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Equivalence Scale and Income Poverty: Two Approaches to Estimate Country-specific Scale for the Czech Republic
Social Indicators Research ( IF 2.8 ) Pub Date : 2021-02-25 , DOI: 10.1007/s11205-021-02636-4
Martina Mysíková , Tomáš Želinský , Michaela Jirková , Jiří Večerník

The at-risk-of-poverty rate, the relative income poverty indicator applied in the EU, can be highly sensitive to the equivalence scale used to transform household income to an equivalent for individuals. This study applies two well-established approaches to estimate the equivalence scale: an ‘objective’ one, based on consumption expenditures available in the national Household Budget Survey, and a ‘subjective’ one, based on the Minimum Income Question available in EU–Statistics on Income and Living Conditions data. The aim is to contrast the two estimated equivalence scales in the Czech Republic in the 2006–2016 period with the OECD-modified scale applied uniformly for decades across the EU countries. Our findings suggest that the adult weight in the equivalence scale is decreasing over time, while the child weight is relatively stable under both approaches. The estimated weights are lower than the officially applied ones, with the exception of the expenditure-based adult weight, which is very close to the OECD-modified weight. Applying the estimated scales affects the income poverty rate and leads to different rates than the official ones: while the trends of the rates are similar when the two estimated scales are used, the official income poverty rate trend deviates from those two.



中文翻译:

当量表和收入贫困:捷克共和国特定国家表的两种估算方法

贫困风险率是欧盟中使用的相对收入贫困指标,它可能对用于将家庭收入转化为个人等价物的当量表高度敏感。这项研究采用了两种行之有效的方法来估算当量规模:一种是基于“国家家庭预算调查”中的消费支出的“客观”方法,另一种是基于“欧盟统计”中的最低收入问题的“主观”方法。在收入和生活条件数据上。目的是将2006-2016年期间捷克共和国的两个等价量表与经合组织修订的量表在整个欧盟国家中统一应用数十年进行对比。我们的研究结果表明,当量体重表中的成年人体重随着时间的推移而下降,在这两种方法下,孩子的体重都相对稳定。估计的体重低于正式应用的体重,但以支出为基础的成人体重除外,这非常接近经合组织调整后的体重。应用估计的比例会影响收入贫困率,并导致与官方的贫困率不同:使用两种估计的比例时,利率的趋势相似,但官方的收入贫困率趋势却偏离了两者。

更新日期:2021-02-25
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