Counterpoint Macro Index

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Counterpoint Macro Index – June 2022

Jul 19, 2022

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 June Counterpoint Macro Index fell to 82.86, continuing the slide since the beginning of the year and recording a new low since June 2020. The single largest contributing index was international politics. The war in Ukraine remains the single largest factor weighing on the global technology environment as it pushes up commodity, fuel and transport prices. We believe that the war is unlikely to escalate but that a stalemate in eastern Ukraine will continue through 2022, which means the index should not drop further but that improvement is unlikely in the coming months.

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Author

Yang Wang

Yang is a Senior Research 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.

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