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

PBoC Easing/2015 Déjà Vu/ China-US Trade War Intensifies/Xiaomi Flop/Consumer Bonus

The Risk Cycle Has Peaked…Could Economies Be Next?

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

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.


FX & Rates

Watch out, the World’s biggest Central Bank is tightening. We do not mean the US Fed, which raised rates last week, or the ECB, which last week announced an end to its QE policy, but the People's Bank of China (PBoC). On paper, China’s PBoC has few reasons to tighten in 2018, but latest data show the People’s Bank squeezing moderately. This may be a temporary blip, but the huge size and influence of the PBoC makes this a critical factor to watch. Our conclusion is that unless PBoC policy quickly…

Watch out, the World’s biggest Central Bank is tightening. We do not mean the US Fed, which raised rates last week, or the ECB, which last week announced an end to its QE policy, but the People's Bank of China (PBoC). On paper, China’s PBoC has few reasons to tighten in 2018, but latest data show the People’s Bank squeezing moderately. This may be a temporary blip, but the huge size and influence of the PBoC makes this a critical factor to watch. Our conclusion is that unless PBoC policy quickly…

iShares 20+ Year Treasury Bond ETF (TLT US)

Red Alert for Markets?The Key Central Bank Tightens

USD

Red Alert for Markets?The Key Central Bank Tightens