Laboratories of (In)equality? Redistributive Policy and Income Inequality in the American States

Prior literature has emphasized demographic, economic, and political explanations for increasing income inequality in the United States, with little attention paid to the role of state‐level policy. This is despite great variation across states in both the level of inequality and the rate at which it is rising. This paper asks whether differences in state policy choices can help explain this variation; specifically, we examined a range of state redistributive policies enacted between 1980 and 2005 and identified four common approaches likely to impact inequality: taxes on the wealthy, taxes on the poor, spending on the poor, and labor market policies. We used pooled cross‐sectional time‐series data and a fixed‐effects model to assess the relationship between states’ use of each policy approach and two measures of market income inequality: the Gini coefficient and the income share of the top 1 percent. We find policies played a significant role in shaping income inequality in the states. For three of these four policy approaches, we found less inequality following expansions of state redistributive policy. Yet, for another, we identified the opposite pattern. These findings highlight the importance of state policy choices in shaping market inequality, and have implications for designing state policies to reduce income inequality since the success of these efforts depends on the policy approach used to redistribute income and wealth.     

Income Inequality and Voter Fractionalisation: An Empirical Study of 16 Multi-Party European Democracies

This article empirically investigates relationships between voter fractionalisation and economic inequality, measured by the Gini coefficient of income inequality and a new index of fractionalisation developed for this study. Our main findings are as follows. States with high income inequality have less voter fractionalisation. States with higher GDP per capita have more voter fractionalisation. States with high election thresholds for parliamentary representation have less voter fractionalisation. Eastern European states and states with high unemployment rates have more voter fractionalisation. States with greater ethnic fractionalisation have less voter fractionalisation. Fractionalisation has been greater in recent decades (2000s and 1990s) than earlier decades (1980s).     

Environmental Compliance Costs and the Distribution of Emissions in the U.S.

Using the properties of the Gini coefficient, a structural model is developed to assess the impact of uniform changes in environmental compliance costs on the distribution of per capita emissions across U.S. counties and states, a distribution that places a larger burden on minorities. Using data from the U.S. EPA's Toxic Release Inventory and three state-specific measures of environmental compliance costs, we find that uniform increases in federal environmental standards have little impact on the distribution of environmental hazards, and may actually exacerbate spatial inequality. As a result, Federal standards that target specific high pollution locations are necessary to redress current inequities.     

中国入境旅游经济地区差距演变及其结构分解

本文以基尼系数及其分解法对1997-2009年中国入境旅游收入地区差异、收入结构分项差异及其演变做测算。研究发现我国入境旅游收入地区差异呈缩小态势;旅游外汇收入构成各分项基尼系数都呈下降趋势,交通、购物收入基尼系数对总基尼系数贡献度较大;结构效应对总基尼系数的减小贡献不是很大,集中效应是总基尼系数变化的决定性要素。分析指出,要缩小地区入境旅游差距,必须在坚持发展地区经济和开发高级旅游景区的前提下,关键点在于改善落后地区交通条件和开发地域特色的中高档商品以扩大旅游外汇交通收入及购物收入。     

西安市微区域收入及贫困空间格局研究

以街道办事处为研究单元,以居民收入数据为基础,采用FGT指数法和矢量数据符号法,分别从收入等级、收入差距、贫困程度等方面对西安市主城区的收入及贫困空间格局展开研究。结果表明:①1收入等级空间特征为"南高北低,西高东低"、"中心城区,高低交错";②街道办之间平均收入差距不大,街道办内部个人收入差距较大;③贫困地区主要集中在老城衰退区、老工业区、城中村棚户区及近郊城乡交错区;④收入高低、收入差距分别与贫困程度呈现反比和正比关系。本文的研究为政府部门从街道层面制定脱贫对策提供参考。     

Disparities in entrepreneurial activity and attitude across EU countries

The levels and characteristics of entrepreneurship differ widely across EU countries and regions. Taking as reference data provided by the Global Entrepreneurship Monitor on entrepreneurial activity and entrepreneurial attitude, this paper analyses the disparities in entrepreneurship indicators among EU member countries in 2007 and 2013, highlighting the most significant changes that occurred during the Great Recession. Some of the major indices of inequality are calculated (Gini, Theil and Atkinson) and the change in the Gini coefficient between these two years is additively decomposed into mobility and progressivity components. Overall, we find that cross-national inequalities tend to increase in the procyclical aspects of entrepreneurial activity and attitude, while they tend to decrease in the countercyclical aspects. For entrepreneurial activity indicators, we reveal that heterogeneity increases in indicators such as opportunity-driven entrepreneurial activity and total entrepreneurial activity, while necessity-driven entrepreneurial activity becomes more homogeneous across countries. Regarding entrepreneurial attitudes, disparities among countries decrease in all indicators, except in perceived opportunities, for which cross-national inequality grows considerably during the crisis period.     

