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

The Most Important Price In The World … Possibly?

China’s Policy Easing/Financial Risks/Next Phase of “Going Rural”/Capital Flight/Vaccine Scandal

The Risk Cycle Has Peaked…Could Economies Be Next?

Fewer US Interest Rate Hikes Ahead? Economy Pointing Down, Bond Prices Could Soon Rally

Red Alert for Markets?The Key Central Bank Tightens

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

This old Wall Street adage should be writ large across traders screens and read in plurals, because its not just the US Federal Reserve that is tightening monetary policy – many other policy-makers are too. Across the eighty-odd Central Banks we regularly monitor each month, a whopping two-thirds are now running tight liquidity policies. This high figure, which in practice rarely gets much higher, is shown in the first chart. In fact, in the Developed World the proportion jumps to a huge…

This old Wall Street adage should be writ large across traders screens and read in plurals, because its not just the US Federal Reserve that is tightening monetary policy – many other policy-makers are too. Across the eighty-odd Central Banks we regularly monitor each month, a whopping two-thirds are now running tight liquidity policies. This high figure, which in practice rarely gets much higher, is shown in the first chart. In fact, in the Developed World the proportion jumps to a huge…

Don’t Fight The Fedsssssssss….World Money Is Too Tight

USD

Don’t Fight The Fedsssssssss….World Money Is Too Tight