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

News (And View) Of the Dollar's Demise Is Much Exaggerated

Impending US Dollar Demise? COVID-19 Pandemic Aftermath Will Strengthen the Greenback's Importance

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>Our US dollar forex risk index which leads the DXY by 12 months is dropping</li>
<li>Dollar bear market signalled. Low point could come in late-2022
</li>
<li>Speed and size of Fed’s liquidity boost a key factor behind USD weakness</li>
<li>Concerns over ‘massive US dollar short’ position misplaced</li>
<li>Weak US dollar bullish for Emerging Markets and Asia</li>
</ul>


Our US dollar forex risk index which leads the DXY by 12 months is dropping
Dollar bear market signalled. Low point could come in late-2022

Speed and size of Fed’s liquidity boost a key factor behind USD weakness
Concerns over ‘massive US dollar short’ position misplaced
Weak US dollar bullish for Emerging Markets and Asia


Why The US Dollar Could Fall By 25%?