SOURCE: Counterpoint Macro Index – July 2023
Counterpoint Macro Index: Q2 2023
Published Date: 26th August 2023
The Good
• Tech outlook continues to improve after earnings season.
The Bad
• Souring business and consumer sentiment, with few signs of stimulus measures.
• Risk of contagion from the property market.
• Social tensions spill over to the streets, while far-right parties gain ground.
• Global regulation against Big Tech becoming more forceful.
The Forecast
• Likely to see uplift in forecast in the coming months, but China is a key concern.
• Interest rates to remain high.
• Demand/supply rebalancing in tech taking longer than expected.
The Counterpoint Macro Index tracks monthly the environment and sentiment for the global technology industry. We cover four main areas: Consumer Sentiment, General Business Sentiment, Tech Sentiment, and Politics & Policy.
We seek to answer questions on macro trends that is important for decision makers in the tech industry, such as:
- When can we expect inflation rates to normalize?
- How much visibility is there for the demand recovery of consumer tech goods?
- What stage are we at in the tech downturn?
- How are key stakeholders in the tech industry responding to recent geopolitical events?
- What areas are being impacted by recent events in the US-China tech war?
Download a sample of the Q2 2023 report below
It includes a regional (US, China, Europe) and segment (Consumer, Business, Tech, and Politics & Policy Sentiment) breakdown of the Index, as well as a ‘Risk-Impact Map’ for the biggest macro issues in the short to medium term.
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Q2 2023 Edition