Medieval & Modern – 2nd Year
Paper – I (Short Notes)
Unit I
Language/भाषा
The Renaissance was a period of profound intellectual, artistic, and cultural rebirth in Europe that occurred roughly from the 14th to the 17th century. It was characterized by a renewed interest in the achievements of ancient Greece and Rome, a shift towards human-centered perspectives, and advancements in various fields such as art, literature, science, and philosophy. The Renaissance witnessed a flourishing of creativity, with prominent individuals contributing to the growth of knowledge and the arts.
Putting an end to the medieval age, the Renaissance blew the trumpet of modem age.
In the fifteenth century A.D. people of Europe developed interest for the literature, art, architecture, painting and culture of Greece and Rome.
The beacon light of Renaissance which first appeared in Italy travelled to other countries of Europe in due course of time. The expanded horizon of human knowledge was reflected in various fields including art, literature and science.
Meaning of Renaissance
‘Renaissance’ means ‘Rebirth’ or ‘New Birth’. Analysed from the point of history, ‘Renaissance’ means the love, eagerness and interest which were shown towards the art and literature of Greece and Rome in the fifteenth century A.D. In medieval times, the Church regulated education and cast its influence upon the society. When human mind wanted to be free from that bandage and welcomed new light. Renaissance took place.
Causes of Renaissance
There were many causes behind ‘Renaissance’. The fall of Constantinople was its main cause. It was the centre of learning. Although, it was under the clutches of the Christians, many Greek scholars were living there. They became famous by teaching Greek language and literature to the people.
In 1453 A.D., Muhammad II of Ottoman Empire occupied Constantinople and devasted it. Out of fear, the Greek intellectuals left Constantinople and entered into different cities of Italy like Venetia, Milan, Naples, Sicily, and Rome etc. They taught mathematics, history, geography, philosophy, astronomy, medicine etc. to the people of Italy. This gave birth to Renaissance.
Secondly, the invention of printing machine was responsible for Renaissance. In 145 A.D. John Gutenberg of Germany invented printing machine and letters and printed book. William Caxton brought this machine to England in 1477 A.D. With the march of time, printing machines were established in Italy, France, Belgium and other European countries. Thus, books could be published very easily with a short span of time. People could easily get books for study and learnt many things. This galvanised Renaissance.
Thirdly, many kings, nobles and merchants encouraged new literature and art. Francis I, the ruler of France, Henry VIII, the king of England, Charles V of Spain, Sigismund I, the king of Poland invited many persons having new ideas to their courts and patronised them. Loronjo-de-Medicci, the ruler of Florence invited many artists to his court and decorated his palace with new paintings. The progressive idea of these rulers galvanised Renaissance.
Finally, the men with new thoughts paved the way for Renaissance. They advised not to accept anything blindly which is not proved properly. Peter Abelard of the University of Paris inspired his contemporaries to create enthusiasm among themselves for research. He advised his students not to accept any doctrine blindly as God’s version.
They should accept anything if it is convinced by reason. His book ‘Yes and No’ inspired the youths as it revealed the defects of church system. He was compelled by Christian Priests to withdraw his view and he did it.
Another wiseman of the time was Roger Bacon of Oxford University who said that nothing should be accepted without proper experiment and observation. He had to spend some years in the Church prison because of his radical view. Thus, these persons with new ideas paved the way for Renaissance.
Results of Renaissance
The results of the Renaissance were far reaching. This gave birth to new literature, art and science.
Literature
The Renaissance literature had its birth in Italy. The first notable creation in this direction was Dante’s ‘Divine Comedy’. This book was written in Italian language and it was meant for the common people. In the book he describes about the heaven, hell and the other world. It introduced new themes like love of one’s country, love of nature as well as the role of individual.
Another pioneer of Renaissance thought was Francesco Petrarch. The medieval thought was monastic, ascetic and other worldly. In contrast, Petrarch glorified the secular or Worldly interests of life and humanism through his ‘Sonnet’, a form of poetry. His notable works were ‘Familiar Letters’ and ‘Lovers of Illustrious Man’. Another great writer of Italy during that period was Boccaccio.
In his world famous book ‘Decameron’ (Ten Days), he denounced God which brought a revolutionaiy change in the Christian World. The famous philosopher of Italy was Machiavelli who in his famous book ‘The Prince’ described the principle of the ‘Lion and the Fox’. Aristo’s ‘Orlandofuriso’ and Tasso’s ‘Jerusalem Delivered’ were two other great works for the Italian literature.
In other countries of Europe different kind of humanism spread in Renaissance period. In England Thomas Moore’s ‘Utopia’, Milton’s ‘Paradise Lost’ and ‘Paradise Regained’ were very famous which were created during this period. During Renaissance, William Shakespeare, the great playwright of England became famous for his plays like ‘Julius Caesar’, ‘Othello’, ‘Macbeth’, ‘As you Like it’, ‘Romeo and Juliet’, ‘Hamlet’, ‘Merchants of Venice’, ‘King Lear’, ‘Mid-summer Night’s Dream’, ‘The Tempest’ etc. Christopher Mario of England wrote his famous drama ‘Doctor Frastress’.
During this period, the Spanish writer Cerventis ‘Don Ruixote’ the works of Lope de Vaga and Calderon were very famous. By this time Martin Luther of Germany translated the ‘Bible’ into German language. The writings of famous Dutchman Desiderious Erasmus like ‘In Praise of Folly’, ‘Handbook of a Christian Soldier’ and ‘Familiar Colloquies’ gave new dimension to the literature. Robelai’s ‘Ganganchua’ and the writings of Racine, Sevigne and La Fontain created ‘Golden Age’ in the French literature. The Portuguese writer Camoen’s ‘Lusaid’ was admired by the people to a great extent.
Art
The bold departure from medieval tradition was nowhere more clearly revealed than in Art of Renaissance period. Before Renaissance, the chief art of the middle age was essentially Christian. Art was intimately associated with religion. The artists used to draw the pictures of monks, bishops and priests and the church had restricted their freedom of thought and action.
One example of such unrealistic representation was of the priests who were carved with long necks to prove that they had easy access to heaven. However, the Renaissance artists and painters developed a growing interest in classical civilisation and accordingly, the European art of fifteenth and sixteenth centuries underwent a great transformation and became more and more secular in spirit.
Architecture
The Architecture of Italy was largely influenced by the spirit of Renaissance. The builders of this time constructed many churches, palaces and massive buildings following the style and pattern of ancient Greece and Rome. The pointed arches of the Churches and Palaces were substituted by round arches, domes or by the plain lines of the Greek temples.
‘Florence’, a city of Italy became the nerve centre of art-world. The ‘St Peter’s Church of Rome’ the ‘Cathedral of Milan’ and the ‘Palaces of Venice and Florence’ were some of the remarkable specimens of Renaissance architecture. In due course of time, Renaissance architecture spread to France and Spain.
Sculpture
Like architecture, Sculpture also underwent a significant change during the Renaissance Period. The famous sculptor of Italy during this period was Lorenzo Ghiberti, who carved the bronze doors of the Church at Florence which was famous for its exquisite beauty. Another Italian Sculptor named Donatello is remembered for his realistic statute of ‘St. George’ and ‘St. Mark’.
As a Sculptor Luca delia Robbia was famous for his classic purity and simplicity of style who had established a school of sculpture in glazed terracotta. Michel Angelo’s huge marble statute of ‘David’ at Florence speaks of his greatness as a Sculptor. He had also made the grand statute of ‘Moses’. He had also completed the construction of ‘Basilica of St. Peter’ at Rome.
Painting
In Painting, the painters of Italy during Renaissance brought excellence and became world famous. Among the painters of the world, ‘Leonardo-da-Vinci’ occupied a unique position. The hidden expression in his paintings made them attractive. Leonardo has become immortal for his famous painting of ‘Monalisa’.
The smile on the lips of Monalisa is so mysterious that it is beyond the comprehension of man. ‘The Holy Supper’, ‘The Virgin of the Rock’ and ‘The Virgin and Child with Saint Anne’ are his other immortal paintings which are appreciated all over the world.
Michael Angelo was a painter, sculptor, architect, poet and engineer in one. His paintings like ‘Creation of Adam’ and the ‘Last Judgment’ bear testimony of his superb skill. He was invited and rewarded by King Henry VIII of England and Francis I of France. His paintings bore the stamp of originality in every aspect.
Another great painter of that time was Raphael. His paintings portray an air of calmness and beauty. His practice Madonna made him world famous painter. The Vatican palace also bears testimony of his paintings.
Titian was the official painter of the city of Venice. His oil painting was very famous. His painting ‘Christ Carrying the Cross’ appeared real and lively.
In due course of time the paintings of Italy became world famous. It entered into Germany and Antwerp. The famous artist of Antwerp was Massy. Another noted German artist was Albert Durer. Among other artists of that period was Holbein of Augusburg.
Fine Arts
During Renaissance, Fine Arts also bloomed. Italy was freed from the clutches of medieval song. The use of Piano and Violin made the song sweeter. Palestrina was a great singer and musician and a composer of new songs. In Churches, old songs were discarded and new songs were incorporated in prayer. Many other countries of Europe also adopted this practice.
Science
In the age of Renaissance, Science developed to a great extent. The development in astrology, medicine and other branches of Science made this age distinct.
The name of Francis Bacon shines like a star in the realm of science. He was a great scientist who advised to explore nature. He advised that truth was to be discerned by experiment. This idea prompted others to regard him as the ‘Father of Modern Science’. While experimenting on the method of preserving food, he breathed his last.
In the realm of scientific discoveries, the name of Copernicus of Poland is chanted with reverence. In his book ‘On the Revolution of the Celestial Bodies’, he opined that Sun is static. The Earth and other planets revolve around the sun in a circle. His view was contrary to the medieval belief that the Earth was the centre of the universe. The Christian priests vehemently criticised Copernicus. However, he remind firm in his faith.
The view of Copernicus was supported by the famous German Scientist John Kepler. He slightly changed the view of Kepler and opined that the Earth and other planets revolve around the Sun in ‘elliptical’ rather than ‘circular Path. This created a storm in the field of thinking.
Another great scientist of this age was Galileo of Italy. He had joined as a lecturer of mathematics in the University of Pisa and there he became a professor. He invented Telescope. Through that instrument he proved before his enthusiastic audience that the theory of Copernicus was absolutely true. He further opined and proved that the ‘Milky Way’ consists of stars.
His “Pendulum Theory’ helped later on for inventing clock. For his radical views, he was declared by Pope as ‘Out Caste’. Galelio was compelled to withdraw his view out of fear. However, later on, his views were accepted as true and he became world famous. From the leaning tower of Pisa he also proved that heavy and light objects fall to the ground at the same speed.
A great Scientist of repute of that age was Sir Issac Newton of England. In his famous book ‘Principia’, he stated about the ‘Law of Gravitation’. His ‘Theory of Motion’ also made him famous as a great scientist. The ‘Causes of tide’ were also discovered by him.
Progresses also made in the field of Chemistry. Cordus made ‘ether’ from sulphuric acid and alcohol which was another astonishment of Science.
Another Scientist of that time Helmont had discovered ‘Carbon Dioxide’ gas. He explained that there are gases distinct in kind from atmospheric air. Later on, this Carbon Dioxide was used to extinguish fire and to prepare cake and cold drinks.
In case of human anatomy, the Science of the Renaissance period brought revolutionary change. Vesalius, a medical scientist described about various parts of human body like skeleton, cartilage, muscles. Veins, arteries, digestive and reproductive systems, lungs and brain.
William Harvey of England had discovered The ‘Process of blood Circulation’. He pointed out that blood circulates from heart to the arteries and then to veins and back to heart. His contribution was undoubtedly a boon to the modem medical science.
Infact, the Renaissance had created humanism in man. It increased the desire in men to know more and more. This Renaissance galvanised the development in the field of literature, art and science. It illumined the world with new Knowledge.
Renaissance in Italy
The Renaissance has long been considered one of Europe’s most significant periods, with its outpouring of magnificent artwork, compelling literature, and new philosophical concepts still influencing audiences today.
Occurring in the 15th and 16th centuries, it pulled Europe out of the ‘Dark Ages’ and towards the Enlightenment, through a world-altering return to ancient ideals. While the Renaissance had vastly far-reaching implications, it was in fact born in a small Mediterranean nation with an illustrious past – Italy.
Here are the reasons why the Renaissance began there, from its place in the ancient world to the role of the Vatican City:
1. It had been the heart of the Roman Empire
One of the key aspects of the Renaissance was its significant revival of the artistic and philosophical ideals of antiquity, particularly those of Ancient Rome and Ancient Greece. Thus, where better to begin than the old epicentre of the Roman Empire? Italy was still littered with the ruined temples, sculptures, and frescoes of its glorious past, affording Renaissance artists a host of clear and immediate templates on which to base their work.
Prized statues of antiquity were continuously being unearthed in Italy throughout the period, giving artists such as Michelangelo new considerations on the human form. He was present at the excavation of Laocoön and his Sons in 1506, a vast sculpture once displayed in the palace of Emperor Titus and likely crafted between 27 BC and 68 AD.
Michelangelo was given special access to study it, and found it an inspiring example of how to depict the human body and its muscles in ways that did not necessarily display strength.
2. Extensive scholarly activity recovered vital ancient works
Despite being at the heart of the old empire and retaining many of its physical works, many of its ingenious texts had been lost to time, leaving a hugely important aspect of the Renaissance unaccounted for. It would take the fall of another great empire for many of them to resurface in Italy.
The Fourth Crusade of the 13th century had weakened the Byzantine Empire substantially, and in 1453 Constantinople at last fell to the Ottomans. Over this turbulent period, a huge community of Byzantine scholars were forced to flee into the north of Italy, bringing with them a host of classical texts preserved in their libraries.
Humanist scholars from Italy then began searching monastic libraries for similar lost works. In the library of Monte Cassino near Rome, Boccaccio discovered influential work by the Roman historian Tacitus, while Poggio Bracciolini travelled monasteries in Switzerland, France and Germany looking for similar treasures.
At the abbey of St Galen, he discovered a complete copy of the lost Institutio oratoria of Quintilian, while at the abbey of Cluny in 1414 a set of Cicero’s speeches were found and brought back to Italy.
The rediscovery of these works prompted new study into human thought and action by writers such as Petrarch and Dante, and likely influenced infamous political tracts such as The Prince by Machiavelli. These lost texts too influenced art, with Vitruvius’ rediscovered work on architectural and bodily perfection leading Leonardo da Vinci to create his Vitruvian Man, now one of the most recognisable artworks in history.
3. Its city-states allowed art and new ideas to flourish
After the fall of the Roman Empire, Italy was divided into a number of city-states each with a powerful ruling family at its head. Such families include the Aragons of Naples, the Sforzas of Milan and the infamous Medicis of Florence.