Income inequality across Canadian provinces in an era of globalization: explaining recent trends

In this article, I use panel data methods to investigate possible factors influencing recent trends in income inequality across Canadian provinces. The ratio of the income share of the highest-to-lowest quintiles and the Gini coefficient of total income are used as measures of inequality. Both point to rising levels of inequality from 1981 to 1999, especially during the 1990s, and the estimation results suggest that several factors have had significant effects on such an increase. In particular, an increase in international trade, technological change, educational heterogeneity, and the unemployment rate are found to contribute to greater inequality. Deindustrialization and declining government transfer payments to persons are also factors explaining the rise in inequality. In contrast, an increase in the female labour force participation rate appears to have dampened inequality. There is also some evidence of a negative association between de-unionization and inequality while no significant association is found between inequality and other demographic shifts, such as immigration and the share of the population over the age of 65.     

三江平原垦区经济发展差距及其与产业结构的关联分析

作为一种以农业专业化和规模化生产为主要特征的经济地域类型,垦区经济增长和产业结构具有鲜明的区域特色。本文采用基尼系数和灰色关联模型,探讨了三江平原垦区经济发展差距变化特征及其与产业结构的关联性。研究结果表明:①2000年以来垦区经济差距呈现先缩小后增大的趋势,农场间人均农业资源占有量的不同是垦区经济差距产生的重要基础。②垦区经济发展变化与各产业集中度变化密切相关,三次产业基尼系数变化引起的集中效应是导致垦区经济发展差距变化的主要原因。③农垦区经济发展水平与农业发展关系最为密切,多数农场经济发展仍依赖于农业综合生产能力的提高。应积极推进垦区农业现代化进程,培育非农产业集群和新的增长点,以提高垦区整体经济实力。     

On the ‘Arab Inequality Puzzle’: The Case of Egypt

This article surveys and discusses prominent protagonists of the debate on socio-economic inequality in the Arab region, with a special focus on the World Bank and Egypt. According to official data, the region holds remarkably low Gini coefficients in a context of declining inequality. This contradicts the popular perception of high social inequality as a major cause of regional protests since the Arab Spring; hence the reference to a ‘puzzle’ in mainstream literature. The debate about the reality of social inequality in the region has developed since 2011 — particularly in regard to Egypt, where income and consumption data are periodically collected by means of household surveys. Inequality measures based on this method alone, while income taxation data are inaccessible, are highly questionable and conflict with various observations and calculations based on other indicators such as national accounts, executive income or house prices. Yet, the World Bank upholds official inequality findings in portraying the Arab upheaval as the revolt of a ‘middle class’ that aspires to greater business freedom, in consonance with the neoliberal worldview.     

INEQUALITY BEFORE THE BRONZE AGE: THE CASE OF CHALCOLITHIC CYPRUS

The emergence and nature of social inequality has been the topic of a substantial amount of research in recent years, with one group of scholars concluding that social inequality increased significantly with the rise of urbanism on the basis of the application of Gini measures, and another group arguing that social inequalities existed long before urbanism and that not all urban societies were class societies. Here, we present the case of Chalcolithic Cyprus, a decidedly pre-urban period for which we have quantifiable evidence that might indicate social inequality. On the basis of this dataset we will re-evaluate recent postulates on the emergence and nature of social inequality.     

Child Poverty in the American States: The Impact of Welfare Reform,Economics, and Demographics

This article identifies the predictors of child poverty rates at the state level before and after the adoption and implementation of the Personal Responsibility and Work Opportunity Reconciliation Act of 1996. The analysis shows that the most important state‐level factors that influence child poverty rates are demographics, the health and viability of the state economy, and often the generosity, inclusiveness, and quality of state welfare programs. States with large numbers of black citizens, and those that score highest on infant mortality, teen births, births to unmarried women, children living with a parent without a high school degree, and children living with a single parent have the highest rates of child poverty. Child poverty rates are lowest in states that suffer less unemployment, and in wealthier states. States that score higher on per capita personal income, tax revenues, and taxable resources have lower child poverty rates. While specific “tough” welfare policies adopted by some states seem to have no impact on child poverty rates, we tested for the first time a sophisticated measure of the overall quality of state welfare programs. The analysis reveals that the global quality of a state's welfare programs is often an independent predictor of child poverty. States with the most generous, inclusive, and supportive welfare programs have done the best job of lowering and containing child poverty.     

