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

Economy/Trade War/EU & PRC/Debts/Hukou Change

What Is the Path for the RMB Going Forward?

KVP'S MACRO TAKE: NFP COULD SPELL MORE PAIN FOR USD, MEANWHILE WATCH THE RBA CUT ON TUE APR 7

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>
Asian Liquidity Cycle starting to rebound</li>
<li>
Cross-border flows into Asia have jumped higher, underscoring renewed confidence of international capital and led by flows into Japan, Korea, Taiwan, Vietnam and China.
</li>
<li>No easing yet from China’s Peoples’ Bank (PBoC)</li>
<li>
Bank of Japan following ‘QE4’ initiative of other DM Central Banks</li>
</ul>



Asian Liquidity Cycle starting to rebound

Cross-border flows into Asia have jumped higher, underscoring renewed confidence of international capital and led by flows into Japan, Korea, Taiwan, Vietnam and China.

No easing yet from China’s Peoples’ Bank (PBoC)

Bank of Japan following ‘QE4’ initiative of other DM Central Banks


MSCI AC Asia ex Japan Index (MXASJ INDEX)

Asian Liquidity Inflows Enjoy Strong Rise