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Argentina debt crisis. First lets get you to the top stories of the day. Cheers rang out in nepals capitol as rescuers pulled a teenager out alive. He had been trapped since saturday when the eric struck. Meanwhile video of the quake actually happening is out. Here is a portion of it. A socialist from vermont will challenge Hillary Clinton. I believe that in a democracy what elections are about are serious debates over serious issues. Not political gossip not making campaigns into soap operas. This is not the red sox versus the yankees. This is the debate over major issues facing the american people. Hes an independent whoa usually votes with democrats. He could force Hillary Clinton to deal for seriously with the partys left wing or distance herself from it. Catch a big sbeer view on bloomberg. Ted cruss will join our politics. Catch that intersue at 5 00 p. M. Eastern today. Sara is resigning from the new york Federal Reserve. She is head of bank supervision. She will step aside on october 1. Consumer spending ended the First Quarter on a positive note. It rose. 04 in march september. Shoppers spent more. Economist are relying on Household Spending to keep the u. S. Growing after slumps in Business Investment and exports. First time jobless claims fell last week to the lowest level in 15 years. The number 262,000 was smaller than the lowest forecast. Job openings are at a 14 year high. Nasas messenger spacecraft is ending its four year tour with a crash landing. Messenger is expected to slam into mergry in an hour or. So traveling more than 8700 Miles Per Hour creating a crater an estimated 52 feet across. Argentinas economy minister recently spoke at the United Nations calling for new sovereign restruck churing rules. Bloombergs latin america reporter is with jay newman at elliot management. Obviously the saga between argentina and elliot is a long and complicated one. I want to ask about this myth that argentina cant issue bonds until they settle and pay on their defaulted debt from 2001. Last week they were able to sell about a billion and a half bonds to this domestic auction which had International Participation from investors abroad. Will you take the legal steps if you find this is an overseas offering will you take legal steps to stop payments on these bonds like you would other International Bonds . Id like to talk about that transaction. Youve heard of win win transactions this. Is a lose lose lose transaction. It was lose for argentina because they had debt at 9 when neighbors had debt at 5 . Its going to cost them millions of dollars over the life of the bond. Their interest on defaulted bonds, our bonds, Exchange Bonds keep acrewing. There was a loss for duche bank. They do a transaction that is secret theyve no other bank wants to be a part of and the judge and creditors want to know what was going on. It was also a loser for the buyers because they bought arrange tiny bonds and they are fickle about which credit tors they like and dont like. It was a loser for bond holders who took bonds in 2005 and 2010 because they are happy to lose bonds in default and raise money wherever he can scramble together. It was a loser for us because we are not a step closer to any sort of negotiation. What does it mean in terms of your legal ability to block payments on these bonds if you wanted to . Are you going to try to do that . We brought this transaction to the attention of the judge who was extremely interested in finding out what was going on. He granted discovery. That discovery is in process. What i can tell you right now is its pretty interesting. What is the latest . Its pretty interesting, discovery is ongoing. You mentioned being a loser because of this transaction. What leverage have you lost because of their ability to raise money this way. When it comes to you guys sitting at a table, your leverage has been they cant raise money abroad so have you lost something now . Every time argentina has a loophole to exploit, it gives them a false sense of optimism ability their prospects they can forever avoid deeling with their creditors. Thats unrealistic. The injunction thats in place now that has gone through the district court, to the Supreme Court, back and forth is a measure that is designed to make sure they cant pay other bond holders until they pay the dealt from 2001. I think well find the judge quite interested in supporting that injunction. You have mentioned youd be willing to accept bonds as form of payment. Would that mean zero cash payment . The special master issued a statement in february that described just that. Creditors made a proposal to him that he communicated to lawyers for argentina that said that we would luke to sit down and negotiate with no preconditions whatsoever and the structure weve been thinking about doesnt require any up front cash payment by argentina. What about the me toos, the people like you have that have claims or judgments and want a resolution. Argentina said if they are going to settle with one, they are going to settle with all at the same time. What to you envision in terms of coming to an agreement with everybody involved . The idea t that its complex is the latest ruse. Its quite simple. The lawyers representing i would say 98 of the bonds that are in litigation in new york would fit in this small room. And the me toos include not people with pursuing junctions. So its a very small group. Its a cohesive group. Weve thought the resolution would involve solving it for