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Title page 1
Contents 1
ABSTRACT 1
1. INTRODUCTION 2
2. DATA AND METHODOLOGY 5
3. LABOR MARKET CHARACTERISTICS 7
3.1. WORKER CHARACTERISTICS 7
3.2. LABOR MARKET TRANSITIONS 8
4. TRANSITIONS AND AI EXPOSURE 9
4.1. SENSITIVITY ANALYSIS 14
4.2. WHICH WORKERS SWITCH OCCUPATIONS? 14
5. LIFE-CYCLE DYNAMICS 15
5.1. EMPLOYMENT SHARES 15
5.2. WAGES 16
5.3. EXPECTED IMPACT OF AI LIFETIME EARNINGS 19
6. INFORMALITY IN BRAZIL 21
6.1. INFORMALITY AND AI EXPOSURE 22
7. CONCLUSION 23
ACKNOWLEDGEMENTS 24
REFERENCES 25
Tables 7
Table 1. Labor Market Summary Statistics for the UK and Brazil 7
Table 2. UK and Brazil, labor market flows by education level 8
Table 3. UK and Brazil, Employer and Occupation Switching Probabilities 9
Table 4. Premia and Standard Deviation of Log Wages by AI Exposure 10
Table 5. Distribution of Employment by AI Exposure and Education 11
Table 6. UK and Brazil: Regression of Transition Probabilities on Workers' Characteristics 13
Table 7. Changes in Expected Lifetime Earnings 20
Table 8. Employment Flows for Informality in Brazil 21
Table 9. Job and Occupation Switching Probabilities for Brazil 22
Figures 11
Figure 1. Transition Probabilities Conditional on Occupation Switching 11
Figure 2. Transition Probabilities by Education 12
Figure 3. UK and Brazil: Transitions to other occupation groups by wage decile 15
Figure 4. Life-cycle Profile of Employment Shares 17
Figure 5. Life-cycle Profile of Wages 18
Figure 6. Wage Premia for Transitions 19
Figure 7. Employment Share by Formality and Category 22
Figure 8. Transition Probabilities cond. on Occupation Switch, Formality, and Education 23
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