Ülespoole suunatud lähenemine on ELi projekti keskmes. Liikmesriigid ja nende kodanikud nõustuvad liiduga ühinema, kuna eeldavad, et liikmelisusega kaasneb tasakaalustatud majanduslik jõukus ning sotsiaalne progress kõigis riikides. Liikmesriikide vaheliste erinevuste suurenemist, nagu toimus 2008.–2013. aasta majanduskriisi ajal, võib käsitada ELi lubaduse reetmisena ning võimaliku rahulolematuse ja hajumise alusena. Käesolev juhtaruanne on kokkuvõte Eurofoundi 2017. aastal algatatud seireuuringust, mis käsitles lähenemist ELis. Selles kirjeldatakse ülespoole suunatud lähenemise dünaamika muutumist aastatel 2008–2019, uuritakse COVID-19 lühiajalist mõju Euroopa majandustele ja ühiskondadele ning selle mõju lähenemisele ja arutletakse pandeemia pikaajaliste mõjude ning ülespoole suunatud majandusliku ja sotsiaalse lähenemise tuleviku üle Euroopas.
Majanduskriisil (2008–2013) oli oluline negatiivne mõju ülespoole suunatud lähenemisele ELi liikmesriikide vahel. Kui majanduslik lähenemine taastati kiiresti, siis tööhõive ja elamistingimuste valdkonnas jäi allapoole suunatud lahknemine püsima 2013. aastani, mis rõhutab sotsiaalse ja majandusliku lähenemise tugevat seost.
Kuigi paljud sotsiaalsed näitajad hakkasid 2014.–2019. aasta taastumisperioodil ülespoole lähenema, jäi majanduskriisist siiski maha ebaühtlane geograafiline pärand. Kuigi Kesk- ja Ida-Euroopa jätkasid tugevat lähenemist juhtivatele loodepiirkonna riikidele, jäi Lõuna-Euroopa üha enam maha nii sotsiaal- kui ka majandusvaldkonnas.
Aastatel 2008–2019 puudus suuresti ELi liikmesriikide vaheline valitsemise ja institutsioonide kvaliteedi ülespoole suunatud lähenemine. COVID-19 kriisi taustal on institutsionaalse kvaliteedi lähenemine tähtis viis, kuidas viia majanduslik lähenemine Ida-Euroopas üle püsivaks sotsiaalseks lähenemiseks ning parandada mõlemat Lõuna-Euroopas.
ELi ja liikmesriikide tasandi tugevad pandeemiale reageerimise poliitikameetmed hoidsid ära kriisi veel hävitavama ning ebaühtlasema mõju ELi tööturgudele ja elamistingimustele. Et COVID-19 kriis ei ole siiski veel täielikult lõppenud, tuleb neid poliitikategevusi jätkata, eelkõige digi- ja roheülemineku kontekstis, kus õiged poliitikavahendid on väga olulised, et vältida uusi kirde- ja edelavahelisi lahknemisteid.
Taasterahastu „NextGenerationEU“ kavade täielik rakendamine on äärmiselt oluline ning ELi liikmesriikide vaheline lähenemine sõltub liikmesriikide taastekavade kooskõlast ELi tasandi visiooniga. Valitsuste valmisolek keskenduda riigiülestele prioriteetidele pakub võimaluse COVID-19 pandeemiast tekkinud ebavõrdsuse kaotamiseks ning ELi tasandi koordineerimine on eriti tähtis.
The flagship report contains the following list of tables and figures.