everybody, not just a small group. We welcome me toos because we are the me toos. Bond markets, you look at bopped prices its pretty optimistic. You defaulted bonds trading above par which is interesting. They are pricing in optimism about a quick and easy solution to this probably in the next government assuming somebody comes in that wants to put this behind them. Is in your opinion the market being too complacent about a quick and easy solution . The market has been extremely overoptimistic and remains overoptimistic. If you go back to 2011, the market thought that christina would turn to more orthodox policies and Exchange Controls and price controls, import controls, inflation, overvalued currency. Then we got to june of last year when just after argentina told the Supreme Court that it would certainly abide by any decision the Supreme Court made and it turns out that argentina had no intention of abiding by that promise. The market was optimistic then too. Then between june 18 and the grace period and july when everyone thought they will never default. Theyll reach some resolution and then turns out they chose to default and i do mean chose because they had a choice. In the period after the default until the end of the year, the excuse they used was the roof to clause. Then that expired and the market had tremendous optimism about settlement in the First Quarter. Were in the Second Quarter and there has been no negotiation whatsoever. And the market is telling itself the next administration will surely resolve this. We heard yesterday he said they dont leave problems for future governments because the future government will be us. So you sound a little bearish on this. You asked about overoptimism and i think it dramatically under states the market. Appreciate your time. Up next fallout from the collapse of colleges. Questions being asked about where the Education Department, the u. S. Education department is recommending students go next. Only any care a splire of drugs and Nursing Homes is drawing interest. Lets go to the breaking news desk fft story. Bloomberg news learned omni care trawing interest from cvs and others. They say initial bid are due in may. They help deliver drugs and help Senior Living fasstiss manage scripts. For any of these potential bidders only any care would offer a way to boost earnings. Serve looking for growth in this environment as well. This is their trading. The stock was dropping or had been posting a loss before this headline crossed. Once the headline crossed we popped up and went into a gain of almost 1. Weve given back a little bit of that pop but are still up by 1. 2 decwrofere all this. Is a gain for omni care on the reporting weve done here its drawing interest from the likes of cvs and express scripts. Well keep you up to date on any developments that come along. Now some of the days top stories. The Worlds Largest Energy Company posted its biggest earning surprise in a decade. Exxon was 41 higher than estimates. Meanwhile con coe phillips last more than 200 million in the First Quarter. Still beat the street estimate. Shell drilling helped ease the pain from the collapse in oil prices. Who could be the buyer . Microsoft, oracle and sap have the resources. Has a market evaluation of 49 billion. The company is working with bankers to field takeover offers after it was approached by a potential acquirer. Look at top stories today. Coming up at 2 30 a round table discussion on raise i cant and europe. And a special report on innovative Cancer Treatment Research Using nano robots. Check out the newest edition of Bloomberg Business week. Hits newsstand and your tablet today. On monday 16,000 students of Corinthian Colleges found out school is closed forever. Corinthian college is shutting down all its campuses due to fraud investigations. Its the biggest for profit collapse shut down in u. S. Higher education. What are students options now . Decwran net lauren joins me with more on this fascinating story. My thought was they dont have to pay their Student Loans but some of them may have to. The Education Department put out some lists for these students to consider. Here are lockes of other campuses that have similar programs within 25 miles. Its up to the student do they want to continue with this type of program, if so they have to determine if these campuses would even accept their credits. On the list were some Community Colleges and some for profit colleges that are under other types of investigation. The u. S. Department of education giving them recommendations and some of the colleges they recommend redirect examination other for profit colleges that are also underation for similar things. So they are recommending students choose other institutions that may also get shut down in the not too near future. The list of where they possibly could go. Its up to the students to do their own home work and determine do these Colleges Even have what i want. Weve talked about loan forgiveness in our stories. If the stupets decide not to continue they do have the option to apply for loan forgiveness. Even if they dropped out within 120 days of the school shutting down, they have that option. They have to get in touch with their loan servicer and that is the operation that does the federal loans and would be the first step for them to figure out if they are eligible. These are federally backed loans, we do that so students can get lower Interest Rates and not be saddled with huge enter payments. Because of that the u. S. Department of education said if you keep crour credits you have to pay the loans f. You are willing to forego go all of the credits youve earned you can apply for loan forgiveness. It really depends on what the program is and if they want to continue and can find a place where they can continue. I spoke to one student that had been at one of these colleges for 15 months and things got so bad she decided she doesnt want to do it anymore. In that case she can apply to get her loans forgiven. 