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

Recession Watch: Fluctuating Trade War on the Verge of Tripping up the World Economy

How Worried Should You Be About A Recession?

China's Weak Domestic Demand Is Dragging Much of Asia into Recession; Stimulus No Help

With GDP Growth Averaging 2.1% over the Latest 3 Quarters, a Rate Cut Is Imminent

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>Latest nowcast economic data show stronger Q3, 2019</li>
<li>
Shipping activity highlights bounce in July and August</li>
<li>
Global Liquidity conditions turning higher evidenced by rising gold</li>
<li>Bond markets heavily distorted by austerity policies and ‘safe’ asset shortage</li>
</ul>


Latest nowcast economic data show stronger Q3, 2019

Shipping activity highlights bounce in July and August

Global Liquidity conditions turning higher evidenced by rising gold
Bond markets heavily distorted by austerity policies and ‘safe’ asset shortage


The ‘Quick’ Recession … Is It Over Already? Latest Liquidity Data Agrees