IDEAS home Printed from https://ideas.repec.org/a/bla/jecsur/v37y2023i5p1534-1561.html
   My bibliography  Save this article

Inequality in researchers’ minds: Four guiding questions for studying subjective perceptions of economic inequality

Author

Listed:
  • Jon M. Jachimowicz
  • Shai Davidai
  • Daniela Goya‐Tocchetto
  • Barnabas Szaszi
  • Martin V. Day
  • Stephanie J. Tepper
  • L. Taylor Phillips
  • M. Usman Mirza
  • Nailya Ordabayeva
  • Oliver P. Hauser

Abstract

Subjective perceptions of inequality can substantially influence policy attitudes, public health metrics, and societal well‐being, but the lack of consensus in the scientific community on how to best operationalize and measure these perceptions may impede progress on the topic. Here, we provide a theoretical framework for the study of subjective perceptions of inequality, which brings critical differences to light. This framework—which we conceptualize as a series of four guiding questions for studying subjective perceptions of economic inequality—serves as a blueprint for the theoretical and empirical decisions researchers need to address in the study of when, how, and why subjective perceptions of inequality are consequential for individuals, groups, and societies. To lay the foundation for a comprehensive approach to the topic, we offer four theoretical and empirical decisions in studying subjective perceptions of inequality, urging researchers to specify: (1) What kind of inequality? (2) What level of analysis? (3) What part of the distribution? and (4) What comparison group? We subsequently discuss how this framework can be used to organize existing research and highlight its utility in guiding future research across the social sciences in both the theory and measurement of subjective perceptions of inequality.

Suggested Citation

  • Jon M. Jachimowicz & Shai Davidai & Daniela Goya‐Tocchetto & Barnabas Szaszi & Martin V. Day & Stephanie J. Tepper & L. Taylor Phillips & M. Usman Mirza & Nailya Ordabayeva & Oliver P. Hauser, 2023. "Inequality in researchers’ minds: Four guiding questions for studying subjective perceptions of economic inequality," Journal of Economic Surveys, Wiley Blackwell, vol. 37(5), pages 1534-1561, December.
  • Handle: RePEc:bla:jecsur:v:37:y:2023:i:5:p:1534-1561
    DOI: 10.1111/joes.12507
    as

    Download full text from publisher

    File URL: https://doi.org/10.1111/joes.12507
    Download Restriction: no

    File URL: https://libkey.io/10.1111/joes.12507?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    References listed on IDEAS

