n° 9029 - CEPREMAP
Transcription
n° 9029 - CEPREMAP
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L'accent est mis sur la notion de groupe de référence (Akerlof [1982]) ou sur relIe de transaction de référence (Kahneman,Knetsch et Thaler [1986]). Mais ce groupede référenceou cette transaction de référenceest largementindéterminé.Commel'écrivent Akerlof et YelIen, "Les théories psychologiquesne nous donnentque peu d' indications pour déterminer les groupes de référenœ. Il y a trois possibilitésnaturelles: les individus peuventse compareravec ceux qui occupentdes postessimilaires dans la même entreprise,avec ceux qui occupentdes postes différents dans la même entreprise ou avec les salariés des autres entreprises" ([1990], p.259). Plus profondément, la déterminationdes situations de référence est largement dépendantedes événementshistoriques qui façonnent l'environnement des agents. En effet la notion de référence,qui est ici mobilisée, est plus proche de celle de normal ou d'habituel, que de celle, plus normative, dejuste. En particulier, le précédenty joue un rôle fondamental. Comme le soulignent certains auteurs, n'importe quelle configurationqui montre une tendanceà la stabilité peutêtre acceptéecommenormale. La référenceapparaît, dans ces raisonnements,comme une auto-productiondu système: la norme n'est jamais très loin de la moyenne."Des étudespsychologiquessur l'adaptation suggèrentque n'importe quel état desaffaires tend à être finalementaccepté,au moins au sensoù les autrespossibilités cessentd' être présentesà l'esprit. Des termesde l'échange, considérésinitialement comme iniques, peuvent, au cours du temps, acquérir le statut d'une transactionde référence... Les gensadaptentleur conceptionde l'équité aux normes qui commandentles comportementsréels" (Kahnemanet al., p.730-1). 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Lorsqu'on considère un jeu à n personnes comme dans le cas précédent, cela signifie que, s'il existe un petit nombre d'individus qui ne se conforment pas à la convention, ils obtiennentune utilité moindre que celle qu'ils eussentobtenueen suivant la convention. Cette propriété rend très problématiquela modificationdesconventions,commed' ailleurs le laissentsupposerles expériencesde changementde languesou de systèmesde mesure, pour ne prendre que ces exemplesextrêmes. Ce problème se pose avec d'autant plus d'âpreté que, conformémentau jeu JI, on se trouve dans une situation où la convention prévalente, à savoir CI, est inefficace au sensparétien. Dans ces conditions existent-ils processus internes permettant de modifier de manière endogène la convention existante?Nous allons analyserce cas d'un point de vue théorique avant d'étudier la réforme des salairesproposépar H. Ford en 1914. m -PEill -ON CHANGER DE CONVENTION? fi est éclairantd' aborderce problèmeen utilisant le vocabulaireet les concepts de l'économie évolutionniste. En effet la notion d'auto-renforcementd'une norme est au coeur de la notion d'équilibre évolutionnairementstable(EES), proposéepar J. Maynard Smith [1982] et reprise R. Sugden[1986] : "Un