Power and influence. Social classes and strata

Functional, reputational, sociocultural approaches to the social class structure

In the US, there is no formal, legally defined division into classes. Unlike Europe, here, in particular, there are no royal and noble titles (peer, lord). The absence of formally recognized classes reflects this society's desire to be a market-oriented meritocracy, a reflection of the belief in the "American Dream" as well as the traditional values ​​of hard work, enterprise and individualism. In reality, the actual social classes in the United States exist. Wealth, income, influence, lifestyle and social opportunities of people are the result of ownership of the productive, financial, cultural, social and human capital. Therefore, social class is often identified with socioeconomic status. There are several systems of social classification of American society, with the number of classes varying. The classics used in textbooks on consumer behavior include the functional approach of Gilbert and Kahl (1982) and the reputational approach of Coleman and Rainwater (1978) (Table 4.5).

Table 4.5. The social class structure of American society, 1978, 1982

functional approach, gilbert kahl, 1982 reputational approach, Coleman-Rainwater, 1978
Top Americans Capitalist class (1%). - Their investment decisions shape the national economy; income predominantly from inherited assets; connections with prestigious universities. Upper middle class (14%). Top managers, professionals, average businessmen; education (college); family income is twice the national average Higher Americans Higher highest (0.3%). - Society of capital and inherited wealth, aristocratic names. Inferior superior (1.2%). - A newer social elite emerging from the current professional, corporate leadership. Upper middle class (12.5%). - Other managers with education (college) and professionals; lifestyle focused on private clubs, recreation and the arts
Average Americans Middle class (33%). - White-collar middle level; the highest level of white-collar workers; education above school; income around the national average. Working class (32%). - Mid-level blue collars; lowest level white collar workers; income and education slightly below the national average Average Americans Middle class (32%). - Average paid white-collar workers and their white-collar friends; live in the “best part of the cities”; trying to do the "right thing". Working class (32%). - Average paid blue collar workers; lead a “working lifestyle” regardless of income, schooling and work
Marginal and Inferior Americans The working poor (11-12%). - Below the bulk of Americans in living standards, but above the poverty line; low-paid service workers, operators; education - several years of high school. The poor (8-9%). - Depend predominantly on the subsistence allowance system; living standards below the poverty line; irregularly busy; no school education Marginal and Inferior Americans Superior Inferior (9%). - Working; not on welfare; living standards slightly above poverty; behavior is rated as rude, tabloid/shoddy. Inferior inferior (7%). - On welfare, obviously stricken with poverty, usually unemployed (or having the dirtiest jobs); beggars / vagabonds, complete criminals

functional approach Gilbert and Kahl(1982) focuses on occupation, income level, living conditions, and identification with an ethnic or racial group. Coleman and rain water based their social class structure on "reputation," relying on imagination

zheniya man from the street. Reputational approach designed to reflect the popular notion and observation of how people interact with each other - as equals, superior or inferior in social status. The approach is based on personal and group prestige. Both social class structures divide American society into upper, middle, and lower Americans.

Although the functional and reputational approaches are based on different concepts, they are close in their estimates of the size of the three classes - top, middle, and bottom. Table 4.6 presents social media profiles. classes Coleman-Rainwater in terms of income, education and occupation for the period 1983. .

Table 4.6. Hierarchy of social class positions Coleman-Rainwater(1983)

social class Typical Profile
% population Income, USD Education Occupation
Higher Americans
supreme supreme 0,3 600 000 Master degree Chairman of the Board of Directors
Inferior superior 1,2 450 000 Master degree Corporation President
Higher Intermediate 12,5 150 000 medical degree ( higher education) Doctor
average americans
Middle class 32,0 28 000 College Senior high school teacher
Working class 38,0 15 000 secondary school assembly worker
Inferior Americans
superior inferior 9,0 9 000 Unfinished high school Cleaner
Inferior Inferior 7,0 5 000 Primary School Unemployed

Changes in the social structure of the United States (Table 4.7) [Arguments I, 2001] and other economically developed countries are associated with the transition during the 20th century. from industrial to post-industrial society, where information and information technologies become more and more valuable asset in comparison with material, natural and financial resources. Changes in the structure of the economy entail changes in the structure of employment and, accordingly, change status characteristics.



Table 4.7. Structure of employment in the USA, %

Of interest are the modern five-level social class structure presented in the multilingual Internet encyclopedia, 2004 (www.wikipedia.org/wiki/); structure proposed Abraham Trad, lecturer in the course of social anthropology at the University of Connecticut, USA (2004) (Table 4.8); as well as the nine-level structure of the cultural historian Paul Fussel(1992) (Table 4.9).

Table 4.8. The five-level social-class structure of the United States

Coleman-Rainwater, 1978 wikipedia, 2004 (www.wikipedia.org/wiki/) Abraham Trad, 2004 (www.connecticut.org)
Groups % classes Population, % Classes and subclasses Classes and subclasses Population, %
Top Americans - 14 supreme supreme 0,3 Upper class Upper class 1-3
Inferior superior 1,2
Higher Intermediate 12,5 Middle class Higher Intermediate Middle class Upper middle 10-15
Average Americans - 70 Middle class 32,0 Medium Medium lower middle 30-35
Working class 38,0 lower middle Working class 40-45
Bottom Americans - 16 superior inferior 9,0 lower class lower class 20-25
Inferior Inferior 7,0

Table 4.9. Nine-level social-class structure of the USA

social structure Paul Fussell, 1992 (sociocultural; more in lifestyle than income) (according to Paul Fussell, Class: A -Guide through the American Status ,System, 1992, touchstone, 1992, 208 p.
classes Characteristics
Invisible top (Invisible Top) Super rich, heirs to huge fortunes
Upper Class Wealthy celebrities and people who can afford servants
Middle class upper middle class (Upper-Middle Class) Self-made highly educated professionals
Middle class (Middle class) Office workers
Proletariat Upper proletariat (high prole) Skilled workers, union members
middle proletariat (Mid Prole) Factory and service industry workers
lower proletariat (low prole) Migrants - farm workers and casual workers
Dispossessed (Destitute) Homeless
invisible bottom (Invisible Bottom) Prison inmates

Russia obviously lags behind the United States in the level of development of information technologies and the scale of their use, in the standard of living of the bulk of the population, in the level of competitiveness of many goods and services on the world market. Our quite recently industrial-agrarian-feudal country, with difficulty keeping the pressure of the competition of free market economies, is looking for its own models of integration into world economy, built today according to the rules of the market. The social structure of an economically prosperous society can and should be a marketing benchmark as a economic level, and at the level of marketing activities of all market entities. We can say that the sphere of social responsibility of marketing in Russia should be the formation of the middle class as a majority, not a minority of the Russian population. The point is that marketing at the macro- and micro-levels of the economy should take into account the interests of transforming the social structure in Russia 30:70 (the ratio is average to low-income) into the opposite - 70:30, when the average is the majority of the country's population.

Differences in the social structure and "thickness" of the class layer of Western countries and Russia make themselves felt by the problems of marketing practices of foreign companies in the Russian market. So the products consumed by the middle class in the US, UK, Germany and other economically developed countries(cars-foreign cars, travel across Europe and overseas, apartments) are bought in Russia mainly by the upper class and the upper layer of the middle class. Annual trips to a neighboring country, a domestic-made car are quite affordable for a school teacher from Germany or the USA and not at all affordable for 90% of Russian teachers. This means that marketing programs designed for Western Europe and the USA, may have problems in Russia in such matters as the choice of the target segment and positioning of the product, the choice of a range of motives for communications and, accordingly, the achievement of the goal of sales volume.

Due to the relevance of class identification and self-identification of Russian consumers in the context of globalizing markets for goods, labor and capital, the social structure in the United States is of methodological interest for the development of marketing solutions in Russia (segmentation, positioning, branding, motivation, communications). Consider the main social classes of the structure proposed Cole man Rainwater in 1978 for the American Society . At the same time, we will also consider the current trends in the change in this social structure to date, echoing in our country as well.

Top Americans (14%)

This group of upper Americans (upper Americans) includes top class (upper class, the top of society, constituting 1-3% of the population) plus the upper middle class (upper-middle class, 10-15%).

Upper American = Upper Class (1-3%) + Upper Middle Class (10-15%)

Upper class consists of a diverse elite. Membership in one elite does not necessarily imply membership in another. Belonging to this class is due either to excessive wealth, or significant achievements, or celebrity (movie stars, politicians, musicians), but mostly inherited wealth. Capital and status in the USA are interconnected

on the. Capital breeds class, since people with unusually large capital are often sought after by others and can make profitable transactions. Unlike some European societies where the upper class is associated with the nobility, in the US capital can usually "buy" a person's path into some, though not all, elites. Class, in turn, generates capital, since individuals with social capital (connections, reputation, fame, authority) have easier access to other forms of capital.

Upper class members usually live within their own means and maintain a lasting advantage through social connections and interactions rather than hard work. (hard work). hard work , although exhibited by some members of the American elite, it is of secondary importance and entirely elective. In the employment market, members of the upper class can use, exploit, their connections to maintain coveted and prestigious employment positions with wages in excess of $200,000 a year, often accompanied by redundancy payments (“golden parachutes”) and at home, purchased by the company. Such employment positions are usually only available to people with upper class social connections. If they were occupied by members of the middle class , their wages would be about the same as for a traditional upper-middle-class professional job position.

The upper class as the top of society is often divided into two groups. The main criterion - the source of well-being - inheritance (highest highest) or one's own hard work (self made)(lowesthighest)

Higher Grade (1-3%) = Highest High (0.3%) + Low High (1.2%)

Upper upper class (upper-upper)(0.3%). These are members of aristocratic families (inherited wealth) that form the social elite. The holders of this social status usually form the core of the most prestigious clubs in the country, they are also sponsors of major social events. They provide leadership and funds for local communities (community) and civic activities, often serving as trustees of hospitals, colleges, and civic organizations. This is the capitalist class in the classification Gilbert Kahl.

Lower upper class (lower-upper)(1.2%) These are often “the new rich_- the new successful elite of the current generation” (i.e., in the first generation). This class is also called the corporate class (with orporate class). Corporate class families are relatively new in the concept of the upper upper class and are not yet

accepted by the upper stratum of the community. In some cases, their income is higher than that of higher upper class families. However, their consumption is more often visible, demonstrative and functions as a symbol of their social status. The families of this layer are the main buyers of big houses, luxury cars, expensive clothes, food, recreation and furniture.

The upper class makes up less than 3% of the population. However, since these strata are a visible symbol of social status, their behavior and lifestyle can influence individuals in the lower strata. Place of residence often plays a role in these two groups as it is a clear symbol of their status.

Upper middle class (upper-middle)(12.5%). This is the upper middle class. Consists of families with neither inherited marital status nor unusual wealth. These people do not have the social privileges of the upper class elite, but usually have access to high quality education. Their social position is achieved mainly due to their occupation and career orientation. Occupation and education are key aspects of this social stratum as it is made up of successful professionals, independent businessmen and corporate managers. Members of this class typically earn between $40,000 and $200,000 a year, although there may be variations. For example, a housewife married to a doctor, a student at a highly ranked college/school, or a university teaching assistant with a salary of $35,000 are in this group, despite their relatively low income. Also, since class is determined as much by job prestige as by wages, a $60,000 truck driver can only be placed in the middle middle class.

Members of the upper middle class have a prestigious profession - doctors, lawyers, engineers, architects and related education (master's degrees). The younger members of this class are popularly called yuppies. They buy nice houses, expensive cars, quality furniture, good wines. In their purchases, this class is guided by good taste, motivated more by quality, utility, and to a lesser extent by status. Women in this group are more likely than in other upper-class groups to work, be active, and tend to express themselves.

Although this segment of the American population is small, it is clearly visible and many Americans would like to belong to it. Since it is the object of desire for many, referring to this class is a good positional variable for many products.

Rice. 4.5. "Pull up" strategy targeting the middle class

Rice. 4.5 shows the "pull up" strategy (upward pull). This pull strategy works well for a high value clothing manufacturer. Such clothing is attractive to middle-class consumers seeking to improve their social status or embrace upper-middle-class lifestyle elements. However, as we shall see later, the pull-up strategy does not apply to all products or social classes.

Marketing and communication appeals to the social elite of the "old wealth" and to professionals and managers of the "new wealth" are often different. These differences apply to advertising, personal selling, public relations, and fundraising.

Average Americans (70%)

average americans (middle Americans) according to the scheme Coleman-Rainwater include two classes - the middle class and the skilled part of the working class.

Average Americans (70%) = Middle Class (32%) + Working Class (38%)

Middle class (middle class)(32%). The middle class is a relatively large white-collar group (white-collar workers office workers, school teachers), small business owners and highly paid blue collar workers (blue collar workers plumbers, factory overseers, bus drivers). Thus, the middle class represents the majority of the white collar group, small business owners and the blue collar upper class. Member of the upper middle class (upper middle class) from a member of the middle class (middle class) distinguishes the level of qualification/education and the prestige/highly paid occupation.

Members of the middle class have a substantial income and often have a college education and some managerial responsibilities. The core of the middle class is the college-educated white-collar or middle-income factory overseer who typically lives in modest suburban homes, eschews elegant furnishings, and is very likely to become involved in DIY projects. They represent a predominant target market for products and services such as home repair centers, garden supply stores, parts stores, and mouthwashes and deodorants.

With a limited income, they must balance their current consumption aspirations with their future economic security aspirations, taking into account their limited cash flows.

