US Economic Stress: Debt Delinquencies at 15-Year High, Credit Spreads Blow Out
Nearly 20% of US families are now behind on debt payments — the worst since 2010 — while credit spreads for the weakest US companies hit a near 4-year high, even as AI stocks boom and record TLT call volume signals bets on falling yields.
What we know
An account on X (609 likes, 84K views) highlighted Fed data showing 19.6% of US families reported overdue loan payments in 2025, up from 12.2% in 2022 and the worst reading since 2010. Another account on X flagged the bifurcation: AI stocks booming while credit spreads for weakest companies hit 12.52%, the widest in nearly 4 years. Another account on X flagged TLT call option volume soaring to its highest level in history, suggesting large bets on bond prices rising (yields falling). Another account on X added Canada's September job loss (68K, equivalent to 558K US jobs) as another recessionary signal.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.