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MarketNeutral
7th April 2010, 01:57 PM
U.S. households paid down their debts in February for the 15th time in the past 17 months, the Federal Reserve reported Wednesday.

Outstanding consumer credit dropped by $11.5 billion, or a 5.6% annual rate, to $2.45 trillion in February following an upwardly revised $10.6 billion increase in January. Debts had declined for 12 straight months before January's increase and are down 5.2% from the peak in July 2008.

In February, revolving credit, such as credit cards, declined by $9.4 billion, or a 13.1% annual pace, to $858.1 billion. It's the third largest decline in revolving credit in the past 32 years. Read more on the Fed's website.

Non-revolving credit, such as auto loans, student loans and personal loans, fell by $2.1 billion, or a 1.6% annual rate, to $1.59 trillion in February.

The Fed's data on consumer debt does not include mortgages or other debts backed by real estate, which are reported separately.

Outstanding debts can fall because consumers paid back more than they borrowed or because lenders wrote down the debt as uncollectable. Both factors have been important in the decline since the summer of 2008.

In 2009, charge-offs on consumer loans by banks increased by $18 billion to $52.2 billion, while outstanding debts fell by $112 billion to $2.45 trillion.

As of the fourth quarter of 2009, households were paying 12.6% of their disposable income to service their debts, down from 13.9% at the peak of the credit bubble in 2007. That's the lowest debt-to-income ratio since 2000. In the early 1990s, households were paying less than 11% of disposable incomes to service their debts.

In a separate report Wednesday, the American Bankers Association said delinquencies on consumer debts owed to banks declined once again in the fourth quarter. The aggregate delinquency rate for eight different types of loans fell to 3.19% in the fourth quarter from 3.23% in the third quarter. For bank credit cards, the delinquency rate fell from 4.77 % to 4.39 %. See full story.

"Clearly, consumers are shoring up their finances and banks are putting losses behind them," said ABA chief economist James Chessen.
http://www.marketwatch.com/story/consumer-debt-falls-by-115-billion-in-february-2010-04-07-152300

cigarlover
7th April 2010, 08:32 PM
I think banks have stopped lending so they can real in all the debt outstanding for as long as possible. I suspect the government is going to take over the banks in the next 10 years anyway, if not sooner. They already started with all the mandatory reporting requirements of all cash transactions 10k or higher. . Once health care is installed they also have the automatic withdrawal of your payments.

My guess is we have a dictator in the next 10 years or so who nationalizes everything, similar to Castro and Cuba.

mamboni
7th April 2010, 08:43 PM
U.S. households paid down their debts in February for the 15th time in the past 17 months, the Federal Reserve reported Wednesday.

Outstanding consumer credit dropped by $11.5 billion, or a 5.6% annual rate, to $2.45 trillion in February following an upwardly revised $10.6 billion increase in January. Debts had declined for 12 straight months before January's increase and are down 5.2% from the peak in July 2008.

In February, revolving credit, such as credit cards, declined by $9.4 billion, or a 13.1% annual pace, to $858.1 billion. It's the third largest decline in revolving credit in the past 32 years. Read more on the Fed's website.

Non-revolving credit, such as auto loans, student loans and personal loans, fell by $2.1 billion, or a 1.6% annual rate, to $1.59 trillion in February.

The Fed's data on consumer debt does not include mortgages or other debts backed by real estate, which are reported separately.

Outstanding debts can fall because consumers paid back more than they borrowed or because lenders wrote down the debt as uncollectable. Both factors have been important in the decline since the summer of 2008.

In 2009, charge-offs on consumer loans by banks increased by $18 billion to $52.2 billion, while outstanding debts fell by $112 billion to $2.45 trillion.

As of the fourth quarter of 2009, households were paying 12.6% of their disposable income to service their debts, down from 13.9% at the peak of the credit bubble in 2007. That's the lowest debt-to-income ratio since 2000. In the early 1990s, households were paying less than 11% of disposable incomes to service their debts.

In a separate report Wednesday, the American Bankers Association said delinquencies on consumer debts owed to banks declined once again in the fourth quarter. The aggregate delinquency rate for eight different types of loans fell to 3.19% in the fourth quarter from 3.23% in the third quarter. For bank credit cards, the delinquency rate fell from 4.77 % to 4.39 %. See full story.

"Clearly, consumers are shoring up their finances and banks are putting losses behind them," said ABA chief economist James Chessen.
http://www.marketwatch.com/story/consumer-debt-falls-by-115-billion-in-february-2010-04-07-152300


Nice find Market!

I would like to believe that this systemic and historic credit contraction is indicative of a population that is waking up and starting the reject the vampiric banks and their enslaving debt. Now, if everyone would pull all of their money out of the banks and convert it to silver and gold, it would deliver the coup de grâce to the banksters.

Fanakapan
7th April 2010, 08:51 PM
So, following the logic of Money is Debt, if the banks can create $98 on the back of $10 in assets, then the same must work in reverse ? that being the case, its another indication that we're well on the way towards Bank BlowUp II .

MarketNeutral
7th April 2010, 08:54 PM
The banks are not lending because they are carry trading using the Fed's near free money to speculate.

The major US Banks are taking advantage of the very low interest rates, near zero and using to capitalize their investment and portfolios by purchase of stocks, bonds, other securities rather than lending those funds to the smaller banks. The marketplace is very sensitive to the data and press releases and can elicit in adjustments in the lending arena. The rules of lending have clearly changed and free market maybe a term that barely exists anymore. A number of smaller banks are tied up and restricted to so much that they can do as the new underwriting guidelines are more regulated.
http://www.goarticles.com/cgi-bin/showa.cgi?C=2200105

Horn
7th April 2010, 10:09 PM
The rest is tied up in Locks, Stocks & Smoking Barrels.

http://www.youtube.com/watch?v=pflUSR9AbKA

Ponce
7th April 2010, 10:55 PM
Mr. Cigar? I think that you are right.........if there is anything left after the big one.

dysgenic
7th April 2010, 11:06 PM
I call BS on 'consumers are paying off their debts'. This collapsing for debt is predicated on the combination of attrition and severe rentrenchment of lending standards.

ximmy
7th April 2010, 11:15 PM
I call BS on 'consumers are paying off their debts'. This collapsing for debt is predicated on the combination of attrition and severe rentrenchment of lending standards.


I think it's both. Some paying off debt, others simply not paying (defaulting) or going bankrupt. Banks aren't going to keep on winning without another influx of cash, unless they start lending, which doesn't seem to be on their agenda list.