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

China Banks – Credit Quality Snapshot Ahead of 4Q21

China Banks – 4Q21 KPIs Support Our Stock Picks

China Evergrande Group – Bank Fallout Coming

China: What Does The Cut in Reserve Requirement Signal?

China's Monetary Easing Will Do Little to Counter a Structural Slowdown

Gravity Works As WeWork Doesn't; Now Plan B

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>People’s Bank (PBoC) continues to pull liquidity out of Chinese money markets </li>
<li>Broader index of Chinese monetary conditions set to fall into ‘tight’ regime</li>
<li>Warns of sharper fall in World economy and weaker commodity prices</li>
</ul>


People’s Bank (PBoC) continues to pull liquidity out of Chinese money markets 
Broader index of Chinese monetary conditions set to fall into ‘tight’ regime
Warns of sharper fall in World economy and weaker commodity prices


What Will China’s On-Going Liquidity Squeeze Mean For World Markets in 2022?