Table 1: Overview of indicators
Table 2: Drivers of employment in the EU (panel analysis)
Table 3: Drivers of employment growth in the EU (panel analysis)
Table 4: Summary of economic convergence trends in sigma, delta and beta convergence and at the regional level
Table 5: Summary of social convergence trends in sigma, delta and beta convergence and at the regional level
Table 6: Summary of institutional convergence trends in sigma, delta and beta convergence
Table A1: Drivers of employment in the EU (panel analysis)
Table A2: Drivers of employment growth in the EU (panel analysis)
Table A3: Impact of unemployment changes on GDP per capita (regression coefficients), EU27, 2000–2019
Figure 1: The three dimensions of convergence
Figure 2: Sigma and delta convergence in GDP per capita (PPS), EU27, 2008–2019
Figure 3: Unconditional beta convergence in GDP per capita (PPS), EU27, 2008–2019
Figure 4: Regional quintile clusters of GDP per capita in PPS in 2008 and 2019 and cluster mobility from 2008 to 2019, EU NUTS 2
Figure 5: Sigma and delta convergence in disposable household income per capita (PPS), 2008–2019
Figure 6: Unconditional beta convergence in disposable household income per capita (PPS), 2008–2019
Figure 7: Regional quintile clusters of disposable household income per capita in PPS in 2008 and 2019 and cluster mobility from 2008 to 2019, EU NUTS 2
Figure 8: Sigma and delta convergence in income inequality (income quintile share ratio), EU27, 2008–2019
Figure 9: Unconditional beta convergence in income inequality (income quintile share ratio), EU27, 2008–2019
Figure 10: Sigma and delta convergence in monthly minimum wage (PPS), 2008–2019
Figure 11: Unconditional beta convergence in monthly minimum wage (PPS), 2008–2019
Figure 12: Sigma and delta convergence in the employment rate (%), EU27, 2008–2019
Figure 13: Unconditional beta convergence in the employment rate (%), EU27, 2008–2013 and 2013–2019
Figure 14: Regional quintile clusters of the employment rate in 2008 and 2019 and cluster mobility from 2008 to 2019, EU NUTS 2
Figure 15: Sigma and delta convergence in the unemployment rate (%), EU27, 2008–2019
Figure 16: Unconditional beta convergence in the unemployment rate (%), EU27, 2008–2013 and 2013–2019
Figure 17: Regional quintile clusters of the unemployment rate in 2008 and 2019 and cluster mobility from 2008 to 2019, EU NUTS 2
Figure 18: Sigma and delta convergence in the gender employment gap (%), EU27, 2008–2019
Figure 19: Unconditional beta convergence in the gender employment gap (%), EU27, 2008–2019
Figure 20: Regional quintile clusters of the gender employment gap in 2008 and 2019 and cluster mobility from 2008 to 2019, EU NUTS 2
Figure 21: Sigma and delta convergence in the youth NEET rate (%), EU27, 2008–2019
Figure 22: Unconditional beta convergence in the youth NEET rate (%), EU27, 2008–2013 and 2013–2019
Figure 23: Regional quintile clusters of the youth NEET rate in 2008 and 2019 and cluster mobility from 2008 to 2019, EU NUTS 2
Figure 24: Sigma and delta convergence in the early school leavers rate (%), EU27, 2008–2019
Figure 25: Unconditional beta convergence in the early school leavers rate (%), EU27, 2008–2019
Figure 26: Regional quintile clusters of the early school leavers rate in 2008 and 2019 and cluster mobility from 2008 to 2019, EU NUTS 2
Figure 27: Sigma and delta convergence in the AROPE rate (%), EU27, 2008–2019
Figure 28: Unconditional beta convergence in the AROPE rate (%), EU27, 2008–2013 and 2013–2019
Figure 29: Sigma and delta convergence in unmet medical needs (%), EU27, 2008–2019
Figure 30: Unconditional beta convergence in unmet medical needs (%), EU27, 2008–2019
Figure 31: Sigma and delta convergence in the WGI rule of law, EU27, 2008–2019
Figure 32: Unconditional beta convergence in the WGI rule of law, EU27, 2008–2019
