Counterpoint Quarterly Macro Index, Q1 2026
Overview: Counterpoint's Macro Index fell in Q1 2026, mainly due to the shock from the Iran War and the subsequent energy and supply chain crisis. Policy unpredictability remains elevated while trade and geopolitical tensions are likely to persist through 2026. On the other hand, the global trading system remains robust, especially in light of US Supreme Court’s decision to overturn ‘Liberation Day’ tariffs.
Table of Contents
- Counterpoint Macro Index Q1 2026
- Overview
- Tech Sector Analysis
- Regional Analysis
- 12-Month Outlook
Number of Pages: 33
Published Date: April 2026
Category
Industry
Macro & Geopolitics
Service
Macro & Geopolitics
Report Type
Report
Time Period
Quarterly
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Author
Yang Wang
Yang is a Principal Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. 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.