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.

Slow Holiday Week in Washington

[Editor's Note: The next U.S. Policy note is scheduled to be published on Dec. 1, 2025. We wish readers a happy and safe Thanksgiving.]

L. Thomas Block - November 24, 2025

⚡️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

All reports I am getting tonight point towards a Senate deal. However, as I will write in my note tomorrow the deal must be approved by the House before heading to the President. Assuming Trump supports it should pass the House, my...

Nov 9
9:51 PM
L. Thomas Block
L. Thomas Block
Washington Policy Strategist

While there has been some increased optimism that the Congress may be able to find an exit strategy from the government shutdown the Senate on Tuesday, for the 14th time, failed to end the Democratic filibuster. The vote was 54 to 44,...

Nov 4
12:44 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 Surge Out of "November Chop"

“Learn from yesterday, live for today, look to tomorrow, rest this afternoon.” ― Charles M. Schulz, Charlie Brown's Little Book of Wisdom

NVDA
RSPT
XLK
November 28, 2025
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Kent Fung
Vice President, Market Intelligence

Media

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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.

Tom Block Quoted: The Midterms Are Almost Here. What’s at Stake for the Economy.

3 years ago

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

Slow Holiday Week in Washington

[Editor's Note: The next U.S. Policy note is scheduled to be published on Dec. 1, 2025. We wish readers a happy and safe Thanksgiving.]

November 24, 2025
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L. Thomas Block
Washington Policy Strategist

Epstein and Budgets

Recently Washington has seen an explosion of activities surrounding the saga of Jeffrey Epstein. As momentum shifted and House passage of a resolution calling for the Department of Justice to release all Epstein files gained steam, Republicans in...

November 21, 2025
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L. Thomas Block
Washington Policy Strategist

Shutdown Ends, Fed Minutes on Wednesday

After 43 days, the longest government shutdown ended when the Congress approved legislation funding the government until Jan. 30.  The Continuing Resolution (CR) was amended by the Senate and therefore needed to be approved by the House before...

November 17, 2025
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L. Thomas Block
Washington Policy Strategist

Shutdown Over, Focus on New Continuing Resolution

A week of Washington drama ended with Congress passing a Continuing Resolution (CR) that opened the government after a record 43-day long shutdown. The final bill was made possible when eight Democratic Senators joined 52 of the 53...

November 14, 2025
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L. Thomas Block
Washington Policy Strategist

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