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U.S. economy stalls in first quarter, inventories and trade weigh

Published 30/04/2014, 14:03

WASHINGTON - By Lucia Mutikani

WASHINGTON, April 30 (Reuters) - The U.S. economy barely

grew in the first quarter as exports tumbled and businesses

accumulated stocks at the slowest pace in nearly a year, but

activity already appears to be bouncing back.

Gross domestic product expanded at a 0.1 percent annual

rate, the slowest since the fourth quarter of 2012, the Commerce

Department said on Wednesday. That was a sharp pullback from the

fourth quarter's 2.6 percent pace.

Economists polled by Reuters had expected growth to slow to

a 1.2 percent rate. The slowdown partly reflected an unusually

cold and disruptive winter, marked by declines in sectors

ranging from business spending to home building.

The Commerce Department's first snapshot of first-quarter

growth was released just hours before the Federal Reserve wraps

up a two-day policy meeting.

While harsh weather could partially explain the weakness in

growth, the magnitude of the slowdown could complicate the U.S.

central bank's message as it is set to announce a further

reduction in the amount of money it is pumping into the economy

through monthly bond purchases. [ID:nL2N0NL0W9]

The first-quarter slowdown, however, is likely to be

temporary and recent data have suggested strength at the tail

end of the quarter.

Economists estimate severe weather could have chopped off as

much as 1.4 percentage points from GDP growth. The government,

however, gave no details on the impact of the weather.

INVENTORY GROWTH DECELERATES

After aggressively restocking in the second half of 2013,

businesses accumulated $87.4 billion worth of inventory in the

first quarter, the smallest amount since the second quarter of

2013.

That was a moderation from the $111.7 billion amassed in the

fourth quarter that has resulted in manufacturers receiving

fewer orders. Inventories subtracted 0.57 percentage point from

GDP growth in the first quarter.

Trade also undercut growth, taking off 0.83 percentage

point, partly because of the weather, which left goods piling up

at ports. Exports fell at a 7.6 percent rate in the first quarter after growing at a 9.5 percent pace in the final three months of 2013.

Together, inventories and trade sliced off 1.4 percentage

point from GDP growth.

Consumer spending, which accounts for more than two-thirds

of U.S. economic activity, increased at a 3.0 percent rate,

reflecting a spurt in spending on services linked to the

Affordable Healthcare Act.

Spending on goods, however, slowed sharply, indicating that

frigid temperatures during the winter had reduced foot traffic

to shopping malls. Consumer spending had increased at a brisk

3.3 percent pace in the fourth-quarter.

Harsh weather also undercut business spending on equipment.

While investment in nonresidential structures, such as gas

drilling, rebounded, the increase was minor.

Investment in home building contracted for a second straight

quarter, in part because of the weather. But a rise in mortgage

rates over the past year has also hurt.

A second quarter of contraction in spending on home building

suggests a housing recession, which could raise some eyebrows at

the U.S. central bank. A bounce back is, however, expected in

the April-June period.

(Reporting by Lucia Mutikani; Editing by Andrea Ricci)

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