We are not experts or certified professionals. But we have made it our goal to finally decode the hidden analytical methods behind markets and macroeconomics and translate them into plain language. We genuinely want to help people understand how the economy works and how financial markets are connected to it — including credit markets, bond markets, money markets, and equity markets. Our primary focus is on stocks as real assets. They are neither commodities nor some kind of virtual instrument. Although stocks are often seen as volatile assets, they are in fact closely connected to factors such as electricity prices, oil prices, and many others. The reverse, however, does not necessarily apply. Oil or electricity prices, as commodities, are not driven by stock prices, while stocks can be influenced by these commodities through various transmission mechanisms.

Gleneas is an independent analytical group focused on understanding long-term movements in the economy and financial markets. We do not focus on short-term forecasts or quick market opinions. Instead, we look for deeper relationships and patterns that repeat over time.

In our work, we combine macroeconomic thinking, statistics, and modern analytical methods to better identify changes in market regimes, transitions between them, and situations in which risk begins to build within the system. Our goal is not to “guess” what will happen tomorrow, but to understand which phase the market is currently in and where it has a natural tendency to move next.

The result is not a collection of subjective opinions about how we would like reality to look, but a structured view of uncertainty, probability, and market behavior over longer time horizons. Our analyses are intended for people who want to understand the market, rather than simply watch it — and who prefer data, methodology, and transparency over simple narratives.