Terry Haines, Evercore ISI's senior political strategist, says James Comey is under obligation to say everything he knows, but could save some comments for a closed session. Prior to that, William Gavin, the former assistant director of the FBI, says Trump understands he must have a competent and capable U.S. law agency. Praveen Korapaty, Credit Suisse's head of global interest rate strategy, says both the Fed and the ECB have inflation problems. Gabriel Stein, 4CAST-RGE's developed-market research team head, says the Bundesbank is confused yet happy about the ECB's one hawkish move. Finally, Greg Valliere, Horizon Investments' chief global strategist, and Bloomberg's Marty Schenker discuss the Comey testimony.