Volume 22, Issue 3 July 2026

Monetary Policy Shocks and the Employment of Young, Middle-Aged, and Old Workers

Abstract

We study how monetary policy affects the labor status of people of different ages and genders, using Japanese data spanning the late 1990s to the late 2010s, with monetary policy shocks identified using high-frequency market data. We first demonstrate that expansionary monetary policy shocks reduce the number of unemployed of all ages in both genders by almost the same amount. We then show that the impacts of these shocks are starkly different across ages in terms of responses in the labor force and number of employed. Specifically, expansionary monetary policy shocks induce the young and elderly demographics who were previously outside the labor force to enter the labor market, thereby increasing the employed population within these age brackets while exerting lesser influence on the middle-aged cohort. These findings suggest that changes in the labor force participation rate could play an important role in determining the degree of labor market slack for specific ages, potentially leading to a relatively limited wage increase to expansionary monetary policy shocks through the composition effect.

Authors

  • Fumitaka Nakamura
  • Nao Sudo
  • Yu Sugisaki

JEL codes

  • E24
  • E32
  • E52

Other papers in this issue

Daniel Santabárbara and Marta Suárez-Varela

Davor Kunovac and Diego Rodriguez Palenzuela and Yiqiao Sun

Zuzana Fungáčová and Eeva Kerola and Olli-Matti Laine

Stéphane Adjemian and Nikola Bokan and Matthieu Darracq Pariès and Georg Müller and Srečko Zimic

Francesca Carapella and Jin-Wook Chang and Sebastian Infante and Melissa Leistra and Arazi Lubis and Alexandros P. Vardoulakis