Skip to main content
Currently being edited in London

Daily inbox intelligence from Monocle

  • Business
  • Episode 603
  • 27 Apr 2026
  • 15 min

The disconnect between geopolitics and markets 

Credit: Fadel Senna/AFP via Getty Images

Sponsored by UBS Logo

  • The Bulletin with UBS
  • Business
  • Episode 603
  • 15 min

Massimiliano Castelli, head of global sovereign markets strategy and advice in UBS Asset Management, explains the disconnect between record-high US equity markets and the ongoing Middle East conflict and rising energy prices.

Host
  • Tom Edwards
Contributor
  • Mariella Bevan

Monocle Cart

You currently have no items in your cart.
  • Subtotal:
  • Discount:
  • Shipping:
  • Total:
Checkout

Shipping will be calculated at checkout.

For orders shipping to the United States, please refer to our FAQs for information on import duties and regulations

All orders placed outside of the EU that exceed €1,000 in value require customs documentation. Please allow up to two additional business days for these orders to be dispatched.

Not ready to checkout? Continue Shopping