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 Second Leg Down: What Capital Flows Tell Us About A Coming 2018 Correction?

Why Is Consensus So Wrong On The US Dollar?

'Quantitative Squeezing': Prospects for Global Liquidity in 2018

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.


FX & Rates

Things are changing fast. Singapore’s Lee Kwan Yew wisely observed that China is not just the largest economy in the World: it is the largest economy the World has ever seen! Expect big things. Our view is that the Chinese Yuan is en route to being the major challenger to the US dollar as an international means of payment. This will take time, but every journey has its first steps and China is already stepping out. Such long-term trends often show up early in financial markets and frequently in…

Things are changing fast. Singapore’s Lee Kwan Yew wisely observed that China is not just the largest economy in the World: it is the largest economy the World has ever seen! Expect big things. Our view is that the Chinese Yuan is en route to being the major challenger to the US dollar as an international means of payment. This will take time, but every journey has its first steps and China is already stepping out. Such long-term trends often show up early in financial markets and frequently in…

The Two Charts That Every Asian Investor Should Know About

USD

The Two Charts That Every Asian Investor Should Know About