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

US Monetary Policy Stays Ultra-Loose Amid 30-Year-High Inflation; 'Taper' a Misnomer

US: Tight Labour Market and Still-Abundant M2 Make for an Inflationary Cocktail

Inflation Caused by Monetary Surge; Risk of Stagflation in 2022 Amid Fiscal Tightening

American Policy Risks Go Beyond Fed Monetary Tightening

Geo-Political Risks: Taiwan a Sticking Point, Not a Danger Point Yet

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>Volatility and stock market rollercoaster likely to return in 2022</li>
<li>Central Banks’ policies of low interest rates and an accelerated taper will destabilize financial markets</li>
<li>Expect a ‘Powell Put’ as policy-makers are forced to re-engage QE policies</li>
</ul>


Volatility and stock market rollercoaster likely to return in 2022
Central Banks’ policies of low interest rates and an accelerated taper will destabilize financial markets
Expect a ‘Powell Put’ as policy-makers are forced to re-engage QE policies


The Big Risks For 2022 .... Large Debts, Less Liquidity and Growing Indexation?