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

US 10yr Yield Support Will Define the USD

FX Dashboard: Taper Tantrum Vs Current Reflationary Scare – Part 1

Fed Credibility and Risks to Achieving Dual Mandate: Facing Ominous Comparisons to the Late-1960s

How Powell "The Un-Volcker" Is Remaking The Fed

US Treasury Investors and Inflation: Fed Attempts to Teach the Virtues of Patience

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.


Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>V-shaped World economic rebound well-underway</li>
<li>Risk of policy-makers overstimulating</li>
<li>Financial stability a greater risk than faster high street inflation</li>
<li>Liquidity cycle more cyclical than ever</li>
<li>US dollar vulnerable to further falls</li>
<li>House prices likely to see bigger gains</li>
<li>Policy-makers will have to address these two imbalances</li>
</ul>


V-shaped World economic rebound well-underway
Risk of policy-makers overstimulating
Financial stability a greater risk than faster high street inflation
Liquidity cycle more cyclical than ever
US dollar vulnerable to further falls
House prices likely to see bigger gains
Policy-makers will have to address these two imbalances


Taper Talk – Will The Global Liquidity Boom End With A Whimper Or A Bang?