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

Trade War/ Economy/ Taiwan/ Human Rights/ Virus

Fed Aims to Fight Low Inflation Syndrome, but Foreign Central Banks Face Worse With Lower Ammunition

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.


Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>China’s PBoC undertakes huge liquidity boost to counteract economic effects of virus scare</li>
<li>Size equivalent to half of entire huge US stimulus from early September, but in one single day</li>
<li>Chinese reserve money now growing at near-30% annualised clip
</li>
<li>This matters since China now represents 28% of Global Liquidity, compared to 6% in year 2000</li>
</ul>


China’s PBoC undertakes huge liquidity boost to counteract economic effects of virus scare
Size equivalent to half of entire huge US stimulus from early September, but in one single day
Chinese reserve money now growing at near-30% annualised clip

This matters since China now represents 28% of Global Liquidity, compared to 6% in year 2000


China Hits Warp Speed …Risk On Again?