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

Covid-19/Economic Impact/Back to Work/US-China/Luckin Lies

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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>
Capital Wars have been accelerated by the coronavirus</li>
<li>
Global Liquidity has been compromised by the need to roll-over our huge debts</li>
<li>World economy will re-configure around new regional and national axes</li>
<li>
US dollar system is facing its most severe challenge. Watch for the rise of the Yuan
</li>
</ul>



Capital Wars have been accelerated by the coronavirus

Global Liquidity has been compromised by the need to roll-over our huge debts
World economy will re-configure around new regional and national axes

US dollar system is facing its most severe challenge. Watch for the rise of the Yuan



iShares 20+ Year Treasury Bond ETF (TLT US)

The Coming Capital Wars