still with us is andrew goldberg. andrew, thank you for sticking around. beginning of the show, we were talking about where you saw the most opportunity. you set you merge in the markets. -- you said the emerging markets. there is still a lot of risk. >> there is risk. they keeping with the monetary policy is a lot of hubbub and much ado about whether the bank of england will remain in their credibility because they have shifted gears on what they are watching with forward guidance. it is all about unemployment rate and now it is not. now it is spare capacity. the key thing to look is for short-term interest rate which remains a very anchored over the last year. theyield moved but not in short. obsessingorried about over the credibility of marco carney. -- mark carney. >> you also have the housing bubble. you are not sure what you are looking at. but we are neutral on u.k. equities. they have come a long way. the u.k. economy is looking good. pmi is in the right direction. lending whenip out it comes to housing. if you look across the rest of the u.k., pri

goldbergs" is here tonight jeff garlin. but first, a crisis brewing right here in new york. it began last week with remarks from governor andrew cuomo. >> it's the republican party in this state a moderate party or an extremely conservative party? who are they? are these they extreme conservatives who are right to life, pro-assault weapon, anti-gay? is that what they are -- who they are? [laughter] >> jon: i didn't know there were that many sill liables -- sill -- sylallsble circumstances in gay. either he is spending way too much time with senator schumer or he is my grandmother. who are they, gaaaay? >> if that's who they are, if they are the extreme conservatives they have no place in the state of new york. >> jon: whoa. that's a little rough. cuomo wasadvising new york's republican party to clarify the identity to stay viable in this left leaning state but it accidentally came out as (bleep) (bleep), (bleep) (bleep). [ laughter ] not he's best moment. as we know minority groups in new york can be very sensitive. one type of new york are not in particular. >> -- minority in particular. >> no place in the state of new york.