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Charts of the Week
Household Debt Rises to $16.90 Trillion
February 17, 2023
Household debt in the U.S. rose to $16.90 trillion in the fourth quarter.
Charts of the Week
Credit Utilization on the Rise
February 17, 2023
Credit utilization remains historically low, but is on the rise.
Charts of the Week
Breaking Down Household Debt by Age Group
February 17, 2023
People under 30 and over 70 hold a relatively small amount of debt compared to other age groups.
Charts of the Week
Third Party Collections
February 17, 2023
The average third party collection totaled $1237 in the fourth quarter, just off the lowest level since Q4 2006.
Charts of the Week
Household Debt Delinquency Status
February 17, 2023
Household debt broken down by delinquency status
Charts of the Week
Credit Card Debt 10% Above Pre-Pandemic Levels
February 17, 2023
Credit card debt is now 10% higher than it was pre-pandemic.
Charts of the Week
Mortgage Origination by Credit Score
February 17, 2023
Mortgage originations slowed markedly for the sixth quarter in a row.
Charts of the Week
Weekly Research Recap
February 17, 2023
Some interesting charts from our recent posts.
Newsclips
Why Disappointing Earnings Matter
February 16, 2023
By most metrics, Q4 2022 earnings are disappointing. This matters for the market's valuation.
Newsclips
TIC Update – Little Change in Foreign Treasury Holdings in December
February 16, 2023
Holdings of U.S. Treasuries declined slightly in China and Japan in December, mimicking the small drop in Treasury total returns.
Newsclips
Quick Comments/What We’re Reading
February 16, 2023
Today's topics include Jim discusses "no landing" scenario, job switchers, betting on a VIX resurrection, daring Powell to keep going, strong consumer spending, debt ceiling drama, a new regime at the BoJ, private valuations, and silent race on technology