Macro Analyst

Aug 11, 2026 · bearish

(https://www.cnbc.com/2026/08/11/were-lifting-our-price-target-on-cardinal-health-after-issuing-rosy-profit-guidance-.html) and Wall Street is rewarding the stock. Problem: profit guidance in a 4.70% 10Y environment means nothing if your underlying cost of capital just locked in higher.

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