The Medici family had a huge hand in the explosion of arts and culture that occurred in their city, leading Florence to be widely considered the home of the Renaissance itself. Founding the eminent Medici Bank in 1397, the family became valuable patrons to some of the country’s greatest artists.
Lorenzo de’ Medici supported the work of Botticelli, Michelangelo and Leonardo da Vinci in the 15th century, while Medici Popes Leo X and Clement VII commissioned work from Raphael and Michelangelo, with the latter painting the world-famous Sistine Chapel on Clement VII’s request.
As families such as the Medicis were patrician rather than noble, many viewed them as friends of the people. Other merchant families were too allowed significant power and influence, including on the management of laws concerning banking, shipping and trade.
Much freer societies thus existed than in the cloistered monarchical and aristocratic systems of northern Europe, and ideas and cultures were more widely circulated. Not without some healthy competition, the magnificent city-states of Italy also competed for who could build the most beautiful cities and output the most breathtaking art, forcing a rapid explosion of fine works and culture to occur.
4. Vast trading links encouraged cultural and material exchange
As many of Italy’s powerful city-states were located on a peninsular of the Mediterranean Sea, it became a hotbed for trading goods and ideas. Different cultures came through Italy’s ports every day as merchants from around the world interacted with those in the marketplace and inns, they stayed in.
Trade routes as far as China and the Middle East terminated in Venice and Genoa, while routes from England and Scandinavia also operated frequently. Not only did this create a melting pot of cultures, it also made the city-states and their merchant class very wealthy, with access to a vast array of commodities.
Some of the most literally important of these were the sale of pigments, used in the paints of Renaissance artists. Venice was the main point of entry for pigmented goods, from verdigris (green from Greece) to the rare lapis lazuli of Central Asia.
The vast range of colours at artists’ disposal allowed them to play with new and striking shades, achieving the vibrant artwork so iconic to the Italian Renaissance today.
5. The Vatican was a rich and powerful patron
With the Vatican City situated in Rome, the centre of the Roman Catholic Church brought with it massive wealth and influence. It collected the greatest minds of the day in its religious colleges who, plied with funds and texts, worked to further understand the relationship between man and God. Many of its popes commissioned talented artists to design and decorate their churches and palaces, with some of the Renaissance’s most sublime works emulating Catholic iconography and the stories of the Bible.
The Church and the Renaissance did not always live in harmony however. While the Papacy was surrounded by immense wealth, it was also couched in corruption. Renaissance thinkers began to question the idea of assigned power and the Church’s role in their relationship with God, as well as their increasingly secularised conduct.
Reversely, some members of the church found the Renaissance to be increasingly indulgent and frivolous, leading to events such as the Bonfire of the Vanities in 1497, in which vast amounts of books, cosmetics, and art was publicly burned in Florence by friar Girolamo Savonarola.
This conflict of ideas would be seen resolutely in the decades to come, as humanist concepts gradually disseminated throughout Europe and eventually gave rise to the Protestant Reformation. In 1517, Martin Luther nailed his Ninety-five thesis to the door of All Saints’ Church in Wittenburg, declaring the Catholic Church’s corruption – and his defiance of their authority – to all.
Renaissance Art
Origins of Renaissance Art
The origins of Renaissance art can be traced to Italy in the late 13th and early 14th centuries. During this so-called “proto-Renaissance” period (1280-1400), Italian scholars and artists saw themselves as reawakening to the ideals and achievements of classical Roman culture. Writers such as Petrarch (1304-1374) and Giovanni Boccaccio (1313-1375) looked back to ancient Greece and Rome and sought to revive the languages, values and intellectual traditions of those cultures after the long period of stagnation that had followed the fall of the Roman Empire in the sixth century.
Did you know? Leonardo da Vinci, the ultimate “Renaissance man,” practiced all the visual arts and studied a wide range of topics, including anatomy, geology, botany, hydraulics and flight. His formidable reputation is based on relatively few completed paintings, including “Mona Lisa,” “The Virgin of the Rocks” and “The Last Supper.”
The Florentine painter Giotto (1267?-1337), the most famous artist of the proto-Renaissance, made enormous advances in the technique of representing the human body realistically. His frescoes were said to have decorated cathedrals at Assisi, Rome, Padua, Florence and Naples, though there has been difficulty attributing such works with certainty.
Early Renaissance Art (1401-1490s)
In the later 14th century, the proto-Renaissance was stifled by plague and war, and its influences did not emerge again until the first years of the next century. In 1401, the sculptor Lorenzo Ghiberti (c. 1378-1455) won a major competition to design a new set of bronze doors for the Baptistery of the cathedral of Florence, beating out contemporaries such as the architect Filippo Brunelleschi (1377-1446) and the young Donatello (c. 1386- 1466), who would later emerge as the master of early Renaissance sculpture.
The other major artist working during this period was the painter Masaccio (1401-1428), known for his frescoes of the Trinity in the Church of Santa Maria Novella (c. 1426) and in the Brancacci Chapel of the Church of Santa Maria del Carmine (c. 1427), both in Florence. Masaccio painted for less than six years but was highly influential in the early Renaissance for the intellectual nature of his work, as well as its degree of naturalism.
Florence in the Renaissance
Though the Catholic Church remained a major patron of the arts during the Renaissance–from popes and other prelates to convents, monasteries and other religious organizations–works of art were increasingly commissioned by civil government, courts and wealthy individuals. Much of the art produced during the early Renaissance was commissioned by the wealthy merchant families of Florence, most notably the Medici family.
From 1434 until 1492, when Lorenzo de’ Medici–known as “the Magnificent” for his strong leadership as well as his support of the arts–died, the powerful family presided over a golden age for the city of Florence. Pushed from power by a republican coalition in 1494, the Medici family spent years in exile but returned in 1512 to preside over another flowering of Florentine art, including the array of sculptures that now decorates the city’s Piazza della Signoria.
High Renaissance Art (1490s-1527)
By the end of the 15th century, Rome had displaced Florence as the principal center of Renaissance art, reaching a high point under the powerful and ambitious Pope Leo X (a son of Lorenzo de’ Medici). Three great masters–Leonardo da Vinci, Michelangelo and Raphael–dominated the period known as the High Renaissance, which lasted roughly from the early 1490s until the sack of Rome by the troops of the Holy Roman Emperor Charles V of Spain in 1527.
Leonardo (1452-1519) was the ultimate “Renaissance man” for the breadth of his intellect, interest and talent and his expression of humanist and classical values. Leonardo’s best-known works, including the “Mona Lisa” (1503-05), “The Virgin of the Rocks” (1485) and the fresco “The Last Supper” (1495-98), showcase his unparalleled ability to portray light and shadow, as well as the physical relationship between figures–humans, animals and objects alike–and the landscape around them.
Michelangelo Buonarroti (1475-1564) drew on the human body for inspiration and created works on a vast scale. He was the dominant sculptor of the High Renaissance, producing pieces such as the Pietà in St. Peter’s Cathedral (1499) and the David in his native Florence (1501-04). He carved the latter by hand from an enormous marble block; the famous statue measures five meters high including its base. Though Michelangelo considered himself a sculptor first and foremost, he achieved greatness as a painter as well, notably with his giant fresco covering the ceiling of the Sistine Chapel, completed over four years (1508-12) and depicting various scenes from Genesis.
Raphael Sanzio, the youngest of the three great High Renaissance masters, learned from both da Vinci and Michelangelo. His paintings–most notably “The School of Athens” (1508-11), painted in the Vatican at the same time that Michelangelo was working on the Sistine Chapel–skillfully expressed the classical ideals of beauty, serenity and harmony. Among the other great Italian artists working during this period were Sandro Botticelli, Bramante, Giorgione, Titian and Correggio.
Renaissance Art in Practice
Many works of Renaissance art depicted religious images, including subjects such as the Virgin Mary, or Madonna, and were encountered by contemporary audiences of the period in the context of religious rituals. Today, they are viewed as great works of art, but at the time they were seen and used mostly as devotional objects. Many Renaissance works were painted as altarpieces for incorporation into rituals associated with Catholic Mass and donated by patrons who sponsored the Mass itself.
Renaissance artists came from all strata of society; they usually studied as apprentices before being admitted to a professional guild and working under the tutelage of an older master. Far from being starving bohemians, these artists worked on commission and were hired by patrons of the arts because they were steady and reliable. Italy’s rising middle class sought to imitate the aristocracy and elevate their own status by purchasing art for their homes. In addition to sacred images, many of these works portrayed domestic themes such as marriage, birth and the everyday life of the family.
Expansion and Decline
Over the course of the 15th and 16th centuries, the spirit of the Renaissance spread throughout Italy and into France, northern Europe and Spain. In Venice, artists such as Giorgione (1477/78-1510) and Titian (1488/90-1576) further developed a method of painting in oil directly on canvas; this technique of oil painting allowed the artist to rework an image–as fresco painting (on plaster) did not–and it would dominate Western art to the present day.
Oil painting during the Renaissance can be traced back even further, however, to the Flemish painter Jan van Eyck (died 1441), who painted a masterful altarpiece in the cathedral at Ghent (c. 1432). Van Eyck was one of the most important artists of the Northern Renaissance; later masters included the German painters Albrecht Durer (1471-1528) and Hans Holbein the Younger (1497/98-1543).
By the later 1500s, the Mannerist style, with its emphasis on artificiality, had developed in opposition to the idealized naturalism of High Renaissance art, and Mannerism spread from Florence and Rome to become the dominant style in Europe. Renaissance art continued to be celebrated, however: The 16th-century Florentine artist and art historian Giorgio Vasari, author of the famous work “Lives of the Most Eminent Painters, Sculptors and Architects” (1550), would write of the High Renaissance as the culmination of all Italian art, a process that began with Giotto in the late 13th century.
Renaissance literature
Renaissance literature refers to European literature which was influenced by the intellectual and cultural tendencies associated with the Renaissance. The literature of the Renaissance was written within the general movement of the Renaissance, which arose in 14th-century Italy and continued until the mid-17th century in England while being diffused into the rest of the western world. It is characterized by the adoption of a humanist philosophy and the recovery of the classical Antiquity. It benefited from the spread of printing in the latter part of the 15th century.
Overview
For the writers of the Renaissance, Greco-Roman inspiration was shown both in the themes of their writing and in the literary forms they used. The world was considered from an anthropocentric perspective. Platonic ideas were revived and put to the service of Christianity. The search for pleasures of the senses and a critical and rational spirit completed the ideological panorama of the period. New literary genres such as the essay (Montaigne) and new metrical forms such as the Spenserian stanza made their appearance.
The impact of the Renaissance varied across the continent; countries that were predominantly Catholic or Protestant experienced the Renaissance differently. Areas where the Eastern Orthodox Church was culturally dominant, as well as those areas of Europe under Islamic rule, were more or less outside its influence. The period focused on self-actualization and one’s ability to accept what is going on in one’s life.
The earliest Renaissance literature appeared in Italy in the 14th century; Petrarch, Machiavelli, and Ariosto are notable examples of Italian Renaissance writers. From Italy, the influence of the Renaissance spread at different times to other countries and continued to spread around Europe through the 17th century. The English Renaissance and the Renaissance in Scotland date from the late 15th century to the early 17th century. In northern Europe, the scholarly writings of Erasmus, the plays of William Shakespeare, the poems of Edmund Spenser, and the writings of Sir Philip Sidney may be considered Renaissance in character.
The development of the printing press (using movable type) by Johannes Gutenberg in the 1440s encouraged authors to write in their local vernacular instead of Greek or Latin classical languages, thus widening the reading audience and promoting the spread of Renaissance ideas.
Major authors
Significant writers and poets associated with the Renaissance literature are:
Italian: Petrarch, Giovanni Boccaccio, Jacopo Sannazaro, Niccolò Machiavelli, Ludovico Ariosto, Michelangelo
Portuguese: Jorge de Montemor, Luís de Camões
Spanish: Baptista Mantuanus, Miguel de Cervantes
French: François Rabelais
Dutch: Erasmus
English: Thomas Wyatt, Edmund Spenser, Philip Sidney, William Shakespeare
German: Georg Rudolf Weckherlin
- The 17th century marked a significant shift in humanity’s understanding of the universe, moving away from the long-standing Earth-centered view to a heliocentric perspective where Earth was just one of many planets orbiting the Sun.
- This new view revealed that the Sun itself was one of countless stars, leading to a demystification of the universe and the emergence of a mechanistic worldview in the second half of the 17th century.
- The scientific revolution, a process of establishing this new view of the universe and advancing scientific knowledge, resolved intellectual crises and prompted a reevaluation of moral, religious, and natural ideas.
- The origins of modern science can be traced to the continuous interaction between humans and nature, with an emphasis on studying and understanding the physical world.
- Scientific method played a crucial role in the development of modern science, characterized by a focus on observing natural phenomena, formulating laws and principles based on experiments, and drawing conclusions.
- The 17th century saw remarkable intellectual advancements in mathematics, astronomy, and physics as part of the rise of science, referred to as natural philosophy during that era.
- The Scientific Revolution, with its scientific and intellectual changes, was instrumental in shaping the modern world.
According to J.D. Bernal, the Scientific Revolution can be divided into three phases:
Copernicus Phase:
- This phase marked the replacement of the geocentric view of the universe with the heliocentric concept, initiated by Nicolaus Copernicus.
Scientific Foundation Phase:
- In this stage, scientists like Tycho Brahe, Johannes Kepler, and Galileo Galilei provided a scientific basis for the heliocentric view through their observations and discoveries.
Newton and Descartes Phase:
- The third phase, led by Isaac Newton and René Descartes, saw the formation of scientific societies and the institutionalization of science within European society.
Origins
- The origins of science can be traced back to ancient civilizations, with the Greeks, including scholars like Aristotle, Ptolemy, and Galen, significantly influencing scientific thought.
- Medieval theologians in Europe continued to study the natural world based on the ideas of ancient Greek philosophers, particularly Aristotle.
- Aristotle’s geocentric view of the universe, with Earth at the center, posed challenges in understanding natural phenomena and motion.
- Some scientists in the 14th century proposed the concept of “impetus” to explain motion.
- Ptolemy’s model featured crystalline spheres that revolved around Earth in a hierarchical manner, with celestial bodies moving in perfect circles.
- Galen’s theories on human anatomy were based on incorrect animal anatomy, leading to incorrect conclusions about human physiology.
- Medieval Europe was not a period of scientific darkness; scholars preserved and expanded upon the knowledge of Greek science.
- The knowledge of mathematics was acquired from Arab sources, and Platonic and Hippocratic ideas influenced medical and scientific thought.
- Theories and practices related to “magic” included alchemy, atomism, astrology, Hermeticism, and Cabala.
- The Renaissance marked a period of renewed interest in art and science, with artists incorporating mathematical principles into their works and anatomists making significant discoveries about the human body.
- In the 16th century, practical needs in European society, such as fortification, mining, navigation, and mapmaking, led to a demand for scientific skills.
- The Renaissance introduced the concept of the universe as an independent entity, but it did not lead to a full scientific revolution.
- The rise of modern science in the 17th century was characterized by the formulation of general theories based on experiments in fields like physics, mechanics, and astronomy.
- Developments during the Renaissance created skilled artisans and engineers but did not immediately give rise to true scientists. Technologies like the mechanical clock, microscope, telescope, barometer, and air pump contributed to the development of modern science.
Social Context of Modern Science
- Marxist writers suggest that the Scientific Revolution was a response to the needs of early capitalism, especially in trade and navigation.
- R. Hooylass points out that Portuguese exploration, leading to the discovery of new lands in Asia, Africa, and America, sparked interest in the natural world and science.
- Some scholars argue for a direct relationship between social factors and the rise of modern science, while others emphasize individual genius as the driving force.
- A.K. Koyre, Arthur Koestler, and others contend that scientific developments were independent of society and attributed them to individual brilliance.
- Herbert Butterfield highlights the importance of technology and technological changes in the development of science.
- A.C. Crombie and M. Clagett stress the progressive aspects of science, emphasizing the contributions of ancient and medieval scholars to its development.
- Marxist scholars like Boris Hessen connect the rise of modern science to the needs of the bourgeois class and contemporary social change.
- Edgard Zilsel views the emergence of science as a sociological phenomenon and relates it to the transition from feudalism to early capitalism, changing settings, and economic competition.
- A.R. Hall emphasizes the contributions of diverse professionals to the growth of scientific literature during the 16th and 17th centuries.
- Christopher Hill reinforces the sociological interpretation of the Scientific Revolution by linking modern science to the rise of Puritanism and the bourgeoisie.
- Hill argues that science was promoted by merchants and self-taught men who rejected traditional authority and looked to the future.
- H.F. Kearney suggests that there may not have been a direct link between economic and scientific developments but acknowledges the potential impact of social change on the rise of modern science.
Major Developments
Post-Renaissance Scientific Developments: After the Renaissance, scientific progress can be categorized into two key areas:
- Micro-Cosmological Field: This branch of science focused on various medical sciences, including anatomy, physiology, pathology, and pharmacology. Notable contributions were made in these fields.
- Cosmological Field: This pertained to theories regarding the origin, creation, and evolution of the universe. Significant advances were made in mathematics, physics, and astronomy.
Contributions in Micro-Cosmological Field:
- Anatomy and Physiology: Vesalius, Eustachi, and others laid the foundation for a better understanding of human anatomy and the functioning of the body. Harvey’s discovery of the circulation of blood (1628) was a groundbreaking achievement.
- Chemistry: The period saw advancements in the understanding of chemical remedies and exotic drugs. It was a period of progress in identifying and treating various diseases, including skin diseases, rickets, apoplexy, diabetes, gout, and tuberculosis.
- Biology: In the field of biology, Conrad Gesner contributed significantly with his work “History of Animals.” Botany also saw advancements with contributions from Otto Brunfels, Jerome Bock, and Leonard Fuchs.
Cosmological Advances in the Sixteenth Century:
- Mathematics: Vieta’s development of algebra and trigonometry and Stevin’s introduction of the decimal system in 1568 significantly sped up calculations and mathematical progress.
- Kepler’s Laws of Planetary Motion: Johannes Kepler contributed to astronomy with his three laws of planetary motion. These laws, which describe the orbits of planets around the sun, played a crucial role in understanding the dynamics of the solar system.
- Galileo Galilei: Galileo’s work in astronomy and physics challenged traditional Aristotelian concepts. He confirmed the Copernican heliocentric theory, and his telescopic observations revealed that celestial bodies were not perfect and unchangeable, as previously believed.
- Newton’s Principia Mathematica: Isaac Newton’s “Mathematical Principles of Natural Philosophy” (1687) laid the foundation for classical mechanics and the law of universal gravitation. It united celestial and terrestrial mechanics under a single mathematical framework.
Newton’s Achievements:
- Calculus: Newton laid the foundation for calculus, a mathematical tool essential for understanding rates of change and dynamics.
- Laws of Motion: Newton’s three laws of motion provided a comprehensive framework for understanding the behavior of objects under the influence of forces.
- Law of Gravitation: Newton’s law of universal gravitation described the attractive force between all objects with mass, explaining the motion of planets and celestial bodies.
- Optics: Newton’s work in optics, including his experiments with light and the discovery that white light is composed of different colors, had a significant impact on the understanding of light and color.
- Absolute Space and Time: Newton’s concept of absolute space and time had profound implications for his cosmological views, presenting the universe as a coherent and orderly system.
- Newton’s Impact: Newton’s ideas revolutionized science and influenced generations of scientists. His work contributed to the shift towards naturalistic explanations and the rejection of supernatural elements in understanding the physical universe. Newton’s status as a scientific hero was well-established during his lifetime.
The Formulation of Scientific Method
- The creation of a new scientific method was essential for promoting modern science in European society, particularly in England.
- Francis Bacon (1561-1626) was an English thinker known for his contributions to scientific methodology. He advocated for empirical experiments and inductive reasoning.
- Bacon’s works, including “Novum Organum,” outlined a comprehensive method for acquiring knowledge and promoted the advancement of learning through cooperative efforts.
- Despite his political success, Bacon’s career took a downfall due to bribery accusations, but he continued his intellectual pursuits.
- The Royal Society of London, founded in 1660, dedicated itself to promoting natural knowledge of science and was influenced by Bacon’s ideas.
- Rene Descartes (1596-1650), a French philosopher, advocated a different approach to science, emphasizing rationalism and mathematics as tools for understanding the world.
- Descartes introduced the idea of radical doubt and believed that knowledge should be based on deductive logic.
- He proposed Cartesian Dualism, which separated the mind and body, with God as the guarantor of knowledge.
- Descartes made significant contributions to physics and mathematics, introducing algebraic notations and methods and laying the foundations for analytical geometry.
- His philosophy influenced the development of modern psychology and biology.
- Descartes’ followers, known as Cartesians, focused on mathematics and philosophical speculations.
- Cartesian philosophy had an impact on gender equality, challenging traditional beliefs about the roles and nature of men and women.
- By the 18th century, Isaac Newton’s ideas began to overshadow Descartes’ physical theory.
- Bacon and Descartes provided two distinct paths for the study of modern science, with Bacon emphasizing empirical experiments and Descartes focusing on rationalism and mathematics.
- Both Bacon’s and Descartes’ approaches contributed to the institutionalization of science in Western Europe, leading to the establishment of scientific societies and the promotion of scientific research.
- These societies, like the Royal Society of London and the Academie des Sciences in Paris, played crucial roles in fostering scientific exploration and collaboration.
- The Royal Society aimed to encourage tradesmen, philosophers, physicians, and scientists and promote pure sciences.
- Margaret Cavendish, the duchess of Newcastle, led the “Newcastle circle,” a gathering of distinguished scholars and scientists, and contributed to the study of various scientific subjects.
- In France, the Academie des Sciences was created under the patronage of Louis XIV and focused on scientific and industrial research, with an emphasis on promoting useful inventions.
- The societies in England and France played a crucial role in advancing scientific research but did not initially focus on technological studies or industrial applications.
Science and Religion
- There is a debate regarding the relationship between the Protestant Reformation and the rise of modern science.
- Some scholars argue that Protestant ethics and values, particularly Puritanism, played a role in fostering experimental science.
- Max Weber, R.K. Merton, S.F. Mason, and Christopher Hill are scholars who support the idea of a connection between Protestantism and the emergence of modern science.
- Weber suggests that Calvinism created a favorable atmosphere for experimental science.
- Merton emphasizes the role of Puritanism in the emergence of modern science, particularly in England.
- S.F. Mason points to various factors, including economic stimulus and religious motivation, as contributing to the growth of scientific movements.
- Christopher Hill argues that the English Puritan revolution had a strong scientific element and that Puritanism, modern science, and the bourgeois class had a close relationship.
- Critics of this view, such as M.M. Knappen, M.H. Curtis, J.B. Cannot, T.K. Rabb, T.S. Kuhn, and H.F. Kearney, challenge the idea that the rise of modern science was closely linked to the Protestant Reformation.
- T.S. Kuhn highlights that both Catholics and Protestants opposed Copernicus, and the early scientific community had individuals from both religious backgrounds.
- H.F. Kearney suggests that the relationship between Puritanism and science is not straightforward and that other factors also played a role in the development of modern science.
- William Ashworth discusses the role of Jesuits in early modern science but notes deficiencies in their approach.
- Toby Huff presents a culturist interpretation, arguing that the legal revolution in Europe, which encouraged rational study of nature, was a key factor in the rise of modern science.
- The rise of modern science is associated with a shift from feudalism to capitalism, and individual contributions played a significant role.
- The Scientific Revolution marked a triumph of mind and emphasized the link between liberty of thought and democracy, resulting in a reorientation of many individual sciences and new conceptions of nature.
- The European expansion into distant lands through maritime exploration and colonization began in the late 15th century.
- Portugal and Spain were the first European countries to establish colonial empires in far-off regions, followed by other northwestern European states.
- European colonial rivalry resulted in numerous wars, ultimately leading to Europe’s domination over other parts of the world.
- Prior to the 15th century, Europe had established trade links with the East through overland routes, importing spices, silk, and other goods from India and beyond.
- Rise of the Ottoman Empire and religious conflicts led to the search for sea routes to Asia.
- Portuguese sailors, led by figures like Prince Henry the Navigator, dominated sea voyages and ocean sailing during most of the 15th century.
- Despite the belief that Portugal was cut off from Europe and had limited resources, it played a leading role in early sea voyages and colonial empire building.
- The Portuguese had engaged in conflicts with North African Moors, driven by economic motives, to capture gold supplies from the south of Sahara.
- Portuguese exploration and colonization efforts were influenced by economic, political, and personal factors, along with external financial support from foreign merchant bankers.
- African trade brought wealth to Portugal, its traders, the crown, and the aristocracy.
- Competing with the Portuguese, seamen and explorers from Andalusia and Castile, regions of Spain, also embarked on voyages to discover new territories and sea routes.
- The Portuguese’s success in occupying the Canaries spurred further explorations in the mid-15th century.
Motives Behind the Early Voyages
- Early European maritime exploration was motivated by various factors, making it difficult to pinpoint a single reason.
- The desire to break the Italian monopoly on the luxury trade with Asia (spices, silk, etc.) and find alternative sea routes to Asia was a significant driver.
- Traditionally, the exploration motives are summarized as “God, Gold, and Glory.” “God” represents the role of Christianity in voyages, “Gold” symbolizes economic motives, and “Glory” pertains to those who played a crucial role in exploring new territories.
- The idea that Turkish control of the Middle East disrupted trade routes is disputed, as Portuguese voyages began before this and spice imports from the Middle East were increasing until the late 15th century.
- Some early sea voyages near West Africa were crusades against Muslims, driven by religious motives.
- Marco Polo’s travels to Asia inspired later explorers, even though he was imprisoned in Genoa and dictated his accounts to Rusticello of Pisa.
- Prince Henry the Navigator of Portugal, despite never embarking on a sea voyage himself, is credited with initiating and supporting early voyages through his patronage of research in various fields.
- The emergence of strong centralized states with powerful rulers, such as Isabella and Ferdinand of Spain, played a role in promoting geographical explorations and search for new territories.
- Economic factors included the desire to find gold and silver, and the availability of capital played a part in early sea voyages.
- The role of population pressure as a motive is disputed, with some arguing that Europe was not overpopulated when the Portuguese voyages began, and demographic growth occurred later.
- The need for spices for preserving food and meat consumption was a growing concern and contributed to the quest for direct routes to Asia.
- Controlling the slave trade and addressing labor shortages played a role in the exploration and colonization efforts.
- The combined efforts of rulers, the bourgeoisie, the aristocracy, Christian missionaries, and individuals seeking personal glory all contributed to territorial discoveries and the creation of colonial empires in a multifaceted manner.
Improvement in Geographical Knowledge and Navigational Technology
- Various ancient writings, such as Ptolemy’s Geography and works by Strabo, were translated into Latin by humanists, sparking renewed interest in exploration.
- In the Middle Ages, there was disagreement about what lay beyond Europe, but educated people believed in a round Earth.
- Early Europeans had no knowledge of the American continent and different geographers had various ideas, including the belief that the equator was an impassable barrier.
- Toscanelii suggested to Columbus that he could reach Asia by sailing westward from Lisbon on the same latitude.
- Success in early sea voyages was closely tied to map-making and navigational techniques, including geometry, arithmetic, and understanding of latitude and longitude.
- Portuguese navigators made significant contributions to navigation and cartography.
- Abraham Zacuto devised a table of the sun’s height to help determine latitude.
- Gerard de Cremer, known as Mercator, developed Mercator’s projection, a method of projecting the curved Earth onto a flat surface, making navigation more accurate.
- The use of maps and map-making facilitated sea journeys, and Portolan charts, made on animal hides, were among the earliest types.
- Ship-building techniques evolved with the development of various types of ships, including cogs, caravels, and fluyts. Caravels, influenced by Arab technology, were slimmer, lighter, and faster.
- Caravela redonda was a versatile ship, suitable for carrying naval guns.
- The Dutch developed the fluyt, known for its low operation cost.
The Renaissance and Sea Voyages
- Two interpretations regarding the relationship between early sea voyages and the Renaissance exist: the Renaissance School suggests the spirit of the Renaissance influenced voyages, while others believe that medieval preparations were the driving force.
- Humanists in the second half of the 15th century first used the term ‘discovery’ to refer to both finding ancient texts and cultures and exploring new territories by sea voyagers beyond Europe.
- Gutenberg’s invention of the printing press led to a surge in Latin and vernacular works on geography and exploration.
- Common features between the Renaissance and early sea voyages include a sense of historic significance, a desire for fame and glory, and experimentation.
- Scholars who support the Renaissance School argue that overseas explorations were driven by curiosity and experiments inspired by the Renaissance, with many mariners and early voyagers coming from Italy, the birthplace of the Renaissance.
- Conversely, a significant number of scholars believe that the primary motive for oceanic journeys was economic, with a focus on obtaining prized Asiatic luxury goods.
- Some early attempts at oceanic exploration date back to the medieval period, such as the Vivaldi brothers’ voyage in 1291, which inspired later Portuguese mariners.
- Italy’s leading states, strongly associated with the Renaissance, had no direct links to the voyages of discovery, and the discoverers had little interest in Renaissance scholarship.
