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

Why isn’t Gold starting to sell off? // The Big Sugar Rush

De-coupling trade worries from the US dollar

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>Announcement of Gold-backed BRICS currency unit rumoured for August, 2023. Could this disrupt the US dollar?</li>
<li>BRICS and ‘Friends’ have already amassed over 8k tonnes or more gold bullion than is held in US official reserves 
</li>
<li>Threat to US dollar comes from undermining of US finance not denomination of trade. Integrity of dollar is a domestic question, outside of BRICS, and dependent on future fiscal solvency
</li>
</ul>


Announcement of Gold-backed BRICS currency unit rumoured for August, 2023. Could this disrupt the US dollar?
BRICS and ‘Friends’ have already amassed over 8k tonnes or more gold bullion than is held in US official reserves 

Threat to US dollar comes from undermining of US finance not denomination of trade. Integrity of dollar is a domestic question, outside of BRICS, and dependent on future fiscal solvency



The Gold BRICS – A Coming Threat to US Dollar Hegemony?