John Fagan is a financial market strategist and former senior US Treasury official with deep expertise at the intersection of global markets, economic policy and geopolitical risk. From 2014 to 2018, he was director of the US Treasury Markets Room, where he served as the most senior advisor to the secretary of the treasury on global market developments, liquidity conditions, financial stability risks and policy responses during periods of market stress and geopolitical uncertainty.
Prior to his government service, John was a senior macro strategist at a global macro hedge fund, where he focused on global macroeconomic trends, interest rates, foreign exchange and international capital flows, with particular expertise in Asian markets. He later co-founded a strategic research and advisory platform focused on the interaction between markets, government policy and geopolitical developments. John is also co-founder and CEO of a fintech company focused on resiliency and inclusivity in digital payments, and was an adjunct professor at the Johns Hopkins School of Advanced International Studies.
John brings a sophisticated understanding of how financial markets, sovereign policy decisions and geopolitical events interact to shape investment environments and corporate strategy. His experience is particularly valuable for clients navigating macro-driven volatility, capital markets dislocation, sovereign risk and the growing overlap between economic statecraft and global finance.