U.S. industrial production fell 0.4% in September, the biggest drop since April, the Federal Reserve reported Thursday. Output was reduced by the United Auto Workers strike at General Motors GM, +0.00% . Wall Street economists had expected a 0.2% decline, according to a MarketWatch survey. Output in August was revised higher to a 0.8% gain from the prior estimate of a 0.6% increase. For the third quarter, industrial output rose at a 1.2% annual rate, following declines of about 2% in both the first and second quarters. Industrial capacity in use slumped to 77.5% in September from 77.9% in the prior month. Economists ... (full story)