jonathan g: yeah, we do.here's just a very small handful of brokers, credit suisse is one of those, that seem like there's a fair bit of additional upside. hedge funds are not overweight banks yet. banks are the most attractive group in the marketplace. they are still overweight technology groups, less so in areas like metal and mining, and some of these other heavy deep looks -- heavy, deep cyclicals. it gives me a lot of encouragement that this trade is nowhere near over. jonathan f: great to catch up. you are looking well. jonathan golub of credit suisse, chief u.s. equity strategist. remember when you had to wear a tie? that was a thing. tom: that was a -- i agree. it has all gone by the wayside. that historic interview you did with jen had cs -- with jan h atzius. [laughter] jonathan f: truly historic. groundbreaking. we are trying to maintain the standards here, lisa. lisa: clearly. [laughter] jonathan f: lisa. lisa: what? jonathan f: deep breath. it's monday. plenty of time to be bearish and go for peo

jonathan: why are you encouraging this? lisa: it is kind of fun. [laughter] tom: from terminal two in lax to motel 6. coming up, goldman sachs gstrategist david costin. from new york city. good morning. tom: i have tyler the creator. [laughter] jonathan: lisa is back. this is bloomberg. tom: you are not happy about me back. [laughter] ritika: germany plans to reassess the use of the astrazeneca vaccine after reports of more blood clots. according to reuters, the countries vaccine regulator says nine people have died from a rare blood clot after taking the vaccine. on monday canada suspended his of the astrazeneca shop for people under the age of 55 because of concerns about the blood clots. biontech has now raised the number of vaccine doses it plans to make this year by 25%, the new target 2.5 million doses. biontech estimates it took in $405 million in revenue versus $33 million a year earlier. president biden is planning to take on the nations challenge of inequality with a massive expansion of government spending. the president also plans to revamp the tax code. he will start to outline his plans tomorrow in a speech in pi

jonathan: i think we've got to get back to twos, and fast. where central bankers have got to have credibility and authority, with the governin g council underminehat at the ecb? we will bring you initial jobless claims first in america, an important data point. then we will get to the news conference in frankfurt, germany, with the ecb pledging to do more upfront front and lean into market conditions. yields lower across europe. your forecast, your news conference your claims, next. this is bloomberg. ♪ jonathan: from new york city for our audience worldwide, this is "bloomberg surveillance." equity futures nicely bid. a couple of things to get through in the next 30 minutes. initial jobless claims in america and then head to frankfurt, germany for a news conference with christine lagarde. let's get some data with michael mckee. michael: happy pandemic anniversary. it was one year ago today the world health organization declared this a pandemic than we started seeing a norma's jobless claims and we still do. 712,000 last week. that is lower than the forecast for 725,000. the initial report last week was 745,000. looking at a drop of 35,000, 33,

jonathan: coming up, patrick armstrong of plurimi wealth, the cio. your equity market up a single point. heard on bloomberg radio, seen on bloomberg tv, this is "bloomberg surveillance." ♪ gbloomberg surveillance." ♪ >> the $1.9 trillion stimulus, we think that will lift global gdp growth. >> we are about to have $2 trillion stimulus, so the propensity of consumers to spend is very high. >> inflation is going to be a burst coming in the next 12 months, and then it is going to calm back down again. >> the fed is not going to hike when they start to sniff out inflation. they are going to wait. >> fed policy inevitably, at some point, is going to shift. >> this is "bloomberg surveillance" with tom keene, jonathan ferro, and lisa

g positive for coronavirus. that is a much higher rate than the thousands of local students who are still learning remotely. joining us now is the founder of reopen california schools. jonathan organization have been fighting tooth and nail to get students back into full time in person learning. what are your thoughts when you hear that kids in san diego unified public school district are still learning remotely, while kids who are housed at the san diego convention center, who have come into the country illegally are receiving in person learning despite the prevalence of covid they are? can keep many parents are speechless. i understand the compassion of san diego office of education and the san diego to teachers have for these unaccompanied minor children. i only wish that same capacity would be who have been locked out of the program. we have a serious education crisis in california. we are dead last by a wide margin when it comes to getting our kids back in the classroom. of the districts in san diego offering half-baked hybrid plans are only open for a few hours week in april for in person instruction. we have a governor whose actions has made it harder to open and gave