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

Trade War/Huawei/Liquidity/UK & PRC/Hong Kong

Trade War/Huawei/Economic Policy/Bad Bank/Market Opening

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.


Macroeconomics

<ul>
<li>China injects RMB 1.1 trillion into money markets in last six weeks</li>
<li>June to date sees RMB 557 billion injected: biggest jump since November 2017</li>
<li>PBoC's October to April mini-tightening has now been reversed</li>
<li>PBoC (People's Bank)-Watching  set to rival 'Fed-Watching'</li>
</ul>


China injects RMB 1.1 trillion into money markets in last six weeks
June to date sees RMB 557 billion injected: biggest jump since November 2017
PBoC's October to April mini-tightening has now been reversed
PBoC (People's Bank)-Watching  set to rival 'Fed-Watching'


Forget the Fed - China Is Easing Again