    as
    1. Benjamin J. Newman & Christopher D. Johnston & Patrick L. Lown, 2015. "False Consciousness or Class Awareness? Local Income Inequality, Personal Economic Position, and Belief in American Meritocracy," American Journal of Political Science, John Wiley & Sons, vol. 59(2), pages 326-340, February.
    2. Raj Chetty & Nathaniel Hendren, 2018. "The Impacts of Neighborhoods on Intergenerational Mobility II: County-Level Estimates," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 133(3), pages 1163-1228.
    3. Youri Davydov & Francesca Greselin, 2020. "Comparisons Between Poorest and Richest to Measure Inequality," Sociological Methods & Research, , vol. 49(2), pages 526-561, May.
    4. Ilyana Kuziemko & Michael I. Norton & Emmanuel Saez & Stefanie Stantcheva, 2015. "How Elastic Are Preferences for Redistribution? Evidence from Randomized Survey Experiments," American Economic Review, American Economic Association, vol. 105(4), pages 1478-1508, April.
    5. Alberto Alesina & Guido Cozzi & Noemi Mantovan, 2012. "The Evolution of Ideology, Fairness and Redistribution," Economic Journal, Royal Economic Society, vol. 122(565), pages 1244-1261, December.
    6. Armin Falk & James J. Heckman, 2009. "Lab Experiments are a Major Source of Knowledge in the Social Sciences," Working Papers 200935, Geary Institute, University College Dublin.
    7. Garance Genicot & Debraj Ray, 2017. "Aspirations and Inequality," Econometrica, Econometric Society, vol. 85, pages 489-519, March.
    8. Leslie McCall & Lane Kenworthy, 2007. "Inequality, Public Opinion, and Redistribution," LIS Working papers 459, LIS Cross-National Data Center in Luxembourg.
    9. Daniele Checchi & Vito Peragine, 2010. "Inequality of opportunity in Italy," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 8(4), pages 429-450, December.
    10. Nailya Ordabayeva & Pierre Chandon, 2011. "Getting Ahead of the Joneses: When Equality Increases Conspicuous Consumption among Bottom-Tier Consumers," Journal of Consumer Research, Journal of Consumer Research Inc., vol. 38(1), pages 27-41.
    11. Raj Chetty & Nathaniel Hendren, 2018. "The Impacts of Neighborhoods on Intergenerational Mobility I: Childhood Exposure Effects," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 133(3), pages 1107-1162.
    12. Alexander W. Cappelen & Astri Drange Hole & Erik Ø Sørensen & Bertil Tungodden, 2007. "The Pluralism of Fairness Ideals: An Experimental Approach," American Economic Review, American Economic Association, vol. 97(3), pages 818-827, June.
    13. Kristin Blesch & Oliver P. Hauser & Jon M. Jachimowicz, 2022. "Measuring inequality beyond the Gini coefficient may clarify conflicting findings," Nature Human Behaviour, Nature, vol. 6(11), pages 1525-1536, November.
    14. Vivekinan Ashok & Ilyana Kuziemko & Ebonya Washington, 2015. "Support for Redistribution in an Age of Rising Inequality: New Stylized Facts and Some Tentative Explanations," Brookings Papers on Economic Activity, Economic Studies Program, The Brookings Institution, vol. 50(1 (Spring), pages 367-433.
    15. Alberto Alesina & Armando Miano & Stefanie Stantcheva, 2020. "The Polarization of Reality," AEA Papers and Proceedings, American Economic Association, vol. 110, pages 324-328, May.
    16. Raj Chetty & Nathaniel Hendren & Maggie R Jones & Sonya R Porter, 2020. "Race and Economic Opportunity in the United States: an Intergenerational Perspective [“Intergenerational Mobility of Immigrants in the US Over Two Centuries,”]," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 135(2), pages 711-783.
    17. Paul K. Piff & Dylan Wiwad & Angela R. Robinson & Lara B. Aknin & Brett Mercier & Azim Shariff, 2020. "Shifting attributions for poverty motivates opposition to inequality and enhances egalitarianism," Nature Human Behaviour, Nature, vol. 4(5), pages 496-505, May.
    18. Diermeier, Matthias & Goecke, Henry & Niehues, Judith & Thomas, Tobias, 2017. "Impact of inequality-related media coverage on the concerns of the citizens," Research Papers 4, EcoAustria – Institute for Economic Research.
    19. Lionel Page & Daniel G. Goldstein, 2016. "Subjective beliefs about the income distribution and preferences for redistribution," Social Choice and Welfare, Springer;The Society for Social Choice and Welfare, vol. 47(1), pages 25-61, June.
    20. Alberto Alesina & Stefanie Stantcheva & Edoardo Teso, 2018. "Intergenerational Mobility and Preferences for Redistribution," American Economic Review, American Economic Association, vol. 108(2), pages 521-554, February.
    21. Vladimir Gimpelson & Daniel Treisman, 2018. "Misperceiving inequality," Economics and Politics, Wiley Blackwell, vol. 30(1), pages 27-54, March.
