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

China, Japan and Asian EM in 2018: A Liquidity View

Why Is Consensus So Wrong On The US Dollar?

'Quantitative Squeezing': Prospects for Global Liquidity in 2018

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

‘The dog that didn’t bark’, the famous Sherlock Holmes clue, may help us understand the Yen and evaluate whether we are seeing Asia’s biggest policy shift in three decades? US dollar weakness has always gone hand-in-hand with a surging Yen, but in the latest USD sell-off the Yen has been largely unmoved and, as the chart of a peer-weighted Yen basket (USD, Yuan, Sing$ and Won) suggests, over the past year the Yen has effectively flat-lined. This brief note summarises a series of recently…

‘The dog that didn’t bark’, the famous Sherlock Holmes clue, may help us understand the Yen and evaluate whether we are seeing Asia’s biggest policy shift in three decades? US dollar weakness has always gone hand-in-hand with a surging Yen, but in the latest USD sell-off the Yen has been largely unmoved and, as the chart of a peer-weighted Yen basket (USD, Yuan, Sing$ and Won) suggests, over the past year the Yen has effectively flat-lined. This brief note summarises a series of recently…

Is This Asia’s Biggest Policy Shift in Three-Decades?