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.

Reconciliation, tariffs, and Ukraine at center stage

The House and Senate return to Washington after their two-week Easter and Passover break. Most members of Congress have sessions with constituents during these breaks and return to the Capitol with a fresh awareness of what is on their constituents’ minds.

L. Thomas Block - April 28, 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

With President Trump talking up trade talks with China Commerce Ministry spokesperson He Yadong said Thursday that any "claims about the progress of China-U.S. trade negotiations are groundless as trying to catch the wind and have no factual basis."

Apr 24
12:57 PM
L. Thomas Block
L. Thomas Block
Washington Policy Strategist

Washington can sometimes help markets and sometimes tank markets. As Mark Newton points out the Treasury Secretary’s hint at talks with China and the President’s commitment to keep Powell seems to have been the boost markets were looking for.

Apr 23
10:10 AM

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.

A Key Technical Indicator Is the Latest Bull Market Confirmation Signal

Is the bottom in? Fundstrat Head of Research Tom Lee thinks so, putting the odds of that possibility at 90%. A confirmed bottom would certainly be a relief to most investors: Lee described the three weeks since April...

April 25, 2025

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

Reconciliation, tariffs, and Ukraine at center stage

The House and Senate return to Washington after their two-week Easter and Passover break. Most members of Congress have sessions with constituents during these breaks and return to the Capitol with a fresh awareness of what is on...

April 28, 2025
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L. Thomas Block
Washington Policy Strategist

Pope’s Funeral, Tariff Tensions, Congress Returns

On Saturday, Pope Francis will be buried in Rome, and President Donald Trump and other world leaders will attend the service. With global tensions ranging from the Trump tariff policy to the effort to end the war in Ukraine...

April 25, 2025
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L. Thomas Block
Washington Policy Strategist

Tariffs and IMF, Fed, Congress in Recess

This week, finance ministers from around the globe will descend on Washington, as the IMF holds its annual spring meeting. The U.S. administration's tariff policy and move towards a global trade war is likely to be in the...

April 21, 2025
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L. Thomas Block
Washington Policy Strategist

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

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