The middle class in the US is undergoing a "shrinkage". Informatization and automation of management functions and production reduces the need for office workers and production workers. The number of positions of employees in both corporations and the public sector in the 1990s decreased as a result of the "flattening" of organizational structures, the reduction of middle-level managers due to the electronization of part of information and management operations. This has led to the movement of part of the members of the middle class to places of part-time employment, lower qualifications and lower pay, as well as to small and family businesses. The decrease in the income of the part of the middle class that failed to adequately adapt to the new stage of informatization of society (to improve their qualifications) led to a decrease in the relative share of the middle class in American society. Part of the white-collar workers who managed to fit into the information technology revolution moved into the upper middle class of professionals - programmers, engineers, consultants.

In the interests of consumer analysis, the middle class is divided into adherents of traditions and those focused on more modern values. Traditionalists are more home and family oriented. Women take pride in their role as mothers and guardians of the home. They are oriented toward traditional, conservative values, such as pride in the proper preparation of food and satisfaction in raising their children. Non-traditional consumers in this group reflect the values ​​of the upper middle class because they are mobile up the social ladder. Women in this group are more likely to work, husbands and wives are more likely to make joint decisions, and place more importance on college education for children. The time-saving benefits of food preparation and household appliances are very likely to be attractive to middle-class non-traditionalists, but of little interest to traditionalists.

working class(38%). The working class is the largest social class segment of the US population in 1978, according to Coleman, Rainwater, and according to Coleman for 1983 - , although decreasing in relative size with the growth of informatization, automation and intellectualization of production. According to the American scientist with a worldwide reputation Peter Drucker, by 1990, workers (i.e. people "small" by making and moving physical objects) made up one fifth of all workers in developed countries, and by 2010 their share will be reduced to a tenth of all employed .

"The working class -" blue collar "- skilled and semi-skilled factory workers. The difference between a middle-class worker and a low-skilled worker is in a career perspective. The skills and abilities of semi-skilled workers are limited to one type of work. Although some households of this layer seek promotion, members of it are more tend to seek the security and protection of what they have Many "working class aristocrats" dislike the upper middle class and prefer products and shops positioned at their social class level They are consumers of pickups (trucks) and vans, hunting equipment, boats and beer Leisure, most likely - dominoes, cards, visits to relatives.

Workers depend on friends and relatives for emotional support and for distraction from uncreative work. Narrow focus and lack of self-expression at work lead to impulsive buying that interrupts a boring routine. This group buys for today more often than plans for tomorrow. Therefore, advertising that appeals to fantasy, a miracle, cut off from boring reality, is most often successful. . Interestingly, it was this type of consumers-workers in the regions of Russia that constituted the target segment of consumers of the Klinskoe beer brand of the company Suninterbrue in 2004

Since the working class is professionally distanced from the sphere of creation and dissemination of knowledge and information, its worldview is closer to the "old" traditionalism. The husband is most often the “breadwinner” and the decision maker, the wife is the housewife. While on average more than half of middle-class women work, for working-class women the figure is one-third.

Begins in the last quarter of the 20th century. the US manufacturing sector is undergoing massive contraction due to technological

progress and increased labor productivity per worker. Mechanical manual labor is becoming less necessary in the US with the growing availability of cheap foreign labor across the ocean, where laws protecting the worker are less stringent or non-existent. All this leads to a reduction in the proportion of the working class in the United States and other economically developed countries.

Bottom Americans (16%)

Lower Americans according to the scheme Coleman-Rainwater include two groups: upper lower and lower lower classes.

Bottom Americans (16%)

upper lower class (9%)

lower lower class (7%)

Upper-lower class(9%). These are the "working poor", poorly educated individuals with very low incomes and semi- or unskilled service jobs (cleaners, bottling workers, dishwashers).

Low education makes it difficult for members of this stratum to move to the best places of employment and, accordingly, in social status. Knowing the lifestyle of an even lower class, they tend to avoid slipping into it. This class is enslaved by low-class mass culture, megalomania, the fast food industry. However, there are retail chains targeted at this group as well.

Lower lower class (lower-lower class)(7%). This is the poor class. Income is very low and education is minimal. Differs from the upper lower class in irregular, casual work. People in this class often have an unpleasant working environment. This segment of society is often unemployed for a long period of time and is often the recipient state support and services provided by non-profit organizations.

Serving the poor was seen as a problem for the marketing system as a whole. However, completely ignoring this segment is unwise. It is important to at least assess the possibility of developing marketing strategies for this segment. The motivation for this decision is profit and/or social responsibility.

For lower-class families, moving up the social hierarchy is difficult. As a result, these people are frustrated and angry at their economic status and their inability to have their share of the "American dream."

The vast majority of the income of the lower class goes to rent and heating. This group also spends a disproportionate share of their income on food and medicine due to their lower income. Deprived of the means of mobility for comparative "shopping tours" of the suburbs, and being confined to poor urban areas, the lower class often pay higher prices for goods than other groups.

The study of various areas (parameters) of the status is carried out by marketing managers in order to determine which of these areas and how they affect the process of consumption of products - goods in material form, services, ideas.

4.5. Measurement of social status

American researchers in consumer behavior have developed many methods for measuring and describing social class. These methods are designed to correlate dependent variables of consumer behavior (such as product use, brand preferences, attitudes, store image and shopping experience) with social class independent variables.

The methods of researching a social class can be divided according to the nature of the participation of the researcher and the subjects in it into objective, subjective, and interpretive. Objective methods are based on objective, quantifiable socioeconomic status variables such as occupation, education, income. Subjective methods are based on the respondents' subjective perception of other people or themselves. The value of subjective methods for the analyst is limited for two reasons: a) respondents tend to inflate their own class positions, c) respondents avoid assessing the contextual criteria of the upper and lower classes, thereby exaggerating the size of the middle class. The interpretive method is based on the researcher's "reading" of society as a "text", using articles in the press and the Internet, TV programs, short stories, autobiographies, advertisements and other messages, including by monitoring the media. Given the specifics Russian society 1990s (approximateness of statistics, “obscurity” of the economy and actual data on employment and income), it should be noted that subjective and interpretive methods are relevant in Russia.

The most commonly used social class dimensions for marketing purposes are occupation, income, education, size and type of residence, property, and organizational affiliation. These parameters are significant in achievement-oriented societies based on political and economic democracy, in particular the United States. In countries and regions (including a number of CIS countries) that are not far from the ancestral stage of social development, and also where the inherited status is traditional, the parameter of origin is enhanced.

Nationality (race), age, sex and parental status are given to an individual from birth. In a society based on personal, individual achievements, these parameters are less significant for assessing social status.

American researchers have advanced further than others in modeling the social classes of consumers (as well as in marketing in general, due to the longest history of free market economy in this country). Due to the globalization of market relations, American models for assessing social status are increasing their relevance for Russian marketing. Consider the achievements of American researchers in measuring social classes.

So, there are two main approaches to measuring status:

Based on a single dimension, using a single criterion indicator of status;

A combination of several measurements, using a multicriteria (integral) indicator.

Single criteria indicators

Single criteria indicators (single-item indexes) assess social status based on one dimension. In fact, the overall status of an individual is determined by several dimensions. Therefore, single-criteria indicators are usually less accurate in predicting individual social position in society than well-designed multi-criteria indicators. However, single-criteria indicators allow one to assess the impact of a particular status dimension on the consumption process. There are three most common single-criterion dimensions: occupation, education, and income. The choice by a marketer of one of these criteria as the only one for measurement is determined by the specifics of the marketing task.

Occupied- the most widely used single-criteria indicator in marketing research. The answer to the question "What do you do?" allows you to evaluate and identify the individual, to draw a conclusion about his life style. Occupation is associated with education and income, although not completely.

The type of work performed and the type of people with whom an individual works directly affect the lifestyle preferred by that individual. These people interact and usually agree with FRIENDS with OTHER on the importance of various activities, interests and assets, as well as on the allocation of family resources for the implementation of related goals. People in the same employment group have similar access to lifestyle tools. leisure nature, Financial independence, knowledge and power are often common across employment categories.

Several approaches are used to assign ranks, or numerical values, to different categories of employment. One of the most famous is the socioeconomic indicator (socioeconomic index)(Table 4.10), developed Duncan(1985) . Noting the link between education and income and status, Duncan developed a scale of employment based on educational achievement and the income of individuals in a particular occupation. The weight given to each component is set so that the rating (value) given to each occupation is similar to the position attributed to that occupation by the general public.

Table 4.10. Socioeconomic Assessments of Individual Occupations in the United States (1985)

Education (education) is traditionally highly valued in the culture of developed countries. In the US, it serves as a predominant route for upward social mobility, and a similar trend is emerging in Russia. For many product categories (professional books and magazines, news releases of the NTV television company, production of the STS television channel), education is a direct measure of the consumer's status. Education is used as a component in several multi-criteria indicators. In addition, education can

influence the tastes, values ​​and style of information processing in the process of making consumer decisions.

The level of education can be assessed from junior high school to a scientific degree. Educational level correlates with both employment (position and place of work) and income. Education influences life style and therefore directly influences patterns (character) of consumption. However, education rarely provides an absolute explanation for consumption patterns. For example, US college graduates earning $30,000 and $100,000 a year are likely to have different lifestyles. In Russia, the gap in the level of income of specialists with a similar level of education (bachelor and graduate) reaches 5-7 or more times, which determines the difference in the life styles of people of the same educational level.

Income has traditionally been used as a measure of both purchasing power and status. Traditionally, the association of income with status is high. However, this association is not as strict today as it was in the past in both Russia and the United States. Correlation between income and education was 0.33, and between income and occupation was 0.4 (where 1.0 represents complete dependence of variables and 0 represents no dependence between variables).

Using the income indicator entails the problem of choosing which income to take into account:

Individual or family income,

Before or after taxes

Wage or total income (plus dividends on shares, interest on bank deposits).

Many individuals may not know exactly their income or may not want to disclose it. Therefore, if they answer the question, it is often incorrect, which reduces the reliability of the assessment.

The reliability of income as a measure of status is not absolute. High income may be accompanied by lower employment scores, for example, for infamous pop stars, highly paid athletes and fashion models.

Income is undoubtedly significant for maintaining a lifestyle. Higher status is associated more with high incomes than with low ones. However, income does not completely determine lifestyle. A university professor or lawyer can earn the same income as a truck driver, plumber, or pop musician. However, it is very likely that their consumption processes for the range of products will be different. Occupational income can be a measure of the consumption of a number of product categories, such as computers.

.Relative occupational class income - It is not uncommon to assess one dimension of status in conjunction with another. Thus, the relative income of an occupation class is the ratio of the total family income to the average income of other families in the same occupation class. For example, income in employment classes of a marketing manager, programmer, university teacher can vary several times, especially in Russia. If the class of occupation is seen as setting the basic lifestyle, then relative income determines the means for the desired lifestyle: excess funds, neither excess nor insufficient funds, insufficient. These three categories are considered as over-preferred, middle and under-preferred, respectively. The categorical affiliation of an individual is reflected in the structure and content of consumption.

An indicator close to the relative income of the occupation class is - subjective discretionary income. It shows how much money an individual has at his disposal for spending on insignificant things (trifles). .

The assessment of the value of this indicator can be carried out on a scale from 1 to 6 “agree/disagree” with the following statements:

No matter how fast our income grows, there is no way we can afford too much;

We spend more on whims than most of our neighbors;

Our family income is high enough to satisfy almost all of our important desires.

The “subjective discretionary income” indicator complements the reliability of the total family income indicator for predicting a number of purchases.

Multicriteria indicators

Multicriteria Indices (multi-item indexes) combine several indicators of social class. These indicators are formed on the basis of integrating estimates for single-criteria indicators. To build a multi-criteria indicator, the directions for measuring the status are selected (most often - occupation, education, income), then they are scaled with a scoring of the values ​​and the calculation formula is determined.

One of the old indicators is the indicator of social position hollingshead (Hollingshead index of social position), created in 1958 (Table 4.11) . This is a two-criterion

An indicator (based on the assessment of education and employment) that allows a low value of one parameter (for example, education) to be compensated for by a high value of another (occupation). Although the indicator is somewhat outdated, its example clearly shows the "mechanics" of multi-criteria quantitative identification of the consumer's social class.

T a b l e 4.11. Social position indicator Hollingshead(1958)


Description



Lesson scale (weight 7)

Top managers of large concerns, owners of large
business and leading experts

Business managers, medium business owners and professionals
lower level

Administrative staff, small business owners and young
our specialists

Clerks and sales workers, technicians and small business owners

Skilled manual workers

Machine operators and semi-skilled workers

unskilled workers

Educational scale (weight 4)

Professional (masters, Ph.D. and other degrees) 4-year college graduate (bachelor's degrees) 1-, 3-year college (including business school) High school graduate (12 years of school) 10-11 years of school (incomplete secondary school) 7-9 years of secondary school less than 7 years of school

The value of the indicator of social position (ISP score) = = (employment score x 7) + (education score x 4)

US History: A Handbook for Universities

Eduard A. Ivanyan

Foreword

Recently, the problem of creating new teaching aids and textbooks on the history of foreign countries has become especially relevant, since existing publications do not meet modern requirements for the quality of education and state educational standards of the second generation of higher professional education, approved by the Ministry of Education of the Russian Federation.

This publication is the first textbook on US history in Russian. For the first time in Russian educational literature, the main regularities were traced and the features of the historical development of the American state from the appearance of the first people in North America to the present (April 2003) were revealed. The stages of the formation of modern American society, the processes of modernization of its economic, social and political structures are analyzed in detail. A detailed description of US foreign policy is given, and the problems of American culture are also considered. Materials about prominent political and public figures of the USA are included. The structure of the book is determined by the chronological-problem principle. In the presentation of the material, the author tried to move away from tendentious approaches in assessing historical events, and at the same time - to avoid the "modernization" of the past.

