The middle class refers to a class of people in the middle of a social hierarchy, often defined by occupation, income, education, or social status. The term has historically been associated with modernity, capitalism and political debate. Common definitions for the middle class range from the middle fifth of individuals on a nation's income ladder, to everyone but the poorest and wealthiest 20%. Theories like "Paradox of Interest" use decile groups and wealth distribution data to determine the size and wealth share of the middle class. Terminology differs in the United States, where the term ''middle class'' describes people who in other countries would be described as working class. There has been significant global middle-class growth over time. In February 2009, ''

The Economist ''The Economist'' is a British newspaper published weekly in printed magazine format and daily on Electronic publishing, digital platforms. It publishes stories on topics that include economics, business, geopolitics, technology and culture. M ...

'' asserted that over half of the world's population belonged to the middle class, as a result of rapid growth in emerging countries. It characterized the middle class as having a reasonable amount of discretionary income and defined it as beginning at the point where people have roughly a third of their income left for discretionary spending after paying for basic food and shelter.

History and evolution of the term

The term "middle class" is first attested in James Bradshaw's 1745 pamphlet ''Scheme to prevent running Irish Wools to France.'' Another phrase used in early modern Europe was "the middling sort". The term "middle class" has had several and sometimes contradictory meanings.

Friedrich Engels Friedrich Engels ( ;"Engels"
''Random House Webster's Unabridged Dictionary''.social class between the

nobility Nobility is a social class found in many societies that have an aristocracy. It is normally appointed by and ranked immediately below royalty. Nobility has often been an estate of the realm with many exclusive functions and characteristics. T ...

and the peasantry in late-feudalist society. While the nobility owned much of the countryside, and the peasantry worked it, a new '' bourgeoisie'' (literally "town-dwellers") arose around mercantile functions in the city. In

France France, officially the French Republic, is a country located primarily in Western Europe. Overseas France, Its overseas regions and territories include French Guiana in South America, Saint Pierre and Miquelon in the Atlantic Ocean#North Atlan ...

, the middle classes helped drive the French Revolution. This "middle class" eventually overthrew the ruling monarchists of feudal society, thus becoming the new ruling class or bourgeoisie in the new capitalist-dominated societies. The modern usage of the term "middle-class", however, dates to the 1913 UK Registrar-General's report, in which the statistician T. H. C. Stevenson identified the middle class as those falling between the upper-class and the working-class. The middle class includes: professionals, managers, and senior civil servants. The chief defining characteristic of membership in the middle-class is control of significant human capital while still being under the dominion of the elite upper class, who control much of the financial and legal capital in the world. Within capitalism, "middle-class" initially referred to the ''bourgeoisie''; later, with the further differentiation of classes as capitalist societies developed, the term came to be synonymous with the term '' petite bourgeoisie''. The boom-and-bust cycles of capitalist economies result in the periodic (and more or less temporary) impoverishment and proletarianization of much of the ''petite bourgeois'' world, resulting in their moving back and forth between working-class and petite-bourgeois status. The typical modern definitions of "middle class" tend to ignore the fact that the classical petite-bourgeoisie is and has always been the owner of a small-to medium-sized business whose income is derived almost exclusively from the employment of workers; "middle class" came to refer to the combination of the labour aristocracy, professionals, and salaried, white-collar workers. The size of the middle class depends on how it is defined, whether by education, wealth, environment of upbringing,

social network A social network is a social structure consisting of a set of social actors (such as individuals or organizations), networks of Dyad (sociology), dyadic ties, and other Social relation, social interactions between actors. The social network per ...

, manners or values, etc. These are all related, but are far from deterministically dependent. The following factors are often ascribed in the literature on this topic to a "middle class:" * Achievement of tertiary education. * Holding professional qualifications, including academics, lawyers, chartered engineers, politicians, and doctors, regardless of leisure or wealth. * Belief in ''

bourgeois The bourgeoisie ( , ) are a class of business owners, merchants and wealthy people, in general, which emerged in the Late Middle Ages, originally as a "middle class" between the peasantry and Aristocracy (class), aristocracy. They are tradition ...

