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Extent of losses on Greek bonds to determine damage to European banks.
Move to increase bank capital could produce credit crunch.
B of A chief strategist says "It's D.C. that keeps me up at night," at Treasury & Risk's annual conference.
Commodities undergo rout amid concerns about slower growth.
European policy makers may force banks to boost Tier 1 capital.
Financial institutions try to limit the size of their losses on Greek bonds.