Consumer Finances

Household debt service, delinquency rates, and savings — Federal Reserve data

Debt Service Ratio

11.2%

as of 1Q26

Savings Rate

2.7%

as of 2Q26

CC Delinquency

2.9%

as of 1Q26

Mortgage Delinquency

1.9%

as of 1Q26

Consumer Sentiment

49.5

as of Jun 2026

Real Income YoY

0.5%

as of Jun 2026

Consumer Credit

$5.2T

as of Jun 2026

CC Debt (Revolving)

$1.4T

as of Jun 2026

Household Debt Service Ratio

Debt payments as % of disposable personal income, SA

Source: Federal Reserve Board of Governors · Latest: 1Q26

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Loan Delinquency Rates

% of balance delinquent 30+ days, all commercial banks

Credit Cards2.9%
Mortgages1.9%
Consumer Loans2.6%

Source: Federal Reserve Board of Governors, H.8 release · Latest: 1Q26

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PCE Spending Composition

Services, nondurables, and durables as % of total PCE, monthly

Services68.8%
Nondurables20.3%
Durables10.9%

Source: BEA via FRED · Latest: Jun 2026

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Consumer Credit Growth

Year-over-year % change, monthly

Total2.4%
Revolving3.8%
Non-Revolving2.0%

Source: Federal Reserve G.19 release · Latest: Jun 2026

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Consumer Credit Outstanding

Total vs. revolving (credit card) debt, monthly

Total$5.2T
Revolving$1.4T

Source: Federal Reserve G.19 release · Latest: Jun 2026

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Data from FRED (Federal Reserve Bank of St. Louis). Debt service and delinquency rates are quarterly; PCE, credit, income, and sentiment data are monthly.

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.