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

RCEP/ Defaults/ Rentals/ Vaccines/ US-China

China Scenario - Biden As POTUS Will Be A Problem For Xi & China

Gravity Works As WeWork Doesn't; Now Plan B

China Needs Trump The Underdog To Win. Perhaps A Landslide. China Wants Trump. “Chuan Jianguo”! 川建国

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

<div>• High levels of <strong>Global Liquidity</strong> and <strong>V-shaped</strong> Economic Rebound</div><div>• Economies, so far, <strong>rebounding faster</strong> than after 2008 GFC</div><div>• <strong>China</strong> has unusually not created much liquidity in 2020</div><div>• Latest evidence show a<strong>cceleration in Chinese Shadow Bank</strong> lending</div>

• High levels of Global Liquidity and V-shaped Economic Rebound• Economies, so far, rebounding faster than after 2008 GFC• China has unusually not created much liquidity in 2020• Latest evidence show acceleration in Chinese Shadow Bank lending

A Left-Field Thought: Will Rising Chinese Liquidity Trigger A World GDP Boom in 2021?