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

Is There An Asian Financial Cycle? Look How Chinese Banks Stocks Are Breaking Higher

Wonkish Comments On The Bond Panic – Liquidity & Capital Flows Warn Asian Investors To Monitor Risks

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

Most analysts would agree that US shadow banking and its associated leverage and inadequate regulation lay at the heart of the World’s financial problems in 2008 and that distress in the sub-prime mortgage market ultimately triggered the Global Financial Crisis (GFC). But we suggest here that there may be another explanation that closely involves China? This is NOT in any way to suggest that China caused the GFC. Rather it says that we always need to take a broad, global view and to understand…

Most analysts would agree that US shadow banking and its associated leverage and inadequate regulation lay at the heart of the World’s financial problems in 2008 and that distress in the sub-prime mortgage market ultimately triggered the Global Financial Crisis (GFC). But we suggest here that there may be another explanation that closely involves China? This is NOT in any way to suggest that China caused the GFC. Rather it says that we always need to take a broad, global view and to understand…

Did China Really Cause the 2008 Global Financial Crisis?