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Tanel Kerikmäe, Archil Chochia, and Max Atallah
Integration with the European Union has been far less distressing for the three Baltic States than for numerous other accessing countries owing to their strong societal impetus to (re)join Western political, economic, and legal culture after they regained their independence from the Soviet Union in 1990. However, the accession of these states—Estonia, Latvia, and Lithuania—had several distinctive features related to constitutional background and settings, which heavily influenced problem solving between government and the EU institutions.
In general, the controversial issues regarding how to solve the problems with supranational power have never been dramatic with regard to the Baltic States, which leads to the assumption that often the governments have taken rather compliant positions. The latest cases, such as the European Stabilization Mechanism, indicate the change in paradigm: the three Baltic States are more aware of the margin of appreciation and actual borderlines between policy making- and decision making.
Today, in setting up an EU-related agenda, more skills than previously are needed in finding allies and choosing partners. The road the Baltic States took in joining the EU was a difficult one, nor has their role in the EU been easy. Should a small state with a big initiative be allowed to mentor other member states regarding that initiative, meaning in particular Estonia and its digital development?
Another peculiar aspect of the Baltic States is their (inter)relationship with Russia. Considering themselves a bridge between East and West, the Baltics have been active in Eastern Partnership and Development Aid initiatives and have also spoken out strongly against intervention in Georgia and Ukraine. This position sometimes complicates any EU attempt to achieve consensus on foreign policy.
The banking union is considered to be one of the main steps in economic integration in the European Union. Given the rather recent establishment of this policy, academic research on the banking union does not have a long lineage, yet it is an area of bourgeoning academic enquiry. There are three main “waves” of research on the banking union in political science, which have mostly proceeded in a chronological order. The first wave of scholarly work focused on the “road” to banking union, from the breaking out of the sovereign debt crisis in the euro area in 2010 to the agreement on the blueprint for the banking union in 2012, explaining why it was set up. The second wave of literature explained how the banking union was set up and took an “asymmetric” shape, whereby banking supervision was transferred to the European Central Bank (ECB); however, banking resolution partly remained at the national level, whereas other components of the banking union, namely, a common deposit guarantee scheme and a common fiscal backstop, were not set up. The third wave of research discussed the functioning of the banking union, its effects and defects. The banking union has slowly brought about significant changes in the banking systems of the member states of the euro area and in government–business relations in the banking sector, even though these effects have varied considerably across countries.
A major challenge for countries that emerge from civil war is the stabilization of the post-conflict order in a way that fighting does not break out again. Recent empirical and theoretical work on the resolution of civil wars and on the duration of peace strongly rely on the bargaining framework of war emphasizing information asymmetries and commitment problems as main reasons for why in some states civil wars recur repeatedly, whereas in other societies a conflict ends and a transition to a peaceful society is successful. The length of peace spells depends partly on information about the distribution of power that became available during the conflict, captured by the duration and intensity of the fighting as well as the type of conflict ending. Information problems are more relevant at earlier stages and with regard to the initiation of negotiations. In finding bargaining deals and securing their implementation, the conflict parties have to overcome commitment problems. The literature has investigated in more detail third-party security guarantees and power-sharing arrangements as mechanisms to get conflict parties to credibly commit to and adhere to a negotiated agreement. Recently, empirical research moved beyond the conclusion of peace agreements to the study of their implementation. Particular challenges for a peaceful order are the demobilization of ex-combatants, which is aggravated by time-inconsistency problems, the timing of elections, and the redistribution of economic resources. Finally, solutions become more difficult in multiparty conflicts and if the armed groups are fragmented.
Bargaining Theory, Civil War Outcomes, and War Recurrence: Assessing the Results of Empirical Tests of the Theory
Caroline A. Hartzell
Once ended, a significant number of civil wars recur. One influential empirical international relations theory on which scholars have drawn in an effort to provide an explanation for this phenomenon is the bargaining model of war. Devised initially for the study of interstate war, the theory posits that bargaining problems may prevent belligerents from reaching a deal that enables them to avoid a costly war. Bargaining problems also have been identified as contributing to the recurrence of armed intrastate conflict. Working within the framework of bargaining theory, a number of scholars have claimed that the most effective way to inhibit a return to civil war is to end the conflict via military victory as such an outcome is thought to help solve key bargaining problems. However, a growing number of empirical tests cast doubt on this proposition. An analysis of the results of these tests as well as new scholarship on civil war termination highlight some of the limitations inherent in employing a theory devised for the study of interstate war to analyze questions related to civil wars.
