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

The Bear Roars: First Global Liquidity Slumps, Now World Investors’ Risk Appetite Skids Lower

Asian Investors’ Risk Appetite Index Sees A Bear Market Collapse – No Buy Signal Yet...

China Crushed By US Trade Spat – Are The Markets Warning That The News Will Get Worse?

Global Liquidity Is Skidding: Why and What Will It Mean?

China All Alone! The PBoC Presses The Button

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>
Global Liquidity crashing at fastest rate since 2008</li>
<li>70% of World Central Banks 'tight' (100% of Developed Market Central Banks)</li>
<li>Weak funding liquidity means poor market liquidity: volatility will jump</li>
<li>JPMorgan/ Markit World PMI to touch 'recessionary' levels by early-2019</li>
<li>Stay 'Risk Off': State Street Investor Confidence slated to plunge to new depths</li>
</ul>



Global Liquidity crashing at fastest rate since 2008
70% of World Central Banks 'tight' (100% of Developed Market Central Banks)
Weak funding liquidity means poor market liquidity: volatility will jump
JPMorgan/ Markit World PMI to touch 'recessionary' levels by early-2019
Stay 'Risk Off': State Street Investor Confidence slated to plunge to new depths


A Hard Landing Is Coming Somewhere?!?