The Golden Age of Capitalism (Post-WW2)

1. The Golden Age in Long-term Perspective

  • Rapid GDP per capita growth post-1945
  • “Golden Age” characterized by convergence
    • Poorer countries growing faster by adopting tech/organizational practices of richer ones like the US
    • Catch-up growth observed notably in Western Europe and Japan

2. Postwar Recovery and Convergence on the US

  • Massive growth due to postwar recovery
    • High pre-war investments, intact productive capacity
    • Fast recovery despite wartime destruction
  • West Germany and Austria: significant GDP per capita growth
  • Convergence indicator: Western Europe and Japan saw fast GDP increases relative to the US

3. Why Was Post-WW2 Recovery Different?

a. Institutional and Social Factors

  • Unlike post-WW1, Germany not punished with reparations
  • Western Europe = cooperation + welfare state
    • ECSC, OECD to promote European integration
    • Marshall Plan aid conditioned on joint recovery efforts
  • Enhanced labor-capital cooperation
    • Stronger trade unions and state role in economy

b. Bretton Woods System

  • Fixed exchange rate system; US dollar pegged to gold
  • Created macro stability
    • Restricted capital mobility
    • Allowed domestic monetary autonomy
  • Focus: avoid capital flow-induced depressions as seen in the 1930s

c. Growth Accounting Framework

  • Increased productivity:
    • Tech transfers, increased capital stock
    • Enhanced labor quality (human capital)
    • Structural changes: from agriculture to industry
  • Boone from American mass production techniques, management styles

4. The End of the Golden Age

  • 1973: End marked by first Oil Crisis and collapse of Bretton Woods
  • Key reasons:
    • Almost completed convergence with US
    • Slowed structural transformation
    • “Eurosclerosis” limits European integration + trade growth
    • Inflation and US budget deficits under strain

Associated Key Ideas

  • Post-WW2 growth differently managed compared to post-WWI
  • Bretton Woods → monetary stability vs gold standard’s rigidity
  • Long-term capital mobility restricted; emphasis on trade stability
  • Convergence driven by tech transfer, organizational practices, and structural change