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Skill Substitution, Expectations, and the Business Cycle

2026/02/02 by Andreas Leibing
#econ.GN #q-fin.EC

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Abstract

This paper studies how labor market conditions around high school graduation affect postsecondary skill investments. Using administrative data on more than six million German graduates from 1995-2018, and exploiting deviations from secular state-specific trends, I document procyclical college enrollment. Cyclical increases in unemployment reduce enrollment at traditional universities and shift graduates toward vocational colleges and apprenticeships.

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