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

Geopolitical Comment: While Markets Are Hoping for US-China Mini-Deal, Turkey Is Playing with Fire

Russian Economy Bucks Global Trend for Growth Slowdown

Asian Central Banks Slow Liquidity Injections: Global Liquidity Slumps At Fastest Rate Since 2008

The Crypto Currency Crash Is A Big Warning

Global Liquidity Is Skidding: Why and What Will It Mean?

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>EM currency prospects look better than in early 2018</li>
<li>EM economic and capital flow fundamentals have remained robust</li>
<li>We remain cautious because of weak Global Liquidity, but next up-cycle Asian-led</li>
<li>Watch for a signal from Asian yield curves that cycle is re-starting</li>
</ul>


EM currency prospects look better than in early 2018
EM economic and capital flow fundamentals have remained robust
We remain cautious because of weak Global Liquidity, but next up-cycle Asian-led
Watch for a signal from Asian yield curves that cycle is re-starting


EM Forex Risks Drop, Or Why Turkey Is The Turkey

USD

EM Forex Risks Drop, Or Why Turkey Is The Turkey