The textbook is written on the basis of an analysis of extensive domestic and foreign scientific literature, taking into account the latest theoretical and methodological studies, modern approaches to the study of modern and recent history of foreign countries. A wide range of historical sources was used: official documents, memoirs, publications in periodicals, statistical materials. Particular attention is paid to legislative acts. The publication contains extensive illustrative material (maps, reproductions of paintings and drawings, photographic documents) from international public property funds, as well as from the author's personal archive. Geographical names, names of literary works, documents, names, etc. are given in the translation of the author.

US History is one of the books in the study kit, which also includes Reader on US History (2004). The historical documents and texts cited in the anthology are directly related to the course and are of great importance for the successful assimilation of the material.

The publication is intended for students of historical faculties of universities, pedagogical universities and institutes of foreign languages, where the course of modern and recent history of foreign countries is being studied, as well as for students of colleges, lyceums and gymnasiums of a humanitarian profile as study guide on country studies. In general, the book is intended for a wide circle of readers interested in the problems of history.

Introduction

Memories of my parents

The origin of Russian American studies as a special area of ​​regional studies took place in the second half of the 19th century. However, already at the end of the 18th - the first half of the 19th century. Americanists appeared in Russia, among which F. V. Karzhavin and P. P. Svinin can be attributed. Among the first Russian writers and poets who dedicated their works to America and figures of early American history are A. D. Kantemir, M. V. Lomonosov, A. P. Sumarokov, G. R. Derzhavin, I. A. Krylov, D. I. Fonvizina, A. N. Radishcheva, P. M. Karamzin, A. S. Pushkin and others.

In the second half of the XIX century. the number of researchers specializing in the United States in Russia is increasing. A prominent representative of the new scientific discipline was the jurist, Professor of Kharkov University D. I. Kachenovsky. Mining engineer and writer A. A. Skalkovskiy was distinguished by a wide range of interests and knowledge. Among others, he wrote the following books: "Mining legislation in the USA" (1876), "In the country of yoke and freedom: Traveling impressions" (1878), "Russian trade in the Pacific" (1883), "Foreign policy of Russia and the position of foreign powers » (1897). Economists and statisticians spouses I. I. Yanzhul and E. N. Yanzhul-Velyasheva are the authors of a number of works: “Production syndicates or business unions to regulate production mainly in the United States of North America”, “Teaching methods in primary schools USA", "American School: Essays on the Methods of American Pedagogy". They also own a large number of articles, including: “The Eden of Workers (American Statistics on American Workers)”, “A Comparative Essay on Primary Education in England, its Colonies and the United States of North America”, etc. Historian, lawyer, sociologist M. M. Kovalevsky, is also the author of works on American constitutional law and the history of the US Constitution, local self-government and agrarian problems in the United States, including "What is Parliament?" (1906). Honorary citizen of Moscow, professor at Moscow University, philosopher, lawyer and historian B. N. Chicherin is the author of a political science course, sections of which are devoted to the United States after the Civil War. Professor of Moscow University, who lectured on constitutional law and political history of the United States S. F. Fortunatov, is the author of the two-volume work "Political Doctrines in the United States" (1879). "Writer on political sciences" M. Ya. Ostrogorsky - the author of the study "Democracy and the Party System in the United States", published in 1903 in French, and in 1912 in New York in English, but not published in Russia during the life of the author. In 1927 and 1930 in Moscow, two volumes of his work Democracy and Political Parties, translated from French, were published. N. A. Borodin, a scientist and public figure, the author of the unique for his time work “The United States and Russia” (1915), can rightfully be attributed to the number of Americanists of a later period.

In the 19th century and during the first decades of the 20th century. no fundamental encyclopedic works on US history were published in Russia. The most complete information about the United States was contained in the articles "The United States of North America" ​​in the first edition of the Encyclopedic Dictionary of F. A. Brockhaus and I. A. Efron (1890-1907). The second edition of the dictionary was not completed, stopping in 1916 at the letter O.

Reference and informational articles "The United States of America", similar in scope and volume to articles in the publications of Brockhaus and Efron, were contained in three editions of the Great Soviet Encyclopedia (respectively 1926-1945, 1949-1958 and 1970-1978). The first fundamental reference book on the USA was published in 1942 under the editorship of F. N. Petrov, P. I. Lebedev-Polyansky and B. Yu. Slivker (2nd ed. - 1946). The decision to publish this handbook was explained by the fact that “in the conditions of the Second World War and the liberation struggle of the peoples of the USSR against the Nazi invaders, wide circles of the Soviet intelligentsia, especially political workers, commanders and soldiers of the Red Army and Navy, show an increased interest in life foreign countries".

The heyday of American studies as a special area of ​​regional studies began in the USSR after World War II, which was largely facilitated by the allied relations of the war years between the USA and the USSR. However, fundamental research on the United States, including its history, began to appear in the USSR only in the 1960s-1970s.

In 1972, the reference book "The United States of America" ​​was published under the editorship of A. V. Anikin, in which the economic and socio-economic problems of the United States were mainly covered. In 1989, the fundamental encyclopedic reference book "Modern United States of America" ​​was published under the editorship of E. A. Ivanyan, in the creation of which St. 100 authors and which is the most complete collection of information about the modern United States as of the end of the 80s. 20th century In 1991, the collective monograph "The United States of America", dedicated to the US economy, was published. The first English-Russian linguo-cultural dictionary "Americana" was published in 1996 under general edition G. V. Chernova. The dictionary contains detailed encyclopedic information about the United States - more than 20 thousand articles on history, state, economic and social structure, literature, art, etc. It also includes data on prominent figures in American history, science and culture. In 1999, a similar dictionary by E. D. Tomakhin "USA" was published, containing St. 10 thousand dictionary entries.

However, neither in pre-revolutionary Russia, nor during the years of Soviet power, did there exist a domestic textbook on the modern or recent history of the United States, intended for students of higher educational institutions. His role, with varying degrees of success, was replaced by monographs: “Essays on the History of the United States: From the Discovery of America to the End of the Erazhdansky War” by A. V. Efimov (1955), two-volume “Essays on the New and Recent History of the USA” edited by E. N. Sevostyanov (1960) , “Essays on US History” (1956) and “Recent US History” by L. I. Zubok (1972), “ recent history USA” by L. I. Zubok and N. N. Yakovlev (1972), “The Recent History of the USA” by N. V. Sivachev and E. F. Yazkov (1972). Of particular note is the fundamental four-volume "History of the United States" edited by E. N. Sevostyanov (1983-1987) and the three-volume "History of Russian America" ​​edited by N. N. Bolkhovitinov (1997-1999), as well as the "Encyclopedia of Russian-American Relations: XVIII-XX centuries.» edited by E. A. Ivanyan. In addition, studies of American historians I. A. Belyavskaya, N. N. Bolkhovitinov, R. F. Ganelin, I. P. Dementiev, A. V. Efimov, R. F. Ivanov, E. A. Ivanyan, E. P. Kuropyatnik, V. I. Lana (Kaplan), V. L. Malkov, A. S. Manykin, Yu. M. Melnikova, V. A. Nikonova, V. A. Pechatnova, E. N. Sevostyanova, L. Yu. Slezkina, V. V. Sogrina, A. I. Utkina, A. A. Fursenko, B. M. Shpotova and others. All these works have made a significant contribution to the study of American history, but due to their volume or concentration on its individual stages or aspects, they could not serve as a basic textbook on US history.

It should be noted that most of these really significant works for their time were published several decades ago, which could not but affect their content. A feature of almost all studies was the obvious prevalence of ideologically colored, class approaches to the description and evaluation of certain historical events, the exaggeration of the role of the labor and communist movement in the political and public life of the United States, and the underestimation of the personal factor. As a result, readers developed an exaggerated idea of ​​the influence of the so-called objective course of historical development, i.e., the predetermination of the future, which meant the inevitable victory of the theory and practice of building a socialist society throughout the world. The new and especially recent history of the United States has often been interpreted as a chain of events that once again proves the historical doom of capitalism.

The author of this textbook, and he himself did not escape the 70-80s in his writings. ideological prejudice, characteristic of almost the entire generation of historians of that time, aimed to reflect as objectively as possible the history of the United States, including the events that preceded the formation of the American state. Consciously refraining from manifestations of subjectivity in assessing the events described, the author tried to provide students with a maximum of facts that would allow them to independently determine their attitude to certain events in American history.

Chapter I Early American History (before 1775)

America's Discoverers

Christopher Columbus (1451-1508)

John Cabot(Giovanni Cabot) (1450-1499?)

Amerigo Vespucci(between 1451 and 1454-1512)

Events and dates

1492, October

Discovery of America by X. Columbus

1497-1498

Exploration of the East Coast of North America by J. Cabot

1499-1504

Exploration of the eastern coast of South America by the expedition of A. Vespucci

Exploration of the Atlantic coast of America by the expedition of G. da Verazzano

Founding of Jamestown, the first English settlement in Virginia

Arrival in North America of a Dutch ship with the first black slaves from Africa

Arrival of the Mayflower ship on the Atlantic coast of North America

Founding by the Dutch on about. Manhattan of the province of New Netherland with the main city of New Amsterdam (since 1664 New York)

The first Kamchatka expedition of V. Bering. Opening of the strait between Asia and America

"Boston Massacre"

"Boston Tea Party"

Beginning of the First Continental Congress

First Americans

Information about the people who inhabited North America for many millennia before the appearance of the first immigrants from other parts of the world is very scarce. Scientific research, made possible by the advances in nuclear physics and the discovery of the carbon-14 isotope 1, helped to establish that people lived in America by the end of the 20th millennium BC. e. It is fairly certain that the first Americans - small groups of people from Northeast Asia - could appear in the Western Hemisphere after the end of the ice age, ca. 10-15 thousand years ago, having got to Alaska through the frozen or shallow Bering Strait, from where they began to move south into the depths of the American continent up to the Strait of Magellan and Tierra del Fuego.

The researchers suggest that at the same time the process of development of the southern part of the continent and from the west, where small groups of immigrants from Polynesia could reach, was going on or could begin a little later. Both of them, with an indisputable right, can be considered the true discoverers of America, and due to the longest residence on the continent and its indigenous population.

The first inhabitants of North America - Indians and Eskimos as a whole for many centuries remained at various levels of the primitive communal system. Level social development and the culture of the most ancient civilizations - the Aztecs, Incas and Mayans, who settled in Central and South America, on the territory of modern Mexico, was much higher. In contrast, the tribes of the mainland of North America were extremely divided and periodically feuded with each other. Aliens arrived on the continent for many centuries, moreover, from different regions of the globe and in small groups, so they not only spoke different languages ​​(with the exception of the Eskimos and Aleuts of the same semantic group), but also differed in appearance. Even neighboring tribes differed from each other in their way of life and used sign language to communicate. They did not have their own written language, which explains the complete absence of documentary data about the life of the first Americans.

The most famous Indian tribes that left a noticeable mark on American history belonged to the Algonquian language group, which included the Abnaki, Mohegans (Mohicans), Narragansetts, Delawares and Powhatans, who occupied vast territories from Canada in the north to Virginia in the south and from the Atlantic coast to east to the Appalachian Mountains in the west. The lands of the northeastern confederation of five militant Iroquois tribes (Seneca, Cayuga, Onondaga, Oneida and Mohawk), politically the most organized of all Indian tribes in America, crashed into the possessions of the Algonquian tribes. Equally warlike were the Muscogee tribes who settled in the southeast of the modern United States and were part of the Creek confederation, including the Chickasaw and Choctaw tribes. To the north of them settled the Cherokee tribe. The only Indian tribe in North America that had a complex class system and an absolute monarchy was the Nachez. However, it should be noted that the Iroquois also had a fairly developed political system, and the Indians of the Kwakiutl tribe (northwest coast) formed a complex social order based on the principles of private property. Within its framework, there was a higher stratum of leaders and nobility who used slaves from among the captives and debtors. On the western coast of North America, Indian tribes (Tlingit, Gaida, and others) combined fishing with hunting. Social relations were characterized by the presence of patriarchal slavery, developed commodity exchange, property inequality. In the southwest, the agricultural tribes of the Pueblo Indians (Keres, Hopi, Zuni, etc.) were the most developed. They practiced irrigated agriculture, built large communal houses, mastered the art of pottery better than other Indian peoples of North America, and carried on a lively exchange with neighboring tribes. By the time of European colonization, the Pueblo Indians were in a state of transition to paternal lineage.

The total number of Indians who inhabited the modern territory of the USA and Canada, by the time of the discovery of America in 1492 by Christopher Columbus, was, according to various sources, no more than 1 million people (by the end of the 15th century, the population of Central and South America reached 15 million).

The Eskimos, whose first groups appeared in western North America c. 1 BC e., lived along the Arctic coast from Alaska to Greenland. Their main occupations were sea and land hunting, as well as fishing, depending on the climatic conditions in which they lived. In the social organization of the Eskimos, minor tribal features were preserved. Armed clashes between the Eskimos and Aleuts and neighboring Indian tribes were extremely rare.

Norse sagas tell of Greenlandic sailors who reached the northeast coast of America before the arrival of Polynesians on the Pacific coast of the continent. The most plausible story seems to be the accidental discovery of America in 1000 by the Greenland pirate Leif Erikson ("Red Eric") and his people. They were struck by the abundance of wild grapes growing there and called the land they discovered Vinland (Grape land). This first appearance of Europeans in North America, as well as the visit of the Greenlander Thorfinn Karlsefni and his people to the continent, began to be mentioned in the history of America only in the second half of the 20th century.

