State Street chief investment strategist Michael Arone (left).Santa Barbara PhotographyState Street’s chief investment strategist, Michael Arone, says he’s still bullish on the market heading into 2026—just not comfortably so.“I’m uncomfortably bullish,” Arone said last Thursday to a crowded room of wealth managers at the Forbes/SHOOK Top Advisor Summit at the Wynn Las Vegas. “We’re going to get stimulus from the One Big Beautiful Bill—with a big tax refund next season, more rate cuts from the Fed, and cont ...