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

Recession Watch: Asian Trade Set To Collapse? Markets Need China Easing Or Still Weaker Currencies

Post-G20, The US Dollar Is Armed And Pointed At Europe For 2019. Could Capital Flows Be The Trigger?

Post G20 Fade Playbook with Best Short and Longs

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

The Bear Roars: First Global Liquidity Slumps, Now World Investors’ Risk Appetite Skids Lower

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>China, Hong Kong and Singapore Investors' Risk Appetite readings slump following tariff war</li>
<li>
Singapore especially badly hit and suggests regional trade could skid</li>
<li>'trade dependent' Chinese GDP may be hit badly when tariffs start to bite</li>
<li>Pressure on China to ease fiscal and monetary policies</li>
<li>Not yet time to 'buy' regional risk assets. Stay away</li>
</ul>


China, Hong Kong and Singapore Investors' Risk Appetite readings slump following tariff war

Singapore especially badly hit and suggests regional trade could skid
'trade dependent' Chinese GDP may be hit badly when tariffs start to bite
Pressure on China to ease fiscal and monetary policies
Not yet time to 'buy' regional risk assets. Stay away


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