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

U.S. Dollar Breaking Down; Gold Breaking Out

Dollar Tests Highs as Global Risk Aversion Remains Elevated

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>Gold prices have broken out higher, but unusually this cannot be explained by the US Fed</li>
<li>China is a <em>de facto</em> part of the notional US dollar area and the PBoC is easing once again</li>
<li>PBoC ends October-April tightening: injecting RMB 1.1 trillion into markets in May and June</li>
<li>Gold prices and PBoC liquidity are closely correlated. China is driving gold prices higher</li>
</ul>


Gold prices have broken out higher, but unusually this cannot be explained by the US Fed
China is a de facto part of the notional US dollar area and the PBoC is easing once again
PBoC ends October-April tightening: injecting RMB 1.1 trillion into markets in May and June
Gold prices and PBoC liquidity are closely correlated. China is driving gold prices higher


USD

Does China Control The World Gold Price?