US Trade Gap Rises to $48.5bn in November

The trade deficit in the U.S. probably widened in December to a six-month high as imports climbed faster than exports, economists said a report this week will show.

The gap grew to $48.5 billion from the $47.8 billion shortfall in November, according to the median of 61 estimates in a News survey ahead of Commerce Department figures on Feb. 10. Consumer sentiment held close to a one-year high and firings were little changed, other reports may show.

Imports will probably keep rising as an improving job market underpins consumer spending, and businesses rebuild inventories and replace out dated equipment. At the same time, demand from emerging markets is boosting sales at companies like General Electric Co. (GE) and Caterpillar Inc. (CAT), buffering the fallout from Europe’s debt crisis and helping to sustain exports.

Payrolls climbed by 243,000 workers in January, the biggest increase in nine months, Labor Department figures showed on Feb. 3. The unemployment rate fell to 8.3 percent, the lowest since February 2009.

Stocks Rally

Stocks rallied after the report fueled optimism the economy will withstand the European debt crisis. The Standard & Poor’s 500 Index has increased for five straight weeks, the longest winning streak in a year. The gauge is off to the best start to a year since 1987.

Rising oil costs may lift the import bill this year. The price of Brent crude traded on the ICE Futures Europe exchange in London was $114.54 as of last week, up 6.6 percent from $107.38 at the end of December.

Exporters may continue to see gains. Caterpillar, the largest construction and mining equipment maker, posted fourth-quarter profit that beat analysts’ estimates and said prospects for global growth have improved. It also projects more orders as pent-up demand is released and customers replace older products.