The Macro Economy's Growing Influence on the Software Industry There's a lot of hype around concepts like big data and the software-as-a-service model, says John DiFucci of J.P. Morgan, but they shouldn't be ignored. Related Articles Macro Hedge Funds Diverge Sharply Amid Tariff Turbulence Stephen Taub Premium Four Stocks, One Big Bet: Sosin’s Carvana Call Delivers 41% Return Stephen Taub C-PACE: The Rapidly Growing Corner of Real Estate Finance Catching Institutional Attention Sponsored by Nuveen