Skip to main content

Challenges of Austerity and Retrenchment of Gender Equality

  • Chapter
  • First Online:

Abstract

Reductions in public spending and the dominance of austerity since 2008 have characterized public policy decisions in Europe. Decisions on resource allocation, public service design and reform, changes in social security spending and tax revenue, and in the fiscal rules applied by the EU have significantly affected women’s financial security and autonomy and their political and social status within EU member state countries. With case studies on Spain and Italy, this chapter argues that the entrenched paradigm has disregarded the impact on gender equality and the regressive effects of policy decisions, despite political rhetoric on the enduring importance of advancing gender equality.

This is a preview of subscription content, log in via an institution.

Notes

  1. 1.

    The initial EU response to the financial and economic crisis was the launch of the European Economic Recovery Plan in December 2008, a coordinated policy action based on financial rescue policies, fiscal stimulus measures, and structural reforms implemented at the national level. After this brief period of overall support to the economy in 2009–2010, there was a decisive shift towards fiscal consolidation. By 2010, the policy response shifted to deep and continuous austerity measures that prevented recovery and assigned the costs of the crisis (including the bank bailouts) on to the general population.

  2. 2.

    The new instruments (Six-Pack, Fiscal Compact, and Two Pack) have been layered onto the institutional framework governing the EMU, strengthening budgetary discipline, while the initiatives to address the social dimension of the EU continued to be based on the voluntary Open Method of Coordination (OMC), with weak surveillance and enforcement and little financial resources to implement social investments.

  3. 3.

    http://ec.europa.eu/economy_finance/db_indicators/fiscal_governance/independent_institutions/index_en.htm. These “experts” are not accountable to any democratic institution and work in a gender-blind way.

  4. 4.

    See Simonazzi (2015) for an analysis of fiscal austerity policies in Italy and Segnana and Villa (2015) for their effects on women.

  5. 5.

    This effect has also been noted in other countries as shown in McKay, Campbell, Thomson, and Ross (2013).

  6. 6.

    From 2007 to 2010, public spending on social protection increased (from 20% to 24.6% of GDP), largely explained by automatic stabilizers (e.g. unemployment benefit), then decreased (De Villota and Vázquez Cupeiro 2016).

  7. 7.

    A unique benefit which was the same for all families (to be paid when a child is born), it was meant to support low-income families.

References

  • Addabbo, Tindara. 2014. The Gender Impact of the Financial, Political and Social Crisis. The Case of Italy. In The Impacts of the Crisis on Gender Equality and women’s Wellbeing in EU Mediterranean Countries, ed. United Nations Interregional Crime and Justice Research Institute. http://www.unicri.it/in_focus/on/vaw_report. Accessed 8 May 2017.

  • Addabbo, Tindara, Valentina Cardinali, Dino Giovannini, and Sara Mazzucchelli. 2016. Italy Country Note. In 12th International Review of Leave Policies and Related Research 2016, ed. Alison Koslowski, 190–202. London: International Network on Leave Policies and Related Research.

    Google Scholar 

  • Addabbo, Tindara, Diego Lanzi, and Antonella Picchio. 2010. Gender Budgets: A Capability Approach. Journal of Human Development and Capabilities: A Multi-Disciplinary Journal for People-Centered Development 11 (4): 479–501.

    Article  Google Scholar 

  • Alarcón, Gloria. 2011. La perspectiva de género en los gastos en infraestructuras públicas: los equipamientos educativos y deportivos en el FEIL-2009. Presupuesto y Gasto Público 64/3. Madrid: Secretaría General de Presupuestos y Gastos. Instituto de Estudios Fiscales.

    Google Scholar 

  • Alvarez, Ignacio, Fernando Luengo, and Jorge Uxó. 2013. Fracturas y Crisis en Europa. Madrid: Clave Intelectual.

    Google Scholar 

  • Bakker, Isabella. 1994. The Strategic Silence: Gender and Economic Policy. London: Zed Books.