The idea that states should provide a means-tested guaranteed minimum income for citizens who are unable to meet their basic needs is widely shared and has been a central component in the evolution of social citizenship rights in existing welfare states. However, an increasing number of activists and scholars defend the more radical option of establishing a universal basic income, that is, an unconditional income paid to all members of society on an individual basis without any means test or work requirement. Indeed, some political philosophers have argued that basic income is one of the most important reforms in the development of a just and democratic society, comparable to other milestones in the history of citizenship rights, such as universal suffrage or even the abolishment of slavery. Basic income or similar ideas, such as a basic capital or a negative income tax, have been advanced in many versions since the 18th century in different parts of the world and under a great variety of names. However, while these were previously often isolated and disconnected initiatives, basic income has more recently become the object of an increasingly cumulative research effort to shed light on the many aspects of this idea. It has also inspired policy developments and given rise to experiments and pilot projects in several countries.
Belgium is one of the six founding members of European integration, but it is often seen as a special one. In both policy and research, the country is widely known as the “heart of Europe.” It even sells itself to the outside world in this way. This metaphor has a double meaning, a literal and a figurative one. First, Belgium’s capital, Brussels, qualifies as the unofficial capital of the European Union. This meaning is strongly supported by facts, with the city hosting the most numerous and the most important institutions. The second meaning requires more detailed consideration. Indeed, and second, Belgium is perceived to be the most European of all European countries, even prepared to exchange sovereignty for supranationalism at any time and any price. A closer look at data, decisions, and developments shows, however, that while support for European integration is widespread, it is not omnipresent either in time or in place. Particularly in Flanders, the northern part of the country, support has been less obvious than elsewhere.
Indeed, to understand Belgium and/in the European Union, one also has to understand the functioning of Belgium as a federal state composed of communities and regions, thus as a system of multilevel governance. While it is not the only federation among European Union member states, it uniquely combines a wide variety of federal characteristics. Most importantly here, the gradual process of federalization that Belgium has experienced has given the federated entities a strong voice in European Union decision-making. Member states still need to speak with one voice, however, resulting in a complex system of coordination and representation. The possibilities and realities of this system have attracted quite a lot of scholarly interest. The same goes for the rather fundamental question of whether the European Union and federated entities should be seen as unintended partners in the hollowing out of the federal state or whether the opposite holds true and the European Union is coming to Belgium’s rescue. The jury is still out on this, though the answer seems to be growing more and more complex as time passes.
Mark Schafer and Gary Smith
How do the beliefs of leaders affect foreign policy decision-making processes and outcomes? This question has been central to the study of foreign policy decision making (FPDM), yet it receives scant attention in the broader international relations literature. Although many controversies and debates surround the issue of specifically how political leaders’ beliefs affect foreign policy decisions and outcomes, there is one key assumption in this literature that is universally accepted: leaders matter. Individual leaders, their unique beliefs, and their distinctive cognitive limitations affect both the quality of the decision-making process and the direction of the foreign policy outcomes. The beliefs and images leaders hold act as powerful frames and limitations to incoming information. Despite the rich history of the field, scholars who study beliefs still have much more work to do to expand the generalizability of the qualitative findings in the literature. Scholars need more data, deriving from more sources, for more leaders, so that they can generate larger and more comprehensive datasets. Indeed, there is a great opportunity to expand this field of research and to paint a clearer picture of the decision-making process.
