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 Sets a New War Deadline, DHS Unfunded, Fed Decision in April 

President Trump followed up his speech to the nation last week with new threats to Iran to open the Strait of Hormuz. Over the weekend, the president warned Iran that if the Strait remains closed “Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one” in Iran. This...

L. Thomas Block - April 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

Each time there seems to be movement toward a peace deal in the Middle East something seems to mess up the deal. In my view not necessarily moving goal posts but no one is sure what the exit strategy is. This morning...

Mar 25
3:47 PM
L. Thomas Block
L. Thomas Block
Washington Policy Strategist

Day of conflicting messages on US/Iran war talks. This morning the President said that good progress had been made over the weekend on talks with Iran to end the war. Then the parliamentary speaker said "no negotiations have been held with the...

Mar 23
3:06 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 Greet April With Hopes for a Rebound

"And now it’s spring, so my ideas are always so nice, sharp, inventive, and the dreams I have are tender; everything is rose-coloured." ― Fyodor Dostoevsky

April 2, 2026
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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

Trump Sets a New War Deadline, DHS Unfunded, Fed Decision in April 

President Trump followed up his speech to the nation last week with new threats to Iran to open the Strait of Hormuz. Over the weekend, the president warned Iran that if the Strait remains closed “Tuesday will be Power Plant Day, and Bridge Day, all wrapped up...

April 6, 2026
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L. Thomas Block
Washington Policy Strategist

War and DHS Dominate News Cycle

President Trump addressed the nation on Wednesday night, and what many expected to be a positive statement on the end of the war in Iran ended up as a repetition of the statements he has been making to...

April 2, 2026
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L. Thomas Block
Washington Policy Strategist

War Continues, DHS Remains Closed

President Trump continues to search for a peaceful exit strategy, and last week extended his pause of bombing Iranian energy infrastructure for an additional ten days until April 6. The mixed messaging continues as the president says that...

March 30, 2026
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L. Thomas Block
Washington Policy Strategist

Hope for TSA as War Continues

Thursday evening started with the White House showing that they were ready to take extraordinary action to get TSA workers paid and back to work.  President Trump signed an executive order that calls for the DHS to pay...

March 27, 2026
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L. Thomas Block
Washington Policy Strategist

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