JDI Research
Where Clarity Fuels Conviction
and
Expertise Drives Success
Our November Report: Apocalypse never?
...How long can wealth gains keep disaster at bay?
This month’s Roadmap dives into the three big wildcards as we race towards 2026: a labour market quietly sliding toward a severance shock, a consumption boom running on AI-fuelled fantasy gains, and a hyperscaler AI race that’s burning cash faster than it anyone can build a monopoly – with real consequences for jobs, inflation and yields. Add a Europe that’s quietly out-executing everyone, and the consensus narrative starts to wobble. If you want the real inflection points – and the trades they trigger – they’re in the this report.
ABOUT JDI RESEARCH
Founded by Juliette Declercq in 2016, JDI Research has quickly become the trusted partner for risk-savvy investors looking to stay ahead of the curve.
Our independent macro research provides unparalleled insights that empower you to make confident, informed decisions in a fast-changing market.
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