Research recently published suggested that the rundown of stocks by firms following the tragic September 11 attacks accounted for as much as 2% of GDP growth in the US in the fourth quarter of 2001.

The increased trading levels that we are currently seeing in the first quarter of 2002 are certainly encouraging, but the critical question remains: Is this merely the replenishment of stocks to pre-September 11 levels with companies assuming demand remains static, or are there expectations that demand will rise?

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