- Geographically, the Renaissance was centered in Italian states and Burgundy, while the sea voyages were primarily undertaken by Portugal and Spain.
- The Renaissance focused on cultural aspects, while the sea voyages had strong religious motivations.
The Early Sea Voyages
- Portuguese exploration in the early 15th century played a significant role in early sea voyages, as they discovered and colonized the Atlantic archipelagos of the Canaries, Madeira, and the Azores.
- Between 1415 and 1475, Portuguese explorers expanded their geographical boundaries by conquering Ceuta, Cape Bojador, Cape Verde, and Sierra Leone in western Africa. Sugar production and trade were initially key motivations.
- The year 1460 saw the introduction of political and religious incentives for exploration. The discovery of new islands led to their exploitation, including the beginning of the African slave trade.
- The accession of John II to the Portuguese throne in 1481 marked significant voyages. Diego Cao explored a long stretch of African coast, including Cape Cross, and Bartholomew Diaz rounded the Cape of Good Hope, renaming it from the Cape of Storms.
- Christopher Columbus, born in Genoa in 1441, gained knowledge of the Atlantic and developed a plan for his journey to India during his stay in Madeiras. He eventually gained support from the Spanish rulers for his westward voyage, which led to his landing in the Bahamas in 1492.
- Columbus made three more voyages but did not fully benefit from his efforts. The lasting significance of his voyages is not just the discovery of America but the first stage of global integration, extending European influence to distant regions.
- Recent historians view Columbus more critically, emphasizing the negative aspects of exploitation and imperialism, and referring to the era as an “encounter” or “contact” rather than a “discovery.”
- Vasco da Gama, son of a Portuguese admiral, found the sea route to India, and his voyages focused on armed trading ventures. He used the service of Arab navigator Iben Mejid to reach Calicut, a key center for the pepper trade.
- Ferdinand Magellan, a Portuguese explorer who later sailed for Spain, embarked on a westward voyage to the Moluccas. He led an expedition through the Strait of Magellan and across the Pacific Ocean, circumnavigating the earth and confirming its roundness.
- Other explorers such as John Cabot, Sebastian Cabot, Jacques Cartier, Henry Hudson, Francis Drake, and others from various countries contributed to the knowledge of geography and the extension of European control over new regions.
- The French, through explorers like Cartier and Marquette, established colonies in Canada. The English explorers Henry Hudson, John Cabot, and others played significant roles in early North American exploration.
Rise of Colonial Empires
- The rise of colonial empires was driven by the discovery of new territories, which eventually led to conquest and colonization. This process resulted in the creation of colonial empires by Portugal and Spain.
- Portuguese domination extended from the European Atlantic to the Indian Ocean, the East Indies, and areas bordering the Pacific. While the interests of the merchant class were crucial, the initial impetus for colonial expansion came from the nobility, particularly younger sons with limited land ownership.
- Portuguese colonization began in the east and was primarily executed as a royal enterprise. Their early attempts in Africa aimed at sugar production and the slave trade. In Asia, their success was due to naval supremacy, control of key commercial seaports, and the goal of monopolizing the spice trade.
- The Portuguese adopted a strategy of establishing key ports and sea routes, and they pursued a policy of eliminating potential rivals and securing trade monopolies over spices and other valuable goods.
- The Dutch, inspired by the profits of Portuguese trade, began procuring spices from the Portuguese. However, when the Habsburg rulers inherited the Crown of Portugal in 1580, the Dutch established their settlements and maintained trade monopolies in the East Indies.
- In the Western hemisphere, Portuguese expansion was halted due to conflict with Spain. The Treaty of Tordesillas in 1494 moved the line of demarcation, granting Spain a greater share of newly discovered territories.
- The Portuguese empire in Brazil began when Pedro Álvares Cabral reached the territory, either accidentally or with secret instructions from the Portuguese king. The region became known for sugar production, and outside labor, including slaves, played a key role in its development.
- Brazil was divided into twelve captaincies, each assigned to proprietary landlords. These landlords, known as donatários, had administrative, judicial, and fiscal powers and were responsible for defending the land.
- Portuguese colonial society in Brazil was based on criteria such as purity of blood, social rank, and marital status. There was a threefold estate system comprising ecclesiastics, nobility, and ordinary men. Unmarried men, known as soldatos, formed a private army for nobles and had divided loyalties.
The Spanish Empire
- The Spanish colonial empire primarily encompassed the western hemisphere, particularly Central and South America and the West Indies, except for the Philippines in Asia.
- The Spanish colonial population in these territories was characterized by a lack of peasants and manual laborers, and there was significant prejudice against them.
- The colonial society included officials, lawyers, notaries, landowners (encomenderos and ranchers), mine owners, clergy, merchants, and shopkeepers, creating an urban-focused empire.
- The urban character of the Spanish colonial empire was evident in widely dispersed settlements with an underdeveloped urban network and concentration and dispersal of the population.
- Administrative authority in these centers was controlled by authorities in Spain, and private efforts initiated the empire’s establishment before the Spanish Crown established control.
- Immigrants to the New World came from diverse backgrounds with varying motives, including seeking wealth, higher social status, escaping Spanish laws, spreading Christianity, and establishing political power.
- Conquistadors were a prominent group of individuals who played a significant role in the Spanish empire’s expansion and conquest of new territories.
The Age of the Conquistadors
- The discovery of new lands by Christopher Columbus and the samples of gold he brought back led to rumors of immense riches in the “New World,” sparking the age of the conquistadors.
- The conquistadors were ambitious and adventurous men from Spain who left for the Americas in search of territories they could claim as their own, ultimately acquiring most of the American territories.
- Hernando Cortes, an aristocrat from southwest Spain, initiated the conquest process in 1519 by subjugating the Aztec empire with a small army. He was highly ambitious, educated, and possessed administrative experience.
- Cortes arrived in Mexico, founded Vera Cruz, and established his independent command by surrendering his commission from Cuba.
- The arrival of the Spaniards brought smallpox, which devastated the local population, providing an opportunity for Cortes to invade the Aztec empire.
- Francisco Pizarro, another famous conquistador, conquered the Inca civilization in Peru and discovered the silver mines of Potosi, which became a significant source of silver for Spain.
- Various conquistadors like Alvarado, Quesada, and Belalcazar added semi-independent territories to the Spanish empire.
- Vasco Nunez de Balboa, who sailed in 1500, was the first important conquistador on the American mainland and discovered the Pacific Ocean.
- The conquistadors’ conquests were swift but destructive, characterized by treachery and cruelty, as they primarily sought personal gain.
- The encomienda system, which assigned indigenous people to Spanish landowners, was initially approved by King Ferdinand but later faced opposition due to its abuses and inhumane treatment of the natives.
- The Spanish crown sought to control the territories and resources acquired by the conquistadors, leading to the creation of institutions like the Corregimientos de Indies to counterbalance the encomienda system.
- The New Laws of the Indies in 1542 curtailed settler privileges and abolished the encomienda system, but it was later recognized in New Spain and Guatemala in 1549.
- The Spanish colonial structure featured a hierarchy of institutions controlled by the Spanish crown, including controlling councils in Spain and municipal administration in the colonies.
- The Council of Indies and the Casa de Contratacion in Spain played crucial roles in directing various aspects of colonial government, including trade and appointments.
- Spanish rule in the colonies had an urban character, but the initial years were marked by instability, natural calamities, and geographical barriers affecting administrative centers.
- The effectiveness of Spanish rule and the nature of control varied in different regions of the New World, depending on geographical features and economic potential.
The Impact of the Colonial Empire
- European explorations and discoveries in the late 15th and early 16th centuries were crucial milestones in human history, leading to the colonization of numerous parts of the New World.
- Navigational superiority and knowledge of firearms were instrumental in European success, establishing European influence and power in distant regions.
- The immediate impact of Columbus’s death and the discovery of the New World was not as dramatic as commonly believed.
- The New World’s significance became apparent as bullion and new products arrived and as Europeans became more familiar with these territories.
- Historians’ views on the discovery of the New World have evolved over time, with some emphasizing the positive impact of new regions, while others focus on the role of colonial trade in the emergence of the world capitalist economy.
- The Berkeley school of thought rejects the idea that the Indian civilizations were savages and traces European imperialism’s roots to the age of the crusades.
- The shift of economic balance from Mediterranean states to Atlantic countries was a significant result of the colonial empires of the Iberian states.
- The discovery of new territories had a significant economic impact on Europe, leading to the rise of new seaports along the Atlantic coast and the growth of the shipping industry.
- Firearms and weapons were introduced to America by the Europeans, with Spain initially taking the lead in trans-oceanic trade. However, Holland and England ultimately reaped the benefits and became major players in the shipping industry.
Exchange of Crops and Diseases
- Historian Alfred W. Crosby explored the biological consequences of European arrival in America, highlighting the exchange of plants and animals between the continents, which had both beneficial and catastrophic outcomes.
- The exchange of crops, including potatoes, tomatoes, cocoa, tobacco, maize, peanuts, vanilla, rubber, and kidney beans, transformed European diets and agricultural practices.
- Maize and potatoes, in particular, significantly contributed to solving the problem of feeding the growing European population, replacing traditional cereals in some regions.
- New American foods like sweet potatoes, tomatoes, and red peppers gradually gained popularity in Europe, altering European menus and culinary preferences.
- European colonial empires promoted the exchange of daily consumption products across the world, with various crops and plantations leading to the development of specific industries in Europe, particularly along the Atlantic coast.
- The introduction of various domesticated animals, such as horses, cattle, sheep, donkeys, goats, pigs, water buffalo, and fowl, by the Spaniards had a significant impact on American life and food content.
- Prior to Columbus’s voyage, the chief income from the overseas empire came from African gold, slaves, and malagueta (a cheap substitute for pepper). Asian spices, especially black pepper, ginger, cinnamon, cloves, nutmeg, and mace, played a vital role in Portugal’s state revenue and trade, with Antwerp serving as a major center of spice trade.
- The exchange of New World products for European industrial goods contributed to European hegemony over other continents and had far-reaching consequences in the long run.
Demographic Consequences
- Historians like Fernand Braudel, Eric R. Wolf, Wallerstein, and William McNeill have highlighted the role of population migration in the spread of diseases between the Old World (Europe, Asia, Africa) and the New World (the Americas).
- There is debate among specialists about whether certain diseases existed in the Americas before 1492, with some arguing that diseases like yellow fever might have been either African or endemic among American monkeys.
- Diseases exported from Europe to the Americas included smallpox, measles, whooping cough, chickenpox, bubonic plague, malaria, diphtheria, and influenza. This exchange of diseases is sometimes referred to as “bacteriological warfare.”
- Smallpox had a devastating impact on Amerindian populations, causing demographic losses estimated at between a quarter to one-third of the population, with the Valley of Mexico experiencing frequent epidemics between 1519 and 1810.
- The creation of colonial empires led to significant population migration from Europe to the New World, driven by various motives, including economic opportunities, social status improvement, escape from oppressive rule and religious persecution.
- The state encouraged migration through grants of land or tax exemptions, particularly in less-favored regions facing labor shortages.
- Estimates of the number of immigrants to the New World vary, with official Spanish figures suggesting around 15,480 men migrated between 1509 and 1559, but some historians believe the actual number was much higher, possibly around 226,870 persons.
- Italians had strong links with Spain due to Aragonese rule over Italian kingdoms and played a significant role in migration to the New World.
- While many Europeans migrated to the New World, there was little to no significant migration of the American local population to Europe.
- The European conquests, especially by the Spanish conquistadors, led to the decline of prosperous Amerindian civilizations like the Aztec and Inca. It is estimated that almost 70 million people died due to the European conquests.
- Efforts to offset the decline in Amerindian populations included the import of African slaves and intermarriage between Europeans and local women, leading to the creation of the mestizo population.
- By the time of American independence, 19% of the total population in the New World consisted of black slaves, reflecting significant population shifts and changes in the ethnic character of the western hemisphere.
Art and Literature
- The impact of the early colonial empires on art and culture was not profound initially, but some indirect influence became discernible over time.
- Information about the New World began to reach Europe through various sources, including Spanish reports, sea voyagers, missionaries, pirates, and traders. This intrigued Europeans, leading to increased interest in the extent and variety of the world.
- These discoveries interested not only governments and rulers but also cartographers, educationists, writers, and artists.
- The assimilation of information about the New World was slow, as educated Europeans were preoccupied with their own activities and traders were primarily focused on profit.
- Adventurous journeys to the new lands stimulated the ideas of a few writers. Navigators and sailors popularized medieval legends, inspiring works like Edmund Spenser’s “The Faerie Queene” and William Shakespeare’s “The Tempest.”
- Writers like Francis Drake and John Hawkins captured popular imagination as adventurous sea pirates, and literature began to reflect themes of shipwrecks, piracy, and the fall of Amerindian empires.
- French writers, such as Michel de Montaigne, advocated for the acceptance of diverse human customs found in different parts of the world. Some poets and writers showed interest in the exotic themes and subjects of America and Asia.
- The impact of exotic themes from the New World and Asia could be seen in the arts and architecture of the conquistadores, as well as in the works of Dutch painters like Albert Keknout and Frans Post.
- During the eighteenth century, interest in oriental art began to develop. In literature, writings based on colonial imagery enriched the literature of early modern Europe, particularly in Spain.
- The discovery of new routes and lands significantly impacted the understanding of geography and cosmography. It disproved centuries-old beliefs, such as the concept of a flat earth, through the circumnavigation of the world by explorers like Magellan.
- The discoveries of two oceans and a wider earth circumference expanded Europeans’ horizons, leading to increased interest in oceanography, cartography, and navigation.
- Gerardus Mercator’s cartographic projection accurately depicted the spherical earth’s surface onto a geometrical plane.
- Information on the interiors of the continents reached Europeans slowly, but the new knowledge contributed to biological and zoological sciences by introducing them to new species of plants and animals.
- One of the earliest works on these new plants was by Spaniard Nicolas Monardes in 1569.
The Economic Impact
- European colonies had a significant impact on the economic life of Europe. European settlers organized production in the colonies, using indigenous people and Africans as slaves for primary production.
- In Asia, the European approach differed. They encountered well-developed economic and social systems, becoming merchants rather than primary producers of goods.
- The economies of the New World had two main characteristics regarding production and trade. One focused on precious metals, hides, cochineal, sugar, and other exports in exchange for European goods, including slaves.
- The second aspect was a mercantile economy based on mines and plantations in regions like Mexico, Potosi, Lima, Panama, and Havana. This system relied on forced labor, involving African slaves, Indigenous people, and those of mixed descent.
- The plantation economy, producing cash crops like sugar, cotton, and tobacco, transformed the commodity pattern of trade. These cash crops required large capital investments and relied heavily on slave labor.