'' values, such as high rates of house ownership, delayed gratification, and jobs that are perceived to be secure. * Lifestyle. In the United Kingdom, social status has historically been linked less directly to wealth than in the United States, and has also been judged by such characteristics as accent ( Received Pronunciation and U and non-U English), manners, type of school attended (state or private school), occupation, and the class of a person's family, circle of friends and acquaintances. In the United States, by the end of the twentieth century, more people identified themselves as middle-class (with insignificant numbers identifying themselves as upper-class). The Labour Party in the UK, which grew out of the organised labour movement and originally drew almost all of its support from the working-class, reinvented itself under Tony Blair in the 1990s as "New Labour", a party competing with the Conservative Party for the votes of the middle-class as well as those of the Labour Party's traditional group of voters – the working-class. Around 40% of British people consider themselves to be middle class, and this number has remained relatively stable over the last few decades. According to the

OECD The Organisation for Economic Co-operation and Development (OECD; , OCDE) is an international organization, intergovernmental organization with 38 member countries, founded in 1961 to stimulate economic progress and international trade, wor ...

, the middle class refers to households with income between 75% and 200% of the median national income.

Marxism

Marxism defines social classes according to their relationship with the means of production. The main basis of social class division of Marxism: the possession of means of production, the role and position it plays in social labor organization (production process), the distribution of wealth and resources and the amount. Marxist writers have used the term middle class in various ways.Communist League Britain, Marxism and Class: Some definitions. undated. http://www.mltranslations.org/Britain/Marxclass.htm at §The 'Middle Class' In the first sense, it is used for the bourgeoisie (the urban merchant and professional class) that arose between the

aristocracy Aristocracy (; ) is a form of government that places power in the hands of a small, privileged ruling class, the aristocracy (class), aristocrats. Across Europe, the aristocracy exercised immense Economy, economic, Politics, political, and soc ...

and the proletariat in the waning years of feudalism in the Marxist model. Vladimir Lenin stated that the "peasantry ... in Russia constitute eight- or nine-tenths of the petty bourgeoisie". However, in modern developed countries, Marxist writers define the ''petite bourgeoisie'' as primarily comprising (as the name implies) owners of small to medium-sized businesses, who derive their income from the exploitation of wage-laborers (and who are in turn exploited by the "big" bourgeoisie i.e. bankers, owners of large corporate trusts, etc.) as well as the highly educated professional class of doctors, engineers, architects, lawyers, university professors, salaried middle-management of capitalist enterprises of all sizes, etc. – as the "middle class" which stands between the ruling capitalist "owners of the means of production" and the working class (whose income is derived solely from hourly wages). Louis C. Fraina (Lewis Corey), a pioneer 20th-century American Marxist theoretician, defined the middle class as "the class of independent small enterprisers, owners of productive property from which a livelihood is derived".Lewis Corey, "American Class Relations", ''Marxist Quarterly,'' vol. 1 no. 2 (January–March 1937), p. 141. From Fraina's perspective, this social category included "propertied farmers" but not propertyless tenant farmers. Middle class also included salaried managerial and supervisory employees but not "the masses of propertyless, dependent salaried employees. Fraina speculated that the entire category of salaried employees might be adequately described as a "new middle class" in economic terms, although this remained a social grouping in which "most of whose members are a new proletariat."

