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

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

Why We’re Now Betting On Upcoming Recession?

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

<ul>
<li>History shows that four things matter in determining bear markets
</li>
<li>Two measure the flow of liquidity and Global Liquidity is still skidding</li>
<li>None of the four factors are yet telling us the bear will end soon</li>
<li>
Worse: their latest readings suggest it could last well into 2019 ... Sorry</li>
</ul>


History shows that four things matter in determining bear markets

Two measure the flow of liquidity and Global Liquidity is still skidding
None of the four factors are yet telling us the bear will end soon

Worse: their latest readings suggest it could last well into 2019 ... Sorry


High Odds This Bear Market Will Last Well Into 2019