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Une revue de la littérature sur les échelles d'équivalence

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  • Valérie Lechene

Abstract

[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. [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.

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Bibliographic Info

Article provided by Programme National Persée in its journal Économie & prévision.

Volume (Year): 110 (1993)
Issue (Month): 4 ()
Pages: 169-182

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Handle: RePEc:prs:ecoprv:ecop_0249-4744_1993_num_110_4_5640

Note: DOI:doi:10.3406/ecop.1993.5640
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Web page: http://www.persee.fr/web/revues/home/prescript/revue/ecop

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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.
  2. Pollak, Robert A., 1991. "Welfare comparisons and situation comparisons," Journal of Econometrics, Elsevier, vol. 50(1-2), pages 31-48, October.
  3. Nelson, Julie A, 1993. "Household Equivalence Scales: Theory versus Policy?," Journal of Labor Economics, University of Chicago Press, vol. 11(3), pages 471-93, July.
  4. 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 219-32, April.
  5. Nelson, Julie A, 1988. "Household Economies of Scale in Consumption: Theory and Evidence," Econometrica, Econometric Society, vol. 56(6), pages 1301-14, November.
  6. Deaton, Angus S & Muellbauer, John, 1986. "On Measuring Child Costs: With Applications to Poor Countries," Journal of Political Economy, University of Chicago Press, vol. 94(4), pages 720-44, August.
  7. Lewbel, Arthur, 1989. "Household equivalence scales and welfare comparisons," Journal of Public Economics, Elsevier, vol. 39(3), pages 377-391, August.
  8. Lazear, Edward P. & Michael, Robert T., 1988. "Allocation of Income within the Household," University of Chicago Press Economics Books, University of Chicago Press, edition 1, number 9780226469669, October.
  9. Chiappori, Pierre-Andre, 1988. "Rational Household Labor Supply," Econometrica, Econometric Society, vol. 56(1), pages 63-90, January.
  10. Blackorby, C. & Donaldson, D., 1991. "Equivalence Scales And the Costs of Children," G.R.E.Q.A.M. 91a14, Universite Aix-Marseille III.
  11. Pollak, Robert A, 1969. "Conditional Demand Functions and Consumption Theory," The Quarterly Journal of Economics, MIT Press, vol. 83(1), pages 60-78, February.
  12. Schultz, T.P., 1990. "Testing The Neoclassical Model Of Family Labor Supply And Fertility," Papers 601, Yale - Economic Growth Center.
  13. Muellbauer, John, 1980. "The Estimation of the Prais-Houthakker Model of Equivalence Scales," Econometrica, Econometric Society, vol. 48(1), pages 153-76, January.
  14. Deaton,Angus & Muellbauer,John, 1980. "Economics and Consumer Behavior," Cambridge Books, Cambridge University Press, number 9780521296762, December.
  15. Browning, Martin, 1992. "Children and Household Economic Behavior," Journal of Economic Literature, American Economic Association, vol. 30(3), pages 1434-75, September.
  16. Haddad, L. & Kanbur, R., 1989. "How Serious Is The Neglectof Intra-Household Inequality?," Papers 450, Stockholm - International Economic Studies.
  17. Deaton, Angus S & Ruiz-Castillo, Javier & Thomas, Duncan, 1989. "The Influence of Household Composition on Household Expenditure Patterns: Theory and Spanish Evidence," Journal of Political Economy, University of Chicago Press, vol. 97(1), pages 179-200, February.
  18. Pollak, Robert A & Wales, Terence J, 1979. "Welfare Comparisons and Equivalence Scales," American Economic Review, American Economic Association, vol. 69(2), pages 216-21, May.
  19. Pollak, Robert A & Wales, Terence J, 1981. "Demographic Variables in Demand Analysis," Econometrica, Econometric Society, vol. 49(6), pages 1533-51, November.
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Cited by:
  1. Ai-Thu Dang & Jean-Marie Monnier, 2005. "Les effets redistributifs des transferts en faveur des familles en France : un éclairage en longue période," Post-Print halshs-00193789, HAL.

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