January 15, 2026
🎧 Kapital Market Brief
#Kapital #DailyBrief
Today’s market drivers:
🇲🇽 Mexico: private consumption rebounds in October (+0.8% m/m, +4.1% y/y).
🏗️ Mexico: fixed investment returns to growth (+0.9% m/m), led by construction.
💻 Global: TSMC posts record profits, driven by strong AI-related chip demand.
The skinny
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