16,000 students. 200 million worth of debt that you and i and u. S. Taxpayers are stuck with if all the students decide were out . Thats correct if all 16,000 decided to apply for this. It may not be so easy to apply for it. Were still waiting to see the details of how it works. Many will want to keep the credits they worked so hard for and actually graduate . Right. And the Education Department put out some numbers it was at least 40 of the students were within six months of finishing. What are other schools under the same investigations and how likely is it they will also shut down . Shut down thats a pretty extreme thing. Why did corinthian go that far . They started to unravel last year and last year when the Education Department put them on this heightened management. And it slowed down their access to federal loans. Some of these schools, the for profit schools are 90 reliant on federal aid to operate. So once that happened that really sort of slowed things down for the college and things started to unravel. Then a few weeks ago the Education Department said they were fining the school 30 million and that accelerated things. Other schools may be getting fined and not shut down. There are other options is what you are saying . Yeah. We dont know. For example i. T. T. Is being investigated by the Consumer Financial Protection Bureau over lending practices. They got a wells notice from the securities and exchange commission. It takes a long time for these investigations from states attorney generals to wind things through the system. Well have to wait and see. Very interesting story. You can check it out on bloomberg. Com. If you are using the terminal you can look her up and find all the stories shes written. Were going to bring in our chief europe and middle east economist and our chief asia economist for a discussion on the Global Economy. Stay with us for that on bottom line. Welcome back to bottom line. Thanks for staying with us. I want to get you some of todays top stories. First off the price of crude oil and the close of floor trading. See a gain to almost 60 a barrel for west texas interneed yat. It has not been a bad month, up more than 20 for new york crude. In russia the central bank is cutting Interest Rate more than expected. Lowered the one week auction rate from 14. 5 to 12. 5 and could be more rate cuts if inflation keeps slowing down. Russia is interesting its first recession in six years thanks to western sanctions and the lower oil price. Financials are growing more pessimistic about greece. They are calling a greek exit of the eurozone. They believe greece will leave the euro. 43 say greece will stay in. The country is running out of cash as weve been saying for the last six months. Bloomberg is reporting both sides hope to have a deal by sunday. For more on greece and the Global Economy im joined by my bloomberg colleagues. I want to start with you jamie, it seems every time i read the headlines i have to say greece is about to run out of cash. But its been happening for almost the entire year. When are they really going to run out of money . There are a couple of dates. May 12 is the first. The other date is july 20 and thats when greece will have to pay back the e. C. B. 3. 5 billion youres it borrowed. If they dont pay that back their banking will be shut off from the ecb and they have to make a decision. What day is this . July 20. Thats still a long way off. Youll be hearing it in the headlines for some time to come. They dont seem to be doing any of their home work. They come to negotiations. Sometimes they are ok. Sometimes they are spectacularly bad. But the sense im getting is si pruss never does any of the actual footwork that is necessary to stay involved in these talks. I think the question is whether they do the footwork when there are large disagreements on the table that dont need any numbers. There are concepts that need to be agreed between them. Im vaguely optimistic well get a bit more progress. The shuffle in the negotiating team should take a more savelproach. Even you have to be annoyed, well you especially should be annoyed by the term grexit. Its a horrible cliche. A bubble in the Chinese Investment sector. Its bubbled back up again. Do we see a bubble here while were at serious highs for equities . There has been a huge run up in the equity market in the last few months triggered by speculation about easing by the central bank. And then by actual easing. And sustained really by just vast numbers of Retail Investors pouring thaskically into the masket. A week or so ago the shanghai market crossed the 4,000 threshold. A lot oh of investors saw that as a critical moment so you saw institutional funds heading down to hong kong. Seemed like a turning point. It wasnt. The market continued roaring upwards. One of the greatest pairs of stories ive seen recently is that the Chinese Government is diswading these mainland whales from going to mccould you but they are allowing them to have Retail Investment accounts so thats wru see all the gambling going on in the equity market. For