Waltraud Queiser Morales
Bolivia is in the process of consolidating 36 years of democracy amid important reforms and challenges. Despite a history of colonialism, racist oppression of the indigenous majority, and a national revolution and military reaction, the democratic transition to civilian rule and “pacted” electoral democracy among traditional political parties was established in 1982. The governments of pacted democracy failed to fully incorporate all of Bolivia’s citizens into the political process and imposed a severe neoliberal economic model that disproportionately disadvantaged the poor and indigenous. The constitutional popular participation reforms of 1994–1995 altered the party-dominated pacted democracy and opened up the political system to the unmediated and direct participation of indigenous organizations and popular social movements in local and national elections. Grassroots political mobilization and participation by previously marginalized and excluded indigenous groups and social movements, and the election of their candidates into office increased significantly. Indigenous and social movement protests erupted in the Cochabamba Water War in 2000 against the multinational Bechtel Corporation, and in the Gas War in 2003 against the export and exploitation of Bolivia’s natural gas. These mass demonstrations resulted in the turnover of five presidents in five years. The social and political agitation culminated in the game-changing, democratic election in December 2005 of Juan Evo Morales Ayma, as Bolivia’s first indigenous-heritage president.
In office for 14 years, longer than all previous presidents, Morales and the Movement Toward Socialism party launched the “Refounding Revolution,” and passed the new Constitución Política del Estado (CPE), the progressive reform constitution that established a multicultural model of plurinational democracy. The Morales-MAS administration provided unprecedented continuity of governance and relative stability. However, amid charges of interference, relations deteriorated with the United States. And disputes erupted over regional and indigenous autonomy, and extractive economic development in the protected lands of native peoples, especially over the proposed road through the Isiboro Sécure National Park and Indigenous Territory (Territorio Indígena Parque Nacional Isiboro Sécure, TIPNIS). These conflicts pitted highlanders against lowlanders, and divided indigenous organizations and social movements, and the government’s coalition of supporters. Contested term limits for the presidency created another acute and ongoing challenge. President Morales’s determination to run for re-election in 2019, despite constitutional restrictions, further tested the process of change and the resilience of Bolivia’s indigenous and social movement-based democracy.
Abimbola O. Adesoji
Although the Boko Haram crisis started like other riots before it and was initially treated as such, its escalation and metamorphosis from ordinary religious protest to insurgency has given an air of notoriety and fatality to it in Nigeria and across the borders of Cameroon, Chad, and Niger. Despite being similar in orientation, philosophy, and modus operandi to the Maitatsine religious crises of 1980 to 1985 in Nigeria, the Boko Haram crisis is clearly marked out by its more virulent nature, its sophistication, the wider global attention it has attracted, its festering nature, and more significantly the seeming inability to bring it under control. Presented here are the views and perspectives of scholars on the origin and growth of the Boko Haram phenomenon in Nigeria, its philosophy and ideology, its strategies and tactics, and its progression from common religious crisis and eventual metamorphosis to insurgency. The highly volatile religious background from which the sect emerged and the central role played by Mohammed Yusuf in its nurturing and growth are discussed. Also discussed are the impact of Salafism and the writings of Ibn Taymiyya, among others, on the sect and the motivation it derives from the global jihad movement. The article examines and appraises the Nigerian government approach in seeking to contain the group and situate it in the context of the African states and global coalition against terror and discusses why the central government has struggled to firmly contain the group.
The central role played by Mohammed Yusuf in the evolution and growth of the sect is brought out in the first part of the article. Pertinent was the influence of individuals and groups on Yusuf’s beliefs and activities aided by his demagoguery. His group’s abhorrence of Western education and lifestyle as well as rejection of democracy as a form of government and justification of violence, aided by Salafist thoughts and writings, form the kernel of the next section on philosophy and ideology. The third section, on transformation and changing strategies, discusses the factors in the escalation of the crisis, its various manifestations, and the growing global link of the sect resulting from its brutal suppression in 2009. The various measures devised to contain the sect and its effectiveness or otherwise are presented. A final section discusses the efforts made by the group to integrate itself into the global jihad movement as well as government response, particularly at the regional level, to defeat it.
African borders, which mostly follow the contours of the former colonies, are widely regarded as artificial and yet have enjoyed remarkable longevity. On the one hand, there have been relatively few serious secessionist and/or irredentist bids. On the other hand, a limited number of border disputes have been settled and mostly without recourse to conflict. This is often attributed to the willingness of states to accept the principle of the intangibility of borders inherited from colonialism and the associated legal principle of uti possidetis. Most claims to secession are based on a preexisting sense of territoriality, whereas there are relatively few that are premised on the rights of peoples to self-determination. It has been pointed out that claims to secession are often tabled as a bargaining position rather than as a nonnegotiable demand. However, the secession of South Sudan has created a genuine precedent, and there has been an upsurge of secessionist movements that reflects this reality. In addition, there has been a proliferation of fresh border disputes, which reflects the increased competition for valuable resources such as oil. This would suggest that some of the landscape of border politics is undergoing a shift.
