★Fourth-quarter U.S. GDP up just 1.4%, badly missing estimate; inflation firms at 3%

"The significant GDP miss, coupled with persistent core inflation, signals a disinflationary growth slowdown, challenging market expectations for a soft landing. This divergence could trigger a reassessment of Fed policy trajectory, impacting yield curve positioning and sector rotations as capital flows reprice growth-sensitive assets and duration. Such an environment elevates credit risk in cyclical sectors while favoring defensive strategies and quality fixed income."