Fed Decision, Senate Crypto Vote, Midterms Near 

In this report, Thomas Block examines the upcoming September 2026 Fed meeting and how the Federal Open Market Committee (FOMC) may weigh mixed economic data, inflation readings, and the broader political calendar, including the U.S. midterm elections, when considering the path of interest rate policy. He reviews recent Fed voting patterns, President Donald Trump’s public comments on interest rates during his trip to Ireland, and the timing of any potential policy moves ahead of November’s vote, outlining the institutional and political factors the central bank must navigate.

Block also analyzes the U.S. Senate’s planned cloture vote on the Clarity Act, a crypto-focused bill aimed at defining future regulatory rules, explaining the 60‑vote threshold, current partisan math, and the role of individual Republican Senators and community bank interests in shaping the outcome. The report closes with a detailed look at the 2026 midterm elections, covering the battle for control of the House and Senate, historical midterm patterns for the party in the White House, and key Senate races in states such as Michigan, New Hampshire, Georgia, North Carolina, Maine, Ohio, Alaska, Texas, and Kansas. Full context and Block’s Washington outlook are available to subscribers in the complete report.

In this report, Thomas Block examines the upcoming September 2026 Fed meeting and how the Federal Open Market Committee (FOMC) may weigh mixed economic data, inflation readings, and the broader political calendar, including the U.S. midterm elections, when considering the path of interest rate policy. He reviews recent Fed voting patterns, President Donald Trump’s public comments on interest rates during his trip to Ireland, and the timing of any potential policy moves ahead of November’s vote, outlining the institutional and political factors the central bank must navigate.

Block also analyzes the U.S. Senate’s planned cloture vote on the Clarity Act, a crypto-focused bill aimed at defining future regulatory rules, explaining the 60‑vote threshold, current partisan math, and the role of individual Republican Senators and community bank interests in shaping the outcome. The report closes with a detailed look at the 2026 midterm elections, covering the battle for control of the House and Senate, historical midterm patterns for the party in the White House, and key Senate races in states such as Michigan, New Hampshire, Georgia, North Carolina, Maine, Ohio, Alaska, Texas, and Kansas. Full context and Block’s Washington outlook are available to subscribers in the complete report.

checkout-thomas-lee image
checkout-logo image

Become a Member To Access Fundstrat Research

Fundstrat Direct gives individual investors access to Tom Lee's research, previously only available to banks and hedge funds.

Annual plans

Fundstrat AI is included with every annual plan.
Macro + Fundstrat AI
Evidence-based market intelligence from our team of renowned analysts — with Fundstrat AI included.
Save 12%
$289 $254/mo · $3,052 billed annually
You save $416/yr ($35/mo)
Start 30-Day Free Trial
  • ✓

    Fundstrat AI included

  • ✓ Near-daily macro strategy from Tom Lee & team
  • ✓ Real-time macro market alerts
  • ✓ Curated stock lists and sector allocation tools
  • ✓ Live webinars (macro)
  • ✓ Fundstrat AI Desk — ask the markets anything
  • ✓ AI charts & stock scoring benchmarked against Mark Newton's model
Crypto + Fundstrat AI
Clear-cut insights into the cryptocurrency market, grounded in Fundstrat's macro framework — with Fundstrat AI included.
Save 12%
$139 $122/mo · $1,468 billed annually
You save $200/yr ($17/mo)
Start 30-Day Free Trial
  • ✓

    Fundstrat AI included

  • ✓ Near-daily crypto strategy from Fundstrat team
  • ✓ Real-time crypto market alerts
  • ✓ Curated crypto picks and crypto equities lists
  • ✓ Live webinars (crypto)
  • ✓ Fundstrat AI Desk — ask the markets anything
  • ✓ AI charts, chartbooks & automated client communications

Monthly plans

Fundstrat AI Add Fundstrat AI to a monthly plan On
Macro
Evidence-based market intelligence from our team of renowned analysts.
$249/mo
Start 30-Day Free Trial
  • ✓ Near-daily macro strategy from Tom Lee & team
  • ✓ Real-time macro market alerts
  • ✓ Curated stock lists and sector allocation tools
  • ✓ Live webinars (macro)
Macro + Fundstrat AI
Everything in Macro, plus Fundstrat AI — instant insights on your portfolios and stocks, charts on command, and stock scoring benchmarked against Mark Newton's model.
$289/mo
Start 30-Day Free Trial
  • ✓ Everything in Macro
  • ✓ AI insights on your portfolios, stocks & investment activity
  • ✓ Stock scoring benchmarked against Mark Newton's model
  • ✓ Fundstrat AI Desk — ask the markets anything
  • ✓ AI charts, chartbooks & automated client communications
Crypto
Clear-cut insights into the cryptocurrency market, grounded in Fundstrat's macro framework.
$119/mo
Start 30-Day Free Trial
  • ✓ Near-daily crypto strategy from Fundstrat team
  • ✓ Real-time crypto market alerts
  • ✓ Curated crypto picks and crypto equities lists
  • ✓ Live webinars (crypto)
Crypto + Fundstrat AI
Everything in Crypto, plus Fundstrat AI — instant insights on your portfolios and holdings, charts on command, and digital-asset scoring benchmarked against our models.
$139/mo
Start 30-Day Free Trial
  • ✓ Everything in Crypto
  • ✓ AI insights on your portfolios, holdings & investment activity
  • ✓ Fundstrat AI Desk — ask the markets anything
  • ✓ AI charts, chartbooks & automated client communications

Why Join Fundstrat Direct?

Fundstrat Direct helps you invest confidently with the same research banks and hedge funds use to navigate the market.

Daily Strategy Icon

Daily Strategy from Tom Lee & Team

Stay ahead of consensus with daily updates on key developments & catalysts and opportunities ahead.

Real-Time Market Alerts Icon

Real-Time Market Alerts

Analysis on market-moving events and actionable opportunities delivered instantly from us to you.

Curated Stock Lists Icon

Curated Stock Lists

Choose the portfolio that best suits your investment style, preferred asset class, and time horizon.

Monthly Market Update & Top Ideas Webinar Icon

Monthly Market Update & Top Ideas Webinar

Attend engaging webinars with Tom & team featuring our top ideas and near-term market outlook.

Daily Technical Strategy Icon

Daily Technical Strategy

Receive tactical opportunities, actionable signals, and fundamental analysis from our proven research team.

Live Analysis on Your Holdings Icon

Live Analysis on Your Holdings

A monthly webinar featuring live analysis on member-submitted stocks and questions.

Events

Trending tickers in our research