Hostname: page-component-78c5997874-8bhkd Total loading time: 0 Render date: 2024-11-18T22:55:19.578Z Has data issue: false hasContentIssue false

Colonial Origins of Inequality in Hispanic America? Some Reflections Based on New Empirical Evidence*

Published online by Cambridge University Press:  01 September 2010

Rafael Dobado González*
Affiliation:
Departamento de Historia e Instituciones Económicas II, Facultad de Económicas y Empresariales, Universidad Complutense, Campus de Somosaguas, 28223 Pozuelo de Alarcón, Madrid. rdobado@ccee.ucm.es
Héctor García Montero*
Affiliation:
Universidad Complutensehgarciahist@yahoo.es

Abstract

This paper attempts to contribute to the ongoing debate on the historical roots of the high economic inequality of contemporary Iberian America. Our approach, which is basically empirical, departs from the mainstream scholarship. We show new data on wages and heights in several viceroyalties that (1) suggest relatively medium-to-high levels of material welfare among the commoners in Bourbon Hispanic America; and (2) allow us to build indexes of economic inequality. An international comparison of those indexes casts some doubts on the widely accepted view that Viceroyal America’s economy was exclusively based on extremely unequal or extractive institutions, as it has been popularized by the influential works by Engerman and Sokoloff and Acemoglu et al.

Resumen

Este trabajo pretende contribuir al debate sobre las causas históricas de la alta desigualdad económica en la Iberoamérica contemporánea y lo hace en forma básicamente empírica, lo que es bastante inusual. En él se muestran nuevos datos sobre salarios y estaturas de varios virreinatos que: (1) sugieren niveles de bienestar material relativamente medios o altos para grupos no privilegiados de la Hispanoamérica borbónica; y (2) permiten la construcción de índices de desigualdad económica. La comparación internacional de esos índices arroja dudas sobre la verosimilitud del ampliamente extendido supuesto de que la economía de la América española se basada exclusivamente en instituciones extremadamente desiguales o extractivas, que ha sido popularizada por los influyentes trabajos de Engerman y Sokoloff y Acemoglu et al.

Type
Articles/Artículos
Copyright
Copyright © Instituto Figuerola de Historia y Ciencias Sociales, Universidad Carlos III de Madrid 2010

Access options

Get access to the full version of this content by using one of the access options below. (Log in options will check for institutional or personal access. Content may require purchase if you do not have access.)

