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选票、预算与砖瓦:英国脱欧与个体经济行为的两极分化

Ballots, Budgets and Bricks: Brexit and The Polarisation of Individual Economic Behaviours
Journal of Public Economics · 2025 · Pei Kuang、Davide Luca、Zhiwu Wei

中文摘要

政治两极分化是否会影响实际经济行为?利用具有全国代表性的英国调查与行政数据,我们记录了英国脱欧公投如何导致脱欧支持者与留欧支持者在个体微观和宏观预期上出现鲜明分歧。与现有研究相比,我们表明这些两极分化效应是由一个特定政策议题驱动的,而与传统党派认同基本无关。我们还说明了这些分化的信念如何影响了重大的实际财务决策:脱欧支持者购买耐用品和参与住房交易的可能性上升,而脱欧选民占比较高的地区,住房交易量增加、房价上涨。

Abstract

Does political polarisation influence actual economic behaviours? Using British nationally representative surveys and administrative data, we document how the Brexit referendum triggered stark divergences in individual micro and macro expectations between Leave and Remain supporters. Compared to existing research, we show how these polarising effects were driven by a specific policy issue and mostly unrelated to traditional partisan identities. We also demonstrate howthese diverging beliefs influenced major real financial decisions. Leavers became more likely to purchase durable goods and engage in housing transactions, and areas with higher proportions of Leave voters experienced increased housing transaction volumes and rising prices.
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