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 All Alone! The PBoC Presses The Button

Why Emerging Markets Really Are Different This Time

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

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.


FX & Rates

<ul>
<li>China slashes reserve requirements, propelling RMB750 billion of new lending into markets</li>
<li>Already PBoC balance sheet has been expanding and fuelling GDP. No 'hard-landing'</li>
<li>Think of this as part of a bigger currency war against the USD, not simply a trade war with America</li>
<li>Combined with monetized capital inflows to Emerging Asia and Japan's apparent 'Yen targetting' policy, China's easing may stimulate a strong pan-Asian Liquidity Cycle in 2019, so offsetting the otherwise dismal Global Liquidity picture</li>
</ul>


China slashes reserve requirements, propelling RMB750 billion of new lending into markets
Already PBoC balance sheet has been expanding and fuelling GDP. No 'hard-landing'
Think of this as part of a bigger currency war against the USD, not simply a trade war with America
Combined with monetized capital inflows to Emerging Asia and Japan's apparent 'Yen targetting' policy, China's easing may stimulate a strong pan-Asian Liquidity Cycle in 2019, so offsetting the otherwise dismal Global Liquidity picture


CNY

China Launches An Asian Liquidity Cycle?