United States

Trump proposes 10% limit on credit card interest: negative reactions from the US banking sector

Limiting interest rates on credit cards could reduce access to credit and negatively impact consumers and the US financial market.

Il presidente Usa Donald Trump. REUTERS/Nathan Howard

2' min read

Translated by AI
Versione italiana

2' min read

Translated by AI
Versione italiana

US President Donald Trump declared a few days ago that American credit card companies may be subject to a 10% limit on the interest rate applicable to customers.

There was immediate alarm among US banks, which was also reflected in the stock market, where the stocks of several US banks, including Citigroup, JPMorgan Chase, Wells Fargo and Bank of America slid down between 1% and 3% on Monday 12.

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The companies most closely linked to the credit card industry, such as Visa, Mastercard and American Express, also fell. Capital One, whose loan portfolio comes mainly from credit cards, even plummeted by almost 7%.

Although it is unclear how the proposed rule could be implemented, the industry's message is clear: the plan would have unintended consequences for consumers and the US economy.

According to banks and analysts, the move would in fact render large parts of the credit card industry unprofitable, especially those linked to customers with sub-optimal credit profiles.

According to a weekly survey by Bankrate.com,the current average credit card rate, nationwide, is 19.7%, while rates for subprime borrowers and store-specific cards are even higher.

Instead of offering loss-making products to consumers, the industry would simply stop offering access to customers with subprime credit. A number of other changes to card programmes are also likely, including reducing premiums, insiders say.

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Consumers would spend less or rely on other forms of unsecured debt, many of which carry even higher interest rates than credit cards.

"We cannot offer products at a loss; there is no scenario in which we can take the entire portfolio to 10 per cent," said a person familiar with the operations of a large bank, who asked to remain anonymous. "It is no exaggeration to say that this will sink the economy very quickly."

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