Consumer Finances

Debt Service Ratio

11.3%

as of 4Q25

Savings Rate

4.0%

as of 1Q26

CC Delinquency

2.9%

as of 4Q25

Mortgage Delinquency

1.8%

as of 4Q25

Consumer Sentiment

56.6

as of Feb 2026

Real Income YoY

1.1%

as of Feb 2026

Consumer Credit

$5.1T

as of Feb 2026

CC Debt (Revolving)

$1.3T

as of Feb 2026

Household Debt Service Ratio

Debt payments as % of disposable personal income, SA

Source: Federal Reserve Board of Governors · Latest: 4Q25

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Loan Delinquency Rates

% of balance delinquent 30+ days, all commercial banks

Credit Cards2.9%
Mortgages1.8%
Consumer Loans2.6%

Source: Federal Reserve Board of Governors, H.8 release · Latest: 4Q25

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PCE Spending Composition

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

Services69.4%
Nondurables19.9%
Durables10.7%

Source: BEA via FRED · Latest: Feb 2026

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Consumer Credit Growth

Year-over-year % change, monthly

Total3.2%
Revolving1.8%
Non-Revolving3.7%

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

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Consumer Credit Outstanding

Total vs. revolving (credit card) debt, monthly

Total$5.1T
Revolving$1.3T

Source: Federal Reserve G.19 release · Latest: Feb 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.