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

Floods/Politics/Economy/Dollar Vs Yuan/US-China

Warnings About US Economy and Dollar Overblown

U.S. Dollar Breakdown: Bullish For Ex-U.S. Equities

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>Capital is quitting the US dollar, with Europe the main host for these outflows</li>
<li>Latest outflows represent a structural unwind of the 2012-19 capital surge into the USD</li>
<li>US dollar trade-weighted index could easily slide another 10%. 20% is possible</li>
<li>Gold and (to lesser extent) Euro are main beneficiaries. Gold could test US$2500/oz.</li>
</ul>


Capital is quitting the US dollar, with Europe the main host for these outflows
Latest outflows represent a structural unwind of the 2012-19 capital surge into the USD
US dollar trade-weighted index could easily slide another 10%. 20% is possible
Gold and (to lesser extent) Euro are main beneficiaries. Gold could test US$2500/oz.


Global Capital Is Quitting The Dollar