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

Insurance Rate Cut Will Not Reduce Political Pressure on the Fed Nor Weaken the Dollar

Monthly Geopolitical Comment: President Trump Attempts to Weaponise Monetary Policy

Fed Policy Certainty: Investors and President Trump Make Impossible Demands

US-China Trade Fallout Infects Overly-Complacent Financial Markets

Dollar's Fuel and Struggle in Asia - These Are the Currencies to Short into the Next USD Push

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>Structural capital inflows into US assets, underpinned by global ‘safe asset’ shortage</li>
<li>Potentially up to 10% appreciation of US dollar DXY</li>
<li>EM currencies lower </li>
<li>China unlikely to ’dump’ US assets, but may halt new money purchases</li>
</ul>


Structural capital inflows into US assets, underpinned by global ‘safe asset’ shortage
Potentially up to 10% appreciation of US dollar DXY
EM currencies lower 
China unlikely to ’dump’ US assets, but may halt new money purchases


Could China Dump Its Dollars In Some ‘Trade’ Retaliation? Or Will US Dollar Strength Continue?

Dollar Index

Could China Dump Its Dollars In Some ‘Trade’ Retaliation? Or Will US Dollar Strength Continue?