INTERVIEWS
Step into the world of macroeconomic thought leadership with in-depth conversations featuring Juliette Declercq, the visionary founder of JDI Research, and other prominent figures from the global market landscape.
These interviews peel back the curtain on the strategies, thought processes, and unique perspectives that drive our research and shape successful market navigation.
Whether you're a seasoned investor or exploring the market for the first time, these interviews will equip you with invaluable insights and the confidence needed to tackle global market complexities head-on.
Dive in and experience the power of knowledge at the forefront of macroeconomic thinking.
Our latest insights
JDI Research’s latest high-conviction calls—and why consensus may be sleepwalking into the wrong risks.
Here’s a preview of what was discussed:
-
Stagflation isn’t the real threat – fading demand is likely to kill inflation faster than markets expect, forcing the Fed’s hand.
-
Trump 2.0 and the dollar paradox – policy chaos is weakening the USD alongside growth, with major implications for global liquidity.
-
US vs global equities – Europe offers near-term opportunity, while US exceptionalism remains intact over the longer run.