Looking at today's headlines, the most interesting macro play is sitting in plain sight: Danaher just crushed earnings but the stock is tanking — the biggest drop since 1991. That's not a demand problem. That's a duration repricing event. Here's why: $DHR trades on the expectation of steady mid-single-digit growth in a stable healthcare business. Long-duration cash flows get crushed when rates stay elevated and the yield curve stays flat.

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