MEASURES OF INCOME INEQUALITY AND SOCIAL POLARIZATION IN CANADIAN METROPOLITAN AREAS

Rising inequality and polarization of employment earnings have been clearly documented in Canada and most other developed economies in the 1990s. Following a critical discussion of the use of the Cini coefficient as a measure of inequality in geography, the level of inequality and social polarization of household incomes at the census tract level is assessed for Canada's 22 largest Census Metropolitan Areas. The distribution of household income among metropolitan census tracts is generally becoming more unequal. In addition, the proportion of households in middle-income census tracts is declining in most metropolitan centres, lending further support to arguments that Canada's middle class is in decline .
L'augmentation des intégalité et la polarisation des revenus d'emploi a été clairement documentee au Canada et dans la plupart des autres pays industrialises durant les annees 90. Á la suite d'une discussion critique sur l'utilisation du coefficient Gini comme mesure d'inégalite en geographie, on evalue le niveau d'inegalitéet la polarisation sociale des revenus menagers au niveau du secteur de recensement pour les 22 plus grandes regions metropolitaines de recensement au Canada. La distribution du revenu des menages parmi les secteurs de recensement metropolitains devient en général plus idgale. De plus, le fait que la proportion des menages parmi les secteurs de recensement d revenus moyens est d la baisse dans la plupart des regions métropolitaines soutient l'idee que la classe moyenne est en diminution.     

Poverty in the South and in the North

This article presents statistics and literature on poverty and inequality in and between the South and North. The main discussion is focused on identifying which years poverty and inequality increased in the UK and US, and to give some tentative reasons for this. The objectives are to show the difference in the use of the term 'poverty', the magnitude of 'poverties' in various parts of the world, and the consequences of government policies in the North. The experiences of particularly the UK and US contain lessons that may be useful for policy formation to alleviate poverty and inequality in the South.     

The Historical Impact of Welfare Programs on Poverty: Evidence from the American States

Over the years, there has been a spirited debate over the impact of the welfare expansion associated with the War on Poverty. Many analysts have maintained that public assistance expansion during this period decreased poverty by raising the incomes of the poor (an income enhancement effect), while others have contended that welfare expansion increased poverty by discouraging the poor from working (a work disincentive effect). There has been considerable empirical research about the historical effect of welfare on poverty, nearly all of which relies on the poverty rate (i.e., the percentage of persons with income less than the “poverty threshold”) as an indicator of the extent of poverty. However, this work has not employed designs that allow researchers to sort out distinct income enhancement and work disincentive effects. We develop a model of poverty rates in the American states that permits estimation of these distinct effects—based on state‐level time‐series data observed annually for the years 1960–90—and we find that welfare had both effects during our period of analysis. We also calculate the net impact of increases in welfare benefits on the poverty rate—taking into account both work disincentive and income enhancement effects. Our results indicate that this net impact is dependent on three variables: the initial level of cash benefits, wage levels for unskilled workers, and the share of the benefit increase provided through cash rather than in‐kind assistance. Because of historical trends in these variables, since the 1970s welfare spending has become increasingly less effective in reducing the poverty rate. However, the significance of this result for policymakers must be tempered by evidence that flaws in the poverty rate as an indicator of poverty make it so that any finding about the net effect of an increase in welfare benefits on the poverty rate underestimates welfare's ability to lessen the true extent of poverty.     

Old‐age Poverty in Indonesia: Measurement Issues and Living Arrangements

Drawing on several rounds of nationally representative household survey data for Indonesia, this article shows that poverty rates among the elderly are substantially higher than those of the rest of the population. Using sensitivity checks on adult equivalence scales and economies of scale, the author demonstrates that the gap in poverty rates between the elderly and non‐elderly population would increase even further if moderate changes to the per‐consumption expenditure assumption were made. Additional panel data evidence reveals that about one‐third of the elderly population is currently vulnerable to poverty. While the findings do not show gender differences in old‐age poverty rates, they do highlight important differences in living arrangements across gender, with the majority of elderly women being widows while the majority of men are still married at all ages.     

