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

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

The Most Important Price In The World … Possibly?

Red Alert for Markets?The Key Central Bank Tightens

Fewer US Interest Rate Hikes Ahead? Economy Pointing Down, Bond Prices Could Soon Rally

Another Risk Warning: Three Bears Eat Goldilocks And Rip-Up The Shanghai Accord

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

We remain nervous investors. Two-thirds of the eighty World Central Banks we monitor and a whopping near-90% of Developed Market Central Banks are now running tight monetary policies according to latest data at end-June, 2018. After a short-lived surge in early-2018 following tax changes to overseas USD deposits, capital appears to be quitting the US again. In our view, risk markets peaked in Q1, 2018 and are now struggling. Yet, markets rarely run like clockwork, so we find it often helps to…

We remain nervous investors. Two-thirds of the eighty World Central Banks we monitor and a whopping near-90% of Developed Market Central Banks are now running tight monetary policies according to latest data at end-June, 2018. After a short-lived surge in early-2018 following tax changes to overseas USD deposits, capital appears to be quitting the US again. In our view, risk markets peaked in Q1, 2018 and are now struggling. Yet, markets rarely run like clockwork, so we find it often helps to…

The Risk Cycle Has Peaked…Could Economies Be Next?