News: 2014-02-27

Note: Today's commentary will appear later and will not be attached to today's newsletter but will go out with Friday's newsletter. See the last two day's commentary on my ten surprises for 2014.

North America
Debating Geithner’s Appearances in 2008 Transcripts - Real Time Economics - WSJ
Banks Averting Bond Losses With Accounting Twist: Credit Markets - Bloomberg
"The largest U.S. lenders are moving assets into the “held-to-maturity” column of their books instead of designating them as “...


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