Home - News - Lula’s Fourth Term: Markets, Growth and Geopolitics
Macro Picture
Nov 03, 2026

Lula’s Fourth Term: Markets, Growth and Geopolitics

Nato Balavadze

In this paper, we discuss:

  • How Lula secured his fourth presidential term;
  • Why Brazilian financial markets sold off following his re-election;
  • How economic growth contrasts with persistent labour market and debt challenges;
  • How US-China tensions shape Brazil’s industrial strategy.

Download PDF: Brazil Elections – November 2026

Your email address will not be published. Required fields are marked *

Other Macro Picture Articles

End of the Ukraine-Russia Gas Deal: Europe’s Energy Crisis and Fallout

Research
Jan 22, 2025

Nato Balavadze

Syria’s Post-Earthquake Diplomatic Standing In The Gulf

Research
Mar 02, 2023

Gulf State Analytics

Emerging Markets Outlook: Rising Risks, Fragility Ahead

Research
Jul 23, 2018
View All Articles