    22. Giovanni Maria Giorgi & Chiara Gigliarano, 2017. "The Gini Concentration Index: A Review Of The Inference Literature," Journal of Economic Surveys, Wiley Blackwell, vol. 31(4), pages 1130-1148, September.
    23. Stefanie Stantcheva, 2021. "Understanding Tax Policy: How do People Reason?," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 136(4), pages 2309-2369.
    24. Cruces, Guillermo & Perez-Truglia, Ricardo & Tetaz, Martin, 2013. "Biased perceptions of income distribution and preferences for redistribution: Evidence from a survey experiment," Journal of Public Economics, Elsevier, vol. 98(C), pages 100-112.
    25. Vladimir E. Gimpelson & Galina A. Monusova, 2014. "Perception Of Inequality And Social Mobility," HSE Working papers WP BRP 84/EC/2014, National Research University Higher School of Economics.
    26. Paolo Brunori, 2017. "The Perception of Inequality of Opportunity in Europe," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 63(3), pages 464-491, September.
    27. Vivekinan Ashok & Ilyana Kuziemko & Ebonya Washington, 2015. "Support for Redistribution in an Age of Rising Inequality: New Stylized Facts and Some Tentative Explanations," NBER Working Papers 21529, National Bureau of Economic Research, Inc.
    28. Shahrzad Goudarzi & Ruthie Pliskin & John T. Jost & Eric D. Knowles, 2020. "Economic system justification predicts muted emotional responses to inequality," Nature Communications, Nature, vol. 11(1), pages 1-9, December.
    29. Christina Starmans & Mark Sheskin & Paul Bloom, 2017. "Why people prefer unequal societies," Nature Human Behaviour, Nature, vol. 1(4), pages 1-7, April.
    30. Oliver P. Hauser & Christian Hilbe & Krishnendu Chatterjee & Martin A. Nowak, 2019. "Social dilemmas among unequals," Nature, Nature, vol. 572(7770), pages 524-527, August.
    31. Xavier Ramos & Dirk gaer, 2016. "Approaches To Inequality Of Opportunity: Principles, Measures And Evidence," Journal of Economic Surveys, Wiley Blackwell, vol. 30(5), pages 855-883, December.
    32. Arnaud Lefranc & Nicolas Pistolesi & Alain Trannoy, 2008. "Inequality Of Opportunities Vs. Inequality Of Outcomes: Are Western Societies All Alike?," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 54(4), pages 513-546, December.
    33. Kuhn, Andreas, 2019. "The subversive nature of inequality: Subjective inequality perceptions and attitudes to social inequality," European Journal of Political Economy, Elsevier, vol. 59(C), pages 331-344.
    34. Raj Chetty & John N Friedman & Emmanuel Saez & Nicholas Turner & Danny Yagan, 2020. "Income Segregation and Intergenerational Mobility Across Colleges in the United States," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 135(3), pages 1567-1633.
    35. Choi, Gwangeun, 2019. "Revisiting the redistribution hypothesis with perceived inequality and redistributive preferences," European Journal of Political Economy, Elsevier, vol. 58(C), pages 220-244.
    36. Cowell, Frank, 2011. "Measuring Inequality," OUP Catalogue, Oxford University Press, edition 3, number 9780199594047.
    37. repec:cup:judgdm:v:8:y:2013:i:3:p:395-396 is not listed on IDEAS
    38. Jon M. Jachimowicz & Barnabas Szaszi & Marcel Lukas & David Smerdon & Jaideep Prabhu & Elke U. Weber, 2020. "Higher economic inequality intensifies the financial hardship of people living in poverty by fraying the community buffer," Nature Human Behaviour, Nature, vol. 4(7), pages 702-712, July.
    39. Jan Schulz & Daniel M. Mayerhoffer & Anna Gebhard, 2022. "A Network-Based Explanation of Inequality Perceptions," Papers 2203.14254, arXiv.org, revised Apr 2022.
    40. Ping Xu & James C. Garand, 2010. "Economic Context and Americans' Perceptions of Income Inequality," Social Science Quarterly, Southwestern Social Science Association, vol. 91(5), pages 1220-1241, December.
    41. Raj Chetty & Nathaniel Hendren & Patrick Kline & Emmanuel Saez, 2014. "Where is the land of Opportunity? The Geography of Intergenerational Mobility in the United States," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 129(4), pages 1553-1623.
    42. Vivekinan Ashok & Ilyana Kuziemko & Ebonya Washington, 2015. "Support for Redistribution in an Age of Rising Inequality: New Stylized Facts and Some Tentative Explanations," Brookings Papers on Economic Activity, Economic Studies Program, The Brookings Institution, vol. 46(1 (Spring), pages 367-433.
    43. Melissa L. Sands & Daniel de Kadt, 2020. "Local exposure to inequality raises support of people of low wealth for taxing the wealthy," Nature, Nature, vol. 586(7828), pages 257-261, October.
