Category Archives: Consumer Credit

March 2013 Consumer Credit Growth Weaker Than Expected

Written by Steven Hansen The headline said: Consumer credit increased at a seasonally adjusted annual rate of 5-3/4 percent during the first quarter. Revolving credit was little changed, while nonrevolving credit increased at an annual rate of 8 percent. In … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Leave a comment

Screwing the American Economy by Screwing Its Young

Written by Steven Hansen The inordinate growth of student loans – and its effect on the economy – is killing consumption (autos) and the housing sector.  This is no short term dynamic, but will effect the economy for decades. [click … Continue reading

Posted in Consumer Credit, Weekly Economic Summary, aa syndication | Tagged , , , , , , , , , , , , | 1 Comment

February 2013 Consumer Credit Growth Increases

Written by Steven Hansen The headline said: In February, consumer credit increased at a seasonally adjusted annual rate of 7-3/4 percent. Revolving credit increased at an annual rate of 3/4 percent, while nonrevolving credit increased at an annual rate of … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Leave a comment

Joe Sixpack’s Situation: 4Q2012 View Is a Little Better

Written by Steven Hansen A Federal Reserve data release (Z.1 Flow of Funds) for 4Q2012 provides insight into the finances of the average household – and our beloved “Joe Sixpack”. Our modeled “Joe Sixpack” – who owns a house and … Continue reading

Posted in Consumer Credit, aa syndication, macroeconomics | Tagged , , , , , , , , , | Leave a comment

January 2013 Consumer Credit Growth Continues Because of Student Loans

Written by Steven Hansen The headline said: In January, consumer credit increased at a seasonally adjusted annual rate of 7 percent. Revolving credit was little changed, while nonrevolving credit increased 10 percent. Econintersect takeaway from the data: January 2013 unadjusted … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Leave a comment

December 2012 Consumer Credit Growth Continues

Written by Steven Hansen The headline said: Consumer credit increased at a seasonally adjusted annual rate of 6-1/2 percent during the fourth quarter. Revolving credit was little changed, while nonrevolving credit increased at an annual rate of 9-1/2 percent. In … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Leave a comment

November 2012 Consumer Credit Growing At Pre-Recession Rates

Written by Steven Hansen The headline said: In November, consumer credit increased at a seasonally adjusted annual rate of 7 percent. Revolving credit increased at an annual rate of 1 percent, while nonrevolving credit increased at an annual rate of … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Leave a comment

Student Loans Destroying Consumption

Written by Steven Hansen Over the long Christmas Holiday weekend, The New York Times published For Poor, Leap to College Often Ends in a Hard Fall.  The post is a anecdotal essay correlating being poor and the inability of those … Continue reading

Posted in Consumer Credit, Weekly Economic Summary, aa syndication | Tagged , , , , , , , , , , , | 8 Comments

Consumer Credit Continues to Expand in October 2012

Written by Steven Hansen The headline said: In October, consumer credit increased at a seasonally adjusted annual rate of 6-1/4 percent. Revolving credit increased at an annual rate of 4-3/4 percent, while nonrevolving credit increased at an annual rate of … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Leave a comment

Joe Sixpack’s Situation: 3Q2012 View Updated

Written by Steven Hansen A Federal Reserve data release for 3Q2012 this past week provides insight into the finances of the average household – and our beloved “Joe Sixpack”. Our modeled “Joe Sixpack” – who owns a house and has … Continue reading

Posted in Consumer Credit, aa syndication, macroeconomics | Tagged , , , , , , , , | Leave a comment

Consumer Credit Driven by Student Loans in September 2012

Written by Steven Hansen The headline said: Consumer credit increased at a seasonally adjusted annual rate of 4 percent in the third quarter. Revolving credit decreased at an annual rate of 1-1/2 percent, while nonrevolving credit increased 6-1/2 percent. In … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Leave a comment

What Would It Take to Ignite Inflation?

Written by Gene Balas We see a few signs of budding inflation.  But will it bloom? Survey data point to businesses’ higher costs in recent months.  The key question is whether those cost increases are temporary or persistent, and whether … Continue reading

Posted in Consumer Credit, Consumer Sentiment, ISM Surveys, aa syndication, macroeconomics | Tagged , , , , , , , , , | Leave a comment

Consumer Credit Clearly is Expanding in August 2012

Written by Steven Hansen The headline said: In August, consumer credit increased at a seasonally adjusted annual rate of 8 percent. Revolving credit increased at an annual rate of 6 percent, and nonrevolving credit increased at an annual rate of … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Leave a comment

An Updated View of Joe Sixpack’s Situation

Written by Steven Hansen A Federal Reserve data release for 2Q2012 this past week provides new insight into the finances of the average household – and our beloved Joe Sixpack. Our modeled Joe Sixpack – who owns a house and … Continue reading

Posted in Consumer Credit, aa syndication, macroeconomics | Tagged , , , , , , , | Leave a comment

Consumer Credit Contracts in July 2012 – Reason = Student Loans

Written by Steven Hansen The headline said: In July, total consumer credit decreased at a seasonally adjusted annual rate of 1-1/2 percent. Revolving credit decreased at an annual rate of 6-3/4 percent, and nonrevolving credit increased at an annual rate … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Leave a comment

Consumer Credit Driven by Student Loans in June 2012

Written by Steven Hansen After last month’s great credit expansion, June 2012 unadjusted consumer credit was 93% driven by student loans.  Overall, credit growth was small in June. The market expected consumer credit to expand $10.0 billion versus the seasonally … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | 2 Comments

Consumer Credit May 2012: A Very Positive Data Point Economically

Written by Steven Hansen In an period of less good economic data, a strange data point pops up – May 2012 consumer credit.  Consumer credit expanded dramatically (the best month since the end of the Great Recession), and the major … Continue reading

Posted in Consumer Credit, aa syndication | Tagged , , , , , , , | Comments Off

What is U.S. Treasury’s Largest Asset?

by Doug Short, Advisor Perspectives Pop Quiz! Without recourse to your text, your notes or a Google search, what line item is the largest asset on Uncle Sam’s balance sheet? U.S. Official Reserve Assets Total Mortgages Taxes Receivable Student Loans

Posted in Consumer Credit, Government, US Treasury | Tagged , , , , , , | 2 Comments

Forget Whatever You Knew About Consumer Credit Since 2006

Written by Steven Hansen Sit back, grab a coffee – and forget whatever you knew about consumer credit since 2006.  The Federal Reserve literally changed the baseline in April 2012 (released today) likely due to double counting of certain types … Continue reading

Posted in Consumer Credit | Tagged , , , , , , , | Comments Off

Is Consumer Credit Fueling Retail Sales Growth?

Written by Steven Hansen Last week I posed the question whether the consumer was returning. It seems to be a common perception that consumer credit is driving the retail economic expansion. Below is a set of graphs that may surprise. … Continue reading

Posted in Consumer Credit, Retail & Business Sales, Weekly Economic Summary | Tagged , , , , , , , , | Leave a comment