- Silver imports from the New World contributed to the European economy, potentially causing the Price Revolution and leading to major social and commercial transformations.
- The commercial institutions of Europe expanded and evolved to accommodate the increasing volume of trade, leading to what is known as the Commercial Revolution.
- The Atlantic slave trade was a notorious practice with devastating consequences. European involvement led to the subjugation of Africans, making them commodities shipped to distant continents for profit.
- Slavery had existed for centuries in different parts of the world, but the rise of colonial empires significantly increased the scale of the African slave trade.
- African slaves replaced Indigenous laborers in many colonial regions, primarily to work on plantations. Portuguese and Dutch merchants supplied these slaves to European markets, Spanish America, Brazil, and the Caribbean islands.
- The triangular trade system linked Africa, Europe, and the New World, resulting in a rapid growth of the slave trade. Africa sent a significant number of slaves to respond to European demand, which had widespread repercussions in Africa.
- African states and regions, both powerful and weak, were influenced by the demand for slaves, which weakened some and encouraged the rise of others. The slave trade ultimately paved the way for the colonization of Africa by European powers.
Impact on Spain
- Spain’s colonial possessions increased the power and prestige of the Spanish crown in Europe, leading to significant physical and administrative expansion.
- The Spanish empire established a vast bureaucracy, including the Council of the Indies, Casa de Contratacion, judicial structures, viceroys, and audencias. It also extended its ecclesiastical patronage and created numerous bishoprics and archbishoprics in the New World.
- Spain and Portugal pursued colonial policies focused on controlling trade routes and establishing trade monopolies, contributing to mercantilism, which emphasized national control over trade.
- The Spanish colonies specialized in mining precious metals, and their exports primarily consisted of bullion.
- The focus on bullion extraction and the absence of diversification of trade led to Spain’s dependence on foreign imports to meet colonial demands, contributing to a trade deficit.
- Spain’s involvement in numerous wars and imperial ventures, including wars against England, the Netherlands, and the Turks, strained its resources and revenues.
- While the New World initially supported Spain’s imperial efforts, the increasing costs and conflicts with other European powers took a toll on its economy.
- The over-exploitation of local populations and the misuse of resources led to the decline of Spanish colonial holdings and their subsequent exploitation by other European nations.
- The atrocities committed by Europeans in newly acquired territories, especially by the Spaniards, resulted in criticism and debate on the legal and ethical treatment of indigenous people.
- Figures like Bartolomé de las Casas raised questions about the rights of conquered non-Western peoples and influenced the Spanish monarchy to abolish Amerindian slavery.
- Las Casas’s works provided the early foundation for the concept of human rights and the idea of the “noble savage.”
- The encounters between Europeans and the indigenous populations transformed from exploration to collision, often leading to subjugation and colonization by European powers.
- The period between Columbus’s voyages in the late 15th century and Captain Cook’s explorations in the late 18th century marked the foundation of the modern world, characterized by expanded knowledge, exchanges of goods, and imperial struggles.
- Mercantilism emerged in the late-fifteenth century with the growth of trade routes, trans-oceanic empires, and increased international shipping.
- It was associated with the influx of gold, silver, and luxury goods from the New World and the East, transforming European states and societies.
- The relationship between economic thought and state policies led to the concept of “mercantilism,” which characterized the economic nationalism of rising European states.
- Definitions of mercantilism vary, with scholars disagreeing on its exact meaning.
- Mercantilism has two main interpretations: classical economists like Adam Smith condemned it, while German historical economists, like Gustav Schmoller, approved of its focus on state power.
- Adam Smith coined the term “mercantilism” in his book “Wealth of Nations,” published in 1776.
- Mercantilist policies were not uniform across states and were influenced by local variations and practical considerations.
- State policies were influenced by the ideas of pamphleteers, authors, and policy makers who addressed specific economic and political issues of their time.
- Mercantilism is characterized by its focus on the economic welfare of the state, regulation of nationalist character, and the importance of money in defining wealth.
Origins
- Mercantilist policies of economic nationalism were rooted in earlier feudal and municipal practices in Europe.
- These earlier practices showed a distrust of outsiders, a preference for gold and silver, and relied on corporate institutions like guilds.
- Mercantilism extended these ideas to the level of the entire state, emphasizing the importance of trade and wealth for the monarchy.
- The government played a central role in regulating the economic life of subjects, but policies varied among different states based on their specific economic and social conditions.
- Strong governments and developed trade were prerequisites for implementing mercantilist policies.
- Mercantilist policies aimed to strengthen centralized state structures by regulating semi-independent local authorities.
- Initially, mercantilist policies focused on nationalism, with customs tolls and restrictions on trade in various European states.
- According to historian Braudel, many key decisions of classic mercantilism had precedents in earlier policies.
- Mercantilists were considered patriots, seeking to defend their nation’s interests.
The Chief Ideas of Mercantilism
- Mercantilist ideas emphasized government involvement in stimulating, supervising, and protecting the national economy.
- The aim was to increase the state’s power and efficiency by accumulating wealth, primarily in the form of gold and silver bullion.
- This economic approach was referred to as etatism, seeking to control and regulate various aspects of the economy.
- Different European states adopted mercantilism with variations based on their specific economic and social conditions.
- It was considered essential to strengthen centralized state structures and centralize authority, shifting it from lower administrative levels to the state level.
- Wealth was seen as a means to reinforce the state’s strength rather than an economic concept.
- Merchants and manufacturers were protected against foreign competition.
- Different states had their variations of mercantilism based on their economic priorities, such as spice trade, bullion trade, shipping, manufacturing, colonial regulation, and others.
- Bullionism, the importance of gold and silver, was a central theme, and the Spanish success in obtaining silver from the New World was a model for other European states.
- Control of the balance of trade and balance of payments became crucial for retaining wealth within the state.
- Mercantilist policies aimed for a surplus of exports over imports, leading to a focus on self-sufficiency, manufacturing, and industry.
- Skilled artisans were encouraged to settle in different regions to contribute to the country’s industries.
- Emphasis on agriculture was to provide raw materials for industries.
- Colonies played a significant role in mercantilist policies, providing markets, raw materials, employment, and trade opportunities.
- Colonization efforts and colonial wars among European powers were driven by mercantilist ideas.
- The development of sea power was essential for controlling foreign markets, implementing tariff regulations, and protecting sea trade against foreigners and pirates. Powerful navies were considered vital to a country’s prestige and success in mercantilist policies.
Mercantilism in European States
- Different European states implemented mercantilist policies tailored to their unique economic strengths and needs.
- Italian states, such as Venice and Genoa, were early adopters of mercantilist practices, exercising strict control over trade, especially in luxury products.
- Venice controlled trade through the eastern land route, excluded foreign merchants, and established a state monopoly.
- Portugal, under royal supervision, carried out sea exploration for new trade routes to Africa and Asia, leading to the establishment of royal monopolies over spice trade.
- The Portuguese crown controlled the pepper trade, ensuring low acquisition costs and high selling prices.
- Spain displayed early mercantilist tendencies from the thirteenth century, including restrictions on the export of gold and silver.
- In Spain, death penalties were imposed for exporting bullion or coins out of the country.
- Measures were taken to restrict the import of wine, and laws required merchants to export an equivalent value of Spanish goods.
- The Spanish crown enacted strict mercantilist legislation to retain control and monopoly over American colonies.
- The royal council of the Indies and the Casa de Contratacion were established to supervise and regulate colonial trade.
- Trade restrictions, including the requirement that all colonial trade pass through specific ports, aimed to protect and control colonial commerce.
- The government imposed sales taxes (alcabala) on various products, affecting economic growth and capital accumulation.
- The Spanish shipping industry grew substantially due to colonial requirements, but foreign merchants benefited from crown monopolies.
- Wool production was promoted over cloth-making, with monopoly rights granted to mesta farmers who controlled wool and sheep trade.
- This policy led to the conversion of lands into pastures, adversely affecting agriculture and making Spain dependent on foreign supplies.
English Mercantilism
- England, as a reasonably unified state by the late 15th century, implemented national regulations based on mercantilist principles.
- Key aspects of English mercantilism evolved over several centuries, including bullionism, balance of trade, regulation of domestic industries, and, from the late 17th century, a focus on navigation laws and colonial regulation.
- From the time of Henry VII, England pursued policies to enrich the royal treasury through trade and bullion.
- Various laws and regulations were introduced to regulate manufacturing, provide worker training, and encourage industry.
- Measures to reduce imports and boost exports included export bans on wool and leather, as well as quality inspection.
- Monopolistic institutions were established, granting monopoly rights to select groups of merchants for specific products or regions.
- Monopoly rights were also used to strengthen certain industries and direct profits to favored individuals.
- The Cockayne project aimed to restrict the export of undyed cloth but was designed to support Eastland merchants trading in the Baltic.
- England signed treaties with foreign states to encourage the export of its products.
- A series of Poor Laws was enacted to address urban poverty and control the entry of outsiders into specific crafts.
- Bullionist regulations prohibited the export of coins or bullion, and English goods had to be shipped only on English vessels.
- These policies contributed to the development of a powerful English navy, asserting England as a maritime and colonial power.
- Colonial expansion began in the 17th century, with the establishment of the English East India Company in 1600.
- The rise of the bourgeois class in England was closely linked to the expansion of trade and manufacturing, requiring state encouragement and protection.
- The first Navigation Act of 1651 aimed to establish English supremacy over nearby waters and regulated European goods’ transportation.
- England implemented several Navigation Acts, leading to naval conflicts and the decline of Dutch commercial supremacy.
- 18th-century England saw increasing regulation over its colonies, including the passage of legislation to regulate and exploit colonial commerce.
- The rivalry between England and France over mercantilist policies resulted in colonial wars and contributed to American independence.
- Sir George Downing, known as the architect of the English mercantile system, emphasized increasing the volume and value of exports, reducing imports in foreign-owned ships, and promoting British shipping.
- The emphasis in English mercantilism evolved over time, shifting from bullionism and internal supervision to foreign trade and colonies in response to economic development.
Mercantilism in France
- France saw a close relationship between mercantilism and absolutism, with resistance to mercantilism sometimes taking an anti-absolutist character.
- French mercantilism received significant attention from economic thinkers and scholars.
- The development of French mercantilism had some similarities to England, but differences existed due to distinct political institutions, economic conditions, and geographical factors.
- French mercantilism gradually developed during the late Middle Ages, with policies aimed at national self-sufficiency and increased production.
- Early regulations in France focused on retaining gold and silver, promoting annual fairs, developing mineral resources, and restricting luxury goods consumption.
- France implemented measures to promote self-sufficiency, including encouraging the production of clothing domestically.
- Monopolies were granted to select merchants, similar to other European states.
- Merchants were encouraged to create new industries through honors, tax exemptions, and subsidies.
- French rulers regulated industries, such as woollen cloth, leather goods, and textiles, to maintain quality.
- The organization and supervision of guilds in various industries and commerce were established.
- The French government also aimed to control the entry of outsiders into specific crafts to maintain product quality.
- Bullionist regulations were introduced to attract and retain precious metals within France.
- A focus on encouraging trade with Spain as a potential bullion earner was established.
- Detailed regulation of the industry was an essential feature of French mercantilism.
- Montchretien, Lafemas, and the Commission of Commerce were influential figures in promoting mercantilist policies in France.
- Richelieu and Louis XIII adopted mercantilist policies and encouraged commerce and manufacture.
- Jean Baptist Colbert became a key figure in promoting French mercantilism, emphasizing the importance of monetary wealth for the state’s greatness and power.
- Colbert followed Vodin’s protectionist principles and aimed to attract bullion through foreign trade, particularly with Spain.
- He implemented a wide range of measures to regulate and control the French economy, focusing on manufacturing, guilds, quality control, and standards.
- State control extended to many aspects of industrial life, and the Code of Commerce formed the basis of French commercial law.
- Various royal companies were established to create French colonial empires, such as the French East India Company.
- Colbert believed in the inseparable relationship between economic and political elements and promoted policies to make France prosperous and strong.
- Despite extensive state control and regulation, French industrialization failed due to the reluctance of the bourgeoisie to invest in industrial activities and a weak financial base.
- French mercantilism did not develop into an academic discussion as in England, and financial support for mercantilist projects remained fragile.
- The success of mercantilist projects was closely linked to the leadership of figures like Colbert, and policies saw limited success once he left office.
Mercantilism in Netherlands
- The economic condition of the Netherlands differed significantly from other European states, as they developed as brokers, exchangers, and shipowners with a well-balanced economic structure.
- The Dutch economy was primarily focused on trade and commerce, and bullion accumulation was not a central aspect of Dutch mercantilism.
- The Dutch advocated freedom of the seas and emphasized monopoly trading in their colonies, supported by political power.
- The war of independence against Spain brought out Dutch nationalism and elements of mercantilism in their policies.
- Dutch mercantilism is challenging to categorize, as it did not prioritize bullionism, but it did involve the creation of monopolies, which was a key element of mercantilism.
- Dutch advocacy of free trade was limited, and they behaved similarly to other colonial powers in their overseas empire.
- “The Interests of Holland,” published in 1662, is considered the standard account of the Dutch economy and their political occupation.
- Dutch statesman John de Witt and Leiden merchant Pieter de la Court are believed to be the authors of “The Interests of Holland.”
- De la Court emphasized the freedom of traders and manufacturers from persecution, taxation, monopoly, regulation, religious control, and dynastic rule.
- The Dutch were dependent on international trade, and heavy taxes negatively affected the economy, so they demanded freedom for wealth creation.
- Import and export duties in the Netherlands were kept low to encourage international trade and carrier trade.
- Some Dutch mercantilists criticized state policies for permitting the outflow of wealth, while others believed that the country’s economic success was rooted in its commercial freedom.
- In the 17th century, emerging neighbors, Britain and France, challenged Dutch commercial power by adopting strict mercantilist policies based on shipping and colonial interests.
- The conflicts with Britain and France led to a series of naval wars, which ultimately ended Dutch supremacy in the North Sea.
Mercantilism in Prussia and Austria
- Mercantilism in Prussia had its roots dating back to the period of the Thirty Years War (1618-1648).
- The principles of mercantilism were adopted during the post-war period to rebuild the country.
- Prussia, along with Austria, provided the setting for implementing mercantilist ideas that involved strong state control of the economy.
- Mercantilism in Germany was influenced by the absolutist doctrine and assumed that the state had absolute power in the economic sphere.
- The primary objective of German mercantilist policy was to create a favorable balance of trade, emphasizing the importance of wealth, especially precious metals, for political power.
- The Imperial Diet issued numerous economic ordinances, but states implemented them based on their individual interests.
- German mercantilism involved a population policy that discouraged emigration and encouraged immigration to increase the labor force.