The first visits to the continent by Europeans did not have an impact on the life of the indigenous population - the Indians. The tribal way of life was seriously undermined centuries later - with the beginning of the colonization of America by Europeans.

Discovery of America by Europeans

The officially recognized discovery of America by Europeans was, in fact, chronologically secondary, since the development of the continent by immigrants from Asia and Polynesia, according to various sources, began 10-15 thousand years earlier.

The first Europeans in the New World were the Spaniards. The discovery of America by the Spaniards was preceded by numerous expeditions of Portuguese navigators to other parts of the unknown world - this is how the western coast of Africa, the Cape of Good Hope and India were discovered. In search of the shortest sea route from Europe to India, which promised fabulous economic benefits to the Portuguese and Spanish monarchs, America was discovered.

In October 1492, three Spanish caravels anchored off a small island they discovered in the Western Hemisphere, which was named by Admiral Christopher Columbus San Salvador, who led the expedition, “Holy Savior”. During his four expeditions, which took place between 1492 and 1504, Columbus discovered, explored and mapped several Central American islands, being sure until the end of his life that "from Panama to the Ganges no further than from Pisa to Genoa", and not realizing that the New World was open to them.

At the end of the XV - beginning of the XVI century. several journeys were undertaken, as a result of which new regions of the Western Hemisphere were explored, including the Italian Giovanni Cabot (John Cabot) 2 in the service of the English king Henry VII in 1497-1498, the Portuguese Pedro Alvaris Cabral in 1500-1501 ., by the Spaniard Vasco Nunes de Balboa in 1500-1513, who was in the service of the Spanish king by the Portuguese Ferdinand Magellan in 1519-1521. In 1507, the Lorraine geographer Martin Waldseemüller proposed that the New World be called America in honor of the Florentine navigator Amerigo Vespucci. He participated in 1499-1504. on several expeditions to explore the east coast of South America and left accounts of these travels and the form of letters that have become world famous. Based on the information contained in Vespucci's epistolary heritage, the New World was considered for a long time to be the "fourth part" of the globe.

At the same time, the development of the coast of the Gulf of Mexico, as well as the Atlantic and Pacific coasts of the modern United States, began. In 1513-1521. Spanish conquistador Juan Ponce de Leon discovered the Florida peninsula, where four decades later, in 1565, the first permanent European colony arose and the oldest city in North America, St. Augustine, was founded. Other expeditions were later undertaken. The Spaniard Luis Vasquez de Ayonn and the Portuguese Esteban Gomez explored in the 20s. 16th century Atlantic coast of the continent. Hernando de Soto, traveling from Florida, reached the banks of the river in 1541. Mississippi and almost reached Oklahoma. Cabeza de Vaca passed through Texas and New Mexico to present-day Arizona, while Francisco Vázquez de Coronado entered New Mexico with his men. At the same time, the process of development of the California coast was going on, along the entire length of which, right up to the borders with modern Oregon, the Spanish flag began to flutter.

By the time the British and French began to colonize America, the Spaniards were well established in Florida and the American Southwest. By 1570, the Spanish king Philip II became the master of vast territories in the Caribbean, in Central and South America. He possessed a military power unsurpassed in Europe, which became possible primarily due to the untold wealth exported by the Spanish conquistadors from the New World. The power and influence of the Spaniards in the New World began to decline after the defeat in 1588 of the Spanish Invincible Armada, which undermined the maritime power of Spain and turned England into a leading maritime power.

French explorers appeared in the center of North America in the 17th century. However, already in 1524, the Italian Giovanni da Verazzano, who was in the service of the French King Francis (Francois) I, explored the Atlantic coast of America and discovered the current New York Harbor, and the Frenchman Jacques Cartier in 1534-1535. researched about. Newfoundland and walked along the river. St. Lawrence, the only French-controlled river leading into the interior of the continent. In the last quarter of the XVI century. explorers and merchants, who set off on a long journey from Quebec, reached the mouth of the Arkansas and Mississippi rivers and in 1682 laid the foundations of the colony, which they named Louisiana in honor of King Louis (Louis) XIV. At the beginning of the XVII century. the French began to settle in the territory of modern Canada, having founded in 1604 their first permanent settlement - Port Royal. In 1608, an outpost of French influence in North America was formed - the colony of Quebec.

English navigators first appeared in the territories of the modern USA and Canada in the 60s and 70s. XVI century., That is, several decades after the development of Mexico, the West Indies and South America by the Spaniards and the Portuguese. In 1584-1585. as a result of visits by English ships to the northeastern coast of the continent, a prototype of the future British colony arose, which was named Virginia in honor of Elizabeth I, the English virgin queen 3 . The territory for the formation of the first English settlement in the New World - the colony of Roanoke - was explored in 1584, but its foundation was delayed due to the hostility of the Native Americans and supply problems. In July 1587, the English navigator W. Raleigh made a new attempt to colonize America: an expedition was organized under the command of Captain J. White, whose members settled on about. Roanoke.

Information about the New World and its riches, contained in travel reports, travel diaries and personal letters of the Spanish, Portuguese and Italian discoverers of America, began to appear in Europe already in the first half of the 16th century. Several decades later, some documentary sources were translated into a number of European languages, including German, Polish and Russian.

Colonization of America by Europeans

The first English settlement in America appeared in 1607 in Virginia and was named Jamestown. The trading post, founded by members of the crews of three English ships under the command of Captain K. Newport, served at the same time as an outpost on the path of the Spanish advance to the north of the continent. The first years of the existence of Jamestown were a time of endless disasters and hardships: disease, famine and Indian raids took the lives of more than 4 thousand of the first English settlers of America. But already at the end of 1608, the first ship sailed to England, on board of which there was a cargo of wood and iron ore. In just a few years, Jamestown turned into a prosperous village thanks to the extensive plantations of tobacco previously cultivated only by the Indians laid there in 1609, which by 1616 became the main source of income for the inhabitants. Tobacco exports to England, which in 1618 amounted to 20 thousand pounds in monetary terms, increased by 1627 to half a million pounds, creating the necessary economic conditions for population growth. The influx of colonists was greatly facilitated by the allocation of a 50-acre plot of land to any applicant who had the financial means to pay a small rent. Already by 1620 the population of the village was approx. 1000 people, and in all of Virginia there were approx. 2 thousand people. In the 80s. 17th century tobacco exports from the two southern colonies of Virginia and Maryland4 rose to £20 million.

The virgin forests, which stretched for more than two thousand kilometers along the entire Atlantic coast, abounded with everything necessary for the construction of dwellings and ships, and the rich nature satisfied the needs of the colonists for food. The increasingly frequent calls of European ships into the natural bays of the coast provided them with goods that were not produced in the colonies. The products of their labor were exported to the Old World from the same colonies. But the rapid development of the northeastern lands, and even more so moving deep into the continent, beyond the Appalachian mountains, was hampered by the lack of roads, impenetrable forests and mountains, as well as the dangerous neighborhood with Indian tribes hostile to aliens.

The fragmentation of these tribes and the complete lack of unity in their sorties against the colonists became the main reason for the displacement of the Indians from the lands they occupied and their final defeat. The temporary alliances of some Indian tribes with the French (in the north of the continent) and with the Spaniards (in the south), who were also worried about the pressure and energy of the British, Scandinavians and Germans advancing from the east coast, did not bring the desired results. The first attempts to conclude peace agreements between individual Indian tribes and the English colonists who settled in the New World also turned out to be ineffective.

European immigrants were attracted to America by the rich natural resources of the distant continent, which promised a quick material prosperity, and its remoteness from the European citadels of religious dogma and political predilections 6 . Not supported by governments or official churches of any country, the exodus of Europeans to the New World was financed by private companies and individuals, driven primarily by an interest in generating income from the transportation of people and goods. Already in 1606, the London and Plymouth companies were formed in England, which actively engaged in the development of the northeast coast of America, including the delivery of English colonists to the continent. Numerous immigrants traveled to the New World with families and even entire communities at their own expense. A significant part of the new arrivals were young women, whose appearance was met with sincere enthusiasm by the unmarried male population of the colonies, paying the cost of their "transportation" from Europe at the rate of 120 pounds of tobacco per head.

Huge, hundreds of thousands of hectares, land were allocated by the British crown to the representatives of the English nobility as a gift or for a nominal fee. Interested in the development of their new property, the English aristocracy advanced large sums for the delivery of their recruited compatriots and their arrangement on the lands received. Despite the extreme attractiveness of the conditions existing in the New World for newly arriving colonists, during these years there was a clear lack of human resources, primarily for the reason that only a third of the ships and people embarking on a dangerous journey - two a third died on the way. The new land was not distinguished by hospitality either, meeting the colonists with frosts unusual for Europeans, severe natural conditions and, as a rule, the hostile attitude of the Indian population.

At the end of August 1619, a Dutch ship arrived in Virginia, bringing the first black Africans to America, twenty of whom were immediately bought by the colonists as servants. Negroes began to turn into lifelong slaves, and in the 60s. 17th century slave status in Virginia and Maryland became hereditary. The slave trade became a regular feature of commercial transactions between East Africa and the American colonies. African chieftains readily traded their men for textiles, household items, gunpowder, and weapons imported from New England 7 and the American South.

In December 1620, an event took place that went down in American history as the beginning of the purposeful colonization of the continent by the British - the Mayflower ship arrived on the Atlantic coast of Massachusetts with 102 Calvinist Puritans, who were rejected by the traditional Anglican Church and did not later find sympathy in Holland. These people, who called themselves Pilgrims 8, considered the only way to preserve their religion to move to America. While still aboard a ship crossing the ocean, they entered into an agreement between themselves, called the Mayflower Compact. It reflected in the most general form the ideas of the first American colonists about democracy, self-government and civil liberties. These notions were developed later in similar agreements reached by the colonists of Connecticut, New Hampshire, and Rhode Island, and in later documents of American history, including the Declaration of Independence and the Constitution of the United States of America. Having lost half the members of their community, but surviving in a land they had not yet explored in the harsh conditions of the first American winter and the crop failure that followed, the colonists set an example for their compatriots and other Europeans, who arrived in the New World already prepared for the hardships that awaited them.

After 1630, at least a dozen small towns arose in Plymouth Colony, the first New England colony that later became the colony of Massachusetts Bay, in which the newly arrived English Puritans settled. Immigration wave 1630-1643 Delivered to New England ca. 20 thousand people, at least 45 thousand more, chose the colonies of the American South or the islands of Central America for their residence.

Over the course of 75 years after the appearance in 1607 on the territory of the modern United States of the first English colony of Virginia, 12 more colonies arose - New Hampshire, Massachusetts, Rhode Island, Connecticut, New York, New Jersey, Pennsylvania, Delaware, Maryland, Northern Carolina, South Carolina and Georgia. The credit for founding them did not always belong to subjects of the British crown. In 1624, on Manhattan Island and Hudson Bay [named after the English captain G. Hudson (Hudson), who discovered it in 1609, was in the Dutch service], Dutch fur traders founded a province called New Netherland, with the main city of New Amsterdam. The land on which this city developed was bought in 1626 by a Dutch colonist from the Indians for $24. The Dutch never managed to achieve any significant socio-economic development of their only colony in the New World.

After 1648 and up to 1674, England and Holland fought three times, and during these 25 years, in addition to hostilities, there was a continuous and fierce economic struggle between them. In 1664, New Amsterdam was captured by the British under the command of the king's brother Duke of York, who renamed the city New York. During the Anglo-Dutch War of 1673-1674. The Netherlands managed to restore their power in this territory for a short time, but after the defeat of the Dutch in the war, the British again took possession of it. From then until the end of the American Revolution in 1783 from r. Kennebec to Florida, from New England to the Lower South, the Union Jack flew over the entire northeast coast of the continent.

The development of North America by Russians

Until the end of the XVII century. there were practically no contacts between Russians and Americans (rumors and legends about the appearance of the first Russian settlers in Alaska already in the 16th century remain undocumented). Russia joined the process of developing North America later European countries.

The beginning of the discovery of new territories by Russian sailors was laid in 1725 during the First Kamchatka expedition of Vitus Bering, undertaken on behalf of Peter I, as a result of which the strait, later named after him, separating Asia from America was discovered. In 1732, the Siberian navigator Mikhail Gvozdev on the ship "St. Gabriel" went to conquer the Chukchi who inhabited the eastern coast of Siberia, reached the "Great Land" (the territory of Alaska) in the area of ​​\u200b\u200bthe modern Norton Sound Bay and landed with a team on one of the Diomede Islands previously discovered by Bering. As a result of Gvozdev's research, the shores of the Bering Strait were mapped for the first time. In 1733, at the initiative of the Russian government and the St. Petersburg Academy of Sciences, the grandiose Second Kamchatka Expedition of V. Bering - A. I. Chirikov began, as a result of which new fur-rich territories in Alaska were discovered.

