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US economy more robust than 0.1% growth suggests, GDP report shows | US economy more robust than 0.1% growth suggests, GDP report shows |
(about 2 hours later) | |
America's eclipse by China will come all the sooner if the performance of the US economy in the first three months of 2014 is a sign of things to come. But it isn't. News that growth ground to a virtual standstill has come as a surprise and led to a knee-jerk fall in the value of the dollar. | |
Yet this was a weather-related one-off rather than the start of a slide into recession. And it will have no bearing on the Federal Reserve's steady reduction in the amount of stimulus provided to the economy. | |
The Fed will take comfort from the details of the GDP report, which indicates that the US economy is in more robust shape than the 0.1% annualised growth would suggest. | |
Household consumption rose at an annual rate of 3% in the first quarter, while the big downward surprise – the 6% drop in private investment – was largely due to a decline in spending on residential housing, a sector particularly hard hit by the arctic weather that paralysed a hefty chunk of the US in February. | |
Trade was also a drag on growth, but this too may have had something to do with American firms having trouble getting their products to ports for export. | Trade was also a drag on growth, but this too may have had something to do with American firms having trouble getting their products to ports for export. |
The weak start to 2014 will mean that US growth forecasts for this year are going to be revised down. But the latest figures for private-sector job growth – which rose by 220,000 in April – show that activity picked up as the snow melted and temperatures rose. | The weak start to 2014 will mean that US growth forecasts for this year are going to be revised down. But the latest figures for private-sector job growth – which rose by 220,000 in April – show that activity picked up as the snow melted and temperatures rose. |
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