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

Boris Johnson on Course to a Landslide that Will Enable Him to Deliver Brexit on Schedule

Sterling Fallout Support Levels and Hard Scenario

Boris Johnson Delivers a Thatcherite Tory Landslide: Great for GBP, but the UK Is Over

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.


Macroeconomics

<ul>
<li>UK monetary policy far too tight. New BoE Governor Bailey needs to ease</li>
<li>
<em>CrossBorder Capital</em> UK Liquidity Index only 23.6 ('normal' range 0-100)</li>
<li>Bank of England guilty for around one-third of the liquidity drop</li>
<li>Yet foreigners are choosing to invest in Brexit Britain</li>
<li>Liquidity has strong leading impact on UK GDP 12m forward</li>
</ul>


UK monetary policy far too tight. New BoE Governor Bailey needs to ease

CrossBorder Capital UK Liquidity Index only 23.6 ('normal' range 0-100)
Bank of England guilty for around one-third of the liquidity drop
Yet foreigners are choosing to invest in Brexit Britain
Liquidity has strong leading impact on UK GDP 12m forward


Agenda For The New Bank of England Governor… Ease and Quickly