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不平等通过贸易的国际传导

International Transmission of Inequality through Trade
American Economic Journal: Economic Policy · 2025 · Sergey Nigai

中文摘要

我考察收入不平等通过贸易进行国际传导的现象。利用企业层面和总量数据,我发现向不平等程度更高的国家出口会加剧国内不平等。为解释这一发现,我构建了一个国际消费者定向模型,其中企业在各个市场面向特定的消费者群体提供产品。出口市场的不平等塑造了企业利润的分布,进而影响与这些企业相关联的个人收入,从而扩大国内不平等。校准后的模型表明,国际不平等传导分别解释了观测到的基尼系数水平和收入最高1%人群收入份额水平的4.4%和4.8%。(JEL D22, D31, D63, F14, F63)

Abstract

I examine the international transmission of income inequality through trade. Using firm-level and aggregate data, I find that exporting to more unequal countries increases domestic inequality. I rationalize this finding by developing a model of international consumer targeting in which firms serve specific consumer segments in each market. Inequality in export markets shapes the distribution of firms’ profits and, therefore, the incomes of individuals linked to them, widening domestic inequality. The calibrated model suggests that international inequality transmission explains 4.4 percent and 4.8 percent of the observed levels of Gini coefficients and income shares of the top 1 percent, respectively. (JEL D22, D31, D63, F14, F63)
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