    44. Ping Xu & James C. Garand, 2010. "Economic Context and Americans' Perceptions of Income Inequality," Social Science Quarterly, Southwestern Social Science Association, vol. 91(s1), pages 1220-1241.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Windsteiger, Lisa, 2022. "The redistributive consequences of segregation and misperceptions," European Economic Review, Elsevier, vol. 144(C).
    2. Campos-Vazquez, Raymundo M. & Krozer, Alice & Ramírez-Álvarez, Aurora A. & de la Torre, Rodolfo & Velez-Grajales, Roberto, 2022. "Perceptions of inequality and social mobility in Mexico," World Development, Elsevier, vol. 151(C).
    3. Fehr Ernst & Epper Thomas & Senn Julien, 2020. "Social preferences and redistributive politics," ECON - Working Papers 339, Department of Economics - University of Zurich, revised Aug 2023.
    4. Suss, Joel, 2023. "Measuring local, salient economic inequality in the UK," LSE Research Online Documents on Economics 117884, London School of Economics and Political Science, LSE Library.
    5. Riccardo Bruni & Alessandro Gioffré & Maria Marino, 2022. ""In-group bias in preferences for redistribution: a survey experiment in Italy"," IREA Working Papers 202223, University of Barcelona, Research Institute of Applied Economics, revised Nov 2023.
    6. Jeffrey, Karen, 2021. "Automation and the future of work: How rhetoric shapes the response in policy preferences," Journal of Economic Behavior & Organization, Elsevier, vol. 192(C), pages 417-433.
    7. Laméris, Maite D. & Garretsen, Harry & Jong-A-Pin, Richard, 2020. "Political ideology and the intragenerational prospect of upward mobility," European Journal of Political Economy, Elsevier, vol. 62(C).
    8. Shai Davidai & Daniela Goya-Tocchetto & M. Asher Lawson, 2024. "Economic segregation is associated with reduced concerns about economic inequality," Nature Communications, Nature, vol. 15(1), pages 1-12, December.
    9. Wright, Reilly & Aldama, Abraham, 2023. "Not all luck is created equal: Sources of income inequality and willingness to redistribute," Journal of Economic Psychology, Elsevier, vol. 97(C).
    10. Fehr, Ernst & Epper, Thomas & Senn, Julien, 2022. "Other-Regarding Preferences and Redistributive Politics," IZA Discussion Papers 15088, Institute of Labor Economics (IZA).
    11. Lisa Windsteiger, 2018. "Monopolistic Supply of Sorting, Inequality and Welfare," Working Papers tax-mpg-rps-2018-15, Max Planck Institute for Tax Law and Public Finance.
    12. Lisa Windsteiger, 2018. "Sorting in the Presence of Misperceptions," Working Papers tax-mpg-rps-2018-08, Max Planck Institute for Tax Law and Public Finance.
    13. Germán Reyes & Leonardo Gasparini, 2022. "Are fairness perceptions shaped by income inequality? evidence from Latin America," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 20(4), pages 893-913, December.
    14. Gerard Domènech-Arumí, 2022. "Neighborhoods, Perceived Inequality, and Preferences for Redistribution :Evidence from Barcelona," Working Papers ECARES 2022-09, ULB -- Universite Libre de Bruxelles.
    15. Barton, Jared & Pan, Xiaofei, 2022. "Movin’ on up? A survey experiment on mobility enhancing policies," European Journal of Political Economy, Elsevier, vol. 74(C).
    16. Samuel Bazzi & Martin Fiszbein & Mesay Gebresilasse, 2020. "Frontier Culture: The Roots and Persistence of “Rugged Individualism” in the United States," Econometrica, Econometric Society, vol. 88(6), pages 2329-2368, November.
    17. Preuss, Marcel & Reyes, Germán & Somerville, Jason & Wu, Joy, 2022. "Inequality of Opportunity and Income Redistribution," VfS Annual Conference 2022 (Basel): Big Data in Economics 264138, Verein für Socialpolitik / German Economic Association.
    18. Ingvild Almås & Alexander W. Cappelen & Bertil Tungodden, 2020. "Cutthroat Capitalism versus Cuddly Socialism: Are Americans More Meritocratic and Efficiency-Seeking than Scandinavians?," Journal of Political Economy, University of Chicago Press, vol. 128(5), pages 1753-1788.
    19. Schwarz, Anna & Warum, Philipp, 2024. "Don’t stop believin’: Income group heterogeneity in updating of social mobility beliefs," Journal of Economic Behavior & Organization, Elsevier, vol. 225(C), pages 1-19.
    20. Alexander Cappelen & Yiming Liu & Hedda Nielsen & Bertil Tungodden, 2024. "Fairness in a Society of Unequal Opportunities," Rationality and Competition Discussion Paper Series 506, CRC TRR 190 Rationality and Competition.

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:bla:jecsur:v:37:y:2023:i:5:p:1534-1561. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Wiley Content Delivery (email available below). General contact details of provider: http://www.blackwellpublishing.com/journal.asp?ref=0950-0804 .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.