I feel like it will rise again because of the natural humans behaviour to buy at low
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You are right we have been bullish, and we don't see what is the problem with being bullish since October 2022 and reiterating our bullish view through a pretty good bull market since. Would being bearish in a bull market made more sense?
Inflation is always considered in terms of a broad basket of goods and services when it comes to monetary policy considerations. Of course there will be a few items which will see higher prices every now and then. But thats not reflective of an overheating economy. Do you think the U.S. economy is overheating ?
It is actually a good sign that some are bearish and still sitting on the sidelines. We would be quite worried if everyone was bullish and feeling absolutely confident about the economy.