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

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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>Did Treasury Secretary Yellen's recent trip lead to a US-China Accord that allows the US dollar to weaken and China's PBoC to ease again?</li>
<li>Markets are acting as if this happened, but in reality this 'accord' simply reinforces existing forex and liquidity trends</li>
<li>
Emerging Market liquidity is currently high. This is inconsistent with an upcoming recession, but aligns with a rising Global Liquidity cycle. Expect more US and Chinese easing.</li>
</ul>


Did Treasury Secretary Yellen's recent trip lead to a US-China Accord that allows the US dollar to weaken and China's PBoC to ease again?
Markets are acting as if this happened, but in reality this 'accord' simply reinforces existing forex and liquidity trends

Emerging Market liquidity is currently high. This is inconsistent with an upcoming recession, but aligns with a rising Global Liquidity cycle. Expect more US and Chinese easing.


A Secret US-China Accord? Will It Boost Global Liquidity?