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 Liquidity Is Skidding: Why and What Will It Mean?

Why We’re Now Betting On Upcoming Recession?

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

<ul>
<li>Latest Weekly Global Liquidity data highlight 17.5% annualised skid lower in US Fed activity</li>
<li>
Global Liquidity injections by major Central Banks drop 1.6% (down 3.9% US$ terms) annualised in the week</li>
<li>This is bad news for international equities, but should underpin mid-duration Treasuries and the USD
</li>
</ul>


Latest Weekly Global Liquidity data highlight 17.5% annualised skid lower in US Fed activity

Global Liquidity injections by major Central Banks drop 1.6% (down 3.9% US$ terms) annualised in the week
This is bad news for international equities, but should underpin mid-duration Treasuries and the USD



Weekly Global Liquidity Data Show Big Drop In US Fed Injections