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

Buy or Sell/Europe/Trade War/Huawei/Financial Services

Beyond Trump: How Markets Will Reglobalize China's Trade

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Why a Shrinking Fed Balance Sheet Will Inevitably Lead to Recession in 2018

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>
Global Liquidity bottoming out, but Central Banks not yet easing</li>
<li>
US Fed only withdrew $30bn in Q1, versus $350 bn in Q4</li>
<li>
PBoC still tightening through OMOs</li>
<li>
ECB  on 'pause'</li>
<li>
QE4 is coming in 2019, but no evidence it has started yet</li>
</ul>



Global Liquidity bottoming out, but Central Banks not yet easing

US Fed only withdrew $30bn in Q1, versus $350 bn in Q4

PBoC still tightening through OMOs

ECB  on 'pause'

QE4 is coming in 2019, but no evidence it has started yet


Bull Or Bear? Latest Global Liquidity Readings