Macro & Geopolitics

Our Macro service provides rigorous analyses of the most important macro events impacting the tech industry.

"Macro & Geopolitics" Data and Research

Key Features Macro Service

Key Features

Macro Service

Identification of key trends across technology, economics, geopolitics and policy impacting the medium to long-term
Analysis of overall business, consumer and industry sentiment
Key drivers of current technology trends

What is included?

Macro Index

Quarterly report series capturing the environment and sentiment for the global technology industry, with a short-and-medium term forecast.

Tech Earnings Review

Quarterly report series split into separate sectors analyzing key drivers of the most recent earnings of Big Tech and neighbouring sectors.

China Macro Snapshot

Monthly report series covering the latest economic, policy, tech and company news in China affecting the global tech landscape.

Custom Reports

Periodic reports covering macro topics around specific verticals or regions, such as: US CHIPS Act, India Elections, China 'Two Sessions'.

Latest Research

Report

Macro & Geopolitics

Counterpoint Macro Index Report, Oct 2026

Overview The Counterpoint Macro Index provides a high-level overview of the critical developments across the economy, politics and business landscapes and their potential to cause disruption in the tech business environment.

Oct 27, 2026

Report

Macro & Geopolitics

Tech Earnings Analysis, Q2 2026

Analysis of key tech companies’ quarterly financial reports, financial and operational performance benchmarks, and trends within various segments of Big Tech.

Sep 10, 2026

Report

Macro & Geopolitics

Counterpoint Macro Index Report, Oct 2026

Oct 27, 2026

Report

Macro & Geopolitics

Tech Earnings Analysis, Q2 2026

Analysis of key tech companies’ quarterly financial reports, financial and operational performance benchmarks, and trends within various segments of Big Tech.

Sep 10, 2026

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