Madison and Wall Podcast

Dive into insightful discussions about the recent Fed interest rate cut and its impact on advertising budgets. Explore how strong retail sales, especially in e-commerce, influence the advertising landscape. The analysis of agency earnings from M&C Saatchi and S4 Capital reveals client trends, while the unexpected implications of Jimmy Kimmel's pre-emption might redirect TV advertising toward more sports and digital channels. Get ready for a mix of economic insights and industry shifts!

Discover the latest advertising trends in the U.S. and Canada, highlighting growth despite economic challenges. Dive into the evolving landscape of pharmaceutical advertising with new regulations on the horizon. Explore the implications of a potential merger between major media players Paramount and Warner Bros. Plus, get insights into the recent upheavals in the consumer packaged goods sector. A fresh take on how these changes impact advertising strategies and corporate dynamics awaits!

The hosts dissect the current U.S. economy, revealing a surprising optimism among marketers despite stagflation. They share insights from a former media director about the evolving role of media agencies in shaping marketing strategies. The conversation delves into the challenges of balancing marketing budgets, particularly in light of Google's recent antitrust ruling. Overall, the discussion highlights the complexities of adapting to new market dynamics while emphasizing the need for innovative approaches in advertising.

We review our latest work of the week, which included observations on inflation, Dentsu's prospective sale, the Gap's pursuit of more effective but less costly spending on marketing and more.

This week’s discussions highlight alarming measurement issues at Meta, revealing how inflated ad metrics are impacting marketing strategies. The retail media landscape is booming, growing 24%, while e-commerce struggles, showing just a 5% increase. Transitioning views on pay TV are reshaping advertising investments, reflecting changes in consumer habits. Amid economic pressures, advertisers are still investing heavily, showcasing a resilient yet complex advertising environment. Tune in for an insightful look at the changing dynamics in both retail and media!

The hosts discuss the latest M&A news in broadcasting, focusing on Tegna and Nexstar. They dive into the challenges faced by advertising agencies, particularly the stagnant growth of Dentsu and Globant's revenue slowdown. Recent consumer sentiment declines are explored, revealing the toughest conditions for the packaged goods industry since 2017. Despite rising inflation, spending is slowing down, raising questions about the impact on advertising trends. Anecdotes from their Toronto trip add a personal touch to the conversation.

Dive into the world of advertising as the hosts break down the latest trends from the second quarter of 2025. Discover how economic uncertainties and tariffs are reshaping business strategies. Explore insights from industry giants like Airbnb and Snap, revealing the shift needed for media companies to stay viable. The discussion also highlights the contrasting performances in traditional versus digital advertising, alongside the competitive dynamics in the ad tech landscape with major players like Trade Desk. Get ready to learn about the future of advertising!

We review our latest work of the week, which included an analysis of the latest results from Meta, Comcast, Pro7Sat1 and others, our take on comments from large marketers' CEOs and CFOs, plus how to interpret Stagwell's latest results and much more.

We review our latest work of the week, which included an analysis of the latest results from Google, comments from large marketers' CEOs and CFOs, IPG's quarterly trends and early reads on the most recent quarter for global TV advertising

We review our latest work of the week, which included an analysis of TikTok's letter to the Canadian government and incomplete claims of economic benefits, the latest agency growth trends following Omnicom and Publicis earnings, network content spending trends in context of the end of Stephen Colbert's Late Show and Netflix's ongoing growth + more.