References

Acemoglu, D.; Johnson, S.Robinson, J. (2002): «Reversal of Fortune: Geography and Institutions in the Making of the Modern World Income Distribution». Quarterly Journal of Economics, 117, pp. 1231-1294.CrossRefGoogle Scholar
A’Hearn, B. A. (2003): «Anthropometric Evidence on Living Standards in Northern Italy, 1730-1860». The Journal of Economic History, 63(2), pp. 351-381.Google Scholar
A’Hearn, B. A.Komlos, J. (2003): «Improvements in Maximum Likelihood Estimators of Truncated Normal Samples with Prior Knowledge of σ. A Simulation Based Study with Application to Historical Height Samples». Unpublished Working Paper, Germany, University of Munich.CrossRefGoogle Scholar
Allen, R. C.; Bassino, J. P.; Debin, M.; Moll-Murata, C.van Zanden, J. L. (2007): «Wages, Prices, and Living Standards in China, 1738-1925: in comparison with Europe, Japan, and India». Discussion Paper Series no. 316. Oxford University, Department of Economics.Google Scholar
Angeles, L. (2007): «Income Inequality and Colonialism». European Economic Review, 51, pp. 1155-1176.CrossRefGoogle Scholar
Assadourian, C. S. (1987): «La producción de la Mercancía Dinero en la Formación del Mercado Interno Colonial», in Florescano, E. (comp.), Ensayos Sobre el Desarrollo Económico de México y América Latina, 1500-1975. México: Fondo de Cultura Económica, pp. 223-292.Google Scholar
Austin, G. (2008): «The ‘Reversal of Fortune’ Thesis and the Compression of History: Perspectives from African and Comparative Economic History». Journal of International Development, 20(8), pp. 996-1027.CrossRefGoogle Scholar
Baker, M. J.; Brunnschweiler, C. N.Bulte, E. H. (2008): «Did History Breed Inequality? Endowments and Modern Income Distribution». Working Paper no. 08/86, CER-ETH, Zurich.CrossRefGoogle Scholar
Bakewell, P. (1989): Mineros de la Montaña Roja. Madrid: Alianza Editorial.Google Scholar
Bakewell, P. (2004): A History of Latin America. Malden, Mass.: Blackwell.Google Scholar
Baskes, J. (2005): «Colonial Institutions and Cross-Cultural Trade: Repartimiento Credit and Indigenous Production of Cochineal in Eighteenth-Century Oaxaca, Mexico». The Journal of Economic History, 65(1), pp. 186-210.CrossRefGoogle Scholar
Bassino, J. P.Ma, D. (2005): «Japanese Unskilled Wages in International Perspective, 1741-1913». GPIH Working Paper no. 2.Google Scholar
Baten, J. (2001): «Climate, Grain Production, and Nutritional Status in Southern Germany During the XVIIIth Century». Journal of European Economic History, 30, pp. 9-47.Google Scholar
Baten, J.; Pelger, I.Twrdek, L. (2009a): «The Anthropometric History of Argentina, Brazil and Peru during the 19th and Early 20th Century». Economics and Human Biology, 7, pp. 319-333.CrossRefGoogle Scholar
Baten, J.; Reis, J.Stolz, Y. (2009b): «The Biological Standard of Living in Portugal 1720-1980. When and Why did the Portuguese Become the Shortest in Europe?». Paper Presented at XVth World Economic History Congress-Session E6, Utrecht.Google Scholar
Bilger, B. (2004): «The Height Gap. Why Europeans Are Getting Taller and Taller and Americans Aren’t». The New Yorker,, available at http://www.newyorker.com/archive/2004/04/05/040405fa_factGoogle Scholar
Brading, D. A. (1983): Mineros y Comerciantes en el México Borbónico, 1763-1810. México: Fondo de Cultura Económico.Google Scholar
Breschi, M.Pozzi, L. (eds) (2007): Salute, Malattia e Sopravvivenza in Italia Fra ‘800 e ‘900. Udine: Forum.Google Scholar
Bruhn, M.Gallego, F. A. (2008): «Good, Bad, an Ugly Colonial Activities: Studying Development across the Americas». Policy Research Working Paper no. 4641, The World Bank.CrossRefGoogle Scholar
Bulmer-Thomas, V. (1994): The Economic History of Latin America since Independence. Cambridge: Cambridge University Press.Google Scholar
Burzio, H. F. (1956-1958): Diccionario de la Moneda Hispanoamericana, vol. 2. Santiago de Chile: Fondo Histórico y Bibliográfico José Toribio Medina.Google Scholar
Carson, S. A. (2005): «The Biological Standard of Living in 19th Century Mexico and the American West». Economics and Human Biology, 3, pp. 405-419.CrossRefGoogle Scholar
