Aurora Macro Strategies

LatAm Report: Brazil 2026 R1 Election Primer

October 2, 2026

Latin America

Brazil’s first-round election is setting up a binary runoff with meaningful implications for the fiscal trajectory and risk premia. Aurora maps the scenarios, the key swing constituencies, and how to think about the post-R1 market reaction.

The full report is available to Aurora's institutional clients. Request a copy and our team will follow up within one business day.

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LatAm Report: Brazil 2026 R1 Election Primer