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Counterpoint Macro Index Report, Q2 2024
Overview: Counterpoint's Macro Index declined slightly to 88.45 at the end of Q2 2024, from 90.01 in Q1 2024. The three-month outlook is expected to improve slightly. The political environment remains tense, but tech sentiment remains buoyant. We maintain a positive 12-month outlook. This uptick can be attributed to improving economic prospects across most regions, as inflation continues to trend lower while business activity increases. Tech sentiment remains high due to continued AI frenzy, key semiconductor indicators on the recovery, and a rebound in consumer sentiment. However, global conflict remains tense, while the political situation reaches a boiling point in both the US and Europe. Table of Contents:
- Counterpoint Macro Index Q2 2024
- Overview
- Tech Sector Analysis
- Regional Analysis
- Constituent Indices
Number of Pages: 53 Publication Date: July 2024
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Category
Service
Report Type
Report
Time period
Quarterly
Summary
Category
Macro and geo-political tracker_Macro and geo-political trackerMacro and geo-political tracker
Published
Jul 27, 2024
Author
Yang Wang
Yang is a Senior Research Analyst at Counterpoint Research, based out of London. Yang has eight years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, and macro topics that affect the global technology industry like economics, policy and supply chains. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.
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