President Donald Trump stated that he has heard Federal Reserve Chair Jerome Powell plans to cut interest rates in September 2025. Following this, market sentiment has shifted significantly, with traders and investors increasingly pricing in a rate cut. The probability of a September rate reduction has risen sharply, reaching around 89% according to recent market data, up from 62% the previous week. This shift comes amid revised U.S. job growth figures for May and June, which were lowered by 258,000 jobs, contributing to expectations of a more accommodative monetary policy. U.S. stock futures responded positively to these developments, with the S&P 500 and Nasdaq futures up by 0.4% and the Dow futures rising 0.3%, reflecting a broader risk-on rally. Analysts note that the potential rate cut is driven more by disappointing employment data than by political pressure from Trump. The market's growing anticipation of a Federal Reserve rate cut has helped stocks recover losses incurred from the weak jobs report and recent tariff increases.