équilibre évolutionnairementstable est une forme de comportementtelle que, si elle est généralementsuivie au sein d'une population, tout petit grouped'individus qui en dévie réussitmoins bien que ceux qui la suivent" (p.91). Un EES résiste à toute stratégiedéviante pour peu que celle-ci ne soit suivie que par un faible nombre d'individus, d'où le terme d'évolutionnairementstable: une" mutation" qui n'affecterait que quelques individus ne saurait renverser le comportement dominant. Suivant Sugden, on peut alors définir une convention comme un EES dans un jeu qui en comporte au moins deux(7) .Cette nouvelle définition de la convention, qui recoupelargementl'ancienne, a l'intérêt de soulignerle caractèreautorenforçant de la convention: une fois établie, elle ne peut être "envahie" par petits groupes. Commentrendre compte alors, dans un tel cadre, des transitions historiques? Pour analyser cette question, nous partirons du modèle précédent. Pour obtenir une formalisation cohérente avec les analyses historiques des parties suivantes, nous le (7) Sugden(1989)91. Pour une comparaisonentre cettedéfinition, celle de Lewis et l'équilibre de Nash,cf. 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Il faut maintenants'interroger sur le destinde cetteinnovation: l'invasion des entrepreneurstraditionnelspar Henry Ford et seséventuelsimitateurs, va-t-elle conduire à la transitionvers la nouvelle conventionsalarialefordienne ? Comme on l'a déjà suggéré, l'histoire s'est chargéede canaliserla politique des 5 $ par jour dans une tout autre direction que celle imaginéepar Henry Ford. Vil -HEURS ET MALHEURS D'UN VISIONNAIRE...OU LES DIFFICULTES D'EMERGENCE D'UNE NOUVELLE NORME SALARIALE. C'est en effet la conclusion convergente des études disponibles que de soulignerla multiplicité des difficultés qui ont entravéla mise en oeuvre, puis la diffusion de l'innovation fordienne. Plutôt que de fournir un exposéchronologique, on se propose d'analyserquelquesunes des raisonsde ces blocages,des plus microéconomiquesà ceux qui concernentla sociétéaméricainedans sonensemble. L'impossibilité d' internaliser totalement les effets favorables des 5 $ par jour. L'innovation salariale d'Henry Ford est-elle l'équivalent d'une innovation proprement technologique, ne mettant en jeu aucun rendementd'échelle dynamique? Divers indiœs incitent à une réponsenégative.Tout d'abord, il sembleraitque l'innovation productive de Sorensenait très vite fait écoleà Détroit (D.A. Hounshell [1984], p. 218) : "La Ford Motor Companiea formé la communautétechniqueaméricainesur les chemins de la productionde masse"(p. 261), œ que confirme pour sapart R. Nelson [1990], p. 5. Au demeurant, l'exemple sera copié et amendé dans un grand nombre de pays industrialisés.Par contre, l'innovation salariale ne semblepas avoir connu, tout au moins immédiatement,le mêmesuccèsque la chaînede montage.En effet, le passagedu local au global est alors beaucoupplus complexepuisque les avantagesd'une politique de hauts salairesne peuventpas être totalementappropriéspar chacunedes entreprises,ce qui crée l'équivalent des configurationsdes jeux JO, JI ou 12 ou encore d'une situation de type dilemme du prisonnier, Cette conclusion est confortéepar une approcheplus analytique, utilisant les théoriesmodernesde la relation salariale(Encadré3). Les théoriesdu salaired'efficience '!OIdm~.I Jns ~Iq1UoA~l 1:J~dm! 