Tom Lee: Fed Likely to Cut Interest Rates in September, Stock Market Expected to Rally

BlockBeats News, September 4th, BitMine Chairman Tom Lee stated in a Macro Minute video that although the market is generally concerned that September will see a decline due to seasonal factors and the risk of an increase in the VIX, he believes the best course of action is for the Fed to maintain its stance of inaction this year and to begin cutting rates in September. This will benefit the stock market.

The Fed has stayed on hold for most of this year. It is expected that the Fed will start cutting rates in September, similar to what happened in 1998 and 2024. In both of these historical contexts, the market subsequently experienced a strong rebound, especially in the performance leading up to the year-end. Therefore, Tom Lee has provided a "contrarian" assessment contrary to the market's prevailing view: September 2025 may usher in a bull market.