- Cameralists, a school of scholars in Germany, contributed to the development of mercantilist ideas and were recognized by the state.
- Cameralist studies encompassed a wide range of topics related to the economy, trade, industry, and agriculture, and focused on state revenue management.
- Veit Ludwig von Seckendorff, an influential Cameralist, opposed the outflow of money spent on luxury imports and supported the evolution of guilds and well-educated bureaucrats.
- In the late 17th century, the Vienna School of Austrian Cameralists emerged, promoting an economic program that unified various mercantilist principles.
- Notable Austrian Cameralists included Johann Joachim Becher, Philipp Wilhelm von Hornigk, and Wilhelm Schroeder, each contributing to the economic discourse.
- J.H.G. Justi and J. von Sonnenfels, in the age of enlightenment, advocated the concept of a social contract, where individuals surrendered their rights to the state due to economic necessity.
- German mercantilism was a blend of ideas borrowed from English and French mercantilists, adapted to regional state needs.
- The division of Germany into small states created economic tensions as each state pursued its version of mercantilism.
- Prussia effectively implemented mercantilist policies, including high tariffs, protectionism, industrial subsidies, and state regulations.
- New industries were established under royal patronage, skilled manufacturers and artisans were invited to settle, and agricultural policies encouraged production.
- Prussian mercantilism played a role in the economic recovery after a prolonged period of warfare, although it was not as extensive as in France or England.
Sweden
- In the 17th century, Sweden adopted mercantilist policies influenced by the prevailing European trend.
- Gustavus Adolphus’s rule saw subsidies provided to ship owners for constructing armed ships.
- Sweden founded several trading companies, but most of them were unsuccessful.
- The trade in tar was converted into a monopoly as part of mercantilist measures.
- Widespread warfare and conflicts during the century hindered the success of mercantilist policies in Sweden.
- J.C. Risingh was a notable Swedish mercantilist writer, and his work “Tract of Commerce” (1669) reflected traditional bullionist views.
Rejection of Mercantilism
- By the 18th century, mercantilism’s ideas of state intervention and regulation in the economy were losing acceptance.
- Critics of mercantilism had existed before, but the 18th century saw a stronger condemnation of mercantilist policies.
- Nicholas Barbon, in his works, contested the importance of a large supply of bullion, emphasizing the utility of money as a medium of exchange.
- Sir Joshua Child criticized certain mercantilist legislation and advocated a low interest rate for national prosperity.
- Charles Davenant criticized the restriction of trade with France but supported the Navigational Acts and export of bullion by English companies.
- In France, criticism of mercantilism came from various cities and figures like Pierre le Pesant de Boisguilbert, who demanded freedom in pricing and foreign trade.
- Two key economic ideas emerged in the 18th century: laissez-faire in England and the physiocrats in France.
- The physiocrats, including Francois Quesnay, emphasized the importance of agriculture as the true form of wealth and the need for free agricultural trade.
- Adam Smith, a strong critic of mercantilism, believed it was a partnership between princes, nobles, and country gentlemen who knew little about trade.
- Smith’s work “The Wealth of Nations” criticized mercantilism and its preoccupation with bullion, leading to a decline in the influence of mercantilist ideas.
- While Smith’s criticism had an impact, mercantilism’s significance waned as trade and merchant interests had matured over time.
- The Reformation was not only a schism within the Roman Catholic Church but also involved the creation of various Protestant Christian denominations, including Lutherans, Calvinists, Puritans, Anabaptists, Anglicans, and Presbyterians.
- The Counter-Reformation was an effort by some Catholics to reform their church in response to the Reformation.
- The Reformation brought about profound changes in religious sensibilities, attitudes, and the relationship between religion and social and economic issues.
- It encompassed various aspects, including the reform of church and societal structures, reinterpretation of Christian spirituality, and changes in religious doctrine.
- To understand the popularity of Reform movements, it’s essential to consider the historical, political, social, and economic context in which they emerged.
- The Reformation was a complex and multifaceted movement deeply rooted in the medieval past, extending beyond religious reform to encompass broader societal and historical developments.
Prelude
- The Christian church remained effectively unified until the mid-eleventh century.
- Western and central Europe came under the control of the Pope, while the Byzantine church was influenced by the Patriarch of Constantinople.
- Bitter conflicts over supremacy and church incomes led to the split of the Christian Church in AD 1054.
- The Western church became known as the Catholic Church, meaning “universal,” while the Byzantine church became the Orthodox Church, meaning “right faith,” or the Greek Orthodox Church in some areas.
- The Catholic Church played a crucial role in providing religious uniformity to numerous feudal units and stabilizing social relations in the absence of political unity.
- The Pope served as the head of the Catholic Church, with vast wealth and property. He had the authority to make ecclesiastical appointments throughout Europe and had his own army and ambassadors.
- The Catholic Church controlled significant amounts of land, cattle, granaries, and other resources. Church officials, including bishops and abbots, were similar to feudal lords.
- The Catholic Church provided unity to European feudalism and influenced the rulers and princes, who found it difficult to disobey the Pope’s edicts.
- The weakening of the feudal structure in the late medieval period had repercussions on the church as well.
Origins of the Reformation
- In the fourteenth and fifteenth centuries, the Catholic Church faced institutional problems, including a failure of Papal authority to provide spiritual leadership.
- Religious sensibilities of the people were heightened during this time, and various calamities, such as wars, epidemics, and crop failures, were attributed to the wrath of God.
- Contemporary writings revealed increasing ecclesiastical corruption and inefficiency, and the church leaders struggled to satisfy the people’s longing for personal piety.
- The economic changes and feudal crisis preoccupied the Papal courts with financial and political matters, leading to mounting expenses for the church.
- The financial burden of the Catholic Church fell heavily on ordinary people, who were charged for services like marriages, baptisms, confessions, and burials.
- Appeals against the priests often led to expenses related to legal matters.
- The style of collecting funds to meet growing demands created bitterness and hostility against the church and contributed to the background of the Reformation.
- The papacy had developed an extensive bureaucratic structure and fiscal system, requiring significant funds for crusades, wars, building projects, bureaucracy, and a luxurious lifestyle for church officials.
- Traditional methods of extracting revenue were intensified, including tithes, payments for various church services, subscriptions, and the sale of indulgences.
- The sale of indulgences was particularly controversial, as it allowed pardon from grave sins in exchange for substantial payments to the church.
- The church officials held multiple church offices simultaneously (pluralism), which led to the problem of absenteeism as they couldn’t perform all their duties.
- This practice of pluralism contributed to falling standards of church administration.
- Economic problems in the church created a growing divide between the upper and lower clergies. The higher officials, often from the nobility, accumulated wealth while the lower clergy remained poor and unable to advance.
- Social discontent among the lower clergy was directed at the church officials’ avarice, ignorance, and the poor quality of priests.
- An increasing number of women dedicated their lives to God but were unable to become ordained priests. They sought to purify religion through spiritual reforms.
Growth of Popular Religion
- The demand for religious reforms did not signify a rise in anti-religious sentiments. Instead, it reflected a craving for purposeful religion and ideas of definite salvation.
- On the eve of the Reformation, there was a distinct growth in popular religion in Germany and some other regions.
- The crisis of Papal authority was accompanied by the rise of doctrinal pluralism.
- Popular religion aimed to convert the abstract views of theologians into concrete social practices, focusing on shared forms of expression within a Christian context.
- Popular piety remained tied to traditional concepts like hope, prophecy, the desire for redemption, fears of death, and ideas of purgatory and eternity.
- Common religious practices included pilgrimages to holy centers and donations to religious relics to reduce one’s time in purgatory.
- The Modern Devotion and the Brothers and Sisters of the Common Life, founded by Gerard Groote in the Netherlands, were examples of popular mystical movements that emphasized imitating the moral and ethical conduct of Christ.
- Humanist influence during the Renaissance contributed to the Reformation by creating an intellectual climate that challenged scholasticism and provided tools of criticism.
- Christian humanism, led by figures like Erasmus of Rotterdam, stressed the role of the scriptures, discouraged unnecessary religious practices, and emphasized inner piety. It advocated the primacy of scripture and an educated laity.
- The rise of strong centralized states and absolute monarchies in parts of Europe contributed to the Reformation, as rulers sought control over their states, both politically and financially.
- The emergence of the printing press was a significant factor in the success of the Reformation, as it facilitated the rapid spread of Reformation ideas and the availability of reading materials.
- The Reformation focused on original sources such as the Bible and the writings of the early Christian theologians (Patristic Writers) and was made more accessible through the printing press.
- Renaissance humanism challenged scholasticism and made critical analysis of original texts, including those of the Patristic Writers.
- Reformation leaders like Martin Luther and Zwingli sought the support of civil authorities to advance their reform programs.
- Previous reform attempts in the late medieval period, such as those by John Wycliff and John Hus, remained localized and did not have the same impact as the sixteenth-century Reformation.
- The challenge to papal supremacy, supported by Renaissance humanism, led to the Protestant Reformation, enabled by the spread of ideas through the printing press.
- Erasmus of Rotterdam played a significant role in promoting the primacy of scripture, practical piety, and the importance of inner religion.
- The impact of humanism on the Swiss Reformation and German universities challenged scholasticism and papal authority, contributing to the Reformation.
Millenarianism
- Millenarianism was a belief among Christians that foretold the end of the world in the future, during which Christ and his saints would reign on earth for a thousand years.
- This belief drew inspiration from the Book of Revelations and was associated with the concept of a future “millennium.”
- Millenarianism suggested that during this thousand-year reign, justice and goodwill would prevail, and historical wrongs would be rectified.
- Some medieval reformers, especially from the poorer segments of society, interpreted millenarianism as a promise that Christ would condemn the rich and establish a new world for the poor.
- This radical interpretation provided a justification for attacking established institutions and corruption, particularly within the medieval church.
- Millenarian believers often viewed the medieval church as being ruled by an anti-Christ, a concept rooted in the Bible as the “whore of Babylon.”
- Martin Luther and other sixteenth-century reformers continued this tradition of protest by referring to the Pope as an anti-Christ.
- Not all Christians held millenarian beliefs, and there were those who disapproved of this belief and the actions of its followers.
- Recent studies by historians, sociologists, and anthropologists reveal that millenarianism was a widespread, trans-cultural phenomenon, often associated with collective salvation.
- Millenarianism played a role in early modern revolutions and reflected a collective mindset, although not all Christians subscribed to these beliefs.
Social Context of the Reformation
- Scholars have offered varying explanations for the religious upheaval of the Reformation, which shattered the established unity under a single church.
- Lawrence Stone identifies two perspectives on the Reformation: one emphasizes religious emotions, faith, and the popular undercurrents, while the other underscores the influence of outstanding personalities, their use of power, and state intervention to impose their ideas.
- The Reformation represented ideological tensions that were already at work in late-medieval Europe, and it was a response to popular pressures and demands.
- Some argue that the Reformation was effective in areas of Europe that experienced violent economic and social dislocation, which led to issues like rising prices, declining wages, and social discontent.
- Others suggest that the Reformation was related to the rise of the bourgeoisie, representing the challenge of a new class to the feudal order, and eventually leading to the secularization of thought.
- Marxists view the Reformation as part of the early phase of the bourgeois revolution in Germany, with the Peasant War expressing socio-economic conflicts.
- The bourgeoisie’s wealth and growing influence in free cities, coupled with reformers’ direct engagement with this influential group, contributed to the success of the Reformation.
- However, the increase in wealth of the bourgeoisie may not have matched that of the new aristocracy or princes who seized church property and gained from economic strength.
- The success of the Reformation in Scotland, a poor and backward region, challenges the bourgeoisie-centric explanation.
- A sociological perspective suggests that the clergy’s failure to perform spiritual and administrative functions discredited them, and the educated laity sought to assume these roles.
- The anti-clerical sentiments were reinforced by the humanist movement, and the New Testament contributed to the decline of priestly authority.
- Princes and nobles in some regions seized church property and power, while the Reformation appealed to various groups: princes for state building, oligarchs for city population control, and the middle class for religious freedom.
- Growing nationalist sentiments also contributed to the success of the Reformation in different regions.
- The Reformation emerged from a complex matrix of social and ideological factors, influenced by factors like nationalism, political power, individual personalities, intellectual movements, and theological awareness, amidst church crises.
The German Reformation
- Germany’s political and socio-economic conditions were conducive to the emergence and spread of the Protestant Reformation.
- The German economy was rapidly developing, especially in textile, paper, and glass manufacture in the Rhine and upper Danube regions. Iron and copper production also saw steady growth.
- Wealthy families, such as the Fuggers, gained control over mining ore and the smelting process, while investing in mining operations and employing many poor miners.
- The benefits of economic growth were unevenly distributed, with feudalism remaining strong in rural areas, and the Catholic Church owning substantial land, including fertile regions along the Rhine.
- A strong sentiment against church exploitation, anti-papalism, and anti-clericalism developed in late-fifteenth-century Germany.
- Humanists and pamphleteers after 1500 played a significant role in stirring up German nationalism and encouraging anti-Italian and anti-Papal sentiments.
- Anti-Papal prejudices had grown in the empire due to historical conflicts over investiture.
- The rise of humanism emphasized individual consciousness, human individuality, and the doctrine of justification, which raised new interest in how humans could relate to God.
- The humanist effort at reform was elitist in character and found limited popular support.
- Martin Luther’s success was partly due to his moderate approach and popular resentment against the sale of indulgences.
- Indulgences initially meant relaxation of church-imposed punishment for moral sins but later evolved into a remission of punishment in purgatory by God, leading to their commercial sale by the church.
- Cardinal Albrecht of Brandenburg accumulated a vast remission of purgatorial penalties through the sale of indulgences.
- Luther’s Reformation was a direct reaction to the church’s exploitation of popular piety and the misrepresentation of religious doctrines.
Martin Luther and the Protestant Reformation
- Martin Luther came from a peasant background, but his father, who worked in the mines, raised him into the lower bourgeoisie.
- Luther received a good education, and his father wanted him to become a lawyer, but he decided to become a monk in 1505, much to his father’s disapproval.
- Luther’s decision to become a monk was influenced by various factors, including a near-death experience in a thunderstorm.
- The Lutheran Reformation began with Luther questioning how to seek forgiveness from God in a way that didn’t align with traditional church practices. He split with the Papal church and became a popular reformer.
- Luther was a professor of Theology at the University of Wittenberg and displayed an interest in education, languages, history, and an affinity with humanism, though he maintained some distance from other humanists of his time.
- Luther’s primary concern as a monk was the assurance of salvation, and he found traditional Catholic practices inadequate.
- He criticized the sale of indulgences as a means of seeking God’s forgiveness and nailed his Ninety-Five Theses to the church door in Wittenberg in 1517, which gained widespread attention across Europe.
