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Une revue de la littérature sur les échelles d'équivalence

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  • Valérie Lechene

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[fre] Une revue de la littérature sur les échelles d'équivalence, . par Valérie Lechene.. . La modélisation de l'effet des enfants sur les comportements économiques a donné lieu à une littérature abondante et controversée. Ceci provient d'une part de ce que la mesure du coût de l'enfant s'avère nécessaire pour répondre à de nombreuses questions économiques, et d'autre part, de ce que subsistent des ambiguïtés quant au champ d'application des modèles existant à l'heure actuelle. L'intégration des caractéristiques socio-démographiques à l'outil micro-économique conduit à la construction d'échelles d'équivalence, conçues comme des indices du coût des caractéristiques, et utilisées en analyse de la demande et pour la mesure du bien-être. Je présenterai le problème fondamental d'identification des échelles à partir de données de demande, et j'indiquerai ce que mesurent réellement les échelles d'équivalence. Enfin, je présenterai les modèles d'Engel, de Rothbarth, de Barten et de Prais et Houthakker, qui sont les principaux modèles utilisés. [eng] A Review ofthe Literature on Equivalence Scales, . by Valérie Lechene.. . Controversial literature abounds on modelling the effect of children on economic behaviour. This is due both to the fact that the cost of children needs to be measured in order to answer many economic questions and also that ambiguousness exists as to the field of application for the current models. The integration of socio-demographic characteristics into the microeconomic tool leads to the construction of equivalence scales, which are designed as indices of the cost of the characteristics and used to analyze demand and measure welfare. The equivalence scales, which are designed as indices of the cost of the characteristics and used to analyze demand and measure welfare. The article presents the fundamental problem of identifying scales using demand data and shows what the equivalence scales really measure. Lastly, the main models used are presented, i.e. those of Engel, Rothbarth, Barten, and Prais and Houthakker. [ger] Die Äquivalenzskalen: ein Überblick iiber die Fachliteratur, . von Valérie Lechene.. . Die Modellierung der Auswirkungen des Vorhandenseins von Kindern auf das Wirtschaftsverhalten hat Stoff für eine umfangreiche und umstrittene Iiteratur geliefert. Dies ist darauf zurückzufuhren, daß einerseits für die Beantwortung zahlreicher Wirtschaftsfragen die Messung der Kosten eines Kindes erforderlich wird und daß andererseits auch weiterhin Unklarheiten hinsichtlich des Anwendungsbereichs der gegenwärtig existierenden Modelle bestehen. Die Integrierung der soziodemographischen Merkmale in das mikroökonomische Instrument führt zur Erstellung von Äquivalenzskalen, die wie Indizes der Merkmalskosten konzipiert sind und bei der Analyse der Nachfrage und zur Messung des Lebensstandards verwandt werden. Ich erörtere das grundlegende Problem der Identifizierung der Skalen auf der Basis von Nachfragedaten und zeige auf, was die Äquivalenzskalen tatsächlich messen. Des weiteren präsentiere ich die Modelle von Engel, Rothbarth, Barten und Prais sowie von Houtnakker, die die am meisten verwandten Modelle darstellen. [spa] Examen detallado de la literatura relativa a las escalas de equivalencia, . por Valérie Lechene.. . La modelización del efecto introducido por los hijos en cuanto a los comportamientos eœnômiœs ha dado lugar a una literatura tan abundante como discutida. Ello se dériva, en primer lugar, del hecho que la valoración del costo de los hijos se demuestra necesaria para responder a numerosos interrogantes económicos y, en segundo lugar, debido a que subsisten ambigüedades en cuanto al campo de aplicación de los modelos actualmente existentes. La integración de las características sociodemográficas en la herramienta rnicroeconómica conduce a la construcción de escalas de equivalencia, proyectadas como otros tantos índices del coste de las características, y utilizadas en análisis de la demanda y para la valoración del bienestar. El autor présenta el problema fundamental de identificación de las escalas a partir de datos de demanda y se indica aquello que valoran realmente las escalas de equivalencia. Finalmente, se presentan los modelos de Engel, de Rothbarth, de Barten y de Prais y Houthakker, que constituyen los principales modelos utilizados.

Suggested Citation

  • Valérie Lechene, 1993. "Une revue de la littérature sur les échelles d'équivalence," Économie et Prévision, Programme National Persée, vol. 110(4), pages 169-182.
  • Handle: RePEc:prs:ecoprv:ecop_0249-4744_1993_num_110_4_5640
    DOI: 10.3406/ecop.1993.5640
    Note: DOI:10.3406/ecop.1993.5640
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    1. Duncan Thomas, 1990. "Intra-Household Resource Allocation: An Inferential Approach," Journal of Human Resources, University of Wisconsin Press, vol. 25(4), pages 635-664.
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    3. Jorgenson, Dale W & Slesnick, Daniel T, 1987. "Aggregate Consumer Behavior and Household Equivalence Scales," Journal of Business & Economic Statistics, American Statistical Association, vol. 5(2), pages 219-232, April.
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    1. Henri Martin, 2017. "Calculating the standard of living of a household: one or several equivalence scales?," Economie et Statistique / Economics and Statistics, Institut National de la Statistique et des Etudes Economiques (INSEE), issue 491-492, pages 93-108.
    2. François Legendre & Florence Thibault, 2007. "Les concubins et l’impôt sur le revenu en France," Économie et Statistique, Programme National Persée, vol. 401(1), pages 3-21.
    3. Ai-Thu Dang & Jean-Marie Monnier, 2005. "The redistributive effects of the French system of family transfers in France: a long-term perspective [Les effets redistributifs des transferts en faveur des familles en France : un éclairage en l," Post-Print halshs-00193789, HAL.

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