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

News (And View) Of the Dollar's Demise Is Much Exaggerated

Impending US Dollar Demise? COVID-19 Pandemic Aftermath Will Strengthen the Greenback's Importance

China Needs to End Official Growth Target Obsession or Risk Capture in the Middle-Income Trap

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

<ul>
<li>
Chinese Liquidity surges in March 2020</li>
<li>Lending directives not PBoC liquidity is the key</li>
<li>PBoC policy mix mat tell us about exchange rate policy
</li>
<li>Could this signal a desire for a robust or even a stronger Yuan?</li>
</ul>



Chinese Liquidity surges in March 2020
Lending directives not PBoC liquidity is the key
PBoC policy mix mat tell us about exchange rate policy

Could this signal a desire for a robust or even a stronger Yuan?


China’s Monetary Semi-Surge – What Does It Tell Us About The Yuan?