Overview:
The Counterpoint Macro Index aims to capture the environment and sentiment for the global technology industry. We look at issues and measures in macroeconomics, domestic and international politics, supply chains, industry performance and outlook, and regulatory events and outlook.
The July 2022 Counterpoint Macro Index saw a reading of 84.85, marking the first rebound of the Index in eight months. The biggest negative contributor remains international politics but the flashpoint shifted from Russia-Ukraine to the Taiwan Strait. Elsewhere global inflation remains a worry, but there are encouraging signs that inflation may have reached a peak.
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