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

HSBC - Results on Thursday, Risk of BoCom Mark Down, Heavy UK, US Corporate Lending Not Positive

HSBC - The Narrative Seems to Be Missing Many Points of the Reality

StandChart Is Likely to Have More China Bohai Impairment

Rising Liquidity And The Threat of 5% US Bond Yields

Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?

Steno Signals #81 – Fed member promises that QT is effectively already over

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.


Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>January 2024 another strong month for <strong>Global Liquidity</strong> which hits US$171.7 trillion</li>
<li>US Fed and China’s PBoC are in the forefront of adding liquidity</li>
<li>Global Liquidity Cycle trough in October 2022. Next peak late-2025</li>
</ul>


January 2024 another strong month for Global Liquidity which hits US$171.7 trillion
US Fed and China’s PBoC are in the forefront of adding liquidity
Global Liquidity Cycle trough in October 2022. Next peak late-2025


Where Are We In the Global Liquidity Cycle?