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

Global Equity Strategy U.S. Fed Cut, Now What?

Gold Bullish Follow Through and Macro Inflection Point

Shanghai Accord 2.0? World Central Banks Turn On The Money Taps … A New Easing Cycle Has Started

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

<ul>
<li>Shanghai Accord 2.0 is well underway</li>
<li>US Federal Reserve steps up its liquidity injections into US money markets</li>
<li>Attempts by other economies to weaken their currencies against the USD will reinforce Fed easing</li>
<li>Gold and cryptocurrencies favoured. Asian and Emerging Markets later</li>
</ul>


Shanghai Accord 2.0 is well underway
US Federal Reserve steps up its liquidity injections into US money markets
Attempts by other economies to weaken their currencies against the USD will reinforce Fed easing
Gold and cryptocurrencies favoured. Asian and Emerging Markets later


The US Fed Steps-Up the Pace – Updating The Shanghai Accord 2.0