On September 4, Tom Lee, chairman of BitMine's board, stated in the Macro Minute video that although the market is generally concerned that September will see a fall due to seasonal factors and the potential rise in VIX, he believes the best path forward is for the Fed to remain inactive this year and start lowering interest rates in September. This will provide Favourable Information for the stock market. The Fed has maintained a pause on interest rate hikes for most of this year. It is expected that the Fed will start lowering interest rates in September, similar to the situations in 1998 and 2024. In both of these historical contexts, the market subsequently experienced a strong Rebound, especially in performance before the end of the year. Therefore, Tom Lee provided a 'contrarian' judgment that is contrary to the general market view: September 2025 may see a rise.
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Tom Lee: The Fed may cut interest rates in September, expecting the stock market to perform strongly against the trend.
On September 4, Tom Lee, chairman of BitMine's board, stated in the Macro Minute video that although the market is generally concerned that September will see a fall due to seasonal factors and the potential rise in VIX, he believes the best path forward is for the Fed to remain inactive this year and start lowering interest rates in September. This will provide Favourable Information for the stock market. The Fed has maintained a pause on interest rate hikes for most of this year. It is expected that the Fed will start lowering interest rates in September, similar to the situations in 1998 and 2024. In both of these historical contexts, the market subsequently experienced a strong Rebound, especially in performance before the end of the year. Therefore, Tom Lee provided a 'contrarian' judgment that is contrary to the general market view: September 2025 may see a rise.