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北欧国家的收入平等:神话、事实与经验

Income Equality in the Nordic Countries: Myths, Facts, and Lessons
Journal of Economic Literature · 2025 · [{"name": "Magne Mogstad", "affiliation": ["Statistics Norway"]}, {"name": "Kjell G. Salvanes", "affiliation": ["Norwegian School of Economics"]}, {"name": "Gaute Torsvik", "affiliation": ["University of Oslo"]}]

中文摘要

政策制定者、公共评论者和研究者常将北欧国家视为一种兼具低收入不平等与繁荣、增长的社会经济模式的典范。本文整合理论视角与经验证据,批判性地评估这一论断,以解释北欧模式如何运作、以及这些国家为何呈现低不平等。我们的分析表明,北欧的收入平等在很大程度上由小时工资的显著压缩所驱动,这降低了劳动力市场技能与教育的回报。这似乎源于一种以行业内部及跨行业强协调为特征的工资谈判体系。这一发现对北欧收入平等的其他常见解释构成挑战,例如通过税收转移体系进行再分配、对与就业互补的商品进行公共支出,以及促进技能与人力资本平等的公共政策。我们进而探讨了对旨在减少不平等的经济体的更广泛启示,并在结尾指出若干尚未充分探索或悬而未决的问题。(JEL D31, E23, H23, J24, J31, J52)

Abstract

Policymakers, public commentators, and researchers often cite the Nordic countries as examples of a socioeconomic model that combines low income inequality with prosperity and growth. This article critically assesses that claim by integrating theoretical perspectives and empirical evidence to explain how the Nordic model functions and why these countries experience low inequality. Our analysis suggests that income equality in the Nordics is largely driven by a significant compression of hourly wages, reducing returns to labor market skills and education. This appears to result from a wage bargaining system characterized by strong coordination within and across industries. This finding challenges other commonly cited explanations for Nordic income equality, such as redistribution through the tax transfer system, public spending on goods that complement employment, and public policies promoting equal skills and human capital. We consider broader lessons for economies aiming to reduce inequality and conclude by highlighting several under-explored or unresolved questions. (JEL D31, E23, H23, J24, J31, J52)
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