Professional–managerial class

In 1977, Barbara Ehrenreich and John Ehrenreich defined a new class in the United States as "salaried mental workers who do not own the means of production and whose major function in the social division of labor ... snbsp;... the reproduction of capitalist culture and capitalist class relations;" the Ehrenreichs named this group the "professional–managerial class".Stewart Clegg, Paul Boreham, Geoff Dow; This group of middle-class professionals is distinguished from other social classes by their training and education (typically business qualifications and university degrees), with example occupations including academics and teachers, social workers,

engineer Engineers, as practitioners of engineering, are professionals who Invention, invent, design, build, maintain and test machines, complex systems, structures, gadgets and materials. They aim to fulfill functional objectives and requirements while ...

s, accountants, managers, nurses, and middle-level administrators. The Ehrenreichs developed their definition from studies by

André Gorz Gérard Horst (; , ; 9 February 1923 – 22 September 2007), more commonly known by his pen names André Gorz () and Michel Bosquet (), was an Austrian-French social philosopher and journalist and critic of work. He co-founded '' Le Nouvel Ob ...

, Serge Mallet, and others, of a "new working class," which, despite education and a perception of themselves as middle class, were part of the working class because they did not own the means of production, and were wage earners paid to produce a piece of capital. The professional–managerial class seek higher rank status and salaries and tend to have incomes above the average for their country.

Recent global growth

Modern definitions of the term "middle class" are often politically motivated and vary according to the exigencies of political purpose which they were conceived to serve in the first place as well as due to the multiplicity of more- or less-scientific methods used to measure and compare wealth between modern advanced industrial states, where poverty is relatively low and the distribution of wealth more egalitarian in a relative sense, and in developing countries, where poverty and a profoundly unequal distribution of wealth crush the vast majority of the population. Many of these methods of comparison have been harshly criticised; for example, economist Thomas Piketty, in his book '' Capital in the Twenty-First Century'', describes one of the most commonly used comparative measures of wealth across the globe, the Gini coefficient, as being an example of "synthetic indices ... which mix very different things, such as inequality with respect to labor and capital, so that it is impossible to distinguish clearly among the multiple dimensions of inequality and the various mechanisms at work." In February 2009, ''

'' asserted that over half the world's population now belongs to the middle class, as a result of rapid growth in emerging countries. It characterized the middle class as having a reasonable amount of discretionary income, so that they do not live from hand-to-mouth as the poor do, and defined it as beginning at the point where people have roughly a third of their income left for discretionary spending after paying for basic food and shelter. This allows people to buy consumer goods, improve their health care, and provide for their children's education. Most of the emerging middle class consists of people who are middle class by the standards of the developing world but not the developed one, since their money incomes do not match developed country levels, but the percentage of it which is discretionary does. By this definition, the number of middle-class people in Asia exceeded that in the West sometime around 2007 or 2008. ''The Economist'' article pointed out that in many emerging countries, the middle class has not grown incrementally but explosively. The point at which the poor start entering the middle class by the millions is alleged to be the time when poor countries get the maximum benefit from cheap labour through international trade, before they price themselves out of world markets for cheap goods. It is also a period of rapid urbanization, when subsistence farmers abandon marginal farms to work in factories, resulting in a several-fold increase in their economic productivity before their wages catch up to international levels. That stage was reached in China sometime between 1990 and 2005, when the Chinese "middle class" grew from 15% to 62% of the population and is just being reached in India now. ''The Economist'' predicted that surge across the poverty line should continue for a couple of decades and the global middle class will grow exponentially between now and 2030. Based on the rapid growth, scholars expect the global middle class to be the driving force for sustainable development. This assumption, however, is contested (see below). As the American middle class is estimated by some researchers to comprise approximately 45% of the population, ''The Economist'' article would put the size of the American middle class below the world average. This difference is due to the extreme difference in definitions between ''The Economist'' and many other models. In 2010, a working paper by the

asserted that 1.8 billion people were now members of the global "middle class". Credit Suisse's Global Wealth Report 2014, released in October 2014, estimated that one billion adults belonged to the "middle class," with wealth anywhere between the range of $10,000–$100,000. According to a study carried out by the Pew Research Center, a combined 16% of the world's population in 2011 were "upper-middle income" and "upper income". An April 2019 OECD report said that the millennial generation is being pushed out of the middle class throughout the Western world.

