The UK and Western Productivity Puzzle: Does Arthur Lewis Hold the Key?

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Abstract

This article proposes a new neo-Lewis explanation for the UK and developed-world productivity puzzle: grafting Lewis’s (1954) dual economy model onto a Solow growth framework. In the neo-Lewis model, when foreign demand for exports is constrained below potential supply (as post-2007), labour input growth continues (due to flexible labour markets) but GDP growth slows, necessarily reducing labour productivity growth. The predictions are tested on 23 countries (20 EU plus 3 non-EU) and find support. The model also explains the fall in TFP growth after 2007 in a sample of 52 countries.

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