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I think we're in an anticipating-higher-inflation situation, which isn't quite the same thing.
For example, from last month: https://www.morganstanley.com/ideas/rising-rates
and, possibly paywalled:
https://www.economist.com/britain/2021/03/31/british-firms-are-adapting-to-lockdowns-and-confounding-forecasters
useless-
yes, agree with that, some people definitely think that there may be a higher inflationary environment coming at some stage ;-)
some people think that we may also be at a late stage in an asset bubble; could make for interesting times ahead.
(apologies, i have old school views on the fallibility of market timing and perceive that the current enthusiasm for certain investments may be based on the inevitability that a rising tide float all boats)
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and, possibly paywalled:
ChasnotRobert
apc
Are we in a high inflation situation? That's news to me.