China's intention to reunify Taiwan, global easing cycle, balanced portfolio approach, Apple's expanding margins, Houthi attacks on Red Sea shipping vessels, consequences of new bank capital rules, geopolitical situation in the Red Sea

Wells Fargo's Christopher Harvey bullish on S&P 500 target. T. Rowe Price's Blerina Uruci discusses US GDP and jobless claims. Michael Hirson talks politics around Secretary Blinken's China visit.

Jean Boivin of BlackRock Investment Institute is bullish on risk assets, Becky Frankowitz discusses US labor market resiliency, Michael Hirson breaks down Treasury Secretary Yellen's China visit. Topics include economic regime shift, trade challenges with China, daily market updates, labor market dynamics, post-pandemic recovery, and immigration impacts on job market.