The Counterpoint Macro Index tracks monthly the environment and sentiment for the global technology industry.
We cover four main areas: Consumer Sentiment, General Business Sentiment, Tech Sentiment, and Politics & Policy.
We seek to answer questions on macro trends that is important for decision makers in the tech industry, such as
✔ When can we expect inflation rates to normalize?
✔ How much visibility is there for the demand recovery of consumer tech goods?
✔ What stage are we at in the tech downturn?
✔ How are key stakeholders in the tech industry responding to recent geopolitical events?
✔ What areas are being impacted by recent events in the US-China tech war?
SOURCE: Counterpoint Macro Index - Q3 2024
Published Date: 30th October 2024
Economic data:
Tech Sentiment:
Domestic politics in the West:
China:
Geopolitical conflicts:
Regulation:
• US and EU regulators target powerful tech companies
• Higher risk of trade frictions between US and EU, and China
Positive momentum to continue through 2024
• Q3’s one-year forecast has been upgraded due to a positive trajectory.
• Global economic growth prospects see early signs of recovery.
Huge non-quantifiable risks on the horizon:
It includes a regional (US, China, Europe) and segment (Consumer, Business, Tech, and Politics & Policy Sentiment) breakdown of the Index, as well as a ‘Risk-Impact Map’ for the biggest macro issues in the short to medium term.
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