Overallotment: March 19

• Tearing up monetary policy rulebooks in Eastern Europe (Bloomberg)
• The noose tightens: BofA was involved in Merrill's writedowns (FT)
• Leon Black says the commercial real estate black hole will cost $2 trillion. (FT)
• ...While his Apollo wants to equitize its Charter bonds and control the bankrupt cableco (WSJ)
• First round in the Chinese trade war fired (Bloomberg)
• AIG sues US for $306 million tax return, wants even more money from its owner (NYT)