However, a number of factors continue to work in favor of the reproduction of existing borders. Paradoxically, the fact that guerrilla insurgencies tend to breed in borderlands, from where movements either aspire to take over the existing state or seek to carve out zones of de facto control, means that the borders themselves are not challenged. War economies depend on transboundary flows in which local populations themselves are deeply invested. Moreover, the flight of displaced populations and refugees toward borders may create greater insecurity at the margins but also tends to reinforce borders in both a legal and a practical sense. Finally, the struggle to determine the basis on which trade and transport is managed involves associational actors operating at the national level. Equally, fishermen, herders, farmers, and other local actors frequently invoke national affiliations to justify their own right to exploit resources within border zones. At the border itself, one observes a convergence of international, national, and local political scales in a particularly striking manner.
Hanna Niczyporuk, Marko Klašnja, and Joshua A. Tucker
Corruption—the misuse of public office for private or political gain—has a detrimental effect on a variety of economic and political outcomes. Unfortunately, reducing corruption is a difficult task. Persistent differences exist across and even within countries, which unfortunately appear to be quite sticky, which scholars have referred to as the “corruption trap.” This trap can be understood as an equilibrium arising from the inability—and unwillingness—of key stakeholders to coordinate on actions that would reduce corruption. A rich literature has focused on coordination challenges among bureaucrats or between bureaucrats and private actors. We argue, however, for the importance of considering political factors in perpetuating these corruption traps. From this perspective, corruption traps can arise from coordination challenges and breakdowns among and between three key sets of political actors: incumbent politicians, the pool of possible political entrants, and voters. There are challenges faced by each set of actors, their interactions, and ways in which these challenges could potentially be overcome. Three particular processes may help or hinder the ability to break out of corruption traps: (1) collective action and coordination among voters, (2) strategic obstruction by incumbents, and (3) mechanisms of political selection and the availability of non-corrupt challengers.
In Europe, two budgetary treaties were adopted in 1970 and 1975, respectively. They changed the budgetary procedures on the founding treaties of the European Communities (EC). The main reason was the introduction of the concept of “own resources” in 1970 to replace national financial contributions. It was decided that customs duties, agricultural levies, and a certain percentage of the value-added tax (VAT) in the Member States should go to the EC budget. Since that would remove the budget control of the national parliaments, it was argued that the European Parliament should have budgetary powers. The argument was especially developed by the European Parliament. The Member States eventually accepted the argument, but with some hesitation, so in the end the Parliament got less than it demanded. The Member States focused on control and the Parliament focused on legitimacy. The Commission fought for its own prerogatives.
Apart from empowering the European Parliament, the second budgetary treaty in 1975 also created the European Court of Auditors. And prior to the signing of the treaty, the institutions (Commission, Council, and Parliament) had also agreed to introduce a conciliation procedure as a part of the budgetary process. This was done by an inter-institutional agreement outside the new treaty.
Tracing the processes of adopting the two treaties shows that there was a great deal of inter-institutional bargaining, but also inter-governmental bargaining within the Council of Ministers, where France arguably was the “laggard” in 1970, joined by Denmark in 1975, after the first enlargement in 1973. The United Kingdom, preoccupied with its renegotiation of membership and a referendum in June 1975, had a relatively low profile in the negotiations.
Scholars have debated the explanatory power of the liberal intergovernmental approach (with emphasis on the role of the Member States), contrasting it with some institutionalist approach considered better suited to explaining these treaty reforms. Leading scholars have especially applied sociological and historical institutionalism.
