“HOJE, LULA TEM MAIS CHANCE DE GANHAR”: A ANÁLISE DA ELEIÇÃO DE 2026

Watch on YouTube ↗  |  September 10, 2026 at 00:30  |  12:05  |  Market Makers
Speakers
Alexandre Ostrowiecki — Fundador do Ranking dos Políticos; Presidente do Conselho do Grupo Multi (Multilaser)
Maurício Moura — Gestor do fundo ASA ZFTRA; doutor em Economia e Política; fundador do Instituto Ideia

Summary

Alexandre Ostrowiecki analyzes Brazil's 2026 presidential election with Salomão, arguing Lula is currently favored due to incumbency, the fiscal and economic situation not having deteriorated before the vote, and a fragmented opposition. He rejects the idea that anti-Lula votes automatically migrate to Flávio Bolsonaro in a runoff and says he would bet against a first-round right-wing victory. The discussion also covers Maurício Moura's opposing view, the rise of Augusto Cury, and the emotions each candidate sells.

  • Guest sees Lula as stronger at current prices because he commands the left, the federal machine, and Brazil's tendency to reelect incumbents.
  • Fiscal, inflation, and unemployment remain controlled until the election, with public debt around 83%.
  • The opposition is fragmented; anti-Lula votes do not automatically transfer to Flávio in a runoff.
  • Alexandre disagrees with Maurício Moura's view that first-round victory risk is non-negligible and would bet against a right first-round win.
  • Augusto Cury emerges with about 11% in polls by selling depolarization despite lacking political experience.
  • Renan Santos sells rupture; Zema and Caiado sell management; Lula and Flávio sell tribal trench warfare.
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