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

Last Major Currency Peg: Hong Kong’s Fate Could Be Determined by the Fed and Geopolitics

China Faces the Perfect Storm: Global Tightening, Capital Flight, Overcapacity

Rmb Depreciation: An Angle for the Shipping Names?

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

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 Chinese economy skidding badly, buffeted by C-19 lockdowns and strong US dollar. Domestic economic weakness alongside strong dollar are two critical facts. </li>
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US dollar has been weaponized and pointed towards the Chinese Yuan. Growing pressure on Yuan to devalue </li>
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US policy is to drive Fed balance sheet lower and US dollar higher, forcing credit funders back to the US unit</li>
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 Chinese economy skidding badly, buffeted by C-19 lockdowns and strong US dollar. Domestic economic weakness alongside strong dollar are two critical facts. 

US dollar has been weaponized and pointed towards the Chinese Yuan. Growing pressure on Yuan to devalue 

US policy is to drive Fed balance sheet lower and US dollar higher, forcing credit funders back to the US unit


Yuan Devaluation (CNY): China At A Turning Point?