The US goods and services deficit was $105.0 billion in September, down $0.7 billion from $105.7 billion in August, revised, the Bureau of Economic Analysis and the Census Bureau said on Wednesday. Exports rose $5.8 billion to $321.5 billion and imports rose $5.2 billion to $426.6 billion, leaving a goods deficit of $135.9 billion against a services surplus of $30.9 billion. Year to date, the deficit has fallen $92.4 billion, or 12.2 percent, from the same period in 2025.
The composition points at the data centre buildout. Imports of capital goods rose $11.6 billion on a Census basis, led by computers, up $7.6 billion, and computer accessories, up $5.7 billion, while exports of capital goods rose $3.8 billion. The bilateral goods deficit with Taiwan widened $3.6 billion to $21.9 billion, the deficit with the European Union widened $3.2 billion to $14.2 billion, and the deficit with Canada narrowed $2.7 billion to $4.4 billion. The next release, covering October, is scheduled for December 8.