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Low Fertility: Causes, Prospects, and Economic Consequences

Paper Session

Tuesday, Jan. 5, 2027 1:00 PM - 3:00 PM (EST)

Marriott Marquis Washington DC
Hosted By: American Economic Association
  • Chair: David Weil, Brown University and NBER

Does Low Fertility Rebound at High Human Development and Gender Equity?

Dean Spears
,
University of Texas-Austin
Yu-Chieh Hsu
,
United Nations Development Programme
Diane Coffey
,
University of Texas-Austin
Pedro Conceição
,
United Nations Development Programme
Michael Geruso
,
University of Texas-Austin
Josefin Pasanen
,
United Nations Development Programme

Abstract

Global fertility has fallen to historically unprecedented lows alongside advances in human development worldwide. We document a parsimonious regularity: The UNDP's Human Development Index, which combines information on incomes, education, and health, robustly predicts countries' period total fertility rates. A parsimonious log-linear model fits the data well and provides no evidence that fertility rebounds at the highest observed levels of development. Nor does fertility rebound at high levels of any of the indices of gender equity and progress developed by the UNDP. Looking to the future, these results challenge the fertility-recovery assumptions embedded in major population projections.

Understanding the U.S. Fertility Decline: Evidence from a New Survey

Melissa Kearney
,
University of Notre Dame and NBER
Riley Wilson
,
Brigham Young University

Abstract

U.S. fertility rates have fallen to historic lows, yet the reasons for this decline remain poorly understood. This paper presents evidence from a new national survey designed to measure Americans’ attitudes, expectations, and aspirations regarding marriage, parenthood, and family life. The survey elicits information about young adults' relationship and fertility intentions and expectations; perceived barriers to marriage and parenthood; views about the value of marriage and children; and anticipated trade-offs among family, career, financial security, and other life goals.

Costly Cities, Few Children: The Geography of Low Fertility in Korea

Costas Arkolakis
,
Yale University and NBER
Jun Hee Kwak
,
Sogang University
Jaemin Woo
,
Brown University
Hyunjoo Yang
,
Sogang University

Abstract

We use novel credit and mobility data, alongside census records and surveys, to study the geography of South Korea's fertility decline. Fertility is lowest in large cities. In 2023, Seoul's total fertility rate was 0.55, compared with 0.72 nationally. Parents in Seoul spend 8.2 percent of household income on each child's private education, nearly twice the rural share. Higher income and assets are associated with higher birth rates within counties. Nationwide, child-rearing has grown more time-intensive, even as women's labor-force participation has risen. To evaluate the impacts of pronatalist policies, we build a dynamic spatial equilibrium model in which households jointly choose location, commuting, fertility, and investment in children's education. The model shows that policies targeting Seoul alone can lower national fertility by drawing households into a low-fertility region. By contrast, a nationwide cut in per-child education costs by 5 percent of income raises completed fertility by 7 percent, and by 9 percent when combined with parental subsidies funded by a 5 percent tax on nonparents.

Economics and Pronatalism: A View over 120 Years

David Weil
,
Brown University and NBER

Abstract

Low birth rates in developed countries, along with the questions of how they affect the economy and whether policy should attempt to raise them, have recently attracted intense attention. This paper briefly surveys the last 120 years of economists’ thinking about low fertility as a problem, starting with a session at the AEA’s 1906 annual meeting on “Western Civilization and the Birth Rate.” Three themes that have persisted over this period are, first, that low birth rates are intertwined with women’s changing social and economic roles; second, that the privately chosen fertility is not necessarily socially optimal; and third, that there is a tradeoff between fertility and immigration. Early 20th-century economists expressed concern about low birth rates in unapologetically eugenic terms, a perspective absent from current academic analysis. The related issues of the SES gradient in fertility and whether pronatalist policies might encourage less desirable births were actively discussed in 1906 and have some echoes today. During this period, the Malthus/Ricardo view that lower fertility beneficially reduces the ratio of people to resources was gradually replaced by a Smithian one that emphasizes specialization and market size, as well as an appreciation for the impact of population size on the speed of technological progress. Contemporary concern about low birth rates focuses heavily on the dependency burden of population aging, particularly the viability of public pensions and the political economy of their reform. With low birth rates apparently persisting, interest in this issue is likely to increase, both because of growing fiscal stress from population aging but also because fertility, and the future that children represent, are such fundamental elements of people’s outlook on life.  
JEL Classifications
  • J1 - Demographic Economics