Bulgaria joined the EU in 2007, yet neither its road to membership nor its time in the Union have been easy. In the 1990s and 2000s, the accession process provided an impetus for political and economic reforms, but the EU’s famed transformative power worked unevenly. Bulgaria started its journey later than other countries in post-communist Europe, and had to deal with worse domestic and external political and economic impediments, and thus failed to close the gap with the wave of nations entering the EU in 2004. The sense of unfinished business paved the way to a post-accession conditionality regime, subjecting Bulgaria and Romania to special monitoring and regimenting them into a special category apart from other members. Despite efforts by successive governments in Sofia, the country has not made it into either the Schengen area or the eurozone’s antechamber, the Exchange Rate Mechanism (ERM-2). The limited progress in reforming the judiciary and combatting high-level corruption and organized crime has prevented Bulgaria from continuing its journey to the core of Europe, unlike some of the 2004 entrants from Central and Eastern Europe. Being part of the Union has not made a profound difference when it comes to deep ingrained ills such as state capture, and the lack of accountability and transparency in policymaking. Some critical areas have witnessed serious backsliding—notably the national media, where the EU has few formal competences or levers of influence.
Yet, Bulgaria’s EU membership should not be written off as a failure. On the contrary, it has delivered enormous economic benefits: increased growth, expanded safety nets in times of recession (especially after 2008), improved economic competitiveness, new opportunities for entrepreneurship, cross-border labor and educational mobility, and transfer of knowledge and skills. As a result, EU membership continues to enjoy high levels of public support, irrespective of the multiple crises it has gone through during the 2010s. Political parties by and large back integration, though soft Euroscepticism has made inroads into society and politics.
While the EU has had, caveats aside, a significant domestic impact, Bulgaria’s imprint on common institutions and policies is limited. It lacks the resources and political clout to advance its interests in Brussels. That generates risk in light of the growing divide between a closely integrated core and a loose periphery, likely to expand in the wake of Brexit. Bulgaria is affected by decisions in the eurozone but has little say over them. The absence of leverage is particularly striking in external affairs. Despite its geographic location, next to the Western Balkans and Turkey and in proximity to Russia and Ukraine, Bulgaria has rarely, if ever, been on the forefront of major decisions or policies to do with the EU’s turbulent neighborhood. At the same time, Bulgaria has been exposed to a series of crises affecting the Union, notably the antagonistic turn in relations with Russia after the 2014 annexation of Crimea and the influx of asylum seekers from the Middle East.
The Canadian LGBT movement has had enormous success in gaining political and legal recognition for sexual minorities—as much as any of its sister movements in other countries. This is especially remarkable because the sexual repressiveness of the Canadian social and political climate remained largely in place until the 1990s. And although activist groups across the country have had challenges in marshalling resources, mobilizing beyond the regional level, and overcoming internal inequities, advocacy pressure has been effective enough to produce a political sea change with few precedents in other issue areas. Starting in the 1990s, Canada experienced a country-wide “takeoff” in the formal recognition of sexual diversity, most dramatically in the legal status given to same-sex relationships. Even if a vocal minority of the general public opposed such moves, the acceptance of sexual minorities as legitimate members of the Canadian mosaic has become politically normalized.
Sexual diversity is far from being fully accepted, and those communities traditionally under-represented in the LGBT movement still face marginalization in a period of growing socioeconomic inequality. But the movement has made impressive gains, aided by social and institutional factors that have allowed activist leverage when the political winds blew in their favor. This success, however, presents new challenges, creating complacency within and beyond LGBT circles and increasing the difficulty of mobilizing people and resources.
The decline of religiously conservative opposition to the public recognition of sexual diversity in Canada has also created room for the movement to become more fragmented than it has been in the past. And yet there is still much need for advocacy. Socially conservative politicians are still pandering to public anxiety about recognizing sexual diversity. Activist attention is still needed in areas such as schooling, policing, social service provision, and immigration. Trans people, “two-spirited” Indigenous people, and sexual minorities within Canada’s large ethnocultural and religious minorities are often on the margins of their own communities, the broader society, and the LGBT movement itself.
From the early 1970s through the mid-2000s, the Canadian movement’s trajectory was similar to activism elsewhere. A “liberationist” period generated a long-lasting strand of radicalism alongside a slowly growing current focused on seeking rights through mainstream political channels (Adam, 1987, 1999). The analysis to follow first points to distinctive elements of the Canadian social and political context and then traces the evolution of what would become the LGBT movement from these early stages and into a period of legal and political “takeoff.” It points to strong commonalities in movement agendas, even across imposing regional lines, but also recognizes the challenges of mounting coherent movement responses to remaining inequities in a political environment so marked by activist success.