    Google Scholar 

  • ———. 2011. Changing Macroeconomic Governance and Gender Orders: The Case of Canada. In Questioning Financial Governance from a Feminist Perspective, ed. Brigitte Young, Isabella Bakker, and Diane Elson, 38–50. New York: Routledge.

    Google Scholar 

  • Bengtsson, Mattias, Caroline de la Porte, and Kerstin Jacobsson. 2017. Labour Market Policy Under Conditions of Permanent Austerity: Any Sign of Social Investment? Social Policy & Administration 51 (2): 367–388.

    Article  Google Scholar 

  • Bettio, Francesca, Marcella Corsi, Carlo D’Ippoliti, Antigone Lyberaki, Manuela Samek Lodovici, and Alina Verashchagina. 2013. The Impact of the Economic Crisis on the Situation of Women and Men and on Gender Equality Policies. Synthesis Report. European Commission, Directorate-General for Justice. Luxembourg: Publications Office of the European Union.

    Google Scholar 

  • Bieling, Hans-Jürgen. 2011. EU-Verfassungspolitik und Wirtschaftsregierung. Krisenkonstitutionalismus gegen Volkssouveränität und Demokratie. Widerspruch 61 (11): 61–70.

    Google Scholar 

  • Bordogna, Lorenzo, and Stefano Neri. 2012. Social Dialogue and the Public Services in the Aftermath of the Economic Crisis: Strengthening Partnership in an Era of Austerity in Italy. National Project Report. EC Project Industrial Relations and Social Dialogue, VP/2011/001.

    Google Scholar 

  • CCOO. 2013. Valoración del Programa Nacional de Reformas para España 2013. Madrid: Secretaría de Acción Sindical y Políticas Sectoriales.

    Google Scholar 

  • Copelovitch, Mark, Jeffry Frieden, and Stefanie Walter. 2016. The Political Economy of the Euro Crisis. Comparative Political Studies 49 (7): 811–840.

    Article  Google Scholar 

  • Council of European Union. 2012. Council Recommendation on Spain’s 2012 National Reform Program and Delivering a Council Opinion on Spain’s Stability Program for 2012–2015. SWD (2012) 310 final. Brussels.

    Google Scholar 

  • De Henau, Jerome, and Christina Santos. 2011. Gender Analysis of the Changes in Indirect Taxes Introduced by the Coalition Government, 2010–2011. Women’s Budget Group. http://oro.open.ac.uk/33158/1/Indirect_tax_Budget_2011_final_report_June_20.pdf. Accessed 8 May 2017.

  • De la Porte, Caroline, and Elke Heins. 2015. A New Era of European Integration? Governance of Labour Market and Social Policy Since the Sovereign Debt Crisis. Comparative European Politics 13 (1): 8–28.

    Article  Google Scholar 

  • De Villota, Paloma. 2016. The Spanish Central Government Budget: Comments in Recent Experience. In Feminist Economics and Public Policy: Reflections on the Work and Impact of Ailsa McKay, ed. Jim Campell and Morag Gillespie. Abingdon: Routledge.

    Google Scholar 

  • ———. 2017. Aproximación al análisis de la política fiscal durante la crisis desde la perspectiva de género. Revista Economiaz 91:279–293.

    Google Scholar 

  • De Villota, Paloma, and Susana Vázquez Cupeiro. 2016. The Restructuration of the Spanish Welfare State: One Step Forward, Two Steps Back? In Challenges to European Welfare System, ed. Klaus Schubert, Johanna Kuhlmann, and Paloma De Villota, 171–187. Berlin: Springer.

    Google Scholar 

  • Duerst-Lahti, Georgia, and Rita Mae Kelly. 1995. Gender, Power, Leadership and Governance. Ann Arbor: The University of Michigan Press.

    Google Scholar 

  • Elson, Diane. 2002a. International Financial Architecture: A View from the Kitchen. Femina Politica 11 (1): 26–38.

    Google Scholar 

  • ———. 2002b. Gender Responsive Budget Initiatives: Key Dimensions and Practical Examples. In Gender Budget Initiatives. Strategies, Concepts and Experiences. New York: UNIFEM.

