Mar Asset breaks with Faria Lima, saying Lula is not the favourite in the October 2026 election due to a low, rigid approval ceiling. Lula 2026 election
Brazil · Markets
Key Facts
The call — Mar Asset says Lula is not the favourite to win in October 2026.
The reasoning — His approval has a low, hard ceiling that rarely lets an incumbent win re-election.
Against the grain — Most of the Faria Lima finance crowd still assumes a Lula win.
Na contramão da Faria Lima, Mar Asset não vê Lula como favorito nas eleições
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