cosimo ladu won't be there, but he says he'll keep up to speed with how it goes.eur runs a cafÉ and four little hotels on the island. but he's very worried. first came covid, and now exploding energy prices. and he's disappointed by politicians. >> every administration lets us entrepreneurs down. both left and right. we need a long-term plan not just year-long campaigns. >> meloni's agenda is relatively vague overall, and her party has refused to play a part in any administration so far. but that might prove to be an asset. because many italians want to see new faces in the cabinet. like mercedes usai. she complains it's getting harder and harder to make an honest living in italy. >> i work for a private cleaning company in the cagliari courthouse. but i'm also a substitute teacher at an elementary school. >> so you need two jobs to make ends meet? >> just to survive. to survive. >> it remains a mystery what exactly giorgia meloni has in mind. does she really intend to renounce her party's post-fascist heritage? we try to ask her: >> ms. meloni, are you going to r

joining us now, christian ladue, the director of fein-depths at p trust. i'm just wondering in terms of the timing of getting into cyclicals how early do you want to be when early often in the investing world means wrong. >> really, your timing should be centered around the fed. and gaming the fed is kind of a silly word around that, but we're trying to figure out, what are the metrics that the fed will be looking at in the next three months, that will tell you when the rate cycle is going to come to an end >> and wald -- i mean, i would assume that one would be employment, and there's growing thinking that we'll have to see that unemployment rate up to 5% before we can even entertain the idea of a fed pivot, which would ill be, i would imagine, a signal to you to start getting into cyclicals is that what you're waiting for? >> absolutely. that's exactly what we're looking for. those kind of data points on the labor market, but on some of the key inflation metrics. when you look at the zil low data on rents and housing, it's already starting to come down.

cosimo ladu won't be there, but he says he'll keep up to speed with how it goes. the sardinian entrepreneur runs a cafÉ and four little hotels on the island. but he's very worried. first came covid, and now exploding energy prices. and he's disappointed by politicians. >> every administration lets us entrepreneurs down. both left and right. we need a long-term plan not just year-long campaigns. >> meloni's agenda is relatively vague overall, and her party has refused to play a part in any administration so far. but that might prove to be an asset. because many italians want to see new faces in the cabinet. like mercedes usai. she complains it's getting harder and harder to make an honest living in italy. >> i work for a private cleaning company in the cagliari courthouse. but i'm also a substitute teacher at an elementary school. >> so you need two jobs to make ends meet? >> just to survive. to survive. >> it remains a mystery what exactly giorgia meloni has in mind. does she really intend to renounce her party's post-fascist heritage? we try to ask her: >> ms. me

will be more difficult and the address does not even particularly claim to leave the group, that is, ladussed all the rounds of qualification, miraculously ended up in this tournament, the conference league, well liechtenstein is all said and done. liechtenstein is a country that is represented in the league of conferences and dnipro-1. yes, that is, there are completely different weight categories here, after all, we saw that in the game , the team looked, well, against the background of the dnipro. -1 again , thanks to the coach, thanks to the preparation, thanks to the good analysis, it looked largely equal and the match that ended happened to a large extent, it was a fair result. and this is actually the second table of the swiss division on the screen, look where vadus is just the last place and how many of our friends are there let's put it this way in quotes, it's tun bilenzonok samex - these are all the teams that insulted our giants. well, yes. unfortunately, we lose all the vados. well, we lose. we play nothing, but we perceive as a defeat the team that is behind in the second sw