Govt. shutdowns are random noise generators for capital markets, says State Street's Michael Arone
Michael Aron is chief investment strategist at State Street Investment Management. Mike, always appreciate having you on. You know, stocks may be due for whatever, but it doesn't mean they're going to do that, does it.It doesn't, Brian. The foundation for this bull market remains solid. So, trades coming into clearer focus.It's not perfect, but we've avoided the worst outcome. Now, we're throwing a little gasoline on the fire with both fiscal policy and monetary policy. Oh, and by the way, earnings are grow ...