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Brazil’s Election Remains Effectively Tied as Polls Flip by Margins of Error

Small poll swings have moved markets, reshaping campaign momentum ahead of the Oct. 4 first round.

Overview

  • Two recent reputable surveys produce opposite, razor-thin outcomes in a potential LulaFlávio Bolsonaro runoff, leaving the contest statistically tied.
  • A BTG Pactual/Nexus simulated runoff shows Lula at 47% and Flávio Bolsonaro at 46% while its first-round scenario puts Lula at 42% and Bolsonaro at 37%.
  • A separate Quaest poll commissioned by Globo gives Bolsonaro a narrow lead in a simulated runoff, illustrating how sample timing and a ±2-point margin of error can flip results.
  • Investors have reacted to these short-term shifts because many view Flávio Bolsonaro as more market-friendly, and asset prices moved when his standing improved in earlier polls.
  • If no candidate tops 50% of valid votes on Oct. 4, the top two advance to a runoff on Oct. 25, which makes the coming weeks’ voter movement decisive for both campaigns and for market expectations.