The US Debt Picture · A Visual Brief
VOL. 01 · May 2026

$80 trillion.

That's roughly what the United States owes — across government, businesses, and households combined. It's about 2.7 times the country's annual economic output.

Government $42T
Business $22T
Households $19T
01 · The Big Picture

Three buckets. One economy.

The federal government accounts for roughly half of all US borrowing. Businesses and households split the rest almost evenly. Here's how the $83 trillion breaks down.

Total $83T non-financial debt
51%

Government

Federal debt is by far the largest single liability. State and local governments add another modest layer.

$42.0T
27%

Business

Public corporations issue bonds and take loans. Smaller, privately-held businesses add another $8T.

$22.0T
22%

Households

Mortgages dominate. Auto loans, student loans, and credit cards make up the rest.

$18.8T
For context, US annual GDP is roughly $29 trillion. The total debt-to-GDP ratio across all sectors works out to about 2.7× — meaningful, but not extreme by international standards.
02 · Government

The largest single borrower on earth.

$42 trillion across federal, state, and local. The federal piece alone passed $39T in 2026 and continues to grow at about $7 billion per day.

$42T

The federal government has run a budget deficit in 76 of the past 90 years. Each year's shortfall is financed by issuing new Treasury bonds — and the outstanding stack just keeps growing.

Roughly four-fifths is "held by the public" (investors, foreign governments, the Federal Reserve). The rest is owed by one part of the government to another — mostly the Social Security and Medicare trust funds.

$31.4T

Held by the public

Treasury bonds, notes, and bills owned by domestic and foreign investors, plus the Federal Reserve.

$7.6T

Intragovernmental

Special Treasuries held by the Social Security and Medicare trust funds — money the government owes itself.

~$3T

State & Local

Bonds issued by states, cities, school districts, and other municipal entities to finance infrastructure.

Growing fast

Federal debt added $2.6 trillion in the past 12 months — averaging $7 billion per day. Interest payments now exceed $1 trillion per year.

03 · Business

Bonds, loans, and the engines of capital.

$22 trillion borrowed by American companies — about two-thirds from public corporations, the rest from smaller private businesses, partnerships, and family-held firms.

How corporations borrow — $14.2T

Corporate bonds
$7.9T
Loans (mortgage + non)
$5.4T
Commercial paper, other
$0.9T
Slow-growing

Business debt grew just 2.4% over the past year — much slower than government. Corporate leverage is near its lowest in a decade.

$22T

Corporations borrow primarily by issuing bonds to investors — pensions, mutual funds, insurance companies. The bond market is deeper and cheaper than bank loans for large firms, which is why bonds account for 56% of corporate debt.

Smaller businesses — LLCs, partnerships, sole proprietorships — add another $8 trillion, mostly through bank loans and SBA programs.

04 · Households

Mostly homes. Then the rest.

$18.8 trillion in consumer debt — and seven dollars of every ten is a mortgage. The rest splits roughly evenly between auto loans, student loans, and credit cards.

$18.8T

Home loans make up the lion's share — and the bulk of those mortgages were locked in at sub-4% rates before 2022, which is why so many homeowners are reluctant to move.

Credit cards and student loans together total about $2.9 trillion — large in absolute terms but small compared to housing. Delinquencies are rising modestly but remain near historical norms.

What households owe

Mortgages
$13.2T
Auto loans
$1.7T
Student loans
$1.7T
Credit cards
$1.3T
HELOC
$0.5T
In step with income

Household debt grew 3.3% over the past year — roughly in line with wage growth. Mortgage delinquencies remain near pre-pandemic levels.

05 · The Rate of Change

One sector is growing fast. The other two aren't.

Two of the three pieces of US debt are growing at modest, sustainable rates. The federal government is the outlier — and the reason "debt" dominates fiscal conversations.

Government
+7.1%
year over year

$2.6 trillion added in the past 12 months. Driven by structural deficits and rising interest costs.

Deficit-driven
Business
+2.4%
year over year

Slow, steady issuance. Below the long-run average. Corporate leverage is near decade lows.

Manageable
Households
+3.3%
year over year

Modest credit growth, roughly in pace with nominal wage growth. Delinquencies stable.

In line with income
Two of three sectors are stable. The federal government is the outlier.
06 · In Context

By global standards, the ratio isn't extreme.

Total US debt sits at about 2.7 times annual GDP. That's higher than Germany, similar to the Eurozone average, and well below Japan — which has carried far heavier loads for years.

2.7×

US total non-financial debt to annual GDP

Government
1.4×
Business
0.8×
Households
0.6×
Japan 4.3× very high
China 3.0× higher
United States 2.7× you are here
Eurozone (avg) 2.5× similar
Germany 1.8× lower
07 · The Bottom Line

Three things to remember.

01

Half is government. A quarter each, business and households.

Of the $83 trillion in total US non-financial debt, the federal government alone accounts for roughly $0.50 of every dollar borrowed. That's why "the deficit" dominates fiscal conversations.

02

The ratio isn't extreme. The growth rate is.

2.7× GDP is comparable to other advanced economies. What stands out is the velocity: federal debt added $2.6 trillion last year, versus roughly $0.5T across households and businesses combined.

03

Mortgages dominate the household side.

Seven of every ten dollars owed by American consumers is a home loan. The headline- grabbing categories — credit cards and student loans — are smaller than they sound.