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Capitalist Development and Democracy
Dietrich Rueschemeyer, Evelyne Huber Stephens, and John D. Stephens
University of Chicago Press, 1992
It is a commonplace claim of Western political discourse that capitalist development and democracy go hand in hand. Cross-national statistical research on political democracy supports this claim. By contrast, comparative historical studies carried out within a political economy approach argue that economic development was and is compatible with multiple political forms.

The authors offer a fresh and persuasive resolution to the controversy arising out of these contrasting traditions. Focusing on advanced industrial countries, Latin America, and the Caribbean, they find that the rise and persistence of democracy cannot be explained either by an overall structural correspondence between capitalism and democracy or by the role of the bourgeoisie as the agent of democratic reform. Rather, capitalist development is associated with democracy because it transforms the class structure, enlarging the working and middle classes, facilitating their self-organization, and thus making it more difficult for elites to exclude them. Simultaneously, development weakens the landed upper class, democracy's most consistent opponent.

The relationship of capitalist development to democracy, however, is not mechanical. As the authors show, it depends on a complex interplay of three clusters of power: the balance of power among social classes, power relations between the state and society, and transnational structures of economic and political power. Looking to the future, the book concludes with some reflections on current prospects for the development of stable democracy in Latin America and Eastern Europe.
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Challenging Inequality
Variation across Postindustrial Societies
Evelyne Huber and John D. Stephens
University of Chicago Press, 2024

A wide-ranging examination of how policies, parties, and labor strength affect inequality in post-industrial societies.

Not all countries are unequal in the same ways or to the same degree. In Challenging Inequality, Evelyne Huber and John D. Stephens analyze different patterns of increasing income inequality in post-industrial societies since the 1980s, assessing the policies and social structures best able to mitigate against the worst effects of market inequality. Combining statistical data analysis from twenty-two countries with a comparative historical analysis of Germany, Spain, Sweden, and the United States, Huber and Stephens identify the factors that drive increases in inequality and shape persistent, marked differences between countries. Their statistical analysis confirms generalizable patterns and in-depth country studies help to further elucidate the processes at work.

Challenging Inequality shows how the combination of globalization and skill-biased technological change has led to both labor market dualization and rising unemployment levels, which in turn have had important effects on inequality and poverty. Labor strength—at both the society level and the enterprise level—has helped to counter rising market income inequality, as has a history of strong human capital spending. The generosity of the welfare state remains the most important factor shaping redistribution, while the consistent power of left parties is the common denominator behind both welfare state generosity and human capital investment.

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Democracy and the Left
Social Policy and Inequality in Latin America
Evelyne Huber and John D. Stephens
University of Chicago Press, 2012

Although inequality in Latin America ranks among the worst in the world, it has notably declined over the last decade, offset by improvements in health care and education, enhanced programs for social assistance, and increases in the minimum wage.

In Democracy and the Left, Evelyne Huber and John D. Stephens argue that the resurgence of democracy in Latin America is key to this change. In addition to directly affecting public policy, democratic institutions enable left-leaning political parties to emerge, significantly influencing the allocation of social spending on poverty and inequality. But while democracy is an important determinant of redistributive change, it is by no means the only factor. Drawing on a wealth of data, Huber and Stephens present quantitative analyses of eighteen countries and comparative historical analyses of the five most advanced social policy regimes in Latin America, showing how international power structures have influenced the direction of their social policy. They augment these analyses by comparing them to the development of social policy in democratic Portugal and Spain.
 
The most ambitious examination of the development of social policy in Latin America to date, Democracy and the Left shows that inequality is far from intractable—a finding with crucial policy implications worldwide.
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Development and Crisis of the Welfare State
Parties and Policies in Global Markets
Evelyne Huber and John D. Stephens
University of Chicago Press, 2001
Evelyne Huber and John D. Stephens offer the most systematic examination to date of the origins, character, effects, and prospects of generous welfare states in advanced industrial democracies in the post—World War II era. They demonstrate that prolonged government by different parties results in markedly different welfare states, with strong differences in levels of poverty and inequality. Combining quantitative studies with historical qualitative research, the authors look closely at nine countries that achieved high degrees of social protection through different types of welfare regimes: social democratic states, Christian democratic states, and "wage earner" states. In their analysis, the authors emphasize the distribution of influence between political parties and labor movements, and also focus on the underestimated importance of gender as a basis for mobilization.

Building on their previous research, Huber and Stephens show how high wages and generous welfare states are still possible in an age of globalization and trade competition.
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