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

Smartkarma Webinar | Trade Deal Phase 1, 2, 3 and Beyond

Shanghai/​​​Shenzhen Connect Flows: $3bn Inflows Ahead of Phase 1 Trade Deal

Shanghai/​​​Shenzhen Connect Flows: $4.5bn Inflows Led by BOE, Vanke, Ping An

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

Multiple Countries / Cross Asset Strategy

<ul>
<li>
People's Bank (PBoC) injects US$100 billion into markets in December</li>
<li>Is this a new Shanghai Accord with America after the US-China preliminary trade agreement?</li>
<li>Biggest PBoC net injections since October 2017 and bullish for Emerging Markets
</li>
<li>Longer-term look for a digital Yuan, off-shore Euroyuan markets, more Chinese bond sales and a Yuan trade credit market</li>
</ul>



People's Bank (PBoC) injects US$100 billion into markets in December
Is this a new Shanghai Accord with America after the US-China preliminary trade agreement?
Biggest PBoC net injections since October 2017 and bullish for Emerging Markets

Longer-term look for a digital Yuan, off-shore Euroyuan markets, more Chinese bond sales and a Yuan trade credit market


Shanghai Stock Exchange Composite Index (SHCOMP INDEX)

A New Shanghai Accord? … Is The PBoC Finally Easing?