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 Seligman Maintains Big Tesla Short Stephen Taub Macro Hedge Funds Diverge Sharply Amid Tariff Turbulence Stephen Taub Higher Taxes Could Reshape How Endowments and Foundations Think about Almost Everything Sponsored by Fidelity Investments