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 August 2022 Counterpoint Macro Index saw a reading of 84.58, flat compared to July. International politics continued to be the primary driver of negativity, though Russia's stalled advance and easing tensions following Nancy Pelosi's visit to Taiwan led to some improvement. Macro-economics was the second driver of negativity as persistent inflation drives central bank resolve to hike interest rates further.
Table of Contents:
- Counterpoint Macro Index August 2022 – Overview
- Risk & Impact Chart
- Scenario Analysis
- Constituent Indices
- Explaining the Counterpoint Macro Index
Number of Pages: 15
Published Date: September 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 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.
Table of Contents:
- Counterpoint Macro Index July 2022 – Overview
- Risk & Impact Chart
- Scenario Analysis
- Featured Charts of the Month
- Featured Topic of the Month – Global Macro Environment and the Smartphone Market
- Constituent Indices
- Explaining the Counterpoint Macro Index
- Authors, Copyright, User Agreement, and Other General Information
Published Date: August 26, 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.
Table of Contents:
- Summary
- Counterpoint Macro Index June 2022
- Forecast
- Risk & Impact Chart
- Scenario Analysis
- United States
- US Smartphone Market Forecast
- Europe
- Europe Smartphone Market Forecast
- China
- China Smartphone Market Forecast
- Semiconductor
- Appendix – Constituent Indices
- Analyst Contact
Published Date: July 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.
In May the Counterpoint Macro Index saw the worst reading for the global technology environment since the first months of the pandemic. More than half of the negative score was contributed by the Ukraine War, and the ensuring supply chain and inflationary issues. Underwhelming readings in the domestic scenes in US and China also contributed to the negative tone.
Table of Contents:
- Counterpoint Macro Index May 2022 – Overview
- Risk & Impact Chart
- Scenario Analysis
- Featured Charts of the Month
- Featured Topic of the Month – China’s Domestic Policy Landscape
- Constituent Indices
- Explaining the Counterpoint Macro Index
Published Date: June 2022