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.

Tariffs in Spotlight, Congress Heads Home

Tariffs and the policies of President Donald Trump continue to dominate the headlines. On Friday, Bloomberg News reported that the Trump administration exempted "smartphones, computers, and other electronics from its so-called reciprocal tariffs, potentially cushioning consumers from sticker shock."

L. Thomas Block - April 14, 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

This morning the House passed 216 to 214 the Budget Resolution that opens the Budget Reconciliation process the Congressional leadership plans to use to pass the Trump program and increase the debt ceiling. On the final vote 2 Rs joined all Ds...

Apr 10
11:46 AM
L. Thomas Block
L. Thomas Block
Washington Policy Strategist

The President seems to prefer Truth Social to the White House press office for big, market moving announcements as he went on the social network to announce the 90 day pause on most tariffs and an upping of the ante for China....

Apr 9
4:46 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 Falter A Week After a Blockbuster Rally

Major stocks indexes pared back some of last week’s gains, hurt by the ever-changing tariffs policy and warning of a hit to a major chipmaker’s earnings.

April 17, 2025
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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.

2 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

Tariffs in Spotlight, Congress Heads Home

Tariffs and the policies of President Donald Trump continue to dominate the headlines. On Friday, Bloomberg News reported that the Trump administration exempted "smartphones, computers, and other electronics from its so-called reciprocal tariffs, potentially cushioning consumers from sticker shock."...

April 14, 2025
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L. Thomas Block
Washington Policy Strategist

Tariffs And Budget Dominate Washington

On the tariffs front, President Donald Trump paused much of his tariff program for 90 days, while talks continue with trading partners. The White House revealed that 70 nations have approached the administration about striking a deal. Trump...

April 11, 2025
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L. Thomas Block
Washington Policy Strategist

Tariffs and Budget Vote 

The week begins with continued uncertainty over the global tariffs that President Donald Trump imposed last week.  During the Sunday talk shows, some Trump administration officials said that 50 nations have approached the United States Trade Representative to...

April 7, 2025
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L. Thomas Block
Washington Policy Strategist

Tariffs and Budget

As promised, President Donald Trump celebrated “Liberation Day” on Wednesday by imposing sweeping tariffs on nearly all U.S. trading partners.  The tariffs were broader and higher than nearly all market participants had anticipated, and the markets responded with...

April 4, 2025
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L. Thomas Block
Washington Policy Strategist

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