china there is a lot of bad news. Growth is weak. Concerns about the real estate sector, the export sector. The equity market the bright spot in chinas economy. It provides positive mood music. The hope is its going to have more substantial effect. Youll see a wealth effect. Households feel richer. Growth companies can raise finances more easily. That gives the economy a bit of a kick start. We talk about growth in china with high numbers for americans. What is the real growth out look for china minus inflation . So we saw 7 growth in g. D. P. In the First Quarter. Thats what the government says it wants for the year. There are some downward pressure. Real estate is the main contributor to demand in the chinese economy. Were seeing sales contracting. So there is a lot of pessmism there. What are we looking at when you take out inflation . After you take inflation out t its still 7 . Chinas economy thats not bad. Its pretty impressive. The joke about china is theyve slowed from being the Fastest Growing economy in the world to still being the Fastest Growing economy in the world. What a lot of pessimist por get forget chine that is a long way from the lower bind. They have fiscal fire power. So even though there are concerns about downward pressure on growth we can be optimistic that the government has policy space to address them. Back to europe. Im going to tie these two regions together in a moment. But what were talking about disappointing growth i read positive headlines about span irk growth today at 0. 9 . They are still at 24 unemployment. How are these other nongreek southern European Countries doing as far as recovery finally from what seems like the longest recession theyve had in the sentry . Fundamentally there is a lot unemployment is really high. It seems unfair to write all these people off as if they could never be employed. There is lots of scope for growth as you close that gap. All they need is for things not to go bad for a year or two. We had tightened policy when it wasnt needed and austerity. There should be a bitless impedestrian meant to growth. I wanted to ask about western Central Bank Policy and how it affects asia but we have run out of time. Thanks for joining us. After the break well have the thursday latin america report and a live update from mexico city when bottom line returns. Stay with us for that. Toim for todays latin america report. Lets start here in mexico the state owned oil Company Posted quarter loss as a result of low oil prices combined for one of the companys most challenging quarters in recent history. It widend to 6. 5 billion from a 39 billion earlier. Production fell to the lowest flelve 24 years. Now where the volcano started spewing again this morning. It erupted twice last week prompting the evacuation of more than 6,000 people. It erupted for the first time in 42 years. There is heavy rain expected for today and tomorrow. That could turn the ash into rivers of mud. So more evacuations are expected in that region. These are the top stories making the headlines here in the region. Back to new york. Thanks very much. Thats your latin america report for thursday. Still ahead a huge earn action surprise from the Worlds Biggest Oil producer. More on exxons strong First Quarter when bottom line returns. Todays top stories. Bloomberg exclusive. Omni care is drawing enter from potential buyers including express scripts and cvs. Omni care has a market value of 8. 2. Omni care is working with bank of america to explore options including a possible sale. Aston martin secured an investment of over 300 million to fund production of the dbx crowsover. The 102yearold auto maker is among high end brands breaking into the crossover market. The Company Revealed the all wheel dbx last month. I will be speaking with asen martin president tomorrow in a first bloomberg interview. I believe theyll produce that crossover in the states as well. Coming up on bloomberg at 2 55 the markets with a chat with daniel and Manny Pacquiao ahead of his big bout with Floyd Mayweather did i read that right . Is Manny Pacquiao really going to be on . Unbelievable. The worlds top designers and Business Leaders together to discover how design makes the world better, cooler, smarter and more innovative. One of this years presenters tells us about his innovative cancer Research Using unanimous know bots nano bots. I have a lot of emails and i save every one of them from cancer patients. Those people really inspire us. The problems with current Cancer Treatment, the drugs are terrible and they make you sick. The goal is to poison the cancer cells but they potentially poison every cell because they are not targeted. How do we make better drugs to treat cancer safely and effectively so it doesnt disrupt meems lives so much peoples lives so much. Nano technology can sound really scary. So i thought that bringing these two terms together nano and robot. The robot is evock cative. People have an idea of what that might mean but nano is something most people havent thought about much. Nano is a billionth of a meter. Its building things out of particles. Its basically tiny. The patriot toe type we built is simpler than what you might think of as a robot. You start with a box or cage and we wanted something that could open and that requires we take that box and put hinges on it so it can pop open. You can put a drug inside and keep it safe and away from healthy cells until you send them and compute the identity of a cancer cell. For the specific patriot toe type we built, we