Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

CrossBorder Capital an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Our proprietary databases (available to clients) cover 80 countries in depth from 1980 onwards. We take a systematic quantitative methodology that uses this data with AI models to predict financial market movements. The efficacy of our data has been independently verified, and we have an associated but separate asset management division.

Cross-Asset Liquidity Strategist

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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

Multiple Countries / Cross Asset Strategy

<ul>
<li>Global Liquidity likely to hit US$176 trillion in 2022, or over 175% of World GDP </li>
<li>Smallest increase (+3% or US$5 trillion) since 2018. Central Bank balance sheets increase modestly to US$32.7 trillion as tapering bites</li>
<li>Faltering Liquidity will be a major headwind for risk assets in 2022</li>
</ul>


Global Liquidity likely to hit US$176 trillion in 2022, or over 175% of World GDP 
Smallest increase (+3% or US$5 trillion) since 2018. Central Bank balance sheets increase modestly to US$32.7 trillion as tapering bites
Faltering Liquidity will be a major headwind for risk assets in 2022


A Equity Sell-Off? Prospects For Global Liquidity in 2022