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

Trade War/Tech War/Bourses & Quotas/Property/Alibaba

Trade War/Tech War/Party First/Climate Change/Happy Birthday

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>Latest RRR cuts are only tactical and do NOT signal strategic monetary ease</li>
<li>
PBoC liquidity injections are the key monetary signal</li>
<li>
Liquidity jumped from May through July but August flat and September weak</li>
<li>No indication yet that PBoC easing aggressively….but they will</li>
</ul>


Latest RRR cuts are only tactical and do NOT signal strategic monetary ease

PBoC liquidity injections are the key monetary signal

Liquidity jumped from May through July but August flat and September weak
No indication yet that PBoC easing aggressively….but they will


Understanding Chinese Monetary Policy: Trying Hard to Ease?