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Headline is spun. Current rate data is hugely confounded by the pandemic. In fact consumer debt dropped like a rock during the pandemic and is bouncing back to something that looks decidedly normal to me (higher than the 2011-2012 recovery, much lower than the 2002 dot com aftermath, etc...).

Please look at FRED charts when discussing this, I had to pull out one for personal saving in another comment in this topic too: https://fred.stlouisfed.org/series/CDSP



Also, piles of middle class people took those stimmie checks and applied them directly to outstanding credit cards. Now people's habits are just coming back.


This has been going on for a year now. Some indicator reverts to what it looked like pre-pandemic and people act like the world is ending.




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