Emelyan Basov, a sailor from Nizhnekamchatka, convinced of the rich prospects for fur trade in the lands discovered by Bering and Chirikov, undertook in 1743-1747. together with the Moscow merchant Andrei Serebrennikov and the Irkutsk merchant Nikifor Trapeznikov, several expeditions. He reached the islands of the Aleutian ridge, where he obtained a huge amount of furs. His name and the name of his ship "St. Peter "named two bays on about. Medny - Basov Bay and Petra Bay. The example of the Russian fisherman who gained an impressive fortune was followed by other merchants and sailors who reached the shores of Alaska and the American continent: Andrey Tolstykh, who discovered the islands named after him Andreyanovsky (c. 1743); Bering's expedition member Mikhail Nevodchikov, who discovered the Near Islands, so named because of their proximity to the coast of Siberia (1745); Andrei Serebrennikov, who equipped the expedition that discovered the Rat Islands group (1753); Stepan Glotov, who in 1759 covered the distance from Okhotsk to about. Kodiak, i.e. approx. 2500 miles; Gavriil Pushkarev, who soon after Glotov landed on the Alaska Peninsula. In 1764, by order of Empress Catherine II, a sea expedition was undertaken to explore Alaska under the command of Lieutenant Sind, which lasted four years. In 1764, two ships under the command of P.K. Krenitsyn and M.D. Levashov were also equipped to explore the islands of the Aleutian ridge. In 1772, by order of the Siberian Governor-General, the administration of the Aleutian Islands was transferred to the jurisdiction of the commander of the Russian garrison, Bolsheretsk (Kamchatka).

In 1781-1783. G. I. Shelikhov "with comrades" made several sea voyages with the aim of establishing a fur trade with local tribes in the Aleutian Islands and Alaska. As a result of one of these campaigns (1783), the first permanent Russian settlement arose near the modern city of Kodiak. As a result of the research carried out by the expeditions of Krenitsyn-Levashov (1764-1771) and I.I. Billings - Mr. A. Sarychev (1785-1795), an inventory of all the Aleutian Islands was completed, more than 60 maps and plans of Kamchatka, the Aleutian Islands, Chukotka and coasts of North America. This secured Russia's priority to open islands and ensured the safety of Russian sailings to the shores of the land called Russian America. By the beginning of 1780, 5 large Russian companies were operating in Alaska and the Aleutian Islands, receiving huge profits. In 1799, at the direction of Emperor Paul I, the Russian American Company (RAC) was created, which was awarded the monopoly right to trade in Russian America.

colonial period

The first colonists of North America were not distinguished by either the unity of religious beliefs or equal social status. If the Mayflower pilgrims who founded the Plymouth Colony were staunch Calvinists and mostly poor, the colonists who arrived in the New World with the second ship and founded the Massachusetts Bay colony in 1630 were wealthier people. The Pennsylvania colony was founded by English Quakers led by W. Penn, but shortly before the start of the War of Independence in 1775, at least a third of the population of Pennsylvania was already made up of Germans (mostly Lutherans) 9 , Mennonites and representatives of other religious beliefs and sects. English Catholics, led by J. Calvert (Lord Baltimore), settled in the Maryland colony; in South Carolina, received together with North Carolina by the favorites of King Charles (Charles) II, the French Huguenots settled, moving here from Pennsylvania and Virginia and founding New Orleans in 1718. The Swedes settled in Delaware, the Polish, German and Italian artisans preferred Virginia.

The active development of Pennsylvania by immigrants from Germany greatly disturbed Benjamin Franklin, who wrote in 1755: “Why should Pennsylvania, founded by the British, turn into a colony of foreigners, who will soon be so numerous that they will begin to Germanize us instead of being anglicized they"(Italics B. Franklin. - Auth.). In the vanguard of the colonist masses, who moved to conquer the lands beyond the Allegheny Mountains, were the Irish and Scots. The Irish were the first immigrants who experienced the hostility of the "Americans" who had already felt themselves masters in the New World.

Widespread among the early colonists was hostility towards non-Christians. The colony of Massachusetts Bay was especially religiously intolerant, the adherents of Puritanism from which denied freedom of speech and the right to vote to non-Christians. Obsessed with the idea of ​​centralized religious control over society, the Puritans intended to create a Calvinist state-church in America and severely suppressed the attempts of the Anglican Church to gain any noticeable influence in the colonies. They even resorted, as necessary, to the expulsion to England by the next steamship voyage of violators of the established order. The clearest manifestation of the religious intolerance of the early colonists was the law adopted in Massachusetts, which provided for the death penalty for heresy.

Among the passengers of ships arriving in the New World, there were many criminals - murderers, robbers, thieves, rapists, who were offered a choice by the courts of their countries between imprisonment or expulsion to a distant and seemingly harsh continent. A special decision of the English Parliament even legalized the expulsion overseas of "tramps, idlers and beggars by vocation", as well as criminals sentenced to imprisonment for a term of 7 to 14 years. The passengers of these ships turned out to be often and forcibly evicted from the metropolis persons who represented a social or political danger - an "unreliable element". As a result, in the American colonies, mainly in Maryland and Virginia, it turned out to be approx. 50,000 convicted criminals, from among whom the farmers-colonists recruited hired workers. They cost their masters less than even black slaves. Social inequality, which seemed inherent only in the countries abandoned by the colonists, manifested itself in full force already in the first years of their life on the new earth. The need to cover transportation costs for moving to America, advanced by colonial carriers-ship-owners - the Virginia Company or the Massachusetts Bay Company, turned immigrants into indentured servants, forced to work for their creditors for mho-mix years. Some of them (redemptioners), after the payment of debts with interest, could rely on a small plot of land for a purely symbolic fee (by the end of the 17th century, an acre of land and the Carolinas cost one penny). From this category of colonists, who became "white slaves" 10 for 5-7 years, the future farmers and workers of America were formed over the years.

The presence of huge areas of free land has led to the widespread squatting 11 - unauthorized settlement of land that has not yet been measured and not announced for sale by the poor. On the one hand, squatting contributed to the development of farms, but on the other hand, it led to endless clashes between the colonists and the Indians. The introduction by the metropolis of a ban on the seizure of lands not yet developed, declared the property of the king, laid the foundation for the social unrest that began in a number of colonies. Only in the 30s and 40s. 19th century the US Congress passed laws giving squatters the pre-emptive right to purchase land occupied by them at a minimum price and before they are announced for public sale.

The colonists often found themselves defenseless against Indian raids, one of which in 1676 served as the impetus for an uprising in Virginia, known as "Bacon's rebellion." Led by the planter N. Bacon, the colonist movement demanded protection from the Indians, supplementing their claims with demands for full accountability of the authorities in spending public funds and reducing the tax burden. The uprising ended without results after the unexpected death of Bacon from malaria and the execution of 14 of his most active associates, demonstrating, however, the colonists' desire for self-affirmation.

The population of the English colonies in America differed markedly in national traditions and culture, but was united by common laws and the English language officially adopted in the territory of their residence. The colonists also differed significantly in their occupation, which was associated with the natural and climatic features of the territories they inhabited. In the southern colonies (Maryland, Virginia, North and South Carolina and Georgia), located on vast and fertile lands, large plantations were formed. They specialized in the cultivation of rice, indigo 12 , cotton and tobacco - agricultural products that were in guaranteed demand in the British metropolis (in terms of the value of the product produced, tobacco always occupied the first place). The owners of these lands - large planters, and later slave owners, gradually turned into a decisive economic and then political force in the region, which, however, was largely economically dependent on the metropolis.

In the central colonies (New York, New Jersey, Delaware, Pennsylvania), located on the fertile lands of the northeast coast, small-scale farming and home crafts flourished, which in the second half of the 17th century. began to be gradually replaced by manufactory with elements of capitalist management. The colonists, who had accumulated money on the trade in home-made products, began to invest in its expansion and go out with their goods, first to the domestic, and eventually to the foreign market.

Potatoes, wheat, corn, rye, oats, barley, and other grains were the main crops grown on the less fertile and smaller land of the northeastern New England colonies (New Hampshire, Massachusetts, Rhode Island, Connecticut). Due to the natural features of this region, its rural population was forced to engage in fishing and trade. In the cities of these colonies, American industry began to emerge on the basis of shipyards, as well as American foreign and intercolonial trade began to develop on the basis of merchant ships manufactured here. In the same region, the American big bourgeoisie began to form. She felt politically relatively independent of London, although her economic success still continued to depend on the British metropolis.

One of the signs that the colonists were serious about their future in the new land was the attention paid to the education of the younger generation of Americans. Already in 1620, the first public library arose in Virginia, the funds of which were books donated by English landowners. New England was distinguished by increased attention to education issues, where at least 130 students and graduates of English universities moved before 1646. As a result, for every 40-50 families there was at least one of these highly educated, according to the concepts of that time, people. From their number the first teachers of the first American schools began to be appointed. The future system of education was laid in the Massachusetts Bay colony - in 1635 the first Latin school was founded in Boston, and the local law (1642) in the colony established fines imposed on parents for neglecting the education of their children 13 . And in accordance with another law (1647), in settlements with a population of at least 50 families, schools began to be created in which the basics of general and agricultural knowledge were taught, and in towns (at least 100 families), elementary schools arose in which Latin was taught. In subsequent years, similar laws were passed in Connecticut (1650), Plymouth Colony (1671) and New Hampshire (1689). In 1636, in Boston, which was rapidly becoming the cultural, business and maritime center of the entire northeast coast, the first private institution of higher education in America, Harvard (parish) was founded at the expense of the colonial community, along with funds bequeathed by the priest J. Harvard. college. In 1638, the first colonial printing press was founded in Cambridge (Massachusetts). Among the immigrants who arrived in this region from the metropolis, there were more and more educated people - lawyers, doctors, clergymen, teachers, who made up the elite of American society, in many respects copying the long-established political experience and cultural traditions of "good old England". According to available statistics, the literacy rate of New Englanders reached in 1640-1700. 95%, while in Virginia literacy among the male population did not exceed 54-60%. The second college (Anglican) was named the College of William and Mary (William and Mary College) in honor of King William (William) II and Queen Mary (Mary). It was founded in 1693 in Williamsburg (Pennsylvania). By the beginning of the War of Independence, nine colleges had already been opened in the North American colonies, including Yale (1701) and New Jersey (1746), later renamed Princeton.

The attention paid by the descendants of the first pilgrims to the issues of culture and education was also reflected in the first religious-philosophical, geographical and historical works that came out from the pen of authors who did not yet have a mature literary skill, among which John Smith, John Cotton, Thomas Morton are worthy of mention. , Nathaniel Ward, Thomas Hooker, John Eliot, Mather's father and son - Increase and Cotton, William Bradford, John Winthrop, Roger Williams and others. In the middle of the 17th century. in the colonies, the first poetic works of a predominantly religious content appeared, the authors of which were Michael Wigglesworth, Ann Bradstreet, Edward Taylor, Jonathan Edwards.

The development of the colonies was accompanied by continuous wars with the Indians, who desperately resisted the unrestrained advance of the colonists deep into the continent. Separate skirmishes resulted in wars that lasted for years. The first big war, which began with the killing of 347 white colonists by the Indians, lasted a total of 12 years (1622-1634). It was followed by the Pequot War (1636-1637), the war of "King Philip" (1675-1677), the war with the Indians of the Tuscarora tribe (1711-1712), etc. They were fought until the end of the 19th century. and ended only after the formation of reservations, which by legislative means strictly determined the area of ​​Indian settlements in the United States. Indian wars were sometimes provoked and supported by England, France or Spain, who were interested in maintaining hostile relations among the Indian tribes themselves and in complicating their relations, first with the American colonists, and later with the government of the United States. As a result of the wars with the Indians, more than ten cities of New England were partially or completely destroyed, the losses among the colonists reached a thousand people.

The discrepancy in the time of formation of the colonies and the unevenness of their settlement, combined with the heterogeneity of the social and religious composition of their population, led to differences in the political structure of the colonies and their relationship with the mother country. Along with the provinces that were directly subordinate to the authority of the British crown and governed by governors appointed by London (New York, New Hampshire, New Jersey), colonies were formed. Their political and economic life while maintaining overall control over the English government, it was largely coordinated by private governors who received from the hands of the king patents for land ownership of these territories and trade licenses (Maryland, Pennsylvania). The heads of local administrations could, as a rule, be British, while the members of the administrative councils were Americans from the upper strata of American society. Legislative assemblies functioned in all colonies - assemblies, whose members were elected by the adult male population, who met the requirements of the property qualification. The assemblies had the right to represent the public opinion of the colony and manage its finances. Despite the external democracy of the political institutions of the colonies, the real power in them belonged to representatives of the propertied strata of the population, key administrative posts were distributed to proteges of royal governors or owners of the colonies.

The full power in the colonies of the American South (Virginia, North and South Carolina) was possessed by large planters and slave owners. They took key positions as judges, police chiefs and members of legislative assemblies. Persons who did not own land (and their number included masses of "white slaves", artisans, servants, hired workers, overseers of black slaves, etc.) did not have the right to vote. The development of slavery on their territory gave the southern colonies specific, unique features of a strictly regulated society, contributed to the spread of the ideas of separatism, and eventually turned the American South into a kind of state within a state. In 1664, the Maryland colony passed a law according to which the slavery of black slaves was fixed forever. This excluded the application to them of the provisions of English case law, which provided for the granting of freedom to slaves under certain conditions (in particular, when they converted to Christianity) 14 . In Rhode Island and Connecticut, a people's self-government was formed, which was also headed by representatives of the propertied strata of the population. In all the colonies, except New York, legislatures were formed, elections in which were held on the basis of a high property qualification. In all the colonies except Virginia, North Carolina, and Georgia, the legislatures provided funds for the pay of governors and, therefore, exercised overall control over their activities, nullifying their independence as royalty in the North American colonies.

