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Research

How Federal Reserve liquidity cycles affect marketing spend timing, CPM volatility, and budget optimization.

2026-01-15

The Fed Liquidity Cycle: What Every CMO Should Watch in 2026

How Federal Reserve balance sheet changes move ad auction clearing prices, and what CMOs can do about it.

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2026-01-22

CPM Compression and Money Supply: The Correlation Every Media Buyer Ignores

A data-driven look at how M2 money supply expansion and contraction maps to CPM volatility across major ad platforms.

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2026-02-01

When to Cut Ad Spend: A Data-Driven Framework for Downturns

Most CMOs cut ad spend reactively. This framework uses macroeconomic leading indicators to make the call before the downturn hits.

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2026-02-10

How to Use FRED Economic Data for Marketing Decisions

FRED publishes the same Federal Reserve data that moves markets. Here is how marketing teams can use it to time budget decisions.

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2026-02-20

How Economic Cycles Move Ad Auction Clearing Prices

Ad auction prices are not random. They follow liquidity cycles. Understanding this gives sophisticated marketers a structural edge.

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