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

EM Forex Risks Drop, Or Why Turkey Is The Turkey

Asian Investors’ Risk Appetite Index Sees A Bear Market Collapse – No Buy Signal Yet...

China Crushed By US Trade Spat – Are The Markets Warning That The News Will Get Worse?

The Crypto Currency Crash Is A Big Warning

Fewer US Interest Rate Hikes Ahead? Economy Pointing Down, Bond Prices Could Soon Rally

Global Liquidity Is Skidding: Why and What Will It Mean?

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.


FX & Rates

<ul>
<li>Latest data through late-September show skidding Global Liquidity</li>
<li>Global Liquidity falling at fastest pace since 2008 GFC</li>
<li>Asia likely to lead new cycle upwards in 2019, but no signs yet</li>
<li>Watch out for more volatility, steepening yield curves and signs of economic slowdown</li>
</ul>


Latest data through late-September show skidding Global Liquidity
Global Liquidity falling at fastest pace since 2008 GFC
Asia likely to lead new cycle upwards in 2019, but no signs yet
Watch out for more volatility, steepening yield curves and signs of economic slowdown


Asian Central Banks Slow Liquidity Injections: Global Liquidity Slumps At Fastest Rate Since 2008

USD

Asian Central Banks Slow Liquidity Injections: Global Liquidity Slumps At Fastest Rate Since 2008