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Credit Card Delinquencies Skyrocket: Is a Financial Crisis Looming?

Credit card delinquencies surged in 2023, indicating ‘financial stress,’ New York Fed says


Consumer Debt in the United States soared to $17.5 trillion in 2023, with credit card debt being the major contributor.

Delinquencies in credit card payments spiked by more than 50%, indicating increased financial pressure, particularly for younger and lower-income households.

Credit card debt that transitioned into severe delinquency, defined as 90 days or more past due, significantly increased, reaching 6.4% in the fourth quarter.

This represented a substantial jump from the 4% recorded at the end of 2022.

Other forms of debt, such as mortgages, auto loans, and various categories, also experienced a rise in delinquencies.

Although delinquencies are rising, total debt is rising at a pace comparable to the pre-pandemic era.

However, credit card debt rose by 14.5% compared to 2022, while auto debt increased to $1.61 trillion.

The rise in interest rates resulting from the Federal Reserve’s tightening cycle likely influenced delinquency rates.

The trend of increasing delinquencies is concerning as it occurs during a period of economic growth.

The rapid rise of delinquencies could intensify if the economy slows and unemployment rises, potentially leading to a credit crunch.

Student loan debt saw little change, while mortgage debt grew by 2.8%, and its delinquency rate climbed to 0.82%.


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