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U.S. wealth grew by $19 trillion during the pandemic -- but mostly for the very rich

Dow Jones2021-08-01

Bond issuance of U.S. consumer debt is up 61%.

Rising stocks and financial assets helped U.S. household wealth grow by $19 trillion during the pandemic to $137 trillion , but wealth inequality has gotten worse, according to a new report.

That means American household net worth increased 16% from the end of the fourth quarter of 2019 through the first quarter of 2021, marking the largest 15-month stretch of gains since 2004, according to Oxford Economics.

But more than 90% of the gains in households' holdings of real estate, equities and mutual funds in that stretch "reflect price appreciation, with the small remaining balance coming from new investments," economists Nancy Vanden Houten and Gregory Daco at Oxford Economics wrote, in a Tuesday note.

In other words, those who owned assets going into the crisis benefited the most.

"Those in the top 1% of the income distribution saw their wealth increase 23%, while those in the bottom income quintile experienced only a 2.5% gain in net worth," the team wrote.

A similar pattern in U.S. savings has occurred, with more than 80% of the $2.6 trillion in excess savings residing with those in the nation's top two income brackets.

All eyes on the Fed

Federal Reserve Chairman Jerome Powell has pointed repeatedly to the pandemic's disproportionate toll on lower-income households in terms of both health and wealth consequences. The fate of the central bank's easy monetary policies also has been tethered to achieving substantial progress in the recovery and by regaining millions of jobs lost during the crisis.

Investors will be tuned in Wednesday for a Fed update on the economic recovery and on inflation, which in recent months has been running hot, but also for insights on the central bank's thinking about the COVID-19 delta variant and plans for its $120 billion in monthly asset purchases.

See: Fed is walking 'bit of a tightrope' between downside risks and inflation

U.S. stock indexes pulled back from record territory ahead of the Fed briefing, with the Dow Jones Industrial Average off 0.2% Tuesday, the S&P 500 index 0.5% lower and the Nasdaq Composite Index down by 1.2%.

Many investors expect consumer spending to help drive the economic recovery, particularly as fiscal stimulus wanes and as the central bank considers when to dial back its support for financial markets, likely first by trimming its large-scale asset purchases of Treasurys and agency mortgage-backed securities.

Who is driving?

But big questions remain. Concerns have ramped up around the delta variant and what that could mean this fall when young children, not yet eligible for the shot, return to classrooms. There's also the increase in the cost of living and how that might eat into worker paychecks, potentially putting a damper on consumer spending.

Oxford Economics' Houten and Daco expect households to draw down $360 billion, or 14%, in savings to finance consumption $(XLY)$(FXD)$(XRT)$ in the next six quarters, supporting 9% growth in real consumer spending in 2021 and 5% in 2022.

"The accumulation of excess saving by upper-income households will support a solid pace of consumer spending that is just getting underway, and that is expected to continue through 2022," they wrote.

As another sign of spending, issuance of U.S. asset-backed bonds tied to things like autos, credit cards and student loans has reached $163 billion already this year, a 61% jump from the same stretch of 2020, and 11% higher than the same period in 2019, according to BofA Global Research.

Credit applications for auto loans, new mortgages and credit cards in May also mostly returned to pre-pandemic levels, the Consumer Financial Protection Bureau said Tuesday.

The exception was borrowers with subprime and deep subprime credit scores, generally pegged as 600 and below, where applications for credit were down for all but the mortgage-credit category.

"We will continue to keep a close watch on the marketplace as the economic recovery continues, to help ensure all consumers have access to financial products and services that are fair, transparent, and competitive," said Acting CFPB Director Dave Uejio, in a statement.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Comment23

  • Jenjorjack
    ·2021-08-01
    Becos rich own assets and the less rich spends on instant gratifications and the poor spends on daily food and necessities 
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  • shauncj
    ·2021-08-01
    Sigh. The rich just gets richer. [Mybad] 
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  • Dawang
    ·2021-08-01
    Rich will just get richer
    Reply
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  • RIC
    ·2021-08-01
    rich gets richer
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  • robot1234
    ·2021-08-01
    The wealthiest 1% of Americans controlled about $41.52 trillion in the first quarter 2021, according to Federal Reserve data. Yet the bottom 50% of Americans only controlled about $2.62 trillion collectively, which is roughly 16 times less than those in the top 1%. US has an a very high Gini index of 0.48 with 0 representing perfect equality and 1 representing perfect inequality. The covid-19 pandemic has aggravated the rich-poor gap. Such disparity is bound to cause more societal problems.
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    • robot1234
      Tks for sharing
      2021-08-10
      Reply
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    • shauncj
      IT really Sucks when the Rich just continues getting richer
      2021-08-01
      Reply
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  • AndyChai
    ·2021-08-01
    Pretty sad
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  • Marcngky
    ·2021-08-01
    Yyy
    Reply
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    • Marcngky
      Haha
      2021-08-01
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  • Srikanth
    ·2021-08-01
    Nice
    Reply
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    • Srikanth
      Nice one
      2021-08-03
      Reply
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  • Sher96
    ·2021-08-01
    Oh
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  • Troytan
    ·2021-08-01
    Sigh, Imbalance wealth distribution 
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  • w8w8
    ·2021-08-01
    Steamed
    Reply
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  • Supersonia
    ·2021-08-01
    Rich gets richer 
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    • skyel
      And the poor get poorer
      2021-08-01
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    • gstrader
      great
      2021-08-01
      Reply
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  • Abu888
    ·2021-08-01
    H
    Reply
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  • JonnyThm
    ·2021-08-01
    good
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  • EstherTurtle
    ·2021-08-01
    Yes
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  • Whateverqw
    ·2021-08-01
    Wow
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  • moneytools
    ·2021-08-01
    Hungry for more...
    Reply
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  • kevinlaisq
    ·2021-08-01
    Pls like
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  • croissant
    ·2021-08-01
    Getting richer 
    Reply
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  • Roticanai
    ·2021-08-01
    Like
    Reply
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