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

Global Capital Flows Show China’s Collapsing Export Markets Could Soon Revive

H-SHARES:  Mainlanders Buying - H-Shares Gone Wild, Going Wilder?

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>Widely held view that Chinese eased ‘massively’ in January 2019 – it did NOT</li>
<li>According to latest daily Open Market Operations little change through February</li>
<li>Liquidity matters hugely (China contributes around one-fifth of Global Liquidity)</li>
<li>We still expect PBoC easing over coming weeks and continue to favour Chinese markets</li>
</ul>


Widely held view that Chinese eased ‘massively’ in January 2019 – it did NOT
According to latest daily Open Market Operations little change through February
Liquidity matters hugely (China contributes around one-fifth of Global Liquidity)
We still expect PBoC easing over coming weeks and continue to favour Chinese markets


’Fake News’ Threatens China’s Rally

CNY

’Fake News’ Threatens China’s Rally