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

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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>
Chinese Liquidity is set to loosen further in 2021, following a 13% jump in 2020</li>
<li>
PBoC Liquidity injections already appear to be ramping higher, possibly to help stabilize the Yuan</li>
<li>
China’s economic model has a thirst for debt, because it depends less on the consumer</li>
<li>More liquidity will underpin China’s markets and help further boost World commodity prices
</li>
</ul>



Chinese Liquidity is set to loosen further in 2021, following a 13% jump in 2020

PBoC Liquidity injections already appear to be ramping higher, possibly to help stabilize the Yuan

China’s economic model has a thirst for debt, because it depends less on the consumer
More liquidity will underpin China’s markets and help further boost World commodity prices



Shanghai Stock Exchange Composite Index (SHCOMP INDEX)

Chinese Liquidity in 2021 –More Easing Ahead?