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
Chief Economist for Latin America
+52 55 5250 3252
Marcos Casarin
Chief Economist for Latin America
Mexico City, Mexico
Felipe Camargo
Senior Economist, Latin America
+52 55 7100 1823
Felipe Camargo
Senior Economist, Latin America
Mexico City, Mexico
Felipe is a Senior Economist at Oxford Economics, based in Mexico City. Born in Brazil, he is currently responsible for the macroeconomic forecast for Argentina and Chile, as well as bespoke research for Emerging Market economies, with a focus on Latin America. Prior to joining Oxford Economics in 2019, Felipe worked as a macro strategist for Brazil’s third biggest pension fund, Funcef. He currently holds an MSc in economics from Fundacao Getulio Vargas (FGV), in Rio de Janeiro, Brazil.
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