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

Chinese Monetary Policy Is Loose And It Is Unlikely To 'Tighten' in 2018

Update on the Bear -- Too Much Capital Concentration

Is There An Asian Financial Cycle? Look How Chinese Banks Stocks Are Breaking Higher

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

MSCI AC Asia ex Japan Index (MXASJ INDEX)

<p>Balance sheet data (see attached chart on PBoC balance sheet) show just how much the PBoC is easing monetary policy. On top, other  regional Central Banks are monetizing the steady flow of cross-border capital now quitting the US. Asia's liquidity cycle bottoming in early 2016, largely coincident with the beginning of China's policy change.</p><p>The upswing now looks much like a typical Asian cycle, in all respects except one: a strong Yen is not yet casting its usual shadow over the region. The…</p>

Balance sheet data (see attached chart on PBoC balance sheet) show just how much the PBoC is easing monetary policy. On top, other  regional Central Banks are monetizing the steady flow of cross-border capital now quitting the US. Asia's liquidity cycle bottoming in early 2016, largely coincident with the beginning of China's policy change.The upswing now looks much like a typical Asian cycle, in all respects except one: a strong Yen is not yet casting its usual shadow over the region. The…

Asian Money Dominated By China