Post-election scenarios for Brazil
Brazil’s presidential election was decided on October 29 in a runoff between left-wing former president Lula da Silva (PT) and far-right incumbent Jair Bolsonaro (PL). We think that a Lula victory could be a best-case scenario for investors, as the charismatic, progressive leader will have to reach consensuses with a conservative congress to pass legislation, reducing the risks of radical policy changes.

Marcos Casarin
Corporate Advisory Engagement Lead

Marcos Casarin
Corporate Advisory Engagement Lead
London, United Kingdom
Marcos assists clients in the corporate sector at Oxford Economics in gaining key insights from our forecasts and analyses, as well as understanding how to use economic insights to make strategic business decisions.
He is based in our London office. Prior to working in corporate advisory, Marcos was the chief economist and general manager for Oxford Economics in Latin America based in Mexico City, in charge of managing a team of economists producing research and forecasts for over 30 countries as well as leading several consultancy projects with major firms. Before joining Oxford Economics in 2012, Marcos completed his MSc in Economics & Finance at the Barcelona School of Economics and worked at the Brazilian Development Bank in Rio de Janeiro. Marcos is fluent in English, Spanish, and Portuguese.

Felipe Camargo
Lead Global Economist
+44 (0) 203 910 8047

Felipe Camargo
Lead Global Economist
London, United Kingdom
Felipe is a Lead Economist at Oxford Economics, based in London, UK. He is resposible for the macroeconomic coverage and forecast of Brazil, as well as bespoke quantitative research on global macro topics. Felipe has extensive experience covering emerging market economies and developed skills as a macro strategist since his prior years at a Brazilian pension fund. He currently holds an MSc in economics from Fundacao Getulio Vargas (FGV), in Rio de Janeiro, Brazil.
Tags:
Related Services

Service
Latin America Macro Service
A complete service to help you track, analyse, and react to macro events and future trends across Latin America.
Find Out More
Service
Latin American Cities and Regions Service
Forecasts for key economic, labour market and industry variables for major business centres in Latin America.
Find Out More