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CrossBorder Capital

CrossBorder Capital
Implementing Research Using Alt Data & AI

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Multi-Asset Macroeconomics FX & Rates
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19 Apr 2024 19:57

The Liquidity ‘Air Pocket’: A Short Update After US Tax Filing-Week

Global Liquidity is the key factor driving risk assets. It faces an 'air pocket' over coming weeks. Investors need to understand the three factors...

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17 Mar 2024 20:12

What Really Matters Is Global Liquidity...But It Looks Set to Zag Before It Zigs Higher

Global Liquidity the main driver of asset performance is set to zag lower before it zigs higher. Be aware of this temporary setback. Look to...

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10 Feb 2024 17:16

Where Are We In the Global Liquidity Cycle?

Jan 2024 saw another jump in Global Liquidity. US Fed and China PBoC leading  After Oct 2022 liquidity lows, next peak slated for late-2025

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30 Jan 2024 19:03

A ‘Back Seat’ Bond Yield Driver: US Treasury Is Forcing The Fed To End QT. US Yields To Re-Test 5¼%?

The bottom line is that US 10-yields will re-test 5¼%,  Investors face a World characterised by the monetization of mandatory spending demands (MMS).

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21 Jan 2024 19:23

Rising Liquidity And The Threat of 5% US Bond Yields

The US economy may avoid recession, and Fed policy rates are unlikely to plunge. Yet, longer dated US Treasury yields look set to rise towards 5¼%

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