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

Recovery in Global Sentiment Towards China To Trigger Global Risk on Rally

Vicky Pollard at the Fed? Steve Bannon in Oxford? What Do They Tell Us About the Dollar in 2019?

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>
Global Liquidity contracted at annualised rate of 8.2% last week</li>
<li>China's PBoC doubling-down on tightening by shrinking balance sheet at annualised minus 15.8%</li>
<li>
Bank of Japan same tightening message</li>
<li>Conclusion: this could be a bear market rally</li>
</ul>



Global Liquidity contracted at annualised rate of 8.2% last week
China's PBoC doubling-down on tightening by shrinking balance sheet at annualised minus 15.8%

Bank of Japan same tightening message
Conclusion: this could be a bear market rally


China Delivers A Chill Warning As World Central Banks Continue The Freeze

USD

China Delivers A Chill Warning As World Central Banks Continue The Freeze