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BRAZIL: Weaker post-municipals Bolsonaro still main 2022 contender

  • Teneo

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President Jair Bolsonaro’s to-and-fro strategy in the municipals failed but his future hinges mostly on his capacity to govern.
The elections showed a flight to the center, away from extremes to the Right or the Left.
A multi-faceted centrist challenge to Bolsonaro is emerg...

 

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SOM Macro Strategies was founded by former Goldman Sachs strategist Alan Brazil after leaving the firm to independently publish his State Of the Market (SOM) reports. The SOM reports reflect the results of fundamental economic analysis of macro themes that are likely to reprice across asset types and markets. This framework helps to identify strategies that provide investors with asymmetric returns with high expected Sharpe ratios.
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BRAZIL: Weaker post-municipals Bolsonaro still main 2022 contender

President Jair Bolsonaro’s to-and-fro strategy in the municipals failed but his future hinges mostly on his capacity to govern. The elections showed a flight