Counterpoint Macro Index - Q2 2025
Overview: Counterpoint's Macro Index dropped to 84.2 as of the end of Q2 2025, from 88.2in Q1 2025, mainly due to continued tariff uncertainty.
The US initiated trade fights with more than thirty countries in April. However, limited progress has been made within the 90-day truce. The on-and-off trade deal negotiations destabilize global economic prospects. Regional conflicts in the Middle East, though, have been under control, and the worst of the economic ripple effects may have been mitigated in Q2.
Table of Contents:
- Counterpoint Macro Index Q2 2025
- Overview
- Tech Sector Analysis
- Regional Analysis
- Constituent Indices
Number of Pages: 42
Published Date: July 2025
Category
Industry
Macro & Geopolitics
Service
Premium
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.
Archie Zhang
Archie Zhang is a Beijing-based research analyst specializing in the smartphone market. Formerly an award-winning Financial Times journalist covering China’s tech sector, Archie brings a unique blend of industry insight and storytelling expertise to market analysis.