Citi analysts see storm clouds gathering over the U.S. economy. The bank pegs a 62% chance the global economy slips into an overheated state within three months. High growth paired with sticky inflation. That’s the risk. And it’s fueled by the Iran war’s jolt to energy prices. Inflation hit 3.3% yearly in March. Energy costs led the charge. Oil prices soared amid conflict. This shift ends the Goldilocks era—robust expansion with tame prices. Now, price and earnings momentum face headwinds. Upside? Only from fresh supply shocks, say the analysts in a note to clients, as reported by Business Insider . Markets show early signs. Investors flee defensive stocks. Rotation underway. But uncertainty looms large. Ceasefire durability? Inflation path? Both murky. Factor Performance in the Heat Quality stocks top Citi’s list. Companies with strong balance sheets and steady earnings. They shine amid doubt.…