Market will rally despite lofty valuations, says State Street's Michael Arone

Michael Arrone is chief investment strategist at State Street Investment Management. They have a cool 5 trillion in assets under management. Why, Michael, is nothing stopping this market.So, I think there's a few things. Certainly, you're going to see improvement on trade. So, more trade deals keep getting announced.I think USMCA will be negotiated later this year. And Canada and Mexico are in great shape on trade deals. So, that's improving.you get a free cash flow uh windfall from the one big beautiful bi ...