(https://www.cnbc.com/2026/07/17/import-prices-post-surprise-gain-as-costs-of-goods-from-china-hit-highest-since-2008.html) — the first monthly jump in months, driven entirely by goods from China. Energy was the only thing that softened the blow. This is the upstream signal Wall Street hasn't priced into software and healthcare yet. Here's the thing: $MCK posted a net margin last cycle — the lowest among distributors in the universe.

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