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

Exports/ Bonds/ Rural/ US-China/ Xinjiang

Smartkarma Webinar | Global Liquidity: A Booming 2021?

India's 2020 Reforms Will Usher in a Decade of Spectacular Growth from 2021 On

China Has Had a Great 2020, but Over-Capacity Will Cause Headaches in 2021

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>
Global Liquidity hits record US$175 trillion in 2021, or near 2x World GDP</li>
<li>
Central Bank QE will test US$30 trillion, up by around 15% and led by US Fed</li>
<li>
Monetary velocity fell in 2020 (bullish), but will likely rise (bearish) in 2021</li>
<li>Major concern in 2021 is that strong economies will crowd-out asset markets</li>
</ul>



Global Liquidity hits record US$175 trillion in 2021, or near 2x World GDP

Central Bank QE will test US$30 trillion, up by around 15% and led by US Fed

Monetary velocity fell in 2020 (bullish), but will likely rise (bearish) in 2021
Major concern in 2021 is that strong economies will crowd-out asset markets


Global Liquidity in 2021: A Warning