Aug. 2 (Bloomberg) -- The manufacturing rebound that propelled the U.S. out of 
the recession cooled in July, reflecting a slowing in orders and production. 
 
 The Institute for Supply Management’s manufacturing gauge dropped to 55.5 last 
month, exceeding the median forecast of economists surveyed by Bloomberg News, 
from 56.2 in June. Readings greater than 50 indicate growth. The group’s 
bookings gauge, considered a leading indicator, fell to a one-year low. 
 
 “It’s important to keep an eye on the new-orders index, which has lost a lot 
of ground in the past two months,” said Michael Moran, chief economist at Daiwa 
Capital Markets America Inc. in New York, who accurately forecast the ISM 
reading. “It’s signaling a slower pace of growth, though it still suggests 
expansion in the economy.” 
 
 Stocks climbed, boosted by improving earnings and relief that factories held 
up better than estimated, easing the risk the world’s largest economy would 
again slump. Growing overseas demand and a pickup in business investment are 
lifting companies like Caterpillar Inc., while Federal Reserve Chairman Ben S. 
Bernanke today said rising wages will spur consumer spending. 
 
 The moderation in manufacturing compares with a pickup in Europe and a more 
pronounced slowing in China. The 16-nation euro region factory gauge increased 
to 56.7 from 55.6 in the previous month, signaling the region’s factories are 
overcoming the debt crisis, data from London-based Markit Economics showed 
today. An index of purchasing managers in China slid to 49.4 from 50.4 in June, 
according to figures from HSBC Holdings Plc and Markit. 
 
 Shares Rally 
 
 The data helped shares rally, sending the MSCI World Index to an 11-week high, 
while crude oil climbed above $81 a barrel and U.S. Treasury securities 
dropped. The Standard & Poor’s 500 Index rose 2.2 percent to 1,125.86 at the 4 
p.m. close in New York. The yield on the benchmark 10-year note rose to 2.96 
percent from 2.91 percent late on July 30. 
 
 The median estimate of 74 economists surveyed projected the ISM index would 
drop to 54.5. Forecasts ranged from 52.5 to 56. 
 
 The factory gauge has peaked and will probably hold above 50 for the rest of 
the year, Norbert Ore, chairman of the ISM manufacturing survey, said in a 
conference call with reporters. The slowdown in orders was a “major concern,” 
he said, adding it will require a pickup in consumer spending to sustain the 
recovery beyond gains in exports and business investment. 
 
 Manufacturing “is not really getting help from the rest of the economy,” Ore 
said. “Job creation is not happening very quickly.” 
 
 Bernanke’s Outlook 
 
 Bernanke said that help may soon come as Americans will probably ratchet up 
their spending in coming months. 
 
 “Rising demand from households and businesses should help sustain growth,” and 
consumer spending “seems likely to pick up in coming quarters from its recent 
modest pace,” the Fed chairman told lawmakers in Charleston, South Carolina. 
 
 A report from the Commerce Department today also showed construction spending 
unexpectedly rose in June, boosted by a gain in government programs that made 
up for declines in private residential and commercial projects. 
 
 The 0.1 percent increase in outlays followed a revised 1 percent drop in May 
that was larger than previously estimated. 
 
 The ISM’s new orders measure dropped to 53.5, the lowest level since June 
2009, from 58.5. The measure was as high as 65.7 in May. 
 
 The group’s production gauge decreased to 57 from 61.4. 
 
 Jobs, Exports 
 
 Other areas were more upbeat as employment and exports grew at a faster pace. 
Factories have boosted payrolls by 136,000 workers so far this year through 
June and a Labor Department report on Aug. 6 may show another manufacturing 
employment increased again last month, according to economists surveyed. 
 
 Caterpillar, the world’s largest maker of construction equipment, this month 
raised its full-year earnings forecast on higher demand in developing countries 
for mining, energy and rail equipment. 
 
 “You’ve got strong growth in India and China that provides demand for 
commodities,” Ed Rapp, chief financial officer of the Peoria, Illinois-based 
company, said in an interview on July 22. “Most of the mining is happening in 
the developing parts of the world.” 
 
 Further gains in manufacturing require a pickup in consumer spending, which 
accounts for about 70 percent of the economy. A Commerce Department report last 
week showed second-quarter gross domestic product grew at a 2.4 percent annual 
pace, less than the median forecast of economists surveyed by Bloomberg, as 
household purchases cooled. 
 
 Bloomberg Poll 
 
 A lack of jobs is one reason consumers aren’t convinced the U.S. is in 
recovery. More than 7 out of 10 Americans say the economy is still mired in 
recession, according to a Bloomberg National Poll. The U.S. lost 8.4 million 
jobs during the slump that began in December 2007. 
 
 President Barack Obama’s administration in trying to change such perceptions 
heading into the November elections that will determine the makeup of Congress. 
Obama last week said the “tough decisions” he made to give almost $60 billion 
in aid to the U.S. auto industry saved a million jobs and led to the strongest 
period of growth for automakers in a decade. 
 
 To contact the reporter on this story: Shobhana Chandra in Washington at 
[email protected] 

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