Trouble ahead: Household debt rises 9.1 percent!


Think the economy's getting better? Think again. According to the Fed's quarterly flow of funds report, household debt rose by 9.1% in the third quarter, twice the rate of net worth growth. Household debt stands currently at $9.95 trillion. This does not bode well for the future.

Consumer credit increased at a 6% annual rate for the quarter to $2.1 trillion, while disposable income increased at only a 3% annual rate to $8.6 trillion. Households' net investment was negative for the first time in more than a year at minus $2.7 trillion. Households are also, curiously enough, disinvesting in financial assets. Investments dropped by $172 billion, the fifth decline in the past seven quarters. This indicates that the stock market is increasingly finding itself dependent on foreign investment. With the dollar weakening, this suggests a catastrophic decline in stock values may strike sometime in 2005.

Debt owed by businesses also rose—by a rate of 5.1%, the highest in five quarters.

Posted: Fri - December 10, 2004 at 08:37 PM          


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