BRAZIL · POLITICS
Key Facts
- Power Index Brazil ranks 1st of 14 in The Rio Times Latin America Power Index, with 75.0 points (October 2026 edition).
- What is happening Lula said on Thursday, 29 October, he plans a national address next week, once his voice recovers.
- Why it matters Brazil’s stocks fell 13.88% on 26 October; investors want policy signals from the re-elected president.
- The numbers Lula won the 25 October runoff with 51.79% of valid votes, a lead of about 4.4 million.
- Who is who André Janones, a federal deputy, runs the supporters’ WhatsApp channel; conservative Flávio Bolsonaro lost the runoff.
- What to watch Whether the presidency sets a date and time; none was public as of Friday morning, 30 October.
- What it means for you US investors should watch the address for policy signals; travellers face no new rules or changes.
Brazil’s re-elected president says he will give a national address next week. The presidency has not yet announced a date or time.
Brazil’s re-elected president, Luiz Inácio Lula da Silva, said on Thursday, 29 October 2026, that he plans a national address next week. He gave no date, time or format and said it would come once his voice recovers.
Brazil’s markets fell hard after the 25 October runoff, so investors will watch for policy clues. The Ibovespa, the main stock index, closed down 13.88% on Monday, 26 October.
What Happened
Lula spoke in an audio message to “Exército do Lula” (Lula’s Army), a WhatsApp channel of campaign supporters. André Janones, a federal deputy for Rede, a small centre-left party, from Minas Gerais state, runs the channel.
“Next week I intend to give an address to the nation,” Lula said, as soon as his voice comes back. He called his voice very hoarse and said he is keeping a light schedule.
He said he owes the election to the Brazilian people and thanked young voters, women and older voters. “Nothing will repay the gratitude I have for you,” he told supporters.Lula wants his supporters back at full activity next week and plans a live video broadcast with Janones.He gave no date for it either.
The Election Behind the Message
Lula won the runoff on Sunday, 25 October, with 51.79% of valid votes after all polling stations were counted. The Superior Electoral Court, which runs national elections, put his lead over Senator Flávio Bolsonaro at about 4.4 million votes.
Bolsonaro, a conservative from the Liberal Party, went to the United States and says he will seek to annul the result. His party has recognised Lula’s victory, and the Big Read on Brazil tracks the dispute.
Live Market IntelligenceBrazil — Live Market Board
Rio Times · Live Market Intelligence
Brazil — Live Market Board
-1.06%
169,186.42
-1.06%
69,787.41
+0.87%
10,545.23
-1.24%
2,848,945
—
2,489.93
-0.63%
| Instrument | Last | Change | YoY | Prev. | High | Low | Volume |
|---|---|---|---|---|---|---|---|
| IBOV | 169,186.42 | -1.06% | +19.56% | 171,006.10 | 178,526 | 175,157 | — |
| USD/BRL | 5.34 | -1.32% | -0.84% | 5.42 | 5.42 | 5.30 | — |
| SELIC | 13.75% | — | — | — | — | — | |
| PETR4 | 53.31 | -1.06% | +77.70% | 53.88 | 53.70 | 52.83 | 43,239,500 |
| VALE3 | 62.88 | -2.33% | +1.98% | 64.38 | 64.43 | 62.80 | 24,652,300 |
| ITUB4 | 41.42 | -0.67% | +11.30% | 41.70 | 42.60 | 41.15 | 28,160,700 |
| BBDC4 | 15.69 | -1.63% | -13.88% | 15.95 | 16.30 | 15.67 | 65,766,400 |
| BBAS3 | 17.59 | +0.69% | -15.59% | 17.47 | 18.31 | 17.51 | 67,844,600 |
| B3SA3 | 15.27 | +1.33% | +21.71% | 15.07 | 15.78 | 15.20 | 75,282,000 |
| ABEV3 | 15.40 | +0.20% | +26.75% | 15.37 | 15.68 | 15.31 | 27,307,400 |
| WEGE3 | 45.78 | +2.81% | +10.06% | 44.53 | 47.08 | 45.06 | 9,823,200 |
| PRIO3 | 69.21 | -2.71% | +87.14% | 71.14 | 70.98 | 69.15 | 6,663,200 |
| SUZB3 | 47.14 | -0.55% | -3.79% | 47.40 | 47.84 | 46.10 | 7,151,800 |
| RENT3 | 31.14 | -1.67% | -20.73% | 31.67 | 32.68 | 31.02 | 19,092,400 |
| AZZA3 | 16.72 | +1.15% | -42.24% | 16.53 | 17.42 | 16.72 | 4,875,400 |
| CSNA3 | 4.76 | -4.99% | -47.09% | 5.01 | 5.14 | 4.76 | 14,327,900 |
| GGBR4 | 24.87 | -2.28% | +36.28% | 25.45 | 26.20 | 24.79 | 7,507,900 |
| ENEV3 | 26.79 | +0.45% | +49.78% | 26.67 | 27.35 | 26.30 | 12,263,000 |
Why It Matters
Lula’s fourth term starts on 5 January 2027, so the address will set the tone for the transition. It also lands during the opposition dispute over the result.
The dollar rose 8.21% against the real on 26 October, and stocks fell 13.88%. A calm message on spending would matter to US holders of Brazilian assets, but the audio promised no economic measures.
What It Means for You
US investors in Brazilian stocks, ADRs (US-listed shares of foreign firms) and the real should watch the address. Nothing said so far changes any rule.
Nothing in the audio message changes visas, flights or entry rules, so US travellers need take no action. No travel restriction has been announced.
Related reports are Lula Starts Building His Next Cabinet and Flávio Bolsonaro in the United States After Passport Order. More is on the Brazil hub and in Brazil Elections 2026.
What Is Not Known
The presidency, known as the Planalto after its Brasília palace, has not published a date, time or channel for the address. Lula spoke of an intention, and no Planalto statement with a schedule had been reported by Friday morning, 30 October.
Beyond thanks to voters, nothing is known about what Lula will say. The date of the Janones live broadcast is also unclear.
Frequently Asked Questions
When will Lula address the nation?
He said next week, which runs from Monday, 2 November, to Friday, 6 November. No date or time has been confirmed by the presidency.
Why is Lula giving the address?
He did not say why. In the audio he thanked supporters and said he owes the election to the Brazilian people.
What did Lula say in the audio message?
He said he is hoarse, thanked young people, women and older voters, and promised a live broadcast with a political ally. He did not announce any policy.
Did Lula win the Brazilian election?
Yes, he won the 25 October runoff with 51.79% of valid votes in the final count. His opponent was conservative Senator Flávio Bolsonaro.
Sources: Lula’s audio message to the “Exército do Lula” WhatsApp channel, 29 October 2026; Superior Electoral Court (TSE), runoff results, 25 October 2026; B3, Brazil’s stock exchange, closing data, 26 October 2026; Presidency of the Republic (Planalto), official site.
This article was produced by The Rio Times’ automated newsroom system. How we use AI · Report an error · Editorial responsibility: Matthias Camenzind, Editor-in-Chief
Brazil runoff, Sunday, October 25: Brazil runoff date. Latest: Brazil runoff polls, Flávio 51%, Lula 49%.