February 11, 2026

US Consumer Delinquencies Jump to Highest Level in Nearly a Decade

Bloomberg.com Business
consumer debt delinquencies economy credit
Consumer delinquencies across the United States have climbed to their highest point in nearly a decade, raising concerns about the financial health of American households. The increase is evident across multiple debt categories, including credit cards, auto loans, and personal loans, suggesting broad-based financial strain rather than isolated pockets of distress.

The rising delinquency rates come despite a labor market that has remained relatively strong, indicating that factors such as persistent inflation, high interest rates, and the depletion of pandemic-era savings are taking a toll on consumers' ability to keep up with debt payments. Lower-income households appear to be disproportionately affected.

The trend is being closely watched by economists and policymakers as a potential leading indicator of broader economic weakness. If delinquencies continue to rise, they could lead to tightened lending standards by banks, reduced consumer spending, and increased losses for financial institutions — all of which could weigh on economic growth in the months ahead.
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