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?

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

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 are near 8-year lows, despite growing turmoil and uncertainty across World asset markets</li>
<li>Many investors claim gold is 'undervalued' because of uncertainty, but gold is truly a Global Liquidity barometer</li>
<li>Global Liquidity is 'tight' and weak gold, flat yield curves, sluming EM equities and skidding cryptocurrencies confirm this</li>
<li>Gold is particularly sensitive to Central Bank liquidity injections. A recession in 2019 could be the trigger for a renewed policy easing, but until then we favour avoiding the bullion market</li>
</ul>


Gold prices are near 8-year lows, despite growing turmoil and uncertainty across World asset markets
Many investors claim gold is 'undervalued' because of uncertainty, but gold is truly a Global Liquidity barometer
Global Liquidity is 'tight' and weak gold, flat yield curves, sluming EM equities and skidding cryptocurrencies confirm this
Gold is particularly sensitive to Central Bank liquidity injections. A recession in 2019 could be the trigger for a renewed policy easing, but until then we favour avoiding the bullion market


USD

Is Gold Bullion About To Break-Out?