2025 Marketing & Communication Strategy

02. MACROECONOMICS & STRATEGY

United States: a slowdown due to the delayed effects of rising interest rates

Credit card balances in serious payment default (% of total balances) and period of recession – United States

Mortgage rates – United States

Chart Title

Chart Title

14%

20

18

13%

16

12%

14

11%

12

10%

10

9%

8

8%

6

7%

4

6%

2

1977

1987

1997

2007

2017

5%

30-year loan rate Average effectvie interest rate on mortgage debt outstanding

2000

2004

2008

2012

2016

2020

2024

Public

Sources: BofA Global Investment Strategy, Macrobond, Rothschild & Co Asset Management – 12/2024 This presentation contains historical market data. Historical market trends are not a reliable indicator of future market behaviour. These data are provided for illustrative purposes only. Depending on the date of publication, the information presented may differ from the updated data.

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