China

Since the beginning of the 21st century,

China China, officially the People's Republic of China (PRC), is a country in East Asia. With population of China, a population exceeding 1.4 billion, it is the list of countries by population (United Nations), second-most populous country after ...

's middle class has grown by significant margins. According to the Center for Strategic and International Studies, by 2013, some 420 million people, or 31%, of the Chinese population qualified as middle class. Based on the World Bank definition of middle class as those having with daily spending between $10 and $50 per day, nearly 40% of the Chinese population were considered middle class as of 2017. China's middle class represents a significant market force with effects extending beyond its borders. The promise of increased prosperity and a consumer society has been a driving force behind this growth, while also suggesting the potential for political changes similar to those seen in Europe and North America. However, it's important to note that the Chinese middle class differs substantially from its Western counterparts. Despite its growth, it remains a relatively small group profoundly joined with the Chinese state. This unique relationship challenges assumptions about its role in political change. Criticisms from this demographic often center on improving efficiency and social justice within the existing political framework, rather than advocating for a regime change.

Germany

In 2017, Andreas Reckwitz described two middle classes in Germany: the new middle class and the old middle class. The new middle class consists primarily of “highly qualified academics in large cities with good career prospects, especially in the knowledge economy”. Although this new middle class has a high ecological footprint, for example due to frequent air travel, it nevertheless considers ecologically responsible behavior to be important. The old middle class are “people with a medium level of education, often in small-town rural regions, who tend to be conservative and traditional in their attitudes and lifestyles.”

India

Estimates vary widely on the number of middle-class people in

India India, officially the Republic of India, is a country in South Asia. It is the List of countries and dependencies by area, seventh-largest country by area; the List of countries by population (United Nations), most populous country since ...

. A 1983 article put the Indian middle class as somewhere between 70 and 100 million. According to one study the middle class in India stood at between 60 and 80 million by 1990. According to ''The Economist'', 78 million of India's population are considered middle class as of 2017, if defined using the cutoff of those making more than $10 per day, a standard used by the India's National Council of Applied Economic Research. If including those with incomes between $2 and $10 per day, the number increases to 604 million. This was termed by researchers as the "new middle class". Measures considered include geography, lifestyle, income, and education. The World Inequality Report in 2018 further concluded that elites (i.e. the top 10%) are accumulating wealth at a greater rate than the middle class, that rather than growing, India's middle class may be shrinking in size.

Africa

According to a 2014 study by Standard Bank economist Simon Freemantle, a total of 15.3 million households in 11 surveyed nations of Africa are middle class:

Angola Angola, officially the Republic of Angola, is a country on the west-Central Africa, central coast of Southern Africa. It is the second-largest Portuguese-speaking world, Portuguese-speaking (Lusophone) country in both total area and List of c ...

Ethiopia Ethiopia, officially the Federal Democratic Republic of Ethiopia, is a landlocked country located in the Horn of Africa region of East Africa. It shares borders with Eritrea to the north, Djibouti to the northeast, Somalia to the east, Ken ...

, Ghana,

Kenya Kenya, officially the Republic of Kenya, is a country located in East Africa. With an estimated population of more than 52.4 million as of mid-2024, Kenya is the 27th-most-populous country in the world and the 7th most populous in Africa. ...

Mozambique Mozambique, officially the Republic of Mozambique, is a country located in Southeast Africa bordered by the Indian Ocean to the east, Tanzania to the north, Malawi and Zambia to the northwest, Zimbabwe to the west, and Eswatini and South Afr ...

Nigeria Nigeria, officially the Federal Republic of Nigeria, is a country in West Africa. It is situated between the Sahel to the north and the Gulf of Guinea in the Atlantic Ocean to the south. It covers an area of . With Demographics of Nigeria, ...

, South Sudan, Sudan, Tanzania,

Uganda Uganda, officially the Republic of Uganda, is a landlocked country in East Africa. It is bordered to the east by Kenya, to the north by South Sudan, to the west by the Democratic Republic of the Congo, to the south-west by Rwanda, and to the ...

