Welcome back.
Consumer spending, the backbone of the U.S. economy, has continued to be robust, despite stubborn inflation and geopolitical uncertainty. The result is higher credit card balances, which climbed 6 percent to $1.25 trillion in the first quarter of 2026 from the year before, I report in an article coming out Tuesday morning.
But Americans have built up a whopping $35 trillion in home equity, according to the Federal Reserve. The stockpile of wealth is primarily the result of a moribund housing market, and many homeowners are tapping into that nest egg to climb out from under a mountain of debt.
“Sometimes I see upward of $80,000 to $90,000 in credit card debt,” Stacy Melton, a mortgage broker in Arizona, told me. She helps them refinance their home loan to pay off their credit card debt and get “a little bit of breathing room as well.”
If you own a home, have you tapped your home equity? If so, for what purpose? You can tell us at Yourmoney_newsletter@nytimes.com.
Below, you’ll find a selection of money-related stories from across The New York Times. Have a great week.
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