- Luther’s protest initially aimed at church practices but progressed to challenge the authority of the Pope to interpret scripture.
- When the Pope issued a bull of excommunication, Luther publicly burned it and published pamphlets condemning the Pope and his organization.
- In The Freedom of the Christian Man (1520), Luther advocated spiritual freedom through faith in Christ.
- In 1521, Luther faced trial at the Diet of Worms, refused to recant his beliefs, and was outlawed by the highest civil authority in Germany.
- Luther was shielded and supported by the Elector of Saxony, Frederick, who opposed Papal interference in an academic center.
- Luther’s supporters became known as Lutherans or Protestants.
- Luther’s ideas spread rapidly, and Frederick’s support was key to his success.
- Luther found refuge in Wartburg Castle and continued to promote his ideas.
- Luther’s ideas appealed to the nobility in Germany and rulers of various states, as well as urban centers that were resisting the church’s privileged position.
- Town governments saw Luther’s ideas as an opportunity to establish secular authority, gain economic advantages, and control social institutions.
- Luther’s ideas also found appeal among the middle orders in towns, including petty burghers, small merchants, tradesmen, and artisans.
Luther and the Peasant War
- Luther’s confrontation with the Papal church in the early 16th century inspired the German peasants to rebel in 1525.
- Around 40,000 peasants participated in this rebellion, joined by townspeople and low-paid miners.
- Thomas Munzer emerged as a prominent leader of the peasant movement, organizing against feudal lords and church exploitation.
- The Twelve Articles, a moderate program for action, was created by the peasants and outlined their demands, but it did not seek to completely destroy the feudal system or divide all estate lands among the peasants.
- Simultaneously, townspeople in places like Heibronn demanded stronger imperial powers, uniform currency, and the abolition of trade duties.
- Thuringia was a region where the peasant movement was particularly widespread and successful, but it was eventually crushed by the nobility.
- Different interpretations of the Peasant War exist, with some Marxists viewing it as an early phase of the bourgeois revolution with the Reformation as its ideological expression, while others see it as an attempt to address the crisis of feudalism through revolutionary changes in social and seigniorial relations.
- Luther, concerned about maintaining the nobility’s support, vehemently attacked the rebellious peasants during the Peasant War.
- Luther’s doctrine of “Two Kingdoms” distinguished between spiritual and worldly government, with spiritual governance relying on God’s word and the gospel, while worldly government was administered by secular authorities like kings and princes.
- Luther adopted a conservative stance on the right to oppose the state, condemning all forms of rebellion as means of settling grievances. He believed that true Christians should endure wrongs rather than fighting against the authority of the king, and this view found support among a significant portion of the ruling class.
Luther’s Religion
- Luther’s Reformation began with a focus on how individuals could attain salvation, leading to his doctrine of justification by faith. He believed the church had deviated from the true essence of Christianity through practices like the sale of indulgences.
- Luther questioned how sinners could establish a relationship with a righteous God. He emphasized that grace could not be bought or sold, leading to a new theology of forgiveness that challenged the vested interests of the Pope and clergy.
- Luther criticized the Catholic Church’s sacraments, reducing them from seven to two: baptism and the Lord’s Supper (Eucharist). He believed the emphasis on priests in the medieval sacraments was unjustified.
- Luther’s religious ideas were organized and shaped by his colleague, Melanchthon, who helped establish Lutherans. They believed in the supremacy of faith and the elimination of the exclusive role of priests.
- Luther declared that each Christian could be their own priest, simplifying Christianity and emphasizing the Bible as the sole authoritative source of Christian doctrine.
- Luther abolished the hierarchy of church officials, monasteries, and the practice of priestly celibacy. He married a former nun, defying Papal rules for clergy.
- Luther translated the Bible into German, making it accessible to the general population and utilized the printing press for this purpose.
- The Lutheran movement caused a significant split within the Christian church and weakened papal authority.
- The prolonged conflict between Catholics and Protestants culminated in the Peace of Augsburg in 1555. It granted each German prince the right to choose his state’s religion, with subjects having to follow their ruler’s choice.
- The Lutheran Reformation spread to Scandinavian countries (Norway, Sweden, Denmark) and the Baltic provinces.
Bohemia
- The Protestant movement in the Bohemian lands gained prominence in the 16th century.
- It was rooted in the radical reforms of John Hus, which transformed the religious landscape in Bohemia.
- The majority of Bohemians joined the Hussite Ultraquist Church, an independent religious institution with its own administrative and dogmatic system.
- The secular nobility and cities played a significant role in directing the Ultraquist Church.
- Different Hussite groups emerged, each with varying degrees of radicalism in their protest against the Catholic Church.
- One dissident group was the Union of the Congregation of the Bohemian Brethrens, a voluntary congregation of powerful nobles.
- The Bohemian Brethrens rejected the priesthood and advocated a Christianity based on the Bible.
- Luther’s German Reformation made inroads into this complex religious landscape. His work found support among the German-speaking Catholic population.
- Jan Poduska and Vaclar Rozd, spiritual leaders in Prague, supported Luther’s efforts.
- Luther initially sought cooperation with the Union of Brethren but faced doctrinal differences.
- The religious diversity in Bohemia, along with various reformation movements led by feudal lords, resulted in religious strife and a civil war.
Huldreych or Ulrich Zwingli
- Ulrich Zwingli (1484-1531) was a contemporary of Martin Luther who initiated religious reforms in the Swiss Confederation, particularly in Zurich.
- Zwingli’s Reformation was influenced by humanist ideas, with his short stay in Basel and exposure to Erasmus’s works contributing to his different perspective on Christianity.
- He began his reformation work in 1520 and completed it within five years, spreading his ideas to five Swiss cantons while the other five remained Catholic.
- Zwingli was an acculturative reformer, relying on the support of the dominant classes to implement religious changes.
- He emphasized the corporate nature of the church, viewing clergy and laypeople as a ‘holy community.’
- Zwingli challenged the practice of celibacy, setting an example by getting married, which caused controversy among the clergy.
- Reforms included ending the practice of charging fees for baptism, Eucharist, and burial, preaching from scriptures, and removing images, relics, and other Catholic traditions from churches.
- The Swiss Reformation in Zurich had a significant social impact, including the abolition of monasteries, their conversion into poor houses and hospitals, and the transfer of the Bishop’s jurisdiction to the civil authorities.
- Church attendance became compulsory, and the church and state merged, forming the ‘holy community’ in Zurich.
- After Zwingli’s death in the battle of Kappel in 1531, his successor, Bullinger, continued the reforms.
- Zwingli’s reforms shared some similarities with Luther’s, such as the rejection of medieval sacraments and emphasis on the word of God.
- However, they disagreed on the interpretation of the ‘Lord’s Supper,’ with Zwingli viewing it as a memorial, while Luther believed in the actual presence of Christ.
- Zwingli tied the kingdom of God with the secular order, while Luther separated them.
John Calvin
- John Calvin (1509-1564) was a second-generation reformer and one of the most influential figures in the Protestant Reformation.
- Calvin, highly educated and influenced by St. Augustine, was forced to leave France due to religious persecution.
- He settled in Geneva, where he came into contact with William Farel, a fellow reformer, and played a pivotal role in the Genevan Reformation.
- The Genevan Reformation was associated with the city’s struggle for independence against the Dukes of Savoy and the Bishops of Geneva.
- Calvin and Farel advocated radical changes in contrast to the Libertines who wanted milder reforms.
- Calvin trained a new generation of Protestant reformers from various nationalities, making Geneva a center of international Protestantism.
- He was influenced by humanist ideas and, like Luther, believed in salvation by faith alone.
- Calvin emphasized the absolute sovereignty of God, which was to be exerted through the church, seen as a divine institution largely independent of state power.
- He emphasized the importance of the Bible as the supreme source of trust and submission to it.
- Calvin’s doctrine of the true marks of the church included the proper preaching of the word of God and the administration of sacraments.
- The worship in Calvin’s church consisted of preaching, praying, and psalm singing.
- Calvin retained only two sacraments: baptism and the Eucharist.
- His work “Institutes of the Christian Religion” (1536) became highly influential in Protestant theology.
- Calvin’s contributions to the Reformation extended to church structure and discipline, influencing the organizational model adopted by other reformers.
- Calvin’s doctrine of predestination, the idea that salvation or damnation was predetermined by God, was central to his social thought.
- His views indirectly promoted commercial activity and allowed for nominal interest on loans for productive purposes.
- Calvin emphasized that the use of money should be governed by justice and equity, linking economic activity to the needs of the community.
The Spread of Calvinism
- John Calvin played a crucial role in spreading his teachings across various parts of Europe.
- He was an exceptional leader and organizer who sent missionaries to France, the Netherlands, Scotland, and other European regions to promote his reforms.
- Calvin’s work extended to the establishment of the Genevan Academy in 1559, which provided training for future leaders of the reformed Protestant movement.
- He had a genuine belief that France could eventually become a genuinely Christian commonwealth, and he actively worked towards this goal.
France
- The early French Reformation lacked effective leadership to establish organized churches.
- Prominent individuals like the Bishop of Meaux, Guillaume Briçonnet, humanist Jacques Lefèvre d’Étaples, and King’s sister Marguerite d’Angoulême could have provided leadership but did not.
- Lefèvre was a renowned Biblical scholar and published a well-admired edition of the Scriptures.
- Marguerite d’Angoulême was a highly talented lady, famous for her poems and evangelical works.
- French rulers resisted the spread of Protestantism due to fears of anarchy and civil war.
- The French Protestants, known as Huguenots, emerged as a significant religious and political group despite persecution.
- Religious tensions escalated, leading to the French Wars of Religion, with Catholic and Huguenot factions.
- The St. Bartholomew’s Day Massacre in 1572 marked a tragic turning point, resulting in the deaths of thousands of Huguenots.
- The massacre fueled religious wars and led to justifications for rebellion against the monarchy.
- Henry of Navarre, a Protestant, eventually became king and issued the Edict of Nantes in 1598, providing limited religious toleration.
- The French Wars of Religion’s legacy included the rise of absolute monarchy under Louis XIII and Louis XIV in the seventeenth century.
Scotland
- Patrick Hamilton, a Scottish nobleman, played a key role in popularizing Calvinism in Scotland.
- He prepared the ground for Protestantism, but he was burned at the stake on the orders of Primate Charles Beaton for spreading new ideas.
- Another Protestant preacher, George Wishart, influenced important Scottish nobles and contributed to the demand for religious reforms.
- John Knox, who studied in Geneva and was influenced by Calvin’s ideas, became the most influential leader of the Scottish Reformation.
- Knox supported armed resistance against ungodly rulers and became a leading Protestant preacher.
- His sermons inspired the Protestant nobility known as the Lords of the Congregation to revolt against the existing religious authorities.
The Netherlands
- Calvinism gained ground in the Netherlands in the 1550s, particularly among the French-speaking population.
- The struggle for independence from Spanish rule, the rise of the middle class, and guild efforts to preserve their privileges mixed with the religious and political dynamics.
- The Dutch towns’ proximity to Lutheran centers in Germany and their commercial and political links made them receptive to Protestant ideas.
- William of Orange, a powerful leader from the Dutch nobility, led the resistance against Spanish rule, advocating religious toleration and political freedom.
- Calvinism, especially among the burghers in cities like Amsterdam, Rotterdam, and Leiden, contributed to the division between the Catholic western provinces and the United Provinces in the east.
- Calvinism also spread to central and eastern Europe, including some German states, Poland, Lithuania, Hungary, Bohemia, and other regions.
- In North America, it was introduced by English Puritans, the Dutch Reformed Church, and Scottish Presbyterians, forming groups like the Congregationalists, Presbyterians, and Baptists.
The English Reformation
- Two views on the English Reformation: one suggests it came from above and was enforced by the government, the other argues it had religious roots and emerged from below.
- Religious dissent in England dates back to the Middle Ages, with followers of John Wycliff and Lollards opposing Catholic doctrine.
- Christian humanism and academic criticism of the church’s practices contributed to an atmosphere for reform.
- Henry VIII initiated the Reformation due to personal reasons, including his desire for a divorce from Catherine.
- The Reformation was implemented through political means, with Parliament’s support.
- The English Reformation did not start as Protestant; it severed ties with the Pope but retained Catholic doctrines.
- The reign of Edward VI saw a more Calvinist influence in the English church.
- Mary Tudor briefly restored Catholicism, and her persecutions were unpopular.
- Elizabeth I established the Anglican Church, a middle-ground approach with conservative Protestantism.
- Puritans, a more radical faction, opposed the Anglican Church and played a significant role in English politics.
- The Reformation strengthened the English monarchy and created a national church, with implications for the government and social structure.
- It influenced English literature and music, and the Anglican Church Settlement sought a middle path between Protestantism and Catholicism.
The Radical Reformation
- Radical Protestant groups, distinct from mainstream Protestantism, emerged during the Reformation, including Anabaptists, Spiritualists, and Antitrinitarians.
- Anabaptists, considered a threat to orthodox Protestantism, rejected infant baptism and believed in adult baptism as a sign of true faith.
- Anabaptists were known for their stance against participation in civil government, taking oaths, military service, and taxation, as they believed true Christians should not use force or participate in worldly affairs.
- Some Anabaptists advocated social reforms and communal property, while others interpreted the Old Testament literally, recommending practices like polygamy and promiscuity.
- Thomas Muntzer and John of Leyden established a violent dictatorship in Munster in 1534, seizing non-believers’ property and burning non-Bible books.
- The most influential Anabaptist leader was Menno Simons, who founded the Mennonites. Their social doctrines were strongly condemned by both Protestant and Catholic reformers.
- Anabaptists faced persecution and were often executed by drowning, stoning, or burning in various European regions.
- Despite persecution, Anabaptists settled in Germany, Switzerland, Bohemia, Hungary, and Poland, with some converting nobles to their faith.
- Independent Anabaptist groups survived persecution in England and other parts of northwestern Europe.
- The Quakers, or the Society of Friends, founded by George Fox in the 17th century, emerged in the Anabaptist tradition. They held informal meetings without priests and promoted democratic thought and economic equality.
The Catholic Reformation
- The Catholic Church faced criticism for institutional corruption and degeneration in the Middle Ages.
- Reform efforts within the Catholic Church began in the early 16th century before the Protestant Reformation, addressing issues such as the shortage of competent priests and absentee bishops.
- The rise of mendicant friars and lay movements like the devotio moderna attempted to improve the church’s condition.
- Jimenez de Cisneros in Spain made reforms that aimed to instruct the population on church doctrines, contributing to Spain’s resistance to the Protestant Reformation.
- Catholic revival in the 16th century had two aspects: internal reforms (Catholic Reformation) and militancy (Counter Reformation).
