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 US Fed Steps-Up the Pace – Updating The Shanghai Accord 2.0

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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>Central Banks Worldwide now easing, led by China's PBoC</li>
<li>Our <strong>World Central Bank Liquidity Index</strong> has more than doubled to 40 (range 0-100) since last October</li>
<li>More QE is only ‘practical’ policy given already low policy interest rates and IMF warnings about dangers of more fiscal spending</li>
<li>Equities, notably non-US stocks exposed to China, and gold look decent investments.</li>
</ul>


Central Banks Worldwide now easing, led by China's PBoC
Our World Central Bank Liquidity Index has more than doubled to 40 (range 0-100) since last October
More QE is only ‘practical’ policy given already low policy interest rates and IMF warnings about dangers of more fiscal spending
Equities, notably non-US stocks exposed to China, and gold look decent investments.


Shanghai Accord 2.0? World Central Banks Turn On The Money Taps … A New Easing Cycle Has Started