About this episode

Denise Chisholm uses data to challenge late-cycle fears in the market.

Is the market overheating or catching up? Denise Chisholm uses data to challenge late-cycle fears, showing why strong earnings, muted inflation risks, and persistent skepticism may signal more runway ahead. Recorded on June 23, 2026. View transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/561/742/Denise_Monthly_Market_Insights_Podcast_Vodcast_JUNE_2026.pdf

People in this episode

Guest: Denise Chisholm

Topics covered

• market analysis
• late cycle
• earnings
• inflation
• skepticism

Keywords

• market overheating
• late cycle myth
• strong earnings
• muted inflation
• skepticism

Mentioned in this episode

Organizations: Fidelity Investments

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