The delinquency rates for personal loans, credit cards, auto loans, and mortgages are all climbing

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While student loan data remains obscured until after the election, auto and mortgage loans typically lag in delinquency due to their critical nature—people prioritize keeping their cars and homes. However, other debts are surging, begging the question: does this signal a thriving economy? Should stocks be skyrocketing to all-time highs?

Consider the staggering reality: the median U.S. mortgage payment soared to a record $2,894 per month in May 2024, marking a 14.1% increase from last year. This means the average new homeowner now forks out $35,000 annually on mortgage payments alone—nearly half of their pre-tax household income. Shockingly, this figure excludes additional costs like insurance, taxes, and maintenance, pushing the real financial burden even higher, potentially surpassing $3,000 monthly.

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