In the following video, Motley Fool senior technology analyst Eric Bleeker discusses how broad economic trends should not be overlooked by tech investors, and highlights one metric from Cisco's (CSCO 1.69%) earnings report yesterday, that he saw as a potential bellwether for the tech industry as a whole. Cisco reported that its product revenue was up 9% in the United States, while its product revenue in China fell 4%. Eric tells us what this trend could mean on a larger scale for the tech industry as a whole, and what investors should do about it.