Consequences of more consumer saving

by Laura Ehrenberg-Chesler on June 11, 2009

in blog,Credit Crisis,Investment Strategies

A recently published article in the “Harvard Business Review” looks at  10 industries in the S&P 500 and ranks their vulnerability to the increase in consumer savings.

The U.S. savings rate hit a 14-year high of 5.7% in April and it appears as though the trend will be long lasting.

From the list of companies that are most vulnerable to the consumer deleveraging and saving more, the top 5  are:

1.  Consumer Discretionary

2.  Consumer Staples

3.  Information Technology

4.  Financial Services

5.  Utilities

Leave a Comment

Previous post:

Next post: