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Weak U.S. business spending plans point to slower economic growth

Published 10/27/2015, 09:05 AM
© Reuters. Assembly workers work on the underside of 2015 Ford Mustang vehicles on the production line at the Ford Motor Flat Rock Assembly Plant in Flat Rock, Michigan,
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By Lucia Mutikani

WASHINGTON (Reuters) - A gauge of U.S. business investment plans fell for a second straight month in September, the latest indication that economic growth braked sharply in the third quarter.

The Commerce Department said on Tuesday non-defense capital goods orders excluding aircraft, a closely watched proxyfor business spending plans, slipped 0.3 percent last month after a downwardly revised 1.6 percent decline in August.

These so-called core capital goods were previously reported to have dropped 0.8 percent August. The data was the latest dour news for the manufacturing sector, which has been hobbled by a strong dollar and deep spending cuts in the energy sector.

Manufacturing, which accounts for about 12 percent of the economy, has also been hit by efforts by businesses to reduce an inventory bulge and by slowing global demand.

The downbeat report added to weak trade, retail sales and industrial production data that have suggested the economy lost significant momentum in the third quarter.

According to a Reuters survey of economists, gross domestic product likely expanded at a 1.6 percent annual rate in the third quarter, slowing from a brisk 3.9 percent pace in the second quarter. The government will publish its advance third-quarter GDP estimate on Thursday.

The dollar has gained 15.4 percent against the currencies of the United States' main trading partners since June 2014, undermining the profits of multinational companies like Procter & Gamble Co. (N:PG) and 3M Co. (N:MMM).

A plunge in oil prices has squeezed revenues for oil field companies like Schlumberger (N:SLB) and diversified manufacturer Caterpillar Inc (N:CAT).

Schlumberger, the world's No.1 oilfield services provider, said this month it did not expect a recovery in demand before 2017 and anticipated that exploration and production spending would fall for a second consecutive year in 2016.

The continued weakness in business spending, together with signs of a slowdown in hiring by companies, could raise further doubts on whether the Federal Reserve will raise interest rates this year. The U.S. central bank's policy-setting committee was due to convene a two-day meeting on Tuesday.

The dollar fell to session lows against the euro and the yen on the data. U.S. Treasury debt prices rose to session highs.

Shipments of core capital goods, which are used to calculate equipment spending in the government's gross domestic product measurement, rose 0.5 percent last month after a downwardly revised 0.8 percent drop in August.

Core capital goods shipments were previously reported to have dropped 0.4 percent in August.

A 2.9 percent decline in transportation equipment spending helped to weigh down overall orders for durable goods - items ranging from toasters to aircraft that are meant to last three years or more - which fell 1.2 percent last month. Transportation was dragged down by a 35.7 percent decline in aircraft orders. Boeing (N:BA) reported on its website that it had received only 29 orders last month, down from 52 aircraft in August. Orders for automobiles and parts rebounded 1.8 percent.

© Reuters. Assembly workers work on the underside of 2015 Ford Mustang vehicles on the production line at the Ford Motor Flat Rock Assembly Plant in Flat Rock, Michigan,

Durable goods inventories fell 0.3 percent, the largest drop since May 2013, while unfilled orders declined 0.6 percent.

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