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Macro Pulse highlights recent activity and events expected to affect the U.S. economy over the next 24 months. While the review is of the entire U.S. economy its particular focus is on developments affecting the Forest Products industry. Everyone with a stake in any level of the sector can benefit from
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Thursday, October 23, 2014

September 2014 Industrial Production, Capacity Utilization and Capacity

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Industrial production increased 1.0 percent in September and advanced at an annual rate of 3.2 percent in 3Q2014, roughly its average quarterly increase since the end of 2010. In September, manufacturing output moved up 0.5 percent, while the index for utilities climbed 3.9 percent. For 3Q as a whole, manufacturing production rose at an annual rate of 3.5 percent, but the output of utilities fell at an annual rate of 8.5 percent for a second consecutive quarterly decline. At 105.1 percent of its 2007 average, total industrial production in September was 4.3 percent above its level of a year earlier.
Wood Products output fell by 0.8 percent while Paper rose 0.2 percent. 
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The capacity utilization rate for total industry moved up 0.6 percentage point in September to 79.3 percent, a rate that is 1.0 percentage point above its level of 12 months earlier but 0.8 percentage point below its long-run (1972-2013) average; Wood Products fell by 1.3 percent, but Paper rose by 0.4 percent. 
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Capacity at the all-industries and manufacturing levels moved higher by, respectively, 0.3 and 0.2 percent. Wood Products extended its year-long trend when increasing by 0.4 percent. Paper, on the other hand, contracted by 0.2 percent to another new low.
The foregoing comments represent the general economic views and analysis of Delphi Advisors, and are provided solely for the purpose of information, instruction and discourse. They do not constitute a solicitation or recommendation regarding any investment.

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