    Google Scholar 

  • Elson, Diane, and Tanja Warnecke. 2011. IMF Policies and Gender Orders. The Case of the Poverty Reduction and Growth Facility. In Questioning Financial Governance from a Feminist Perspective, ed. Brigitte Young, Isabella Bakker, and Diane Elson, 110–131. New York: Routledge.

    Google Scholar 

  • European Parliament. 2012. Analysis of Five National Reform Programmes 2012 Regarding the Pursuit of the Union’s Gender Equality Objectives. PE 462.510, Brussels.

    Google Scholar 

  • Eurostat. 2014. GDP and Main Components – Current Prices. http://appsso.eurostat.ec.europa.eu/nui/show.do?dataset=nama_gdp_c&lang=en. Accessed 15 Apr 2014.

  • ———. 2017. Expenditure: Main Results. http://ec.europa.eu/eurostat/web/products-datasets/-/spr_exp_sum. Accessed 7 May 2017.

  • Figari, Francesco, and Carlo V. Fiorio. 2015. Fiscal Consolidation Policies in the Context of Italy’s Two Recessions. Fiscal Studies 36 (4): 499–526.

    Article  Google Scholar 

  • Gabriele, Stefania, and Maria Rosaria Marino. 2016. Il bilancio di genere. Un inquadramento generale. Ufficio Parlamentare di Bilancio, Focus Tematico 7.

    Google Scholar 

  • Gómez de la Torre, Mónica, and Maria Teresa López. 2010. Impuesto sobre Valor Añadido y Familia en los Presupuestos Generales del Estado de 2010. Fundación Acción Familiar: Madrid.

    Google Scholar 

  • Gonzalez Gago, Elvira, and Marcelo Segales Kirzner. 2014. Women, Gender Equality and the Economic Crisis in Spain. In Women and Austerity. The Economic Crisis and the Future for Gender Equality, ed. Maria Karamessini and Jill Rubery, 228–247. New York: Routledge.

    Google Scholar 

  • Hozić, Aida A., and Jacqui True, eds. 2016. Scandalous Economics. Gender and the Politics of Financial Crises. Oxford: Oxford University Press.

    Google Scholar 

  • INE, Instituto Nacional de Estadísrica. 2011. Encuesta de empleo del tiempo. http://www.ine.es/dyngs/INEbase/es/operacion.htm?c=Estadistica_C&cid=1254736176815&menu=resultados&idp=1254735976608. Accessed 7 May 2017.

  • ———. 2016. Tasas de paro por sexo y grupo de edad. http://www.ine.es/jaxiT3/Tabla.htm?t=4887&L=0

  • Isfol. 2013. Rapporto di monitoraggio del mercato del lavoro. 2012. Rome: Isfol.

    Google Scholar 

  • Istat. 2013. Rapporto annuale sulla situazione del paese 2013. Rome: Istat.

    Google Scholar 

  • ———. 2015. Come cambia la vita delle donne. 2004–2014. Rome: Istat.

    Google Scholar 

  • ———. 2016a. Rapporto annuale sulla situazione del paese 2016. Rome: Istat.

    Google Scholar 

  • Jacquot, Sophie. 2015. Transformations in EU Gender Equality: From Emergence to Dismantling. Basingstoke: Palgrave Macmillan.

    Book  Google Scholar 

  • Karamessini, Maria, and Jill Rubery, eds. 2014. Women and Austerity. The Economic Crisis and the Future for Gender Equality. New York: Routledge.

    Google Scholar 

  • Klatzer, Elisabeth, and Christa Schlager 2011. Europäische Wirtschaftsregierung – eine stille neoliberale Revolution. Kurswechsel 1: 61–81.

    Google Scholar 

  • ———. 2012. Genderdimensionen der neuen EU Economic Governance. Kurswechsel 1: 23-35.

