Overview
Counterpoint’s Macro Index improves again in Q4, rising to 86.17 from 80.99 in September. The three-month and twelve-month outlooks have also been bumped up, reflecting better conditions for the global tech industry.
This uptick can be attributed to improved economic indicators across most major economies, mainly due to lower inflation, leading to the conclusion by markets that the current round of interest rate hikes has ended. However, China remains an outlier, which is still grappling with deflationary pressures.
Table of Contents
- Counterpoint Macro Index Q4 2023
- Overview
- Tech Sector Analysis
- Regional Analysis
- Constituent Indices
Number of Pages: 52