Australiabon

Rick Rieder, BlackRock's CIO of global fixed income, says US equities are not in a bubble because of capital expenditures and earnings growth on "Bloomberg Open Interest."

Jeffrey Sherman, DoubleLine's deputy CIO and lead portfolio manager for multi-sector and derivative strategies, discusses the current state of the financial markets. Sherman also comments on the recent wave of big tech earnings and anticipates the potential impact of upcoming Nvidia results. He speaks on "Bloomberg The Close."

Fabio Bassi, head of cross-asset strategy at JPMorgan, discusses market sentiment as global equities rose on optimism that the US and Iran were nearing a deal. "The AI upstream theme is a critical diver of the dynamic of the equity market," Bassi tells Bloomberg Television. He adds that despite the oil supply shock in response to the situation in the Middle East, the message from earnings is still "positive."

Guggenheim Investments President Dina DiLorenzo says the firm is working to launch a nontraded business development company, calling private credit an "important" asset class. She speaks at the Milken Institute Global Conference in Beverly Hills, California.

The US Treasury anticipates keeping nominal note and bond sale sizes unchanged "for at least the next several quarters," the department said in a quarterly statement on debt policy Wednesday. Michael McKee reports on Bloomberg Television.

Sam Lynton-Brown, head of global macro strategy at BNP Paribas Markets 360, discusses the economic situation in the United Kingdom. Speaking on Bloomberg Television, he says BNP is not expecting UK long-term borrowing costs to go higher following the yield on 30-year gilts' jump to 5.78% earlier in the week. "We think that's actually one of the DM bond markets that should be a little bit more insulated given how cheap valuations already are," Lynton-Brown says.

Rick Rieder, BlackRock global fixed income chief investment officer, talks about how the Federal Reserve could operate under Kevin Warsh, managing geopolitical risk and the future of the yield curve. He speaks to Bloomberg Television at the Milken Global Conference.

Alan Schwartz, executive chair of Guggenheim Partners, discusses surging US power demand from electrification and AI, arguing data centers and hyperscalers should be seen as partners in lowering long term electricity costs. Speaking at the Milken Institute Global Conference in Beverly Hills, California, Schwartz also addresses the recent concerns about the private credit market.

Steven Mnuchin, founder of Liberty Strategic Capital and former US Treasury Secretary, says he supports the proposal released by the Securities and Exchange Commission that will allow US companies to choose to report earnings semiannually. Speaking at the Milken Institute Global Conference in Beverly Hills, California, Mnuchin also comments on the economic impact of AI, the conflict in Iran, the federal budget deficit and Federal Reserve monetary policy.

Pimco President Christian Stracke discusses the firm's expansion of its international business. Speaking at the Milken Institute Global Conference in Beverly Hills, California, Stracke says international clients are seeking to diversify away from US markets amid geopolitical shifts.