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'sU!ow n~ ~no~ ~U~!l9W~ 9~9!JOS~1 lnod s~l ~nb s~d ~1"Bl~TqUI~S 'S9~U~S9ld~u~ww~P9J9ld UOP~U!PlOOJ ~P S~~!J!ldx~ S~lnP9JOld s~1 ~~ sJ!~~nOJ Sln~~J~ s~1 l!U~Al~~U! ~u~w~~IBl S~l1 'Bl~J s!'ew S~~OI!ds~s!ld~l1u~ 1P UOP'e1!W!IBd ~U~W~A!SS~l~Olds~d 'Bl~n~~JJ~1S ~U ~WS!PlOJn~ ~~~ss~d ~1 'uyug .uon~WWOSUOJ ~p S~IB!nW~l s~nbn~d s~1 1~W1Olsueltmod P1Od ~s!1d~ltU~ll ~p ~!goIO!JOS ~p 1u~w~~d~p ~I ~nb snId 1UO1~1m~1~wwOSUOJnp X!oqJ ~lq!I UO1t-eUI-eI:JOld -el t~ 9t1:J1lqnd-el ~p S~UIIP.q:Js~ np '~re1pUOUI~n~n~ ~puo~s -el s~ld-e ~Ul~pOUI ~1A~P ~pOUI t~ ~SS-eUI ~P UO1t-eUIUIOSUOO -el ~ ~ue:Juods snld dno:Jn~q uo1s9qp-e11 ~soddo 1s 'I;JUUOS1~ np SUOll~l!P S;JI Jed ~IQl1UO~ 1;J ~S!~~~ ;Jun ~ 1;Jjj;J ug: .s~ug!InOS ;Jl~!lAnO ;J!A 'BI ;Jp UOll'BS!~UllOU ;Jl1v1p 1U;J:J!l~UlSUOll!soddo S;J11n'Bxn;Jp 'uyug: .u1'8~1.I9me ln~t~rutsuO~ np re9P1,T ~lpU10r~1 ~Tqw~s ~11o~s1q,T'lnO~?p guoT un s~ld~ 's~1UU~~P xn~p no ~un s1nd~p ~u~snJJ1P~s s~TnwlOJ s~~ !Jo ~lns~w ~T suea '([Ç861] uewZ11~A\ "]'W) 0861 s~uue s~T suep ~~1nq~q?1 ~~? ~ 1nb ~~ PlOd Âlu~H ~~SodOld ~nb s~yold s~p ~u~w~ss~1~~u1IP ~nb111Tod ~T ~p ~~~u11s1P~~J 'Ç ~no~ ~~? s1uil-s~ma xn~ ~lAn~, T 'Ç ~u~w~A11~JJ~ ~UU~1plOJUO1~U~AUO~ ~T 'S~Wl~~ s~l~n~,p ua 'sue S1011~p ~lnp ln~1 treJ np '~;)~1 ~un lns uo1~~1fBn~~~1~uO~ ln~1 lnS tUO1~nUpUO;) xn~u1wou S~lreres s~1 '~g~q~.1 ~p S~Wl~t S~p~U1doU1 UOP~lOp9t9P~un ~ldw~x~ red tu~1Al~tU11s tU-etlnod 'Styold ~p S~Ap~SlOO s~1 tu~w~ll~lm~U t~ ~p~w~p ~1 ~p P~lg su1oW no snld ~WS1W'BUAp ~1 '~g~WQq;) ap xn~ np n-eaA1ual xed s9~~11~ ~uos s91:JO~9u sal1'eressal 's~paJ .~lldal1ua,l ap s~yold sap UO1~:JUOl ua ~ua1'ewlol~ s111sanb ~1W11 snld dno:Jn-eaq~las ~ln~:JUOruO:J ~1 ~ S~l1'eresS~P9~1I1q1su~s~I 'uyug S~l~~ S~p ~lAn~ snId ~I ~s~ ~n~llo~~s '~Y1renb snId ~I ~lAn~ 1p-U1'eW~I11U~~~1~p uye S~re1IBres u~ S1W ~U~W~~l-eI~UOs~slld~l1u~ S~pUB1~s~I1s ~wvw...~~uetlodW1 ~~ ~nb1qd~1~0'.}~ 9~1I1qow ~II~nooI SUBp sf.~d s~p un,I ~UO1~ln~W~p lÇ UO!11mImOSUO;): ;) (8861)ÀO~3'1 '1;) : ~:>Jnos "PL6I~UU1t.IJnod s~Iq1r!J1rA Âmmna : t, I~Ot tU~W~SS!t~AUJ b3:ANI ~~:)1!W -SI~J ~YOJd : 'H:O'H:d u~ 1U~m~SS!1~i\UJ: WANI aO!1:)opOJd: b : s;}.I!R}U;)~ldwo;) su°!1R}°N (L'6) l)3hN1 ('lOg'o-Ù+ = ÇLW'O (-NANI Z9['O + = ~ (8'V I~I'I -b 9OZ'( + (8'~) N x 1\\11 'lLE'O + 90'0 (6'E) (,,'~) 1"('!Id> 99"'0 + '!Id "LL'O + (D'OÙ tSO'o b :) Wg'O (E'~) (6'9) ~E8'E + lId N x M~ (6'S") b3ANI (s'v "L6IJ (t'V ~L61 L!70'O+ ('l'V VUI, 'l1'O + \-(lIOlId) vEv'O + (g'() tUII (L's) "() 918'0 + <L'~) (s'v -(N{)I) ssro + ~ El1'0 + S3WSINV:>3W xnV3A!lON L Il '0- N ~ ~d )( (~'~) = 'HO'Hd OOANI S"LS'O + (s'o) PI0'o- = (~'o) ~IO'O (E'v) =WANI "O3ANI «(9'0-0 (~'9) S"ZO'O <o'f;) o'W'o- = (0'0) VOOO '0 N =WANI + ;) OE9'0 = b (8'~) (NXA\W .') 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