The role of candidates in shaping voting choice has generated much research—and at least as much controversy—since modern electoral behavior research began in the 1960s. Much of the controversy surrounds the personalization of politics and whether political systems—and especially parliamentary systems—are becoming more leader-oriented. Three fundamental changes in electoral behavior underpin the study of candidates and voting choice behavior: the declining impact of social structure on the vote; partisan dealignment, with voters drifting away from their traditional party attachments; and the decline in the mass memberships of political parties. Researchers argue that because of these changes, fostered by the growth of television, candidates have assumed a greater role in structuring the vote. While there is impressionistic evidence that leaders have become more important, empirical evidence of an underlying change in voter behavior is more difficult to identify. Accordingly, this essay focuses mainly on changes in the political context within which candidates operate, since we expect this to be the source of any change.
The design of political institutions shapes the level of attention that candidates receive, and that is especially the case with electoral systems. Electoral systems with fewer parties are more likely to focus voters’ attentions on candidates when compared to systems with larger numbers of parties. Weak party organizations coupled with partisan dealignment within the electorate can also alter the role and profile of candidates, although their impact is difficult to quantify. Changes in the mass media—and particularly the advent of television in the 1960s and the visual images on which it relies—are often viewed as the major cause of the personalization of politics. A new disruptive technology, the Internet, looks likely to stimulate additional political change for candidates and voting in the 21st century. Finally, what voters look for in their candidates appears to be stable both over time and cross-nationally and can be reduced to two overarching qualities: character and competence.
Capitalist peace theory (CPT) has gained considerable attention in international relations theory and the conflict literature. Its proponents maintain that a capitalist organization of an economy pacifies states internally and externally. They portray CPT either as a complement or as a substitute to other liberal explanations such as the democratic peace thesis. They, however, disagree about the facet of capitalism that is supposed to reduce the risk of political violence. Key contributions have identified three main drivers of the capitalist peace phenomenon: the fiscal constraints that a laissez-faire regimen puts on potentially aggressive governments, the mollifying norms that a capitalist organization creates; and the increased ability of capitalist governments to signal their intentions effectively in a confrontation with an adversary. Defining capitalism narrowly through the freedom entrepreneurs enjoy domestically, this article evaluates the key causal mechanisms and empirical evidence that have been advanced in support of these competing claims. The article argues that CPT needs to be based on a narrow definition of capitalism and that it should scrutinize motives and constraints of the main actors more deeply. Future contributions to the CPT literature should also pay close attention to classic theories of capitalism, which all considered individual risk taking and the dramatic changes between booms and busts to be key constitutive features of this form of economic governance. Finally, empirical tests of the proposed causal mechanism should rely on data sets in which capitalists appear as actors and not as “structures.” If the literature takes these objections seriously, CPT could establish itself as central theory of peace and war in two respects. First, it could serve as an antidote to the theory of imperialism and other “critical” approaches that see in capitalism a source of conflict rather than of peace. Second, it could become an important complement to commercial liberalism that stresses the external openness rather than the internal freedoms as an economic cause of peace and that particularly sees trade and foreign direct investment as pacifying forces.
Recent methodological work on systematic case selection techniques offers ways of choosing cases for in-depth analysis such that the probability of learning from the cases is enhanced. This research has undermined several long-standing ideas about case selection. In particular, random selection of cases, paired or grouped selection of cases for purposes of controlled comparison, typical cases, and extreme cases on the outcome variable all appear to be much less useful than their reputations have suggested. Instead, it appears that scholars gain the most in terms of making new discoveries about causal relationships when they study extreme cases on the causal variable or deviant cases.