, and Zambia. In

South Africa South Africa, officially the Republic of South Africa (RSA), is the Southern Africa, southernmost country in Africa. Its Provinces of South Africa, nine provinces are bounded to the south by of coastline that stretches along the Atlantic O ...

, a report conducted by the Institute for Race Relations in 2015 estimated that between 10% and 20% of South Africans are middle class, based on various criteria. An earlier study estimated that in 2008 21.3% of South Africans were members of the middle class. A study by EIU Canback indicates 90% of Africans fall below an income of $10 a day. The proportion of Africans in the $10–$20 middle class (excluding South Africa), rose from 4.4% to only 6.2% between 2004 and 2014. Over the same period, the proportion of " upper middle class" income ($20–$50 a day) went from 1.4% to 2.3%. According to a 2014 study by the German Development Institute, the middle class of Sub-Saharan Africa rose from 14 million to 31 million people between 1990 and 2010.

Latin America

Over the years estimates on the size of the

Latin America Latin America is the cultural region of the Americas where Romance languages are predominantly spoken, primarily Spanish language, Spanish and Portuguese language, Portuguese. Latin America is defined according to cultural identity, not geogr ...

's middle class have varied. A 1960 study stated that the middle strata in Latin America as a whole, exclusive of Indians, constituted just under 20% of the national society. A 1964 study estimated that 45 million Latin Americans belonged to the urban middle class while 15 million to the urban well-to-do and 8 million to the rural middle class and well-to-do. In

Brazil Brazil, officially the Federative Republic of Brazil, is the largest country in South America. It is the world's List of countries and dependencies by area, fifth-largest country by area and the List of countries and dependencies by population ...

, according to one estimate, in 1970 the lower middle class comprised 12% of the population, while the upper middle class comprised 3%. In the mid-1970s it was estimated by one authority that the Brazilian middle class comprised between 15 and 25% of the population. A 1969 economic survey estimated that 15% of Brazilians belonged to the middle class. By 1970, according to one study, the middle class of

Argentina Argentina, officially the Argentine Republic, is a country in the southern half of South America. It covers an area of , making it the List of South American countries by area, second-largest country in South America after Brazil, the fourt ...

comprised 38% of the economically active population, compared with 19% in Brazil and 24% in

Mexico Mexico, officially the United Mexican States, is a country in North America. It is the northernmost country in Latin America, and borders the United States to the north, and Guatemala and Belize to the southeast; while having maritime boundar ...

. A 1975 study on Mexico estimated that the middle class in 1968 (defined as families earning between 2,000 and 5,000 pesos annually) comprised 36.4% of the population, while the upper class (defined as families earning over 5,000 pesos annually) comprised 9.4% of the population and the lower class (defined as families earning less than 2,000 pesos annually) comprised 53.9% of the population. According to a study by the World Bank, the number of Latin Americans who are middle class rose from 103 million to 152 million between 2003 and 2009.

Russia

In 2012, the "middle class" in

Russia Russia, or the Russian Federation, is a country spanning Eastern Europe and North Asia. It is the list of countries and dependencies by area, largest country in the world, and extends across Time in Russia, eleven time zones, sharing Borders ...

was estimated as 15% of the whole population. Due to sustainable growth, the pre-crisis level was exceeded. In 2015, research from the Russian Academy of Sciences estimated that around 15% of the Russian population are "firmly middle class", while around another 25% are "on the periphery".

References

External links

*

* NOW on PBS

Are politicians listening to middle-class families on the edge of economic collapse?
Contains estimates on the size of the middle class in various countries

Contains estimates on the size of the middle class in Latin America and other countries

Contains Contains estimates on the size of the middle class in Africa, based on various definitions

Includes details of the percentage of middle class persons in various parts of the world from 1960 to 2000
{{DEFAULTSORT:Middle Class 1740s neologisms Social classes