Carson, S. A. (2007): «Mexican Body Mass Index Values in the late-19th-Century American West». Economics and Human Biology, 5, pp. 37-47.CrossRefGoogle Scholar
Challú, A. (2007): «Grain Markets, Food Suply Policies and Living Standards in Late Colonial México». Harvard University, PhD dissertation.Google Scholar
Challú, A. (2009): «Agricultural Crisis and Biological Well-Being in Mexico, 1730-1835». Historia Agraria, 47(April 2009), pp. 21-44.Google Scholar
Cinnirella, F. (2008a): «On the Road to Industrialization: Nutritional Status in Saxony, 1690-1850». Cliometrica, 2(3), pp. 229-257.CrossRefGoogle Scholar
Cinnirella, F. (2008b): «Optimist or Pessimists?: A Reconsideration of Nutritional Status in Britain, 1740-1865». European Review of Economic History, 12(3), pp. 325-354.CrossRefGoogle Scholar
Coatsworth, J. H. (2005): «Structures, Endowments, and Institutions in the Economic History of Latin America». Latin American Research Review, 40(3), pp. 126-144.CrossRefGoogle Scholar
Coatsworth, J. H. (2008): «Inequality, Institutions and Economic Growth in Latin America». Journal of Latin American Studies, 40, pp. 545-569.CrossRefGoogle Scholar
Cogneau, D. (2003): «Colonisation, School and Development in Africa». DT 2003/01, DIAL.Google Scholar
Dobado, R. (1989): «El Trabajo en la Minas de Almadén, 1750-1855». Madrid: Universidad Complutense, PhD dissertation, available at http://eprints.ucm.es/8735/1/DOBADO2.pdfGoogle Scholar
Dobado, R. (2009): «Herencia Colonial y Desarrollo Económico en Iberoamérica: Una Crítica a la «Nueva Ortodoxia»», in E. Llopis and C. Marichal (eds), Obstáculos al Crecimiento Económico en Iberoamérica y España, 1790-1850. México-Madrid: Instituto José Luís Mora and Marcial Pons, pp. 253-291.Google Scholar
Dobado, R.García, H. (2009): «Neither So Low Nor So Short! Wages and Heights in Eighteenth and Early Nineteenth Centuries Colonial Latin America». Paper Presented at the Mini Conference A Comparative Approach to Inequality and Development: Latin America and Europe, Madrid. Available at http://www.uc3m.es/portal/page/portal/instituto_figuerola/investigacion/programas/programa1/conferencia/programme/Neither_so_low_not_so_short!.pdfGoogle Scholar
Dobado, R.Marrero, G. (2010): «The Role of the Imperial State in the Mining-Led Growth of Bourbon Mexico’s Economy». Forthcoming in The Economic History Review.Google Scholar
Engerman, S. L.Sokoloff, K. L. (1994): «Factor Endowments: Institutions, and Differential Paths of Growth Among New World Economies: A View from Economic Historians of the United States». NBER Working Paper no. h0066.CrossRefGoogle Scholar
Engerman, S. L.Sokoloff, K. L. (2002): «Factor Endowments, Inequality, and Paths of Development Among New World Economics». NBER Working Paper no. w9259.Google Scholar
Engerman, S. L.Sokoloff, K. L. (2005): «Colonialism, Inequality, and Long-Run Paths of Development». NBER Working Paper no. w11057.CrossRefGoogle Scholar
Florescano, E. (1986): Precios Del Maíz y Crisis Agrícolas en México. México: Ediciones Era.Google Scholar
Floud, R.; Wachter, K. W.Gregory, A. (1990): Height, Health and History: Nutritional Status in the United Kingdom, 1750-1980. Cambridge: Cambridge University Press.CrossRefGoogle Scholar
Frankema, E. H. P. (2009): Has Latin America Always Been Unequal? Leiden: Brill.CrossRefGoogle Scholar
Garavaglia, J. C.Marchena, J. (2005): América Latina de los Orígenes a la Independencia, vol. 2. Barcelona: Crítica.Google Scholar
García Montero, H. (2010): «Estatura y niveles de vida en la España de finales del Antiguo Régimen. El caso de la España Interior». Paper presented at the II Annual Meeting of the AEHE (Spanish Economic History Association), Madrid.Google Scholar
Garner, R. L. (1985): «Price Trends in Eighteenth-Century Mexico». Hispanic American Historical Review, 65, pp. 292-295, reproduced in Van Young (1992), pp. 108-110.CrossRefGoogle Scholar
Garner, R. L. (1992): «Precios y Salarios en México», in Johnson y Tandeter (comps), Economías coloniales. Precios y Salarios en América Latina, siglo XVIII. México: Fondo de Cultura Económica, pp. 81-118.Google Scholar