The American Catholic Church has a long history in health care. At the turn of 19th century, Catholic nuns began developing the United States’ first hospital and health care systems, amassing a high level of professionalization and expertise in the field. The bishops also have a well-established record advocating for health care, stemming back to 1919 with the Bishops’ Program for Social Reconstruction, which called for affordable and comprehensive care, particularly for the poor and vulnerable. Moving into the latter part of the 20th century, the bishops continued to push for health care reform. However, in the aftermath of Roe v. Wade (1973), the American bishops insisted that any reform or form of universal health care be consistent with the Church’s teaching against abortion, contraception, and euthanasia. The bishops were also adamant that health care policy respect religious liberty and freedom of conscience. In 1993, these concerns caused the bishops to pull their support for the Clinton Administration’s Health Security Act, since the bill covered abortion as a medical and pregnancy-related service. The debate over health care in the 1990s served as a precursor for the United States Conference of Catholic Bishops’ (USCCB) opposition to the Obama Administration’s Affordable Care Act (ACA) and the Department of Health and Human Services’ (HHS) contraception mandate. The ACA also highlighted a divide within the Church on health care among religious leaders. For example, progressive female religious leadership organizations, such as the Leadership Conference of Women Religious (LCWR) and their affiliate NETWORK (a Catholic social justice lobby), took a different position than the bishops and supported the ACA, believing it had enough protections against federally funded abortion. Though some argue this divide lead to institutional scrutiny of the sisters affiliated with the LCWR and NETWORK, both the bishops and the nuns have held common ground on lobbying the government for affordable, comprehensive, and universal health care.
Christopher W. Hale
Historically, the Catholic Church in Latin America has supported conservative interests. It legitimized Spanish colonial rule and sided with traditionalist elites following Latin American independence. However, beginning in the mid-20th century, some within the Church engaged with social causes, and a new progressive theology inspired many priests and bishops to advocate politically on behalf of the poor. The resultant movement helped topple dictatorships, facilitated transitions to democracy, and developed as a result of three factors. First, liberation theology emboldened clergy to support the political causes of the poor and created an ideological frame encouraging Catholic laity to organize for social change. Furthermore, competition from new Protestant religions provided Catholic leadership with an incentive to support secular political movements and created an opportunity for political engagement through the Catholic Church. Finally, decentralization within the Church encouraged Catholic adherents to engage and develop organizational capacities at the grass-roots. Taken together, scholarly explanations emphasizing framing, opportunity, and resource mobilization create a compelling account of the development of progressive Catholic activism.
Less sustained theoretical attention has been given to assessing the dynamics of conservative Latin American Catholic advocacy. The Church consistently opposes abortion, divorce, the use of contraceptives, and gay marriage. Moreover, although the Catholic Church has enabled many women’s political movements, it suppresses efforts at liberalizing reproductive rights. Future research on Catholic advocacy in Latin America should identify additional pathways through which framing, opportunity, and resource mobilization influence conservative Catholic advocacy in the region. Additionally, the Church’s relationship with environmental issues is understudied. Finally, Latin America offers untapped potential to examine the complicated relationship between ethnicity, religion, and collective action.
Timothy A. Byrnes
The key to understanding the political role of the Catholic hierarchy is acknowledging that the leadership of the Catholic Church is remarkably well suited to participate at all levels of political contestation. Individual diocesan bishops often play active political roles in their specific contexts, generally framed around protecting the institutional interests of local churches, schools, and social service providers, as well as representing the social interests of Catholic communities in local political discourse and conflict. For their part, national conferences of bishops serve in many countries as vehicles for advancing the church’s positions within nationally defined policy debates and political contestation. These conferences have limited formal teaching authority according to Catholic ecclesiology. But in many contexts, these coneferences have come to play important roles as policy issues of interest to the Catholic hierarchy get played out on national rather than local political stages. Finally, the Pope, as leader not only of the transnational church but also of the sovereign entity of the Holy See is able to participate in world politics in ways that would be unthinkable for virtually any other religious leader. Enjoying formal diplomatic relations with over 180 countries and occupying a seat as Permanent Observer at the UN, the Holy See is deeply engaged in international diplomacy and firmly entrenched as a prominent element of global civil society.
In sum, it is precisely this institutional complexity and multileveled breadth that renders the Catholic hierarchy uniquely well positioned to play meaningful roles at all levels of politics: local, national, and global. Moreover, the multifaceted ways in which these levels of the church’s leadership structure interact with and intersect with each other also grant complexity, nuance, and pervasiveness to the hierarchy’s political role. The first requirement for scholars seeking to conceptualize and explicate this role, therefore, is to be careful about what we mean when we use the term “the Catholic hierarchy,” and to be cognizant of the many different “levels of analysis” at which the Catholic Church operates as a universal institution.