⚠️Americans are missing debt payments as if there is a recession:

US consumer credit card serious delinquencies are skyrocketing

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Global Markets Investor
February 21, 2025

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US consumer serious delinquency rates (90+ days) in credit card debt have jumped to 11.4% in Q4 2024, the highest in 13 years.

They have risen at the pace recently seen in the Great Financial Crisis of 2007-2009.

Serious delinquencies have also exceeded the 2001 recession levels.

Many US consumers continue to struggle, especially at the middle and the bottom end of the income bracket.

US households believe the economy is in a recession, but why?

This is extremely concerning as consumption accounts for ~70% of GDP

globalmarketsinvestor.beehiiv.com/p/us-households-believe-the-economy

US household debt hit a new record of $17.94 trillion in Q3 2024.

What is the true shape of the US consumers' finances?

globalmarketsinvestor.beehiiv.com/p/us-household-debt-hit-a-new-record

S&P 500 recovered the last two weeks' losses. Weekly market recap, trading week 07/2025

Summary of the trading week using the most popular posts from the X platform

globalmarketsinvestor.beehiiv.com/p/s-p-500-fell-for-the-2nd-straight-week-amid-tariff-uncertainty-weekly-market-recap-trading-week-06-2

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