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flag U.S. industrial output rose 0.1% in September, driven by utilities, while manufacturing flatlined.

flag U.S. industrial production rose 0.1% in September, reversing a revised 0.3% drop in August, driven by a 1.1% rebound in utilities output, while manufacturing and mining output remained flat, according to a delayed Federal Reserve report. flag The data, released on December 3, 2025, after a 43-day government shutdown, showed overall industrial output up 1.6% year-over-year, with capacity utilization unchanged at 75.9%. flag Manufacturing output was flat for the month, missing expectations of a 0.1% gain, and grew at a slower 1.3% annualized rate in the third quarter. flag The sector continues to face headwinds from tariffs, with the Institute for Supply Management reporting a ninth straight month of contraction in November.

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