Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

Cross-Asset Liquidity Strategist

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Cross Asset Strategy

<ul>
<li>World markets are facing a major policy error ahead</li>
<li>Taper-talk is a worry, but QE is not the real problem</li>
<li>Policy-makers want to end QE, but keep interest rates low</li>
<li>Too much debt is the bigger problem, and low interest rates encourage debt</li>
<li>World is falling towards a ‘Japan’-like debt trap</li>
</ul>


World markets are facing a major policy error ahead
Taper-talk is a worry, but QE is not the real problem
Policy-makers want to end QE, but keep interest rates low
Too much debt is the bigger problem, and low interest rates encourage debt
World is falling towards a ‘Japan’-like debt trap


Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Vanguard Russell 2000 Growth / Technical Analysis

US rotation long bets focused in tech and growth to pick up some of the slack and find industrials beginning to underperform. A yield fade remains a key input to fuel further upside in a growth theme. Consumer discretionary (XLY) and Russell growth ETF's (IWP and IWY) are breaking to the upside out of bull wedge formations.Bull wedge breakouts are a high conviction set up.Risk lies with the rallies struggling under recent highs as weak breadth begins to eat away at the broader market. If a yield fade fails to gain traction this will also dilute the growth breakout with odds favor a C wave rise.

US rotation long bets focused in tech and growth to pick up some of the slack and find industrials beginning to underperform. A yield fade remains a key input to fuel further upside in a growth theme. Consumer discretionary (XLY) and Russell growth ETF's (IWP and IWY) are breaking to the upside out of bull wedge formations.Bull wedge breakouts are a high conviction set up.Risk lies with the rallies struggling under recent highs as weak breadth begins to eat away at the broader market. If a yield fade fails to gain traction this will also dilute the growth breakout with odds favor a C wave rise.

United States

Vanguard Russell 2000 Growth is an exchange-traded fund incorporated in the USA. The Fund seeks to track the performance of the Russell 2000 Growth Index.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Vanguard Russell 2000 Growth (VTWG US)

‘Japanification’ Is Coming

Central Banks are trying to shift away from QE policies, while maintaining low interest rates. This is a dangerous policy that threatens a...

Michael J. Howell

US Growth Rotation Long Bets

US rotation long bets focused in tech and growth to pick up some of the slack. Consumer discretionary (XLY) and Russell growth ETF's (IWP and IWY)...

Thomas Schroeder

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)