- The Catholic Reformation focused on addressing the abuses that gave rise to the Protestant movement and involved spiritual and institutional reforms.
- The Counter Reformation involved a militant response to regain lost ground and revitalize the Catholic religion.
- The Society of Jesus, led by St. Ignatius Loyola, played a crucial role in the Catholic Reformation. The Jesuits worked with rulers, established educational institutions, and promoted discipline, mysticism, and devotion.
- The Capuchin Order, founded in 1529, emphasized poverty and austerity and aimed to make the church more relevant to the common people.
- The sack of Rome in 1527 by Charles V’s troops had a profound impact on Catholics, leading to awareness of the need for urgent reforms.
- Pope Paul III formed a Reform Commission of Cardinals and convened the Council of Trent in 1545-7, 1551-2, and 1562-3 to address internal church reforms.
- The Council of Trent focused on doctrinal disputes with Protestants and called for changes, including banning monetary indulgences, educating the clergy, and reinforcing the authority of bishops.
- The Counter Reformation adopted coercive measures and strict control over publishing to suppress religious minorities and Lutheranism in Italy.
- The Jesuits contributed to the re-establishment of Papal supremacy, expanding their membership rapidly and providing intellectual discipline and powerful organization.
- Catholic missions spread the faith outside Europe, sometimes adopting a more patient and culturally sensitive approach.
- In Europe, policies of education, effective preaching, church construction, persecution of dissenters, and censorship led to the return of many to the Catholic faith.
- The Jesuits played a vital role as teachers in Europe and contributed to the Catholic religion’s resurgence.
The Impact of the Reformation
- The European Reformation in the 16th century was a multifaceted and diverse movement, influencing various aspects of European society.
- The Reformation had significant ramifications for both political and socio-economic life in Europe.
- Since Christianity was closely intertwined with the lives of rulers, the Reformation had a direct impact on political authorities.
Political Consequences
- The Protestant Reformation had varying effects on the relationship between state and church in different regions.
- In many Protestant areas, the Reformation accelerated the emergence of absolute states by establishing national churches.
- Monarchs and magistrates gained power at the expense of religious institutions in Protestant regions, asserting their supremacy over the church and its property.
- The Catholic states, on the other hand, had the church support the monarchy in response to the challenge of Protestantism.
- While the Reformation did not create the modern state, it contributed to the formation of secular states by strengthening city councils and other secular institutions.
- The Reformation introduced the problem of ‘pluralism’ into Western culture, encompassing religious, social, and cultural aspects that continue to challenge modern states.
- The Reformation led to the breakdown of the Catholic Church into numerous divisions, each with its own highly organized identity, social norms, and behaviors.
- Social attitudes towards the poor and charity began to change due to the influence of Puritanism, eventually leading to the emergence of social legislation with religious approval.
- Protestantism indirectly influenced the idea of political liberty, with both Luther and Calvin promoting political freedom.
- Calvin’s separation of church and state and the role of the state in maintaining peace and order contributed to the idea that obedience to God might sometimes require disobedience to rulers.
- Calvin’s ideas were used by Calvinists to justify armed rebellions in various European regions, stirring political upheavals and revolutions.
- Protestantism marked a mature development of European nation-states, as it was connected to authoritarian structures in German territorial states and democratic structures in urban reformed communities.
- The development of the English state was intertwined with English Protestantism, which contributed to emerging national identity and concepts of the nation-state.
Family, Life and Women
- In the Roman Catholic religion, marriage was considered a sacrament, but the church viewed abstinence and celibacy as holier states than marriage.
- Protestant reformers like Luther and Calvin placed family life above celibacy and advocated that celibacy should only be practiced by those who could control their desires.
- Both Protestants and Catholics began to emphasize the positive aspects of family relationships and placed the family at the center of human life.
- Lutherans gave dignity to marriage in daily life, strengthening traditional family values and enhancing the prestige of parenthood.
- The Reformation led to the transition of religious practices from the public to the private sphere, encouraging men and women to read the Bible and participate in religious services together.
- While the Reformation indirectly encouraged the education of girls, it did not lead to the realization of social or gender equality.
- Reformers like Luther and Calvin maintained traditional gender roles, seeing women as pious wives, mothers, and homemakers living under the authority of their husbands.
- Schools for girls in the sixteenth century mainly focused on religious education and household duties.
- The destruction of monasteries by Protestants meant the end of women’s religious orders, limiting occupational choices for women.
- Noble women in some regions, like Marguerite of Navarre and Mary of Hungary, played a role in patronizing Humanists and reformers, but this was the exception rather than the norm.
Education
- The Protestant Reformation and Jesuit missionary activity played a role in increasing literacy in parts of Europe, but multiple factors were responsible for this development.
- Renaissance humanism had already influenced the content of education by emphasizing classical learning and critical thinking.
- Protestant reformers effectively utilized humanist methods in their schools and universities, with a focus on education for a broader population, not just the elite.
- Martin Luther advocated state-funded education for all children and encouraged contributions from cities and villages for schools in Saxony.
- Melanchthon, a fellow reformer, was known as “The Teacher of Germany” for his education scheme.
- Gymnasiums, or secondary schools, were established in Germany that combined liberal arts, humanist teachings, and religious instruction.
- The Jesuits were pioneering in education, creating a network of colleges and incorporating moral and religious education through theater, music, and dancing.
- Music, especially psalm singing, was popular among both Catholics and Lutherans, but they showed hostility to organs, polyphony, and choristers.
- The Reformation emphasized the individual’s relationship with God and contributed to the rise of individual confidence.
- The Reformation led to increased interest in the history of religion, with the first comprehensive history of the church, the “Magdeburg Centuries,” providing a negative view of the Pope.
- The Catholic Church responded with “Ecclesiastical Annals” by Caesar Baronius, indirectly contributing to the development of historical criticism.
- The rise of national churches in different states promoted national literatures, and the translation of the Bible into vernacular languages played a role in this development.
Popular Culture
- Religion played a significant role in the daily lives of medieval Europeans, with the clergy holding moral authority and conducting sacraments and confessions.
- Religious holidays and festivals shaped popular culture and were influenced by Christianity, particularly after the Reformation.
- The Protestant and Catholic Reformations transformed popular culture, particularly religious rituals and festivals.
- Carnivals were central to popular culture, featuring activities like feasting, games, plays, and caricatures of nobles and clergy.
- Conflict arose between church authorities and popular carnivals in many places during the 16th century.
- The clergy and educated individuals tried to reform or suppress semi-religious popular festivities.
- Reformers, both Protestant and Catholic, opposed various aspects of popular culture, such as magic, charms, mystery plays, and saints’ days celebrations.
- The struggle against tradition and regulation intensified with the Reformation, with attempts to suppress or purify various popular religious practices.
- Popular culture was associated with superstition, pagan survivals, and moral degradation, according to the reformers.
- Both Protestants and Catholics had different views on popular culture. While Protestants sought to abolish many traditions, Catholics aimed to modify them.
- The publication of vernacular Bibles played a significant role in influencing language and literature.
- Catechisms, woodcuts, and visual aids were used by both Protestant and Catholic reformers to influence popular culture.
- Luther and his followers promoted music and continued traditions like hymn-writing.
- The Catholic Reformation led to the Baroque art style, characterized by ornate and emotional expressions, often seen as a revival of spiritual life in the Catholic Church.
- The Baroque style was influential in several Catholic countries in the 17th century.
- Two cultures existed in medieval Europe: the “learned” culture of the clergy and the “folkloric” or popular culture, with efforts made to accommodate aspects of popular culture for acceptance by the common people.
Witchcraft
- Witchcraft existed prior to the religious movements of the 16th century and was based on superstitions, fear of natural phenomena, and belief in supernatural powers.
- The term “witch hunt” signifies a search for scapegoats to blame for various disasters and problems.
- In the medieval world, people lived in fear of diseases, famines, floods, storms, wars, and unexplained deaths, attributing these to witchcraft and evil spirits.
- Women, both in Protestant and Catholic regions, were often victims of witch hunts during the 16th and 17th centuries.
- The 1486 book “The Hammer of the Witches” written by Dominican inquisitors Heinrich Kramer and Jacob Sprenger had the backing of Pope Innocent VIII and contributed to the witch hunts.
- Women were often associated with witchcraft, believed to be weak, prone to evil, and involved in sex orgies with the devil.
- The witch craze led to the trial and execution of nearly 60,000 people for witchcraft between 1560 and 1660.
- The phenomenon of witchcraft has been explained from various perspectives, including emotional religious and mythical beliefs, psychological trauma, and cultural factors.
- Witchcraft existed in pre-Christian Europe, evolving into heresy and devil-worship during the 15th century.
- Church officials and theologians began to believe in the cult of Satan and witches, considering them a threat to Christianity.
- Legal procedures of the time allowed the use of torture to extract confessions, and over 80% of those convicted and executed were women.
- Witches were seen as servants of the devil, casting harmful spells, causing abortions, raising storms, and creating havoc.
- The practice of witchcraft was not confined to Catholic countries; it also existed in Protestant regions.
- The intellectual and social climate shifted away from religion to scientific thought by the end of the 17th century, leading to the decline of witch hunts.
- Some individuals and scientists protested against witch-hunting, highlighting its irrationality, and it gradually died out.
- The witch hunts marked both the last chapter in the history of the Reformation and the first chapter in the history of the modern state.
The Economic Impact of Reformation
- The Reformation challenged feudalism and contributed to the secularization of thought among the literate classes.
- Lutheran views emphasized individual spiritual destiny, fostering an individualistic ethic that encouraged the growth of capitalism.
- The relationship between Calvinism and economic development in Europe remains debated among scholars, with questions about the influence of Protestantism on capitalism.
- Max Weber’s “The Protestant Ethic and the Spirit of Capitalism” argued that the Reformation, especially Calvinism, played a significant role in the development of capitalism.
- Weber defined the capitalist spirit as a rational pursuit of profit and attributed it to the Protestant emphasis on self-discipline, hard work, and the doctrine of predestination.
- Critics like M.J. Kitch, Felix Rachfahl, H.M. Robertson, and others questioned Weber’s thesis, emphasizing the existence of capitalism before the Reformation and the influence of various factors on economic activities.
- R.H. Tawney argued that Calvinism adapted to the emerging capitalist ethos and facilitated entrepreneurship in a society already becoming capitalist.
- Christopher Hill suggested that Protestantism removed obstacles imposed by Catholicism but did not automatically lead to capitalism.
- Some historians claim that the rise of capitalism had little to do with religion and was influenced more by factors like price rises and the acceleration of the Industrial Revolution.
- Calvinism is believed to have influenced finance, industry, and commerce, mainly due to the discrimination faced by Calvinists, pushing them into trade and manufacturing.
- E. Geoffrey French concludes that there is no strong reason to link Protestantism directly with capitalism, as factors influencing economic development were complex and multifaceted.
The Catholic Reform Movement, often referred to as the Counter-Reformation, was a period of significant internal renewal and reorganization within the Catholic Church during the 16th and early 17th centuries. This movement emerged primarily in response to the Protestant Reformation, which had challenged Catholic doctrines, practices, and the authority of the Pope. However, the Catholic Reform Movement was not merely reactive; it also sought to address long-standing issues of corruption, enhance the spiritual vitality of the Church, and reaffirm its theological foundations.
Aims of the Catholic Reform Movement
Reaffirmation of Catholic Doctrine One of the central aims of the Catholic Reform Movement was to clarify and defend Catholic theology in response to Protestant critiques. This was accomplished most notably through the Council of Trent (1545–1563), which became a cornerstone of the Catholic Reformation. The Council aimed to:
- Reaffirm the authority of Church tradition alongside Scripture.
- Define key doctrines such as the sacraments, transubstantiation, and the role of faith and good works in salvation.
- Condemn Protestant teachings like justification by faith alone and sola scriptura (Scripture alone).
Combat Corruption and Abuses The Catholic Church sought to address widespread criticisms regarding clerical abuses such as simony, nepotism, and the sale of indulgences. Efforts were made to:
- Enforce higher standards of morality and discipline among the clergy.
- Mandate the residence of bishops in their dioceses to ensure better governance.
- Establish seminaries to provide proper theological education for priests.
Revitalize Religious Life The movement aimed to rekindle spiritual fervor among Catholics by promoting:
- Personal piety and devotion through practices such as the Eucharist, the Rosary, and the veneration of saints.
- The creation and spread of new religious orders, such as the Society of Jesus (Jesuits), who became instrumental in preaching, education, and missionary work.
Combat Protestantism While the movement sought internal reform, it also aimed to counteract the spread of Protestantism through both dialogue and active opposition. This involved:
- Supporting Catholic rulers in their conflicts with Protestant states.
- Using the Inquisition to suppress heretical movements.
- Strengthening Catholic identity in regions where Protestantism had not yet taken hold, particularly through education and missionary activity.
Significance of the Catholic Reform Movement
Restoration of Catholic Unity The Catholic Reformation successfully restored a sense of unity and discipline within the Church. The reforms introduced by the Council of Trent provided a clear and consistent framework for Catholic theology and practice, which helped prevent further fragmentation.
Rise of the Jesuits The formation of the Jesuits, led by St. Ignatius of Loyola, became one of the most significant outcomes of the Catholic Reformation. The Jesuits played a key role in:
- Educating both clergy and laypeople.
- Conducting missionary work in Asia, Africa, and the Americas.
- Acting as a bulwark against Protestantism, particularly in Central Europe.
Revival of Religious Art and Culture The Catholic Reform Movement inspired the Baroque artistic movement, which sought to evoke emotional devotion and reaffirm the majesty of the Church. Churches were adorned with elaborate paintings, sculptures, and architecture designed to inspire awe and reverence.
Global Expansion The Catholic Reformation coincided with the age of exploration, leading to a global expansion of Catholicism. Missionaries, particularly Jesuits, spread the faith to the New World, Asia, and Africa, significantly influencing the cultural and religious makeup of these regions.
Formation of a Counterbalance to Protestantism The Catholic Reform Movement acted as a powerful counterbalance to the Protestant Reformation. By addressing its internal weaknesses and promoting a robust defense of its doctrines, the Catholic Church was able to retain its influence in Southern Europe, Latin America, and parts of Asia.
Conclusion
The Catholic Reform Movement was a profound moment in the history of the Church, marked by a blend of self-reflection, renewal, and resistance. While it was initially driven by the need to respond to the Protestant challenge, its broader significance lay in its ability to address systemic issues and reinvigorate the spiritual and cultural life of Catholicism. The reforms it enacted ensured the survival and continued growth of the Catholic Church as a global institution, influencing religious, cultural, and political developments for centuries. Its legacy underscores the capacity of institutions to reform from within while navigating external challenges, maintaining relevance and strength in an evolving world.