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Sterling Digest, April 11, 2012: central bank fodder

Central bank balance sheets versus the SP500
Central banks at work

The 2 most active central banks last year are still drawing lots of attention from market participants. Both the BoJ and SNB are major threats of more intervention in the forex markets in 2012. Personally, I am not a fan of trading directly with or against central banks so I stay away from CHF or JPY pairs. However, as so aptly put in Credit Writedowns (below), even investors without CHF exposure should still follow this story. With so much central bank rhetoric, when will the market finally take notice?

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