The struggle for power in many colonies was associated with the right to receive material benefits and often led to the revision by London of royal patents for their management - negligent or showing excessive independence of private owners, including companies, could be deprived of ownership, as a result of which the lands were again transferred under royal control. Thus, the Virginia Company, which ruled the colony of Jamestown in 1612-1624, was deprived of its rights by royal decree. The struggle of the metropolis against manifestations of the political and economic activity of the colonies escalated every year. It included: the purchase from the Indians of lands located west of the Allegheny Mountains and their unauthorized development, the development of industries competing with the metropolis, the export of industrial and agricultural products, as well as raw materials, bypassing English intermediaries, the import of industrial goods necessary for the colonies from other countries and even more so on merchant ships that do not belong to English shipowners. The natural reaction of London to the dangerous developments in the American colonies was an attempt to strengthen the power of the governors in them. Acting in accordance with metropolitan instructions, New England Governor E. Andros issued a decree in 1688 limiting the number of citywide meetings in localities to one meeting per year and placing the local militia under his personal control.

Pennsylvania had a special status. It was named after the late English Admiral W. Penn, whose son and full namesake W. Penn Jr. received in 1681 the title to the vast fertile lands of the territory from the hands of Charles (Charles) II in payment for the royal debt to his father. The master rarely visited his charges, but it was largely due to his influence that the predominantly Quaker colony became a model of skillful self-government, peaceful relations with the Indians, and purposeful attraction of new colonists from Ireland and England.

The English "Glorious Revolution" of 1688, which eliminated the feudal system in the country, laid the foundation for capitalist relations and accelerated the formation of a common English market, spurred the development of social processes in the colonies. An uprising broke out in New York under the leadership of the German colonist J. Leisler 15 . Although it was soon suppressed, and Lasser himself executed, in 1691 a legislative assembly was convened in the colony - an assembly, and New York joined the colonies with an elected government.

Trade and economic relations of the colonies

Foreign trade relations with Holland, which acted as a commercial intermediary in the trade of the colonies with Europe, faced active resistance from England. Beginning in 1651 (1660, 1663, 1672, 1696 and later), a series of laws were passed, known in history as the Navigation Acts, and intended to establish complete metropolitan control over the trading operations of the American colonies. They were deprived of opportunities for direct trade with other countries. They were allowed to trade only through the mediation of England, to export their goods only on English merchant ships and exclusively through British ports. Similarly, the colonies imported the foreign marketable products they were interested in only with the use of English merchant ships or merchant ships of the countries producing these products (that is, without the participation of Holland). After the Anglo-Dutch Wars of 1649-1674. ended with the defeat of Holland and the establishment of the undeniable naval superiority of England on the seas, the control of the mother country over the foreign trade of the colonies became even more stringent. As early as 1660, a list of goods (including tobacco, sugar, indigo) was drawn up that could be exported exclusively to England. The list of such products has expanded over the years. Adopted in 1767, the Law on Navigation prescribed that all goods exported by the colonies to European countries (located north of Spain) must first enter England and only from there be exported to the countries of destination. The colonies responded to the English government's restrictions on their freedom by expanding the smuggling trade and intensifying piracy, which was traditionally practiced by legendary English sailors and adopted by militant patriots who made huge fortunes on robbery on the high seas.

As a result of the laws adopted by the mother country, restricting the freedom of trade of the colonies, their trade deficit grew and there was a sharp shortage financial resources in the form of cash. In 1737, Connecticut began minting the first copper money. But the attempts of the colonies to start issuing their own paper money were suppressed in 1751 by London, which at first allowed them to print their banknotes only in conditions of war or emergency, and in 1764 categorically and finally forbade them to do so.

At the end of the XVII - the first half of the XVIII century. in England, numerous legislative acts were adopted aimed at further infringing on the economic interests of the American colonies and turning them into a raw material appendage of the metropolis. In 1699, the English Parliament passed the Wool Act, which imposed export restrictions on Ireland and prohibited the American colonies from producing and exporting wool, woolen thread, wool products, in the export of which England itself was interested. While allowing the colonists to breed sheep and produce homespun cloth, London prevented the development of its own commercially oriented weaving industry in the colonies. But the adoption of this law was only a harbinger of new severe restrictions. Colonial artisans had long mastered the production of American beaver felt hats and successfully exported them to Europe and the West Indies. In 1732, in the interests of English hat manufacturers, the Hat Act was passed by the British Parliament, which prohibited the export of American-made hats not only to Europe, but also from one colony to another. The same law allowed American hatmakers to have no more than two apprentices, which prevented the development of a competitive hat industry in the colonies, which was dangerous for the mother country. Another blow was dealt in 1750 to the rapidly developing American iron industry - the Iron Act was passed by the English Parliament, which banned the construction of blast furnaces, rolling plants and the construction of iron processing enterprises in the colonies. The iron ore mined in the colonies, the produced rod iron and pig iron were subject to duty-free importation into the metropolis in the form of raw materials for the English metallurgical industry. American tobacco manufacturers suffered serious losses. Under the Navigation Act, tobacco produced in the colonies (in the amount of 100 million pounds) was subject to export to England, but the metropolis itself was able to consume no more than 4 million pounds. The rest of the tobacco was re-exported by England to other countries of continental Europe at a profit for itself, but not for its true producers. As a result of the discriminatory policy of the mother country, the trade deficit between Great Britain and its North American colonies reached in 1700-1773. a huge amount - more than 20 million pounds.

Despite such artificial restrictions, the growth of the productive capacity of American industry was not in doubt. In particular, in 1775 there were more ironworks in the colonies than in England and Wales combined. Small family businesses provided 75% of the colony's needs for textiles. New England shipyards regularly launched ships essential to the American merchant and fishing fleet, from ocean-going ships to small barges needed for intercolonial trade and inland shipping. By 1765, these shipyards provided jobs for 10 thousand shipbuilders, sailors and port workers in the region. Food products from the states of the American South, including pork, dried fish, lumber, and corn, were exported from New England ports to Britain, the West Indies, and even Africa. American merchant ships returned to their homeland with finished textiles, primarily fine wool and linen, as well as ginger, molasses 16 and new slaves. Before the start of the War of Independence, the foreign trade turnover of the colonies was 1/7 of the entire trade turnover of the mother country. In May 1763, the first ship to make a transatlantic voyage directly to Russia dropped anchor in the port of Kronstadt. He delivered sugar, rum, indigo, mahogany, sassafras 17 and returned to New England with a cargo of hemp, iron and linen purchased in St. Petersburg. This first visit by American merchants to Russia went largely unnoticed by the Russians, as the Americans were not yet distinguished from the frequent British visitors. However, the English envoy to Russia did not fail to inform London of the disturbing news of the challenge to the British crown. Attempts by the British authorities to ban such activity by American shipbuilders and merchants ended in failure - the first ship was followed by merchant ships from New York, Philadelphia and Boston, securing the Americans' right to trade with Russia independent of the mother country.

The desire for economic independence was accompanied, and in some colonies stimulated by the introduction of various forms of self-government. Founded as early as 1619, the legislature of Virginia, in its early years, passed laws that limited the power of the royal governor in the judicial, tax and budgetary spheres. At first, the unicameral, and later bicameral assembly of the Massachusetts Bay Colony for 50 years had full legislative power. After uniting in 1691 with Plymouth Colony to form a royal province, it retained effective control over the spending of public money. In Rhode Island and Connecticut, the first American republics arose with their own constitutions, which, however, were not allowed to contradict the laws of the mother country. These republics, with their own laws and freely elected representative bodies, lasted until the American Revolution.

The English bourgeois revolution (1640-1689) only complicated the religious and political disputes in the colonies, which were noticeably influenced by political changes in the mother country. Deputies, governors, owners of the colonies were displaced and regained their former power as a result of social unrest among the colonists, the intervention of royal emissaries and English troops. As political freedoms developed in the colonies, religious freedom also expanded. In the traditional stronghold of Puritanism, in Massachusetts, the idea of ​​separation of secular power from the church and religious tolerance began to become widespread. R. Williams, a prominent theologian and preacher of religious freedoms, was to be deported to England, but he managed to hide in Rhode Island, where he found fertile ground for the practical implementation of his liberal ideas. Attempts to establish any denomination as dominant in a particular colony - whether it be Calvinist Puritanism, Anglicanism, Catholicism, or even more so Judaism - ended in failure. At the same time, the Toleration Act (1649) adopted in Maryland guaranteed equal rights to all believers in Christ, but denied them to representatives of non-Christian religions and Unitarians. In Massachusetts, particularly severe punishments were applied to Quakers, up to the hanging of especially active violators of local religious laws.

The population of the first 13 colonies increased rapidly and amounted to in the middle of the second decade of the XVIII century. OK. 435 thousand people. The largest cities in North America were Boston (7 thousand) and New York (5 thousand). As a result of the developed slave trade and due to natural causes, the black population continued to grow steadily. Attempts by some colonies to restrict the import of black slaves by establishing prohibitive duties ran into active opposition from the English slave traders.

The main occupation of 90% of the population of the colonies, which reached 1.7 million people in 1760, was agriculture (on the eve of the American Revolution, 2.5 million people already lived here, about 1/3 of the population of the British metropolis). In the context of the presence of vast undeveloped territories and the vital need to develop their own industry and crafts, parasitism was considered one of the gravest crimes. All sorts of punishments awaited idlers, up to physical punishment and forced labor. The church acted as a strict overseer of labor relations and observance of the unwritten rules of individual behavior. However, it turned out to be unable to cope with the natural desire of the individual for freedom of choice - there was a continuous process of flow of human resources from one colony to another, from one type of activity to another, from one employer to another. The dissatisfaction of employees with working conditions led to the violation of labor contracts, strikes, social unrest, and sometimes to the unification of those who were dissatisfied with the type of activity and the nature of claims against employers. On the tobacco plantations of the American South already in the 17th century. there were cases of strikes by white employees who acted as a united front against the use of the labor of black slaves. However, cases of such association were still isolated and did not give employers grounds to fear the creation of trade unions.

Background of the American Revolution

The process of gaining independence by the colonies was greatly facilitated by the fact that the mother country turned out to be more and more unable to control the development of events across the ocean. This weakness manifested itself especially convincingly during the years of the English bourgeois revolution, when the British monarchy was busy solving internal problems. After the end of the revolution, the official representatives of the British crown on the ground - the governors and heads of the colonial administrations, not only could not always, but also did not always want to exert the influence London desired on local affairs, guided to a greater extent by their own personal interests. Most of them, with the exception of the governors of Virginia, North Carolina and Georgia, received money for their maintenance from local legislative assemblies, which also exercised complete control over their financial and tax activities, military spending, etc. Considering the fact that, besides England, France and Spain ruled in North America, with which serious conflicts arose from time to time (especially with France), the limited ability of the British crown to restrain the undesirable development of political events in the colonies and influence their economic life became more and more obvious. It was much easier to pass laws restricting the freedom of the colonies than to put them into practice.

Although the economy of the colonies was not self-sufficient even in the 19th century, remaining dependent to some extent on foreign trade, their economic development was already in the 17th century. quickly and successfully. Exports and imports played only a supporting role, especially considering that a significant place in the foreign trade of the colonies was occupied by trade between the colonies themselves and with the West Indies, which was an important, but not the only source of foreign exchange earnings for them. Foreign trade successes were evidence and a consequence of the successful development of agriculture and industry, as well as the development of internal land transport arteries, with the use of which all small retail trade and trade with Indians (mainly furs bought from them for next to nothing) were carried out. As early as 1690, Massachusetts began issuing its own banknotes, followed by other colonies, whose paper money was used exclusively in domestic trade and in paying taxes and could not be exchanged for metal money. The Currency Act, adopted by the English Parliament in 1751, banned the issuance of paper money as legal tender in New England and significantly restricted it in other colonies (the 1764 Currency Act banned the issuance of paper money in all without exclusion of colonies). In the conditions of a shortage of foreign exchange and cash, domestic trade proceeded mainly on the basis of what later became known as barter, or using beads as a means of payment (with the Indians).

The process of economic development of the colonies required their territorial expansion. The colonists saw the only way to solve this problem in the forcible expropriation of land from the Indian tribes. They purposefully pushed further and further inland, subjected to ruthless extermination. The expulsion of the Indians by the colonists was accompanied by the incessant attempts of England and France to use the indigenous population of America in their geopolitical and economic disputes.

The prologue to the war that broke out on the European continent between England and France (1756-1763) 19 served in 1754 as the clashes of these countries in North America with the involvement of their Indian allies, respectively, the Iroquois and Algonquins. The American colonists who took part in the fighting during this conflict (one of the volunteer units was commanded by Lieutenant Colonel J. Washington) ultimately benefited more than its initiators and direct participants. According to the Paris Peace Treaty of 1763, defeated France lost the rights to all its possessions in North America east of the river. Mississippi (excluding New Orleans). Spanish Florida also went to England, although Spain, an ally of France in the Seven Years' War, received Louisiana from France, and England returned Cuba to her. France ceased to exist as a real power in the New World, retaining only an insignificant part of the once vast territory of its American possessions - the small islands of St. Pierre and Miquelon off the coast of Newfoundland. Under the peace treaty, the Iroquois and Algonquins received nothing. But for them, the Seven Years' War did not pass without a trace: having suffered huge losses in people, the Indian tribes finally lost the ability to resist the American settlers and were gradually forced further and further west.

After the end of the Seven Years' War, England's attempts to establish complete control over the economic development of the colonies began to become even more decisive. The prohibition by royal decree in 1763 of the settlement of lands beyond the Allegheny Mountains was followed by the adoption in March 1765 of the Stamp Act, which established direct taxation. For the first time since the foundation of the colony, they were forced to pay taxes not to local authorities, but directly to London. England explained the introduction of this tax by the huge public debt that arose in connection with the need to protect the colonies. In the same year, London made an attempt to legalize the permanent deployment of British troops in the colonies, which remained there after the end of the war, and to ensure their food supply. With the development and deepening of the process of economic development, the numerical growth and expansion of the influence of the local bourgeoisie, the contradictions between the interests of the mother country and the colonies assumed an increasingly fundamental character.

