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by Ben Klutsey on March 13, 2009

in Financial Crisis Analysis

Research:

Which industries will recover first from the current economic crisis?

“History also suggests some possible indicators of the beginning of a recovery. In three of the four most recent recessions, higher consumer discretionary and IT spending led the way. When real EBITA growth resumes in these sectors, it may be a useful indication that the economy is turning around. Also, TRS generally stops declining near the end of a recession, so resumed growth in broad stock market indices might also herald the end of the current one.”

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