Heintel, M.; Sandberg, L. S.Steckel, R. H. (1998): «Swedish Historical Heights Revisited: New Estimation Techniques and Results», in J. Komlos and J. Baten (eds), The Biological Standard of Living in Comparative Perspective. Stuttgart: Franz Steiner Verlag, pp. 449-458.Google Scholar
Heyberger, L. (2005): La Révolution Des Corps. Strasbourg: Presses Universitaires de Strasbourg.Google Scholar
Komlos, J. (1989): Nutrition and Economic Development in the Eighteenth-Century Habsburg Monarchy: An Anthropometric History. Princeton, N.J.: Princeton University Press.CrossRefGoogle Scholar
Komlos, J. (1993): «The Secular Trend in the Biological in the United Kingdom». Economic History Review, 46(1), pp. 115-144.CrossRefGoogle Scholar
Komlos, J. (2004): «How to (and How Not to) Analyze Deficient Height Samples». Historical Methods, 37(4), pp. 160-173.CrossRefGoogle Scholar
Komlos, J. (2007): «On English Pygmies and Giants: The Physical Stature of English Youth in the late 19th and Early 19th Centuries». Research in Economic History, 25, pp. 149-168.CrossRefGoogle Scholar
Komlos, J.Kim, J. H. (1990): «Estimating Trends in Historical Heights». Historical Methods, 23, pp. 116-121.CrossRefGoogle Scholar
Komlos, J.; Hau, M.Bourguinat, N. (2003): «An Anthropometric History of Early-Modern France». European Review of Economic History, 7, pp. 159-189.CrossRefGoogle Scholar
Komlos, J.Baten, J. (2004): «Looking Backward and Looking Forward». Social Science History, 28(2), pp. 191-210.Google Scholar
Ladd, D. M. (1992): Génesis y Desarrollo de Una Huelga. Mexico: Alianza Editorial.Google Scholar
López, J. H.Perry, G. (2008), «Inequality in Latin America: Determinants and Consequences». Policy Research Working Paper no. 4504. Washington, D.C.: The World Bank.CrossRefGoogle Scholar
López-Alonso, M.Porras, R. (2007): «Las Altas y Bajas Del Crecimiento Económico Mexicano», in R. Dobado, A. Gómez and G. Márquez (eds), México y España, Historias económicas semejantes?. México: Fondo de Cultura Económica, pp. 651-672.Google Scholar
Maddison, A. (2009): Statistics on World Population, GDP and Per Capita GDP, 1-2006 AD, available at http://www.ggdc.net/maddison/Google Scholar
Marchena, J. (1992): Ejército y Milicias en el Mundo Colonial Americano. Colección Armas y América: Madrid, Ed. Mapfre.Google Scholar
Margo, R.Steckel, R. H. (1983): «Heights of Native-Born Whites During the Antebellum Period». Journal of Economic History, 43(1), pp. 167-174.CrossRefGoogle Scholar
Márquez, L.; Mccaa, R.; Storey, R.Del Angel, A. (2005): «Health and Nutrition in Pre-Hispanic Mesoamerica», in R. H. Steckel and J. C. Rose (eds), The Backbone of History. Cambridge: Cambridge University Press, pp. 307-338.Google Scholar
Martínez-Carrión, J. M. (2009): «La Historia Antropométrica y la historiografía iberoamericana». Historia Agraria, 47(April), pp. 3-10.Google Scholar
Milanovic, B.; Lindert, P. H.Williamson, J. G. (2008): «Ancient Inequality», revised (June) version of «Measuring Ancient Inequality». NBER Working Paper no. 13550.Google Scholar
Miño Grijalva, M. (2001): El Mundo Novohispano. Población, Ciudades y Economía, Siglos XVII y XVIII. México: El Colegio de México-Fondo de Cultura Económica.Google Scholar
Mironov, B. (2005): «The Burden of Grandeur: Physical and Economic Well-Being of the Russian Population in the Eighteenth century», in R. C. Allen, T. Bengtsson and M. Dribe (eds), Living Standards in the Past. Oxford: Oxford University Press, pp. 255-277.CrossRefGoogle Scholar
Prados de la Escosura, L. (2007a): «Inequality and Poverty in Latin America. A Long-Run Exploration», in T. J. Hatton, K. H. O’Rourke and A. M. Taylor (eds), The New Comparative Economic History. Cambridge: The MIT Press, pp. 291-315.CrossRefGoogle Scholar
Prados de la Escosura, L. (2007b): «Lost Decades? Independence and Latin America’s Falling Behind, 1820-1870». Working Papers in Economic History no. 07-18, Universidad Carlos III de Madrid.Google Scholar
Quiroz, E. (2005): Entre el Lujo y la Subsistencia. Mercado, Abastecimiento y Precios de la Carne en la Ciudad de México, 1750-1812. México: El Colegio de México.Google Scholar