The colonists more and more vigorously advocated the democratization of political institutions, the expansion of the electoral rights of the population, the abolition or reduction of property qualifications. The advancement of specific demands was increasingly associated with a protest against the presence of British troops in the colonies, with a more comprehensive demand for independence. These demands found expression in the activities of the underground organization "Sons of Liberty" 21 created in 1765, in the decisions of the congress of representatives of the majority of 13 colonies convened in New York in the same year (the "Stamp Act Convention"). 22, under the influence of which the politicians and merchants of a number of New England cities made their decision to boycott English goods, as well as in popular unrest and clashes with English troops. One such clash in Boston culminated in March 1770 with soldiers shooting a mob, killing five people. Entered into American history under the name "Boston Massacre" or "Boston Massacre" (Boston Massacre), the event became evidence not so much of the scale and intransigence of the contradictions that arose, but of the seriousness of their possible consequences. “This event can be considered the beginning of our break with the British Empire,” the prominent American lawyer and statesman D. Webster later wrote.

The heat of popular unrest was facilitated by those sections of the population of the colonies who bore the bulk of the tax burden under this law - lawyers, printers, tavern workers, land speculators, merchants, landowners, who categorically refused to acquire the stamps required by law to register the right to their activities. Nor did the capitalists, merchants, and industrialists of the mother country conceal their dissatisfaction with the law, whose interests were greatly affected by the American boycott of British goods, the resulting reduction in trade with America, and the economic recession in England itself. An important role in the abolition of the stamp duty was played by B. Franklin, who justified before the British House of Commons the need to abolish this tax with specific figures for the expenses of the colonies on waging wars with the Indians and the French. London was forced to abolish stamp duty in 1766, and in 1770 and introduced in 1767 by the Townshend Acts - named after the British Secretary of the Treasury - taxes on tea, glass, lead, paper and paint imported into the colonies (only a small tax on tea was left as a symbol of the still remaining power of England). The UK Parliament also decided not to renew the Quartering Act. Information about the forced retreat of the metropolis from its earlier decisions was met with great joy in the colonies and was regarded as a victory over the arbitrariness of the hated overseas authorities. But London was not in the mood to give up its rights to North American possessions, as evidenced by the adoption in March 1766 (the day the stamp duty was abolished) of the Declaratory Act, which confirmed the competence of Parliament to pass any laws binding on American colonists.

The population of the colonies more and more clearly acted as a community of people who were in confrontation with the metropolis on a wide range of political and economic interests. This was largely facilitated by the formation and development of the colonial press, which became a socio-political reality long before the emergence of the American state itself - in contrast to general rule the emergence of the media after and as a result of the creation of the state itself 23 .

From among the first printers and publishers of America 24 came the famous philosopher, scientist and diplomat, one of the most influential and popular "founding fathers" of the American state B. Franklin, who in 1743 created the first American scientific community - the American Philosophical Society and in 1769 became Mr. its President 25 . On Franklin's initiative, in 1754, the first project was put forward to create a union of the North American colonies with their own government and a general president appointed by the British crown. The project reflected the desire of the rapidly emerging bourgeoisie of the colonies for independence and the nationwide growth of self-consciousness, but did not yet provide for complete independence from the mother country. However, even such a project, limited in its plans, caused an extremely negative reaction in London. However, this project did not find support even in the colonies, who feared that if it were implemented, a strong central government would appear to the detriment of local authorities. The counter-project put forward by London, which provided for the strengthening of the power of colonial governors, did not find support in them either.

Thomas Jefferson, one of the most radical figures of the imminent revolution, was an active supporter and propagandist of the ideas of American independence. First of all, he expressed the interests of farming and the young American bourgeoisie. It was these most active and enterprising strata of the population who considered the elimination of the economic and political laws of the metropolis that fettered their initiative as the key to their success on American soil. Their struggle against the dictates of the British crown could only lead to huge casualties among the population of the colonies, were it not for the decisive and far-sighted people who united and led the Americans, giving them a sense of purpose in the struggle for independence.

Americans in the last quarter of the 18th century. bear little resemblance to the first settlers of the mid-17th century. Virginia and Plymouth. They were no longer exclusively from England. And although the English, Irish and Scots were still in the majority, on the eve of the American Revolution, English was not the first language of at least 20% of the colonists (according to available data, even in 1664 the population of the then Dutch colony of New Amsterdam, which later became New York, spoke 18 languages). By this time, only approx. 100 thousand immigrants from Germany - Mennonites, Amish, Quakers, Baptists, not counting those Germans who settled in Maryland, Virginia and North Carolina. Of the 2.5 million Americans (as of 1776), no more than 20% belonged to the Anglican Church, no less than 40% were Calvinists. In the colonies, by that time there were approx. 25 thousand Roman Catholics, 2 thousand Jews, as well as many Quakers, Mennonites, Baptists, Methodists, Lutherans, Pietists and representatives of other faiths.

Unlike the early colonists, Americans on the eve of the revolution were no longer predominantly poor exiles, united by persecution and hardship. These were people who had property acquired over the years of their life in America, who received a good education in America for that time, who had already achieved a certain freedom, which their ancestors, the first American settlers, were completely deprived of. These were people who became Americans not due to circumstances, but who already had sufficient grounds to consider themselves the original inhabitants of the continent. They were indebted to America for everything they had achieved in life and linked their future and their successes with her successes and with her freedom. Formally considered subjects of the British Empire, they, however, were deprived of the fundamental rights and freedoms granted to other British subjects.

The prologue to the American Revolution is traditionally considered to be the events of the decade preceding it, although its premises matured over a longer historical period. By the beginning of the 70s. in the 18th century in the colonies, there was a consolidation of social forces and movements for gaining complete independence from the mother country, manifested in a closer convergence of their positions on various aspects of relations with London. Boston, the largest port on the northeast coast, was at the forefront of the struggle for independence. It was in the Massachusetts colony in 1772 that the graduate of Harvard College, the tax collector S. Adams, created the first Correspondence Committee (Committee of Correspondence) - a body of interconnection between the colonies, coordinating joint actions to resist the dictates of the metropolis. Massachusetts was followed by Virginia, and in 1773 such committees were formed in almost all the colonies, playing an important role in preparing the final break with the British Empire.

On December 16, 1773, a theatrical protest was held in Boston, which went down in American history under the name of the Boston Tea Party. At the call of S. Adams, members of the organization "Sons of Liberty", dressed in costumes of Mohawk Indians, threw 342 boxes of tea belonging to the English East India Company into the sea. The formal basis for this action was the failure of the British exporter to pay American customs duties. The future US President John Adams, who usually perceived the actions of an unorganized crowd with displeasure, saw in this carefully organized and carried out without excessive emotion action the "dignity, greatness and sublimity" of American patriots. London, however, regarded it as undermining the economic interests of the metropolis and causing serious damage to the company, which was already experiencing serious financial difficulties due to the boycott of English goods by the colonists (in particular, the boycott of tea led to the fact that its consumption in the colonies decreased from 1769 to 1772). more than three times). The Boston Tea Party, in fact, marked the beginning of an active struggle for independence. It is natural that this event took place in the Massachusetts colony. The British authorities have long considered Massachusetts a "troublemaker", the center of the revolutionary movement. In the position and demands of the inhabitants of Massachusetts, they found a concentrated expression of the claims of all North American colonists to London. This is precisely what explained the fact that Massachusetts became a revolutionary center, to which representatives of other colonies began to adjoin, regardless of the interests of which segments of the population they reflected.

The retaliatory measures of the metropolis were not slow to follow - adopted by the English Parliament in 1774, the repressive laws (Coercive Acts) 27 closed the Boston port, four regiments of the English armed forces were introduced into Boston, and a state of siege was introduced in the city itself. City authorities were charged with the obligation to pay compensation in the amount of approx. £10,000 for a cargo of tea dropped into the waters of Boston Harbor. At the same time, in accordance with the Quebec Act of 1774, London decided to annex to Canada the vast northwestern territory beyond the Alleghenies. This could not but cause indignation in the wide circles of the farming population of the colonies, who sought to move to the fertile western lands. In addition to purely material factors, for American Protestants it became absolutely unacceptable that this act of land was transferred to the French Catholics of Quebec.

The execution of sanctions against the "Boston rebels" was entrusted to the new governor of Massachusetts, General T. Gage. The realization that the fate of Massachusetts could soon await other North American colonies of Great Britain rallied them in a single determination to achieve independence.

First Continental Congress

On September 5, 1774, the First Continental Congress began its work in Philadelphia with the participation of 56 representatives of all the colonies, with the exception of Georgia. One of the seven Virginia delegates was George Washington. During the congress, which continued until October 26, requirements for the metropolis were formulated. The “Declaration of Rights” developed by Congress contained a statement on the rights of the American colonies to “life, liberty and property” and a decision to resume the boycott of British goods in the event that the British crown refused to make concessions in its financial and economic policy. The declaration also expressed the intention of a new convocation of the Continental Congress on May 10, 1775, if London remained adamant in its intransigence. The retaliatory steps of the metropolis were not long in coming - the king put forward a demand for the complete subordination of the colonies to the power of the British crown, and the English fleet began to blockade the northeast coast of the American continent. General Gage was ordered to put down the "open rebellion" and enforce the Repressive Laws by the colonies, resorting to the use of force if necessary. The First Continental Congress, and especially the reaction of London to its decisions, convincingly demonstrated to the Americans that their strength lies in unity and that one should not count on the favor of the British crown and its condescending attitude towards their demands for independence.

Less than six months remained before the start of active hostilities of the War of Independence.

Control questions and tasks

What regions of the world were the first inhabitants of America?

Who was the New World named America after?

Which European is considered the discoverer of America?

Which countries initiated the European colonization of America?

When and by whom was the first European settlement in North America founded?

When did black slaves appear in America?

Who were the Pilgrims in early American history?

List the first colonies that arose in the territory of the North

America in the 17th century, which laid the foundation for the modern United States.

When did the Russians appear in North America? How did trade and economic relations develop between Russia and America? "

Who were the first colonists of America according to the national and social composition?

Who are squatters?

Name the crops and manufactured goods that made up the main American exports in the 17th century. What were the political and economic goals of the mother country in relation to its North American colonies?

Describe the main stages of the struggle of the American colonies for independence before the start of the war.

On December 16, 1773, a theatrical protest was held in Boston, which went down in American history under the name of the Boston Tea Party. At the call of S. Adams, members of the organization "Sons of Liberty", dressed in costumes of Mohawk Indians, threw 342 boxes of tea belonging to the English East India Company into the sea. The formal basis for this action was the non-payment of US customs duties by the British exporter. Future US President John Adams, who usually displeasedly perceived the actions of an unorganized crowd, saw in this carefully organized and carried out action without excessive emotions the "dignity, greatness and sublimity" of American patriots. London, however, regarded it as undermining the economic interests of the metropolis and causing serious damage to the company, which was already experiencing serious financial difficulties due to the boycott of English goods by the colonists (in particular, the boycott of tea led to the fact that its consumption in the colonies decreased from 1769 to 1772). more than three times). The Boston Tea Party, in fact, marked the beginning of an active struggle for independence. It is natural that this event took place in the Massachusetts colony. The British authorities have long considered Massachusetts a "troublemaker", the center of the revolutionary movement. In the position and demands of the inhabitants of Massachusetts, they found a concentrated expression of the claims of all North American colonists to London. It was this that explained the fact that Massachusetts became a revolutionary center, to which representatives of other colonies began to adjoin, regardless of the interests of which segments of the population they reflected.

The retaliatory measures of the metropolis were not slow to follow - adopted by the English Parliament in 1774, the Boston port was closed by the Coercive Acts, four regiments of the English armed forces were introduced into Boston, and a state of siege was introduced in the city itself. City authorities were charged with the obligation to pay compensation in the amount of approx. £10,000 for a cargo of tea dropped into the waters of Boston Harbor. At the same time, in accordance with the Quebec Act of 1774, London decided to annex to Canada the vast northwestern territory beyond the Alleghenies. This could not but cause indignation in the wide circles of the farming population of the colonies, who sought to move to the fertile western lands. In addition to purely material factors, it was absolutely unacceptable for American Protestants that the land was transferred to the French Catholics of Quebec by this act.

The execution of sanctions against the "Boston rebels" was entrusted to the new governor of Massachusetts, General T. Gage. The realization that the fate of Massachusetts could soon await other North American colonies of Great Britain rallied them in a single determination to achieve independence.

First Continental Congress

On September 5, 1774, the First Continental Congress began its work in Philadelphia with the participation of 56 representatives of all the colonies, with the exception of Georgia. One of the seven Virginia delegates was George Washington. During the congress, which continued until October 26, requirements for the metropolis were formulated. The "Declaration of Rights" developed by the Congress contained a statement about the rights of the American colonies to "life, liberty and property" and a decision to resume the boycott of British goods in the event that the British crown refused to make concessions in its financial and economic policy.

The declaration also expressed the intention of a new convocation of the Continental Congress on May 10, 1775, if London remained adamant in its intransigence.

The retaliatory steps of the metropolis were not long in coming - the king put forward a demand for the complete subordination of the colonies to the power of the British crown, and the English fleet began to blockade the northeast coast of the American continent. General Gage was ordered to put down the "open rebellion" and enforce the Repressive Laws by the colonies, resorting to the use of force if necessary. The First Continental Congress, and especially the reaction of London to its decisions, convincingly demonstrated to the Americans that their strength lies in unity and that one should not count on the favor of the British crown and its condescending attitude towards their demands for independence.

