The Recession Signal Hidden in Consumer Credit Card Debt

Episode 37 of Recession Watch with Fexingo dives into consumer credit card debt as a leading recession indicator. Lucas and Luna examine the latest data on revolving credit, delinquency rates, and how the consumer balance sheet is cracking under persistent inflation and higher interest rates. With the VIX spiking 34% in five days and the yield curve still inverted, they connect the dots between household financial stress and broader economic risks. A specific data point: credit card balances hit a record $1.14 trillion in Q4 2025, and delinquencies are rising. This episode drills into why that matters now, in June 2026, as the labor market softens and long-term unemployment surges. No broad overview — just one sharp signal that markets might be underestimating. #RecessionWatch #ConsumerDebt #CreditCardDebt #RecessionIndicator #HouseholdFinance #DelinquencyRates #VIX #YieldCurve #Inflation #FederalReserve #InterestRates #ConsumerSpending #Economics #BusinessPodcast #FexingoBusiness #Podcast #June2026 #EconomicCycles Keep every episode free: buymeacoffee.com/fexingo