4th Quarter 2009 is updated. Questions? email is better than posting bookmark: wlmlab.com
Quarter30+ Days DelqLoan AllowRatio
2007 Q1100,833,150,00078,441,030,0001.29
2007 Q2106,615,257,00081,225,245,0001.31
2007 Q3130,084,001,00087,037,367,0001.49
2007 Q4151,922,684,000102,550,147,0001.48
2008 Q1156,219,627,000121,109,289,0001.29
2008 Q2157,420,085,000144,382,660,0001.09
2008 Q3175,533,243,000156,064,853,0001.12
2008 Q4249,609,332,000173,010,051,0001.44
2009 Q1265,527,295,000193,626,113,0001.37
2009 Q2258,001,669,000210,973,243,0001.22
2009 Q3270,547,572,000220,267,948,0001.23
2009 Q4286,141,446,000227,480,384,0001.26

Institution:  All U.S. Banks

Report:  Delinquency to Loss Allowance

The ratio tracks what is delinquent against what they have set aside as losses.

Note the big jump up this quarter, especially the 90+ ratio. Delq growing faster than reserves.

30+ Days Delq Ratio

Quarter90+ Days DelqLoan AllowRatio
2007 Q127,604,843,00078,441,030,0000.35
2007 Q228,070,836,00081,225,245,0000.35
2007 Q332,061,483,00087,037,367,0000.37
2007 Q437,835,351,000102,550,147,0000.37
2008 Q140,008,295,000121,109,289,0000.33
2008 Q241,483,011,000144,382,660,0000.29
2008 Q347,093,858,000156,064,853,0000.30
2008 Q483,293,968,000173,010,051,0000.48
2009 Q199,776,050,000193,626,113,0000.52
2009 Q2109,410,979,000210,973,243,0000.52
2009 Q3119,271,455,000220,267,948,0000.54
2009 Q4137,297,758,000227,480,384,0000.60

90+ Days Delq Ratio

30+ Delq Ratio 90+ Delq Ratio
50.109