Less than six months remained before the start of active hostilities of the War of Independence.

Control questions and tasks

What regions of the world were the first inhabitants of America?

Who was the New World named America after?

Which European is considered the discoverer of America?

Which countries initiated the European colonization of America?

When and by whom was the first European settlement in North America founded?

When did black slaves appear in America?

Who were the Pilgrims in early American history?

List the first colonies that arose on the territory of North America in the 17th century, which laid the foundation for the modern United States.

When did the Russians appear in North America? How did trade and economic relations develop between Russia and America?

Who were the first colonists of America according to the national and social composition?

Who are squatters?

Name the crops and manufactured goods that made up the main American exports in the 17th century.

The industrial revolution of the 18th and 19th centuries destroyed the feudal system and brought to life social forces that led to the formation of a class system. The development of trade and industry gave rise to new professions: entrepreneurs, merchants, bankers, merchants. A numerous petty bourgeoisie appeared. The wave of emigration contributed to an increase in the number of industrial workers.

Gradually formed new type economy - capitalist, which corresponds to a new type of social stratification - the class system. The growth of cities, industry and services, the strengthening of the status and wealth of the bourgeoisie, radically changed the face of American society. By the end of the 19th century, the social structure of the United States was increasingly acquiring the features of a developed capitalist society. Specific gravity farming is declining (from 28.8% of total employment in 1880 to 21.4% in 1900). At the same time, the urban middle strata grew. In 1880, about 80 percent of the population lived in countryside, and by the beginning of the twentieth century, the townspeople made up about forty percent. New York, Chicago and Philadelphia exceeded one million inhabitants. St. Louis, Boston was approaching that milestone. Citizens grew twice as fast as rural population.

Professional groups that entered the historical arena (workers, bankers, entrepreneurs, etc.) strengthened their positions, demanded privileges and recognition of their status. The term "estate" reflected the historically outgoing reality. The new reality was best reflected by the term "class". It expressed the economic status of people who were able to move up and down.

The transition from a closed society to an open one demonstrated the increased ability of a person to independently make his own destiny. Class restrictions collapsed, everyone could rise to the heights of social recognition, move from one class to another, with effort, talent and diligence. And although only a few succeed, even in modern America, in the 19th century, the expression “a self-made man” appeared.

Thus, the role of the detonator was played by money and commodity-money relations. They did not take into account class barriers, aristocratic privileges. Money equalized everyone, it is universal and available to everyone, even those who did not inherit the fortune. A society in which ascribed statuses dominated gave way to a society in which achieved statuses began to play the leading role. This became known as the open society.

The essence of social inequality lies in the unequal access of different categories of the population to socially significant benefits, scarce resources, and liquid values. The essence of economic inequality is that a minority of the population always owns most of the national wealth. In other words, the smallest part of society receives the highest incomes, and the majority of the population receives the average and the smallest. The latter can be distributed in different ways. In the United States, the lowest incomes according to Precisely and unambiguously determine the number of classes, the number of strata (or layers into which they are divided), and the belonging of people to strata is very difficult. Criteria are needed, which are chosen rather arbitrarily. That is why, in a sociologically developed country like the United States, different sociologists offer different typologies of classes. In one there are seven, in another six, in the third five, and so on, social strata. The first typology of US classes was proposed in the 1940s by the American sociologist Lloyd Warner:

  • 1. Top-top class: included the so-called "old families". They consisted of the most successful businessmen and those who were called professionals. They lived in privileged parts of the city;
  • 2. Lower-upper class: in terms of material well-being, it was not inferior to the upper-upper class, but did not include old tribal families;
  • 3. Upper-middle class: consisted of owners and professionals who had less material wealth than those from the two upper classes, but they actively participated in the public life of the city and lived in fairly comfortable areas;
  • 4. Lower-middle class: made up of lower employees and skilled workers;
  • 5. Upper-lower class: included low-skilled workers employed in local factories and living in relative prosperity;
  • 6. Lower-lower class: were those who are commonly called the "social bottom" - these are the inhabitants of basements, attics, slums and other places unsuitable for life. They constantly felt an inferiority complex due to hopeless poverty and constant humiliation.

The structure of society that had taken shape at the time of the compilation of this typology was a direct consequence of the class differentiation that began in the 19th century.

The term "upper-upper class" means essentially the upper layer of the upper class. In all two-part words, the first -- denotes a stratum or layer, and the second - the class to which this layer belongs. The "upper-lower class" is sometimes referred to as it is, and is sometimes referred to as the working class. The middle class (with its layers) is always distinguished from the working class. But the working class is also distinguished from the lower one, which may include the unemployed, the unemployed, the homeless, the poor, etc. As a rule, highly skilled workers are included not in the working class, but in the middle, but in its lower stratum, which is filled mainly by low-skilled workers. mental labor - employees. Another option is possible: workers are not included in the middle class, but two layers are left in the general working class. Specialists are included in the next layer of the middle class, because the very concept of "specialist" implies at least a college education. The upper stratum of the middle class is filled mainly by "professionals". Professionals abroad are people who, as a rule, have a university education and extensive practical experience, are distinguished by high skill in their field, are engaged in creative work and belong to the so-called category of self-employed, that is, who have their own practice, their own business. These are lawyers, doctors, scientists, teachers, etc. It is very honorable to be called a “professional”. Their number is limited and regulated by the state. So, only recently social workers received the long-awaited title, which has been sought for several decades.

Between the two poles of the class stratification of American society - the very rich (wealth - $ 2 million or more) and the very poor (income less than 6.5 thousand dollars a year), which make up approximately the same share of the total population, and it is 5% that is located that part of the population, which is usually called the middle class. In industrialized countries, it makes up the majority of the population - from 60 to 80%.

Middle class-- a unique phenomenon in world history. Let's put it this way: it has not been throughout the history of mankind. It appeared only in the 19th century. It performs a specific function in society. The middle class is the stabilizer of society. The larger it is, the less likely it is that society will be shaken by revolutions, ethnic conflicts, social cataclysms. It consists of those who made fate with my own hands and, consequently, who is interested in preserving the order that presented such opportunities. The middle class separates two opposite poles, rich and poor, and does not allow them to collide. The thinner the middle class, the closer the polar points of stratification are to each other, the more likely they are to collide. And vice versa.

The middle class is the broadest consumer market for small and medium businesses. The more numerous this class, the more confidently the small business stands on its feet.

The middle class in America in the second half of the 19th century included all those who had economic independence, that is, who owned an enterprise, firm, office, private practice, their own business, scientists, priests, doctors, lawyers, middle managers, the petty bourgeoisie - social backbone of society.

More than half a century has passed since L. Warner developed his concept of classes. Today it has been replenished with one more layer and in its final form it represents a seven-point scale. At this stage, the social class structure of American society according to the functional approach is as follows (division into classes):

  • 1) upper class (less than 1% of the US population). This group includes well-known aristocrats, big businessmen who inherited a fortune. The children of such people study only in prestigious expensive universities. Usually expensive and exquisite jewelry, antiques, expensive, but strict, not flashy clothes are bought;
  • 2) lower upper class (2%). People usually fall into this class from the middle through long and hard work, thanks to business abilities, active management of big business. Children of people of this class are educated in prestigious schools. Acquisitions included: expensive yachts and jewels, anything that might impress the lower classes;
  • 3) the upper middle class (12%). Members' incomes are low. From consumer preferences - houses, expensive furniture, etc.;
  • 4) the middle class (32%) are workers with an average salary. Representatives of this class try to educate children in good schools, prefer to follow the fashion in shopping;
  • 5) the working class (38%) is the most numerous. The incomes of people in this class are average or below average. Buy cheap cars. There is a need for advice on shopping as there is no possibility of buying expensive items that do not meet the needs of the time;
  • 6) upper lower class (9%). Representatives are often uneducated, working in low-paid jobs. The main goal is to break out of a given class into higher ones;
  • 7) lower class (7%). Representatives live on benefits, do not work, cannot afford good food.

Questions and tasks to paragraph paragraph p.41

Question. Remember what two types of colonies were formed in the New World as a result of the Great geographical discoveries. What type of colonies and why was typical for Latin America?

The great geographical discoveries were accompanied by the creation of colonial empires (Spanish colonial empire, Portuguese colonial empire). This was the name given to the totality of colonial possessions belonging to one or another European state. In modern times, the concept of a colony was understood as a country or territory under the rule of foreign country and deprived of political independence.

Latin America (with the exception of Brazil) was part of the Spanish colonial empire.

item 1 questions and tasks to paragraph paragraph p.41

Question 1. Draw a diagram of the "Composition of the population of Latin America" ​​and explain why the policy of the Spanish authorities did not suit each group of Hispanics. What idea could, at least temporarily, unite all sections of the population of the Latin American colonies?

The composition of the population of Latin America: Indians, mestizos, mulattoes, sambos, Creoles, blacks. Dissatisfaction with the colonial order in the Spanish possessions was widespread: the land and mines were owned by the king, the church and the landowners. The Indians were serving compulsory labor service, worked for free in the mines. The people were heavily taxed.

The idea of ​​uniting all segments of the population is the recognition of the independence of their country.

Question 2. What, in your opinion, could serve as an impetus for the liberation struggle in Haiti in the 1790s?

The impetus for the liberation struggle in Haiti could have been the idea of ​​declaring an independent state free from slavery.

item 2 questions and tasks to paragraph paragraph p.43

Question. Based on the materials of the paragraph, fill in the table "Liberation movement in the Spanish colonies" and reveal the connection between this struggle and the political situation in Spain.

The reason for the defeat was the disunity of the liberation movement, disputes over the borders of new states.

p.3 questions and tasks to paragraph p.45

Question. Why do you think the rulers of independent Latin American states (S. Bolivar, A. Iturbide and others) established despotic power?

The rulers of the independent Latin American states established despotic power to unite the Latin American states.

p.4 questions and tasks to paragraph p.46

Question. What was the reaction of the monarchs of Europe to the events in Latin America? Why was it impossible for the Holy Alliance armies to intervene on this continent?

The US does not allow European countries to establish their own political order. European monarchs had to retreat. Latin American states have embarked on the path of independent development.

p.5 questions and tasks to paragraph p.48

Question 1. How did the US treat Latin American countries?

The United States helped prevent the re-enslavement of Latin America by European powers.

Question 2. On the map (p. 47), draw the border of the United States by the middle of the 19th century, focusing on the dates of the formation of new states. What provisions of the Monroe Doctrine allowed the United States to expand its territory at the expense of neighboring colonies?

The United States secured free access to the markets of Latin American states and expanded its own sphere of influence.

Questions and tasks for paragraph p.48

Question 1. On the map (p. 49), show the independent states of Latin America-and-U ki in the order of their liberation from the European metropolises. Why in the first half of the XIX century. in the zone of revolutionary European influence, first of all, was Latin America?

1804 - Haiti; 1811 - Paraguay; 1816 - La Plata; 1818 - Chile; 1819 - Columbia; 1821 - Peru, Mexico; 1823 - Brazil; 1825 - Bolivia; 1828 - Uruguay.

Latin America was part of the Spanish colonial empire, and therefore found itself primarily in the zone of revolutionary European influence.

Question 2. The interests of what segments of the population of Latin America were satisfied during the liberation struggle in the first half of the XIX century.? What contradictions remain unresolved?

In the course of the liberation revolutions in Latin America, the interests of the privileged strata of the population were not affected; landlord and church landownership was preserved.

1. Formulate the principle underlying the Monroe Doctrine.

2. How was this principle related to the interests and rights of the United States? What powers did the Monroe Doctrine give the United States in their foreign policy: a) with the countries of Europe and b) with the independent states of Latin America?

3. How, in your opinion, did the countries freed from colonial dependence react to the Monroe Doctrine? Why do you think so?

The presidential address put forward the principle of dividing the world into European and American systems state structure, the concept of US non-interference in the internal affairs of European countries and, accordingly, non-interference of European powers in the internal affairs of the countries of the Western Hemisphere was proclaimed. Declaring its neutrality in relation to the struggle of the Spanish colonies for independence, the United States at the same time warned the European metropolises that any attempt by them to interfere in the affairs of their former colonies in America would be regarded as a violation of the vital interests of the United States.

Questions and tasks for section 1

Question 1. The names of politicians in Europe and America in the first half of the XIX century. group according to their belonging to the forces of reaction or revolutionary movements: Alexander I, George Byron, Simon Bolivar, Napoleon Bonaparte, Charles X, Clemens Metternich, Charles Talleyrand, Heinrich Stein.

Reaction forces: Alexander 1; Napoleon; Talleyrand; Metternich; Charles

Forces of the revolutionary movement: Stein; Baron; Bolivar

Question 2. What was the impact of the French Revolution and the wars of France in the late XVIII - early XIX century. on the development of Europe and the world as a whole? What, in your opinion, are the main changes in the social and political life of Europe and Latin America caused by the revolutionary wars and the collapse of Napoleon's empire?

The French Revolution of the end had a huge impact on the rise of anti-feudal, anti-absolutist, national movements in European countries.

Under the influence of revolutionary events in France, the struggle for bourgeois transformations, national unity and independence of Italy intensified.

In the German states, the Austrian monarchy, the nobility, the monarchical courts were seized with panic and fear of the possibility of the revolution spreading.

French events had an impact on Poland, where a powerful social and national movement broke out, as a result of which, in 1791, a constitution was adopted that abolished the election of kings.