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

Emerging Markets Could Outperform in 2023?

Less Pessimism in the World Economy: How Does Asia Benefit?

China: CNY to Out-Perform Despite Fed and PBOC’s Divergent Stances

Global Currency War Victims to Rise as Central Banks Struggle to Persistently Match the Fed

CX Daily: Yuan Gets More International Love As Dollar Rivalry Grows

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.


Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Watch the CNY as well as DXY. Chinese Yuan has broken out of its long-established target band. Net capital outflows are very weak. Could the CNY test RMB10/US$?</li>
<li>China’s broken economy needs a new source of demand that can create less debt dependent future GDP growth. Devaluation may prove the solution</li>
<li>Oct/ Nov show PBoC injecting more liquidity into Chinese money markets after year of tightness, following attempts to support the Yuan. Lower CNY will allow PBoC more space to ease</li>
</ul>


Watch the CNY as well as DXY. Chinese Yuan has broken out of its long-established target band. Net capital outflows are very weak. Could the CNY test RMB10/US$?
China’s broken economy needs a new source of demand that can create less debt dependent future GDP growth. Devaluation may prove the solution
Oct/ Nov show PBoC injecting more liquidity into Chinese money markets after year of tightness, following attempts to support the Yuan. Lower CNY will allow PBoC more space to ease


From Capital Wars to Currency Wars: Weak US Dollar in 2023?… Or Will the Yuan Tumble To RMB10/US$?