Counterpoint Macro Index Report, July 2026
Overview:
Counterpoint's Macro Index rebounded in Q2 2026, mainly due to easing fears of inflation and supply chain disruption from the Iran War, while the global trading environment remained at an uneasy but still stable footing. On the other hand, policy unpredictability is weakening amid institutional tensions in US, while European governments face mounting electoral pressures.
What the Full Report Will Cover:
- Global macroeconomic outlook, including growth, inflation, interest rates and currency trends
- Geopolitical developments shaping technology markets, trade flows and supply chains
- Technology sector analysis covering smartphones, semiconductors, AI and electric vehicles
- Regional outlooks across the US, China, Europe and key emerging markets
- Risk assessment, scenario analysis and key milestones to watch over the next 12 months
Who Should Read This:
- Corporate strategy leaders evaluating market and business risks
- Technology executives responsible for long-term planning and investment decisions
- Investors and corporate development teams monitoring industry turning points
- Supply chain, procurement and operations leaders assessing external disruptions
- Decision-makers seeking an integrated view of macro, geopolitical and technology trends
Number of Pages: 39
Published Date: July 28, 2026
Category
Industry
Macro & Geopolitics
Service
Macro & Geopolitics
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.
Sanghoon Kim
Sanghoon Kim is a Research Analyst at Counterpoint Research based in Seoul, Korea. At Gallup Korea, he gained hands-on experience conducting primary research surveys, mainly for government and public sector clients. After three years of research experience, he joined Counterpoint to focus on expanding his expertise in the fast-evolving IT sector. He graduated from Yonsei University with a Bachelor of Arts in Political Science.