Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies info@crossbordercapital.com for GLI index and data
Joined June 2009
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4 Oct 2025
GL Indexes now supplies Global Liquidity data in all formats, building on the original CrossBorder Capital work. Watch for further announcements over coming weeks. We calculate and curate liquidity data across over 90 economies daily, weekly and monthly. Evidence our new range:
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CrossBorder Capital/ GLIndexes retweeted
Latest 'Capital Wars' Substack open.substack.com/pub/capita…
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This one is a must-watch.
I sat down with Michael Howell @crossbordercap, one of the world’s leading experts on global liquidity, capital flows and macro asset allocation, to discuss what global liquidity is signaling for gold, markets and the economy.
🎥 Watch here → youtu.be/PNFwElBjajE
We cover:
• Why global liquidity has peaked and is heading lower
• What that means for stocks, bonds, gold and crypto
• Gold and crypto as “canaries in the coal mine”
• Why authorities may already be suppressing interest rates
• Whether the stock market is in a parabolic bubble
• China’s “remarkable” liquidity turn and why it matters for gold
• Why oil could move much higher — possibly toward $200
• Commodity inflation, money printing and higher gold prices ahead
If you want to understand what is really driving financial markets beneath the surface, this is a must-watch.
#gold #liquidity #macro #stocks #markets #oil #commodities #investing
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Latest 'Capital Wars' Substack open.substack.com/pub/capita…
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Hmm looks like this really is a bearish flattening of the curve! Should confirm a 'Speculative' investment regime = high vol, low returns in risk assets? @gnoble79 @JackFarley96 @fejau_inc
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Bearish flattening US yield curve since January is not a great omen. It is typical of 'Speculation' phases in markets. Shows increasing demands for safe asset duration and a sign that #liquidity cracks appearing
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I agree Another banger from @kofinas
May 18
This conversation between @kofinas and @MilesTaylorUSA is one of the most interesting and important things I've heard in a long time. (I highly recommend subscribing to Hidden Forces. The "second hour" of the podcasts are often absolute gems.)
hiddenforces.io/podcasts/ai-…
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Latest tracking of #Global #Liquidity and #BTC #ETH basket ( 13 weeks)... See 'Capital Wars' Substack
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The Marxist-Leninist theory of Central Banking? Let's ignore the markets...and pensioners!!!
May 22
I’d like you all to read @DanielaGabor’s piece right now.
theguardian.com/commentisfre…
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Suggests @izakaminska that Yuan far more vulnerable than many suggest. China has two exchange rates: internal and external. They appear to have over-leveraged USD. And, long-term they need internal devaluation to tackle debt problem
May 22
It makes perfect sense. The issue is a hard currency shortage not a yuan liquidity shortage. Based on my theory there is too much yuan liquidity underpinned by dollar substitute collateral and not enough collateral. Too much yuan liquidity is gonna put pressure on the yuan otherwise.
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Great episode from @adamtaggart Mike Green nails it again @profplum99 Adam Taggart | Passive Capital Flows Are All That Matter For Stocks. Are They Starting To Falter? | Mike Green on Podbean, check it out! podbean.com/ea/dir-h9ave-2dd…
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May 22
9/ Of course, this might also take the form of an explicit raid on such entities, not least because the Chinese could do with the capital transfer to itself. Via Bloomberg 👇
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May 21
The Best Income Ideas Online Summit is over.
AND IT WAS INCREDIBLE
I appreciate everyone who was part of this.
If you missed it live, you can still access the replays and a transcript.
Every session was recorded. The sharpest minds in the industry - Michael Howell, Luke Gromen, John Roque, David Hay, Steven Cress, Jay Pelosky, and more - each presenting their single highest-conviction income idea for 2026.
Hours of actionable ideas from people who manage real money. Expect names, frameworks, and zero fluff.
Full replay access is still $99.
This is the cheapest financial education you'll find anywhere in 2026.
Grab access: noble-capevents.com
@crossbordercap @LukeGromen @daChartLife @jaypelosky @mintzmyer @Haymaker_0 @SamKovX @KirkSpano @SeekingAlpha @HoyaCapital @Shipping_VIE @StevenCress3 @LeoNelissen
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