The economic landscape heading into the year presents a critical juncture for portfolio strategists. While robust GDP growth signals market resilience, it simultaneously carries the seed of its own challenge: an overheating risk that could reignite inflationary pressures. This tug-of-war between growth strength and price stability demands careful positioning. For institutional investors and traders tracking macro trends, the inflation dynamic remains front-and-center. A resurgence in price pressures wouldn't just reshape traditional markets—it would fundamentally alter how capital flows into alternative assets. The question isn't whether the economy is performing well; it clearly is. The real challenge lies in managing the secondary effects of that very success.