Todd Kennedy

⚠️ BoA DATA: FOOD INFLATION PIPELINE BURSTING: - US food & beverage inflation surging +7.9% YoY in March • Tomatoes: +102% • Vegetables: +90% • Diesel: +88% - Rose 373bps from +4.2%) which is the biggest jump in ~12 months - Retail CPI food still lags at just +2.7% which means pass-through to shelves imminent.

Trump policies crushing AG sector: - 15K fewer farms in 2025 - 1.86M farms = lowest since 1890s - 54% of Trump bailout used to pay debts— going to banks/lenders not investment in equipment or ops All of this with growing diesel/fertilizer crisis & food inflation spike coming

Hear me out: Maybe forget about the ballroom and focus on investigating how a wannabe assassin armed with multiple weapons, was able to check into a Hotel and get into an event on site, where at least 12/18 members of the presidential line of succession were in attendance.

BREAKING: Iran is no longer willing to negotiate over its nuclear program at all, per Tasnim. Discussions will only cover ending the war, sanctions relief, compensation, and lifting the blockade. Nuclear issues "could be addressed later in a separate agreement," only after the war has ended. Nuclear was the central issue in the first round of Islamabad talks, with Trump saying it was "the only point that really mattered." Iran has now removed it from the table entirely. Trump says the war won't end without a nuclear deal. Iran says nuclear won't be discussed until the war ends.

Key Events This Week: 1. US Markets React to Cancellation of US-Iran Talks - 6 PM ET Today 2. April Consumer Confidence data - Tuesday 3. April Fed Interest Rate Decision and Statement - Wednesday 4. Microsoft, Amazon, Meta, Google Report Earnings - Wednesday 5. Apple Reports Earnings - Thursday 6. US Q1 2026 GDP Data - Thursday 7. March PCE Inflation data - Thursday 8. ~20% of S&P 500 companies report earnings this week Buckle up for a highly eventful week ahead.

Food inflation is set to accelerate in the US: Average inflation for food and beverage companies surged +7.9% YoY in March, the biggest jump in at least 12 months. This is up +373 basis points from +4.2% in February. The largest jump was recorded in tomatoes at +102% YoY, vegetables at +90%, and diesel at +88%. This was largely driven by higher fuel costs, meaning the full impact of rising fertilizer and plastics prices has not yet been reflected. Meanwhile, urea prices, the world's most widely used nitrogen fertilizer, have doubled since February, to ~$900 per metric ton, the highest since the 2022. Fertilizer costs are rapidly rising for farmers and will eventually translate into higher wholesale food prices before landing on grocery store shelves. Food inflation is set to accelerate.

White collar employment is sharply declining: The number of the S&P 500 employees fell -400,000 in 2025, to 28.1 million, posting its first annual decline since 2016. This follows 8 consecutive years of uninterrupted employment growth, adding over +3.0 million jobs in total. The decline was driven by UPS, $UPS, Oracle, $ORCL, Amazon, $AMZN, Meta, $META, Intel, $INTC, and Microsoft, $MSFT, as corporations raced to cut costs and redirect spending toward AI. In 2026, layoffs are set to continue with Amazon cutting ~16,000 corporate jobs, Meta slashing ~8,000 positions, and Microsoft offering voluntary buyouts to ~8,750 employees. Corporate America is cutting jobs at an accelerating pace.

Cole Allen Targets Trump Officials in Manifesto: "I am no longer willing to permit a pedophile, rapist, and traitor to coat my hands with his crimes."

U.S. FARM BANKRUPTCIES SPIKE 46% IN 2025, MIDWEST CASES SURGE 70% Rising costs for fuel, fertilizer, and shipping are crushing revenues while debt loads mount. Polymarket traders see a 26% chance of a U.S. recession this year.

IRAN SEIZES TWO CONTAINER SHIPS NEAR STRAIT OF HORMUZ AMID ESCALATING MARITIME TENSIONS

This seems impossible: A Twitter account made a post with the shooter’s name almost 2 1/2 years ago, and the header of that account has an image from a website called “Time Machine”. To make things even crazier, the Trump Butler photograph superimposed over that image shows that it’s almost a perfect outline of that image. Watch.

MAGA accounts tweet in unison about the need for a White House ballroom following WHCD incident

Massive US airlift to the Middle East continued overnight as US-Iran talks look like they have completely collapsed...

Robert Kennedy, RFK leaving his wife's behind not protecting her or even remembering her.

LIVE: Police Outside Address Linked to Suspect in White House Correspond... youtube.com/live/kk5luupFH… via @YouTube

Stream: youtube.com/live/kk5luupFH…

SHOTS FIRED!! Let’s steal some booze!

Holy shit, how is Iran banging these 🔥LEGO videos out so damn quickly? "Shots fired, whole place got swatted out... Staging the whole scene Every time your polls drop low You pull this same scheme." Even THEY think it was staged.

NASA just released a breathtaking view of Antarctica

Jeanine Pirro says WHCA suspect Cole Tomas Allen charged with 2 counts firearm use in violent crime and assault on federal officer with a dangerous weapon.