Synthesis of the Brazilian Economy

BRAZIL ECONOMICS - Report 03 Nov 2026 by Alexandre Schwartsman, Cristina Pinotti and Diego Brandao

TURBULENCE AHEAD
As the information brought by Lula’s surprising re-election is processed and the political world moves into the new configuration of the board, the most relevant vectors in defining the coming months and years begin to be outlined, revealing a picture of uncertainty ahead. Names of those occupying the most decisive posts will be chosen for their affinity with the ideas and purposes of the re-elected president and not for the vision of what most analysts inside and outside the country consider to be the path to its sustained development.

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