INDUSTRIAL DISPERSION IN THE SOVIET UNION: AN APPLICATION OF ENTROPY MEASURES

Industrial dispersion across the republics of the USSR between 1926 and 1974 is described through the use of entropy measures. Ostensibly, a set of location principles would guide such dispersion, and several of them stress regional equalization as an important consideration in locating industry. Therefore, trends in regional inequality (in industrialization) are investigated through the use of inequality statistics derived from entropy measures at three different spatial scales. Between 1926 and 1960, inequality among the republics decreased, but has increased between 1960 and 1974. However, inequality has decreased between the economic regions of the USSR between 1940 and 1975, and at the oblast level, there has been a tendency toward greater equality (homogeneity) within each economic region or republic since 1960. In attempting to account for these diverse trends, it is suggested that they are largely the result of the priority of efficiency considerations in location decisions rather than those of regional equity per se.     

Dimensions and dynamics of residential segregation by income in urban Canada, 1991–1996

This paper examines the trends in residential segregation by income (post-transfer, pretax income) in the thirty-nine largest Canadian urban areas between 1991 and 1996. The study is motivated by the relative lack of attention paid to residential segregation by income in the Canadian context and by conceptual arguments linking compromised life chances and increased social tensions for the populations of highly segregated cities. We investigated several dimensions of segregation using five different measures (we focus on three of these here given the correlation structure of the measures) to examine changes in segregation between 1991 and 1996, a period characterised by economic recession, cutbacks in social programs and a widening of inequality in market incomes at the national scale. Overall, income segregation increased in most urban areas across all dimensions of segregation during the time period, with particularly high degrees of segregation observed in prairie cities (Winnipeg, Saskatoon and Regina). Of the three largest metropolitan areas (Vancouver, Toronto and Montréal), Montréal was the most consistently segregated. We also find that increases in spatial separation and spatial concentration by income occurred despite the fact that at the national scale, the tax and transfer system appeared to be adequately redressing a rise in inequality in labour and market incomes (as demonstrated by the lack of change in post-transfer national income inequality measures during a period when inequality in market and labour incomes rose sharply). This implies that the lived experience of changes in income distribution are unlikely fully captured by aspatial, national-scale measures and that intra-urban measures with a spatial dimension are an important indicators of inequality in Canadian society.     

20世纪30年代中国农业雇工收入地区差异研究

本文采用卜凯1929—1933年所做的中国农村调查数据,用基尼系数法计算了我国不同地区农业雇工平均收入水平及差距,并采用非参数的高斯核密度估计方法分析农业雇工收入分布情况及影响机制。研究表明:20世纪30年代农业雇工收入水平地区差异性客观存在但并未出现两极分化;农业雇工平均收入水平按地区发展状况呈阶梯状递减趋势,地区内部农业雇工收入差距与地区经济发达水平大体呈正U型发展态势;东、中、西部地区之间发展的不均衡性是导致全国农业雇工收入差距较大的重要因素。     

内蒙古自治区农村人口多维贫困特征测算与分析

针对国家精准扶贫需求,构建基于A-F双临界值法的多维贫困度量模型,进行内蒙古自治区农村人口多维贫困特征的总体测算与分析,并分别分析多维贫困的空间集聚效应及不同分类体系下的贫困分异特征。结果显示:①研究区西部存在大面积高度贫困县单元,中部存在呈东西条带状分布的中度贫困县单元,东部地区贫困程度呈现"南高北低"状态;②研究区主要致贫因素为:人均纯收入、家庭健康、平均教育年限,一般致贫因素为燃料类型、资产、房屋结构,次要致贫因素为:饮水情况、通电情况、儿童入学率;且大部分贫困指标呈显著空间集聚效应;③研究区西部县际贫困特征差异较小,东部存在显著的南北分布差异;④不同类型县各贫困指标差异不同。     

Changes in Food Consumption and the Implications for Food Security and Undernourishment: India in the 1990s

This article examines the changes in the nature and quantity of food consumption in India during the reform decade of the 1990s, and analyses their implications for calorie intake and undernourishment. The study documents the decline in cereal consumption, especially in the urban areas, and provides evidence that suggests an increase in the prevalence of undernourishment over the period 1987/88 to 2001/2002. The results also point to a significant number of households, even in the top expenditure decile, suffering from undernourishment. This calls for a reassessment of the current strategy of directing the Targetted Public Distribution System (TPDS) exclusively at households ‘below the poverty line’. This study shows that, both as a source of subsidized calories and as a poverty reducing instrument, the PDS is of much greater importance to female‐headed households than it is to the rest of the population. Another important result is that, notwithstanding the sharp decline in their expenditure share during the 1990s, rice and wheat continue to provide the dominant share of calories, especially for the rural poor. The overall message is that, especially in a period of significant economic change, one needs to go beyond the standard expenditure‐based money metric measures to assess the changes in the living standards of households.