Figure 33: Sigma and delta convergence in the WGI government effectiveness, EU27, 2008–2019
Figure 34: Unconditional beta convergence in the WGI government effectiveness, EU27, 2008–2019
Figure 35: Sigma and delta convergence in the WGI regulatory quality, EU27, 2008–2019
Figure 36: Unconditional beta convergence in the WGI regulatory quality, EU27, 2008–2019
Figure 37: Sigma and delta convergence in the WGI voice and accountability, EU27, 2008–2019
Figure 38: Unconditional beta convergence in the WGI voice and accountability, EU27, 2008–2019
Figure 39: Sigma and delta convergence in the WGI control of corruption, EU27, 2008–2019
Figure 40: Unconditional beta convergence in the WGI control of corruption, EU27, 2008–2019
Figure 41: Sigma and delta convergence in the Ease of Doing Business score, EU27, 2010–2019
Figure 42: Unconditional beta convergence in the Ease of Doing Business score, EU27, 2010–2019
Figure 43: Regional clusters of the European Quality of Government Index score (EQI), EU NUTS 1 and 2, 2010 and 2017
Figure 44: Employment rates in the previous year and annual growth rates by EU Member State, 2000–2019
Figure 45: Employment growth in southern and central and eastern countries relative to western/northern Europe (regression coefficients plot)
Figure 46: Summary of the regional leaders and laggards in the social dimension and cluster mobility in the economic dimension, EU NUTS 2, 2008–2019
Figure 47: Relationship between GDP and unemployment in 2008–2009 (growth rates), EU27
Figure 48: Relationship between GDP and unemployment in 2019–2020 (growth rates), EU27
Figure 49: Actual versus predicted unemployment rate in 2020 (%), EU27
Figure 50: SURE loans and the unemployment gap in 2020, EU27
Figure 51: Unweighted average employment rate and projections to meet the European Pillar of Social Rights Action Plan 2030 target (%), EU27
Figure 52: Unweighted average youth NEET rate and projections to meet the European Pillar of Social Rights Action Plan 2030 target (%), EU27
Figure 53: Sigma convergence in GDP per capita (PPS), EU27, 2013–2020
Figure 54: Change in GDP per capita (in PPS) by Member State (%), EU27, 2019–2020
Figure 55: Unconditional beta convergence in GDP per capita (PPS), EU27, 2019–2020
Figure 56: Percentage change in GDP per capita (in PPS), EU27, 2019–2020
Figure 57: Sigma convergence in the unemployment rate (%), EU27, 2013–2021 (monthly data: January 2020–May 2021)
Figure 58: Change in unemployment rate by Member State (percentage points), EU27, 2019–2020
Figure 59: Unconditional beta convergence of the unemployment rate (%), EU27, 2019–2020
Figure 60: Percentage point change in the unemployment rate, EU NUTS 2, 2019–2020
Figure 61: Sigma convergence in the activity rate (%), EU27, 2013–2020 (quarterly data: Q4 2019–Q4 2020)
Figure 62: Sigma convergence in labour market slack (%), EU27, 2013–2020 (quarterly data: Q4 2019–Q4 2020)
Figure 63: Unconditional beta convergence in labour market slack (%), EU27, 2019–2020
Figure 64: Estimated change in the at-risk-of-poverty rate, EU, 2019–2020
Figure 65: Sigma convergence in the youth NEET rate (%), EU27, 2013–2020 (quarterly data: Q4 2019–Q4 2020)
Figure 66: Unconditional beta convergence in the youth NEET rate (%), EU27, 2019–2020
Figure 67: Degree of plausibility (on a scale of 1–10) of the health recovery scenarios as assessed by Eurofound experts
Figure 68: Possible economic recovery scenarios
Figure 69: Expected speed of economic recovery, EU27
Figure 70: Experts’ opinions on the expected economic crisis triggered by the COVID-19 pandemic (on a scale of 0–100)
Cite this publication
Eurofound (2021), Monitoring convergence in the European Union: Looking backwards to move forward – Upward convergence through crises, Challenges and prospects in the EU series, Publications Office of the European Union, Luxembourg.