    Google Scholar 

  • ———. 2014. Gender and Macroeconomics: Economic Governance in the EU – Reconfiguration of Gendered Power Structures and Erosion of Gender Equality. In The Sage Handbook of Feminist Theory, ed. Mary Evans, Clare Hemmings, Marsha Henry, Hazel Johnstone, Sumi Madhok, Ania Plomien, and Sadie Wearing, 483–499. London: Sage.

    Chapter  Google Scholar 

  • ———. 2015. The Big Picture Makes a Big Difference: Taking into Account Changed Framework Conditions for Budgetary Policies at European Level in Gender Responsive Budgeting. Politica Economica/Journal of Economic Policy 31 (2): 135–154.

    Google Scholar 

  • ———. 2017. The Gendered Nature of Economic Governance Institutions and Policies. A Key Battleground for Gender Equality. In In Towards Gendering Institutionalism Equality in Europe, ed. Heather MacRae and Elaine Weiner. Lanham, MD: Rowman & Littlefield.

    Google Scholar 

  • Kronsell, Annica. 2005. Gender, Power and European Integration Theory. Journal of European Public Policy 12 (6): 1022–1044.

    Article  Google Scholar 

  • Kurz-Scherf, Ingrid, and Alexandra Scheele, eds. 2013. Macht oder ökonomisches Gesetz? Zum Zusammenhang von Krise und Geschlecht. Münster: Dampfboot Verlag.

    Google Scholar 

  • Lago, Manuel. 2015. Análisis gráfico: recorte en la protección por desempleo en España. Cuadernos de acción sindical. Madrid: CCOO.

    Google Scholar 

  • Lahey, Kathleen, and Paloma De Villota. 2013. Economic Crisis, Gender Equality, and Policy Responses in Spain and Canada. Feminist Economics 19 (3): 82–107.

    Article  Google Scholar 

  • Laparra, Miguel, and Begoña Pérez, eds. 2012. Crisis y fractura social en Europa. Causas y efectos en España. Colección Estudios Sociales No. 35. Barcelona. Obra Social “la Caixa”.

    Google Scholar 

  • León, Margarita, and Emmanuele Pavolini. 2014. Social Investment’ or Back to ‘Familism’: The Impact of the Economic Crisis on Family and Care Policies in Italy and Spain. South European Society and Politics 19 (3): 353–369.

    Article  Google Scholar 

  • Lombardo, Emanuela. 2017. The Spanish Gender Regime in the EU Context: Changes and Struggles in Times of Austerity. Gender, Work and Organization 24 (1): 1–97.

    Article  Google Scholar 

  • Maione, Valeria. 2014. Consigliere di parità o dame di carità. http://www.ingenere.it. Accessed 7 Oct 2014.

  • McKay, Ailsa, Jim Campbell, Emily Thomson, and Susanne Ross. 2013. Economic Recession and Recovery in the UK: What’s Gender Got to Do with It? Feminist Economics 19 (3): 108–123.

    Article  Google Scholar 

  • Navarro, Vicenc, 2009. El cuarto pilar del Bienestar. El País 15 de octubre de 2009; 11.

    Google Scholar 

  • Oberndorfer, Lukas. 2014. A New Economic Governance through Secondary Legislation? Analysis and Constitutional Assessment: From New Constitutionalism, Via Authoritarian Constitutionalism to Progressive Constitutionalism. In The Economic and Financial Crisis and Collective Labor Law in Europe, ed. Niklas Bruun, Klaus Lörcher, and Isabelle Schömann, 25–54. Oxford: Hart.

    Google Scholar 

  • OECD. 2016. OECD Consumption Tax Trends 2016 – Italy. https://www.oecd.org/tax/consumption/consumption-tax-trends-italy.pdf. Accessed 8 May 2017.

  • Pavolini, Emmanuele, Margarita Leon, Anna M. Guillén, and Ugo Ascoli. 2015. From Austerity to Permanent Strain. The EU Welfare State Reform in Italy and Spain. Comparative European Politics 13 (1): 56–76.

    Article  Google Scholar 

  • Piazzalunga, D., and M.L. Di Tommaso. 2016. The Increase of the Gender Wage Gap in Italy During the 2008–2012 Economic Crisis. IZA Discussion Papers, No. 9931.

