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

Another Risk Warning: Three Bears Eat Goldilocks And Rip-Up The Shanghai Accord

Fewer US Interest Rate Hikes Ahead? Economy Pointing Down, Bond Prices Could Soon Rally

'Quantitative Squeezing': Prospects for Global Liquidity in 2018

Why Is Consensus So Wrong On The US Dollar?

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

As keen watchers of Global Liquidity, we have been warning that the World’s stock market stars appear aligned and ready for a 1987-like Crash, or at least heighted volatility, sometime over coming months. This is no random or idiosyncratic event: in fact, crises now seem to repeat regularly every 8-10 years: 1966, 1974, 1981, 1990, 1997, 2008 and perhaps 2018? The trigger, as always, is a liquidity squeeze coming from one of three possible directions: (1) banking problems; (2) Central Bank…

As keen watchers of Global Liquidity, we have been warning that the World’s stock market stars appear aligned and ready for a 1987-like Crash, or at least heighted volatility, sometime over coming months. This is no random or idiosyncratic event: in fact, crises now seem to repeat regularly every 8-10 years: 1966, 1974, 1981, 1990, 1997, 2008 and perhaps 2018? The trigger, as always, is a liquidity squeeze coming from one of three possible directions: (1) banking problems; (2) Central Bank…

Multiple Countries

Yes…. Another Liquidity Crash?