U.S. Policy Strategy - L. Thomas Block

At Fundstrat, we know how pivotal a role policies, from administration and agency decisions to legislative actions, play in shaping markets. Our U.S. Policy section offers in-depth, timely, actionable insights into every nuance of U.S. policy dynamics. With a team of seasoned Beltway insiders, we analyze legislation, dissect policies, decode regulations, and forecast potential market implications. Our U.S. Policy analysis is more than just information – it’s your roadmap to economic and market insight in a world shaped by ever-evolving policy decisions.

About the Author

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L. Thomas Block – Washington Policy Strategist

L. Thomas Block is the Washington Policy Strategist at Fundstrat, and also President of Tom Block Consults, a public policy consulting firm. Prior to starting his firm, Tom had a 21-year career at JP Morgan Chase, where he served as Global Head of Government Relations and created a Washington Research product for the firm. For 17 years he served as the senior lobbyist responsible for managing political relationships with the U.S. government, state and local governments, and the EU and its member states. He created the bank’s EU Government Relations program. Prior to joining JP Morgan Chase in 1987, Tom was a vice president at Irving Trust Company where he started the Government Relations program for one of the nation’s 20 largest banks.He has also worked on political campaigns both as a strategist and speechwriter.

Our Approach

Legislative Updates

  • Timely insights into recent legislative actions and their potential market impact
  • Analysis of congressional moves and what they signify for investors
  • Deciphering complex policy shifts and translating them into actionable insights

Regulatory Environment

  • Comprehensive reviews of regulatory changes and their implications on various sectors
  • Expert analysis of major policy decisions from agencies like the SEC, CFTC, and more
  • Forecasts on how new regulations might shape the future financial landscape

Economic Policy Insights

  • Deep dives into fiscal and monetary policies and their market ramifications
  • Explorations on tax reforms, government spending, and monetary policy adjustments
  • Assessments on how U.S. economic strategies affect global financial dynamics

Trade Policy & International Relations

  • Assessments on U.S. trade policy changes and their effects on international markets
  • Insights into U.S. international relations dynamics and potential market outcomes
  • Analysis of treaties, agreements, and geopolitical shifts impacting investments

Elections & Political Climate

  • Analytical reviews on upcoming elections and potential market reactions
  • Deep dives into political party agendas and their potential financial implications
  • Insights on the broader political climate and its effect on stability and market growth

Research and Coverage

Reports

U.S. Policy

We offer an in-depth analysis of current U.S. policies and their potential ramifications for the financial landscape, ensuring you are well-informed to make strategic decisions.

Midterms, Fed Minutes

With the clock ticking, all attention in Washington is focused on the midterms.  In a somewhat ominous note for Republicans, Speaker Mike Johnson speculated on whether he would move back to Louisiana if the Republicans lost control of the House.

L. Thomas Block - October 9, 2026

⚡️FlashInsights

Our flash insights provide quick, digestible updates on the latest changes and developments in U.S. policy, helping you understand their potential impact on financial markets.

L. Thomas Block
L. Thomas Block
Washington Policy Strategist

Today the Senate on a vote of 50Y to 49N rejected an effort to force a vote on the Clarity Act, a measure to clarify the regulatory environment for crypto. Three Republicans joined all Democrats in rejecting the move. It is important...

Sep 15
3:39 PM
L. Thomas Block
L. Thomas Block
Washington Policy Strategist

The US House voted to pass the Senate approved bill to fund the US government until December 11 avoiding any threat of a pre-midterm government shutdown. The bill now goes to the White House for the President's signature.

Sep 1
4:42 PM

Weekly Roadmap

End your week with our "Weekly Roadmap", a summary that encapsulates our expert views and closing remarks for the week. This digest is crafted to bring all market happenings and our insights into one coherent context, ensuring you're well-informed and ready for the week ahead.

Stocks Rise with a Little Breadth of Fresh Air

The S&P 500 closed the week up 1.15%, rebounding after a slight stumble of 0.27% the week before. The Nasdaq Composite notched a smaller gain, up 0.64%. That's consistent with a late-week tech decline, one of just two...

October 9, 2026
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Kent Fung
Vice President, Market Intelligence

Media

Market update webinar

Our webinars bring you face-to-face with our experts as they share the latest market trends and technical analysis, offering an opportunity to clarify your queries in real-time.

Archives

Appearances Media Archives

Our researchers frequently appear across various media outlets, sharing their technical analysis and market insights. Our extensive archive ensures you have access to these valuable resources at your fingertips.

Sample Reports

Big week in DC: Powell testifies, Super Tuesday, State of the Union (SOTU), Shutdown

Tuesday is the biggest day on the Presidential primary calendar – Super Tuesday.  Voters in 15 states will cast their votes in Republican Presidential primaries.  Nearly a third of all delegates will be chosen with delegate-heavy states of...

March 4, 2024
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L. Thomas Block
Washington Policy Strategist

Congress faces budget deadline, Israel funding and Fed decides

The November 17 deadline for Congress to act and pass government funding bills to avoid a government shutdown is quickly approaching.  The central issue is how newly elected Speaker Johnson threads the needle to get a bill passed...

November 3, 2023
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L. Thomas Block
Washington Policy Strategist

Latest Publications

Midterms, Fed Minutes

With the clock ticking, all attention in Washington is focused on the midterms.  In a somewhat ominous note for Republicans, Speaker Mike Johnson speculated on whether he would move back to Louisiana if the Republicans lost control of...

October 9, 2026
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L. Thomas Block
Washington Policy Strategist

Fed Minutes, Midterms One Month Away 

On Wednesday at 2:00 p.m., the Federal Reserve will release the minutes from their September meeting, during which they increased rates.  It should make for interesting reading to get some insight on the thinking of the FOMC members...

October 5, 2026
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L. Thomas Block
Washington Policy Strategist

Congress Goes Home, Midterm Close Races

This past week, the Senate finally decided to join the House in going home until after the midterm elections.  When Congress is out of session, the flow of DC news tends to slow, as the 435 House members...

October 2, 2026
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L. Thomas Block
Washington Policy Strategist

Midterms and Trump/Xi

Polling organizations have never really developed a system that makes up for the loss of telephone landlines.  Without the convenience of knowing who is being called via the address of the landline, polling data has become less reliable. ...

September 28, 2026
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L. Thomas Block
Washington Policy Strategist

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