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.

Trump Nato Trip, Budget Battles Loom, Fed Under New Chair 

President Trump travels this week to Turkey for a NATO meeting where the wars in Iran and Ukraine will top the agenda. Trump is scheduled to meet with Ukrainian President Volodymyr Zelensky. Trump has had strained relations with some of the NATO members, thanks to his views that they should be spending...

L. Thomas Block - July 6, 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

As expected the Supreme Court allowed Fed Governor Lisa Cook to continue her service on the Federal Reserve after President Trump's effort to fire her. The 5 to 4 decision was closer than some had expected. The decision came on the same...

Jun 29
12:22 PM
L. Thomas Block
L. Thomas Block
Washington Policy Strategist

Much anticipation with Kevin Warsh’s first post FOMC presser tomorrow, Wednesday, at 2:30. Must watch TV.

Jun 16
2:56 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.

Job Market Bad News is Good News for Stocks

The broad-based index rose 1.8% to 7,483.24 points, with eight out of 11 sectors finishing in the green. It has been up for 12 of 14 weeks. The tech-heavy Nasdaq composite, meanwhile, rallied 2.1% to 25,832.67 points. Both...

July 2, 2026
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Hardika Singh
Economic Strategist, 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.

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

Trump Nato Trip, Budget Battles Loom, Fed Under New Chair 

President Trump travels this week to Turkey for a NATO meeting where the wars in Iran and Ukraine will top the agenda. Trump is scheduled to meet with Ukrainian President Volodymyr Zelensky. Trump has had strained relations with some of the NATO members, thanks to his...

July 6, 2026
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L. Thomas Block
Washington Policy Strategist

Fed in Spotlight 

The Federal Reserve was in the spotlight this week when the Supreme Court, as many expected, ruled that the president doesn’t have the right to short circuit due process and fire a Federal Reserve Board member. The case involved Trump’s efforts to fire Governor Lisa...

July 2, 2026
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L. Thomas Block
Washington Policy Strategist

Fed And SCOTUS, Congress in Recess 

The Supreme Court leaves its most controversial decisions until the end of their session, which is now. For financial markets, few court decisions take on the importance of the right of the president to fire a Federal Reserve governor who takes actions counter to the president’s...

June 29, 2026
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L. Thomas Block
Washington Policy Strategist

Senate Leaves Town, SCOTUS Might Rule on Fed

After weeks of confrontations between the president and members of the Senate Republican majority, the senators got tired of the back and forth. Under unanimous consent, they decided to start the July 4 recess early, leaving town until July 11.  The House will likely...

June 26, 2026
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L. Thomas Block
Washington Policy Strategist

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