Michael Cloherty, UBS Head of U.S. Rates Strategy, says there's not much of a hedge benefit from Treasuries at current levels. David Riley, BlueBay Asset Management Chief Investment Strategist, sees more upside potential in the U.S. Julie Norman, University College London Political Science Professor, says this is a vulnerable moment for the United States. Brett Ryan, Deutsche Bank Senior U.S. Economist, warns a lack of fiscal stimulus could delay the economic recovery.