More People Are Paying Car Loans Late, Raising Concerns About Credit

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WSJ Your Money Briefing 7 min 3 speakers 3 chapters transcribed 2 months ago
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ReliaQuest Advertiser 0:00
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Danny Lewis 0:30
Here's your money briefing for Tuesday, February 21st. I'm Danny Lewis for The Wall Street Journal, filling in for J.R. Whelan. With unemployment low and inflation starting to cool off, the U.S. economy is on steady footing. But at the same time, more Americans are having trouble making payments on their auto loans than at any point since 2010.
Gina Heeb 0:55
As one analyst put it to me recently, 2021 was kind of the Wild West for the auto market. During the pandemic, prices for used cars rose something like 40 percent. So people had to pay these really high amounts.
Danny Lewis 1:08
So why is this happening? And how is this affecting people who are falling behind on car payments? We'll hear from Wall Street Journal banking reporter Gina Hebe about that after the break.
ReliaQuest Advertiser 1:17
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What trends show more Americans are falling behind on auto loan payments?

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Danny Lewis 1:57
The last few years have been pretty good for consumers at large. The stock market soared and lots of people were able to sock away extra savings during the start of the pandemic. But an analysis by Moody's Analytics found a worrying trend. In 2022, more than 9% of people with auto loans were at least 30 days behind on their payments, numbers that haven't been seen since just after the Great Recession in 2010. Here now to explain why and what that means for your wallet is Gina Heap. She's a banking reporter for The Wall Street Journal. Hey, Gina.
Gina Heeb 2:29
Hey, Danny. Thanks for having me.
Danny Lewis 2:31
So why are so many people falling behind on their car loans?
Gina Heeb 2:35
So delinquencies are on the rise in general, not just for cars. More Americans are also falling behind on credit cards and personal loans, in part because they went down so much during the pandemic. During that time, Americans had a lot more cash and they weren't traveling or eating out as much. So delinquencies are kind of rebounding from these unusually low levels. But car loans are rising at a really fast pace, especially for subprime borrowers who have lower credit scores. Inflation is making everything more expensive and interest rates are also a lot higher than they were a year ago. One point there is that car loans tend to have fixed interest rates. So that means they don't change over the life of the loan.
Gina Heeb 3:13
But higher rates affect credit cards and other loans with variable rates. So consumers are getting squeezed elsewhere in their budgets.
Danny Lewis 3:20
So everyone's been talking a lot about inflation for the last few months, especially. But car prices did spike in the early years of the pandemic, thanks to high demand and low supply. How did that play a part in this?
Gina Heeb 3:32
Right. As one analyst put it to me recently, 2021 was kind of the Wild West for the auto market. During the pandemic, prices for used cars rose something like 40%. So people had to pay these really high amounts for used cars or buy brand new ones, even if they weren't planning to because of that short supply. So the average monthly car payment rose quite a bit to something like $500 or $600 a month.

Why did used-car prices spike during the pandemic and how did that affect monthly payments?

Gina Heeb 3:59
They're higher now, actually, but it's too soon to get a really good read on how people are doing with those.

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