    Google Scholar 

  • Rubery, Jill. 2015. Austerity and the Future for Gender Equality in Europe. ILR Review 68 (4): 715–741.

    Article  Google Scholar 

  • Sacchi, Stefano, and Jungho Roh. 2016. Conditionality, Austerity and Welfare: Financial Crisis and Its Impact on Welfare in Italy and Korea. Journal of European Social Policy 26 (4): 358–373.

    Article  Google Scholar 

  • Sauer, Birgit. 2010. Das Geschlecht der Finanz- und Wirtschaftskrise. Kurswechsel 1: 38–46.

    Google Scholar 

  • Segnana, Maria Luigia, and Paola Villa. 2015. Women and Austerity in Italy. ex æquo 32: 15–32.

    Google Scholar 

  • Simonazzi, Annamaria. 2015. Italy: Continuity and Change in Welfare State Retrenchment. In The European Social Model in Crisis. Is Europe Losing Its Soul? ed. Daniel Vaughan-Whitehead, 339–385. Cheltenham: Edward Elgar.

    Google Scholar 

  • Smith, Mark, and Paola Villa. 2010. The Ever-Declining Role of Gender Equality in the European Employment Strategy. Industrial Relations Journal 41 (6): 526–543.

    Article  Google Scholar 

  • Verashchagina, Alina, and Marina Capparucci. 2014. Living Through the Crisis in Italy: The Labour Market Experience of Men and Women. In Women and Austerity: The Economic Crisis and the Future for Gender Equality, ed. Maria Karamessini and Jill Rubery, 248–269. London; New York: Routledge.

    Google Scholar 

  • Villa, Paola, and Mark Smith. 2014. Policy in the Time of Crisis: Employment Policy and Gender Equality in Europe. In Women and Austerity: The Economic Crisis and the Future for Gender Equality, ed. Maria Karamessini and Jill Rubery, 273–294. London; New York: Routledge.

    Google Scholar 

  • ———. 2016. Shifting Labour Supply Groups, Changing Priorities – Gender, the European Employment Strategy and National Policy Responses. Paper Presented at the 40 Years of the Cambridge Journal of Economics Conference, Cambridge, 12–13 July.

    Google Scholar 

  • Weiner, Elaine, and Heather MacRae. 2014. The Persistent Invisibility of Gender in EU Policy. European Integration online Papers 18(1). Article 3. http://eiop.or.at/eiop/texte/2014-003a.htm

  • Women’s Budget Group. 2013. The Impact on Women of Budget 2013: A Budget for Inequality and Recession. http://wbg.org.uk/wp-content/uploads/2013/10/WBG_Budget-Analysis_2013.pdf. Accessed 8 May 2017.

  • Young, Brigitte, and Helene Schuberth. 2011. The Role of Gender in Governance of the Financial Sector. In Questioning Financial Governance from a Feminist Perspective, ed. Brigitte Young, Isabella Bakker, and Diane Elson, 132–153. New York: Routledge.

    Google Scholar 

Download references

Author information

Authors and Affiliations

Authors

Editor information

Editors and Affiliations

Rights and permissions

Reprints and permissions

Copyright information

© 2018 The Author(s)

About this chapter

Check for updates. Verify currency and authenticity via CrossMark

Cite this chapter

Addabbo, T., Klatzer, E., Schlager, C., Villa, P., de Villota, P. (2018). Challenges of Austerity and Retrenchment of Gender Equality. In: O'Hagan, A., Klatzer, E. (eds) Gender Budgeting in Europe. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-319-64891-0_4

Download citation

  • DOI: https://doi.org/10.1007/978-3-319-64891-0_4

  • Published:

  • Publisher Name: Palgrave Macmillan, Cham

  • Print ISBN: 978-3-319-64890-3

  • Online ISBN: 978-3-319-64891-0

  • eBook Packages: Economics and FinanceEconomics and Finance (R0)

Publish with us

Policies and ethics