had a make or break moment where we put our nano robots together with cancer cells and looked at if we could target one type of cell and not another in a test tube and that worked. That was a great moment in the lab. Its first about convincing yourself that its possible. But then the way science works is you dont just convince yourself, you have to convince the rest of the world. Usually there is a 10 to 15 year lead time from something that works really well in the lab to seeing Clinical Trials in patients. So were working as fast as we can. Tomorrow founder and c. E. O. Of little bits will talk about the impact she hopes her company will have on future generations and their relationship with hardware. Exxon posts biggest earning surprise in at least a decade. Alex and our resident oil guru joins us on set to talk about what happened. Its a cool story because were all thinking about the extreme drop in oil prices we had in the First Quarter and they come out and beat. We forget about they are an integrated company. They drill, they move the oil but also refine it. This is where we are seeing bill oil shine. They are making a lot of money on their refining business. The lower oil gets, the cheaper it is to buy the crude and make it in products. Thats a big reason we saw exxon do so well. Overall pumped about 2. 28 million barrels. That was a jump of 6 . B. P. And shell the same thing. What are the problems then for big oil . The problem is you still have to find production and big oil has to run hard to stay in place. Exxon did creep up a little bit but shells fell about 2 . Also will these refining margins stay awesome . Weve seen oil prices rally. If there is not demand you have to store products and eventually the prices may come down sour not making as much because your products are worthless. I havent been able to think about anything other than the fight for the past few days. Have you pacquiao on your program . We do at 4 30. Were going to be talking about this amazing fight coming up this weekend. The biggest fight financially in all of boxing history against mayweather. Its going to be exciting. Going to talk about how is he feeling, what is he doing. This has been a fight six years in the making. They were a lot younger when this fight was first floated. How are they training. What is he going to eat the night before . He has an entrauge of 900 people traveling with him. How much money are these guys going to make . A ton of money. An enormous fight. Mopefully they make enough to shave those goatees. Thanks very much. Quick break. Well be right back with more. Get the latest headlines at the top of the hour. That does it for this edition of bottom line. Bloomberg television is on the markets. Volitility is back while you see it in the bond market this week. It is showing up across Asset Classes. S p 500 falling the most in two weeks. Treasuries represented by the t. L. O. Losses for the fourth day. These swings are creating a new challenge for investors trying to protect their portfolios. Joining me with suggestions on how to ride it all out is manager of global e. T. F. s. Lets start by getting your read on the weakness and selloff in bonds. Is this temporary or start of a new direction . The flows we see seems to be temporary. You have had an impressive run in equities for some time. We have overhang of a lot of geo political events. Have you greece issues and europe. You have had secular trends. Q. E. 3 ended last year in the u. S. I think people need to take a pause. Earnings announcements have come out. Is it a matter of people fleing the u. S. Or other Asset Classes thr ago tractive. We we have seen very strong flows from many different types of client channels into europe but overlaying that have been more volitility in currency. The approach has been let me get european exposure. Let me make sure i manage volitility along the way. You like dividend paying stocks. Do you presume that companies will return cash to shareholders through dividend and buy backs even if the Federal Reserve noves september . I think so. The money is increasing in cap back prompts but we still see the theme and investors being rewarded returning that money to shareholders. Dividends were a popular trend. We saw the pull back to share buy backs. I think that combination were seeing quill lib brum being paid out by companies to pay to shareholders. You seek out low volitility. What qualifies as low volitility in this environment . What we try to do is if you think about u. S. Investors when you look at unprecedented monetary policies, rates are so low. Perhaps irned shift to fixed income should be lifestyle moving but its too risky. By default dividend yields are higher than treasury rates. Im going to stay in equities but let me do it in a less volatile way. In a simple way but a form of risk management. Im over weight equities but managing my risk in a different way. Thank you for swroining us. We should mention as we head into the final hour of trading u. S. Stocks hit their session lows. The dow jones off by 210 points twhile s p 500 losing 24 points. Street smart is up next. Al alix welcome to the most important hour of the session. Stocks around the lows of the session. Smallcap shares really leading the way lower. We are expecting a slew of earnings. We will bring you those numbers as they cross. Manny pacquiao joins me from las vegas to discuss his fight with Floyd Mayweather. You do not want to miss it. Street smart starts now

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