Salvatore, R. (1998): «Heights and Welfare in Late-Colonial and Post-Indepenence Argentina», in J. Komlos and J. Baten (eds), The Biological Standard of Living in Comparative Perspective. Stuttgart: Franz Steiner Verlag, pp. 97-121.Google Scholar
Salvatore, R. D.Baten, J. (1998): «A Most Difficult Case of Estimation: Argentinian Heights, 1770-1840», in Komlos and Baten (eds), The Biological Standard of Living in Comparative Perspective. Stuttgart: Franz Steiner Verlag, pp. 90-96.Google Scholar
Sánchez Santiró, E. (2002): «Plata y Privilegios: el Real de Minas de Huautla, 1709-1821». Estudios de Historia Novohispana, 1, pp. 85-123.Google Scholar
Sokoloff, K. L.Villaflor, G. (1982): «The Early Achievement of Modern Stature in America». Social Science history, 6(4), pp. 453-481.CrossRefGoogle Scholar
Steckel, R. H. (1986): «A Peculiar Population: The Nutrition, Health, and Mortality of American Slaves from Childhood to Maturity». The Journal of Economic History, 46(3), pp. 721-741.CrossRefGoogle Scholar
Steckel, R. H. (1995): «Stature and the Standard of Living». Journal of Economic Literature, 33(4), pp. 1903-1940.Google Scholar
Steckel, R. H. (2005): «Health and Nutrition in Pre-Columbian America: The Skeletal Evidence». The Journal of Interdisciplinary History, XXXVI(I), pp. 1-32.Google Scholar
Steckel, R. H. (2008): «Biological Measures of the Standard of Living». Journal of Economic Perspectives, 22(1), pp. 129-152.CrossRefGoogle Scholar
Steckel, R. H. (2009): «Heights and Human Welfare: Recent Developments and New Directions». Explorations in Economic History, 46(1), pp. 1-23.CrossRefGoogle Scholar
Swann, M. M. (1990): «Migration, Mobility, and the Mining Towns in Northern Mexico», in D. J. Robinson (ed.), Migration in Colonial Spanish America. Cambridge: Cambridge University Press, pp. 143-181.CrossRefGoogle Scholar
Tanck, D. (1999): Pueblos de Indios y Educación en el México Colonial, 1750-1821. Mexico: El Colegio de México.Google Scholar
Tanck, D. (2005): Atlas Ilustrado de los Pueblos de Indios. Nueva España, 1800. Mexico: Fomento Cultural Banamex.Google Scholar
Tandeter, E. (1992): Coacción y Mercado. La Minería de la Plata en el Potosí Colonial, 1692-1826. Cuzco: Centro de Estudios Regionales Andinos «Bartolomé de las Casas».Google Scholar
Tandeter, E. (1999): «Los Trabajadores Mineros y el Mercado», in M. Menegus (coord.), Dos Décadas de Investigación en Historia Económica Comparada en América Latina». Mexico: El Colegio de México, pp. 363-380.Google Scholar
Velasco, C. (1989): «Los Trabajadores Mineros en la Nueva España, 1750-1810», in E. Cardenas (comp.), Historia Económica de México. Mexico: FCE, pp. 563-589.Google Scholar
Vélez-Grajales, R. (2009): «The Biological Standard of Living in Mexico (c. 1953-1982): Concentration of Urban Population and Inter-Regional Inequality». Paper Presented at the Mini-Conference A Comparative Approach to Inequality and Development: Latin America and Europe, Madrid, May 8-9.Google Scholar
von Humboldt, A. (1822): Political Essay on the Kingdom of New Spain, 4 vols. London: Longman, Hurst.Google Scholar
von Humboldt, A. (1822:1991): Ensayo Político Sobre el Reino de Nueva España. México: Editorial Porrúa.Google Scholar
von Mentz, B. (1998): «Coyuntura minera y protesta campesina en el centro de Nueva España en el siglo XVIII», in I. Herrera (ed.), La Minería Mexicana de la Colonia al Siglo XX. Mexico: Instituto Mora.Google Scholar
Williamson, J. G. (1999): «Real Wage Inequality and Globalization in Latin America before 1940». Revista de Historia Económica, XVII(special issue), pp. 101-142.Google Scholar
Williamson, J. G. (2002): «Land, Labor, and Globalization in the Third World, 1870-1940». Journal of Economic History, 62(1), pp. 55-85.Google Scholar
Williamson, J. G. (2008): «History without Evidence: Latin America Inequality since 1491». Paper Presented at the Mini-Conference A Comparative Approach to Inequality and Development: Latin America and Europe, Madrid.CrossRefGoogle Scholar
Williamson, J. G. (2009): «Five Centuries of Latin American Inequality». NBER Working Paper no. 15305.Google Scholar