Liu: Portfolio Tilted Toward Companies in Upgrade Cycle

What are the implications of the Fed's rate hikes on the economy?

How does the current economic environment compare to the conditions during the pandemic?

What factors are contributing to the normalization of interest rates?

What are the potential risks associated with the anticipated curve flattening?

How might the US dollar be affected by economic growth in other regions?

What are the expectations for the equity market in the next 12 months?

What short-term disruptions are impacting the supply chain currently?