (CST)

Marriott Riverwalk, Alamo Ballroom Salon B
Hosted By: Union for Radical Political Economics
  • Chair: Swayamsiddha Sarangi, University of Utah

The Drain Gain: An Investigation into How Colonial Drain Helped Keep British Economy Buoyant

Kabeer Bora
,
University of Utah

Abstract

The global hegemony of Britain in the 19th century is hardly a disputed fact. As a global
hegemon, it oversaw the transfer of surplus from the underdeveloped world to its shores. The
transfer of surplus was important in maintaining its status as a hegemon. In this essay, I
underline the need for Britain to colonize India, its biggest possession. India’s colonial history
has been the subject of a lot of scholarly attention but rarely has the focus shifted from the drain
of surplus as a cause of underdevelopment of India to a transfer of surplus from India to Britain
as a cause of development of Britain. I shed light on this aspect of global surplus extraction
and show empirically that this transfer of surplus was invaluable for the success of the British
economy. Marx’s macroeconomics and his well-known law of the falling rate of profit are my
main sources of support. Accounting for spurious correlation using Hamilton(1994), I find that
an increase in colonial drain by 1% increases the rate of profit of Britain by around 9 percentage
points. My findings are corroborated by the several robustness checks I perform, including using
different measures of domestic exploitation and a different method in Autoregressive Distributed
Lag (ARDL). About the whole of the 19th century up until the First World War is included in
my period of analysis.

Zombie Firms and Capitalist Competition: A New Perspective on the Distribution of Profit Rates

Bruno Miller Theodosio
,
University of Utah

Abstract

This paper investigates the distribution of profit rates in the US between the 1960s and the
2010s, focusing on the phenomenon of ”zombie firms” – firms with an interest coverage ratio of less
than one, indicating that their debt burden is not covered by their profits. We explore how the
presence of zombie firms affects the distribution of profit rates and seek to explain the fat left tail
of the distribution. Our theoretical model suggests that competition among firms with different
profitability levels drives the equalization process, with firms seeking better opportunities either by
entering or exiting markets. The explanation of zombie firms is an attempt to understand the left
tail of the distribution, the recent phenomenon observed since the 1980s. We estimate the theoretical
distribution using the QRSE model which is a theoretical way to look at the ways in which entry-andexit
process reveals itself and discuss the results. Overall, our research contributes a novel theoretical
model that helps explain the distribution of profit rates in the US and sheds light on the impact of
zombie firms over capitalist competition.

The U.S. Net International Investment Position from 1976 to 2022: A Quantitative-institutional Approach

Patrick Alexandre Hallan
,
University of Utah

Abstract

The Net International Investment Position (NIIP) of a country is a critical aspect of its
long-term “economic health” and relations with the rest of the world. When it comes to
the United States, however, this factor exceeds the national borders and reveals
patterns of the world economy. It is well known that the NIIP of the US has been more
or less continuously deteriorating for the past six or seven decades. But such a process
must not be taken at face value. At a more general level, the increasing indebtedness of
the USA entails an organic and contradictory development of simultaneous
strengthening and weakening of its hegemony and the challenges and opportunities for
the expansion of capital. At a more concrete level, the forms of increasing liability (direct
investment, portfolio investment, derivatives), the rate of return differential (between US
investment abroad and foreign investment in the USA), and the political-institutional
backdrop are pivotal to understanding the signal of the processes. In this paper I
provide a quantitative and qualitative analysis of the pattern of change for US NIIP from
1976 to 2022, combining Marxist and institutional aspects as well as a time-series
evaluation of the variables to be considered.

Labor Share Decline across U.S. Manufacturing Subsectors: 1979-2019

Swayamsiddha Sarangi
,
University of Utah

Abstract

This paper studies the subsectoral contributions to aggregate manufacturing labor
share decline in the US between 1979 and 2019. Using the Log Mean Divisia index
(LMDI) decomposition, changes in the manufacturing sector’s labor share is decomposed
into contributions from real wage growth, labor productivity growth, changes
in employment shares, and changes in relative prices arising from the constituent subsectors
across three business cycles from 1979-2019. The primary findings of the paper
suggest that the downward decoupling of real wages from labor productivity is the
primary contributor to the labor share decline in manufacturing. Moreover, low labor
share sub-sectors (especially Chemical products, Food and Beverage and Tobacco
products, and Petroleum and Coal products) have experienced an increase in their employment
shares which contributes negatively to aggregate manufacturing labor share.
Machinery and Computer and electronic products sub-sectors emerge as complete outliers
in terms of productivity growth and decline in their relative price ratios. Both
these subsectors have seen higher productivity growth and relative price decline as
compared to aggregate manufacturing. Despite some similarities between sub-sectors
of manufacturing, it is the heterogeneity across sub-sectors that needs to be emphasized
to see the possible mechanisms behind the decline of labor share at the sub-sectoral
level. This heterogeneity is discussed with reference to changes in trade exposure,
decline in unionization and the growth in capital accumulation.
JEL Classifications
  • E0 - General
  • B5 - Current Heterodox Approaches